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About intercompany parameters [AX 2012]

Updated: November 24, 2010

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

In an intercompany organization, you can set up parameters that determine how you trade between different legal entities. These parameters are determined by the fields that you select. You can select different combinations to reflect different trading scenarios.

The following examples include scenarios for an intercompany organization with two levels and one with three levels.

The intercompany organization includes the following legal entities:

  • Legal entity A – Sells to external customers, but has no stock. This legal entity buys from Legal entity B.

  • Legal entity B – Sells only to Legal entity A.

Both legal entities can sell to and buy from each other.

In this example, the pricing on the original sales order, which is directed to the external customer, is always based on the sales price. The pricing on the intercompany sales order and the intercompany purchase order is controlled by the internal sales or transfer pricing on the intercompany sales order in Legal entity B.

The order header information is controlled from the original sales order to the external customer. Any change on the intercompany sales order is not synchronized to the original sales order.

In Legal entity A, in the Intercompany form for vendors, click Purchase order policies. Select the following fields in the Original sales order (direct delivery) field group:

  • Print packing slip automatically

  • Post invoice automatically

  • Print invoice automatically

In the Intercompany purchase order (direct delivery) field group, select the following field:

  • Post invoice automatically

In the Original sales order <-> Intercompany purchase order group, select the following fields:

  • Customer information

  • RMA number

In the Intercompany purchase order -> Intercompany sales order field group, select the following fields:

  • Customer information

  • RMA number

  • Batch number

  • Serial number

In Legal entity B, in the Intercompany form for customers, click Sales order policies. Select the following fields in the Intercompany sales order creation field group:

  • Sales order numbering: Company + original number

  • Allow summary update of documents for original customer

In the Intercompany sales order prices field group, select the following fields:

  • Price and discount search

  • Allow price edit

  • Allow discount edit

In the Intercompany sales order -> Intercompany purchase order field group, select the following fields:

  • Batch number

  • Serial number

The intercompany organization includes the following legal entities:

  • Legal entity A – A sales legal entity that sells to external customers and buys from Legal entity B.

  • Legal entity B – A production or distribution legal entity that cannot deliver products, and buys from Legal entity C.

  • Legal entity C – A production or distribution legal entity that delivers products to Legal entity B.

Internal transfer pricing between Legal entities B and C is at cost from the selling legal entity at the start of the chain. It is also at cost to Legal entity A, which sells to external customers. However, pricing on the original sales order to the external customer is always based on the sales price.

Pricing on all intercompany sales orders and intercompany purchase orders is controlled on the intercompany sales order. It is controlled at the start of the chain. Therefore, Legal entity C, which sells to Legal entity B, controls the price. Intercompany sales order pricing is based on the internal sales or transfer pricing that is set up in Legal entity C.

The order header information is controlled from the original sales order to the external customer. Any change on the intercompany orders is not synchronized to the original sales order.

The following parameters should be selected:

In Legal entity A, in the Intercompany form for vendors, click Purchase order policies. Select the following fields in the Original sales order (direct delivery) field group:

  • Print packing slip automatically

  • Post invoice automatically

  • Print invoice automatically

In the Intercompany purchase order (direct delivery) field group, select the following field:

  • Post invoice automatically

In the Original sales order <-> Intercompany purchase order field group, select the following fields:

  • Customer information

  • RMA number

In the Intercompany purchase order -> Intercompany sales order field group, select the following fields:

  • Customer information

  • RMA number

  • Batch number

  • Serial number

In Legal entity B, in the Intercompany form for customers, click Sales order policies. Select the following fields in the Intercompany sales order creation field group:

  • Sales order numbering: Company + original number

  • Allow summary update of documents for original customer

In the Intercompany sales order -> Intercompany purchase order field group, select the following fields:

  • Batch number

  • Serial number

In the Intercompany customer invoice posting field group, select the following fields:

  • Unit price equal to cost price

  • Initiate original customer invoice posting

In Legal entity B, in the Intercompany form for vendors, click Purchase order policies. Select the following fields in the Original sales order (direct delivery) field group:

  • Print packing slip automatically

  • Post invoice automatically

  • Print invoice automatically

In the Intercompany purchase order (direct delivery) field group, select the following field:

  • Post invoice automatically

In the Original sales order <-> Intercompany purchase order field group, select the following fields:

  • Customer information

  • RMA number

  • Price and discount

In the Intercompany purchase order -> Intercompany sales order field group, select the following fields:

  • Customer information

  • RMA number

  • Batch number

  • Serial number

In Legal entity C, in the Intercompany form for customers, click Sales order policies. Select the following fields in the Intercompany sales order creation field group:

  • Sales order numbering: Number sequence code

  • Allow summary update of documents for original customer

In the Intercompany sales order prices field group, select the following field:

  • Price and discount search

In the Intercompany customer invoice posting field group, select the following fields:

  • Unit price equal to cost price

  • Initiate original customer invoice posting

In the Intercompany sales order -> Intercompany purchase order field group, select the following fields:

  • Batch number

  • Serial number

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