Complete initial setup in both Companies including the following

• Configure External Company processing

• Create Customers, Suppliers, Terms, Purchasing Terms, Payment Methods, Price Lists

In this scenario Company TX140 is purchasing from Company ECOM

Company TX140

• Purchase Order Entry (200241)

  • New PO for Supplier ECOM

  • New Line for a Purchased Part (300.00005.00004.00)

    • defined in TX140 and in ECOM

    • has sufficient quantity in ECOM

    • enter Quantity and Unit Price

  • Approve the PO

Company ECOM

• Incoming Intercompany PO Suggestions

  • Enter your PO number and tab out

  • Review the transaction to ensure there are no errors due to missed configurations.

  • Select the Ready to Order checkbox then Save
    
    

    Open

    

• Actions menu > Process all Suggestions
  
  

  Open

  

• Order Entry. Review the Sales Order
  
  

• Customer Shipment Entry.

  • Create a New Pack and select the Intercompany Order

  • New > Line > Verify price and quantity

  • Shipped Complete on the Line and Header then Save

Company TX140

• Material Management > Shipping/Receiving > General Operations >
  Receipt Entry

  • Actions > Add IC Receipt > OK > Receive All > Process
    
    

    
    
    

Company ECOM

• AR Invoice Entry

  • Create a new Group

  • Actions > Get Shipment

  • Manual Selection > Select the IC Shipment > OK > Yes > OK

  • Set Ready to Calculate and Save

  • Actions > Group Edit List > Preview then verify the transaction

  • Post

Company TX140

• AP Invoice Entry

  • Create a New Group and a New Invoice

  • Process the IC trading receipt