Defining intercompany settings
Menu path
Projects ➔ Professional services automation ➔ Intercompany settings
Introduction
Intercompany transactions occur when a consultant from one division works on projects for other divisions within the organization. Hence, the hours and expenses can be submitted and registered in both the division of the consultant and the division of the project.
On this page, you can define the intercompany settings for multiple combinations of divisions. This page is available only after defining the settings under the Intercompany settings section at Projects ➔ Setup ➔ Professional services automation ➔ Settings. For more information, see Defining Professional services automation settings.
Also, a set of settings for each division of a person and division of a project must have been defined beforehand.
Roles & rights
To access this page, you will need to be an administrator.
Notes:
- For more details on function rights, go to System ➔ Setup ➔ Security ➔ Function rights.
- For more details on roles, go to System ➔ Setup ➔ Security ➔ Roles.
What version are you using?
The information in this document is based on product update 251.
How do I define the intercompany settings?
- Click Show.
- Click New.
- At Person division under the General section, type or select the division code to specify the division of the consultants.
- At Project division under the General section, type or select the division code to specify the division for which the hours and expenses will be charged to.
- Fill in other information.
- Click Save.
Keep in mind: All fields with the "!" icon are mandatory.
How do I modify the intercompany settings defined?
- Click Show.
- Under the Action column, click the Edit hyperlink of the respective intercompany settings defined.
- Make the necessary changes.
- Click Save.
Keep in mind: All fields with the "!" icon are mandatory.
Buttons
Save
Click this to save the intercompany settings for the combination of the selected divisions. If there are existing intercompany settings defined for the same combination of divisions, an error message will be displayed and this entry will not be saved.
Close
Click this to exit and return to the Intercompany settings: Search page. For more information, see Overview of intercompany settings.
Fields
General section
Person division
Type or select the division code to specify the division of the consultants.
Project division
Type or select the division code to specify the division for which the hours and expenses will be charged to.
Person division section
Intercompany project
Type or select the project number to specify the
project to be used for entries linked to the division of the consultants. Only projects that are linked to the division
defined at Person division will be available
for selection.
Project division section
Intercompany costs
Type or select the general ledger account number to specify the general ledger account to be used for intercompany cost entries linked to the division of the project. Only general ledger accounts that are linked to the division defined at Project division will be available for selection.
Intercompany invoices to be received
Type or select the general ledger account number to specify the general ledger account to be used for intercompany invoice entries linked to the division of the project. Only general ledger accounts that are linked to the division defined at Project division will be available for selection.
Cost center
Type or select the cost center code to specify the cost center to be used for cost entries. Only cost centers that are linked to the division defined at Project division will be available for selection.
Cost unit
Type or select the cost unit code to specify the cost unit to be used for cost entries. Only cost units that are linked to the division defined at Project division will be available for selection.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
24.139.215 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
06-11-2020 |
| Release: |
249 |
Attachment: |
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| Disclaimer |