AX – D365FO – Create a Legal Entity

Go to Organization administration > Organizations > Legal entities.

  • Select New.
  • In the Name field, type a value.
  • In the Company field, type a value.
  • In the Country/region field, enter or select a value.
  • Select OK.

  • In the General section, provide the following general information about the legal entity: Enter a search name if it is required.
  • If this legal entity is being used as a consolidation company, set the Use for financial consolidation process slider to Yes.
  • If this legal entity is being used as an elimination company, set the Use for financial elimination process slider to Yes.
  • Expand the Addresses section.
  • Select Edit and enter address information, such as the street name and number, postal code, and city.
  • Select OK.
  • Expand the Contact information section.
  • To enter a new Contact information record, select Add. To modify an existing communication record, select Advanced.
  • Enter information about methods of communication, such as email addresses, URLs, and telephone numbers.
  • Expand the Statutory reporting section, and enter the registration numbers that are used for statutory reporting.
  • Expand the Registration numbers section, and enter any information required by the legal entity.
  • Expand the Bank account information section, and enter bank accounts and routing numbers for the legal entity.
  • Expand the Foreign trade and logistics section, and enter shipping information for the legal entity.
  • Expand the Number sequences section to view the number sequences that are associated with the legal entity.
  • Expand the Dashboard Image section to view or change the logo and/or dashboard image that is associated with the legal entity.
  • Expand the Tax registration section, and enter the registration numbers that are used to report to tax authorities.
  • Expand the Tax 1099 section, and enter 1099 information for the legal entity. (This is only necessary for a US-based company.)
  • Select Save.

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