Steps for Setting Up Inter-Entity Transactions

Inter-Entity Transactions processing facilitates doing business and transferring funds between entities within an Sage 300 Company( Inter-Entity Single Database) or across Sage 300 Companies (Inter-Entity Multi).

Entities can include branches, divisions, departments, funds, projects, trusts or multiple companies.

To setup the Inter-Entity Transactions module, you need to decide which General Ledger accounts are linked and which routes transactions should follow.

For multi-databases, you need to decide which Sage 300 databases are to be used and whether they are on-line (An On-line database exists within the same Sage 300 environment as the Source Database. Transactions will be automatically generated in this On-line Database.) or remote (A Remote Database Entity is a Target Sage 300 database that exists in a different environment and transactions will be periodically exported to a spreadsheet for importing into the remote database.)


Step 1: Gathering Inter-Entity Transactions Data.

Step 2: Setup General Ledger for Inter-Entity Transactions

Step 3: Activate Inter-Entity in Source Company /companies

Step 4: Assigning Visual Process Flows

Step 5: Adding Security

Step 6: Configure Inter-Entity Transactions Options

Step 7: Adding Inter-Entity Transactions Setup Records

Step 8: Designing Inter-Entity Transactions Reports


Inter-Entity Transactions - Overview

View Tutorials Inter-Entity Transactions Tutorials