Introduction

This document describes the posting business process, from management in the virtual operations company to actual transaction documents in the legal companies.

Scenarios

The focus area of the logistic oriented intercompany lies in item transactions. And Intercompany Logistix covers most of the use cases available in Business Central except for manufacturing:

• Sales documents
• Purchase documents
• Transfer orders
• Item transactions
• Item transfers
• Assembly orders
• General Journal

When one of the above transaction types is posted in the virtual operations company, the subsidiaries of the customer, vendor and location are tracked. These combinations result in a number of intercompany transactions created. Below are different scenarios which results in different number of intercompany transactions. For orders, intercompany logistix only triggers on posted invoices. Not shipments or receipts.

Prerequisites

In order to start post transactions, "Intercompany Logistix" needs to be setup correctly, and subsidiaries defines. Also customers, vendors and locations need to be correctly connected to the corresponding subsidiary.

Walk through

To post a transaction and monitor the outcome, follow the steps below:

1. Start by creating a business document in the virtual operations company, for example a sales order, sales invoice or similiar.
2. Ship/receive and invoice the document.
3. When asked, open up the posted document.
4. Click "Find Entries". 

The result of the records displayed should look something like below.

The last line "Intercompany Doc. Entry" indicates that there are 3 intercompany records created for this specific sales invoice. And by clicking the number "3" at the right, the list of intercompany records will open with a filter on this document number.

The first record equals the document posted in the virtual operations company. This is called the external customer invoice in this case, and contains all information supplied on the invoice posted in the virtual operations company. The "IC Doc No." column (the document number posted in the legal company) has the same number as the original document in the virtual operations company.

The second and the third record indicates that the goods have been supplied by another internal legal company. The goods have been sold to the selling company (the last line) and purchased by the selling company (the second line).

By looking at the status at the right side, we can track the actual posting status in the legal company. The postings in the legal companies are done by a job queue entry, which can be setup to run every 15 minutes. It is also possible to post manually by clicking the "Post"-button. If the document is posted, it is also possible to view the PDF of the posted document, generated directly from the legal company.

Below is a list explaining all the buttons in the "IC Transactions" page:

Automatic posting process in the legal companies

The postings in the legal companies are performed by a job queue entry, scheduled to run every 15 min. Follow the steps below to set up the job queue entry:

1. Go to the legal company.
2. Open up the "Job Queue Entries" page by searching for it in the search pane.
3. Click "New" to create a new scheduled job.
4. Set "Object Type to Run" to "Codeunit".
5. Set "Object ID to Run" to 53002.
6. Enter a description of choice.
7. Set the earliest start time.
8. Apply the recurrence according to the interval to be applied.
9. Done!