MEM Setup Workflow
When setting up Multi-Entity Management, follow this general workflow:
- Ensure that one or more global dimensions are set up on the Dimension Values page.
- Add the entity dimension as both a global dimension and a shortcut dimension on the General Ledger Setup so that the dimension label displays correctly.
- Add users to the MEM Licensed Users Setup page.
- On the User Card page for any user who is not a Super user, in the Permission Sets, add both the BSSI MEM and BSSI MONETIZATION permissions sets to the user(s).
- Complete the MEM Assisted Setup to select the entity dimension and set up the basic functionality to use MEM.
- Complete the MEM Entity Setup page to set up details for the dimension values that are to be used in Multi-Entity Management.
- After the details for the entities are set up, open and set up the Multi-Entity Management Setup page.
If you have already run the MEM Assisted Setup, some of the settings will already be set up. On this page, you can setup the MEM settings, such as:
- Select to use the MEM entity security to limit access to master records by entity. After you select where to use MEM entity security, review Security Workflow.
Note: The MEM User Security Setup page must be completed. Setting up the MEM Master Security is optional. - Select whether to disable the use of intercompany.
When intercompany is used, you must set up the Due To and Due From accounts. - Select whether to Enable Stop Posting w/o Intercompany Accounts. Turning this option on is recommended.
- Select the default options for how payment discounts accounts are handled for sales and purchasing.
- Select whether to use decentralized processing for sales and purchase transactions.
- Select to use the MEM entity security to limit access to master records by entity. After you select where to use MEM entity security, review Security Workflow.
As a best practice, the global dimensions should be set up before installing and setting up Multi-Entity Management.
For more information, see the Microsoft Dynamics 365 Business Central documentation. (To set up global and shortcut dimensions )
All users using the Microsoft Dynamics 365 Business Central company in which Multi-Entity Management is being used must have a Multi-Entity Management license and be added to the MEM Licensed Users Setup page.
Tip: If the user groups are used, you can add the BSSI MEM and BSSI MONETIZATION permissions sets to the user groups.
Review Set Up Entity Details for a Dimension Value for information on setting up the entity details.