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In intra-group transactions, sales invoice, sales order, It enables the creation of purchase order, sales delivery note, purchase delivery note in another sister company or one of the above transactions in the same company.

While defining the intra-group transaction, the company, document type, current account, transaction type (process for the order) is selected in the recorded document, while the company, document type, current account, transaction type, process, warehouse, price list, and seller are selected for the created document.

In intra-group transactions, an In order to ensure that the records created in the company are created in the other company or in the same company, the invoice, order or delivery note recorded in intra-group transactions are created in the other company in line with your selection criteria.

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

Recorded. Document:

Company: Whichever company you are transacting with is selected.

Document Type: The type of transaction to be performed is selected. (such as Sales Invoice, Purchase Delivery Note). Transaction types will appear depending on the document type you have selected.

Current Account: Select the Current Account through which the transaction will be made.

Process: The stage in the Order is selected.

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

Created Document:

Company: The company in which the document is desired to be created is selected.

Document Type: The transaction type in which the document is desired to be created is selected (Sales Invoice, Purchase Delivery Note).

Current Account: Which current account needs to be posted is selected.

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 desired warehouse is selected.

Price List:The desired price list is selected.

Seller/Receiver:The desired employee is selected.

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

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

Sales Delivery Note > Purchase Note. Delivery Note
Sales Delivery Note > Sales Delivery Note
Sales Invoice > Purchase Invoice
Purchase Invoice > Sales Invoice
Purchase Invoice > Purchase Invoice
Sales Invoice > Sales Invoice
Purchase Order > Sales Order
Sales Order > Sales Order
Sales Order > Purchase Order
Purchase Order > Purchase Order

Attention requirements;

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

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About Workcube Objects

In-group Transactions

In holdings, it enables registration from one company to another company according to specified criteria.

Type: Utility Version: Catalsyt v5 Licence: Standard Author: Workcube Core

Release Notes

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