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Submit each document in the selling company, then create its mirror in the buying company. Switch a setting off to see what stops it.
The setup that makes it work
Company · selling
Kochi Foods Pvt Ltd
Sales Order
Customer: Kochi Foods Retail
Delivery Note
Customer: Kochi Foods Retail
Sales Invoice
Customer: Kochi Foods Retail
Company · buying
Kochi Foods Retail Pvt Ltd
Purchase Order appears here
Purchase Receipt appears here
Purchase Invoice appears here
Items
One item list. Each company keeps its own defaults: warehouse, income and expense accounts, cost centres.
Customers & suppliers
One list. Default receivable and payable accounts are set per company.
Price lists
Shared. Any company can sell from the same price list.
Fiscal years
Shared, unless you limit one to certain companies.
Chart of accounts
Each company has its own accounts and its own books.
Warehouses
Every warehouse belongs to one company.
Cost centres
Every cost centre belongs to one company.
Each company still closes its own books. Consolidated Financial Statement and Consolidated Trial Balance reports put them side by side.
Yes. Each company has its own chart of accounts, warehouses and cost centres, while items, customers, suppliers and price lists are shared.
Mark the buying company’s customer as an Internal Customer that represents it, and the selling company’s supplier as an Internal Supplier. Then a Sales Order, Delivery Note or Sales Invoice offers to create the matching Purchase Order, Purchase Receipt or Purchase Invoice in the other company, linked to it.
An internal customer lists the companies it may deal with in “Allowed To Transact With”. Add the selling company there.
Yes. The Consolidated Financial Statement and Consolidated Trial Balance reports show the companies side by side.
We set up group companies in one ERPNext, with inter-company buying and selling and consolidated reports. Talk to a consultant.
or write to info@acube.co
Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011