Process
3 minute read
Once Topics and Subscriptions are configured, intercompany transactions can be automatically transferred
Projects
Create an intercompany project as you would any other project. Select the companies to which you want to transfer the project, even if the Topic publishes to all companies.
- Choose the 🔎 icon, enter Project list, and select the related link.
- Select the project you want to send. Navigate tp Send to company under the Action tab.
- Select the companies for transfer. Ensure users have the USER IDMYME permission.
Unmarking a company stops updates to that company but doesn’t delete the project.
If a company you want to send the project to is missing from the list:
- Verify the receiving company is set up as a Party.
- Confirm that 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 transfer automatically without selcection.
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 transfers to the External time entries. This table is for information purpose only. All changes to entries must be made in the performing company.
Viewing External time entries.
- Project list -> Related -> IDM - > External Time Entries.
- Project plan -> column External time (Not posted)
- 🔎 -> External time entries. Using this option you will see all External time entries on projects where you are a project manager or a person responisble. If you on are a project executive, you will see all transactions on all projects (you have filters to restrict the view).
You have an approval status and comment in the External time entries. This information is transferred and is visable (for imformation purpose only) the when approving time in the performing company.
When the 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 the companies. This exclude entries moved via Move entries or Project journals.Project ledger entries
This preview featurefunction is to be tested in a Sandbox environment. Please contact support if you want to use it in a production environment.
This template transfer time, expense and items entries and enter them in a project- or jobjournal. The journal can be posted automatically or manually when you run the Subscription.
There is no approval flow as you have in the Time entries.