A walkthrough of the fields on the Intercompany partner card in the Supply company

This is what happens in the video

The intercompany partner setup in the intercompany app gives you control over how transactions flow between your sales company and your supply company in Business Central. You define the partner code, currency, and transfer type, and the app adds web service support beyond the standard intercompany setup.

When you choose the web service transfer type, you do not need to set up the company name or the auto accept transactions option. Both are handled in the web service part instead.

You control item number types separately for sales and purchase transactions. You can use your internal number, a common item number, cross references, or the vendor item number.

You decide how prices are handled in the supply company. You can use the normal sales prices in the supply company, accept the prices transferred from the IC customer, or apply zero profit so the unit price from the supply company is used.

You can automate posting. If you enable automatic posting, intercompany journal lines are posted immediately when they are created, and sales orders can be set to post shipment only or both ship and invoice.

Setting up the intercompany partner

The setup starts in your supply company, where you open the intercompany partner for the sales company. The intercompany app adds extra configuration options on top of the standard intercompany setups, so you will find both in the same place.

At the top you have the intercompany partner code and the name. You can specify a currency code and choose the transfer type for your transactions. The transfer type can be file, location, database, email, or no intercompany transfer at all.

With the intercompany app, you also get the transfer type web service. When you select this, you do not need to set up the company name, because that is handled in the web service part. The auto accept transactions option is also not required when you use the web service. You can block the intercompany partner here as well.

Sales transaction settings

The sales transaction section starts with the customer number. This is the number for the intercompany partner in your sales company. You can set up the receivable accounts here.

You also define the outbound sales item number type. This determines whether you use your internal number, a common item number, or cross references. There is a separate video that covers how to set this up.

You can choose to auto release outbound sales. Then there are fields that are specific to the intercompany app. If you work with intercompany journals, you can define the default journal template name and batch name here. You can also set whether posting should happen automatically. When you enable this, the intercompany journal lines are posted immediately as they are created.

For sales orders, you can decide whether created orders should post automatically. You can choose no setup, post the shipment only, or post both shipment and invoice. You can also activate auto create shipments and auto create invoices.

You can control whether the supply company is allowed to edit the quantity or variant on a sales order. When a sales order is created from the sales company, you decide here whether the supply company can change the quantity or the variant.

Purchase transaction settings

The purchase transaction section lets you set up a vendor order number if you also have an intercompany vendor, along with the payable accounts. As with sales, you define the outbound purchase item number type, which can be the internal number, the common item number, cross reference, or the vendor item number.

You can set up cost distribution here, and you define how prices are used in your supply company. There are three options:

• Use normal sales prices means the sales prices in your supply company are used.
• Accept prices from your IC customer means the prices from your sales company are transferred and used on the supply company sales order. On the IC partner in your sales company, you define which prices are transferred.
• Zero profit means the unit price in the supply company is used.

Web service setup

At the end of the partner card you have the web service setup, where you define how the web service should work in the intercompany. This is covered in a separate video.

Q&A