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Dear All,
Please advise on the setup of Intra Company transactions in D365.
RegardsUmesh
Hi Umesh,
Do You mean inter-company accounting setup?
Please check the below link to setup inter-company accounting in D365 FO:
docs.microsoft.com/.../intercompany-accounting-setup
Here is the training course on Inter-company accounting to build your understanding:
docs.microsoft.com/.../
Hi Junaid,
Intercompany rules setup is clear to me in D365 FO. My question was more on intra company balancing rule. For e.g.,
I have the below example. How i can achieve in D365? if i have to setup the below scenario. 01 & 02 are company segment within the same legal entity. If i am not wrong i can do it via intercompany setup as there is no intracompany balancing rule setup in D365.
There is no intra-company balancing rule setup in D365. Can you please share the business case details what kind of expense you want to book in your parent company as inter-comapny expense:
When you say company segment in the same legal entity? What exactly does it mean? I have heard about Intra-Company setup in Oracle app and there is a concept of balancing segment. But in D365 segment means, it could be Department/Division/Cost Center
For example: In D365 when you create and post an inter-company expense in parent company, system create corresponding journal/voucher in another legal entity automatically which contains (Due to) and (Due from) accounts.
Thanks for the reply.
Yes you are right Oracle has a concept of intra company balancing rules which we are using currently. As you have mentioned in D365 we can use financial dimensions to achieve this. We can use Department FD, to process the intra company transactions.
Thanks
Umesh
Yes you have got the point. You can use financial dimensions and in D365 we also have modular level dimensions like Fixed Assets, Customer, item, Vendor, Project. Those can be also utilized for more drill down reporting.
Please also help to mark the thread as answered if your queries are answered as well.
Please help to advise on below.
We can utilize financial dimension for intra -company but it is at the GL level only or we can do it at the AR/AP transaction level also.
You can use on AR/AP/FA level as well. In fact on Purchase Order/Sales Orders/Invoice. It's just matter of configuration.
There is also inter-company on supply chain level as well:
great thanks for sharing the info Junaid.
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