Exercise - Process an intercompany direct delivery

  • 20 minutes

In DEMF, the customer Southridge Video DE-016 orders two pieces of item number 0001. Assume that you have no on-hand inventory available. Therefore, you must create an intercompany chain. To keep manual interaction to a minimum, this chain should be created automatically. The delivery date is as soon as possible, so you ask the vendor, USMF, to ship the items directly to the customer Southridge Video.

  1. In DEMF, open Procurement and sourcing > Vendors > All Vendors.
  2. Select Vendor account US-001 and then select Edit.
  3. Select the General tab and then select Intercompany.
  4. Select Purchase order policies.
  5. In the Original sales order (direct delivery) field group, perform the following setup.
  6. Clear the Print packing slip automatically parameter.
  7. Select the Post invoice automatically parameter.
  8. Clear the Print invoice automatically parameter.
  9. In the Intercompany purchase order (direct delivery) field group, clear the Print packing slip automatically parameter.
  10. Select the Post invoice automatically parameter.
  11. Clear the Print invoice automatically parameter.
  12. Select Save.
  13. Select Yes.
  14. Close the page.

Set parameters on the customer and create the intercompany chain

  1. In DEMF, open Sales and marketing > Customers > All Customers.
  2. Select Customer account DE-016 and then select Edit.
  3. Expand the Miscellaneous details FastTab and select the Create intercompany orders and the Direct delivery parameters.
  4. Select the Sell tab on the Action Pane and then select Sales order.
  5. In the lower part of the Sales order page, create a new sales order line for Item number 0001 and a quantity of two.
  6. Select Sales order on the Action Pane and select Direct delivery.
  7. Note that USMF, vendor US-001, is automatically selected.
  8. Select the Include check box.
  9. Select OK. You might receive a credit limit warning; ignore it.
  10. Expand the information bar and select the message details.
  11. Confirm that an intercompany sales order has been created.
  12. Confirm that a purchase order has been created.
  13. Select another sales order header and notice that a purchase order and an intercompany sales order direct delivery are created automatically.

Update the intercompany sales order packing slip

  1. Open the original sales order that was previously created, select the Manage tab, and then select Intercompany sales order.
  2. Select Pick and Pack on the Action Pane and then select Post packing slip.
  3. Select All in the Quantity field and then select OK.
  4. Select OK.
  5. Expand the Line details on the Action Pane.
  6. Verify that the delivery address is for Southridge Video, the original customer in DEMF.
  7. Note the intercompany sales order status is set to Delivered.
  8. Close the intercompany sales order. You are now back in the original sales order. Note the status of the order.
  9. Refresh the original sales order page.
  10. Note that the status of the order is Delivered.
  11. In Manage, on the Action Pane, select Purchase order.
  12. Note that the status of the order is Received.
  13. Expand the Line details in the Action Pane.
  14. Verify that the delivery address is for Southridge Video, the original customer in DEMF.