Target company setup

When you've completed setup in the source company, next step is to set up intercompany functionality in the target company (where related work orders will be automatically created based on work orders in the source company). Here, you define which setup from the source company should be changed to a similar value in the target company when you create intercompany work orders.

Five options for mapping values (value types) are available:

In the screenshot below > Setup FastTab > Value type field, you see a setup with all options used for mapping values.

In the screenshot below > Intercompany assets FastTab, assets From legal entity (source company) with asset type "Air Compressor" are mapped to assets in the current legal entity (target company).

  1. In D365FO, change company to the target company.
  2. Select Asset management > Setup > Work orders > Intercompany work orders.
  3. On the Setup FastTab, add the lines required to reflect different values used in the source company (From legal entity) and in the current legal entity.
    1. We recommend that you create at least one setup line for each value type, to prevent errors when you create intercompany work orders.
    2. Depending on your setup in the source company and target company, multiple lines for the same value type may be required.
  4. On the Intercompany assets FastTab, add one or more lines to map assets in the source company (From legal entity) to the assets in the current legal entity.
    1. The number of selections available in the From legal entity drop-down (source companies) depends on the number of companies for which you've created intercompany work order setup.
    2. Depending on how you want to divide assets from the source company into asset 'categories' in the target company, multiple lines for mapping assets from the same source company may be required. Assets can be mapped one-to-one (which would require many lines), or you can create assets in the target company for the purpose of grouping intercompany assets. Example: "Asset - laptop Dell", "Asset - laptop Lenovo", "Asset - printer", and "Asset - keyboard" if you maintain office equipment.
    3. The number of assets included in a setup line depends on how specific your setup is. Making selections in the From asset type, From manufacturer, From model, From asset fields on a line makes your setup more specific, meaning you decrease the number of assets included in that setup line.

Example of intercompany work orders setup in target company
Example of intercompany work orders setup in target company