Configuring an IC Partner (Supply Company)

As a Supply Company administrator, I want to connect the IC Partner Card to the Sales Company's Business Central environment using the IC Partner Web Service Setup wizard, so that IC documents can be exchanged over web services in real time without relying on manual inbox file transfers.

The wizard walks through four steps: a welcome screen, an authentication setup screen where both the partner's connection details and the Entra app credentials are entered, a test connection step, and a finish step. Completing the wizard saves all connection credentials securely using isolated storage — no plain-text passwords are stored on the record.

As a Supply Company administrator, I want to run "Test Connection" from the IC Partner Card action menu or from within the connection setup wizard, so that I can confirm that OAuth 2.0 authentication is configured correctly and the Supply Company can reach the Sales Company's environment before any live IC documents are processed.

The test calls the Sales Company's web service using the saved credentials. A success message confirms that the connection is working. The test can be run at any time, not just during initial setup.

As a Supply Company administrator, I want to update an existing web service connection without running the full four-step wizard, so that I can efficiently correct or rotate individual connection values such as the Client Secret or Connection URL after the initial setup.

Choosing "Modify External Setup" from the IC Partner menu opens the Intercompany External Setup dialog. This dialog displays the current Connection URL, Web Service Instance, Web Service Tenant, Company ID, Client ID, Client Secret, Token Endpoint, and Redirect URL all on one screen. Changing a field saves the new value immediately. A "Click here to test the connection" link inside the dialog lets the administrator verify the updated credentials without leaving the page.

As a Supply Company administrator, I want inbound IC sales orders to be released automatically when they are accepted from the inbox, so that no user has to manually release each order before warehouse picking, shipping, and posting processes can start.

When "Auto Release Inbound Sales" is enabled, the app runs the Release Sales Document codeunit immediately after the sales order is created or updated from the IC inbox document. Release only happens if the order is considered ready — it must have at least one non-blank item or G/L account line with a non-zero quantity, and if ATP or CTP date calculation is configured, the availability check must confirm that all lines can be fulfilled.

As a Supply Company administrator, I want a shipment IC outbox transaction to be created automatically every time a sales shipment is posted for this IC partner, so that the Sales Company receives the shipment notification immediately and can post the corresponding purchase receipt without manual steps.

When "Auto create shipments" is enabled in the Outbox group, posting a sales shipment triggers the creation of an IC outbox sales document transaction. The transaction contains the shipment lines with item references, quantities, variant codes, and line-level cross-references back to the Sales Company's purchase order and sales order numbers, giving the Sales Company everything it needs to match the receipt.

As a Supply Company administrator, I want an invoice IC outbox transaction to be created automatically every time a sales invoice is posted for this IC partner, so that the Sales Company's purchase invoice is created and ready for matching against the receipt without anyone in the Supply Company having to trigger it manually.

When "Auto create invoices" is enabled in the Outbox group, posting a sales invoice (whether from an order or as a standalone invoice) triggers the standard IC outbox invoice transaction and additionally sends any document-level attachments (including digital voucher PDFs if configured) to the Sales Company's environment.

As a Supply Company administrator, I want a credit memo IC outbox transaction to be created automatically every time a sales credit memo is posted for this IC partner, so that the Sales Company's purchase credit memo is kept in sync with the Supply Company's posted document without any manual export steps.

When "Auto create cr.memos" is enabled in the Outbox group, posting a sales credit memo triggers both the IC outbox credit memo transaction and the transfer of any attachments to the Sales Company. The corresponding field in the Inbox group controls whether an incoming IC credit memo document (sent from the Sales Company) is auto-accepted on the Supply Company side.

As a Supply Company administrator, I want to control whether accepted IC sales orders are posted automatically and to what extent, so that I can choose the right level of automation for my fulfilment process.

The Post Sales Order field offers three options:

• (blank) — no automatic posting; the sales order is created (and optionally released) but posting is left to the warehouse or finance team.
• Ship — the sales order is automatically posted as shipped immediately after creation or update from the IC inbox. A sales shipment is created and posted. The invoice is not posted automatically.
• Ship and Invoice — the sales order is automatically posted as shipped and invoiced in a single step. Both a sales shipment and a sales invoice are created and posted. This option is logged as a feature usage event for telemetry purposes.

Automatic posting only runs when the order is considered ready for release (correct availability and non-empty lines).

As a Supply Company administrator, I want inbound IC sales orders to be priced using the Supply Company's standard sales price list, so that intercompany sales use exactly the same pricing rules as any other customer of the Supply Company and no special IC pricing agreement needs to be maintained separately.

When IC Unit Price is set to "Use normal sales prices", no price override is applied when the sales order is created from the IC inbox. The standard BC price calculation resolves the unit price based on the customer, item, quantity, and date — the same way it would for any manually entered sales order.

As a Supply Company administrator, I want to accept the unit price that the Sales Company sends in the IC document and apply it directly to the sales order lines in the Supply Company, so that the Sales Company controls the transfer price and the Supply Company's sales order reflects exactly the agreed amount.

When IC Unit Price is set to "Accept prices from IC customer", the app calculates the unit price from the "Amount Including VAT" field on the IC inbox sales line. It reverses the VAT percentage to arrive at the net price, accounts for any line discount amount, and divides by quantity. This makes the Supply Company's sales price equal to the price the Sales Company put on its purchase order. Any subsequent order updates from the Sales Company also overwrite the price using the same calculation.

As a Supply Company administrator, I want inbound IC sales orders to be priced at the item's unit cost with no margin, so that goods are transferred between group companies at cost for internal consolidation, eliminating intercompany profit from the group's consolidated accounts.

When IC Unit Price is set to "Zero Profit", the supply-side sales order line unit price is set equal to the item's unit cost. The practical effect is that the Supply Company records zero gross margin on the intercompany sale, which simplifies group consolidation by removing intercompany profit from inventory balances.

As a Supply Company administrator, I want to understand how the IC Discount % and IC Discount Type fields (configured on the Sales Company side) affect the supply-side purchase order that the Sales Company sends, so that I can verify the pricing that arrives on IC documents.

IC Discount % and IC Discount Type are set on the Sales Company's view of the IC Partner Card. They control what is sent from the Sales Company to the Supply Company in the IC purchase order:

• IC Discount Type = Sale Price — the Sales Company sends its own sale price to the Supply Company as the direct unit cost on the purchase line, and applies the IC Discount % as a line discount percentage on top. This requires "Accept prices from IC customer" to be set in the Supply Company for the price to be accepted.
• IC Discount Type = Purchase Price — the Sales Company sends the standard purchase price and applies the IC Discount % as a line discount on the purchase line.

Both options take effect only when IC Discount % is greater than zero.

As a Supply Company administrator, I want to enable the Supply Company to push updated IC prices back to the Sales Company's purchase orders, so that if the Supply Company changes its price list the Sales Company's open purchase orders are updated automatically without anyone on the sales side having to re-enter prices.

When "Allow Remote Synchronization of IC Prices" is enabled on the IC Partner Card in the Supply Company, the app is permitted to synchronize IC prices from the Supply Company ("Inventory Company" in the code) to the Sales Company's IC purchase order. This field works in conjunction with the corresponding setting on the Sales Company side.

As a Supply Company administrator, I want ship-to codes and their full address details to be automatically created or updated on my customer record when an IC sales order is accepted from the inbox, so that the correct delivery address is set on every supply-side sales order without any manual data entry.

When the Sales Company creates a purchase order with a ship-to code, that code and the full address (name, name 2, address, address 2, post code, city, county, country/region code, contact, phone, fax, email) are included in the IC inbox document. When the Supply Company accepts the transaction, the app looks up whether a ship-to address with that code already exists on the customer record. If not, it inserts a new record; if it exists, it updates all address fields with the latest values from the IC document. The sales order's ship-to code is then set to the code from the IC document so the delivery address on the order is always current.

As a Supply Company administrator, I want a PDF digital voucher to be generated and attached to each posted IC sales invoice and credit memo, so that there is always a document-level PDF attached to every intercompany posting for audit and compliance purposes.

When "Generate Digital Voucher" is enabled on the IC Partner Card, the app calls BC's standard Digital Voucher generation logic after posting an IC sales invoice or credit memo. A confirmation message is shown when enabling the field to make the user aware that every subsequent IC posting will generate an attachment. The field has no effect unless BC's standard Digital Voucher Setup is active in the Supply Company.

As a Supply Company administrator, I want the app to calculate a realistic promised delivery date when a new IC sales order is created from the inbox, so that the date sent back to the Sales Company in the order confirmation reflects actual stock or production availability rather than the date the Sales Company requested.

The "Inbound Sales Order Dates" field controls the date calculation method:

• (blank) — no date recalculation; the requested delivery date from the Sales Company is used as-is.
• Available to Promise (ATP) — BC's availability-to-promise calculation is run on order creation and after each order update. If all lines can be shipped by or before the requested date, the order is considered ready for release; if not, the earliest shipment and planned delivery dates are adjusted to the first date when stock is available.
• Capable to Promise (CTP) — BC's capable-to-promise calculation is run, factoring in production capacity in addition to inventory. This requires that production planning is configured in the Supply Company.

Both ATP and CTP are also run on order updates (when the Sales Company changes the order). The result determines whether "Auto Release Inbound Sales" fires and whether "Post Sales Order" posting proceeds.

As a Supply Company administrator, I want to control how the IC inbox is processed for this partner, so that I can choose between manual handling, scheduled background processing, and real-time processing depending on the volume and urgency of IC transactions.

The "Auto import inbox" field on the IC Partner Card has three options:

• No Handling — incoming IC transactions are placed in the inbox and wait for a user to open the IC Inbox Transactions page and manually accept or reject them.
• Handle with Job Queue — when a transaction arrives, the app schedules a job queue entry (category SCBIC) to process it. If a worker entry is already ready or in process, the existing entry is used or its start time is moved forward; otherwise a new non-recurring entry is created. This provides near-real-time processing without requiring a permanently running background session.
• Handle with Web Service — transactions are processed in real time as the Sales Company pushes them through the web service call. This delivers the lowest latency but requires that the web service endpoint is always available.

As a Supply Company administrator, I want to connect the IC Partner Card to the Sales Company's Business Central environment using the IC Partner Web Service Setup wizard, so that IC documents can be exchanged over web services in real time without relying on manual inbox file transfers.

The wizard walks through four steps: a welcome screen, an authentication setup screen where both the partner's connection details and the Entra app credentials are entered, a test connection step, and a finish step. Completing the wizard saves all connection credentials securely using isolated storage — no plain-text passwords are stored on the record.

As a Supply Company administrator, I want to run "Test Connection" from the IC Partner Card action menu or from within the connection setup wizard, so that I can confirm that OAuth 2.0 authentication is configured correctly and the Supply Company can reach the Sales Company's environment before any live IC documents are processed.

The test calls the Sales Company's web service using the saved credentials. A success message confirms that the connection is working. The test can be run at any time, not just during initial setup.

As a Supply Company administrator, I want to update an existing web service connection without running the full four-step wizard, so that I can efficiently correct or rotate individual connection values such as the Client Secret or Connection URL after the initial setup.

Choosing "Modify External Setup" from the IC Partner menu opens the Intercompany External Setup dialog. This dialog displays the current Connection URL, Web Service Instance, Web Service Tenant, Company ID, Client ID, Client Secret, Token Endpoint, and Redirect URL all on one screen. Changing a field saves the new value immediately. A "Click here to test the connection" link inside the dialog lets the administrator verify the updated credentials without leaving the page.

As a Supply Company administrator, I want inbound IC sales orders to be released automatically when they are accepted from the inbox, so that no user has to manually release each order before warehouse picking, shipping, and posting processes can start.

When "Auto Release Inbound Sales" is enabled, the app runs the Release Sales Document codeunit immediately after the sales order is created or updated from the IC inbox document. Release only happens if the order is considered ready — it must have at least one non-blank item or G/L account line with a non-zero quantity, and if ATP or CTP date calculation is configured, the availability check must confirm that all lines can be fulfilled.

As a Supply Company administrator, I want a shipment IC outbox transaction to be created automatically every time a sales shipment is posted for this IC partner, so that the Sales Company receives the shipment notification immediately and can post the corresponding purchase receipt without manual steps.

When "Auto create shipments" is enabled in the Outbox group, posting a sales shipment triggers the creation of an IC outbox sales document transaction. The transaction contains the shipment lines with item references, quantities, variant codes, and line-level cross-references back to the Sales Company's purchase order and sales order numbers, giving the Sales Company everything it needs to match the receipt.

As a Supply Company administrator, I want an invoice IC outbox transaction to be created automatically every time a sales invoice is posted for this IC partner, so that the Sales Company's purchase invoice is created and ready for matching against the receipt without anyone in the Supply Company having to trigger it manually.

When "Auto create invoices" is enabled in the Outbox group, posting a sales invoice (whether from an order or as a standalone invoice) triggers the standard IC outbox invoice transaction and additionally sends any document-level attachments (including digital voucher PDFs if configured) to the Sales Company's environment.

As a Supply Company administrator, I want a credit memo IC outbox transaction to be created automatically every time a sales credit memo is posted for this IC partner, so that the Sales Company's purchase credit memo is kept in sync with the Supply Company's posted document without any manual export steps.

When "Auto create cr.memos" is enabled in the Outbox group, posting a sales credit memo triggers both the IC outbox credit memo transaction and the transfer of any attachments to the Sales Company. The corresponding field in the Inbox group controls whether an incoming IC credit memo document (sent from the Sales Company) is auto-accepted on the Supply Company side.

As a Supply Company administrator, I want to control whether accepted IC sales orders are posted automatically and to what extent, so that I can choose the right level of automation for my fulfilment process.

The Post Sales Order field offers three options:

• (blank) — no automatic posting; the sales order is created (and optionally released) but posting is left to the warehouse or finance team.
• Ship — the sales order is automatically posted as shipped immediately after creation or update from the IC inbox. A sales shipment is created and posted. The invoice is not posted automatically.
• Ship and Invoice — the sales order is automatically posted as shipped and invoiced in a single step. Both a sales shipment and a sales invoice are created and posted. This option is logged as a feature usage event for telemetry purposes.

Automatic posting only runs when the order is considered ready for release (correct availability and non-empty lines).

As a Supply Company administrator, I want inbound IC sales orders to be priced using the Supply Company's standard sales price list, so that intercompany sales use exactly the same pricing rules as any other customer of the Supply Company and no special IC pricing agreement needs to be maintained separately.

When IC Unit Price is set to "Use normal sales prices", no price override is applied when the sales order is created from the IC inbox. The standard BC price calculation resolves the unit price based on the customer, item, quantity, and date — the same way it would for any manually entered sales order.

As a Supply Company administrator, I want to accept the unit price that the Sales Company sends in the IC document and apply it directly to the sales order lines in the Supply Company, so that the Sales Company controls the transfer price and the Supply Company's sales order reflects exactly the agreed amount.

When IC Unit Price is set to "Accept prices from IC customer", the app calculates the unit price from the "Amount Including VAT" field on the IC inbox sales line. It reverses the VAT percentage to arrive at the net price, accounts for any line discount amount, and divides by quantity. This makes the Supply Company's sales price equal to the price the Sales Company put on its purchase order. Any subsequent order updates from the Sales Company also overwrite the price using the same calculation.

As a Supply Company administrator, I want inbound IC sales orders to be priced at the item's unit cost with no margin, so that goods are transferred between group companies at cost for internal consolidation, eliminating intercompany profit from the group's consolidated accounts.

When IC Unit Price is set to "Zero Profit", the supply-side sales order line unit price is set equal to the item's unit cost. The practical effect is that the Supply Company records zero gross margin on the intercompany sale, which simplifies group consolidation by removing intercompany profit from inventory balances.

As a Supply Company administrator, I want to understand how the IC Discount % and IC Discount Type fields (configured on the Sales Company side) affect the supply-side purchase order that the Sales Company sends, so that I can verify the pricing that arrives on IC documents.

IC Discount % and IC Discount Type are set on the Sales Company's view of the IC Partner Card. They control what is sent from the Sales Company to the Supply Company in the IC purchase order:

• IC Discount Type = Sale Price — the Sales Company sends its own sale price to the Supply Company as the direct unit cost on the purchase line, and applies the IC Discount % as a line discount percentage on top. This requires "Accept prices from IC customer" to be set in the Supply Company for the price to be accepted.
• IC Discount Type = Purchase Price — the Sales Company sends the standard purchase price and applies the IC Discount % as a line discount on the purchase line.

Both options take effect only when IC Discount % is greater than zero.

As a Supply Company administrator, I want to enable the Supply Company to push updated IC prices back to the Sales Company's purchase orders, so that if the Supply Company changes its price list the Sales Company's open purchase orders are updated automatically without anyone on the sales side having to re-enter prices.

When "Allow Remote Synchronization of IC Prices" is enabled on the IC Partner Card in the Supply Company, the app is permitted to synchronize IC prices from the Supply Company ("Inventory Company" in the code) to the Sales Company's IC purchase order. This field works in conjunction with the corresponding setting on the Sales Company side.

As a Supply Company administrator, I want ship-to codes and their full address details to be automatically created or updated on my customer record when an IC sales order is accepted from the inbox, so that the correct delivery address is set on every supply-side sales order without any manual data entry.

When the Sales Company creates a purchase order with a ship-to code, that code and the full address (name, name 2, address, address 2, post code, city, county, country/region code, contact, phone, fax, email) are included in the IC inbox document. When the Supply Company accepts the transaction, the app looks up whether a ship-to address with that code already exists on the customer record. If not, it inserts a new record; if it exists, it updates all address fields with the latest values from the IC document. The sales order's ship-to code is then set to the code from the IC document so the delivery address on the order is always current.

As a Supply Company administrator, I want a PDF digital voucher to be generated and attached to each posted IC sales invoice and credit memo, so that there is always a document-level PDF attached to every intercompany posting for audit and compliance purposes.

When "Generate Digital Voucher" is enabled on the IC Partner Card, the app calls BC's standard Digital Voucher generation logic after posting an IC sales invoice or credit memo. A confirmation message is shown when enabling the field to make the user aware that every subsequent IC posting will generate an attachment. The field has no effect unless BC's standard Digital Voucher Setup is active in the Supply Company.

As a Supply Company administrator, I want the app to calculate a realistic promised delivery date when a new IC sales order is created from the inbox, so that the date sent back to the Sales Company in the order confirmation reflects actual stock or production availability rather than the date the Sales Company requested.

The "Inbound Sales Order Dates" field controls the date calculation method:

• (blank) — no date recalculation; the requested delivery date from the Sales Company is used as-is.
• Available to Promise (ATP) — BC's availability-to-promise calculation is run on order creation and after each order update. If all lines can be shipped by or before the requested date, the order is considered ready for release; if not, the earliest shipment and planned delivery dates are adjusted to the first date when stock is available.
• Capable to Promise (CTP) — BC's capable-to-promise calculation is run, factoring in production capacity in addition to inventory. This requires that production planning is configured in the Supply Company.

Both ATP and CTP are also run on order updates (when the Sales Company changes the order). The result determines whether "Auto Release Inbound Sales" fires and whether "Post Sales Order" posting proceeds.

As a Supply Company administrator, I want to control how the IC inbox is processed for this partner, so that I can choose between manual handling, scheduled background processing, and real-time processing depending on the volume and urgency of IC transactions.

The "Auto import inbox" field on the IC Partner Card has three options:

• No Handling — incoming IC transactions are placed in the inbox and wait for a user to open the IC Inbox Transactions page and manually accept or reject them.
• Handle with Job Queue — when a transaction arrives, the app schedules a job queue entry (category SCBIC) to process it. If a worker entry is already ready or in process, the existing entry is used or its start time is moved forward; otherwise a new non-recurring entry is created. This provides near-real-time processing without requiring a permanently running background session.
• Handle with Web Service — transactions are processed in real time as the Sales Company pushes them through the web service call. This delivers the lowest latency but requires that the web service endpoint is always available.