Inter-Entity Transactions & Trade

Facilitates transacting between entities in Sage 300

Why has Inter-Entity become one of our most popular products?

  • Keeps entities in balance at all times
  • Offsetting loan account entries generated automatically
  • Mirrored entries generated automatically
  • Tight control over transactions spanning multiple entities
  • Streamlines processing, eliminating duplicate data entry
  • Accountancy staff report they are saving days of effort each month
  • Increases the accuracy of your financial data
  • Developed in the Sage 300 SDK, providing the familiar Sage 300 look and feel

Inter-Entity Transactions & Trade can be used independently, or bundled together

Inter-Entity Transactions
Single Database

Keep entities in balance at all times, with offsetting entries automatically generated in each entity based on highly configurable rules

  • Entities are defined by one or more segment values in the GL chart of accounts
  • Offsetting loan account / balancing GL entries between entities, in a single Sage 300 database
  • Upgrade to the Multi-Database edition for entities across Sage 300 databases
  • Triggering of additional GL, AR and AP transactions within an entity

Learn more →

Inter-Entity Transactions
Multi Database

Includes all Inter-Entity Transactions (Single Database) features, plus:

  • Cash Management
  • Offsetting loan account / balancing GL entries between entities, across multiple Sage 300 databases
  • Bank Transfers across databases
  • Receipts allocated to Customer invoices in other databases
  • Payments allocated to Vendor Invoices in other databases
  • Consolidated AR and AP trial balances across databases
  • Loan account balance enquiries across databases

Learn more →

Inter-Entity Trade

Creates reciprocal documents in Sage 300 when related entities trade products or services with each other

  • Mirrored buy and sell transactions across entities for AR/AP and OE/PO
  • Mirrored receipt and payment transactions across entities for AR and AP
  • Create Purchase Orders from Sales Orders within an entity
  • Inter-Entity Trade operates within one and/or across multiple Sage 300 databases

Learn more →

Inter-Entity Transactions & Trade working together

Support a wide range of inter-company scenarios by combining Inter-Entity Transactions and Trade

Many companies use both:

  • Inter-Entity Transactions (generally multi-database) - to create offsetting entries to balance the GL within entities, and;
  • Inter-Entity Trade - to create reciprocal documents when related entities trade products and services with each other.

If you need both areas of functionality, contact your Sage 300 business partner and consider the Inter-Entity bundle.

Testimonials

Just sold another Inter-Entity Trade. Thank you for making cool products!

ABRIE PRETORIUS, ADINGA ICT SOLUTIONS, CAPE TOWN, SOUTH AFRICA

I must congratulate the Orchid team on what is quite an amazing module. The various Inter-Entity Trade scenarios have been very well thought through.

GIRIDHAR MURTHY, AFFORDABLE BUSINESS SOLUTIONS, BANGALORE, INDIA

As much as we believed that Inter-Entity would solve the issues experienced, it was only once implemented that the true advantages were known.

ABRIE PRETORIUS, AFFINIAN ICT SOLUTIONS, CAPE TOWN, SOUTH AFRICA

Orchid Inter-Entity eliminated over 90% of the issues we had when manually processing inter-company transactions.

SHELLDON CHIN SEE, BUSINESS ANALYST, YELLO MEDIA GROUP, JAMAICA

There is no way we could manage the continued growth of our organisation without Orchid's Inter-Entity module.

SHELLDON CHIN SEE, BUSINESS ANALYST, YELLO MEDIA GROUP, JAMAICA

Learn More

Inter-Entity Transactions Brochure
Inter-Entity Transactions Brochure
Inter-Entity Trade Brochure
Inter-Entity Trade Brochure
Inter-Entity Transactions - Overview

Robert Lavery gives a brief overview of Orchid's Inter-Entity Transactions add-on module for Sage 300. 

Manage allocations and transfers between related entities. Keep loan accounts in balance, with offsetting due to & from entries automatically generated based on rules you define.
Spotlight on Inter-Entity Transactions - Webinar

Our September 2023 webinar shined the spotlight on Inter-Entity Transactions for Sage 300. We demonstrated various scenarios showing it in action, provided setup tips, and answered common support questions.
Inter-Entity Trade - Overview

Robert Lavery gives a brief overview of Orchid's Inter-Entity Trade add-on module for Sage 300.

Automate transaction flows when related entities trade goods or services. Initiate a transaction in one entity, and reciprocal documents are automatically generated in the other.
Spotlight on Inter-Entity Trade (OE/PO) - Webinar

Our October 2023 webinar shined the spotlight on Inter-Entity Trade for Sage 300, with a main focus on its OE/PO functionality. We demonstrated various scenarios showing it in action, provided setup tips, and answered common support questions.
Dreaming Accountant
An Accountant’s Dream Come True
Robert Lavery fell in love with Orchid's Inter Entity Transactions module, and it's an affair that has stood the test of time. With his permission, we've dusted off an article he wrote in 2005, shortly after Inter Entity was launched.
 
Accounting Magic (managing multiple entities with ease) – Webinar

In this recording of our August 2021 webinar, we show how you can manage multiple entities with ease using Sage 300 together with our featured Orchid modules, Inter-Entity Transactions and Document Management Link.
Inter-Entity Transactions Infographic
How many entities do you manage?
The average Sage 300 site has 8 entities. Over 1000 of those sites are using Inter-Entity Transactions to help manage them.
 
Man facing chasm
Intercompany Accounting…the final frontier for automation?
Corporate structures are becoming ever more complex, and the volume and complexity of intercompany transactions are growing commensurately. Intercompany reconciliation is a growing challenge, and has been called “the last bastion of manual processes”, but help is at hand.