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 changes the warehouse on the document lines to a drop ship warehouse and marks the sales order as a drop ship type. |
|
4 |
Company B creates a purchase order (raised on Company C) against the sales order created in Step 3 |
Manual |
A draft purchase order should be created. This ensures that users can ratify all data before adding documents to the system. This is a manual intervention. |
|
5 |
User in Company B converts the draft document to a firm document |
Manual |
User in Company B converts the draft document to a firm document |
|
6 |
The purchase order is sent to Company C |
External |
The purchase order is sent to Company C |
|
7 |
Company C delivers the goods to Company A |
External |
Company C delivers the goods to Company A |
|
8 |
Company A creates a goods Receipt PO. |
Manual |
Company A creates a goods Receipt PO. |
|
9 |
A user in Company A closes the goods receipt PO (created in step 8) for Company C. |
Manual |
A user in Company A closes the goods receipt PO (created in step 8) for Company C. |
|
10 |
Company C notifies Company B regarding the delivery of goods to Company A. |
External |
Company C notifies Company B regarding the delivery of goods to Company A. |
|
11 |
Company B raises an A/R invoice with reference to the sales order (added to the system in step 3). |
Manual |
Company B raises an A/R invoice with reference to the sales order (added to the system in step 3). |
|
12 |
The system creates a draft A/P Invoice in Company A |
Automatic |
The system creates a draft A/P Invoice in Company A |
|
13 |
User in Company A converts the draft document to a firm document |
Manual |
User in Company A converts the draft document to a firm document |
|
14 |
Company A returns goods to Company C and thus creates a goods return document |
Manual |
|
|
15 |
User in Company A closes the return document for Company C (created in step 14) |
Manual |
|
|
16 |
Company C notifies Company B of goods return |
External |
|
|
17 |
Company A creates an A/P credit memo (against the A/P invoice added to the system in Step 13) to Company B |
Manual |
|
|
18 |
The system creates a draft A/R credit memo in Company B |
Automatic |
|
|
19 |
User in Company B converts the draft document to a firm document |
Manual |
|
Note
- In case a back-to-back purchase order is created based on a sales order (by selecting the Logistics Procurement Document checkbox), the purchase order is created as a draft document (the Create Draft Doc. checkbox on the Procurement Confirmation wizard window is selected and disabled by default).
- To view the Interbranch Draft documents, the user must open the Draft Documents window and choose the B1i user from the User dropdown field.
Next Step: Document Total Comparison Engine in Intercompany Solution
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