KB7: Sites and the multisite functionality in Dynamics 365 Finance and Operations

A site is a grouping of business resources, such as warehouses and production units, which share interrelated transactions, are located at a particular geographic location, and belong to a single legal entity. A single site cannot be shared by multiple legal entities.

The site entity, which is implemented as an inventory storage dimension, plus the enhancements to the existing dimensions framework, provide the structural foundation for the multisite functionality.

A. Solution provides the ability to handle multiple physical sites (warehouses) with specific addresses.

B. It also allows inventory transfers between sites.

Physical Sites termed for Storage Location for Products of an entity. In the D365FnO a site is a grouping of business resources, such as warehouses and production units, which share interrelated transactions, are located at a geographic location, and belong to a single legal entity. E.g. Factory of an entity. Under each site, multiple warehouses as identical locations for Inventories can be created. E.g. 2nd Floor of the Factory building of the legal entity.

In D365 FnO:

Using the multisite functionality, a customer can configure multiple sites to reflect its unique business model and support its operations and process flows. Here are some examples of business environments where customers could set up multiple sites:

• A single production site that uses a single warehouse
• A single production site that uses multiple warehouses
• Multiple production sites that use a shared distribution center
• Multiple local production sites that use a shared production site

Site

Warehouse management > Setup > Warehouse > Sites

A single site cannot be shared by multiple legal entities. The site entity, which is implemented as an inventory storage dimension, plus the enhancements to the existing dimensions framework, provide the structural foundation for the multisite functionality.

Warehouse management > Setup > Warehouse > Warehouses

Below is the hierarchy of the Site and Warehouse. You can check it in the Site form above.

The transfer order is used for registering in the system the items that must be moved from one warehouse to another and for managing this process.

B. Transfer Order

Inventory management > Inbound orders > Transfer order

Stock transfer between two Warehouses of a Legal Entity (Can be different Sites) can be managed with help of the Transfer Orders. For Indian Operations Microsoft has made a separate update. Create a transfer order where the Transfer type field is set to Stock transfer.

Conclusion

This is how multiple Locations and Transfer of Inventories can be managed in the D365 FnO.

A customer must analyze its business requirements and determine how best to use the multisite functionality to align with its business processes. The multisite functionality can be used in a single-site environment by specifying only one site and the warehouse(s) at that site.