Legal Entities Page

  • Published on Jul 10, 2025
  • 1 minute(s) read
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The Legal Entities page lists all legal entities created in R365 and is accessed from the Admin application.

From this page, users can:

Security

The following permissions are associated with legal entitles :

  • Administration

    • Legal Entities

      • View Legal Entities

      • Edit Legal Entities

      • Create Legal Entities

      • Delete Legal Entities

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigation Menu

  1. Open the Admin application from the left navigation rail.

  2. Expand the Location & Legal Entities category.

  3. Select Legal Entities.

Search

Navigate to pages with the R365 global search bar:

  1. Enter all or part of the page name in the R365 global search bar.

  2. Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.


Legal Entities Page

Columns

Column

Description

Name

Legal Entity name displayed in report selections and fiscal years.

Number

Identifying number assigned to the legal enmity.

Verified Shipping Address

Shipping address of the legal entity.

Address

The billing address for the legal entity.

This can be toggled off to use the shipping address as the billing address, or toggled on to list a separate billing address.

Apt, Ste, etc.

Optional field for address details such as:

  • Apartment

  • Suite

  • Etc.

City

The city listed in the address of the legal entity.

State

The state listed in the address of the legal entity.

Postal Code

The postal/zip code listed in the address of the legal entity.

Country

The country listed in the address of the legal entity.

Closed Date

The last date through which accounting is finalized for a legal entity. Transactions on or before this date can’t be created or changed unless the period is reopened.

Due from Account

The account used to track the amounts a legal entity is owed by another legal entity within the organization for intercompany transactions.

Due to Account

The account used to track the amounts owed to another legal entity within the organization for intercompany transactions.

Created On

Date when the legal entity was created.

Created By

Name of the person who created the legal entity in the system.

Modified On

Date when the legal entity was most recently updated.

Modified By

Name of the person who last updated the legal entity.