Multiple Locations

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Posted on by john.ellis

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Hi:

Some organizations have multiple offices, within the same company.

I know that you can assign Locations to customer and vendor cards.

Also, you can create a Dimension called "LOCATION" and assign such dimensions to customers and vendors for financial reporting purposes.

Does it make sense to conduct both of these "steps", or is creating a "LOCATION" Dimension assigned to customer and vendors adequate?

Thanks!

John

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Dynamics 365 Business Central

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KTA 1,200 on at

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RE: Multiple Locations

Hi John,

Both solves different problems and depends of your business requeriments you could even needed both.

The first one, location on customer, it's more to solve a warehouse or distribution aproach. Imagine that your company has divided your country by four parts (let's call them north, south, east and west) and have locations (factory, warehouse, distribution, whatever) in those ones. You could classify your customers to one of those locations to be more efficent, etc.

The second one it's more focused on analitycs, first of all you could see the revenue by location that in the other way you couldn't be accurate at least. But keeping the example if I customer it's normally asign at location north but by dimension you could see that he's taking sales for south, you can go deep to the motivation of that behaviour.

Finally the more important thing it's that you're aware of how you're going to work. For instance you can get the customer a dimension location and put it in default in his card but if you never change it when you sell in from another location, you wouldn't get any relevant analysis.

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divyeshchitte 950 on at

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RE: Multiple Locations

Hi John,

This is totally based on your requirement.

If you want to Separate the the customers on balance sheet via Cost centers based on Location then you must use Dimension, this will enable you to filter the balances throughout the system using Dimensions.

If you don't want cost centers the you can use Ship-to Address List and Alternative Order Addresses as suggested by YUN ZHU

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YUN ZHU 92,422 Super User 2025 Season 2 on at

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RE: Multiple Locations

Hi,

For customers, I prefer to use Ship-to Address List

For vendor, I think you can use Alternative Order Addresses

More details: https://yzhums.com/17350/

This can all be done by choosing different addresses with different orders, and records are also left in the Posted Documents, which can be easily displayed in other reports or lists, I personally feel is a bit easier to handle than Dimension.

Hope this helps.

Thanks.

ZHU

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