- Multinational companies have different hierarchies for purchase, with some making purchases at the regional level and others at the headquarters level.
- In a multi-entity environment, regional entity employees submit purchase requirements to headquarters.
- The problem arises when a purchase requisition made by a regional entity employee through a headquarters employee's login defaults to the headquarters entity instead of the regional entity.
- To address this issue, Mahesh's name should be added as a requester for the regional entity in Julia's account.
- Proper configuration of purchase requisition permissions in Dynamics 365 ensures that purchases are attributed to the correct legal entities.
- By adding all required employees of the regional entity as requesters in the Purchase Requisition Permissions setup, purchases can be correctly attributed to the regional entity.
- Creating new purchase requisitions from the regional entity and selecting the appropriate requester ensures that the purchases are maintained for the regional entity.
- This method improves reporting accuracy at the regional levels and streamlines the procurement process in businesses with multiple legal entities.
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