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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Intercompany Purchase ...
Small and medium business | Business Central, N...
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Intercompany Purchase Invoice with auto attached Sales Invoice

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Posted on by Tymay 295

Hello,

Would like to seek community advise whether the following is possible.

Upon posting of Sales Invoice to an intercompany partner, a Purchase Invoice is automatically created at the Recipient Intercompany.

User requested to have the printed Sales Invoice from the Issuer Intercompany to be automatically attach to the Purchase Invoice in the Recipient Intercompany.

The Purchase Invoice in the Recipient intercompany to be automatically posted.

Are the above automation possible? If yes, kindly advise what is the best method.

thank you.

May Tang

  • Verified answer
    Tymay Profile Picture
    Tymay 295 on at
    RE: Intercompany Purchase Invoice with auto attached Sales Invoice

    Thank you everyone for your guidance. Will try out.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: Intercompany Purchase Invoice with auto attached Sales Invoice

    Hi, just add to Inge's reply.

    For question 1, you can refer to the following part of the code to automatically generate an invoice and then add it to the receiver company.

    https://yzhums.com/20030/

    For question 2, hope the following helps.

    https://learn.microsoft.com/en-us/dynamics365/business-central/ui-batch-posting#to-create-a-job-queue-entry-for-batch-posting-of-sales-orders

    pastedimage1675642219644v1.png

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Intercompany Purchase Invoice with auto attached Sales Invoice

    Neither of those are very large customizations as long as the scenario is companies within the same environment.

    And you are totally correct - the job queues are an excellent approach for automatic posting.

    Development and testing of a solution like that should not take more than around 2 - 3 days max. I think.

  • Tymay Profile Picture
    Tymay 295 on at
    RE: Intercompany Purchase Invoice with auto attached Sales Invoice

    Hi Inge, thanks for your feedback. Yes, they are within the same BC production environment. How simple would the customization be to have that automated?

    1. Auto attach printed sales invoice from issuer company to the receiver company

    2. Auto post the Purchase Invoice upon creation of it (can job queue handle this)?

    thanks

    May Tang

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Intercompany Purchase Invoice with auto attached Sales Invoice

    Transferring the printed invoice and automatically posting is not part of the standard intercompany functionality in Business Central. So that will require some customization.

    The best approach for this I think will depend on the intercompany partners being part of the same BC database or not.

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