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Add vendor to another legal entity

Dynamics 365 In this version, it offers us a very useful tool to extend providers to other entities, transferring all their information and avoiding having to create the new provider from scratch.

We access the provider master and select the provider we want to extend.

in the tab PROVIDER/ COPY click on ADD SUPPLIER TO ANOTHER LEGAL ENTITY.

The system asks you to select the destination entity, as well as certain parameters in the provider configuration for the destination entity.

By default, it creates the provider blocked for everything, having to release it in the destination entity, although at this time the status can be changed.

The supplier is created in the new entity, with the group and currency that we have defined in the creation, and dragging all the contact information.

Jose Manuel Gonzalo

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