Intercompanyinvoicing/User Manual

Revision as of 12:38, 5 August 2009

Inter-company - User Manual

Overview

The inter-company enables us to create purchase/sales invoice/order automatically when we create a purchase/sales invoice/order of document type 'intercompany'.

For example, if you create a new Sales Order for a business partner 'The Simpsons Ltd' which is associated to an organization 'A' in the organization 'B' specifying 'MC Givers' as its business partner , the system will generate a new Purchase Order for the business partner 'MC Givers' in the organization 'A'.

Configuration

This part involves configuring the specific document types as being inter-company documents. The following items need to be configured.

• Mapping business partners to organization.
• Creating an inter company document type.
• By creating document type relation for the inter company document type.

Business Partners mapping

Mapping vendor MC Givers to organization B

• Go to General Setup -> Enterprise -> Organization -> Organization
• Click Grid view
• Select Organization B and click information tab
• General Setup -> Enterprise -> Organization -> Organization -> Information
• Then select the Business partner: MC givers and save (now the business partner MC Givers is mapped to the organization B)

Mapping customer The Simpsons Ltd to organization A

• Go to General Setup -> Enterprise -> Organization -> Organization
• Click Grid view
• Select Organization A and click information tab
• General Setup -> Enterprise -> Organization -> Organization -> Information
• Then select the Business partner The simpsons Ltd and save (now the business partner The simpsons ltd is mapped to the organization A)

Inter company Document definition mapped to an Matching inter company document definition

While creating the Inter company document definition we need to select the respective Matching inter company document definition. So that when we create a purchase/sales invoice/order using the above created Inter company document definition on completion of the purchase/sales invoice/order system will generate the inter company sales/purchase invoice/order.

Creating new document types

1. Login as the 'client' administration user
2. Navigate to Financial Management -> Accounting -> Setup -> Document Type -> Document Definition.
3. Create a new entry in this tab with the below details for sales order
   • Name - Inter-company Sales Order
   • Print text - Inter-company Sales Order
   • G/L Category - Standard
   • Sales transaction - check the checkbox
   • Document Category - Sales Order
   • Table - c_order
   • Inter-company - yes

1. Create a another new entry in this tab with the below details for purchase order.
   • Name - Inter-company Purchase Order
   • Print text - Inter-company Purchase Order
   • G/L Category - Standard
   • Document Category - Purchase Order
   • Table - c_order
   • Inter-company - yes

Mapping document types

The next step will be to define the matching document type for a document type in the application. To do this

1. Navigate to Financial Management -> Accounting -> Setup -> Document Type -> Inter-company Relations
2. Click Grid view
3. Select Document Definition 'Inter-company Sales Order'
4. Click new and then
   • Select Inter-company Sales Order in Document Type combo box
   • Select Org B in Source organization combo box
   • Select Org A in Target organization combo box
   • Select Inter-company Purchase Order in Target Document type combo box.
   • Select Acive check box.
   • Click save.

Creating a purchase order on completion of an inter-company sales order

• Go to Sales management->Transactions->Sales order -> Header
• Click New select Transaction Document: Inter-company Sales Order
• Select the business partner - The Simpsons Ltd
• Organization - B
• Enter lines data
• Save
• Move to Header tab and complete the order

The system will generate a purchase invoice in Organization 'A', 'Mc givers' as its business partner and its transaction document type as 'Inter-company Purchase Order' .

( Go to Procurement Management -> Transactions -> Purchase Order -> Header to see the generated purchase order)