Intercompany Utilities for Sage 300
Consolidate Intercompany Information & Transact Across Multiple Companies!
Why SYSTRONICS Intercompany Utilities?
for Sage 300
SYSTRONICS Intercompany Utilities is a multifunction application, with each component designed to accomplish a specific task between two or more Sage 300 companies. SYSTRONICS Intercompany Utilities includes the following sub-modules that are sold and activated individually:
- Main Module (Required For All Sub-Modules)
- PO-OE Trade Automation
- AR-AP Trade Automation
- Consolidated Reports
- G/L Distributions
- Inventory Transfers
- Account Synchronization
- Customer Synchronization
- Item Synchronization
- Vendor Synchronization
The Main Module acts as the application engine and is required for all sub-modules.
The PO-OE Trade Automation sub-module facilitates cross company transactions in purchase and sales processes. Posting a Purchase Order in the purchasing company for a particular entity defined as a vendor, automatically initiates a corresponding Sales Order in the selling company database where the purchasing company is defined as a customer. Similarly, a shipment transaction in the selling company automatically generates a purchase receipt in the purchasing company. Finally, an O/E invoice issued in the selling company results in a P/O invoice issued in the purchasing company.
The Consolidated Reports sub-module extracts data from multiple Sage 300 companies and generates consolidated A/R and A/P aging and transaction listing reports.
Intercompany G/L Distributions sub-module enables account balance allocation from an account(s) in the source company to another account in the source and/or destination companies. An example how this sub-module may be implemented is expense distribution from headquarter to branches. It enables profit markups, as well as flexible distribution methods: by number of transactions, by number of employees, by account balances and manual.
The Inventory Transfers sub-module performs stock transfers from one company to another, without requiring purchase and sales transactions.
Four synchronization sub-modules help with the creation and maintenance of identical definitions for G/L Accounts, A/R Customers, I/C Items and A/P Vendors across multiple Sage 300 companies.
Highlights- Automates cross company purchase and sales transactions.
- Prints intercompany aged receivables/payables and transaction listing reports.
- Performs intercompany account balance allocations.
- Synchronizes G/L Accounts, A/R Customers, A/P Vendors and I/C Items across multiple companies.
Business Benefits
- Time saved in accumulating and analyzing data from multiple Sage 300 companies.
- Synchronized master data across multiple Sage 300 companies.
- Reduced manual entry and human errors.
- Increased visibility of comparable information.
- Increased control over and reliability of printed information.
Intercompany Utilities Business Benefits
Business benefits
- Time saved in accumulating and analyzing data from multiple Sage 300 companies.
- Synchronized master data across multiple Sage 300 companies.
- Reduced manual entry.
- Reduced human errors.
- Increased visibility of comparable information.
- Increased control over and reliability of printed information.
Why to buy
Overview
Why SYSTRONICS Intercompany Utilities
SYSTRONICS Intercompany Utilities™ streamlines intercompany operations between branch entities. The application consists of several modules, each designed to automate a specific aspect of intercompany operations.
- PO/OE Trade Automation facilitates the sales and purchase flows between interrelated entities.
- Consolidated Reports print aggregated Customer and Vendor balances for multiple companies.
- G/L Distributions allocate account balances from headquarter to branch companies.
- Intercompany Transfers simplifies stock transfer between interrelated companies.
- Account, Vendor, Customer and Item Synchronization modules synchronize corresponding records across interrelated companies.
- A flexible modular licensing model that allows acquiring the functionality you need.
- All modules support transactions between companies with different currencies and tax legislations.
- Flexible distribution methods allow allocating GL Account balances in multiple ways, e.g. number of employees, destination account balances, etc.
Qualification Questions
Business Problems Solved
Do you operate multiple Sage 300 companies? If yes:
- Do your subsidiaries trade between each other?
- Do you record G/L balances in headquarter books, which you periodically allocate to other branches?
- Do you want to maintain a standardized Chart of Accounts, as well as Customer, Vendor and Item Codes across all companies?
- Do you want to print individual aging reports for Receivables and Payables consolidating all your companies?
- Eliminates entering the same intercompany trade document twice, in the source and destination companies.
- Instantaneous and error free synchronization of master records - GL Accounts, as well as Customers, Vendors, Items Codes - across all companies.
- Automatic calculation and distribution of corporate costs to branch companies with a single click.
- Individual corporate position reports for receivables and payables.
Customer Stories
Profile: IT Networking Equipment Chain Store
Business Problem: The management has treated each store as a separate Sage 300 company. Centralized Chart of Accounts and Inventory Codes had to be maintained across all companies, but in the absence of integration among them, each new G/L Account or Item Code had to be added individually in each company. Adding new records multiple times manually and reconciling them periodically took a lot of effort.
Solution: The company addressed the issue by implementing the Account and Item Synchronization modules.
Results: New records are now added in multiple companies by entering them only once. The Synchronization modules updates the newly entered data across all companies automatically.
Profile: A Construction Company
Business Problem: The company has multiple branches operating in different cities. The subsidiaries transfer material between them frequently, and since they are separate legal entities, this exchange required recording standard sales transactions, necessitating the entry of whole sale/purchase cycles in each company, which resulted in duplicate work.
Solution: The implementation of the PO/OE Trade Automation module established an integration between the different branches, facilitating the entry of a trade transaction only once in the originating company.
Results: The entry of a single transaction by the accounting team, results in the automatic creation of a counter transaction in the destination company.
Currently Supported Versions
| Currently supported | 2023F · 2024F · 2025F · 2026F |
|---|---|
| Compatible with | Sage 300 2026, Sage 300 2025, Sage 300 2024, Sage 300 2023 |
| Delivery Mode | Website download. |
Intercompany Utilities Downloads
Intercompany Utilities prices
Annual subscription
Entitles the End User to use any shipping version during the validity period, including updates, upgrades and unlimited offsite technical support direct from the SYSTRONICS Support Team.
Fixed license fee
Updates, upgrades and support are available under a valid Software Assurance Plan, mandatory for the first year and charged at 20% of the current product SRP.
Version history
Tips & tricks
Based on Intercompany Utilities™ (R/G) Security settings, transactions may reach the Approval Console when they need to be approved manually. You can set up the application to send emails when a transaction reaches the Approval Console.
The following steps enable the application to send email notifications:
1. Create a new optional field in Sage 300 ERP Common Service;
2. Add the necessary recipient email addresses as optional field values for the new optional field;
Optional Fields
3. Configure the R/G Email Settings. Select the newly created optional field as the 'Address Optional Field' field;
R/G Email Setting
4. Assign the optional field to the transaction type in the respective Sage 300 ERP module for which you want to enable email notification;
For instance, if you want to send email notifications when a Sales Order appears in the Approval Console, it should be configured in Sage 300 ERP P/O Optional Fields setup records in the source company and assigned to 'Purchase Orders' (header level).
P/O Receipt Entry
To receive notifications, when a P/O Receipt appears in the approval console, respective optional fields should be assigned to O/E Shipments (header level).
O/E Shipment Entry
FAQ
Is it possible to buy only one sub-module of Intercompany Utilities?
Is there any limit on the number of destination that companies used?
How does Intercompany Utilities connect from the logged on company to another Sage 300 company?
Do PO-OE Trade Automation and Item Transfers sub-modules support Sage 300 Serialized Inventory and Lot Tracking?
Why some sub-modules are missing from the Intercompany Utilities folder?
Can purchasing and selling companies have different functional currencies in the PO-OE Trade Automation sub-module?
Does PO-OE Trade Automation support imported purchase orders?
Is it possible to modify the originating intercompany transaction after posting it in the destination company?
Is the system generated intercompany transaction automatically deleted from the destination company when its counterpart is deleted from the source company?
Can a single intercompany transaction involve more than two companies?
Why an intercompany transaction is not posted automatically in the destination company and appears in the Approval Console?
Why isn't it possible to run consolidated reports from any company?
Is it possible to run Consolidated Reports for companies with different functional currencies?
Does the Intercompany G/L Distributions sub-module support multicurrency transactions?
How can I buy Intercompany Utilities?
How much does Intercompany Utilities cost?
See Intercompany Utilities on your Sage 300
Tell us your Sage 300 version and how you plan to use Intercompany Utilities. The SYSTRONICS team will arrange an online demonstration.
Ready to put Intercompany Utilities on Sage 300?
Download the current version, request an activation code, or ask the SYSTRONICS team for a walkthrough.