Wednesday, October 6, 2010

Ax 2009: Working with more than sales order in Intercompany Function (INTERCOMPANY SUMMARY UPDATE SETTINGS)

If you use intercompany function for your different companies,  if you want to arrange packing slip or invoice, there will be a surprise for you in the SalesEditLines Form:) Why don't arrange button run???? is it bug???

Don't worry about this. Let's meet the Ax 2009 summary update settings... 

1. Click Area Page node: Accounts payable -> Setup -> Parameters.
2. Switch to the Summary update tab on the Accounts payable parameters form. Set as “Automatic summary” the field Default values for summary updates:
3. Click the Summary update parameters button. Ensure you have set up fields for packing slip and invoice
4. Do the same for Accounts receivable parameters in the other company (which sells)
5. Click Area Page node: Accounts payable -> Vendor Details. Select the intercompany vendor
6. Click the Setup -> Summary update menu button. Active Automatic summary for packing slip and invoice:
7. Do the same for the intercompany Customer in the other company (which sells).
8. Click Area Page node: Accounts payable -> Purchase Order Details.
9. Click the Posting -> Packing slip menu button. Ensure in tab Other you have “Automatic summary” in the field Summary update for. (The same if you’re invoicing)
10. Do the same in the company that sells if you want to arrange sales orders.

Hasan Bilgin
ETG Danışmanlık

2 yorum:

Wojciech Malczewski said...

Your hint helped me a lot, now IC purchases started working. Unfortunately I still cannot arrange sales IC Orders. Do you know if there are any other settings or parameters that may affect this?

Hasan Bilgin said...

Hi Wojciech, can you send me what is your problem exactly with a screen shots?

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