Acumatica ERP supports Multi-Organization Setup, Consolidation Hub, and Intercompany Transactions through its Financial Management module. Below is an overview of where each of these features is configured and managed in Acumatica:
1. Multi-Organization Setup (Multi-Company / Multi-Branch)
Acumatica allows you to configure multiple legal entities or branches within the same tenant.
Where to Set It Up?
- Navigate to Configuration → Organization → Companies (CS101500) to create multiple companies.
- Go to Configuration → Organization → Branches (CS102000) to create multiple branches under a company.
Key Features:
✔ Supports multiple legal entities within the same tenant.
✔ Each company can have separate financials and chart of accounts (optional).
✔ User-based security roles restrict access to specific companies or branches.
✔ Shared master data (customers, vendors, employees) is optional.
2. Consolidation Hub (Financial Consolidation)
Acumatica provides financial consolidation for organizations with multiple legal entities.
Where to Set It Up?
- Navigate to Finance → General Ledger → Companies (CS101500).
- Use Finance → General Ledger → Inter-Company Accounting (GL104500) to configure consolidation.
- Use Finance → General Ledger → Consolidation (GL304500) to set up reporting ledgers and data mapping.
Key Features:
✔ Consolidates financials from multiple companies into a single reporting entity.
✔ Supports different base currencies (automatic currency conversion).
✔ Uses Consolidation Ledger to manage eliminations and adjustments.
✔ Data can be manually or automatically imported from subsidiaries.
3. Intercompany Transactions
Acumatica supports automated intercompany transactions, allowing transactions between different companies or branches.
Where to Set It Up?
- Navigate to Finance → General Ledger → Inter-Company Accounting (GL104500).
- Set up Inter-Company Account Mapping to define accounts for transactions between companies.
Key Features:
✔ Supports automatic due-to / due-from journal entries.
✔ Enables intercompany sales and purchases between entities.
✔ Allows shared vendors/customers between multiple companies.
✔ Works with Accounts Payable (AP), Accounts Receivable (AR), and General Ledger (GL).
Summary
| Feature | Setup Location | Key Functionality |
|---|---|---|
| Multi-Organization Setup | Companies & Branches (CS101500, CS102000) | Manages multiple legal entities or branches within a single tenant. |
| Consolidation Hub | Financial Consolidation (GL304500) | Merges financial data from multiple entities for reporting. |
| Intercompany Transactions | Intercompany Accounting (GL104500) | Automates financial transactions between different entities. |
If you're looking to implement any of these features, let me know, and I can guide you through the specific configurations!
