Setting up Exo Business

The following configuration changes must be made to the core Exo Business system, for it to operate with the InterCompany module.

Set Company Numbers

In the Exo Business Configurator application, go to Essentials > Company.

Set the Company No. property to the company number set for this company in InterCompany at Setup > Source Companies.

Add Menu Items

In the Exo Business Configurator application, go to Staff > Menus > Dropdown Menu.

Add the following menu options to the Exo Business menu(s) for all relevant menu definitions:

• Inter-Company Companies
• Inter-Company Creditor Invoice
• Inter-Company GL Transaction

Configure Profile Settings

In the Exo Business Configurator application, go to Profiles > General Profiles.

Enable the following User-level profile settings for all users who will need to use the Source Company operations:

• Inter-Company Creditor Invoice Authority
• Inter-Company GL Transaction Authority