Trade Setup - Overview

You select Trade options when you initially setup your Inter-Entity Trade Module. Once you have set up your module, use this form when you need to change your selections.

Note: You can deselect temporarily certain options if you need to enter transactions that do not require Inter-Entity processing for vendors or customers setup in the appropriate Trade Setup options or to enter correcting entries.

Setup Trade AR to AP and Trade AP to AR

Configure AP -AR Trade options when you want to create AR transactions in a target entity when AP transactions are posted or to create AP Transactions when AR Transactions are posted.

 

Setup Trade OE to PO and Trade PO to OE

Configure OE/PO Trade options when you want to create OE transactions in a target entity when PO transactions are posted or to create PO Transactions when OE Transactions are posted.

Key Steps