Intercompany Sales: Configuration Prerequisites

Before starting to set up the intercompany sales functionality, you should be sure that the needed features have been enabled, settings have been specified, and entities have been created, as described in the following sections.

Enabling the Needed Features

On the Enable/Disable Features (CS100000) form, the Standard Financials, Multibranch Support, Multicompany Support, Advanced Financials, and Inter-Branch Transactions features must be enabled.

Configuring the System

You need to make sure the following tasks have been performed in MYOB Acumatica before you begin to set up the intercompany sales functionality:

• If you are going to extend as a customer or vendor any company that has the Without Branches company type, on the Companies (CS101500) form, make sure that the has been configured. For details, see Company Without Branches: To Configure a Company Without Branches.
• If you are going to extend as a customer or vendor any branches of companies with the With Branches Not Requiring Balancing or With Branches Requiring Balancing company type, on the Branches (CS102000) form, make sure that the companies have been configured. For details, see Company with Branches that Do Not Require Balancing: Implementation Activity and Company with Branches that Require Balancing: Implementation Activity.
• On the Customer Classes (AR201000) form, make sure that the customer class to be used for a customer extended from a company or branch has been defined. For details, see Accounts Receivable: To Create a Customer Class.
• On the Vendor Classes (AP201000) form, make sure that the vendor class to be used for a vendor extended from a company or branch has been defined. For details, see Accounts Payable: To Create a Vendor Class.

Validation of Configuration

To make sure that all configuration has been performed correctly, we recommend that in your system, you set up the intercompany sales functionality by performing instructions similar to those described in Intercompany Sales: Implementation Activity.