Przemysław Kniat
Sales Department Manager
Opiekun produktu
Insight into inventory availability and customer balance overviews across companies within the group
Organisations operating within a group may struggle with insufficient access to information – even though they share the same management system. While maintaining cooperation, they should ensure access to inventory information as well as customer balances in other companies, which is crucial for their own transactions. To provide a detailed insight into this data, the Intercompany Insights module has been developed.
Intercompany Insights is a proprietary application developed by IT.integro, enabling local companies to share data on inventory and customer balances within a given group. The solution facilitates not only checking item availability, but also planning orders based on the most beneficial scenario – e.g. avoiding customers with registered payment delays or locating companies with excess inventory.
What problems can be solved with Intercompany Insights?
Current Item Availability
Insight into the stock levels and availability gives instant information if the customer order...
Current Item Availability
Insight into the stock levels and availability gives instant information if the customer order can be delivered from the other location in the group in case of lack of the own inventory.
Enhanced inventory management
Companies within the group have access to an overview of inventory levels at various...
Enhanced inventory management
Companies within the group have access to an overview of inventory levels at various locations throughout the entire international organization. This allows them to purchase the necessary stock from other entities within the group instead of ordering it from external suppliers. Additionally, from the perspective of the entire group, this helps reduce slow-moving inventory levels. Quite often, stock that moves slowly in one company is needed in another.
Reduction of sales to customers with overdue payments
Insight into customer data across different companies in the group allows for control over...
Reduction of sales to customers with overdue payments
Insight into customer data across different companies in the group allows for control over aspects such as customer balances. This functionality helps companies avoid selling goods and services to customers with overdue payments.
Enhanced handling of customer request regarding item availability
Immediate access to inventory availability across the group of companies enables quick calculations of...
Enhanced handling of customer request regarding item availability
Immediate access to inventory availability across the group of companies enables quick calculations of availability by branch, location, stock, or stock variant, thus facilitating prompt responses to customer inquiries.
Functionality of Intercompany Insights
The module offers advanced filtering options, including control based on specific companies, items or their variants for individual companies. Tracking of stock levels can be done from different levels - sales, purchase and production documents. In addition, users can view customer statistics. Intercompany Insights facilitates currency conversion within transactions. The application is available in both on-premises and on-cloud models with the same functionality.
Item availability overview
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Item availability overview
The tab provides detailed information on the inventory of companies within the group, enabling users to check item numbers, location codes, units of measure used, availability, demand, and orders.
Sales and purchase document cards
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Sales and purchase document cards
Equipped with a new field, new actions and new FactBox, sales and purchase document cards ensure access to the Availability Overview, where users can view the full availability of items for a line item or variant combination and display availability details for an item/variant combination. All actions can be performer from sales and purchase documents as well as item and planning sheets.
Customer Balance Overview
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Customer Balance Overview
Customer Balance Overview in Intercompany Insights stores information about customer balances across companies. If needed, the module allows you to calculate the amounts taking into account relevant exchange rates.
Customer statistics
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Customer statistics
Intercompany Insights displays Customer statistics composed of two fields – ICI Balance and ICI Overdue Balance. They represent the sum of all fields of entries in the ICI Customer Balance Overview for the particular company you are working with.
Item availability overview
The tab provides detailed information on the inventory of companies...
Item availability overview
The tab provides detailed information on the inventory of companies within the group, enabling users to check item numbers, location codes, units of measure used, availability, demand, and orders.
Sales and purchase document cards
Equipped with a new field, new actions and new FactBox,...
Sales and purchase document cards
Equipped with a new field, new actions and new FactBox, sales and purchase document cards ensure access to the Availability Overview, where users can view the full availability of items for a line item or variant combination and display availability details for an item/variant combination. All actions can be performer from sales and purchase documents as well as item and planning sheets.
Customer Balance Overview
Customer Balance Overview in Intercompany Insights stores information about customer...
Customer Balance Overview
Customer Balance Overview in Intercompany Insights stores information about customer balances across companies. If needed, the module allows you to calculate the amounts taking into account relevant exchange rates.
Customer statistics
Intercompany Insights displays Customer statistics composed of two fields –...
Customer statistics
Intercompany Insights displays Customer statistics composed of two fields – ICI Balance and ICI Overdue Balance. They represent the sum of all fields of entries in the ICI Customer Balance Overview for the particular company you are working with.
Price list
Subscription
online
on-premises
Per User
2
/ month
Unlimited
200
/ month
Perpetual license
on-premises
Per User
50
+EP
Unlimited
5000
+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
Intercompany Insights
Product specialist
Przemysław Kniat
Sales Department Manager
Important links
Check out the list of links and get quick access to materials, reports and key resources.
Reviews of Intercompany Insights
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