How to trace an ICPO from the Purchasing Company to the Selling Company and back again. Before reporting an issue with ICPO transactions, please walk through these steps to verify there really is a problem, and scenarios where the ICPO transactions did not process as they should.
The following examples of ICPOs ICPO processing are in this topic.·
The transactions have processed completely from the Purchasing Company, to the Selling Company, and back to the Purchasing Company.
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The ICPO but has not been accepted and processed in the Selling Company.
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The Purchase Order in the Purchasing Company needs to be approved.
The Quote exists in the CCO and in CC5. The CCO Quote has its Sales Order, and Job. But the CCO Job does not have an ICPO.
Here is an example where the transaction has processed completely from the Purchasing Company, to the Selling Company, and back to the Purchasing Company.
These steps walk through ICPO transactions that processed as they should.
In the Purchasing Company, bring up the Quote in Opportunity/Quote Tracker
Quote 146236158
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In this example, the Purchase Order in the Purchasing Company needs to be approved. Ask the Buyer to approve the PO and it will be sent to the Selling Company for processing.
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When the Quote exists in the CCO and in CC5, the CCO Quote has its Sales Order and Job, but does not have an ICPO.
Create a PO in the CCO Company.
Create a Job Material PO Line for each space being purchased from CC5.
Approve the PO. Inter-Company processing will create the Incoming ICPO Suggestion in CC5.
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