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Proper Procedure for Closing/Deactivating a Site or Warehouse in Dynamics 365

Posted on by 33

What is the proper procedure for closing or deactivating a site/warehouse in Dynamics 365 Finance and Operations?

I am looking for the recommended steps to follow when closing or deactivating a site or warehouse that is no longer in use. Specifically, I want to ensure that all associated inventory, open transactions, and system settings are handled correctly. Could anyone share the best practices for:

  1. Clearing out inventory.
  2. Managing open transactions.
  3. Removing the site/warehouse from active use (including defaults, replenishment, and mobile device setups).
  4. Deactivating or marking the site/warehouse as closed.

Thanks in advance for your help!

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