Steps for Setting Up Inter-Entity Trade

Inter-Entity Trade Automates transaction flows between Sage 300 Companies when related entities trade​ with each other.

To setup the Inter-Entity Trade module, you initially need to decide which features of Inter-Entity Trade are to be used (using the Trade Options icon) and which Customers and Vendors are linked for either the Accounts Receivable/Accounts Payable trade and/or the Order Entry/Purchase Order trade. These trading partnerships need to be defined in the AP-AR Trade setup and/or the OE-PO Trade setup. 

 

Step 1: Gathering Inter-Entity Trade Data

Step 2: Activate Inter-Entity in Source Company /companies

Step 3: Assigning Visual Process Flows

Step 4: Trade Setup - Overview

Step 5: Trade Options - AR-AP and OE-PO Overview

Step 6: Trade Organisation Setup

Step 7: AP/AR Trade Setup - Partner Mapping

Step 8: OE/PO Trade Setup

Step 9: Adding Security