Tip of the Day: In Microsoft D365 Finance and Supply Change (D365 F&SC), the ability to share data across multiple legal entities is much easier than I anticipated. In the example, I’m sharing with you how to share customers and vendors along with some errors and solutions.
Enable the Customer and vendor master data sharing Feature
If you are not using a Shared number sequence, edit the “Next” to be the same. If you don’t do this, you’ll get an error if the vendor number has been used in another company.
Configure cross-company data sharing Setup
Go System Administration > Configure cross-company data sharing
Click Add – Add the tables you want to share cross with other legal entities
Add the Legal Entities that you want to share the data
Click Enable – When prompted for the Number Sequences, pick the number sequence that you want all the legal entities to use.
- Make sure that Number Sequence is setup in all the legal entities
- The Number Sequence does not need to be “shared”
- When you click Enable the data will be created in the other legal entities
When you go to Vendors to see what copied, you must do a hard refresh before you can see them (Ctrl F5).
Errors and Solutions
Error: “Table VendBankAccount is a Main table as specified by the table group and may not be shared unless its Data Sharing Type is Duplicate” when you try to add the table in Configure cross-company data sharing.
Solution: Enable the Customer and vendor master data sharing Feature
Error: A party id is used by vendors with different account numbers in the companies being shared. The policy cannot be enabled unless the vendor account numbers are the same.
Solution: For all Vendors in the other legal entities that have the same Party ID, rename the Vendor Account codes to match. In this example, I have the same vendor name in multiple legal entities but in each legal entity, the Vendor Account was different. So, I had to rename the Vendor Account to be the same in each legal entity.
If you have the same vendor name in the Party table multiple times, you will also need to make sure that the vendor in all the legal entities are linked to the same Party record.