Fully Automated Intercompany Process in Business Central

Intercompany Processes

Intercompany processes, where transactions occur between different entities within the same organization, can be complex and time-consuming. Fortunately, Aptean Advanced Workflow provides a powerful solution to streamline and automate these processes within Microsoft Dynamics 365 Business Central.

What is Aptean Advanced Workflow?

Aptean Advanced Workflow is an extension for Business Central that enables you to design and automate workflows. It offers a visual interface to model and manage business processes, allowing you to create custom workflows without requiring in-depth programming knowledge.

The Fully Automated Intercompany Process

Let’s explore how a fully automated intercompany process functions with Aptean Advanced Workflow:

1️⃣ Sales Order from Subsidiary: A subsidiary receives a sales order from an end customer. This order is automatically converted into a purchase order for the parent company.

2️⃣ Purchase Order for Parent Company: The parent company automatically receives the purchase order as a sales order in Business Central.

3️⃣ Warehouse Shipment and Pick Order: Upon approval, a warehouse shipment and pick order are automatically generated for the required goods.

4️⃣ Shipment Booking and Packing Slip: After picking, the shipment is automatically booked, and the packing slip is printed.

5️⃣ Invoicing: The sales invoice is immediately booked and sent to the subsidiary. The subsidiary automatically records the receipt, books the sales shipment, and forwards the invoice to the end customer. The purchase invoice is also booked automatically.

Benefits of Automation

✔ Efficiency – Eliminates manual steps, reducing lead time and errors. ✔ Accuracy – Automation minimizes human mistakes and ensures data consistency. ✔ Transparency – Provides full visibility into process progress and status.

Conclusion

With Aptean Advanced Workflow, intercompany processes in Business Central can be seamlessly automated, leading to increased efficiency, accuracy, and customer satisfaction. Want to see this in action? Request a demo today, and let us show you how a fully automated intercompany process can transform your business operations!