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Selection of inter-company customer/vendor accounts when doing inter-company project billing

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Posted on by ZvikaR

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Hi All,

I am trying use the functionality of lending company billing borrowing company for expenses, as explained in the following page:

https://learn.microsoft.com/en-us/dynamics365/project-operations/project-accounting/create-intercompany-customer-vendor-invoices

I can get everything to work as expected, except for one thing.

The instructions direct me to create an intercompany customer in the lending company and intercompany vendor in the borrowing company and link them to the respective legal entity in the global address book.

My environment contains several other intercompany customer/vendor pairs between the lending and borrowing company.

When I create inter-company customer invoice, the process creates a free text invoice (correctly) but instead of using the "legal entity" intercompany customer I created, it seems to randomly pick on of the OTHER intercompany customers that exists between the two companies.

I cannot find where I can select WHICH intercompany customer to use, when there are more than one pair of inter-company vendor/intercompany customers (in our case, there are 7 different such pairs, used for different purposes)

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Dynamics 365 Finance

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André Arnaud de Cal... 303,083 Super User 2026 Season 1 on at

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Hi Zvika,

Have you created the IC customers as per the documentation? Configure intercompany invoicing | Microsoft Learn

In case an IC invoice will be created for another legal entity, it will try to find the customer linked to the same party.

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ZvikaR 174 on at

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I think I did.

The instructions seem to say I need to create an intercompany vendor linked to the party ID of the legal entity, and an inter-company customer linked to the party ID of the other legal entity and establish inter-company relationship between the vendor and the customer - and I did that.

But when I create an inter-company project invoice in the lending company, the system seems to randomly pickthe other pairs of inter-company customer/vendor I have set up between the lending company and borrowing company.

If I turn off the inter-company relationships of that customer, and re-run the process, the system moves to use ANOTHER customer/vendor inter-company pair. (but not the pair linked to the legal entity party ID.

I am starting to think this is a defect in the design of the inter-company project invoicing - where it is not compatible with a situation where there are more than one customer/vendor inter-company relationships configured between the lending and borrowing company.

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