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- 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.
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.
- Automates cross company purchase and sales transactions.
- Prints intercompany aged receivables/payables and transaction listing reports.
- Performs intercompany account balance allocations.
- Performs intercompany inventory transfers.
- Synchronizes G/L Accounts, A/R Customers, A/P Vendors and I/C Items across multiple companies.
- Synchronization of Optional Fields is supported in Customer & Vendor Synchronization sub-modules, in version R/G 5.5D PU1 only.
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Intercompany Utilities™ History
- Intercompany Utilities 2025F - Released November 13, 2024.
- Intercompany Utilities 2024F - Released January 8, 2024.
- Intercompany Utilities 2023F - Released October 11, 2022.
- Intercompany Utilities 2022E - Released November 24, 2021.
- Intercompany Utilities 2021E - Released February 16, 2021.
- Intercompany Utilities 2020E - Released September 25, 2018.
- Intercompany Utilities 2019E - Released December 21, 2018.
- Intercompany Utilities 2018E - Released September 1, 2017.
- Intercompany Utilities 2017D - Released November 28, 2016.
- Intercompany Utilities 2016D - Released June 30, 2016.
- Intercompany Utilities 2014D - Released May 26, 2014.
- Intercompany Utilities 2012D - Released November 16, 2012.
- Product Update 1 for Intercompany Utilities 5.5D - Released October 21, 2011.
- Intercompany Utilities 6.0D - Released June 7, 2011.
- Intercompany Utilities 5.6D - Released April 18, 2011.
- Intercompany Utilities 5.5D - Released March 4, 2011.
- Intercompany Utilities 5.6B - Released January 19, 2010.
- Intercompany Utilities 5.5B - Released October 12, 2009.
- Intercompany Utilities 5.5B Beta - Released August 28, 2009.
- Intercompany Utilities 2017D - Released November 28, 2016.
- Intercompany Utilities 2016D - Released June 30, 2016.
- Intercompany Utilities 2014D - Released May 26, 2014.
- Intercompany Utilities 2012D - Released November 16, 2012.
- Product Update 1 for Intercompany Utilities 5.5D - Released October 21, 2011.
- Intercompany Utilities 6.0D - Released June 7, 2011.
- Intercompany Utilities 5.6D - Released April 18, 2011.
- Intercompany Utilities 5.5D - Released March 4, 2011.
- Intercompany Utilities 5.6B - Released January 19, 2010.
- Intercompany Utilities 5.5B - Released October 12, 2009.
- Intercompany Utilities 5.5B Beta - Released August 28, 2009.
Cheatsheet Letter Format
Product Brochure A4 Format
Product Brochure Letter Format
Product Presentation
Webinar Recording
How To Receive An Email Notification Each Time A Transaction Needs To Be Approved |
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
Why To Buy SYSTRONICS Intercompany Utilities for Sage 300 |
Overview |
Why SYSTRONICS Intercompany Utilities |
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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.
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Qualification Questions |
Business Problems Solved |
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Do you operate multiple Sage 300 companies? If yes:
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Customer Stories |
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Certain downloads are available to SYSTRONICS Partners only. Please log in to the SYSTRONICS Partner Area to have access to Downloads. If you are not registered as a SYSTRONICS Partner and wish to do so, please click here.
By downloading this SYSTRONICS product you agree to the Terms and Conditions.
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Certain downloads are available to SYSTRONICS Partners only. Please log in to the SYSTRONICS Partner Area to have access to Downloads. If you are not registered as a SYSTRONICS Partner and wish to do so, please click here.
By downloading this SYSTRONICS product you agree to the Terms and Conditions.
Installation Resources | |||
Fully Functional Version (Details) | 30-Day Evaluation Version (Details) | ||
Sample Database (Details) | |||
Documentation | |||
User & Administrator Guide | How To Use Sample Database | ||
Product Brochure |
Installation Resources | |||
Fully Functional Version (Details) | 30-Day Evaluation Version (Details) | ||
Sample Database (Details) | |||
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Version | What's New | Expected Release Date |
R/G 6.0D |
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Q'3, 2011 |