Document intercompany ownership and reconcile internal settlements

Procedure

1. Inspect the available intercompany transfer rules for each sending/receiving company pair, choosing the actual sale/commission/prohibited method.
2. Create the supported intercompany agreement and transfer price type; verify company, currency, price and source inventory owner.
3. For a controlled operation, open Intercompany documents generation wizard and select the period and intended demand only after checking existing documents.
4. Inspect sender priorities and missing-price/stock errors before generating documents. Do not allow negative stock merely to make generation succeed.
5. Reopen generated intercompany transfers/commission reports/returns and compare company, ownership, item/batch, quantity, price and source sales links.
6. Generate Inventory by Organization, pending-transfer/commission and Intercompany Settlements reports. Reconcile physical warehouse quantity separately from legal owner and each company’s liability.
7. Test an intermediary or commission branch separately, confirming which entity earns the commission and pays/receives money.

See also: Reconcile gross profit and financial result by business line, Run preliminary and final cost calculation and investigate errors.