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Set up for Intercompany transactions

  • 1.  Set up for Intercompany transactions

    Posted Jun 02, 2020 10:37 AM

    I work for a manufacturing company that operating with Sales and Production sites globally. We are currently using Dynamics 365 FO and are now looking into how to set up the flow for our Intercompany transactions.

    We have been testing the standard functionality of Intercompany in D365FO using the standard report to view the goods in transit. We have also tested to setup a transit warehouse in order to more visually keep track of the goods in transit. After testing this we realized that we are lacking functionality which I've highlighted below:

    • Not enough information regarding status of order
      • Not possible to say if an order is OK to start process for delivering company. For example: current setup – an order with status "Entry in progress" the delivering company are not allowed to process, however once the ordering company set the status to "Entered" it is OK for the delivering company to start work with it.
      • See additional information about statuses below
    • Goods in transit visibility. Important both in regards to finance but also planning.
      • Master planning: in the net requirement overview in D365FO you cannot see if an order is in transit or not.
      • If setting up a transit warehouse in D365FO it is not possible to see the need on the "actual" warehouse until a transfer order from the transit warehouse is created.
    • Finance – cannot see goods in transit in the financial balances

    Does anyone have any good cases/examples of how you've solved similar challanges?

    Big thanks in advance,

    Tim Reher
    Nord-Lock Group
    Malmö, Sweden
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Set up for Intercompany transactions

    Posted Jun 03, 2020 02:12 AM
    We have AX 2012 R3, but I think problem is the same. We use quotations as an entry order before they are confirmed and converted to sales orders - which then get replicated intercompany. In majority of cases this works fine. For visibility we use factbox on sales order form which gives us detail information about IC order, and we also introduced our own new order header status which gets replicated intercompany. This gives us information about IC order status, document status, reservation status, process point in WMS where IC order is etc. The challenge is that we have also multi leg IC chain, and of course not everything starts with sales (we have purchase driven IC processes). All this needs to be taken into account when doing these customizations and more.

    Vjekoslav Levacic
    XAL Holding GmbH

    Academy - Online Interactive Learning from Experts

  • 3.  RE: Set up for Intercompany transactions

    Posted Jun 03, 2020 10:15 AM
    Hi Vjekoslav,

    Thanks for your reply!
    We will look into doing similar customizations to give the users better visibility.

    Thanks again!

    Tim Reher
    Nord-Lock Group

    Academy - Online Interactive Learning from Experts

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