Automates Sage 300 transaction flows when related entities trade
goods or services with each other
- Transactions are entered once and replicated across companies according to rules you setup
- Enhances productivity by eliminating the need to create and check duplicate entries
- When you initiate a transaction in one entity, Inter-Entity Trade creates the corresponding entries in the other
- Improves accuracy and auditability in complex organizational structures
- Simplifies collaboration and enhance visibility of operations across a group of companies
Inter-Entity Trade Features
- Inter-Entity Trade operates within one and/or across multiple Sage 300 databases
- Map which companies will trade with each other
- Map information to flow through from document to document
- Comprehensive audit logging to ensure that all transactions are accounted for
- Select which documents flow through
Trade AP to AR or AR to AP
- Map AP Vendor in Source company to AR customer in Target company (or vice versa).
- Map Source document GL Account to Target document GL Account.
- Automate elimination entries in a consolidation or elimination company.
- Specify a multiplier to mark up or mark down the Target document.
- Include Sage 300 Project & Job Costing fields to be transferred from Source document to Target document.
Create documents from:
- AP Invoices to AR Invoices
- AR Invoices to AP Invoices
- AP Credit Notes to AR Credit Notes
- AR Credit Notes to AP Credit Notes
- AP Payments to AR Receipts
- AR Receipts to AP Payments
Trade OE/PO options
- Include Sage 300 Project and Job Costing fields to be transferred from the Source document to the Target document.
- Include Sage 300 IC Serial and Lot Number fields to be transferred from the Source document to the Target document.
- Override the category on the Target OE documents to easily identify intergroup transactions for consolidated reporting.
- Override the location on the Target OE or PO documents to easily identify intergroup transactions for consolidated reporting.
- Map IC items across companies if not identical.
- Allow bi-directional processing. E.g. if POs in Company 1 against Vendor 2 automatically created Sales Orders (SOs) in Company 2 against Customer 1, you can either:
- “Receive” the PO, which will cause the SO to be shipped, or;
- Ship the SO, which will cause the PO to be receipted.
Trade OE to PO or PO to OE
- Account to Account mapping. Map OE customer in Source company to PO vendor in Target company (or vice versa).
- "Ship Via" to Account Mapping. Map OE "Ship Via" in Source company to PO Vendor in Target company (or vice versa).
Create documents from:
- OE Orders to PO Orders
- OE Shipments to PO Receipts
- OE Invoices to PO Invoices
- OE Credit Notes to PO Returns
- PO Orders to OE Orders
- PO Receipts to OE Shipments
- PO Invoices to OE Invoices
- PO Returns to OE Credit Notes
Explore the full Inter-Entity Suite
Business Scenario Examples
Company A (Source company) sells goods to Company B (Target company), with OE Sales Order and OE Shipment documents being created in Company A.
- Inter-Entity Trade (IET) automates the generation of the corresponding Purchase Order and goods Receipt documents in Company B.
- Once the OE/AR Invoice has been issued by Company A, IET also generates the corresponding PO/AP Invoice in Company B.
Company B carries out services for Company A
- Either Company can raise the Invoice, and IET will issue the corresponding AR or AP Invoice for the other party.
- Company A can pay the Invoice, and have IET automatically create the Receipt in Company B. Alternatively, Company B can enter the Receipt, and have IET create the Payment in Company A.
- Inter-Entity Trade 2020 requires Sage 300 2020 System Manager, General Ledger, Accounts Receivable and Accounts Payable.
- Inter-Entity Trade optionally works with Sage 300 2020 Order Entry, Inventory Control and Purchase Orders, and Orchid Inter-Entity Transactions.
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