Feature ETP-4687: Expand Intercompany docs with client feedback - #700
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Clarify that Bulk Completion is the only action that generates the inverse document for both invoices and orders (standard Complete/Book never apply the intercompany logic), document target Business Partner and price list validations, and add a Troubleshooting checklist. Move images out of assets/drive into a dedicated intercompany assets folder and add the correct Bulk Completion ES translation to the KB.
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Pull request overview
This PR expands the Intercompany documentation (EN/ES) to reflect client feedback, clarifying that inverse documents are generated only via Bulk Completion, detailing validation rules, adding a troubleshooting checklist, and relocating screenshots into a dedicated assets/.../financial-extensions/intercompany/ folder. It also updates the ES terminology KB with the official translation for “Bulk Completion”.
Changes:
- Clarifies Intercompany processing flow: inverse docs are generated only through Bulk Completion, not standard Complete/Book actions.
- Expands configuration/validation guidance (Business Partner setup, price list checks, tax recalculation, discounts/promotions).
- Adds a troubleshooting checklist and moves/syncs screenshot assets; adds ES terminology entry for “Bulk Completion”.
Reviewed changes
Copilot reviewed 3 out of 10 changed files in this pull request and generated 2 comments.
| File | Description |
|---|---|
| overrides/assets/anais_translation_kb.json | Adds official ES terminology entry for “Bulk Completion” → “Completado Masivo”. |
| docs/user-guide/etendo-classic/optional-features/bundles/financial-extensions/intercompany.md | Updates EN Intercompany docs with Bulk Completion-only flow, validations, troubleshooting, and new asset paths. |
| docs/es/user-guide/etendo-classic/optional-features/bundles/financial-extensions/intercompany.md | Mirrors EN updates in ES (Completado Masivo flow, validations, troubleshooting) and updates asset paths. |
| docs/assets/user-guide/etendo-classic/optional-features/bundles/financial-extensions/intercompany/invoice-lines.png | Adds/moves screenshot into the new dedicated Intercompany assets directory. |
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Summary
assets/drive/into a dedicatedassets/.../financial-extensions/intercompany/folder, matching the convention used by other pages.Bulk Completion→Completado MasivoES translation to the terminology KB.Both EN and ES pages updated.
Test plan
mkdocs build --strictpasses (only pre-existing, unrelated RSS plugin warning remains)🤖 Generated with Claude Code