This is what happens in the video
When you send purchase invoices to an intercompany partner for posting in their intercompany journal, you can have the description from the purchase line transferred along with the transaction. You enable this with a single setting on the intercompany partner card in the intercompany app for Business Central.
To turn it on, open the intercompany partner card and find the purchase transactions section. Activate the option to transfer the purchase invoice line description. Once enabled, the description you type on your purchase invoice line is carried over to the receiving company’s intercompany journal when you post.
Enabling description transfer on the intercompany partner card
The setup happens in the sales company, on the card for the intercompany partner you trade with. In this example, that partner is the supply company.
Open the intercompany partner card, scroll to the purchase transactions section, and activate the setting Transfer P/I Lines Description. That is all the configuration you need. From now on, the description will follow your purchase invoice lines into the intercompany journal.
How the description flows from purchase invoice to intercompany journal
With the setting active, the process is straightforward. Open a purchase invoice in the sales company. The invoice has a vendor, a purchase invoice line, and the intercompany partner selected on the line.
Type or change the description on the purchase line, then post the invoice. When you switch to the supply company and open the intercompany journal, the lines created there carry the same description you entered on the purchase invoice. The journal lines are then ready to be posted in the supply company.
Why this is useful
Without this setting, the description on your purchase lines does not reach the partner’s intercompany journal, which means the person posting in the receiving company loses the context you wrote on the original line. Transferring the description keeps both companies working from the same information and makes the intercompany journal easier to review before posting.
Q&A
How do I transfer the purchase line description to my intercompany partner’s journal?
Open the intercompany partner card in the sales company, scroll to the purchase transactions section, and activate the Transfer P/I Lines Description setting. After that, the description on your purchase invoice lines is transferred to the partner’s intercompany journal when you post.
Where do I find the setting to transfer the purchase invoice line description?
The setting is on the intercompany partner card in the intercompany app, under the purchase transactions section. It is called Transfer P/I Lines Description.
When is the description actually transferred?
The description is transferred when you post the purchase invoice. After posting, the lines created in the receiving company’s intercompany journal carry the same description you entered on the purchase invoice line, and those lines are then ready to be posted.