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Cross company data sharing

The below sections detail the Configuration and Initialisation Requirements for a successful implementation of Eftsure inside D365 using Cross Company Data Sharing Configuration. This feature is different from the standard functionality Add Vendor to another Legal Entity,* and custom functionality Copy Bank Account to another Legal Entity.

For more information, please see Data sharing

Configuration Requirements​

While your D365 partner will assist you in selecting the tables and fields to be configured as part of the Vendor Master File Data Sharing, the following fields must be activated as part of the Cross-company data sharing configuration for a successful Eftsure inside Dynamics 365 F&O activation:

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Vendors​

All VendTable fields prefixed with PES:

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Vendor bank accounts​

All VendBankAccount fields prefixed with PES:

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Customers​

All CustTable fields prefixed with PES:

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Vendor Group configuration​

Recommended step to facilitate configuration if necessary only and if all vendor groups are already shared via CCRS.

Add New Table PESVendorGroupConfiguration to list of tables to share:

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Add the new table and select all fields (They are not prefixed with PES)

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Vendor Group configuration​

Recommended step to facilitate configuration if necessary only and if all vendors and bank accounts are already shared via CCRS.

Add New Table PESVendorHistoryLog to list of tables to share:

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Add the new table and select all fields (They are not prefixed with PES)

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Company initialisation requirements​

All Eftsure Supplier References will carry the Entity Code of the first Legal Entity activated as part of Eftsure Initialisation.

Each supplier onboarded in a single D365 Legal Entities (shared using Cross Company Data Sharing), will have:

  • A single record per Legal Entity in D365,
  • A single record in Eftsure portal, this record being linked to the Entity in which the onboarding has been initiated.

Assumptions​

Vendor Accounts across all Shared Legal entities will share a single number sequence.

Eftsure inside D365 Cross Company Data Sharing capabilities support the Vendor Accounts number sequence configuration associated with the following scope parameters:

  • Company - where a number sequence specific to one company can be used across all Legal Entities selected in the Cross Company Data Sharing.

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  • Shared - where a number sequence shared across all Legal Entities selected in the Cross Company Data Sharing.

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Limitations​

New Vendor Onboarding and Creation​

In D365, Vendor bank accounts form, the supplier reference will carry the Legal Entity code from which the onboarding has been sent. It may be different from the Legal Entity in which the vendor is viewed.

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In Eftsure portal, Supplier Management page, the supplier will carry the Entity Code from which the onboarding has been sent.

Therefore 2 suppliers onboarded across two separate Legal Entities (shared using Cross Company Data Sharing), will have each a single record in Eftsure portal, but this record can be linked to separate shared entities.

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If a Vendor is copied from a non-shared Legal Entity to a shared Legal Entity, the numbering Format defined in the Vendor Accounts number sequence must be different between the source Legal Entity and the receiving Legal Entity.

Uninstall​

If/When removing the Eftsure extension from your system, you will also need to remove all the above configurations for CCDS to function properly again.

Failure to unconfigure Eftsure fields from the configuration may result in SQL errors once the extension is uninstalled.