What's New: Cross Environment Intercompany Posting and Approval for IC General Journals (2023)

Overview

The 2023 What’s New session shows how intercompany partners can now reside in different environments, within one tenant or across tenants. Transactions between the companies are handled by the system without manual file downloads. The session starts with intercompany basics and earlier improvements, then demos a cross environment transaction.

It then walks through setup: the intercompany partner wizard run on both companies in parallel, currency, customer, vendor and bank account configuration, and authentication with a Microsoft Entra app registration. It closes with tips and technical details, including the permission sets involved.

Key points

• IC partners can now be in different environments, in one tenant or across tenants, with no manual file downloads.
• A new action on the IC partner starts a wizard to set up the connection. The setup is done in both partner companies, can be done in parallel, and includes a test connection step.
• The wizard requires accepting conditions because data may move across geos, and the new IC partner needs a unique name. Company information is copied from one partner and pasted into the other.
• Authentication needs a Microsoft Entra app registration with a client ID, created in the Azure portal. No developer knowledge is needed.
• One registration app can serve all environments in one tenant; partners in different tenants need separate registration apps. The Entra setup is done once per environment, not per company.
• The permission set ‘Cross environment API cross environment intercompany’ is needed to send and receive. Creating new IC partners is limited to admins by default and is controlled by the ‘Create and modified interc company Partners’ permission set.
• If partners use different currencies, both companies need those currencies enabled locally. Cross environment communication is handled by jobs, and sends run in the name of the user who started the transaction.

Features

AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

• permissionset “Cross environment API cross environment intercompany” at 11:20
• permissionset “Create and modified interc company Partners” at 12:01

Not found in BC28-30: permissionset “Cross environment API cross environment intercompany”, permissionset “Create and modified interc company Partners”.

Quotes

• 1:46 “it can support multicurrency they don’t all have to be the same currency they don’t all have to be the same dimensions and they”
• 4:58 “for this release we have also introduced the capability to allow IC partners that reside in a different environment”
• 7:20 “all the existing functionality for inter company is Now supported cross environment cross environment means that it could be handled with two different environments”
• 8:38 “we will need to accept the conditions because uh our data might be switch across GEOS and there are some privacies that you will”
• 11:00 “you will need to create a new Microsoft entra application where you will introduce the client ID”
• 13:02 “you don’t need to be a developable for for that it’s basically just a record in the aure portal and a few clicks following”
• 13:22 “for those of you that don’t need to work across tenants uh this uh registration app can be used for all environments within one”
• 14:02 “once you do the setup for Microsoft entra that will be enabled for all the companies on that environment”

Presenters (as heard): Brian nilson, Jos Antonio Garcia.