Direct creation of Firm Marketing Documents in Intercompany Solution

Direct creation of Firm Marketing Documents in Intercompany Solution

If the user has selected the Direct creation of Firm Marketing Document in the intercompany General settings.

The application will create a firm document instead of a draft.

      To open the General settings , In SAP Business One Main Menu, choose Administration --> Setup --> Intercompany --> General Settings.

Note

o   The user can select the specific document(s) which he wants to replicate as a “Firm document” by clicking on the (browse) button.

o   Once the user selects the “Direct Creation of Firm Document” checkbox then only the browse button gets enabled otherwise it gets remain disabled.

o   If the user selects at least one checkbox in the document list, the “Direct Creation of Firm Document” checkbox gets selected.

o   In case, if the solution is upgraded and the checkbox “Direct Creation of Firm Document” is checked then by default all the documents in the list get checked.

The firm document can only be created, if the sender company document total matches with receiver company document total.

The tax code selection in the document is mandatory for the receiver company. User can use the tax code determination to set up the same.

·         Direct creation of firm marketing document is available on the following cycles:

o  Purchase Order to Sales Order

o  Delivery to Goods Receipt PO

                        o  A/R Down Payment Invoice to A/P Down Payment Invoice

o  A/R Invoice to A/P Invoice

o  A/R Reserve Invoice to A/P Reserve Invoice

o  Goods Return to Return

                        o  A/P Credit Memo to A/R Credit Memo

o  A/R Credit Memo to A/P Credit Memo

                        o A/R Debit Memo to A/P Debit Memo

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