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Transfer pricing for inter-branch and/or inter-company

Many companies have branches or subsidiaries that buy and sell from one another. Customers want ability to create an AP bill or SO invoice where the 'customer/vendor' is another branch. When released, the transaction should automatically create the corresponding entry in the other branch (AP bill creates SO invoice, SO invoice creates AP bill). 

Example: Company has wholesale and retail divisions. Wholesale purchases in bulk and inventories items. Retail branch/company enters AP bill or purchase order when ordering from wholesale division. 

Example 2: Company has subsidiaries (created for tax purposes) where one purchases and manages inventory while the other distributes the inventory. The purchasing company adds value that is reflected in a markup that needs to be passed to the other branches. The markup can be different for different products.

  • Douglas Johnson
  • Oct 31 2016
  • Shortlisted
  • Attach files
  • Douglas Johnson commented
    10 Aug 13:51

    Update: we are breaking this feature into several parts.

    • Providing services to related companies (2020 R2)

    • Re-invoicing expenses to related companies (planned for early 2021)

    • Selling goods to related companies (planned for early 2021)

    • Selling goods from a related company warehouse

    • Transferring goods with a profit margin

    Focus Group:

    On Wed, Aug 26 @ 12pm EDT we would like your feedback regarding requirements for re-invoicing and selling goods to related companies. Learn more and apply here: https://webinar.ringcentral.com/webinar/register/WN_qMl1oU97S-uBb4vA0j5nAA

  • Glenn Anstead commented
    25 Jun 16:54

    Doug - we are working on a large F&B manufacturing opportunity that needs transfer pricing between entities...they need a fixed % of profit on all inter-branch sales / transactions between companies.

    In the past, they've processed all inter-branch transactions at cost and at M/E did a JE to allocate the profit. They'd like to automate the process...

  • Guest commented
    16 Jun 18:03

    Needs to be able to handle any sales/VAT tax issues particularly when the trading companies are in diferent tax locales; e.g. Canada mfg selling to US subsidiary.

  • Douglas Johnson commented
    27 Apr 18:47

    Feedback requested:

    Acumatica is looking for clients who would benefit from buying/selling between companies/branches in the SAME TENANT. Please contact djohnson@ to discuss use cases and influence the upcoming development item.

  • Kimberly Wise commented
    October 30, 2019 17:02

    Registered - thanks, Doug. Could this possibly be used to facilitate Due/To Due/From automation across tenants, as Sammy is suggesting?

  • Douglas Johnson commented
    October 04, 2019 13:39

    Join us on November 20 @ 8:30am PT / 11:30am ET for a Focus Group to discuss plans to implement Cross Company Sales in Acumatica. Learn about our plans and provide input to the development process. Open to customers and partners in good standing. Learn more and register at:  https://webinar.ringcentral.com/webinar/register/WN_U66Mcea8QFOWicHMELvk9g 

  • Matthew Tepper commented
    December 20, 2018 00:32

    I'm a current Acumatica customer whose operations would significantly benefit from this functionality 

  • Sammy Hui commented
    August 16, 2018 17:14

    Currently have a client in Canada also that would benefit from this. Mother Company (CAD) pays the bills for several other offices (USD, EURO, RMB).

  • Angelo Pickard commented
    June 01, 2018 21:01

    We constantly face this requirement. In Europe and according to EU vat regulation this is a requirement when trading between intercompanies. Currently we have 2 opportunities, asking for this requirement, one of which is considering this requirement as one of the main differentiators. 

  • Tim Hanson commented
    October 19, 2017 13:39

    I currently have two customers and a prospect looking for this functionality. Acumatica can be a differentiator with inter-company/branch functionality.  This is an integral piece of a multi-branch accounting. 

  • Greg Dow commented
    September 22, 2017 14:36

    I may need to walk away from an opportunity because this is critical to their distribution of goods between companies/countries.

  • Douglas Johnson commented
    November 14, 2016 19:39

    Ran into another opportunity that requires PO/SO transfer pricing between companies/branches.

    1. Branch/Company A creates PO to purchase goods from another branch/company (vendor on PO).

    2. Acumatica automatically creates a Sales Order in Branch/Company B (with Branch/Company A as customer) when PO changes to open status.

    Reasons:

    a. Need transfer pricing

    b. Need physical documents for audit (see: http://ww2.cfo.com/tax/2016/10/smb-cfos-care-transfer-pricing/)