> > > >

Use this form to set up the parameters that are involved in intercompany sales or purchase orders. This form resembles the form that is accessed when you set up parameters for Manage intercompany sales ordersor Manage intercompany purchase ordersrespectively.

Tasks that use this form

Navigating the form

The following links and tables provide descriptions for the controls in this form.

Tabs

Tab

Description

View the action that relates to the parameters you are setting, in this case, intercompany sales orders and intercompany purchase orders.

Set up and view the process and synchronization parameters for intercompany sales orders and intercompany purchase orders.

Buttons

Button

Description

Click to open the form to set up information for handling the relevant document and converting internal and external codes.

Click to create the SalesOrderand PurchaseRequisitionactions if they do not already exist. When you have created these actions, you can select either of them in the field. These actions are required to set up your intercompany relationships, and you must create them once for each company that you want to set up.

Fields – Sales order

Field

Description

Select this field to set up the parameters for the relevant documents. In this case, the documents are the intercompany sales order and the intercompany purchase order.

Decide whether you want the numbering method for intercompany sales orders to be different from the order numbering on original sales orders.

The options are as follows: , , or . If you select Number sequence and no number sequence code has been set up, the number is allocated from the number sequence for sales orders in the Accounts receivable setup parameters.

Select the code for the number sequence that you want to use for sequential sales order numbering for intercompany sales orders. This field only applies if you select the option in the field.

Copy the summary update parameters from the external customer on the original sales order to intercompany sales orders.

Select this field to post and print picking lists automatically for intercompany sales orders.

Select this field to set the unit price on intercompany sales order lines to equal the cost price that is posted on inventory transactions when the intercompany sales order invoice is updated.

If, by selecting , the financial inventory is negative, select this field to initiate the posting to the original sales order. This posting works only if you have also selected the field in the form (purchase orders).

Specify the payment journal that you want to post intercompany customer payments to.

Select this field to automatically post accounts receivable payments to the intercompany payment journal that you have specified.

Select this field to synchronize customer information from the intercompany sales order to the intercompany purchase order when the intercompany sales order is created or when a change is made to the customer reference or customer requisition.

Select this field to synchronize the Return Materials Authorization (RMA) number from the intercompany sales order to the intercompany purchase order when the RMA number is created or when it is changed.

Select this field to perform a price and discount search when an intercompany sales order line is created automatically. Also, you must select this check box to have multiline and total discounts calculated automatically when an intercompany order is created from another intercompany order. When an intercompany sales order line is created manually, a price and discount search is always performed for the line, regardless of the parameter settings.

The price fields (including the miscellaneous charges) are always synchronized between the intercompany purchase order and the intercompany sales order. Select this field if you want to manually change the price on the intercompany sales order. This means that a change to the intercompany sales order determines the price on the intercompany purchase order.

The discount fields (line and total discount) are always synchronized between the intercompany purchase order and the intercompany sales order. Select this field if you want to manually change the discount on the intercompany sales order. This means that a change to the intercompany sales order determines the discount on the intercompany purchase order.

Select this field to synchronize batch numbers from the intercompany sales order to the intercompany purchase order.

Select this field to synchronize serial numbers from the intercompany sales order to the intercompany purchase order.

Fields – Purchase order

Field

Description

Select to set up the parameters for the relevant documents, in this case the intercompany purchase order and the original sales order.

Select to print the original sales order packing slip automatically after it has been automatically posted. This action is possible only if you have also selected the field on the original sales order.

Select to print the intercompany purchase order packing slip automatically after it has been automatically posted. This action is possible only if you have also selected the field on the original sales order.

Select to post the original sales order invoice automatically after the intercompany purchase or intercompany sales order invoice has been posted. This action is possible only if you have also selected the field on the original sales order.

Select to post the intercompany purchase order invoice automatically after the intercompany sales order invoice has been posted. This action is possible only if you have also selected the field on the original sales order.

Select to print the original sales order invoice automatically after the invoice has been posted. This action is possible only if you have also selected the field.

Select to print the intercompany purchase order invoice automatically after the invoice has been posted. This action is possible only if you have also selected the field.

Select the type of allocation method that you want to apply to the intercompany purchase order for this action policy when automatically allocating miscellaneous charges. The options are as follows: Net amount, Quantity, or Per line. This action is possible only if you have also selected the field on the original sales order.

Select to synchronize customer information between the original sales order and the intercompany purchase order when the original sales order is created or when a change is made to the customer/vendor reference or customer requisition.

Select to synchronize customer information from the intercompany purchase order to the intercompany sales order when the sales order is created or when a change is made to the customer/vendor reference or customer requisition.

Select to synchronize the Return Materials Authorization (RMA) number between the original sales order and the intercompany purchase order when the RMA number is created or when it is changed.

Select to synchronize the RMA number from the intercompany purchase order to the intercompany sales order when the RMA number is created or when it is changed.

Select to perform a price and discount search when an intercompany purchase order line is created automatically from an intercompany sales order line. This field is disabled if the field is enabled for synchronization between the original sales order and the intercompany purchase order. If neither field is enabled and the intercompany purchase order line is created from an original sales order line, a price and discount search is performed for the intercompany purchase order line. When an intercompany purchase order line is created manually, a price and discount search is performed for the line, regardless of the parameter settings.

The price fields (including the miscellaneous charges) are always synchronized between the intercompany purchase order and the intercompany sales order. To change the price on the intercompany purchase order manually, select this field. A change to the intercompany purchase order determines the price on the intercompany sales order.

The discount fields (line and total discount) are always synchronized between the intercompany purchase order and the intercompany sales order. To change the discount on the intercompany purchase order manually, select this field. A change to the intercompany purchase order determines the discount on the intercompany sales order.

Select to synchronize the price and discount fields between the original sales order and the intercompany purchase order.

Select to synchronize batch numbers from the intercompany purchase order to the intercompany sales order when the intercompany purchase order has a negative quantity (return).

Select to synchronize serial numbers from the intercompany purchase order to the intercompany sales order when the intercompany purchase order has a negative quantity (return).

See Also