Marking Corporate Events

CONTENTS

• On the voucher
• In the sales ledger
• In the purchase ledger

For transactions between group companies to appear in the group transaction elimination view for elimination, the transactions must have a group transaction mark and a group target company. 

On the voucher

Existing voucher
Open the desired voucher. The last column of the rows is the Group transaction column. To mark rows as group transactions, the voucher must be opened for editing. This can be done by pressing the "Voucher-specific actions" button followed by the "Open for editing" button.

The group transaction marking is activated only when the group target company is selected from the top, i.e., which other company in the same group this voucher relates to. With the help of target companies, voucher rows to be eliminated in group transaction elimination can be displayed in company pairs. To see the group company selection and be able to mark transactions as group transactions, one must have rights to all group companies, including the elimination company. 

At the end of the voucher row, there is a group transaction selection. This allows you to choose which voucher rows are group transactions.

After defining the transactions, remember to save the voucher. It is recommended to add a description of the changes made in the comment field.

New voucher 

When creating a new voucher, you can directly select the group target company and mark the desired rows as group transactions. Otherwise, marking the voucher rows goes as described above.

In the sales ledger

For a group transaction voucher to automatically become a group transaction, each company belonging to the group must be established as a customer in the sales ledger, meaning different companies must be found in each other's customer registers. On the basic information tab of the customer card, there is a new field: Group company. Select the correct group company from the list. This setting is used in automating group elimination transactions.

By default, voucher rows assigned to accounts in account groups 176, 190-199, and 292 are not marked as group transactions. On sales invoice payment and purchase invoice payment vouchers, transactions directed to accounts belonging to the cash and bank receivables group do not become group transactions.

In the purchase ledger

Establish each group company as a supplier in each group company, meaning different companies must be found in each other's supplier registers. In the supplier card, there is a new field: Group company. Select the correct group company from the list. This setting is used in automating group elimination transactions.

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