All of the intercompany transactions that you receive electronically from your intercompany partners are listed in the intercompany Inbox.
You can use the filter fields at the top of the inbox page to determine which transactions are shown on the page. For example, if you only want to look at transactions a particular partner created, you can enter filters in the Transaction Source and Intercompany Partner Code filters.
What you can do with a transaction depends whether it was:
You can use the Show Transaction Source field to filter the Intercompany Inbox Transactions page so that it displays only one of these types of transactions. (You can also filter by intercompany partner, or by the contents of the Line Action field.)
When you receive a new transaction that was created by your partner, you can choose to either:
If the transaction was rejected by your intercompany partner, your only choice is to cancel the transaction in the inbox. Then you must create correction lines or reverse the journal or document in your company.
If you accepted a transaction in your inbox but then deleted the document or journal instead of posting it, you can re-create the inbox entry and accept it again.
You can get an overview of all of the intercompany transactions that you have sent and received in a period. The Intercompany Transactions report lists all intercompany G/L entries, customer ledger entries, and vendor ledger entries.
If the intercompany partners are in the same database, then transactions are transferred without the need for file or email. See the Transfer Type field on the Intercompany Partner page.
In that case, you can set the system up to bypass the inbox and outbox by selecting the Auto. Accept Transactions check box on the Intercompany Partner page and the Auto. Send Transactions check box on the Intercompany Setup page respectively.
If you have an intercompany partner that is not in the same database as your company, you can receive intercompany transactions from that partner in an .xml file. Then you must import the transactions into your inbox.
The transactions are imported into the inbox and you can now process them.
When your intercompany partners send you intercompany transactions, the transactions end up in your intercompany inbox. You must evaluate each transaction in your inbox and act upon it.
For lines that you processed with the Accept action, document or journal lines will be created in your company. Open each document or journal, make any necessary changes, and then post them.
Lines that you processed with the Return to Partner action will be moved to the outbox from where you can then send them to your partner.
For lines that you processed with the Returned by Partner action, you must now post a correction to the original transaction that you posted in your company.
When you post an intercompany journal or document, or send an intercompany order confirmation, the transactions are sent to your intercompany outbox. In order for them to be sent on to your intercompany partners, you must open the outbox and process them.
Lines that you processed with the Send to Intercompany Partner action will be sent to the relevant partner's inbox.
Lines that you processed with the Return to Inbox action will be moved to the inbox where you can then accept them to create documents or journal lines in your company.
For lines that you processed with the Cancel action, you must now post a correction to the original transaction that you posted in your company.
Occasionally, you may want to re-create a transaction in the inbox or outbox. For example, if you accepted a transaction in your inbox but then deleted the document or journal instead of posting it, you can re-create the inbox entry and accept it again.
The following procedure describes to re-create inbox transactions, but the same steps also apply to the outbox.
Choose the icon, enter Handled IC Inbox Transactions, and then choose the related link.
On the Handled IC Inbox Transactions page, select the line with the transaction that you want to re-create in the inbox, and then choose the Re-create Inbox Transaction action.
Managing Intercompany Transactions
Finance
Setting Up Finance
Working with General Journals
Working with Business Central
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