Installation and Setup

  1. Intercompany Logistix
  2. Installation and Setup
This document describes the installation procedure of Intercompany Logistix. It covers the basic steps of installing the solution into a Business Central tenant.

Introduction

The installation of Intercompany Logistix is done locally in the Business Central tenant by uploading the app-file manually.


Prerequisites

There are no prerequisites.


Walk through

Follow the instructions below to install Intercompany Logistix:

  1. Go to "Extension Management" by search for the same in the global search pane.
  2. In "Extension Management", click "Manage" and "Upload Extension".
  3. Pick the app-file and submit the upload form to install the app.
  4. The installation status can be checked by clicking "Manage" and "Installation Status".
  5. Wait until the status indicates "Success".
  6. Congratulations! Intercompany Logistix is now installed.

Intercompany Logistix requires some form of setup, which is done in "Intercompany Logistix Setup".


"Intercompany Logistix Setup" is required in all intercompany-related companies. The below table explaines the fields and how to set them up in which company.

FieldDescriptionCompany
General

Intercompany EnabledIndicates that Intercompany Logistix is enabled.All
Logistics Company NameThe company name of the virtual operations company.All
Local Subsidiary CodeThe subsidiary of the current company.Legal companies / Subsidiaries
Logist. Currency CodeThe currency used as LCY in the virtual operations company.All
Stock Owner Based onWhich entity identifies the owner of the item. Usually "Location".All
IC Dimension CodeIf used, the dimension code indicating subsidiary on GL journal posting.Virtual company
Journals

Transfer Journal Template NameJournal template for transfers.Legal companies / Subsidiaries
Transfer Journal Batch NameJournal batch for transfers.Legal companies / Subsidiaries
Gen. Journal Template NameJournal template for GL.Legal companies / Subsidiaries
Gen. Journal Batch NameJournal batch for GL.Legal companies / Subsidiaries
Item Journal Template NameJournal template for item adjustments.Legal companies / Subsidiaries
Item Journal Batch NameJournal batch for item adjustments.Legal companies / Subsidiaries
Returns

Return Order No. Match FieldIf return orders should match to original sales orders in order to get correct unit cost.Legal companies / Subsidiaries
Data Syncronization

Data Sync. Last RunLast run data syncronization. Is managed automatically. 
Authentication

Authentication TypeWeb service authentication type used when triggering posting between companies. For cloud tenants OAuth must be used.Virtual company
Client IDOAuth client id.Virtual company
Client SecretOAuth client secret.Virtual company
Web Service UserWeb service user name. Not used for cloud tenants.Virtual company
Web Service KeyWeb service password. Not used for cloud tenants.Virtual company




Updated: 2024-07-25 11:16 by Håkan Bengtsson
 
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