Intercompany Enhancements
The Intercompany Enhancements feature provides advanced intercompany functionality with enhanced item tracking, lot number support, and improved intercompany journal and transaction management capabilities.
🎯 Overview
This feature significantly extends Business Central's intercompany capabilities with advanced item tracking support, lot number management in IC transactions, enhanced IC journal functionality, and comprehensive IC transaction processing improvements.
✨ Key Features
Enhanced IC Transaction Processing
- Item Tracking in IC Transactions: Full item tracking support in intercompany transactions
- Lot Number IC Support: Lot number tracking across intercompany transactions
- IC Outbox/Inbox Enhancement: Improved IC outbox and inbox transaction management
- Advanced IC Validation: Enhanced validation for intercompany transactions
IC Journal Enhancements
- IC General Journal Integration: Enhanced intercompany functionality in general journals
- IC Account Type Support: Extended IC account type handling in journals
- IC Number Field Management: Advanced IC account number management
- Automatic IC Posting: Streamlined IC posting processes
IC Partner Management
- Enhanced IC Partner Setup: Extended IC partner configuration options
- IC Transaction Monitoring: Advanced monitoring of IC transactions
- IC Reconciliation: Enhanced reconciliation processes between IC partners
- IC Approval Workflows: Approval workflows for IC transactions
Cross-Company Integration
- Multi-Company IC Support: Support for complex multi-company structures
- IC Dimension Management: Enhanced dimension handling in IC scenarios
- IC Currency Management: Advanced currency handling for IC transactions
- IC Reporting Enhancement: Comprehensive IC reporting capabilities
📋 Setup Instructions
1. IC Partner Configuration
Set Up Enhanced IC Partners
- Open IC Partners from the search
- Configure IC partner with enhanced options:
Partner Code: IC_SUBSIDIARY_A Name: Subsidiary Company A Currency Code: USD Enable Item Tracking: Yes Enable Lot Tracking: Yes Default IC G/L Account: 999999
Configure IC Dimensions
- Set up IC dimension mapping:
IC Partner: IC_SUBSIDIARY_A Dimension Mapping: - Local Department → IC Department - Local Project → IC Project
2. IC Journal Setup
Configure IC General Journals
- Open General Journal Templates
- Set up IC-specific templates:
Template Name: INTERCO Type: Intercompany Page ID: IC General Journal Enable IC Account Types: Yes
Set Up IC Journal Batches
- Create IC-specific journal batches:
Batch Name: IC_MONTHLY Description: Monthly IC Transactions Default IC Partner: IC_SUBSIDIARY_A Auto-Post IC Transactions: Yes
3. Item Tracking Configuration
Enable IC Item Tracking
- Configure item tracking for IC items:
Item Card: Item Tracking Code: IC_LOT_TRACKING IC Partner Item Tracking: Yes Enable Cross-Company Tracking: Yes
Set Up IC Tracking Specifications
- Configure tracking specifications for IC:
IC Tracking Setup: Enable Lot Number IC Sync: Yes Sync Tracking on IC Post: Yes Validate IC Tracking: Yes
4. IC Setup Migration
Migrate IC Setup Data
- The system includes migration routines for IC setup
- Configure IC setup migration:
Company Information: IC Setup Migrated: Auto-set during upgrade Retain IC Journal Document No.: Yes IC Partner Code: Current company IC code
🔧 Configuration Options
IC Transaction Types
| Type | Description | Tracking Support |
|---|---|---|
| IC General Journal | Standard IC journal entries | Full tracking |
| IC Sales/Purchase | IC sales and purchase documents | Item and lot tracking |
| IC Inventory | IC inventory transfers | Complete tracking |
| IC Fixed Assets | IC fixed asset transfers | Asset tracking |
IC Item Tracking Levels
| Level | Description | Features |
|---|---|---|
| None | No item tracking | Standard IC processing |
| Serial | Serial number tracking | Serial-specific IC transactions |
| Lot | Lot number tracking | Lot-specific IC processing |
| Both | Serial and lot tracking | Complete tracking support |
IC Validation Options
| Option | Description | Impact |
|---|---|---|
| Basic | Standard IC validation | Minimum validation |
| Enhanced | Advanced IC validation | Extended business rules |
| Strict | Comprehensive validation | Full compliance checking |
| Custom | Organization-specific rules | Tailored validation |
💡 Business Benefits
Enhanced Control
- Complete Traceability: Full tracking across company boundaries
- Improved Accuracy: Reduced errors in IC transactions
- Better Compliance: Enhanced compliance with IC regulations
- Audit Trail: Complete audit trail for IC transactions
Operational Efficiency
- Automated Processing: Streamlined IC transaction processing
- Reduced Manual Work: Less manual intervention required
- Faster Settlement: Quicker IC reconciliation processes
- Error Reduction: Fewer IC transaction errors
Advanced Integration
- Multi-Company Support: Handle complex IC structures
- Item Tracking: Complete item tracking across companies
- Dimension Integration: Proper dimension handling in IC scenarios
- Currency Management: Advanced multi-currency IC support
📊 Usage Examples
Example 1: IC Sale with Lot Tracking
Scenario: Sale from Company A to IC Partner B
Item: PRODUCT_001 (with lot tracking)
Lot Number: LOT-2024-001
Quantity: 100 units
Sales Price: $50.00 per unit
IC Transaction Flow:
1. Company A creates IC sales transaction
2. Lot number LOT-2024-001 included in IC data
3. IC outbox entry created with tracking info
4. Company B receives IC inbox entry
5. Lot tracking synchronized between companies
6. Both companies have complete lot traceability
Example 2: IC General Journal with Dimensions
Journal Entry: Allocation of shared services cost
Amount: $25,000
From: Head Office (Company A)
To: Subsidiary (Company B)
Department Dimension: IT_SERVICES
IC Processing:
1. General journal entry with IC account type
2. Dimension mapping applied automatically
3. IC outbox entry created with dimensions
4. Subsidiary receives with correct dimensions
5. Automatic posting in both companies
Example 3: IC Inventory Transfer
Transfer: Inter-company inventory movement
From Location: MAIN (Company A)
To Location: BRANCH (Company B)
Items: Multiple items with serial/lot tracking
IC Transfer Process:
1. Transfer order created with IC partner
2. Item tracking specified for all items
3. IC processing includes all tracking details
4. Receiving company gets complete tracking info
5. Inventory updated with proper tracking
Example 4: IC Setup Migration
Upgrade Scenario: Migrating from older IC setup
Legacy Data:
- IC Partner codes in Company Information
- IC Journal document numbering settings
- IC posting configurations
Migration Result:
- IC Setup table populated with legacy data
- IC Partner relationships maintained
- Document numbering preserved
- Enhanced features enabled
🔍 Troubleshooting
Common Issues
IC Item Tracking Not Syncing
Problem: Item tracking not transferring between IC partners Solution:
- Verify IC partner has item tracking enabled
- Check item tracking code configuration for IC
- Ensure IC outbox/inbox processing includes tracking
- Review IC tracking specification setup
IC Journal Posting Issues
Problem: IC journal entries not posting correctly Solution:
- Check IC account type configuration
- Verify IC partner setup and mapping
- Ensure IC journal template is properly configured
- Review IC posting group setup
IC Dimension Mapping Problems
Problem: Dimensions not mapping correctly in IC transactions Solution:
- Verify IC dimension mapping configuration
- Check dimension value mapping between companies
- Ensure IC partner dimension setup is correct
- Review dimension default setup for IC accounts
IC Migration Issues
Problem: IC setup not migrating correctly during upgrade Solution:
- Verify Company Information IC fields are populated
- Check IC setup migration status flags
- Run IC setup migration manually if needed
- Review IC partner configuration after migration
📈 Monitoring & Analytics
IC Performance Metrics
- Transaction Volume: Track IC transaction frequency and volume
- Processing Time: Monitor IC transaction processing times
- Error Rates: Track IC transaction error frequencies
- Reconciliation Status: Monitor IC reconciliation completion
Key Performance Indicators
- IC transaction accuracy rates
- Average IC processing time
- IC reconciliation completion percentage
- IC tracking synchronization success rates
Available IC Reports
- IC Transaction Analysis: Comprehensive IC transaction reporting
- IC Reconciliation Report: IC partner reconciliation status
- IC Tracking Report: Item tracking across IC transactions
- IC Performance Dashboard: Real-time IC performance metrics
🔧 Advanced Configuration
Complex IC Scenarios
- Multi-Level IC Structure: Support for complex corporate structures
- IC Hub Processing: Centralized IC processing for multiple entities
- Cross-Currency IC: Advanced multi-currency IC processing
- IC Workflow Integration: Integration with approval workflows
Integration Capabilities
- External IC Systems: Integration with external IC platforms
- Consolidation Integration: Integration with consolidation systems
- BI Integration: IC data integration with business intelligence
- Regulatory Reporting: IC reporting for regulatory compliance
Automation Features
- Auto-IC Processing: Automatic IC transaction processing
- Scheduled Reconciliation: Automatic IC reconciliation scheduling
- Exception Management: Automatic handling of IC exceptions
- Alert Systems: Automatic alerts for IC processing issues
🔗 Related Features
- Inventory Management - Item tracking in IC scenarios
- Journal Management - IC journal enhancements
- Dimension Management - IC dimension handling
- Approval Workflows - IC transaction approval
For additional support or feature requests, contact Linc Communications technical support.