Table of Contents

IIC Setup

To exchange purchase and sales documents between companies, it is necessary to define appropriate settings in Advanced Intercompany on the IIC Setup page. This article explains the importance of the setup fields used within the application.

Generating Default Settings Automatically

The default IIC settings are created during the application installation for each company.

Updating Settings

To update the default template settings:

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter IIC Setup, and then select a related link.
  2. On the IIC Setup page, use the Update Settings action. Hover over a field to read a short description.
Important

This action should be run after upgrading Advanced Intercompany when the message type format is changed or when some settings are missing and need to be initialized. Using this action affects web service communication and requires endpoint synchronization. Therefore, it is not executed automatically during the application upgrade but needs to be run manually by the system administrator. See our release notes to find out if an update is required.

General

If needed, verify and update the fields from the General FastTab on the IIC Setup page:

  • Own Endpoint No. - Specifies an IIC endpoint no. of the current company. This value will be used to identify a sender for the outgoing IIC messages.

  • Synchronize Item Tracking - Specifies whether item tracking lines should be sent with shipment notifications and added to the purchase document when accepting the shipment notification buffer message. (For more information, see Shipment Notification)

Standalone Invoices

If needed, verify and update the fields from the Standalone Invoices FastTab on the IIC Setup page: If needed, verify and update the fields from the Standalone Invoices FastTab on the IIC Setup page:

  • Auto Release Standalone Invoices - Specifies that a standalone purchase invoice will be released automatically after creation, when selected. (See more Standalone Invoices).
  • Auto Release Standalone Credit Memo - Specifies that a standalone sales credit memo will be released automatically after creation, when selected. (See more Standalone Credit Memo).

Pre-Invoice

If needed, verify and update the fields from the Pre-Invoice FastTab on the IIC Setup page:

  • Pre-Invoice Enabled - Specifies whether the pre-invoice functionality is enabled.

  • Pre-Invoice Location Code - Specifies a location to which pre-invoiced items will be received.

  • Auto Post Transfer Shipment - Specifies whether a pre-invoice transfer order shipment should be posted automatically.

  • Skip Delete Warehouse Receipt Confirmation - When selected, setting up a pre-invoice in the purchase buffer will delete connected warehouse receipts without displaying the confirmation dialog.

  • Combined Pre-Invoice Transfer - When selected, if the invoice is combined from multiple shipments, the system will try to combine the transfer as well.

  • Default Pre-Invoice Posting Date - Specifies which date must be used as the default pre-invoice posting date on purchase documents.

  • Default Returns Pre-Invoice Posting Date - Specifies which date must be used as the default pre-invoice posting date on sales documents.

For more information, see Pre-invoice and Returns Pre-Invoicing.

Drop Shipment

If needed, verify and update the fields from the Drop Shipment FastTab on the IIC Setup page:

Process

  • Auto Release Purchase Order - Specifies that a purchase order will be released automatically after creation by using the Create Drop Shipment Purch. Order action, when selected.

  • Auto Post Drop Shipment Receipts - Specifies that if a shipment notification message is accepted in the purchase buffer, the system will automatically post a purchase receipt for the purchase order, when selected.

Note

This will automatically post connected drop shipment sales order lines.

  • Auto Post Drop Shipment Invoices - Specifies whether an invoice to an end customer will be automatically posted when processing a purchase buffer document.

Return Process

  • Auto Release Purchase Return Order - Specifies that a purchase return order will be released automatically after using the Create Drop Shipment Purch. Return Order action, when selected.

  • Auto Post Drop Shipment Return Receipts - Specifies that if a return receipt notification message is accepted in the purchase buffer, the system will automatically post a return shipment for the purchase return order, when selected.

Note

This will automatically post connected drop shipment sales return order lines.

  • Auto Create Sales Return Order - Specifies whether a new sales return order should be created after accepting the purchase buffer document when a vendor company initialized the drop shipment return process.

  • Auto Release Sales Return Order - Specifies whether a new sales return order should be released automatically after using the Create Drop Shipment Sales Return Order action.

  • Auto Post Drop Shipment Credit Memos - Specifies whether a credit memo to an end customer will be automatically posted when processing a purchase buffer document.

Documents Automation

If needed, verify and update the fields from the Documents Automation FastTab on the Documents & Buffer Automation page. To open the Documents & Buffer Automation page:

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter IIC Setup, and then select a related link.
  2. On the IIC Setup page, use the Documents & Buffer Automation action. Hover over an action to read a short description.

Documents Processing

  • Set Status to Outbound on Document Release - Specifies that the IIC Status field will be set to Outbound after releasing the IIC purchase order or the IIC sales order, when selected. It will result in creating the outbound IIC message.

  • Auto Release New Sales Document - Specifies whether the new sales document created from the sales buffer document should be automatically released. This option is very useful when the document confirmation of the intercompany partner is not required.

  • Auto Release New Purchase Document - Specifies whether the new purchase document created from the purchase buffer document should be automatically released. This option is very useful when the document confirmation of the intercompany partner is not required.

Messages

  • Default Job Queue Category Code - Specifies the job queue category code which will be applied to job queue entries created by the Automate with Job Queue... action.

  • Send Outbound Messages on IIC Send - Specifies whether the Send Outbound Messages report, which is responsible for sending all pending IIC messages, will be executed automatically right after using the IIC Send action from the document level. The report will be executed in the user's session.

Auto Send

The application can send sales and purchase documents automatically when the following fields are set:

  • Auto Send Posted S. Shipment
  • Auto Send Posted S. Invoice
  • Auto Send Posted S. Cr. Memo
  • Auto Send Posted Return Rcpt.
  • Auto Send Posted Return Shpt

The period for which the documents should be sent can be limited by the following fields:

  • Auto Send Posted S.Shipment Period – Specifies a date formula to calculate the date from which the posted sales shipments should be sent.
  • Auto Send Posted S.Invoice Period – Specifies a date formula to calculate the date from which the posted sales invoices should be sent.
  • Auto Send Posted S. Cr. Memo Period – Specifies a date formula to calculate the date from which the posted sales credit memo should be sent.
  • Auto Send Posted Return Receipt Period – Specifies a date formula to calculate the date from which the posted sales return receipt should be sent.
  • Auto Send Posted Return Shipment Period – Specifies a date formula to calculate the date from which the posted purchase return shipment should be sent.
Note

This functionality requires that auto-sending codeunits 20020790-20020791, 20020793, 20020807, 20020810 are scheduled by using the Job Queue Entry. For more information, see Job Queue Automation.

Buffer Automation

If needed, verify and update the fields from the Buffer Automation FastTab on the Documents & Buffer Automation page. To open the Documents & Buffer Automation page:

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter IIC Setup, and then select a related link.
  2. On the IIC Setup page, use the Documents & Buffer Automation action. Hover over an action to read a short description.

The system can automatically validate or validate and accept all inbound confirmations/new documents/posted documents as long as there are no differences identified between the original document and the received one. Different processes can be automated by using the following settings:

  • Auto Process Purchase Conf.

  • Auto Process New Purch. Doc.

  • Auto Process New Sales Doc.

  • Auto Process Sales Conf.

  • Auto Process Shipment Not.

  • Auto Process Invoice

  • Auto Process Cr. Memo

  • Auto Process Return Receipt

  • Auto Process Return Shipment

  • Auto Process Warnings - When selected, warnings will not prevent the automatic processing of buffer messages.

Note

This functionality requires that auto-processing codeunits 20020782-20020787, 20020794, 20020805 (depending on the process) are scheduled by using the Job Queue Entry. For more information, see Job Queue Automation.

Advanced

If needed, verify and update the fields from the Advanced FastTab on the IIC Setup page.

Buffer

  • Check Dates on Buffer Validate - When selected, during buffer document validation, the system will display a warning message whenever any of the following dates is earlier than the work date:

    • for sales documents: Requested Delivery Date, Promised Delivery Date, Planned Delivery Date, Planned Shipment Date.
    • for purchase documents: Requested Receipt Date, Planned Receipt Date, Promised Receipt Date.

  • Block Posting Purchase/Sales while Documents in Buffer - When selected, posting of purchase documents is blocked until there are documents in the buffer. Posting a purchase receipt is allowed when there are only buffer documents of the Invoice type.

  • Skip Approval when Accepting Buffer - Specifies that the approval process will be skipped for documents reopened during the buffer acceptance, when selected.

  • Remove Cancel Document Buffer Messages - When selected, cancelled document buffer messages will be automatically removed from the purchase/sales buffer after running the IIC Cancel action.

  • Log Entries - Specifies whether the system should create IIC log entries every time a significant action takes place (e.g. buffer document is accepted).

Note

Log entires can be removed only by the IIC super user.

  • Default Combined Invoice\Cr.Memo Action - Specifies whether accepting a combined invoice/credit memo buffer document should post or create a purchase invoice/credit memo. (For more information, see Combined Invoice and Combined Credit Memo).

Item Charge

  • Default UoM for Item Charge - When validating an inbound document that contains a resource or G/L account line that is mapped to a local Charge (Item) line, a default unit of measure code can be used for such a line.

  • Auto Assign New Charge (Item) Lines - Specifies whether and how purchase item charges mapped from resources should be assigned to the purchase document line. Possible options are Equal or Amount.

Notifications

  • Notifications E-mail Address - Specifies an e-mail address that will be used for sending notifications. Notifications can be sent when a document is rejected. At least one e-mail account must exist.

  • Notifications E-mail Sender Address - Specifies an e-mail sender address from which the notification will be sent.

  • Notifications E-mail Sender Name - Specifies an e-mail sender name that will be used in notifications.

  • Notification Failed Error - Specifies that the notification failure will break further processing, if selected.

Messages

  • Compress Messages - Specifies whether IIC messages that are being exchanged via web services will be compressed prior to the transmission. This setting is highly recommended, as large documents can easily exceed the limit allowed for HTTP messages in the Business Central web service.

Documents

  • Ship-to Address Change Requires Reopen - When selected, for IIC sales documents, it will be necessary to reopen the document before making changes to fields from the Ship-to group (Ship-to Code, Ship-to Name, etc.)