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Vendor copy

Introduction​

D365FO allows the copy of vendor information between legal entities.

Copying a vendor across legal entities entities will create a vendor in a target legal entity, linked to the initial vendor using the Global Address Book framework and Party.

A new process for copying bank accounts alongside will be described in this article.

CCDS

This process for copying vendor is not the same process as vendor sharing, also known as Cross company data sharing

Go to Accounts Payable > Vendors > All vendors, select the appropriate vendor,

Select the Vendor menu pane, go to Copy boutton group and select Add vendor to another legal entity.

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The following standard drop-down form will appear, extended with a new checkbox to allow the copy of the vendor bank account alongside the vendor bank account(s).

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Similarly to the Add Vendor to another legal entity feature, we created a new Copy to another legal entity feature available at the bank account level.

Go to Accounts Payable > Vendors > All vendors, select the appropriate vendor, navigate to the appropriate bank account, select Copy to another legal entity.

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The following standard drop-down form will appear, asking where the user wishes to create the copy.

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note

The bank account copy can only be linked to the original vendor, which must exist before copying bank account information

info

The company filter will only allow selection of legal entities where the bank account doesn't already exist.

Advanced copy​

We also provide the ability to extend the above copy features with specific configurable rules, in a similar way as Field extensions.

This allows our users to copy vendors across legal entities with the appropriate mapping every time.

warning

The features below apply only to Vendors, not Bank accounts.

Default values​

This section allows the configuration of default values (hardcoded) per legal entity.

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With the above configuration as example, the following will happen when a vendor copied into:

  • Legal entity PNC

    • BirthPlace = Paris

    • InventSiteId = 020

  • Legal entity PNT

    • BirthPlace = Paris

    • InventSiteId = 010

  • Any other legal entity

    • BirthPlace = Paris

    • InventSiteId not set by this process.

Field mappings​

This section allows the configuration of fields to copy from the source vendor to the target copied vendor.

Vendor copy

During vendor copy, standard Dynamics 365 FO only copies the party identifier to the target vendor, and uses vendor group configuration to initialize further parameters by default. Use this feature to automatically copy additional fields during the copy process.

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Our toolbar also offers a Recommended values button to generate the default recommended mapping.

With the above configuration as example, the SmallBusiness and VATNum columns will be copied over to the new vendor in all legal entities.