Microsoft Dynamics™ AX 4.0 Rapid Configuration Tool Virtual Companies
Virtual Companies in Microsoft Dynamics™ AX <ul><li>Virtual companies enable tables to be shared by multiple “Real” compan...
Tables in Microsoft Dynamics™ AX <ul><li>Data in Microsoft Dynamics™ AX is stored in tables.  The structure of the data an...
Virtual Company Tables Company A Zip Code Table Company B Zip Code Table Company A Company B Virtual Company Zip Codes
Setup Administration > Setup > Virtual company accounts
Setup <ul><li>The Company accounts tab is where the companies are selected that will be associated to the virtual company ...
Setup <ul><li>The Table collections tab is where tables to be shared are selected </li></ul><ul><li>Related tables are gro...
Application Object Tree <ul><li>The AOT should only be used by trained IT professionals </li></ul><ul><li>It is accessed b...
<ul><li>The default table collections can be opened to view the individual tables within each collection </li></ul>Applica...
<ul><li>Right click on Table collections and select New Table Collection. </li></ul><ul><li>Right click on the new table c...
<ul><li>Right click on Tables and select Open new window </li></ul><ul><li>Scroll through the list of tables to find the t...
Setup <ul><li>The new table collection now appears in the setup for virtual companies </li></ul><ul><li>If the “Zipcodes” ...
© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes n...
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Virtual Companies

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  • In the example illustrated below, company A and company B each have a zip code table. Whenever a zip code is viewed, edited, created, or deleted; Microsoft Dynamics AX references the respective zip code table. If a new zip code is needed, it must be added to both company tables.
  • If a virtual company is setup to contain the zip code table and Company A and Company B are both linked to this virtual company then the zip code tables in company A &amp; B are not used. Instead both companies point to the virtual company table for zip codes. If a new zip code is added in company A, it is being added to the virtual company table and therefore will be available in company B.
  • The A.O.T. can also be used to view what tables exist in each of the collections
  • ©2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 01/01/10 08:50
  • Virtual Companies

    1. 1. Microsoft Dynamics™ AX 4.0 Rapid Configuration Tool Virtual Companies
    2. 2. Virtual Companies in Microsoft Dynamics™ AX <ul><li>Virtual companies enable tables to be shared by multiple “Real” companies </li></ul><ul><li>The virtual company tables are used instead of the individual company tables </li></ul><ul><li>A virtual company is a company that does not exist; it can not be accessed by a user </li></ul><ul><li>Only the tables of the virtual company exist </li></ul>
    3. 3. Tables in Microsoft Dynamics™ AX <ul><li>Data in Microsoft Dynamics™ AX is stored in tables. The structure of the data and tables can be viewed in the Application Object Tree (AOT). </li></ul>Company A Zip Code Table Company B Zip Code Table Company A Company B
    4. 4. Virtual Company Tables Company A Zip Code Table Company B Zip Code Table Company A Company B Virtual Company Zip Codes
    5. 5. Setup Administration > Setup > Virtual company accounts
    6. 6. Setup <ul><li>The Company accounts tab is where the companies are selected that will be associated to the virtual company created. </li></ul><ul><li>When a company is associated to a virtual company, the shared virtual tables will be used instead of the company tables. </li></ul>
    7. 7. Setup <ul><li>The Table collections tab is where tables to be shared are selected </li></ul><ul><li>Related tables are grouped into collections in the AOT </li></ul><ul><li>A default table collection can be selected or user-defined collections can be created using the AOT </li></ul>
    8. 8. Application Object Tree <ul><li>The AOT should only be used by trained IT professionals </li></ul><ul><li>It is accessed by selecting the AOT icon from the toolbar </li></ul>
    9. 9. <ul><li>The default table collections can be opened to view the individual tables within each collection </li></ul>Application Object Tree AOT > Data Dictionary > Table Collections > Global
    10. 10. <ul><li>Right click on Table collections and select New Table Collection. </li></ul><ul><li>Right click on the new table collection that is created and select Rename. Rename to something meaningful (i.e. ZipCodes) </li></ul>Create Table Collections in the AOT
    11. 11. <ul><li>Right click on Tables and select Open new window </li></ul><ul><li>Scroll through the list of tables to find the table that will be shared </li></ul><ul><li>Drag and drop the table(s) to your new table collection and save </li></ul>Create Table Collections in the AOT
    12. 12. Setup <ul><li>The new table collection now appears in the setup for virtual companies </li></ul><ul><li>If the “Zipcodes” collection is selected, then only the zip code table will be shared. </li></ul><ul><li>If any data exists in the company table before the company is linked to the virtual company, the data will not be accessible. Export any existing data before sharing tables. </li></ul>
    13. 13. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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