Multi-Co Purchases

• An example of when this would be used is a Multi-academy Trust (Legal Entity A) which has multiple Academies (Legal Entity A & Legal Entity B). Imagine a Lift Maintenance Supplier has serviced the lifts at many of the Academies but only sends one invoice which relates to the work at the various Academies.

• Using the above example, the Supplier purchase invoice is entered against Legal Entity A and each line of the invoice identifies the work at another Academy (Legal Entity B).

• If the Interco attribute is on the posting line (optional) and the following setup is complete, Multi-Co Purchase manual journals will be automatically created upon posting of the Purchase Invoice.

  

Setup

1. Create a new automation using the Multi-Co Purchase automation type
2. Enter a description

• By default, this will be the automation type description.
  • You only need to change this if you are going to have multiple automations of this type.

3. Select the document type(s) for which you would wish to process automations

• Purchase Invoices, Cash Purchases and Expenses can all be used to create Multi-Co Purchases.

4. Select the Multi-Co Purchase document type as the to doc type and default
5. Review the defaulted criteria and amend as necessary

• You may not need to make any changes to this unless e.g. you only want this type of automations to work from date X.

Tip

• See Multi-Co Purchase setup for more setup requirements.