Product

Intercompany Insights

Access to complete inventory information and customer/vendor balances

Intercompany Insights

Organisations operating within a group may struggle with insufficient access to information - even though they share the same management system. They should ensure access to inventory information as well as customer and vendor balances in other companies, which is crucial for their own transactions. Intercompany Insights enables local companies to share data on inventory and customer/vendor balances within a group - facilitating item availability checks and order planning based on the most beneficial scenario.

Tracking from multiple documents with filtering

The module offers advanced filtering, including control based on specific companies, items or their variants. Stock levels can be tracked from sales, purchase and production documents, and users can view customer statistics. Intercompany Insights also handles currency conversion within transactions, and is available in both on-premises and on-cloud models with the same functionality.

Tracking from multiple documents with filtering
Access to complete inventory information and customer/vendor balances

Access to complete inventory information and customer/vendor balances

Intercompany Insights is a proprietary application developed by IT.integro, enabling local companies to share inventory and customer/vendor balance data within a group. The solution supports item availability checks and order planning based on the most beneficial scenario, such as using vendors within the group with the best prices, avoiding customers with payment delays or locating companies with excess inventory.

E-book

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Get a practical guide to Intercompany Insights, including filtering, access to inventory and customer/vendor balances, sample features and implementation benefits.

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Intercompany Insights e-book
Key features

Item availability overview

Check item numbers, locations, units, availability, demand and orders across the group.

Sales & purchase document cards

Availability Overview on documents, item and planning sheets - full availability for a line or variant.

Customer Balance Overview

Customer balances across companies, with exchange-rate conversion where needed.

Customer statistics

ICI Balance and ICI Overdue Balance per company you are working with.

Integration

Intercompany Insights works alongside Advanced Intercompany and Master Data Management System as part of Global Integration Apps.

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Sample features

Sample features of Intercompany Insights

Intercompany Insights adds dedicated views and actions in Business Central so users can check availability, customer balances and overdue balances across companies directly from the screens where they work.

Item availability overview

The tab provides detailed information on inventory, including item numbers, location codes, units of measure, availability, demand and orders.

Sales and purchase document cards

New fields, actions and FactBoxes provide access to Availability Overview from sales and purchase documents, item cards and planning sheets.

Customer Balance Overview

The overview stores customer balance information across companies and can calculate amounts using relevant exchange rates.

Customer statistics

Customer statistics show ICI Balance and ICI Overdue Balance for the company the user is working with.

The benefits of Intercompany Insights

  • Enhanced inventory management in multi-company organizations and capital groups
  • Improved control and insight into inventory levels in each location
  • Fast inventory availability calculation per subsidiary, location, item and variant
  • Better handling of customer requests regarding item availability
  • Reduction of slow-moving stock levels
  • Streamlined inventory transfers between locations
  • Reduction of sales to customers with overdue payments
Documentation

More about Intercompany Insights

Read the full documentation to learn how Intercompany Insights works in Microsoft Dynamics 365 Business Central.

Read the Documentation ↗

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