Table of Contents

Finance

Business Unit

A Business Unit represents a legal entity, but might be used within one company for operational reasons. In a 3PL environment, each Business Unit can maintain its own data setup (like dimension sets), ensuring that accounting and reporting remain organized and easily audited. On the business unit page, a company logo and address can be specified, which can be used in document reports. The Business unit is typically selected by the user when creating shipments.

Subsidiary

A Subsidiary is a separate legal entity that is owned or controlled by a parent company. When applying it, the subsidiary code often defines which subsidiary the transactions, or dimensions apply to. This separation allows for clear financial statements and related operational processes, ensuring that each subsidiary’s records remain distinct but consolidated where needed for reporting. On the subsidiary page, a company logo and address can be specified, which can be used in document reports.

Invoicing rules

More information will follow soon.

VAT Rules

More information will follow soon.

See also

Work with dimensions

Microsoft Learn - Work with dimensions
Microsoft Learn - To set up default dimensions for customers, vendors, and other accounts