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

  1. IET Transaction Routes - (for details , view Transaction Routes
  1. IET Entity Linked Accounts - (for details, view Linked Accounts )

If using Inter-Entity Multi

  1. When entities are in separate Sage 300 databases
  2. 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

If using Cash Management

For details, refer to Cash Management Setup

  • Configure IET Options > Cash Management Tab
  • CM Bank Setup
  • CM AP/AR Setup

Steps for Setting Up Inter-Entity Transactions