Basic setup

Learn about the basic set up that needs to be done before you start setting up parties, topics and subsctiptions in pryme Intercompany

  2 minute read  

Add your party code

All companies must agree on a unique intercompany partner identification code for each company, a Party code. Decide on a naming strategy and stick to it.

  1. Choose the 🔎 icon, enter pryme Intercompany setup, and choose the related link.
  2. Enter the Party code in My party code.

Exclude a dimension in the intercompany data

If you have dimensions that are local for the company and shouldn’t be a part of the intercompany data, you can restrict the dimension to be excluded in the Topic message.

  1. Choose the 🔎 icon, enter Dimensions, and choose the related link.
  2. Turn Skip for Intercompany (IDM) to On/Selected on the dimensions you want to exclude.

Expense payment type

If you are using the preview Project ledger entries functionality that transfers expenses between companies you must add a new Expense payment type. This Expense payment type is only for intercompany transactions.

  1. Choose the 🔎 icon, enter Expense payment type, and choose the related link.
  2. Create a new expense payment type and set the Expense payment function to Company paid and the Expense posting to NONE.
  3. Choose the 🔎 icon, enter Project expense posting setup, and choose the related link.
  4. Create a new Expense code for each code you have, and add the Expense payment type just created.
  5. Fill in the fields as necessary. Hover over a field to read a short description.

Permissions

All users that are going to send projects to other companies need the permission USER IDMYME.