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Dynamics 365 Finance - Track branch-level registration IDs on invoices in a single legal entity

Message ID
MC1302887
View in Message Center
Service
Finance and Operations Apps
Category
Stay Informed
Tag
New feature
Rollout
June 2026

Details

We are announcing the ability to track branch-level registration IDs on invoices in a single legal entity in Dynamics 365 Finance. This feature will reach general availability on June 5, 2026.

How does this affect me?
This feature introduces the concept of an Establishment within a legal entity, allowing organizations to manage and apply establishment-specific registration identifiers, such as branch IDs and local registration numbers, across invoices.

The feature provides the following key capabilities:
  • Establishment modeling: Establishments of the legal entity are modeled using Operating units, with a new organization hierarchy purpose called Enterprise establishment structure. Each establishment can be assigned unique registration identifiers through the Global address book. The establishment can default based on context, such as site or financial dimension, or be selected manually. After a transaction is posted, the establishment reference is stored immutably for audit and compliance purposes.
  • Vendor ship-from address tracking: A new Ship-from address field is introduced on vendor-facing documents, allowing users to specify the originating establishment of goods or services. The associated registration identifiers are captured and stored on the invoice.
  • Registration ID validation rules: Administrators can configure validation rules to enforce the presence and format of registration IDs based on address purpose and role such as invoice or delivery. The system validates these rules during transaction posting, ensuring data completeness and consistency.
  • Post‑posting review of registration IDs: After an invoice is posted, the registration IDs that were applied and stored can be reviewed directly on:
    • Customer invoice journals
    • Vendor invoice journals
    • Project invoice journals
What action do I need to take?
This message is for awareness, and no action is required.

If you would like more information on this feature, please visit Track branch-level registration IDs on invoices in a single legal entity.

Change History

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