This feature is in beta for select customers. Contact your CSM for more information.
The Legal entity setup step on the Onboarding dashboard is where legal entities are added to R365 during onboarding. This step captures the foundational details required to create each legal entity. Additional configuration options become available from the legal entity record after the legal entity has been created.
Security
Users must have the following permissions to create legal entities in the Legal entity setup step:
Administration → Dashboards → View Onboarding Dashboard
Administration → Legal Entities → View Legal Entities
Administration → Legal Entities → Create Legal Entities
Administration → Legal Entities → Edit 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 steps
Open the Home application.
Select Onboarding dashboard.
Click Get started in the Legal entity step.
Legal Entity Setup
Buttons and Fields
Button/Field | Description | |
|---|---|---|
1 | Overview section | Displays guidance and best practices for creating and managing legal entities. |
2 | Legal entities table | Lists all legal entities configured in this step. |
3 | Expand /Collapse | When collapsed, expands the table to fullscreen view. When expanded, collapses the table to a smaller view. |
4 | Legal entity row | The details for an individual legal entity record. |
5 | +Legal entity | Creates a new legal entity entry in the table. |
6 | Complete and close | Closes the Legal entity setup step. After completing, the step cannot be reopened. Created legal entities can be viewed or edited, and new legal entities can be added from the Legal entities page. |
Columns
Column | Description |
|---|---|
Row number | Displays the sequential number for each legal entity entry. This number is used only as a count in the onboarding dashboard and is not included in the legal entity record. |
Legal entity name | The name of the legal entity as it appears on tax forms. This name identifies the organization that owns one or more locations. This field is required. |
R365 entity ID | The unique number used to identify the legal entity. The default numbering is 001, 002, 002, etc. This field can be edited if desired and is required. |
Address | The business address of the legal entity as it appears on tax and legal documents.
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