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  • 1.  IC Transactions (Purchase Order to Sales Order)

    GOLD CONTRIBUTOR
    Posted Sep 20, 2021 05:12 PM
    Details
    Version: US Dynamics NAV 13.3 LINKFRESH 365 Business Central (7.10)
    Companies: Distribution Center/Sales Operations (Location: USA), Destination: Farming Operation (Location: Mexico) Target

    Overview:
    I am trying to perform the following:
    From the DC I want to use the Special Order functionality so I can take multiple SO and using Requisition Worksheets I will create multiple POs per vendor then I will go to each PO and I will send it to the Outbox using "Send  Intercompany Purchase Order". (Process will get automated). Outbox/Inbox transactions get processed then a new Sales Order gets created on the Farming Side (Target) the automated process will create a Released Prod. Order as well.
    At the end of the day I want to get OTIF (On Time In Full statistics)

    I have done the following setup
    Distribution Center (Source)
    • Intercompany Setup: IC-DC, Auto. Send Transactions (On)
    • Intercompany Partners: IC-Farming, Currency Code: USD, Transfer Type: Database, Company Name: Farming, Auto. Accept Transactions (On), Customer No.: C00001
    • Vendor: Farming, IC Partner: IC-WFS

    Farming(Target)
    • Basically same better backward to get transactions.
    I am sending over a Purchase Order from the DC to the farming company. All transactions are working correctly on the inbox/outbox but I wonder if there is a way to reference back my Sales Order to the original Purchase Order at line level. I do have the original PO Number on the header but I really need details on the line.

    I have been looking for a way to reference back the lines using standard but it seems there is nothing. Does anyone have an idea if there is a way? I am looking for standard functionality without development.
    In case I have to develop something I was thinking about a new field IC-Source Doc. No and IC-Source Doc. Line No.

    Any ideas or experience on the functionality.









    ------------------------------
    Juan F Martinez
    Corporate IT Manager
    Wholesum Family Farms Inc.
    Nogales AZ
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  • 2.  RE: IC Transactions (Purchase Order to Sales Order)

    Posted Sep 21, 2021 07:51 AM
    Hi Juan,
    I just finished a modification for IC orders for one of our customers (I work for a VAR) for the same issues. Basically, they wanted Intercompany orders to pass the information on to the next document and be easily traceable back to the original Sales Order to the Customer. This will be a modification for you.  Some of the other things you may want to include are references to the Ext. Doc. No. on the original SO, Ship-to Address details, copy any attachments if you use them from one document to the next (SO --> IC PO --> IC SO) and anything else that makes sense to your company's processes.

    ------------------------------
    Crystal Tollison
    Innovia Consulting
    Onalaska WI
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  • 3.  RE: IC Transactions (Purchase Order to Sales Order)

    GOLD CONTRIBUTOR
    Posted Sep 21, 2021 08:47 PM
    Thank you Crystal. That is exactly what I was expecting.

    I will continue working on it to close the complete cycle.

    ------------------------------
    Juan F Martinez
    Corporate IT Manager
    Wholesum Family Farms Inc.
    Nogales AZ
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