An endpoint in Microsoft Dynamics AX is a company or entity that participates in a business-to-business (B2B) or application-to-application (A2A) data exchange.

You can set up actions (in the form of sales or purchase requisitions) and the policies that define the processes involved in trading with your vendors and your customers.

1. From the Endpointsform for your selected intercompany, click Action policiesto open the Intercompany action policyform. If you have already created actions for a vendor relationship, this form opens with the Action IDfield as PurchaseRequisition. For a customer relationship, this form opens with the Action IDfield as SalesOrder.

2. To create two actions, SalesOrder and PurchaseRequisition, click Create actions. When you have created these actions, you can select either of them in the Action IDfield. These two actions are required to set up your intercompany relationships, and you must create them once for each company that you want to set up. If you have migrated from Microsoft Axapta 3.0, these actions are already available.

   Note
   You set up endpoints for your intercompany partners in the Endpointsform. If you have set up both a vendor and a customer relationship with one of your intercompany companies, you can toggle between these two in the Intercompany action policyform on the Overviewtab, in the Action IDfield. This field determines the parameters available on the Setuptab.

3. To describe how you want your intercompany processes to take place, click the Setuptab.

4. Click Configure. In the Configureform, define the way that you want to reference the items for intercompany trade.

5. In all the Document valuefields on all the tabs, define how you want to exchange company information, countries/regions, items, delivery methods, and department codes in the document.

You can now create items for intercompany trade.