To enable Microsoft Dynamics AX to run intercompany, you must set up customers and vendors to run intercompany. A prerequisite for Intercompany in Microsoft Dynamics AX is that you need to have the Accounts payable and Accounts receivable modules set up.

You must set up the modules in the order that they are listed in the Implementation Guide.

Before you set up intercompany

Before you set up intercompany, you must decide which of your customers are intercompany customers and which of your vendors are intercompany vendors. You must decide with each of your other Microsoft Dynamics AX company accounts, which trading policy to apply to the intercompany trading relation with the particular intercompany customer or vendor.

In particular you should familiarize yourself and your organization with the intercompany parameters described in the online help. Read the relevant online help topics for the Intercompany action policy (Form)including the general information, the Help on fields, the tasks that you perform in the forms, and the related topics. As you read, make notes about the parameters and options that are most relevant for your company.

  • Discuss the implications of the setup with the responsible managers in each Axapta company account.

  • Reach agreement.

  • Set up the appropriate values for each Axapta company account.

Intercompany setup form

  1. AIF Endpoints, see Endpoints (form)

    In each Axapta company account, define an endpoint for the company that you want to do intercompany trade with. Ensure that the company is selected as an intercompany organization and that it points to the appropriate Axapta company account. Also ensure that the constraint (vendor or customer) that the endpoint refers to exists.

  2. Action policiessee Intercompany action policy (Form).

    Set up the relevant intercompany actions for the endpoint, either PurchaseRequistionand/or SalesOrder.

  3. tab on Intercompany action policy (Form)

    Set up relevant parameters for intercompany trade for the specific endpoint and action involved.

  4. Configure, see Value mapping (form)

    Set up the necessary rules for how you want values converted between companies. A prerequisite for defining these conversion rules is that you have set up the values on the specific Axapta object (customer, vendor, item, unit, mode of delivery, and so on).