The steps below shows the high-level process for intercompany sales and purchase transaction.

Steps-by-step guide:

#Description

1, Create a Purchase Order by Company A 

  • Create a new Purchase Order from the Purchase Order List.

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.

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.
  • After clicking "Accept", a Purchase Order will be created. (If selected Auto-Accept, system will create aotumatically, but users need to set the Customer & Vendor in setup page, refer to Setup Intercompany)

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

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

*Post Receipt / Receipt & Invoice



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