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Initial setup for new legal entity

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Hi,

I want to create new legal entity for learning purposes. Is there any guide (blog / any intenet resources) that I can follow what needs to be done firstly ?

I am starting with this resource -> https://learn.microsoft.com/en-us/training/paths/configure-your-organization-finance-ops/

But something makes me doubt, for example after create new Legal Entity, why Generate Number Sequence just generate whatever in F&O modules ? when maybe I didn't use all of it. Can we generate some kind of basic number sequence first and then as I setup the next module, for example (obviously GL) the I will generate it.

Is there any checklist of what needs to be done to setup F&O, from step 1 and brings to the next, step by step.

Thanks,

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A.Prasanna 8,223 on at

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Hi,

As far as I know, there is no such check list but there are some core setups you need to complete but others are based on your or the client's requirements
For example, Finance Modules have some key setups and dependencies ( COA, Financial Dimensions, Ledger Account Structures, Ledger Setup, Ledger Parameters, Fiscal Calendars, Journal Names, Accounts for Automatic Transactions, etc)

Regarding Number Sequences, the best thing is ( if you are doing this for the first time ) to generate using Wizard, then later change formats as you wish.

Regards,

AP

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi,

Using the number sequence wizard or not is a learning for every person new to the application. I never liked the option for generating the number sequences as it creates it for all and with overlaps and sometimes insufficient space for future numbers. When using the wizard, the sequence for invoices and credit notes has different codes with a similar pattern. You can then expect issues on runtime that a specific voucher number is already used. The naming convention is also not helpful.

I used it to check which exact number sequence might miss in a particular environment.

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Hana Xue Microsoft Employee on at

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Hi,
You can go to Navigation pane > Modules > Organization administration > Number sequences > Number sequences. On the Scope parameters FastTab, select a scope for the number sequence and select scope values from the drop-down list.
Due to the different scopes, the number sequence can create a non-shared number sequence in the specified scope. For example, a number sequence with a scope of Legal Entity can have a Legal Entity segment.
That is, depending on the module, you can specify a numbering sequence for references in a particular module on the parameter page of that module. You can set the scope to be shared, but legal entities generally have their own numbering sequence to avoid conflicts.
For more information about number sequences, please view the following link:
Set up number sequences on an individual basis - Finance & Operations | Dynamics 365 | Microsoft Learn
And this article is mentioned how to create a legal entity step by step, you can view it for reference.
AX – D365FO – Create a Legal Entity – AX / Dynamics 365 For Finance and Operations blog (d365ffo.com)

Hope it will be helpful!
Best Regards,
Hana

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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I typically use the Wizard to set the default number sequences. Then, when creating journal names, I create custom number sequences for each journal name so I know they comply with my requirements. This way, I'm sure I have all number sequences, even for the background/less familiar transactions that require a sequence.

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