12 steps
Goods Trade
Sale of goods between companies in the group: from the purchase order to the posted invoice, with stock in transit visible to the whole group.
Product
Advanced Intercompany
Managing and tracking intercompany transactions in real-time
Company A
Sales order released
The document is sent to the intercompany partner in real time.
Company B
Document verified and confirmed
Dates, quantities and prices are checked, then the status returns to the sending company.
Real-time exchange
Sales and purchase documents move directly between companies.
Partner verification
Partners can verify transaction details before approval.
In-transit visibility
Quantities and values of goods in transit remain visible.
The solution for corporate groups
The app enables Microsoft Dynamics 365 Business Central users from multiple companies to trade with each other, primarily by exchanging sales and purchase documents in real time. The solution combines the benefits of a traditional EDI system with advanced intercompany capabilities, including tracking the quantities and values of in-transit items and supporting drop shipment scenarios, where customer orders can be fulfilled directly by suppliers and delivered to the end customer.
d365bcintercompanycorporate-groups
Managing transactions with the Advanced Intercompany module
The document synchronization process is triggered as soon as a new sales or purchase order is released (the document must contain the information that the vendor/customer is the intercompany partner). Then, the sales/purchase order is automatically sent to a partner company, where it is kept on hold until it is verified. The verification process can include such data as agreed delivery dates, quantities and prices. After the order is approved, the system creates a target document and sends a confirmation of the order receipt to the customer. This way, both companies verify and agree upon essential elements of the document before it is processed.
The system also sends a notification after the order is sent. This way, it keeps the user updated on the status of each intercompany transaction that is processed. After the items are received in the warehouse, the invoice is posted automatically which closes the settlement of the transaction.
In addition, it is also possible to send single documents e.g. service invoices that are not managed within the logistic process.
Processes
How it works in practice
Step-by-step flows of intercompany transactions handled by Advanced Intercompany. Pick a scenario and follow the documents and goods between the companies.
12 steps
Drop Shipment
The IC Vendor ships goods directly to the external customer of the IC Customer, while all documents stay in sync between the companies.
14 steps
Return Process
Returns of goods between companies in the group, from the return order to credit memos on both sides.
7 steps
Service Sales
Sale of services between companies in the group: invoices only, no stock movements.
Usage
Despite the fact that the main assumptions for the app have been developed for capital groups, it can also be used in other organizations successfully, for example in a group of business partners that collaborate closely.
E-book
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Solutions for international corporate groups: introduction to functionality, benefits and resources for Master Data Management System, Advanced Intercompany and Intercompany Insights in one e-book.
Integration
A complementary solution to the Master Data Management System module
The Advanced Intercompany module is usually implemented with another app called Master Data Management System that enables the standardization of master data (e.g. item) in all subsidiaries, which facilitates the setup and functioning of the Advanced Intercompany app. However, the Advanced Intercompany app can be implemented as a standalone solution, provided that companies maintain data exchanged in standardized formats.
Master Company
Receiver Company 1
Receiver Company 2
Receiver Company 3
Receiver Company 4
Receiver Company 5
Receiver Company 6
Master Data Management System
Synchronization and exchanging master data across multiple tenants and databases
Master Data Management System is an app that ensures data consistency and synchronization in an international organisation working with Microsoft Dynamics 365 Business Central. The app replicates data from all tables within the system.
Learn more
Intercompany Insights
Insight into inventory availability and customer balance overviews across companies within the group
Intercompany Insights is a solution that adds new views in Dynamics 365 Business Central where you can display data maintained in other companies within the group, such as inventory availability or customer balances data.
Learn moreComparison
The D365 Business Central Intercompany module compared to the Advanced Intercompany add-on
Functionality
D365 BC Intercompany
Standard intercompany module in Microsoft Dynamics 365 Business Central
Advanced Intercompany
IT.integro add-on for Business Central
Data Exchange between different Business Central versions (NAV 2018)
No: Data Exchange between different Business Central versions (NAV 2018)
Yes: Data Exchange between different Business Central versions (NAV 2018)
Documents exchange: sales order -> purchase order
Yes: Documents exchange: sales order -> purchase order
Yes: Documents exchange: sales order -> purchase order
Documents exchange: blanket sales order -> blanket purchase order
No: Documents exchange: blanket sales order -> blanket purchase order
Yes: Documents exchange: blanket sales order -> blanket purchase order
Documents exchange: sales invoice -> purchase invoice
No: Documents exchange: sales invoice -> purchase invoice
Yes: Documents exchange: sales invoice -> purchase invoice
Documents exchange: sales credit memo -> purchase credit memo
No: Documents exchange: sales credit memo -> purchase credit memo
Yes: Documents exchange: sales credit memo -> purchase credit memo
Documents exchange: shipment notification
No: Documents exchange: shipment notification
Yes: Documents exchange: shipment notification
Documents exchange: invoice notification
No: Documents exchange: invoice notification
Yes: Documents exchange: invoice notification
Online document statuses (new, open, accepted, confirmed, closed, rejected)
No: Online document statuses (new, open, accepted, confirmed, closed, rejected)
Yes: Online document statuses (new, open, accepted, confirmed, closed, rejected)
Verification of the incoming documents: Information²
No: Verification of the incoming documents: Information
Yes: Verification of the incoming documents: Information
Verification of the incoming documents: Warnings³
No: Verification of the incoming documents: Warnings
Yes: Verification of the incoming documents: Warnings
Verification of the incoming documents: Error⁴
No: Verification of the incoming documents: Error
Yes: Verification of the incoming documents: Error
Improved support for the drop shipment process
No: Improved support for the drop shipment process
Yes: Improved support for the drop shipment process
Support for the pre-invoice process⁷
No: Support for the pre-invoice process
Yes: Support for the pre-invoice process
G/L Accounts mapping
Yes: G/L Accounts mapping
Yes: G/L Accounts mapping
Fixed Assets mapping
No: Fixed Assets mapping
Yes: Fixed Assets mapping
Currency codes mapping
No: Currency codes mapping
Yes: Currency codes mapping
Resource codes mapping
No: Resource codes mapping
Yes: Resource codes mapping
Item charges mapping
No: Item charges mapping
Yes: Item charges mapping
Mappings between types (e.g. Fixed Asset -> Item or G/L Account -> Item Charge)
No: Mappings between types (e.g. Fixed Asset -> Item or G/L Account -> Item Charge)
Yes: Mappings between types (e.g. Fixed Asset -> Item or G/L Account -> Item Charge)
- 1The assumption is that the intercompany partners manage their dimensions separately.
- 2Information - the document received contains the lines that have been mapped. Sample configuration: item numbers mapped, G/L accounts mapped, etc.
- 3Warning - the document received contains a value that requires attention/verification. Sample configuration: the delivery date earlier than 3 days; the price different from the price for the intercompany partner, etc.
- 4Error - the document received contains an error. Examples: the item has not been found, the G/L account does not exist, etc.
- 5Buffer - if the document does not meet all of the required conditions, it will not be uploaded automatically to the target table (for example, to the Sales Header table), but it will be stored in the buffer. Sample conditions: the documents contain Warnings and Errors.
- 6Negotiations - the intercompany partners agree upon the conditions of a transaction by exchanging the documents multiple times and adding their adjustments regarding the price, availability, discounts, delivery dates, etc.
- 7Pre-Invoice process - goods shipped from one company are automatically received at a virtual location by the other company. This way, when the goods are in transit from one company to another, the value of the goods does not disappear from the books from the group perspective.
- 8Configurable field exchange - both Standard (Dynamics 365 Business Central) Intercompany and Advanced Intercompany provide initial setup including the fields that will be exchanged between the companies. If it is required to add a new field that will be exchanged, the Standard Intercompany module requires object modifications by a partner (e.g. XML ports, codeunits, etc.). In Advanced Intercompany such a change is configurable and does not require any Dynamics 365 Business Central objects adjustments.
Value streams
Benefits of implementing Advanced Intercompany
In addition to the benefits related to the reduced risk of making an error when entering an order into an ERP system, the Advanced Intercompany enables companies to monitor value streams for the inventory moved between subsidiaries within their capital group.
If the process is handled manually, it is difficult to calculate the value of items that have been sent but have not been received at a target location. With the Advanced Intercompany app, when items are sent from a source business entity/subsidiary, the system in the target subsidiary automatically posts the document as a receipt in an "in-transit" location and creates a transfer order between this location and the actual warehouse location.
The use of the Advanced Intercompany module enables business partners to:
-
Streamline the creation of consolidated financial statements by simplifying the process of reconciling the values of in-transit items
-
Verify the order document after it is finally approved in the inbound order buffer
-
Speed up the processing of sales and purchase transactions in Dynamics 365 Business Central, both for business partners and end customers
-
Reduce the number of errors due to data entered manually from multiple documents
Pricing
Price list
Subscription
online on-premises
Per User 6€
/ month
Unlimited 600€
/ month
Perpetual license
on-premises
Per User 140€
+EP
Unlimited 14 000€
+EP
- The application is priced per Full User under the Dynamics 365 Business Central Essential and Premium license
- EP - in the case of the Perpetual License, the prices should be increased by an annual fee or the Enhancement Plan (EP)
- Unlimited - pricing is independent of the number of Business Central users. Available for 100 users and above.
- The license fee is calculated for each Dynamics 365 Business Central tenant separately
- The above prices do not include VAT
Customers
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