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NOTE: Auto-Accept Transactions from Intercompany Partners function is available in 2022 release wave 1.  The configuration is included in Intercompany setup card.

Companies set up companies Go to Company Information and setup the following fieldsIC Partner Code - assign the Inbox
StepsSetupDescription
1

To

setup for intercompany transactions

1) Enter Intercompany Setup into search box then select the related link

i) Fill up

IC Partner Code for the company

ii) IC

inbox Type = select Database

Fill up following fields for specify where to create received intercompany journal transitions from IC partners.

  • Default IC Gen. Jnl. Template
  • Default IC Gen. Jnl. Batch

NOTE: The IC Partner Code, IC Inbox Type and Aut. Send Transactions configuration to be auto update to Company Information Card.

User can either fill up those fields in Intercompany Setup or fill up in Company Information card.

Image Added

2

To setup

  - select Database
  • Auto. Send Transaction - choose auto. send transaction to intercompany (i.e. no need to send transaction in Intercompany Outbox)

    • Image Removed

    Intercompany Partners

    Setup intercompany partners for each company.  

    1. Go to Intercompany Partner then select New for create new IC partner.
    2. Enter the key fields for the IC partner.

    a. Code - provide the IC partner code for identify the intercompany 

    b. Name - provide the IC partner code for identify the intercompany

    c. Company Name - select from Companies

    d. Auto. Accept Transaction (if applicable) - choose for accept transaction once the transaction is sent from intercompany (i.e. no need to accept transaction in Intercompany Inbox)

    e. Sales Transaction - setup for intercompany customer

    fill up the information if the intercompany partner have has sales transaction transaction. 

        • Customer No - select from Customer (Customer Card need to create for the intercompany if the company has sales transaction with current company)
        • Receivable Account - default receivable account for the intercompany 

    f. Purchase Transaction - fill up the information if the intercompany partner have in purchase transaction tab for setup intercompany vendor.

    3

    To setup intercompany Chart of Account