Organization Hierarchy Setup in AX 2012 R3 | Legal Entities, Operating Units & Hierarchy Planning

Overview

This course provides a complete, scenario‑based walkthrough of Organization Hierarchy setup and modification in Microsoft Dynamics AX 2012 R3. You’ll learn how to plan hierarchies, configure legal entities and operating units, and understand how hierarchies drive workflows, reporting, procurement policies, budget planning, and financial processes.

What You Will Learn

• Plan an organization hierarchy

• Create a new hierarchy

• Modify existing hierarchies

• Understand hierarchy purposes (Procurement, Budgeting, Financial Reporting, HR, Retail, etc.)

• Configure legal entities

• Configure operating units (Departments, Cost Centers, Business Units, Value Streams)

• Assign hierarchy nodes

• Publish and activate hierarchies

• Understand hierarchy impact on workflows and policies

Outcome

By the end of this course, you’ll be able to confidently create and modify organization hierarchies, understand hierarchy purposes, and configure legal entities and operating units in AX 2012 R3.