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Create virtual company accounts

Dynamics AX 4.0

Virtual company accounts contain data in certain tables that are shared by any number of company accounts. This enables users to post information in one company that is available to another company.

Before you can create or modify a virtual company account, the following must be established:

  • The application object server that the administrator is connected to must be the only one running. All other application object servers must be shut down.

  • Only the administrator who is creating the virtual company account can be connected; only one active client connection is allowed.

  1. Click > > .

  2. Enter the company identification in the field.

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

  4. Click the tab.

  5. Select the company accounts that you would like to participate in the virtual company.

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

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

  6. Click the tab.

  7. Select the table collections that contain the specific tables that you wish to relate in the virtual company.

    • To add a table collection, select the table collection name under and click the left arrow (<) to move it to the list.

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

    Table collections are groups of tables. They can be created through drag-and-drop functionality in the Application Object Tree (AOT).

  8. Shut down and restart the Microsoft Dynamics AX client.

    You must restart the Microsoft Dynamics AX client in order to update the client with the new virtual company account information.

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