Setting up
Your organisation
Before a partner can send you anything, they have to be able to address you. This is where you say what you are called on the wire.
A trading partner does not address you by company name. They address you by a number: a GLN, a CVR number, a VAT number. Your organisation record is the list of numbers you answer to, one row per identifier, per legal entity.
This is what makes an arriving document find its way home. The service reads the receiver identifier out of the envelope, looks it up here, and now it knows which of your companies the document is for. Get this wrong and documents arrive addressed to nobody.
The identifier types
| Type | What it is | What the module requires |
|---|---|---|
| GLN | A GS1 global location number | Exactly thirteen digits |
| EAN | The same numbering scheme under its older name | Checked as a GLN: thirteen digits |
| CVR | The company's main number in the Danish register. One per legal entity | Eight digits, with or without a DK in front |
| SE | A sub-number under a CVR, for an activity that keeps its own accounts | Checked the same way as a CVR |
| P | A production unit under a CVR: one place of business | No shape is enforced |
| VAT | A European VAT number | No shape is enforced, because it differs by country |
| DUNS | A Dun and Bradstreet company number | Nine digits |
Only the shapes an issuer has actually fixed are checked. A type with no shape in that column is never rejected for how it looks, which is deliberate: a rule that guesses would refuse good identifiers.
The value is tidied before it is checked, with spaces removed and letters upper-cased. A CVR number written with a space in the middle is not something a receiver has to reject, and refusing a posting over typography would stop a good invoice.
Which of them you use is the partner's decision rather than yours. They tell you what they will address you by, and that is the row you add.
One company can have several
A company usually answers to more than one identifier, and that is normal rather than a mistake. You might have a CVR number for the public sector and a GLN for the grocery chains. Add a row for each. The module does not care which one arrives; it cares that it recognises it.
The address, not just the number
Each identifier carries an address. That is not decoration and it is not the same as your company address in Dynamics.
Formats put the sender's name and address into the document, and some receivers validate it against what they have on file. If a partner rejects your invoices with a complaint about the sender, this is the first place to look, because the number can be right while the address is a former office.
Enabled, and what turning it off does
An organisation row can be disabled. That is not the same as deleting it: the history that refers to it stays readable, but nothing new is sent or received under it. Use it when an identifier is retired, so old messages keep making sense.
The three Danish numbers are one hierarchy
This is worth getting straight, because it decides what goes on which row. The CVR number is the company's main number, and a legal entity has exactly one. Underneath it sit two kinds of sub-number.
- An SE number is a sub-number under the CVR for an activity that keeps its own accounts. One CVR can carry several. A company running a flower shop and a car dealership has a CVR and an SE number for each of the two, and each of the two produces its own accounts.
- A P number is a production unit under the CVR: one place of business. A company with three locations has one CVR and three P numbers.
So two of your Dynamics companies can share a CVR number and differ by SE number, and that is a normal arrangement rather than a mistake. What they cannot share is the identifier a partner addresses them by, because that is what decides which company an arriving document belongs to.
One record per legal entity
The organisation record belongs to a company in Dynamics. If you trade from three of them, that is three organisation records, each with the identifiers that company answers to.
The partner is the other half, and partners are shared across your companies rather than repeated in each. That asymmetry is deliberate, and several companies explains what it buys you.