Projects à Reports à Professional services automation à Intercompany settings
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 view and define the intercompany settings. This page is available only after defining the settings under the Intercompany settings section at Projects à Setup à Professional services automation à 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.
To access this page, you will need to be an administrator.
Notes:
The information in this document is based on product update 251.
Keep in mind: All fields with the "!" icon are mandatory.
Click this to display the results based on the defined criteria.
Note: Once you have clicked Show, it will be changed to Search.
Click this to display the search criteria.
Click this to reset the search criteria to the default setting.
Note: This is not available after clicking Show.
Click this to reset the setting that has been customized on this page.
Click this to delete the intercompany settings of the selected combinations of divisions.
Note: This is available after clicking Show.
Click this to define the intercompany settings for a combination of divisions.
Click this to exit.
Select the check box(es) to determine the intercompany settings of the combinations of divisions for which you want to delete. To select or deselect all check boxes at a time, select or clear the check box located in the column header.
This column displays the names of the divisions of the consultants. Click the hyperlink to view the respective division card.
This column displays the names of the divisions for which the hours and expenses registered by the consultants are charged and invoiced to. Click the hyperlink to view the respective division card.
Click Edit to view or modify the intercompany settings of the respective combination of divisions. For more information, see Defining intercompany settings.