Create virtual company accounts

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 a virtual company account

  1. Click Administration > Setup > Virtual company accounts.

  2. Enter the company identification in the Company accounts field.

  3. Enter the name of the virtual company in the Name of company accounts field.

  4. Click the Company accounts tab.

  5. Select the company accounts to participate in the virtual company.

    • To add a virtual company account, select the company name under Remaining company accounts and then click the left arrow (<) to move it to the Selected company accounts list.

    • To remove a virtual company account, select the company name under Selected company accounts and then click right arrow (>) to move it to the Remaining company accounts.

  6. Click the Table collections 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 Remaining table collections and then click the left arrow (<) to move it to the Selected table collections list.

    • To remove a table collection, select the table collection name under Selected table collections and then click the left arrow (>) to move it to the Remaining table collections 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.

See Also

Manage company accounts

Company accounts and Virtual company accounts

Set up Microsoft Dynamics AX security