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One sale, two documents: set up the pairing between your companies

One sale, two documents: set up the pairing between your companies

Intercompany: one sale, two companies' books · presentation 1 of 2 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Intercompany: one sale, two companies' books · presentation 1 of 2

One sale, two documents: set up the pairing between your companies

You can say what the intercompany pairing does and what it does not, bill the buying company through its own entity record…

What the pairing is

Step 1 — Decide what the pairing will and will not do

You will know exactly what you are switching on.

What this step names
  1. When GadgetSphere Distribution sells a pallet of accessories to GadgetSphere Sdn Bhd
  2. The same event has to exist twice…
  3. Facing opposite ways
  4. Agreeing

Step 2 — Bill the buying company through its own record

The seller can bill the buyer in a way the pairing understands.

  • Open GadgetSphere Sdn Bhd's own record in the Entity applet and give it the…
Screen capture pending the demo tenant

Entity applet, the company's own record, Main tab, with Type and AR/AP Type

Step 3 — Give each company the account it posts to

Each side lands in the right control account.

Screen capture pending the demo tenant

Entity applet, the company's own record, Company Linking tab, AR/AP Type on a row

Where the document goes

Step 4 — Name the branch that receives

The pairing knows which of the buyer's branches gets the document.

  • Open GS-KV-01 in the Organisation applet and set its Default Entity Branch to that…
Screen capture pending the demo tenant

Organisation applet, Branch Edit, Details, Default Entity Branch

Step 5 — Write the rule on the selling branch

The seller's branch has a rule an invoice can choose.

  • Open GadgetSphere Distribution's selling branch in the Organisation applet, then its Intercompany Configuration tab
  • Add a row with a config code and name you will recognise on an…
Screen capture pending the demo tenant

Organisation applet, Branch Edit, Intercompany Configuration, adding a row

Step 6 — Choose the pairing on each sale

Each intercompany sale carries its instruction.

  • Open the Account tab and its Intercompany sub-tab
  • Choose the Intercompany Branch, GS-KV-01's row, then the configuration…
  • Add the sub-tab to your checklist for every invoice to a group company
Screen capture pending the demo tenant

Sales Invoice, Account tab, Intercompany sub-tab, with Intercompany Branch and the configuration

What success looks like

Step 7 — Check the first pair

You will know the set-up works.

  • Open the Purchase Invoice applet for GadgetSphere Sdn Bhd

RM 20,000

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What a supplier record controls, and what it only records — transcriptOne sale, two documents: set up the pairing between your companies — transcript