Multiple Legal Entities Implementation in AX 2012

Overview

Implemented multiple legal entities in Microsoft Dynamics AX 2012 for a leading agricultural supplies manufacturer to support expanding business operations. As the organization grew into new markets, additional entities were required to manage statutory compliance, financial reporting, and intercompany transactions.

Scope

• Configured new legal entities in AX 2012 for operations across Canada and the USA.
• Enabled statutory compliance features to align with local regulatory requirements.
• Set up intercompany processes to streamline transactions between entities.

Key Activities

• Requirement Analysis: Gathered business and statutory requirements for Canada operations.
• Entity Setup: Configured new legal entities in AX 2012 with appropriate fiscal calendars, currencies, and tax structures.
• Intercompany Configuration: Implemented intercompany purchase and sales processes to ensure smooth cross-entity operations.
• Localization: Applied country-specific statutory requirements, including reporting formats and tax compliance features.
• Testing & Validation: Conducted integration testing to ensure accuracy in financial postings and intercompany workflows.
• Documentation: Delivered setup guides and compliance documentation for finance and operations teams.

Outcome

• Successfully onboarded multiple legal entities in Canada.
• Ensured regulatory compliance with local statutory requirements.
• Streamlined intercompany processes to improve operational efficiency.
• Provided a scalable AX 2012 environment to support regional and global expansion plans.