5.0 Intercompany Transaction

To perform an intercompany transaction, you first need to create companies and branches.

For detailed steps on how to create companies and branches, refer to the following topics:

• How to create a company: A step-by-step guide on setting up company details.

• How to create a branch: Instructions on setting up branches for companies.

The following setup scenario will be used:

In this section, we will cover seven key topics related to intercompany transactions:

• 5.1 Create Entity And Entity Branch: Steps to setting up the entities and entity branches.

• 5.2 Link Default Entity to Company: Steps to set default entities for the companies involved in intercompany transactions.

• 5.3 Link Default Entity Branch to Company Branch: Steps to set default entity branches for the company branches involved in intercompany transactions.

• 5.4 Create Intercompany Configuration: Steps to configure intercompany settings between branches.

• 5.5 Perform Intercompany Transaction (Source Generic Document): How to process the source document in intercompany transactions.

• 5.6 Perform Intercompany Transaction (Target Generic Document): Instructions on managing the target document in intercompany transactions.