Overview

Purpose

BE-terna Intercompany enables automated exchange of documents and master data between Business Central companies. The solution extends the standard with an end-to-end document flow from purchasing through invoicing, reduces manual reconciliation effort, and keeps data consistent across company boundaries.

The target audience is end users in purchasing, sales, logistics, and finance, as well as key users and administrators who are responsible for cross-company exchange.

Business value

• Seamless integration into Microsoft Dynamics 365 Business Central with no additional interface.
• End-to-end process coverage from sales order through shipment and goods receipt to invoicing.
• Improved data quality through price and text validation between IC partners.
• Lower manual effort thanks to automated document dispatch and automatic processing on the receiving side.
• Reduced need for cross-company permissions through background processing without direct access to partner companies.

Functional focus

Extended logistics and document flow

Item tracking with serial and lot numbers is passed through across companies. Goods receipts and shipments can be created automatically from incoming IC documents. Drop shipments can be delivered and invoiced directly from the purchase order without manual intermediate steps.

Process control and compliance

Order confirmations are transferred automatically to the purchasing company. Changes to purchase orders that have already been transferred are supported. Posted documents can be resent when required without cancelling the original transaction.

Automated dispatch

A job queue handles background dispatch so users do not need permissions on partner companies. File exchange can run through a server directory or Azure File Share using a consistent interface that can also be extended with custom formats.

Modules

• Setup – Intercompany setup, IC partners, customer and vendor configuration, job queue.
• Processes – Sales, purchasing, and cross-functional document processes including item tracking, resources, and mapping.
• Administration – Role center, permissions, inbox/outbox, transaction status, error log, job queue.
• Release Notes – Version history and changes for each Business Central release.