Dynamics 365 Supply Chain Management: Currency and Warehouse Configuration

Currency and Warehouse Configuration

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A company is planning to implement Dynamics 365 Supply Chain Management with three locations.

Two locations must use United States currency (USD) as the default currency.

The third location must use Canadian currency (CAD)

One US facility and the Canadian facility must use advanced warehouse functionality.

The other US facility must use basic warehousing.

You need to configure the legal entity, site, and warehouse architecture to meet the requirements.

Solution: Create three legal entities, one for each facility.

Does the solution meet the goal?

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Explanations

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A. B.

A.

Default currency is configured per legal entity.

Advanced warehouse is configured per warehouse.

The solution presented in the scenario does not meet the requirements stated in the scenario.

Creating three legal entities, one for each facility, does not fulfill the requirement of having two locations using United States currency and one location using Canadian currency. Instead, creating three legal entities would create three separate organizations with separate financial books, which would not allow for consolidated financial reporting across all locations.

To meet the requirements, the solution could be:

  1. Create one legal entity and set the default currency to USD.
  2. Create two sites within the legal entity: one for the Canadian location and one for the two US locations.
  3. Within the site for the Canadian location, set the currency to CAD.
  4. For the two US locations, create two warehouses: one with advanced functionality and one with basic functionality.
  5. Assign the appropriate warehouse to each site based on the level of functionality required.

This solution would enable consolidated financial reporting across all locations and allow for the appropriate currency and warehouse functionality to be assigned to each location.