Scenario 2: Interbranch Purchasing/Sales Transaction to an External Customer
Process Steps:
|
Step |
Action |
Document Creation |
Remarks |
|
1 |
Company C raises a Purchase Order on Company A |
External |
|
|
2 |
Company A creates sales order (Drop Ship Type) against Purchase Order of Company C |
Manual |
Ensure that the sales order booked in Company A is created using a drop ship warehouse |
|
3 |
Company A creates a purchase order (raised on Company B) against the sales order created in Step 2 |
Manual |
In the Ship To BP field of the Intercompany tab of the Purchase Order, choose the Customer of Company C. |
|
4 |
A draft sales order is created in Company B |
Automatic |
|
|
5 |
User in Company B converts the draft document to a firm document |
Manual |
|
|
6 |
User in Company B creates a delivery document for Company C (from the sales order) |
Manual |
A draft delivery document is created from the sales order (for the Ship to BP) by choosing a Create Delivery button on the Sales Order window. |
|
7 |
Company B closes the delivery document for Company C (created in step 6) |
Automatic |
The delivery document is closed automatically, immediately after a user adds it to the system. |
|
8 |
Company B raises an A/R Invoice with reference to the sales order (added to the system in step 5) |
Manual |
|
|
9 |
Draft A/P invoice is created in Company A |
Automatic |
|
|
10 |
User in Company A converts the draft document to a firm document |
Manual |
|
|
11 |
Company C returns goods to Company B |
External |
For return of goods |
|
12 |
Company C notifies Company A regarding return of goods to Company B |
External |
|
|
13 |
Company B creates returns document against goods return from Company C |
Manual |
|
|
14 |
User in Company B closes the return document for Company C (created in step 13) |
Manual |
A user does this manually. |
|
15 |
Company A raises an A/P credit memo with reference to the A/P Invoice (added to the system in Step 10) to Company B |
Manual |
|
|
16 |
Draft A/R credit memo is created in Company B |
Automatic |
|
|
17 |
User in Company B converts the draft document to a firm document |
Manual |
|
Next Step: Scenario 3: Interbranch Purchasing/Sales Transaction from an External Vendor
Related Articles
Window Enhancements for Document Exchange in Intercompany Solution
New fields that are relevant to the Intercompany Integration Solution have been added to the following marketing document windows. The fields provide additional information regarding the document exchange in interbranch transactions. Note To assign a ...Scenario 1: Interbranch One-to-One Purchasing/Sales Transaction
Process Steps: Step Action Document Creation Remarks 1 Company A raises a purchase quotation on Company B. Manual 2 A draft sales quotation is created in Company B Automatic 3 A user in Company B convert the draft Sales Quotation to a firm document ...Scenario 3: Interbranch Purchasing/Sales Transaction from an External Vendor
Process Steps: Step Action Document Creation Remarks 1 Company A raises a purchase order on Company B Manual 2 Draft sales order created in Company B Automatic 3 User in Company B converts the draft document to a firm document Manual The user ...Intercompany Marketing Document Exchange in Intercompany Solution
The Intercompany Integration Solution automates the flow of marketing documents across branch companies for the following: Purchase Quotation to Sales Quotation Purchase Order to Sales Order A/R Down Payment Invoice to A/P Down Payment Invoice A/R ...Marketing Document Cancellation in Intercompany Solution
In SAP Business One, you can cancel most sales and purchasing documents that normally trigger postings. When you canceled such a document, a corresponding cancellation document is created to reverse the associated accounting, tax, and inventory ...