General on Product Documentation

Item tracking

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

BE-terna Intercompany extends the Business Central standard so that item tracking (lot and serial numbers) is transferred consistently across companies. This keeps traceability intact beyond the company boundary – from the outgoing document to the warehouse receipt at the partner.

Supported are purchase orders, sales orders, sales and purchase invoices, and sales and purchase shipments.

Business value

End-to-end traceability of lots and serial numbers across companies.
Automatic assignment of tracking data at the receiver when items and tracking codes match.
Deviations land in the error log and can be corrected there.
Foundation for compliance evidence in regulated industries.

Focus areas

Inspect tracking on IC documents

The line menu of each IC document exposes the transferred item tracking.

Resources

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

Resources such as services or internal capacity can be used in IC exchange when the resource card carries an IC partner reference. This page describes how BE-terna Intercompany validates, transfers, and resolves resources at the receiver.

Business value

Services and internal capacity can be carried on IC documents just like items.
Automatic validation makes sure only resources with a stored IC partner reference are sent.
On the receiver side, incoming IC resources are automatically mapped to the local resource.

Focus areas

Activation in the intercompany setup

Enable IC resources globally in the intercompany setup. The following mechanisms then apply.

Line comments

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

Comments on purchase and sales document lines can be transferred with the IC document so that the partner sees the same business context. This page describes activation and visibility in the document context.

Business value

Business-side hints (for example delivery notes, internal agreements) reach the partner without a side-channel email.
The comment appears on the correct document and the correct line, not as a bulk attachment.

Focus areas

Activation in the intercompany setup

The option Transfer line comments activates the transfer. Without this switch, line comments are not sent and are not visible at the receiver.

Unit of measure mapping

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

When sender and receiver use different units of measure for the same item, the mapping makes sure quantities are transferred consistently and converted correctly. This page describes how to create and use UoM mappings.

Business value

Quantities and prices stay consistent despite differing units of measure.
Manual conversions at the receiver are no longer needed.
The classic “forgotten conversion” error is removed by stored factors.

Focus areas

Creating a mapping row

On the U. of Measure Mappings page, create one row per combination: source UoM in the sending company, target UoM in the receiving company, and the conversion factor.

Automation

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

Intercompany exchange ideally runs without manual intervention: the receiving company accepts incoming documents automatically and processes them further. This page describes how BE-terna Intercompany keeps automatic acceptance stable even when individual tasks fail.

Business value

More stable automatic operation, because transient errors do not require manual rework.
A clear upper bound on retries prevents endless loops.
Activation and deactivation fully manage the job queue by themselves.

Focus areas

Standard behaviour

When an IC document is sent from company to company, the receiving company – with automatic acceptance enabled – creates a task in the job queue. If acceptance fails, the task stays in state Error and is not processed further without intervention.

Custom file formats

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

When data exchange with an IC partner uses files – transfer types File location, E-mail, or File location (server) – custom formats can be used. File import and export go through an interface; custom implementations can be picked per partner card.

Business value

Connect partners that do not use the standard format without changing the core process.
The exchange format can be defined per partner.
Extensions can provide external XML or EDI variants without product modifications.

Focus areas

Selection on the partner card

The Import/Export field on the IC partner card picks the implementation. If a custom variant is configured for the partner, it is used automatically on sending and receiving.