Adding Inter-Entity Transactions Setup
Records
After configuring Inter-Entity Transactions options, you need to enter the Inter-Entity Setup Information.
Refer to Configure Inter-Entity Transactions Options for details.
Inter-Entity Setup
- IET Transaction Routes - (for details , view Transaction Routes
- IET Entity Linked Accounts - (for details, view Linked Accounts )
If using Inter-Entity Multi
- When entities are in separate Sage 300 databases
- IET Entity Database Mappings - (for details, view Entity Database Mappings )
If using G/L Triggers
When to use: Entity substitution (to create balancing entries across databases with different chart of accounts) or to create new G/L, A/P or A/R Transactions to re-allocate revenue and expenses
- IET Triggers - (for details, view G/L Triggers Accounts Setup )
If using Cash Management
For details, refer to Cash Management Setup
- Configure IET Options > Cash Management Tab
- CM Bank Setup
- CM AP/AR Setup