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 & 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

Transcript

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