MEAPSA

Plan and implement legal entities in finance and operations apps

A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. You must plan and configure your organization and create legal entities as one of the first steps of implementing finance and operations apps.

Functional Consultant

Dynamics 365

Finance

Supply Chain Management

Module Objectives

In this module, you will learn how to:

Create a legal entity and generate number sequences.
Create a number sequence.
Create organization hierarchies.
Assign purposes and policies to hierarchies.
Configure calendars and date intervals.

Units

Introduction min
Create a legal entity min
Create a number sequence min
Understand organizational hierarchies and operating units min
Plan your organizational hierarchy min
Decide whether to model internal organizations as legal entities or operating units min
Decide whether to model internal organizations as legal entities or operating units (cont.) min
Best practices for modeling organizations and hierarchies min
Apply purposes and policies min
Distributed order management (DOM) policy min
Configure calendars and date intervals min
Lab - Configure a new legal entity min
Lab - Create an operating unit min
Lab - Create an organization hierarchy min
Lab - Set up a number sequence min
Check your knowledge min
Summary min

Prerequisites

General knowledge of Microsoft Windows
General knowledge of basic navigation in finance and operations apps