Intercompany setup (form) [AX 2012]

Updated: January 9, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Accounts payable > Common > Vendors > All vendors. On the Action Pane, on the General tab, click Intercompany.

–or–

Click Accounts receivable > Common > Customers > All customers. On the Action Pane, on the General tab, click Intercompany.

Use this form to set up trading relationships between customers and vendors in different legal entities. You can use these trading relationships for intercompany trade. For more information, see About intercompany parameters.

The following tables provide descriptions for the controls in this form.

Link

Description

Trading relationship

If you are working with a vendor, specify the other legal entity, and then specify the corresponding customer account that represents your legal entity.

If you are working with a customer, specify the other legal entity, and then specify the corresponding vendor account that represents your legal entity.

Purchase order policies

Specify the documents to print and post automatically, whether to synchronize information on intercompany sales orders and purchase orders, and other processing options for purchase orders.

Purchase value mapping

Specify whether to use setup codes from your legal entity (Our) or from the vendor account (External code).

Purchase agreement policies

Specify the changes that can be made when purchase agreements are in effect.

Sales order policies

Specify the numbering format for intercompany sales orders, the payment journal to use, customer invoice posting options, and other processing options for sales orders.

Sales value mapping

Specify whether to use setup codes from your legal entity (Our) or from the customer account (External code).

Sales agreement policies

Specify the changes that can be made when sales agreements are in effect.

Field

Description

Active

Select this check box to activate the trading relationship after you have specified options for the customer account or vendor account.

Charges allocation

Select how fixed item charges are allocated to intercompany order lines.

  • Net amount – Charges are allocated according to each line amount relative to the total net amount for the purchase order or invoice.

  • Quantity – Charges are allocated according to the number of units for each line relative to the total number of units for the purchase order or invoice.

  • Per line – Charges are allocated equally, according to the total number of lines.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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