Inventory Control multi-entity guidelines

Some Sage Intacct applications work differently in a multi-entity shared company. It can be helpful to prepare for these differences to ensure you work efficiently in the application.

Inventory transactions

Learn more about Inventory transactions.

Top level

  • Transaction definitions created at the top level can be used at both the top level and entity level.
  • Transactions created at the top level must be converted, edited, and viewed at the top level.
  • Inventory Control transactions created at the entity level from a top level transaction definition can be converted, edited, and viewed at the top or entity level.
When using Supplies Inventory in a multi-entity company, you can view supplies transactions from all entities in the Supplies Workbench. However, you can only manage entity-specific transactions from the entity where they originated. Learn about multi-entity transactions in the Supplies Workbench.

Entity level

  • Transactions created from an entity-private transaction definition must be converted, edited, and viewed at the entity level.
  • Transactions definitions created at the entity can only be used at the entity level.

Multi-base currency guidelines

Learn about multi-base currency guidelines.

For subscription information

Contact your Sage Intacct account representative.