Why is my interco invoice not producing the opposite transaction?

If your intercompany invoices are not automatically generating the corresponding transaction (e.g., sale to purchase or vice versa), there are a few key areas to check to ensure the automation is correctly configured.

1. Check the Automation Setup

• In the top-left search bar, type “Automations”.
• Then search for “Interco”.
• Look for:
  • Intercompany Sale to Purchase
  • Intercompany Purchase to Sale
• If they don’t exist, you’ll need to create them from scratch.

Make sure:

• The trigger is set to Automatic upon posting.
• The criteria have a blank or backdated “Date From”.
• The Submit option is ticked.

2. Check Account Defaults

• Search for “Account Defaults”.
• Go to the Control section.
• Ensure the following are mapped:
  • Control Intercompany Creditors
  • Control Intercompany Debtors
• These mappings are essential for journal posting.

3. Check Document Types

• Search for “Document Type”.
• Unlock the view to see all document types.
• Search for:
  • Intercompany Sale
  • Intercompany Purchase
• For each:
  • Ensure they are unlocked.
  • Double-click to open and check that a Series is assigned.
  • The Series Date should be backdated or at least earlier than the invoice date.

Once these areas are correctly configured, your intercompany invoices should automatically generate the corresponding transaction.