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We have one tenant, 3 companies and 4 branches. Is there a way to create a AR invoice in one branch and have the system automatically create the AP bill in the other? Due to tax and legal constraints we cannot use due to/from general ledger accounts. 

@hjosephdcm 

You can automatically generate AP bills based on the AR invoices by using the Generate Intercompany Documents (AP503500) form.

For more details, refer to https://help-2022r1.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=31c7902e-4c35-4c97-beff-4790db23b328.


Hello @apallawala21 

The the Generate Intercompany Documents process can be scheduled the same way as other processes in the system. I just made a schedule for it using my test instance (version 24.112.0026); the schedule successfully generated an inter-company bill based on the invoice I created.

If no bills have been created, check the records for the schedule on the Automation Schedule History form. It could be that the schedule has not been executed yet.


Hi @Olga Anisimovich 

Thank you for the response, I did not add any filter values to the schedule which gave me the trouble. 

Amanda 


Hi @hjosephdcm and @Olga Anisimovich 

Is there a way to automate the Generate Intercompany Documents screen, so a user does not require to process them manually?

I’ve tried to add a schedule but no record proceeds. 

Amanda 

 


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