The steps below shows the high-level process for intercompany sales and purchase transaction.
Steps-by-step guide:
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1,Create a Purchase Order by Company A - Create a new Purchase Order from the Purchase
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order line
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2, Send Purchase Order to Intercompany - Select Actions, Functions, Send Intercompany Purchase Order
- if "Auto send Transaction" option is not activated, will go to Intercompany Outbox Transactions
- To send the PO to intercompany, select the line then click Functions, Send to IC Partner action.
- NOTE: If "Auto send Transaction option" is activated, then go to Handled Intercompany Outbox Transaction for review the outbox transaction if needs.
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3,To Create Sales Order for the intercompany document by Company B- If "Auto Accept Intercompany Transaction" is not activated - Go to Intercompany Inbox Transactions to preview all intercompany transaction and process.
- User can preview the order by click on the [Details] action button. Select the line then click Accept.
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4, Post Shipment & Invoice for the Intercompany document - When sales invoice has been posted from sales order, Intercompany Outbox Transactions for the sales invoice to be generate, send the sales invoice document to IC partner
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5, Post Purchase Receipt & Invoice by Company A- Open the purchaes order then enter Qty. To receive
*Qty. to Receive to be defatult the remaining qty. Change the Qty if for partial receipt. - Select Positing, Post…action
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