How does Advanced Intercompany extend the standard Dynamics 365 Business Central Intercompany module?
Negotiations
Advanced Intercompany facilitates the interaction between partners involved in the intercompany process.
Once a document is sent to the intercompany partner, it can be updated or rejected. Any updates made to the document are sent back to the intercompany partner who created the document for confirmation. The intercompany partner acting as the vendor cannot proceed with shipping the order, until both intercompany partners have approved the terms and conditions of the order.Intercompany document status
The app introduces a new status field that provides detailed information about the current status of the intercompany document. Moreover, the IC status is used to control document modifications, ensuring that at any given time the document can be modified only by one partner involved in the transaction. This feature prevents users from performing such activities, such as editing, releasing or posting the document depending on the current order status.
Configurable document structure with update control
The structure of the exchanged documents is not fixed. The user can customize message templates by choosing the fields to be exchanged for different document types. Moreover, the system can track field modifications, preventing unauthorized changes. If necessary, user approval is required. For instance, if unit price fields have been changed on the document, the system will prompt the user to approve this modification before processing the document update.
Enhanced drop shipment
The system allows to easily convert the end customer sales order into intercompany purchase orders (or multiple purchase orders to different vendors). Moreover, the changes made on the intercompany partner side can be propagated to both the IC purchase order and the end customer’s sales order. There are also some optional improvements in the posting routines:
- automatic purchase receipt and sales shipment posting when goods are shipped to the end customer from the IC vendor,
- automatic end customer invoicing.
Drop shipment returns
The drop-shipment process is also available for the return order. It can be initiated by both the IC customer and IC vendor, depending on who has been notified about the return order or where the goods have been returned.
Support for Digital Vouchers
Advanced Intercompany is integrated with the Digital Voucher functionality of Business Central. Incoming documents attached to posted sales invoice can be transferred to the IC purchase invoice at the intercompany partner side. It reduces the manual work required by the finance team where attachment of the posted sales invoice from the vendor is mandatory on the purchase document (f.e. Denmark).
Item tracking synchronization
Advanced Intercompany enables the synchronization of item tracking lines (including lot numbers and serial numbers). These item tracking lines can be sent in the shipment notification message. As a result, the IC customer has the item tracking information automatically created (or updated) on the purchase document.
Pre-invoicing
With the pre-invoicing functionality, the app allows you to issue an invoice (or credit memo) before the goods are physically received. The functionality enables the pre-booking of items at a virtual location and issuing an invoice before the physical receipt is posted. The final receipt is posted to the target location using the transfer order. Another benefit of this feature is that the headquarters can view available inventory for the goods in transit.
Combined Invoicing
With Advanced Intercompany, you can invoice multiple shipments and send the combined sales invoice to be created as the combined purchase invoice at the IC partner’s side. This helps reduce the number of invoices exchanged with the intercompany partner.
Full automation
The entire intercompany process can be fully automated using job queue entries. However, administrators have full control over which steps of the intercompany trade or posting processes should be automated.
Data mapping
You can map document lines between different document types and numbers. It is also possible to set up cross-type mappings (i.e., from a resource to the G/L account). Moreover, you can set up mapping rules to convert inbound or outbound field values.
Shipment notification
When the goods are shipped, the system can generate a shipment notification message to inform the intercompany partner about the shipment.
