To activate Intercompany for WiseFish the user needs to go through certain setup steps in each company involved in WiseFish Intercompany transactions.
WiseFish uses the Company Name as the Intercompany Partner Code.
To set up WiseFish Intercompany go to the search bar and search for WF IC Setup to open the setup page.
The WF IC Setup page opens up. To be able to use WF IC you need to setup for all involved companies:
WF IC Setup
Tenants
IC Partners
WF IC Setup
There are four tabs on the setup page; General, WF Warehouse IC, WF Item IC and IC Partners.
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Tip: Hover over the field name to get more information on the field. |
General
The General tab contains information on the partner company which is the current company the user has open (the company on the company information page). The user must also indicate their sending and receiving instructions in this particular section.
WF Warehouse IC
If the user would like to send IC messages to a warehouse company, they can activate warehouse functionalities under the WF Warehouse IC tab.
WF Item IC
If the user wants to activate Item Transfer between companies they must do so in the WF Item IC tab.
IC Partners
See chapter IC Partners here below.
Tenants
The user needs to connect to one or more tenants to be able to send IC messages to IC Partners through API calls. API calls enables you to send IC messages to IC Partners in different databases as well as those contained in the same database as your company.
MYND
To setup a Tenant you need to give the Tenant a Tenant Id and name and then provide the tenant's API Base URL along with Username and Password.
Then you use the Action “Update Companies” to retrieve the companies accessible through the tenant.
In the Companies list you can then delete companies that are not using WiseFish Intercompany if you want.
IC PartnersPlease contact WiseFish Support in order to set up the Tenants. The service desk is open Monday through Friday from 9:00 – 17:00 (GMT). Click here to go to our service portal and create a service request.
We can also be reached via phone number +354 545 3232 or through the email help@wise.is
IC Partners
Once the Tenant(s) has been connected the IC Partners can be set up. The IC Partner list is accessible on the WF IC Setup page and all the editing can be done from there. It is also possible to open the WF IC Partner card to edit each partner.
The IC Code is the Company Name of the IC Partner company which the user chooses from a drop down list from the field. When the IC Code is validated it fills out all necessary fields for the Tenant connection.
The user then needs to fill in which Customer and Vendor to associate with the IC Partner and whether the user wants the IC transactions to be processed automatically when they are created in the Inbox.
If the company uses Cross-Company reservations the user needs to fill in which Stock Center to use when sending purchase transactions.