In this blog series I will try to explain complete intercompany trade setup and business scenarios using Microsoft dynamics 365 finance and operations. In this first part of this, I will explain about the basic setup.
Now, lets understand this complete feature using one scenario.
Company USMF and DEMF wants to do intercompany trade with each other where USMF is selling company and DEMF is purchasing company which means USMF will sell to DEMF.
USMF should have DEMF as customer (DE-001)
DEMF should have USMF as vendor (US001)
Now let’s have some prerequisites or notes before starting the setup:
- Same product should be available in both companies USMF and DEMF
- Procurement categories not supported for this process
- Purchase/sales price to be setup if Cost price is not enables as unit price
- Default storage dimension should be available on vendor/customer/item masters else while creating orders system will through the error
Step-1: Setup Customer Master in USMF
Step-2: Enable intercompany relationship with DEMF and define sales policy
Step-3: Setup Vendor master in DEMF
Step-4: Enable intercompany relationship with USMF and define purchase policy
That’s it for this blog, I will write next part soon.
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