Process
3 minute read
Once Topics and Subscriptions are configured, intercompany transactions can be transferred automatically.
Projects
An intercompany project is created the same way as any other project. The project is only transferred when the companies to which the project should be sent are selected, even if the Topic publishes to all companies.
Steps to Send a Project to Another Company:
- Choose the 🔎 icon, enter Project list, and select the related link.
- Select the project to send. Navigate to Send to company under the Action tab.
- Select the companies to which the project should be transferred.
Unmarking a company will stop updates to that company but will not delete the project.
Troubleshooting Missing Companies in the List:
- Verify the receiving company is set up as a Party.
- Confirm the Topic allows projects for that party.
- Update the Subscription (IDM) in the receiving company.
If Allowed On-Demand Publish is set to FALSE on the Topic, all projects will transfer automatically without selection.
Note!
Only users with USER IDMYME permission can select to transfer a project through the Intercompany automation.Note!
Tasks must only be added in the copany that owns the project, not in the receiving company.Time and expenses
The app provide two Topics/Subscription for transfering of time entries; Time entries and Project ledger entries. These can be used separately or in combination. If you use them in combination, time entries are transferred with Time entries, and expenses and item entries with Project ledger entries.
Time Entries
When submitting a time sheet in the performing company, time entries are transferred to the External Time Entries table. This table is for informational purposes only. All changes to entries must be made in the performing company.
Viewing External Time Entries:
- Navigate to Project list -> Related -> IDM -> External Time Entries.
- Navigate to Project Plan -> External time (Not posted) column.
- Search for External Time Entries. This option allows viewing all External Time Entries for projects where the user is the project manager or responsible person.
- Project executives can view all transactions across all projects (with filtering options to restrict the view).
Approval status and comments in External Time Entries are transferred and visible when approving time in the performing company. When entries are approved and posted in the performing company, project ledger entries are created in both companies.
Note!
Only time entries will be transferred between companies. This excludes entries moved via Move Entries or Project Journals.Project ledger entries
This feature is in preview mode and should be tested in a Sandbox environment. Contact support if it is needed in a production environment.
This feature transfers time, expense, and item entries and enters them into a project or job journal. The journal can be posted automatically or manually when the Subscription is run.
There is no approval process for these entries, unlike Time Entries.