Configuring an IC Partner (Sales Company)

Feature Overview

The IC Partner Card is the central configuration record that tells the Sales Company everything it needs to know about a specific Supply Company partner. From the Sales Company's perspective the card serves three purposes: identifying the partner (its intercompany code, name, and inbox type), establishing an authenticated web service connection to the partner's Business Central environment, and defining the rules that govern how outbound purchase orders are prepared and sent, and how inbound responses — shipment notifications and receipts — are processed automatically.

The web service connection uses OAuth 2.0 via a Microsoft Entra (Azure AD) application. The connection wizard collects the partner's Connection URL, Web Service Instance, Web Service Tenant, Company Name, and Intercompany ID, alongside the Client ID, Client Secret, Token Endpoint, and Redirect URL belonging to the Entra application that has been granted API access to the partner environment. All sensitive values are stored encrypted in BC's Isolated Storage — they are never visible in plain text on the card after saving. After initial setup the same credentials can be updated at any time through the Intercompany External Setup dialog without re-running the full wizard.

Three sub-pages extend the IC Partner Card on the Sales Company side. IC Partner Locations defines which of the Supply Company's stock locations are included when the Sales Company queries remote inventory. IC Partner Custom Fields maps additional header or line fields that should travel with outbound purchase documents or be written back from inbound documents. Item Tracking configuration on the partner (the Send Item Tracking Purchase flag) controls whether lot and serial numbers assigned on the purchase order are propagated to the corresponding sales order in the Supply Company.


Module	Intercompany (BC647)
Perspective	Sales Company
Authentication	OAuth 2.0 (Microsoft Entra application)
Credentials storage	BC Isolated Storage (encrypted)
Custom fields (standard)	1–10 per direction / document type / record type
Custom fields (extended)	11–50 via JSON payload; requires Extended Custom Fields feature flag in IC Setup
Partner Locations	Location Code + Name (flow field from Location table)
Inventory check entry point	Sales Order line → IC Inventory Check action

Getting Started

Open IC Partners. Search for IC Partners and open the list. If the partner already exists, open its card. If not, create a new record and enter the partner's Intercompany Code and Name.
Launch the Connection Setup Wizard. On the IC Partner Card choose IC Partner → Connect Externally Setup (or Connection Setup Guide from the actions menu). The wizard opens at the IC Partner Web Service Setup page.
Review your own connection details. The wizard displays your company's current Connection URL, Web Service Instance, Web Service Tenant, Intercompany ID, and Company Name as a reference — these are the values the Supply Company will need to configure on their side.
Enter the partner's connection details. Fill in the partner's Connection URL, Web Service Instance, Web Service Tenant, Intercompany ID, and Company Name. The wizard validates that the details are not identical to your own company's details.
Enter the OAuth 2.0 authentication details. Provide the Client ID, Client Secret, Token Endpoint (typically https://login.microsoftonline.com/<tenantID>/oauth2/v2.0/token), and Redirect URL (typically https://businesscentral.dynamics.com/OAuthLanding.htm) for the Entra application that has been granted access to the partner's environment.
Test the connection. Choose Test Connection on the wizard's Verify Connection step. A successful test confirms that the endpoint is reachable and authentication is working.
Finish and save. Choose Finish to persist the credentials and connection details to the IC Partner record.
Configure outbound purchase automation. Back on the IC Partner Card, enable Auto Release Outbound Purch if purchase orders linked to sales orders should be automatically released and sent to the Supply Company when the sales order is released.
Configure the inbox handling mode. Set Auto import inbox to Handle with Job Queue or Handle with Web Service to specify how responses arriving from the Supply Company (shipment confirmations, receipt notifications) are processed without manual intervention. Leave at No Handling if the IC Inbox should be processed manually.
Enable Post Purch. Receipt if incoming shipment notifications from the Supply Company should automatically post a purchase receipt in the Sales Company.
Set up Partner Locations for inventory check. If IC Inventory Check is enabled on the card, open IC Partner → IC Partner Locations and add each Supply Company location code that should be queried when a Sales Company user checks remote availability from a sales order line.
Configure Custom Fields if needed. Open IC Partner → IC Partner Custom Fields to map any additional fields that should travel between the two companies. Add one row per field: set Direction (Outgoing or Incoming), Document Type, Record Type, Custom Field No. (1–10, or 11–50 if Extended Custom Fields is enabled in IC Setup), and the target field. Confirm the partner is not blocked, and the setup is active.

Related Features

The IC Partner Card on the Sales Company side is the counterpart to the IC Partner Card on the Supply Company side, where inbound automation and pricing rules are configured; both cards refer to the same IC Partner record but expose different fields depending on the company type configured in IC Setup. Custom Fields configured as Outgoing on the Sales Company side must have a matching Custom Field No. configured as Incoming on the Supply Company side, using the same number as the shared key. The IC Inventory Check feature queries the Supply Company's live stock and demand data in real time from the Sales Order page and displays the result in the Intercompany Item Availability worksheet, breaking down availability by location. Item tracking propagation (Send Item Tracking Purchase) works only for items with an active Item Tracking Code and requires the Supply Company's sales order to also carry the IC item tracking configuration.

User Stories

As a Sales Company administrator, I want to run the Connection Setup Wizard for a new IC Partner so that the OAuth 2.0 credentials are stored securely and the web service connection is established in a single guided flow.
As a Sales Company administrator, I want to test the web service connection from the IC Partner Card so that I can confirm authentication is working before purchase orders are sent.
As a Sales Company administrator, I want to update an existing web service connection (Connection URL, Web Service Instance, Client ID, or Client Secret) without re-running the full wizard so that I can rotate credentials or correct a misconfiguration quickly.
As a Sales Company administrator, I want to enable Auto Release Outbound Purch on a partner so that purchase orders linked to sales orders are automatically released and transmitted to the Supply Company when the sales order is released, without requiring manual intervention.
As a Sales Company administrator, I want to enable IC Inventory Check on a partner so that sales order users can query live stock levels at the Supply Company before confirming order quantities.
As a Sales Company administrator, I want to define which Supply Company locations are included in the inventory check by adding them to IC Partner Locations, so that the availability query is scoped to the relevant warehouses.
As a Sales Company user, I want to trigger a remote inventory check from a sales order line so that I can see the Supply Company's projected inventory, gross requirements, and scheduled receipts broken down by location before committing to a delivery date.
As a Sales Company administrator, I want to enable Send Item Tracking Purchase on a partner so that lot and serial numbers entered on the purchase order are forwarded to the Supply Company's sales order, ensuring tracking continuity across the intercompany transaction.
As a Sales Company administrator, I want to enable Allow Outbound Order Changes on a partner so that sales company users can modify quantities and delivery dates on purchase orders that have already been sent to the Supply Company.
As a Sales Company administrator, I want to enable Allow Inbound Order Changes on a partner so that the Supply Company is permitted to adjust quantities on the corresponding sales order and have those changes reflected back in the Sales Company.
As a Sales Company administrator, I want to enable Edit Variant on a partner so that the Supply Company can change the variant code on inbound sales order lines to substitute an equivalent variant when the requested one is unavailable.
As a Sales Company administrator, I want to enable Edit Quantity on a partner so that the Supply Company can adjust order line quantities on their inbound sales order and propagate those changes back to the Sales Company.
As a Sales Company administrator, I want to configure an Outgoing Custom Field mapping (fields 1–10) on a partner so that a specific header or line field from the purchase order is included in the intercompany document sent to the Supply Company.
As a Sales Company administrator, I want to configure Incoming Custom Field mappings so that a value sent back by the Supply Company on a specific custom field number is written to the correct field on the purchase order or its associated sales document in the Sales Company.
As a Sales Company administrator, I want to use custom field numbers 11–50 by enabling the Extended Custom Fields feature in IC Setup, so that I can map more than ten fields per direction and document type using a JSON-based payload.
As a Sales Company administrator, I want to configure the Dimension Mapping on the IC Partner so that intercompany transactions carry the correct dimension values as they cross company boundaries.
As a Sales Company administrator, I want to take a partner off the Blocked flag so that the IC Partner is active and outbound purchase documents can be transmitted.

Field Reference

IC Partner Card — Sales Company-relevant fields

Caption	Description
Auto Release Outbound Purch	When enabled, purchase orders linked to released sales orders are automatically released and sent to the Supply Company.
IC Inventory Check	Enables remote inventory queries against the Supply Company from sales order lines. Requires partner locations to be configured.
Send Item Tracking Purchase	When enabled, lot and serial number assignments on the purchase order are transmitted to the Supply Company's corresponding sales order.
Allow Outbound Order Changes	Permits the Sales Company to modify order lines (quantities, dates) on purchase orders that have already been transmitted to the Supply Company.
Allow Inbound Order Changes	Permits the Supply Company to update quantities on the inbound sales order and propagate those changes back to the Sales Company.
Edit Variant	Permits the Supply Company to change the variant code on inbound sales order lines.
Edit Quantity	Permits the Supply Company to change quantities on inbound sales order lines.
Auto import inbox	Controls how incoming transactions from the Supply Company are processed: No Handling, Handle with Job Queue, or Handle with Web Service.
Post Purch. Receipt	When enabled, shipment notifications received from the Supply Company automatically post a purchase receipt in the Sales Company.
Transfer P/I Line Description	Transfers the description from the purchase invoice line to the intercompany journal line and to the G/L entry in the partner company.
IC Discount %	A percentage discount applied between the two companies. Takes effect when the Supply Company's IC Unit Price is set to Accept prices from IC customer.
IC Discount Type	Specifies whether sales or purchase prices are forwarded to the Supply Company's sales order.
Web Service Name	The name of the web service endpoint used to communicate with the Supply Company. Populated automatically by the connection wizard; can be overridden.
Web Service Instance Key	Encrypted reference to the Supply Company's web service instance. Stored in Isolated Storage; set by the connection wizard.
Web Service Tenant Key	Encrypted reference to the Supply Company's web service tenant. Stored in Isolated Storage; set by the connection wizard.

IC Partner Locations

Caption	Description
IC Partner Code	The code of the IC Partner this location entry belongs to.
Location Code	The Supply Company location code to include in inventory check queries. Must correspond to a valid Location in the current company's location table reference.
Name	The name of the location, calculated from the Location table. Read-only.

IC Partner Custom Fields

Caption	Description
Direction	Whether this mapping applies to Outgoing (Sales Company → Supply Company) or Incoming (Supply Company → Sales Company) document transfer.
Document Type	The document type this mapping applies to (Order or Return Order).
Record Type	The source or target record: Sales Header, Sales Line, Purchase Header, or Purchase Line. Incoming mappings are restricted to Sales documents.
Custom Field No.	A shared numeric key (1–10 standard; 11–50 with Extended Custom Fields enabled) that must match the corresponding mapping in the partner company.
Field No.	The field number in the source or target table that holds the value to transfer.
Field Caption	Calculated caption of the mapped field. Read-only.
Validate	When enabled on an Incoming mapping, the field's validation code is executed when the value is written to the target record. Has no effect on Outgoing mappings.