Defining Intercompany Transaction Types
Before you enter intercompany transactions in the CENTRA system, define your intercompany transaction types. Use transaction types for query purposes and to group similar intercompany transactions for review and reporting. You can disable a transaction type if you subsequently decide you don't need it.
To define a transaction type:
1. Navigate to the Intercompany Transaction Types window.
2. Enter the transaction type Name and an optional Description.
3. (Optional) Mark the Allow Auto-Approve check box if you want to allow CENTRA subsidiaries who have the appropriate privileges to automatically approve intercompany transactions that use this transaction type.
Additional Information: The Allow Interest Accrual, Allow Invoicing, and VAT Taxable options are not yet available.
4. Make sure the Enabled check box is marked.
To disable a transaction type:
1. Navigate to the Intercompany Transaction Types window.
2. Query the transaction type that you want to disable.
3. Clear the Enabled check box.
See Also
Defining CENTRA Subsidiaries
Specifying Intercompany Clearing Accounts
CENTRA Overview
Entering Intercompany Transactions
Defining Recurring Intercompany Transactions
Generating Recurring Intercompany Transactions
