The site and entity statutory test

Run the classification that decides whether each CloudSuite Industrial site and entity becomes a D365 legal entity, an operational site, or a warehouse — the first irreversible decision on the programme.

What you will be able to do

Introduction

Topology is the first irreversible decision on a CloudSuite Industrial migration, and it is the one most likely to be settled by assumption rather than by evidence.

What the source actually allows

An entity may be statutory, operational, or mixed. Some estates used entities exactly as a legal-entity concept, with one entity per registered company. Others used them to separate divisions or business lines that share a single statutory registration.

What the target fixes

D365 is deliberately explicit where CSI was flexible, and the constraints are worth stating precisely because topology decisions are frequently taken on the basis of what people assume the target can be reconfigured to do later.

The statutory test

The knowledge base sets out four migration patterns. In practice they run as a sequence of tests, each producing a decision that is recorded and owned.

Deciding what a site becomes

Operational site. The default. The site manufactures or plans independently, carries its own inventory parameters, and sits inside a legal entity that was established by the statutory test.

Transfers are a topology consequence

The transfer decision is the clearest illustration of why topology has to be settled first.

APS sites are two concepts wearing one name

An APS site definition carries location identity and planning behaviour together. The location half of that is a topology question and belongs in this module. The planning half is not, and trying to resolve both here produces a topology matrix that nobody in finance can sign.

The topology matrix

The output of this module is a single artefact, and the playbook lists it first among the minimum go/no-go evidence: a signed-off site and entity topology matrix.

Knowledge check

Summary

A CSI entity is a hypothesis about statutory meaning, and a CSI site is a hypothesis about operational meaning. Both hypotheses have to be tested against evidence from finance and operations before either becomes a D365 construct.