Advanced Intercompany
app for Microsoft Dynamics 365 Business Central

Managing and tracking intercompany transactions in real-time

The Advanced Intercompany app enables Microsoft Dynamics 365 Business Centralusers from multiple companies to enhance trade between other (mainly by exchanging the sales and purchase documents in real time). The solution combines the benefits of a typical EDI system with specific functionality requirements related to intercompany i.e. tracking quantities and values of in-transit items. Advanced Intercompany also improves and automates the intercompany drop shipment process when goods are delivered to the end customer directly from the intercompany partner warehouse.

a man and woman looking at a tablet

What problems can be solved with Advanced Intercompany?

  • Smoother integration with e-commerce

    With fully automated drop shipment process, it’s easy to implement the process of direct...

    Smoother integration with e-commerce

    With fully automated drop shipment process, it’s easy to implement the process of direct delivery from any of the companies in the group.

  • Speed up the processing of sales and purchase transactions

    With the application, all tasks in sales and purchase processes are handled within Dynamics...

    Speed up the processing of sales and purchase transactions

    With the application, all tasks in sales and purchase processes are handled within Dynamics 365 Business Central. This facilitates the work for both business partners and end buyers.

  • Documents verification

    The incoming order buffer functionality allows verification of the order document before its final...

    Documents verification

    The incoming order buffer functionality allows verification of the order document before its final approval.

  • Reduce errors

    Thanks to the Advanced Intercompany application, users do not need to manually enter data...

    Reduce errors

    Thanks to the Advanced Intercompany application, users do not need to manually enter data from multiple documents, reducing the risk of data errors.

  • In-transit inventory value control

    The Advanced Intercompany application simplifies the reconciliation process of in-transit inventory values. This ensures...

    In-transit inventory value control

    The Advanced Intercompany application simplifies the reconciliation process of in-transit inventory values. This ensures accurate tracking of the total inventory value across all companies within the group. It applies to both inventory stored in warehouses and items currently being transferred from one group company to another as part of the intercompany process.

  • z

    Functionality of Advanced Intercompany

  • Intercompany transactions

    Intercompany transactions

    The document synchronization process is triggered as soon as a new sales or purchase order is released (the document must contain the information that the vendor/customer is the intercompany partner). Then, the sales/purchase order is automatically sent to a partner company, where it is kept on hold until it is verified. The verification process can include such data as agreed delivery dates, quantities and prices. After the order is approved, the system creates a target document and sends a confirmation of the order receipt to the customer. This way, both companies verify and agree upon essential elements of the document before it is processed.

    The system also sends a notification after the order is sent. This way, it keeps the user updated on the status of each intercompany transaction that is processed. After the items are received in the warehouse, the invoice is posted automatically which closes the settlement of the transaction.
    In addition, it is also possible to send single documents e.g. service invoices that are not managed within the logistic process.

     

  • Drop shipment

    Drop shipment

    The Advanced Intercompany app supports the direct delivery from the vendor to the final customer which is the process called drop shipment. In such a scenario in the buyer company, a sales order for the final customer is created and a purchase order is sent to the IC partner. The purchase order is sent to the IC partner and sales order is created on the seller side. The exchange of the documents between the buyer and seller company does not differ from the regular process.

  • Intercompany returns

    Intercompany returns

    Advanced Intercompany supports a variety of business return processes:

    • intercompany return process,
    • drop shipment return to the buyer,
    • drop shipment return to the seller.

  • Intercompany services

    Intercompany services

    Advanced Intercompany allows sending a posted document (standalone invoice or credit memo) without requiring a confirmation from the intercompany partner. It is especially useful for invoicing the intercompany services.

  • z
    a man and woman shaking hands in a warehouse

    Intercompany transactions

    The document synchronization process is triggered as soon as a...

    More

    Intercompany transactions

    The document synchronization process is triggered as soon as a new sales or purchase order is released (the document must contain the information that the vendor/customer is the intercompany partner). Then, the sales/purchase order is automatically sent to a partner company, where it is kept on hold until it is verified. The verification process can include such data as agreed delivery dates, quantities and prices. After the order is approved, the system creates a target document and sends a confirmation of the order receipt to the customer. This way, both companies verify and agree upon essential elements of the document before it is processed.

    The system also sends a notification after the order is sent. This way, it keeps the user updated on the status of each intercompany transaction that is processed. After the items are received in the warehouse, the invoice is posted automatically which closes the settlement of the transaction.
    In addition, it is also possible to send single documents e.g. service invoices that are not managed within the logistic process.

     

    a man and woman signing a document

    Drop shipment

    The Advanced Intercompany app supports the direct delivery from the...

    More

    Drop shipment

    The Advanced Intercompany app supports the direct delivery from the vendor to the final customer which is the process called drop shipment. In such a scenario in the buyer company, a sales order for the final customer is created and a purchase order is sent to the IC partner. The purchase order is sent to the IC partner and sales order is created on the seller side. The exchange of the documents between the buyer and seller company does not differ from the regular process.

    a man in a blue shirt loading boxes into a van

    Intercompany returns

    Advanced Intercompany supports a variety of business return processes:

      ...
    More

    Intercompany returns

    Advanced Intercompany supports a variety of business return processes:

    • intercompany return process,
    • drop shipment return to the buyer,
    • drop shipment return to the seller.

    a group of people around a table

    Intercompany services

    Advanced Intercompany allows sending a posted document (standalone invoice or...

    More

    Intercompany services

    Advanced Intercompany allows sending a posted document (standalone invoice or credit memo) without requiring a confirmation from the intercompany partner. It is especially useful for invoicing the intercompany services.

    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.

    Price list

    Subscription

    online

    on-premises

    Per User

    6

    / month

    Unlimited

    600

    / month

    Perpetual license

    on-premises

    Per user

    140

    +EP

    Unlimited

    14000

    +EP

    • Per User – the fee is calculated on the basis of the number of Dynamics 365 Business Central full users
    • EP – in the case of the Perpetual License, the prices should be increased by an annual fee or the Enhancement Plan (EP)
    • Unlimited – the fee does not depend on the number of Business Central users
    • The license fee is calculated for each Dynamics 365 Business Central tenant separately
    • The above prices do not include VAT

    Ask me about the application

    Advanced Intercompany

    Product specialist

    Przemysław Kniat

    Sales Department Manager

    Contact me

    Reviews of Advanced Intercompany

  • The Global Integration Apps from IT.integro are highly ranked by Fellowmind consultants. Mainly for the high quality, rich functionality and that they are user-friendly.

  • One of the most complex part of the project is making customer specific functionality. In a lot of cases we had to make customers’ specific functionality, to fulfill the customers' needs, for Advanced Intercompany functionality. We used the help of Advanced Intercompany of IT.integro, we can reduce the number of customers' specific functionalities, which makes projects much easier and much better, and much more plannable.

  • We chose IT.integro because of their solution that is available globally. They also are a professional partner to work with and a good sparring partner in case we have customers that don’t fit to the standard solution. A strength of the Microsoft platform lies in combining market leading apps to create the ecosystem that fits the customer’s purpose best. In our case an ecosystem that combines Drink-IT, Master Data Management System and Advanced Intercompany of IT.integro and potentially other apps.

  • Before we used the IT.integro's Advanced Intercompany functionality, we tried to use the standard functionality of Dynamics 365 Business Central. But in a lot of cases the standard functionality didn't fulfill the needs of our customers. So we had to make a next step and we've made a customer specific functionality. And everybody knows customizations cost a lot of time and it's very difficult to plan, so it makes your project quite complex and in the end is always the question "Does the customer get what he thought he got". And now we use Advanced Intercompany - the customer knows upfront what he gets. It is quite easy to implement application, so before you start the project, you already know, what the end result will be. And that makes us as a partner happy and it makes our customers also happy.

  • Advanced Intercompany is very important for our international customers. It's important for automation of order processing, but it also has a positive effect on the lead time of our customers to their customers. And beside the lead time, also it has a positive effect on reducing errors, so Advanced Intercompany is very important for user experience of our customers' customers.

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    Przemysław Kniat

    Sales Department Manager

    Opiekun produktu

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