Drilling Through to Intercompany Transactions

After transactions are posted to an account, you can view the account balance reflecting the posted amounts in the data form. Account cells in the form that contain posted transactions are indicated with a red symbol in the cell. The corresponding transaction details for the account cell are displayed in a separate window.

To drill through to intercompany transactions, you must be assigned the Intercompany Transaction User security role. You can view intercompany transactions from the data form, but you cannot make changes to the transactions using this view.

  To view Intercompany transactions from data forms:

  1. From a data form, select a cell that contains intercompany transactions, as indicated by a red mark in the top left of the cell.

  2. Right-click and select Intercompany Transactions to view the transaction details.