Fully Automated Intercompany Process in Business Central with Aptean Advanced Workflow

Marc Fidder
14 augustus 2024

Intercompany Processes

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

What is Aptean Advanced Workflow?

Aptean Advanced Workflow is an extension for Business Central that allows you to design and automate workflows. It provides a visual interface for modeling and managing business processes. With this tool, you can easily create custom workflows without deep programming knowledge.

The Fully Automated Intercompany Process

Let's look at a fully automated intercompany process with Aptean Advanced Workflow:

  1. 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.
  2. Purchase Order for Parent Company: The parent company automatically receives the purchase order as a sales order in Business Central.
  3. Warehouse Shipping and Pick Order: After approval, a warehouse shipping and pick order are automatically created for the goods to be delivered.
  4. Booking of Shipment and Packing Slip: After picking, the shipment is automatically booked, and the packing slip is printed.
  5. Invoicing: The sales invoice is immediately booked and sent to the subsidiary. In the subsidiary, the receipt is automatically booked, and the sales shipment is automatically booked. The invoice is then automatically sent to the end customer. The purchase invoice is also automatically booked.

Benefits of Automation

  • Efficiency: Manual steps are eliminated, reducing turnaround time and minimizing errors.
  • Accuracy: Automation minimizes human errors.
  • Transparency: You have full visibility into the progress of the process.

Conclusion

With Aptean Advanced Workflow, you can seamlessly automate intercompany processes in Business Central. This leads to increased efficiency, accuracy, and satisfied customers. Want to see this in action? Request a demo here. We would be happy to show you this fully automated process.

Feel free to let us know if you need any further assistance!