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title description author ms.author ms.topic ms.date ms.reviewer audience ms.search.region ms.search.validFrom ms.search.form ms.dyn365.ops.version
Share ER configurations in RCS/the Global repository with external organizations
Learn how to share Electronic reporting (ER) configurations in Microsoft Regulatory Configuration Services (RCS)/the Global repository with external organizations.
kfend
filatovm
article
05/04/2020
johnmichalak
Application User
Global
2020-02-01
ERSolutionTable, ERWorkspace, RCS
AX 10.0.9

Share Electronic reporting (ER) configurations in Regulatory Configuration Services (RCS) Global repository with external organizations

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You can use Microsoft Regulatory Configuration Services (RCS) to share Electronic reporting (ER) configurations and then publish them to external organizations.

The following procedures explain how an RCS user can share a version of an ER configuration that has been configured in an RCS instance with an external organization. Before you can complete those procedures, you must complete the following prerequisites:

You must also make sure that an RCS environment is provisioned for your company.

  1. In a finance and operations app, go to Organization administration > Workspaces > Electronic reporting.
  2. If no RCS environment is provisioned for your company, select Regulatory services – Configuration external, and then follow the instructions to provision one.

If an RCS environment has been already provisioned for your company, use the page URL to access it by selecting the sign-in option.

Verify the configuration that you want to share

Follow these steps to verify that the configuration that you want to share has already been uploaded to the Global repository.

  1. In the Electronic reporting workspace, select Repositories for your configuration provider.

    Configuration providers.

  2. Select Global repository > Open.

  3. Search for the configuration that you want to share. You can use the filter field to narrow your search. If you can't find the configuration in the Global repository, follow the steps in Create and upload a new version of an Electronic reporting (ER) configuration.

Share ER configurations with external organizations

After a configuration has been created under your configuration provider, you can share it directly with external organizations by using the Shared with FastTab on the Global configuration repository page.

  1. In the Electronic reporting workspace, select Repositories for your configuration provider.

  2. Select Global repository > Open.

  3. Select the configuration that you want to share.

  4. On the Shared with FastTab, select Organization.

    Shared with FastTab.

  5. In the dialog box, enter the domain name for the external organization, and then select OK.

    Share configuration version with external organization dialog box.

The configuration is shared with the external organization and is available to that organization in the Global repository. From there, it can be imported into the organization's instance of RCS or into its instances of finance and operations apps.

  1. To unshare a configuration that has been previously shared with an external organization, select the configuration and click Unshare, and then select OK

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