Intercompany transfers
A transfer of value from a selling company to a buying company under an intercompany agreement.
- API name:
accountingintercompanytransfers - Domain: Accounting
- Modules: Finances
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Name | label | Text | ||
| Transfer number | uid | Text | The number is a human-readable, unique identifier for the record. | |
| Day | date | Date | Yes | Calendar date for this value. |
| User | userId | User | ||
| Intercompany agreement | accountingintercompanyagreementId | Reference | Yes | |
| Inventory site (buyer) | siteIdPartner | Reference | Yes | |
| Seller exchange rate | fxrate | Decimal | Yes | Exchange rate for the seller company functional currency. |
| Buyer exchange rate | fxratePartner | Decimal | Yes | Exchange rate for the buyer company functional currency. |
| Transfer total | amountTransfer | Currency | Yes | Monetary amount in the applicable currency for this record. |
| Cost total | amountCost | Currency | Yes | Monetary amount in the applicable currency for this record. |
| Tags | tagIds | Tags | ||
| Description | description | Text Area | ||
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Processed by | processedBy | User | ||
| Processed at | processedAt | Date and Time | ||
| Canceled by | canceledBy | User | ||
| Canceled at | canceledAt | Date and Time | ||
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.
| Field | Points to | Kind |
|---|---|---|
User userId | Users | reference |
Intercompany agreement accountingintercompanyagreementId | Intercompany trading agreements | reference |
Inventory site (buyer) siteIdPartner | Sites | reference |
Tags tagIds | Tags | reference |
Actions
What you can do with a record. Every action also sends the webhook event accountingintercompanytransfers.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add an new intercompany transfer. | App · WebMCP · API · MCP · CLI |
| Edit | update | Save changes to this intercompany transfer. | App · WebMCP · API · MCP · CLI |
| Process | process | Post this intercompany transfer. You cannot undo it. | App · WebMCP · API · MCP · CLI |
| Cancel | cancel | Reverse the posted effect of this intercompany transfer. | App · WebMCP · API · MCP · CLI |
| Block | block | Stop edits and deletion of this intercompany transfer. It stays visible and can still appear on existing documents. Unblock to edit again. | App · WebMCP · API · MCP · CLI |
| Unblock | unblock | Allow edits and deletion of this intercompany transfer again. | App · WebMCP · API · MCP · CLI |
| Archive | archive | Retire this intercompany transfer from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it. | App · WebMCP · API · MCP · CLI |
| Restore | unarchive | Return this intercompany transfer to active lists and actions. | App · WebMCP · API · MCP · CLI |
| Delete | delete | Delete this intercompany transfer and the data that belongs with it. This cannot be undone. | App · WebMCP · API · MCP · CLI |
States
How a record moves from state to state. Archive and block can happen in any state.