Setup on Product Documentation

Intercompany setup

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

Purpose

The intercompany setup controls how BE-terna Intercompany processes documents company-wide. The page groups every non-partner-specific switch and defines the frame for exchange with all IC partners.

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Prerequisites

BE-terna Intercompany is installed in the company.
A user with permission for the Intercompany Setup page is available.
The Intercompany role center can be activated in user settings (see Role center).

Recommended order

Open the intercompany setup and review the base values.
Align transfer of line comments and item tracking with your own processes.
Configure the job queue for file import and automatic acceptance.
Create one partner card per IC partner and refine the switches there.

Setup building blocks

Document line comments

When line-comment transfer is active, comments on purchase and sales document lines travel with the IC document and become visible at the partner. See Line comments.

Intercompany partner

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

Purpose

The partner card describes a concrete business partner in the intercompany exchange. Settings on the partner level override the global switches from the intercompany setup and define the transport channel, file format, and process-specific behaviour.

Prerequisites

Intercompany setup is completed.
The partner company is known (company name or external IC code).
The exchange method (server directory, Azure File Share, or direct company access) is agreed with the partner.

Recommended order

Create the partner, record the code and company/path information.
Pick the import/export implementation (XMLport) – keep the default for the standard format.
Set process options for purchase, sales, drop shipment, and warehouse receipt.
Send a test document to the partner and verify the outcome in the role center.

Setup building blocks

General

Define the partner code, base information, and whether the partner actively participates in the exchange.

Customer and sales

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

Purpose

This page groups the customer and sales setup steps that are specifically needed for intercompany exchange. They complement the standard Business Central setup with behavioural rules that kick in when IC sales documents are sent or accepted.

Prerequisites

Sales & receivables setup in Business Central is completed.
Permissions for the Sales & Receivables Setup page are granted.

Setup building blocks

Allow quantity 0 on posting

This switch suppresses the standard check Warn before posting sales lines with quantity 0. It is helpful when IC order changes leave lines at quantity 0 that would otherwise block posting.

Vendor and purchase

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

Purpose

This page groups the vendor and purchase setup steps that are specifically needed for intercompany exchange. They adapt the standard Business Central behaviour to the IC flow, especially around drop shipments and subsequent quantity changes.

Prerequisites

Purchases & payables setup in Business Central is completed.
Permissions for the Purchases & Payables Setup page are granted.

Setup building blocks

Allow invoicing drop shipment before sales

By default, Business Central blocks invoicing a purchase order for a drop shipment until the linked sales order has been invoiced. This switch lifts that lock.

Job queue

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

Purpose

The job queue is the engine for automated file exchange. This page describes the one-time setup for automatic file import and background dispatch. Ongoing operation (monitoring, retry, error analysis) is covered on the Job queue page in the administration module.

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Prerequisites

Job queues are enabled in Business Central.
The job queue service account has access to the exchange directory (server share or Azure File Share).
Automatic file import is enabled in the intercompany setup.
For automatic acceptance the corresponding option is set in the intercompany setup.

Recommended order

Enable automatic file import in the intercompany setup.
Verify that the job queue entry for file import has been created automatically.
If desired: enable automatic retry of acceptance, set the maximum number of attempts.
Store credentials and path to the exchange directory in the setup.

Setup building blocks

Job queue entry for file import

Enabling automatic file import creates a recurring job queue entry automatically. It reads files from the configured directory and creates incoming transactions in the inbox.