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Intercompanyinvoicing/User Manual

(Inter-company - User Manual)
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#*Sales transaction - check the checkbox
#*Sales transaction - check the checkbox
#*Document Category - Sales Order
#*Document Category - Sales Order
 +
#*Table - c_order
#*Inter-company - yes
#*Inter-company - yes
[[Image:Inter-companySO.png]]
[[Image:Inter-companySO.png]]
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#*Print text - Inter-company Purchase Order
#*Print text - Inter-company Purchase Order
#*G/L Category - Standard
#*G/L Category - Standard
-
#*Sales transaction - check the checkbox
 
#*Document Category - Purchase Order
#*Document Category - Purchase Order
 +
#*Table - c_order
 +
#*Inter-company - yes
[[Image:Inter-companyPO.png]]
[[Image:Inter-companyPO.png]]
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#Navigate to Financial Management -> Accounting -> Setup -> Document Type ->  Inter-company Relations
#Navigate to Financial Management -> Accounting -> Setup -> Document Type ->  Inter-company Relations
#Click Grid view
#Click Grid view
-
#Select Document Definition 'Inter-company Sales Order' and click Inter-company Relations tab
+
#Select Document Definition 'Inter-company Sales Order'
#Click new and then
#Click new and then
#*Select Inter-company Sales Order in Document Type combo box
#*Select Inter-company Sales Order in Document Type combo box

Revision as of 12:38, 5 August 2009

Contents

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.

Business Partners mapping

Mapping vendor MC Givers to organization B
Mapping customer The Simpsons Ltd to 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

Inter-companySO.png

  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

Inter-companyPO.png

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.

Inter-companyRelation.png

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