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Inter Company Case Study

Goal
Consider a scenario where R12 Operation has to transect between differnet warehouses in US which comes under same and different legal entities US _LE_1 and US_LE_2 and have balancing segment assigned as 10, 20 and 30.
Business need to balance all the journals involving transactions between theses firms at the time of Journal posting .

Solution
The combination of All Other to All Other works in intercompany accounting. For such a combination to work, you need to setup intracompany balancing rules where you can define the All Other to All Other relationships.
For more clarity, see the following example :

Suppose that legal entity US_LE_1 maps to balancing segment values 10 and 20, while US_LE_2 maps to balancing segment values 30. Consider the following intercompany account setup:

For the Inter company,

Journal:

This is a one legal entity to one legal entity journal between legal entities LE1 and LE2. After the summary net balancing entries are added, the journal is shown below:

Journal – Balanced by legal entity:

Notice that Balancing API adds lines 5 and 6 to make the journal balanced for each legal entity.
In other words, the debits and credits net to zero for both LE1 and LE2. However, notice that for LE1 we still need to perform intracompany balancing since the entries are not balanced by balancing segment values (10 or 11). Intracompany balancing within LE1 will be performed using the relevant intracompany balancing rules.

Then intracompany balancing lines 7 and 8 are added to Journal 2. Journal 2 thus shows the results of both intercompany and then intracompany balancing.

Journal – balanced by legal entity and balancing segment value:

BY: Vivek Upadhyay

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