Thursday 4 December 2014

How To Create New Company, Virtual Company in AX

In this lesson, we will create a new company and Virtual company in Microsoft Dynamics AX.

Create new company :

  1. Click  > .
  2. Press CTRL+N to create a new record.
  3. Enter a company code in the  field.
  4. Enter the name of the company in the  field.
  5. If you have a Domain license, click the  tab.
  6. Select the domains that the new company should be included in.

Create a virtual company account : 

After company accounts are created, you can set up virtual companies that share tables from the main Microsoft Dynamics AX database. For information about the relationship between these types of accounts

In Microsoft Dynamics AX, data is segregated by company account. If two or more companies need to share data, then you can create a virtual company.

If multiple companies share the same security profile, then you can use a domain. A domain is a group of company accounts. Companies can be organized into domains in order to grant permissions to users. For more information about domain. Pls Refer manage domains in my blog.


Virtual company accounts contain data that is shared across company accounts. This type of account enables users to post information in one company that is available to another company.

Prerequisites


Requirements to create or modify a virtual company accountare as follows:
  • Must be running a single instance of the Application Object Server (AOS). All other AOS computers must be shut down.
  • Must be logged in as an administrator.
  • Only one active client connection is allowed.
Create Virtual Company :


  1. Click  >  > .
  2. Enter the company identification in the  field.
  3. Enter the name of the virtual company in the  field.
  4. Click the  tab.
  5. Select the company accounts to participate in the virtual company.
    • To add a virtual company account, select the company name under  and then click the left arrow (<) to move it to the list.
    • To remove a virtual company account, select the company name under  and then click right arrow (>) to move it to the.
  6. Click the  tab and select the table collections that contain the specific tables that you want to share in the virtual company.
    • To add a table collection, select the table collection name under  and then click the left arrow (<) to move it to the list.
    • To remove a table collection, select the table collection name under  and then click the left arrow (>) to move it to the list.
    Table collections are groups of tables. They can be created by developers through drag-and-drop functionality in the Application Object Tree (AOT).
  7. Shut down and restart the Microsoft Dynamics AX client.
    You must restart the Microsoft Dynamics AX client to update the client with the new virtual company account information.



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