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Dynamics 365 Community / Forums / Finance forum / Legal entity is create...
Finance forum

Legal entity is created, but it's not showing up in the Management Reporter's Tree

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Posted on by 2,442

All, 

I have created the legal entity and have generated number sequence for this legal entity.  In Management Report>Tree, my legal entity is not displaying.  Am I missing something?  Thanks!

Tree-is-not-displaying-legal-entity.gif

I have the same question (0)
  • Suggested answer
    Satish Panwar Profile Picture
    14,673 Moderator on at

    Hi Kim,

    To create and generate financial reports for a legal entity, you must set up the following information for that legal entity:

    Fiscal calendar

    Ledger

    Chart of accounts

    Currency

    Once done, let it refresh and your legal entity will show up under MR > companies.

    Refer this link for more details:

    docs.microsoft.com/.../financial-reporting-getting-started

  • Satish Panwar Profile Picture
    14,673 Moderator on at

    Hi Kim,

    Do you have any other question Or If your company did show up in MR, please take time to help verify the answers.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Kim,

    It might take a while once you created a new company until this company is visible in the MR.

    An important consideration is, however, that you need some postings that get transferred into the datamart.

    Do you have already some vouchers created in this new company or did you just create it?

    Best regards,

    Ludwig

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