In-Group Transactions


It is used in businesses that use a single Workcube platform as a holding or a group of companies to avoid repetitions and to facilitate data transfers.


Route: Dashboard > System > Utility > In-Group Transactions


In in-group transactions; sales invoice, sales order, purchase order, sales delivery note, purchase delivery note created in a company enables one of the above transactions to be created in another related company or in the same company.

While defining In-Group Transaction, company, document type, current account, transaction type (process for order) are selected in the saved document. For the resulting document, the company, document type, current account, transaction type, process, warehouse, price list, salesperson are selected.

In In-Group Transaction, some transactions are made to ensure that the records created in one company are created in the other company or in the same company. Invoice, order, or delivery note recorded in in-group transactions is created in the other company in line with your selection criteria.


In-Group Transaction consists of 2 parts: Recorded and Created.

Recorded Document:

Company: Which company you are dealing with is selected.

Document Type: The type of operation to be performed is selected. (Sales Invoice, Receipt, etc.). Depending on the document type you have selected, transaction types will appear.

Current Account: It is selected which current account will be used for transactions.

Process: The stage in the order is selected.

Transaction Type: The transaction type in the Invoice or Delivery Note is selected.

 

Created Document:

Company: In which company the document is desired to be created, that company is selected.

Document Type: The type of transaction that is desired to occur is selected (Sales Invoice, Purchase Delivery Note, etc.).

Current Account: Select which current account you want to record.

Process: The stage in the order is selected.

Transaction Type: The transaction type in the invoice or delivery note is selected.

Payment Method: The desired payment method is selected.

Warehouse: The warehouse to be created is selected.

Price List: The desired price list is selected.

Seller/Receiver: The employee to be created is selected.

Note: Process/stages are selected in order records, and transaction types are selected in invoice and delivery note records.



In the standard structure, in-group transactions occur in the following document types.

  1. Sales Delivery Note > Purchase Delivery Note
  2. Sales Delivery Note > Sales Delivery Note
  3. Sales Invoice > Purchase Invoice
  4. Purchase Invoice > Sales Invoice
  5. Purchase Invoice > Purchase Invoice
  6. Sales Invoice > Sales Invoice
  7. Purchase Order > Sales Order
  8. Sales Order > Sales Order
  9. Sales Order > Purchase Order
  10. Purchase >Purchase Order

Things to pay attention;

  • To be able to perform the above operations, the selected product must be associated with other companies and the product must be defined in any price list.
  • If it is not included in the price list, it gives a warning on the screen. The saved document is saved, but the resulting document is not saved.
  • Current, product, warehouse, and project accounting codes must be defined in both companies. Otherwise, it will fall into debt-credit inequality.

Feedback

Did you find this content helpful?