How to trace an ICPO from the Purchasing Company to the Selling Company and back again, and scenarios where the ICPO transactions did not process as they should.

The following examples of 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.

• The ICPO but has not been accepted and processed in the Selling Company.

• 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

Line > Related Sales Orders > Retrieve

Open

Open With > Sales Order Tracker
Sales Order 4782

Releases > Jobs > Retrieve

Open

Open With > Job Tracker
Job 004782-1-1

Job Details > Materials > Purchase Orders > Retrieve

Open With > Purchase Order Tracker
Purchase Order 180231

Summary > Linked
Inter-Company Sales Order 147400

In the Selling Company > Sales Order Tracker > bring up the Linked ICSO
CC5 Sales Order 147400

Releases > Jobs > Retrieve

Open With > Job Tracker > Shipments > Retrieve
Job 14700-1-1

Open With > Customer Shipment Tracker > Lines > List > locate the Job
Pack 7830 Job 147400-1-1

In the Purchasing Company > Receipt Tracker > Search and select the Packing Slip
Packing Slip 7830

Review the PO Receipt
Purchase Order 180231

Here is an example where the transaction has processed from the Purchasing Company, to the Selling Company, but has not been accepted and processed in the Selling Company.

In the Purchasing Company, the Quote has a Sales Order.

The Sales Order has a Job.

 The Job has a Purchase Order for the Selling Company. 

The Purchase Order is not linked to an Inter-Company Sales Order.
Go to the Selling Company and check the status of the ICPO.

In the Selling Company, launch Incoming ICPO Suggestions.  Enter the PO Number and tab out.
The Purchase Order is ready to be accepted and processed to create the Sales Order for the Purchasing Company. 

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.

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.