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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer Credit and co...
Finance | Project Operations, Human Resources, ...
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Customer Credit and collections management workspaces

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Posted on by NPriyanka 40

Hi,

An issue in linking two tiles in credit and collection management workspaces.

I have filtered the cust trans the way I wanted to filter it. Added it to a workspace of credit and collection management in legal entity A and legal entity B.

Now coming into legal entity C when I click on the created tile it is showing me data of A or B selecting either of them.

But in Version 7 & 8 I was able to create a tile that was showing the data of a legal entity respective even if I'm checking in other legal entities.

Currently working on V10.

Is there any setup to link?

Any help asap is appreciated.

Thanks in advance.

Priyanka.

  • MATTGUO Profile Picture
    MATTGUO 22,353 Moderator on at

    Hi Priyanka,

    Which specific version are you using? Do you select the company section on legal entity C?

    174031.png

    I am testing in PU31, it does not occur that case.

    Do you test it in other workspaces?

  • NPriyanka Profile Picture
    NPriyanka 40 on at

    Yes it is changed but nothing is reflecting as I'm changing company

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