BBCG.03.04.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 4: Configuring the Organizational Structures (Digital)
The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn, and are headquartered in the great city of Waterdeep on the Sword Coast.
Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. Their manual supply chain management processes that they are using will not handle their forecasted future demand.
As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. The following is a journal of how they set up their system and how they tweaked the system to make it work perfectly.
Up until this point, our organizational structure within Dynamics 365 Finance has been simple, and our organization's structure has been easy to manage. But most organizations have a little bit more complex because they have different business units, departments, cost centers, and other organizational structures that they need to take account of within the General Ledger.
This module will look at how we can handle all of this within Dynamics 365 Finance through the inbuilt Organizational modeling capabilities. Dynamics 365 Finance allows us to configure our Organizational Structures using all the structured mentioned above and then lay them out within business structures that can also be date controlled. When you reorganize your business, you can see the before and after structures at any time.
These are the foundation for assigning organizational components within our Chart of Accounts as financial dimensions and then extending out the Account Structures to take advantage of them.
In this module we will see how we can configure our Organizational Structures.
- Configuring Organizational Numbering Sequence to be Manual
- Configuring Business Units
- Configuring Cost Centers
- Configuring Departments
- Configuring Organizational Hierarchies
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