Set up intercompany trade
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
To enable Microsoft Dynamics AX to run intercompany trade, you must set up customers and vendors to run intercompany trade. You must also set up Accounts payable, Accounts receivable, Procurement and sourcing, and Sales and marketing.
Before you set up intercompany trade
Before you set up intercompany trade, you must decide which customers are intercompany customers, and which vendors are intercompany vendors. For each legal entity in Microsoft Dynamics AX, you must decide which trading policy to apply to the intercompany trading relation with the specific intercompany customer or vendor.
In particular, we recommend that you and your organization become familiar with the intercompany parameters. For more information, see Intercompany setup (form).
Discuss the implications of the setup with the managers who are responsible for intercompany trade in each legal entity.
Set up the appropriate values for each legal entity.
Set up trading relations
To set up intercompany trade for customers and vendors, follow these steps.
Click Accounts receivable > Common > Customers > All customers.
Select a customer account.
On the Action Pane, on the General tab, click Intercompany.
Specify intercompany setup parameters for the customer account. These parameters include the legal entity that contains the corresponding vendor and the vendor account. The parameters also include the purchase order policies, sales order policies, value mapping, and policies for sales agreements and purchase agreements. You also specify whether to use base data values from the customer account or from the vendor account in the other legal entity.
Repeat steps 1 through 4 for the remaining intercompany customers in the legal entity.
Click Accounts payable > Common > Vendors > All vendors.
Select a vendor account.
On the Action Pane, on the General tab, click Intercompany.
Specify intercompany setup parameters for the vendor account. These parameters include the legal entity that contains the corresponding customer and the customer account. The parameters also include the sales order policies, purchase order policies, value mapping, and policies for purchase agreements and sales agreements. You also specify whether to use base data values from the vendor account or from the customer account in the other legal entity.
Repeat steps 6 through 9 for the remaining intercompany vendors in the legal entity.
Set up products
To set up intercompany trade for customers and vendors, follow these steps.
Click Product information management > Common > Products > All products and product masters.
Define the products that are released to the legal entities where you want to do intercompany trade. For more information, see Key tasks: Define products.
See also
Create and invoice an intercompany purchase order for internal use
Create and invoice an intercompany sales order for internal use
Create and invoice an intercompany sales order for an external customer