Edit

Share via

Configure financial cross-company data sharing

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

This procedure shows how to configure, enable, validate, and resolve conflicts when sharing data between companies. It uses the USMF company and the Financial data sharing template.

This task guide requires Dynamics AX platform 7.1 or later.

  1. Go to Navigation pane > Modules > System administration > Workspaces > Data management.
  2. Select Import.
  3. In the Name field, enter a value.
  4. In the Source data format field, select the Package type. Select Upload. Go to the location of the Financial data sharing template package file and select that file.
  5. Select Save.
  6. In the list, select the row. Select the data sharing policy that you created.
  7. Select Import.
  8. Select Close.
  9. Refresh the page.
  10. Close the page.
  11. Close the page.
  12. Close the page.
  13. Go to Navigation pane > Modules > System administration > Setup > Configure cross-company data sharing.
  14. In the list, find and select Payment days.
  15. Select Add.
  16. In the list, select the row.
  17. In the Company field, enter USSI.
  18. Select Add.
  19. In the Company field, enter USMF.
  20. Select Save.
  21. Select Enable.
  22. Select Yes.
  23. Select Find sharing issues.
  24. Select Yes.
  25. Select Update field value.
  26. Select Use value from company 1.
  27. Refresh the page.
  28. Close the page.
  • Last updated on