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The intercompany/”>Intercompany app in Business Central handles transactions between companies in the same group, and getting the setup right determines how smoothly those transactions flow. This guide walks through every field in the Intercompany app setup so you know what each option does before you turn it on.
You map dimensions between companies using either Standard or One to One. Choose One to One when both companies use the same dimensions, and they map automatically. Choose Standard when you need to map each dimension manually.
You set the IC company type to either Sales company or Supply company to control which fields appear on the intercompany partner card.
You control the receipt posting date with three options: Original, Workdate, and Document date. Each option sets the posting date on your purchase header differently.
You should normally activate Auto transfer outbox transaction so transactions export automatically as soon as they are created. You can also activate Auto accept outbox export confirmation to skip the confirmation prompt on every transaction.
General dimension mapping: Standard versus One to One
The first field in the setup is the general dimension mapping. Here you choose between Standard and One to One.
If you choose Standard, the standard intercompany dimension is required. You then map all of your dimensions the way you want them to behave between the companies.
If your dimensions are the same in both companies, choose One to One. The dimensions are then mapped automatically and sent between the companies without any manual work.
IC company type: Sales company or Supply company
The IC company type lets you choose between a sales company and a supply company. This setting narrows down what you see on your intercompany partner card, so you only see the fields that are relevant for either a sales company or an inventory company.
Auto release combined invoice
When an invoice is created, it is normally just opened. With the Auto release combined invoice option, you can set the invoice to be released automatically instead.
Default buy-from vendor and receipt posting date
The default buy-from vendor is set up for the intercompany vendor.
The receipt posting date controls the date set on your purchase header, and you choose between three options:
- Original means nothing is updated between the companies.
- Workdate sets the posting date to the workdate.
- Document date takes the posting date from your intercompany partner and sets it as the posting date on your own document.
Automatic transfer and acceptance settings
At the bottom of the setup you have two automation options.
Auto transfer outbox transaction makes the program automatically export an intercompany outbox transaction as soon as it is created. This is normally left activated.
Auto accept outbox export confirmation handles the confirmation prompt. As standard, whenever you do an intercompany transaction, a box appears asking whether you want to accept it. If you always want transactions accepted, activate this field and you won’t get the message every time.
Q&A
When should I use One to One dimension mapping in the Intercompany app?
Use One to One when both companies use the same dimensions. The dimensions are then mapped automatically and sent between the companies, so you avoid mapping each one manually. Use Standard when the dimensions differ and you need to map them yourself.
What is the difference between the receipt posting date options?
Original means nothing is updated between the companies. Workdate sets the posting date to the workdate. Document date uses the posting date from your intercompany partner and applies it to your own document. This date is set on your purchase header.
What does Auto accept outbox export confirmation do?
Normally a box appears asking whether you want to accept each intercompany transaction. If you activate Auto accept outbox export confirmation, transactions are accepted automatically and you no longer get the confirmation prompt every time.
Should I activate Auto transfer outbox transaction?
Yes, this is normally activated. It makes the program automatically export an intercompany outbox transaction as soon as it is created.