Intercompany

Here you can set up the system objects required to account for and manage Intercompany transactions.

When enterprises are represented by several legal entities, you can use the application to access goods that belong to various companies of the Group. Such goods can be sold to external customers: direct sales and consignment sales.

A typical supported trading workflow is as follows:

You purchase goods to a warehouse of one company of the Group for subsequent use of the goods within the Group.
You sell goods on behalf of a different trading company that can sell goods to a purchasing company.
When you sell goods to the end customer, you can sell goods that belong to a different company in accordance with the configured intercompany sales scheme.
After the goods are sold to the end customer, sales documents between the purchasing company and the seller company are registered.

Activate Intercompany supply scheme

Here you can activate the functions and system objects related to intercompany business transactions.

Paths

Path	Master data and settings → Master data and sections → Profitability & cost
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.FinancialResultAndControlling
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.ФинансовыйРезультатИКонтроллинг

What you can do after activation

You'll get access to intercompany sales. In particular, you can:

Sell goods of other companies.
Use intercompany goods transfer, including based on sales to end consumers.
Set up the intercompany transaction rules for direct sales and consignment sales.
Use intercompany return of goods, including based on sales returns.
Control company stock balance considering the intercompany transaction rules.
Automatically fill intercompany transaction documents based on sales and return data.
Register intercompany sales under intercompany contracts.
Select the payment offset method (both on the consignor's side and on the consignee's side).
Register intercompany transactions via an intermediary (indirect payments).

On intercompany goods transfer, information about the goods assignment is preserved.

Note

CaseA customer orders goods from Company A. Company A orders these goods from a vendor for a specific sales order.If the goods are transferred to a different company, the application will store information about the sales order in the Assignment field.

Activate Transfer goods of other companies

Here you can enable using inventory of other companies in case of the company's goods shortage.

Paths

Path	Master data and settings → Master data and sections → Warehouse and delivery
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.FinancialResultAndControlling
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.ФинансовыйРезультатИКонтроллинг

What you can do after activation

You can automatically register transfer of goods that belong to other companies.

Activate Intercompany contracts

Here you can enable the Intercompany contracts catalog and accounting for intercompany AR/AP broken down by contracts.

Paths

Path	Master data and settings → Master data and sections → Profitability & cost
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.FinancialResultAndControlling
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.ФинансовыйРезультатИКонтроллинг

What you can do after activation

You can use the Intercompany contracts catalog.

Price types catalog: transfer prices

Here you can create the list of general transfer price types, set up pricing rules, rounding rules, and deviation percentages.

Price types are columns of the company price list.

You can set a general transfer price type in "Intercompany supply scheme". When you register "Customer invoice — Intercompany" documents, the application will automatically set the prices according to the general transfer price type specified in "Intercompany supply scheme".

Paths

Path	CRM and marketing → Settings and catalogs → Prices and discounts → Price types
In-app link EN code	e1cib/list/Catalog.TypesOfPrices
In-app link RU code	e1cib/list/Справочник.ВидыЦен

How to create a price type record for intercompany

1. Open the Price types catalog and click Create.

2. Fill the Description field, set the status to Active, select the offered ID for formulas and a parent group.

3. In the Designed for: field, select all.

Note

This setting shows that the price type is general.

4. Select the Price currency. If applicable, select the Price includes VAT check box.

5. Select the Used for transfer between warehouses check box.

6. In the Pricing method field, select Manual assignment to register prices with the Price setup document.

Note

There are additional pricing methods, including:
Markup for the receipt price. Price is calculated in accordance with the specified markup for the receipt price. To register sales prices when entering delivery documents, select the Set price according to delivery documents check box. When you generate the Price setup document based on the Vendor invoice and Purchase order documents, such price types are selected automatically. Their check boxes are selected in the price selection table. Sale prices are calculated in accordance with the specified markups.
Another price type markup. Price is calculated in accordance with the markup on the base price.
Arbitrary formula of other price types. Price is calculated automatically based on other price types according to a given formula. For example: Dealer price = Min (Average market price, Wholesale price). You can set the calculation algorithm for the whole price type and, if necessary, specify it for each price group. You can write calculation formulas manually or use a special formula editor. When you write formulas, use the same rules as when setting formulas in 1C:Enterprise. Price name in the formula must match the ID specified in the price type card.
Other methods.

7. Specify price rounding rules for All prices or Prices by ranges. Click Rounding constructor to check the price rounding settings.

8. Set up deviation percentages.

Note

Deviation percentage is a price change, at which a new price is registered. You can set up deviation percentages for both increasing and decreasing prices.

Intercompany supply scheme

Here you can set up the rules for registering intercompany transactions for each combination of companies.

Specify:

Trading type (direct sales or consignment sales).
Transfer price type.
Whether intercompany returns are possible.

Paths

Path	Profitability & cost → Intercompany supply scheme
In-app link EN code	e1cib/command/InformationRegister.CustomizeCustomerInvoiceIntercompany.Command.OpenListForm
In-app link RU code	e1cib/command/РегистрСведений.НастройкаПередачиТоваровМеждуОрганизациями.Команда.ОткрытьФормуСписка

How to set up intercompany transactions for two group companies

1. Open the workplace and select companies in the Owner and Seller fields.

2. Select the Inventory type of owner and double-click the Not transferred field, which means the transactions are not configured.

3. Specify the trading type: Sale or Consignment sales.

4. Select the Payment currency, Price type (transfer prices), and Contract.

Note

These default settings will be applied when you register intercompany sales documents within the Register handover and return and Consignment notifications — Intercompany workplaces.

Activate Control company stock balance

Here you can enable controlling stock balance by companies. This helps you avoid negative stock and see which company the goods belong to.

Paths

Path	Master data and settings → Master data and sections → Profitability & cost
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.FinancialResultAndControlling
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.ФинансовыйРезультатИКонтроллинг

What you can do after activation

You'll get access to system control. It is performed automatically when you register documents of goods outflow and transfer.

The control calculates the stock as of the end of each month following the date of the document to be registered.

The application controls the stock not only of the seller company, but also of other companies with intercompany sales enabled. If there is stock only for a company with the Not transferred option selected for the goods transfer (intercompany sales are prohibited), the document will not be posted. In other cases, the document will be posted.

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