How to set up a Sales company with the automatic wizard

This is what happens in the video

Setting up intercompany functionality in Business Central starts after you download the intercompany app. Before you can use it, you need to configure each company that takes part in the intercompany setup. This includes sales companies, inventory companies, and supply companies.

The setup runs through a guided process where you define the company role, select an intercompany partner, assign a partner code, set up the intercompany vendor, and optionally map your chart of accounts.

The intercompany partner code must match exactly across the companies you connect. If you define a partner code for your supply company while setting up the sales company, you have to reuse that same code when you configure the supply company.

You can configure the intercompany vendor on all your items so they are ready for intercompany use automatically. You can also assign a purchasing code that enables drop ship direct orders to your supply company.

Starting the intercompany setup after downloading the app

Once you have downloaded the intercompany app, a process line appears in your company. To begin the configuration, click Activate intercompany now. The setup then asks you to enter your email, click next, and continue through the setup steps.

Choosing the company role and the intercompany partner

The first step is to define which company you are currently in. You choose whether it is a sales company, an inventory company, or a supply company. In this example, the company is being set up as a sales company.

Next, you choose your intercompany partner. This is the other company you will be working with. If you are setting up a sales company, you select your supply company as the partner and click next.

Defining the intercompany partner codes

You then define an intercompany partner code for your sales company, for example sales01. You also choose the intercompany partner code for the other company, in this case the supply company. The setup suggests a code automatically, and you can keep it.

It is important to remember this partner code. When you later set up the supply company, you must use the exact same code. If the codes do not match across the companies, the connection will not work.

Setting up the intercompany vendor

The next step is to set up the intercompany vendor. The setup suggests a vendor, but you can choose a different one or create a new one. You also configure:

• The vendor posting group
• The vendor general business posting group
• The vendor location code

You can always change these settings later if your needs change.

Mapping the intercompany chart of accounts

You have the option to create the intercompany chart of account mapping. You do this if your chart of accounts is the same in both companies and you do not need any specific mapping. You can skip this step and set it up later, but mapping it during setup keeps everything in order from the start.

Setting up the intercompany vendor on all items

You can specify whether you want to set up the intercompany vendor on all your items. When you enable this, your items are automatically configured for intercompany use, so you do not have to set them up one by one.

Defining a purchasing code for drop ship direct orders

You also define a purchasing code that will be applied to your intercompany vendor. This purchasing code makes sure you can create drop ship direct orders to your supply company. Define the code you want to use for intercompany purposes and click next to finish.

Completing the setup across all companies

Once you finish these steps, the sales company is configured for intercompany use. The setup is not complete with one company, though. You need to repeat the process in your other companies and set them up as well, using the matching partner codes you defined here.

Q&A