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Acquisition and Legal-entity Onboarding

This is a sub-playbook under existing implementation work. Do not treat acquisition onboarding as a separate knowledge domain.

Decision areas​

  • New legal entity, operating unit, organisational unit or security boundary?
  • New contracting company, resourcing company or both?
  • Currency, tax, dimensions, WIP and revenue recognition differences.
  • Dual-write setup and map dependencies.
  • Data migration or coexistence requirement.
  • Process regression and acceptance criteria.
One legal entity does not imply one Dataverse business unit

Assess legal, accounting, resource, security and reporting requirements separately before changing Dataverse business-unit structure.