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Enterprise Suite - Intercompany

Release note - May 2026

Section titled “Release note - May 2026”

Enterprise Suite - Intercompany for Business Central Cloud

  • Released version: 1.5.6.0

Changes in this release

Section titled “Changes in this release”

[Feature] Comprehensive API Framework

Section titled “[Feature] Comprehensive API Framework”

A complete set of API endpoints has been introduced to enable seamless intercompany communication and data exchange between Business Central companies and tenants.

What has been done:

  • Added 25 API pages covering Purchase Order management, Sales Order operations, and warehouse shipment handling
  • Implemented IC PO Management API XTE codeunit for centralized API business logic
  • Added API status tracking with IC PO API Status XTE enum
  • Created buffer tables for efficient data transfer: IC Incoming Doc Buffer XTE, IC PO Add Lines Buffer XTE, IC SO Add Lines Buffer XTE, IC SO Update Lines Buffer XTE, and IC Whse SO Delete Buffer XTE
  • Implemented specialized APIs for line operations, date updates, price updates, status synchronization, and address management
  • Added shipment receive API for tracking goods receipt across companies

Usability notes:

  • Companies can now communicate automatically through standardized REST APIs without manual data entry
  • The API framework supports real-time synchronization of order changes, ensuring both companies always have current information
  • Buffer tables improve performance by staging data before processing, reducing the risk of errors during high-volume operations
  • API status tracking provides visibility into communication success or failures, making troubleshooting easier
  • The modular API design allows selective implementation based on specific business needs

[Feature] Automated Purchase Order Sending

Section titled “[Feature] Automated Purchase Order Sending”

A sophisticated purchase order sending system has been implemented to automatically create and transmit purchase orders to partner companies based on sales order requirements.

What has been done:

  • Added IC PO Sender XTE codeunit for orchestrating the PO sending process
  • Implemented IC PO Buffer Processor XTE and IC PO Buffer Mgt XTE codeunits for efficient order processing
  • Created IC PO Send Queue XTE table and page for tracking outbound purchase orders
  • Added IC PO Queue Manager XTE codeunit for queue management and retry logic
  • Implemented IC PO Queue Status XTE enum for tracking processing status (Pending, Processing, Sent, Failed, etc.)
  • Created buffer tables for PO entities: IC PO Entity Buffer XTE, IC PO Line Entity Buffer XTE, and IC PO Comment Buffer XTE
  • Added IC PO Release Subs XTE codeunit to trigger PO sending when sales orders are released
  • Implemented Release IC PO On SO Rel XTE codeunit for automatic PO release upon SO release
  • Added IC PO Shipment Receive API XTE page for tracking shipment and receipt status
  • Created IC Doc Queue Manager XTE, IC Doc Send Processor XTE, and IC Document Sender XTE codeunits for general document sending infrastructure
  • Added IC Doc Send Queue XTE table and page with IC Doc Queue Status XTE enum for document-level queue management

Usability notes:

  • Purchase orders are now automatically created in the warehouse company when sales orders are released in the sales company, eliminating manual order entry
  • The queue system ensures reliable delivery even if the partner company is temporarily unavailable, with automatic retry capabilities
  • Users can monitor the status of sent purchase orders through the PO Send Queue page, providing full visibility into the order flow
  • Failed transmissions are clearly identified and can be retried manually or automatically based on configuration
  • The buffer-based approach ensures data integrity by validating and staging orders before transmission
  • Comments and special instructions are automatically transferred along with order lines, maintaining complete order context

[Feature] Item Tracking Integration

Section titled “[Feature] Item Tracking Integration”

Full item tracking support has been added to synchronize serial numbers and lot numbers between linked intercompany orders.

What has been done:

  • Added IC Item Tracking Buffer XTE table for staging item tracking information
  • Implemented IC Item Tracking Processor XTE codeunit for processing tracking data
  • Created IC Item Tracking Sync XTE codeunit for synchronizing tracking between orders
  • Added IC Item Tracking Validation XTE codeunit for validating tracking information
  • Implemented IC Item Tracking Event Subs XTE codeunit for event-driven tracking updates

Usability notes:

  • Serial numbers and lot numbers are now automatically synchronized between sales and purchase orders across companies
  • This ensures complete traceability of tracked items throughout the intercompany supply chain
  • Validation prevents mismatches in tracking information, reducing errors in inventory management
  • The system supports both serial number tracking (one-to-one) and lot number tracking (many-to-one)
  • Item tracking synchronization happens automatically when orders are processed, requiring no manual intervention

[Feature] Linked Orders Management

Section titled “[Feature] Linked Orders Management”

A comprehensive order linking system has been introduced to maintain relationships between sales orders, purchase orders, and warehouse shipments across companies.

What has been done:

  • Added IC Linked Order XTE table for storing order relationships
  • Implemented IC Link Manager XTE codeunit for managing order links
  • Created IC Linked Orders XTE page for viewing all linked orders
  • Added IC Linked Order Card XTE page for detailed link information
  • Implemented IC Link Details FactBox XTE for quick reference on order pages
  • Added IC Link Lookup XTE page for searching and selecting linked orders
  • Created event subscribers for link lifecycle management: IC SO Delete Cascade XTE, IC SO Header Delete Sub XTE, IC SO Line Delete Sub XTE, and IC Whse SO Delete Guard XTE

Usability notes:

  • Users can now easily navigate between related orders across companies using the link factbox on order pages
  • The linked orders page provides a complete overview of all intercompany order relationships
  • When a sales order is deleted, the system can automatically handle related purchase orders based on configuration
  • The link tracking ensures full traceability from customer order to warehouse fulfillment
  • Search functionality makes it easy to find related orders even in high-volume environments

[Feature] Advanced Mapping Engine

Section titled “[Feature] Advanced Mapping Engine”

A powerful mapping system has been implemented to translate master data (items, customers, vendors, dimensions, variants) between different companies.

What has been done:

  • Added IC Mapping XTE table for storing item, customer, and vendor mappings
  • Created IC Mapping Variants XTE table for item variant mappings
  • Added IC Mapping Dimensions XTE table for dimension value mappings
  • Implemented IC Mapping Engine XTE codeunit for translation logic
  • Created IC Mapping List XTE and IC Mapping Card XTE pages for managing mappings
  • Added IC Mapping Variants Subpage XTE for variant-specific mappings
  • Implemented bulk import/export capabilities for efficient mapping setup

Usability notes:

  • Companies can now use different item numbers, customer numbers, and vendor numbers while still exchanging orders seamlessly
  • The mapping engine automatically translates codes during order transmission, eliminating the need for synchronized master data
  • Variant mappings support complex scenarios where the same product has different variant codes in different companies
  • Dimension mappings ensure financial reporting dimensions are correctly translated across companies
  • Bulk import/export functionality allows rapid setup of mappings from Excel or other sources
  • The system validates mappings to prevent errors before orders are transmitted

[Feature] Real-Time Order Synchronization

Section titled “[Feature] Real-Time Order Synchronization”

Comprehensive order synchronization capabilities have been added to keep sales and purchase orders aligned across companies in real-time.

What has been done:

  • Implemented IC Order Sync Manager XTE codeunit for orchestrating synchronization
  • Added date synchronization with IC Date Sync Integration XTE codeunit
  • Created price synchronization with IC Price Sync XTE codeunit
  • Implemented delivery date synchronization with IC Req Delivery Date Sync XTE codeunit
  • Added ship-to address synchronization with IC Ship To Address Sync XTE codeunit
  • Created status synchronization with multiple codeunits: IC Status Sync XTE, IC Status Sync PO to SO XTE, IC Status Cascade Logic XTE, IC Status Release Event XTE
  • Implemented line-level synchronization with IC Sales Line Update XTE and IC PO Line Delete XTE codeunits
  • Added shipment/receipt synchronization with IC PO Shipment Receive Sync XTE codeunit

Usability notes:

  • Changes made to sales orders are automatically reflected in linked purchase orders and vice versa
  • Delivery dates, prices, quantities, and addresses stay synchronized without manual updates
  • Order status changes (Released, Shipped, Invoiced) are automatically communicated between companies
  • Line deletions and additions are synchronized to prevent discrepancies
  • The synchronization respects business rules and only updates fields when appropriate based on order status
  • Users always see current information regardless of which company they’re working in

[Feature] Performance Monitoring and Optimization

Section titled “[Feature] Performance Monitoring and Optimization”

Performance monitoring capabilities have been added to track and optimize intercompany operations.

What has been done:

  • Added IC Performance Monitor XTE codeunit for tracking operation performance
  • Implemented IC Performance Log XTE table for storing performance metrics
  • Created IC Performance Dashboard XTE page for visualizing performance data
  • Added IC Performance Analyzer XTE codeunit for analyzing bottlenecks

Usability notes:

  • Administrators can monitor the performance of intercompany operations through a dedicated dashboard
  • Performance logs help identify slow operations and bottlenecks in the order flow
  • The system tracks API call duration, queue processing times, and synchronization performance
  • Performance data can be used to optimize configuration and identify issues before they impact users

[Feature] Advanced Pricing and Markup

Section titled “[Feature] Advanced Pricing and Markup”

Sophisticated pricing capabilities have been implemented to support markup calculations and price synchronization between companies.

What has been done:

  • Added IC Price Markup XTE table for storing markup rules
  • Implemented IC Markup XTE codeunit for calculating markups
  • Created IC Price Markup List XTE and IC Price Markup Card XTE pages for managing markup rules
  • Added price synchronization logic in IC Price Sync XTE codeunit

Usability notes:

  • Companies can define markup percentages or fixed amounts to apply when creating intercompany orders
  • Markup rules can be configured per partner, item group, or customer group
  • Prices are automatically calculated based on markup rules when purchase orders are created from sales orders
  • Price changes in the source order can be synchronized to linked orders based on configuration
  • This enables proper profit margin management in multi-company scenarios

[Feature] Enhanced Security and Authentication

Section titled “[Feature] Enhanced Security and Authentication”

Comprehensive security features have been added to ensure secure intercompany communication and proper access control.

What has been done:

  • Implemented IC Partner Auth Manager XTE codeunit for OAuth2 authentication
  • Added IC Token Cache Manager XTE codeunit for secure token management
  • Created IC Token Health Dashboard XTE page for monitoring authentication status
  • Implemented secure credential storage using Business Central isolated storage
  • Added IC Reopen Block On Rel Whse SO XTE codeunit to prevent unauthorized order modifications
  • Created comprehensive permission sets: IC_ADMIN XTE, IC_USER XTE, IC_VIEW XTE, and IC_AUDIT XTE

Usability notes:

  • All intercompany communication is secured using OAuth2 authentication with Microsoft Entra ID
  • Client secrets are encrypted and stored securely, never exposed in the user interface
  • Token caching improves performance while maintaining security through automatic refresh
  • The token health dashboard provides visibility into authentication status and helps troubleshoot connection issues
  • Role-based permission sets ensure users only have access to appropriate intercompany functions
  • Warehouse shipment orders linked to intercompany sales orders are protected from unauthorized reopening

[Feature] Dead Letter Queue for Error Handling

Section titled “[Feature] Dead Letter Queue for Error Handling”

A robust error handling system has been implemented to capture and manage failed intercompany operations.

What has been done:

  • Added IC Dead Letter Queue XTE table for storing failed operations
  • Implemented IC Dead Letter Queue Mgt XTE codeunit for queue management
  • Created IC Dead Letter Queue List XTE page for viewing failed operations
  • Added IC DLQ Card XTE page for detailed error information
  • Implemented IC DLQ Details FactBox XTE for quick error reference
  • Added IC DLQ Status XTE enum for tracking error resolution status

Usability notes:

  • Failed intercompany operations are automatically captured in the dead letter queue instead of being lost
  • Users can review error details, understand what went wrong, and take corrective action
  • Operations can be retried from the queue after fixing the underlying issue
  • The dead letter queue prevents data loss and ensures all orders are eventually processed
  • Error tracking provides valuable insights for troubleshooting and system improvement

[Feature] Inventory Availability Lookup

Section titled “[Feature] Inventory Availability Lookup”

Real-time inventory availability lookup has been added to check stock levels in partner companies before creating orders.

What has been done:

  • Implemented IC Inventory Lookup XTE codeunit for querying partner inventory
  • Added IC Availability Helper XTE codeunit for availability calculations
  • Created IC Avail Page Buffer XTE table for caching availability data
  • Implemented IC Avail Buffer API XTE page for API-based availability queries
  • Added IC Avail Buffer Cleanup XTE codeunit for cache management
  • Created IC Item Avail by Event XTE page for viewing availability by date
  • Extended Inventory Page Data XTE table extension for additional availability information

Usability notes:

  • Sales staff can check real-time inventory availability in warehouse companies before confirming customer orders
  • The availability lookup considers current stock, incoming orders, and outgoing commitments
  • Cached availability data improves performance while staying current through automatic refresh
  • The availability by event page shows projected inventory levels over time
  • This helps prevent overselling and improves customer service by providing accurate delivery promises

[Feature] Event-Driven Architecture

Section titled “[Feature] Event-Driven Architecture”

A comprehensive event framework has been implemented to enable customization and extension of intercompany functionality.

What has been done:

  • Implemented IC Event Publishers XTE codeunit with 7+ integration events
  • Added IC Event Sub Sample XTE codeunit with example event subscribers
  • Created IC Item Ledger Event Subs XTE codeunit for item ledger entry events
  • Added event-driven order lifecycle management

Usability notes:

  • Partners and customers can extend intercompany functionality without modifying the core app
  • Integration events allow custom logic to be injected at key points in the order flow
  • Sample event subscribers provide templates for common customization scenarios
  • The event framework supports complex business requirements unique to each organization
  • Events enable integration with third-party systems and custom extensions

[Feature] Utility Functions and Helpers

Section titled “[Feature] Utility Functions and Helpers”

A comprehensive set of utility functions has been added to support common intercompany operations.

What has been done:

  • Implemented IC Return Handler XTE codeunit for managing return orders
  • Added Run Check On Status XTE codeunit for status validation
  • Extended Item Ledger Entry IC Part XTE table extension for intercompany tracking
  • Added page extensions for seamless integration: Purchase Order IC XTE, Purchase Order Subform IC XTE, Sales Order IC Partner XTE, Sales Order Subform IC XTE, Item Ledger Entries IC XTE
  • Extended customer and vendor cards with IC partner information: Customer IC Partner XTE, Vendor IC Partner XTE

Usability notes:

  • Return order handling is now supported for intercompany scenarios
  • Status validation prevents invalid operations based on current order state
  • Item ledger entries track intercompany transactions for full traceability
  • Intercompany information is seamlessly integrated into standard Business Central pages
  • Users can access intercompany features directly from familiar order and master data pages

Upgrade Considerations

Section titled “Upgrade Considerations”
  • This is a major feature release with significant new functionality
  • Existing configurations from version 1.5.2.0 will be preserved during upgrade
  • New API endpoints require proper authentication setup in IC Partner Setup
  • Review and configure new permission sets (IC_ADMIN, IC_USER, IC_VIEW, IC_AUDIT) for users
  • Test the new automated PO sending functionality in a sandbox environment before production deployment
  • Configure mapping tables for items, customers, vendors, and dimensions to enable cross-company translation
  • Review and configure price markup rules if using intercompany pricing
  • The dead letter queue will capture any failed operations during initial setup, allowing for correction and retry
  • Performance monitoring is enabled by default; review the performance dashboard after go-live to identify optimization opportunities