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Dynamics 365 Community / Forums / Finance forum / Creating a large numbe...
Finance forum

Creating a large number of inventory "Site"s in Dynamics 365

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Posted on by Community Member

We would like to create 80+ inventory sites and link a financial dimension value to each so that we can assess profitability at the site level under a single legal entity.  Question, has this been done, and what is the downside to configuring D365 in this way.

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Financial Management
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,149 Super User 2025 Season 2 on at
    RE: Creating a large number of inventory "Site"s in Dynamics 365

    HI KC one,

    Are these 80+ sites all belonging to a single legal entity? In fact, Dynamics 365 can handle this number as there will be more variations when you are using batch numbers or serial numbers. There is no option to default a dimension value based on the site in the standard application.

  • MATTGUO Profile Picture
    MATTGUO 22,344 Moderator on at
    RE: Creating a large number of inventory "Site"s in Dynamics 365

    Hi KC,

    You can try to configure the parameter in inventory value report to find the total value at site level.

    By the way, system doesnot supply the site value in financial dimension by default, you need to configure it manually.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Creating a large number of inventory "Site"s in Dynamics 365

    Create a custom financial dimension and assign values of sites

    Then use dimension link in cost management to link the financial dimension with inventory site

  • Community Member Profile Picture
    Community Member on at
    RE: Creating a large number of inventory "Site"s in Dynamics 365

    Hi Andre,  Yes all belonging to a single legal entity.   Would like to use the Site 'dimension link' to attach one financial dimension for all sites, and then assign the appropriate dimension value to each 'Site'.   Seems this would be the most logical way to assess profitability at each site without creating different legal entities for each of them to report on profitability.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,149 Super User 2025 Season 2 on at
    RE: Creating a large number of inventory "Site"s in Dynamics 365

    As mentioned above, it requires configuration and/or customizations. You can create the site as financial dimension using the next documentation. docs.microsoft.com/.../dimensionable-entities

    Then ensure the value will be defaulted on orders with priority which changes the current standard logic of getting default dimensions from customers, then the order header.

  • MATTGUO Profile Picture
    MATTGUO 22,344 Moderator on at
    RE: Creating a large number of inventory "Site"s in Dynamics 365

    Hi

    Please have a look this post, it is about AX but it also applies to D365FO: timsaxblog.wordpress.com/.../link-inventory-site-to-a-financial-dimension-in-ax-2012

  • Community Member Profile Picture
    Community Member on at
    RE: Creating a large number of inventory "Site"s in Dynamics 365

    The obvious downside is that Site is always financial relevant, so you will not be able to apply stock valuation across sites, no matter if you use FIFO or average. 

    + performance

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