Intercompany Insights

di IT.integro sp. z o.o.

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Enables companies in the group to share inventory availability and customer balances overviews

Item availability
With Intercompany Insights, groups of companies can optimize item availability, by reducing slow-moving inventory quantities. In different documents in Microsoft Dynamics 365 Business Central, you can use fields, actions and FactBoxes to view information on the availability of items in other companies within the group. Inventory availability in different companies and locations can be also displayed in a matrix.
You can check inventory availability per item or item variant in the companies selected. In addition, the app enables you to view item quantity on sales, purchase and manufacturing documents. Inventory availability information can be displayed from sales and purchase documents and in the inventory journal.

When working with customer balances, you can exclude customer transactions with outstanding payments to other companies in the group. Analogically to the inventory availability feature, while working with multiple documents, the user can view customer balances in other companies both in FactBoxes and the matrix.

Company Setup

Each company in the group can decide which data is to be shared with other subsidiaries and which data is to be available in Microsoft Dynamics 365 Business Central.
Presently, the data views can be added to the following pages in Microsoft Dynamics 365 Business Central:
  • Sales Order Subform
  • Purchase Order Subform
  • Sales Order Subform
  • Purchase Order Subform
  • Sales Invoice
  • Sales Quote
  • Sales Credit Memo
  • Sales Invoice Subform
  • Sales Quote Subform
  • Sales Cr. Memo Subform
  • Sales Return Order
  • Sales Return Order Subform
  • Blanket Sales Order
  • Balnaket Sales Order Subform
  • Purchase Quote
  • Purchase Invoice
  • Purchase Return Order
  • Blanket Purchase Order
  • Purchase Credit Memo
  • Purchase Quote Subform
  • Purch. Invoice Subform
  • Purchase Return Order Subform
  • Blanket Purchase Order Subform
  • Purch. Cr. Memo Subform
  • Item Journal
  • Planning Worksheet
  • Transfer Order
  • Transfer Order Subform
  • Job Planning Lines

Intercompany Insights is part of the Global Integration App package developed by IT.integro for multisite and multinational organizations and corporate groups.


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Supported Editions

This app can be used with either the Essentials or Premium version of Microsoft Dynamics 365 Business Central.

Supported Countries

All countries where Microsoft Dynamics 365 Business Central is available.

Supported Languages

Danish (Denmark), Dutch (The Netherlands), English (United States), French (France), German (Germany), Polish (Poland)

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