Product

Advanced Intercompany

Real-time intercompany document exchange

The app enables Microsoft Dynamics 365 Business Central (former Dynamics NAV) users from multiple companies to trade between each other, mainly by exchanging the sales and purchase documents in real time. It combines the benefits of a typical EDI system with tracking of the quantity and value of goods in transit.

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Document management process

Synchronisation starts once a new sales or purchase order with intercompany partner information is released. The order lands in the partner company on hold for verification (delivery dates, quantities, prices). After approval the system creates the target document, sends a confirmation and notifies the user of the transaction status. Once goods are received, the invoice is posted automatically. Single documents (e.g. service invoices) can also be sent.

The solution for Capital Groups

The app enables Microsoft Dynamics 365 Business Central users from multiple companies to trade with each other, mainly by exchanging sales and purchase documents in real time. Advanced Intercompany combines the benefits of a typical EDI system with specific intercompany requirements, such as tracking quantities and values of in-transit items.

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Transaction types

Drop Shipment

Goods Trade

Service Sales

Return Process

Usage

Despite the fact that the main assumptions for the app have been developed for capital groups, it can also be used in other organizations successfully, for example in a group of business partners that collaborate closely.

Integration

Advanced Intercompany is usually implemented with Master Data Management System, which standardises master data (e.g. items) across all subsidiaries. However, Advanced Intercompany can also work on its own if data is maintained in standardised formats.

Comparison

Compared to standard Business Central

Comparison notes

Business Central Intercompany compared to Advanced Intercompany

The standard Business Central intercompany module and Advanced Intercompany both support initial setup of exchanged fields. Advanced Intercompany extends the process with richer buffers, warnings, error handling and configurable field exchange without object modifications.

Information

The received document contains mapped lines, for example mapped item numbers or G/L accounts.

Warning

The received document contains a value that requires attention, such as an earlier delivery date or a price different from the intercompany partner price.

Error

The received document contains an error, for example an item was not found or a G/L account does not exist.

Buffer

If required conditions are not met, the document is not uploaded automatically to the target table and is stored in the buffer.

Negotiations

Intercompany partners can exchange documents multiple times and add adjustments regarding price, availability, discounts or delivery dates.

Pre-Invoice process

Goods shipped from one company are automatically received at a virtual in-transit location by the other company.

Value streams

Benefits of implementing Advanced Intercompany

In addition to reducing manual entry errors, Advanced Intercompany helps companies monitor value streams for inventory moved between subsidiaries within their capital group. The app supports reconciliation of goods sent by one company but not yet received at the target location.

In-transit inventory

The system can automatically post goods to an in-transit location and then create a transfer order to the actual warehouse location.

Verified documents

Partner companies can verify agreed delivery dates, quantities and prices before processing the transaction.

Process visibility

Users are kept informed about the status of each intercompany transaction.

The use of the Advanced Intercompany module enables business partners to:

Streamline the creation of consolidated financial statements by simplifying reconciliation of in-transit items
Verify the order document after it is finally approved in the inbound order buffer
Speed up the processing of sales and purchase transactions in Dynamics 365 Business Central
Reduce the number of errors caused by manual data entry from multiple documents