Ax2012 Enus Ic 07

Chapter 7: Update and Synchronization of the Intercompany Chain
CHAPTER 7: UPDATE AND SYNCHRONIZATION OF

THE INTERCOMPANY CHAIN
Objectives
The objectives are:
• Update the Original sales order.

• Delete an Intercompany chain
• Deactivate products for Intercompany chains
• Synchronize information between Intercompany sales orders and
Intercompany purchase orders
• Use document handling in Intercompany chains
Introduction
Update and Synchronization of the Intercompany Chain explains how to modify
orders and update Intercompany chains. It also covers document handling.
In an Intercompany chain, information such as customer information and item

prices must be transferred. You can determine whether the customer, the vendor,
or both can change prices and discounts.
7-1
Microsoft Official Training Materials for Microsoft Dynamics®
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Intercompany Setup and
Order Processing in Microsoft Dynamics AX® 2012
Update the Original Sales Order

In an Intercompany chain, a customer can request to change sales order
information after you have already entered the details in the system. Microsoft
Dynamics® AX 2012 lets you update the sales order and synchronize the
Intercompany chain.
Scenario
Your customer has ordered some items and because you have no on-hand
inventory, you must order these from an Intercompany vendor. After you have
created the Intercompany chain automatically, the customer calls and requests
some changes in the sales order details.
Procedure: Update the Original Sales Order

This procedure shows how to update the Original sales order:
1. Open Sales and marketing > Common > Sales Order > All sales
orders.
2. Click Sales order to create a new sales order.
3. Click Header view and select the Autocreate intercompany orders
parameter in on the Intercompany settings FastTab.
4. After you have created all sales order lines, leave the sales order, for
example, by clicking another sales order. Now a Purchase order and
an Intercompany sales order are created.
5. Change the quantity on the Original sales order. The quantity in the
Purchase order and the Intercompany sales order updates
automatically.
6. Add a new sales order line. This line can also be added to the
Purchase order and the Intercompany sales order.
NOTE: When a picking list is generated for the Intercompany sales order, you
cannot update the quantity on the Original sales order line. If you add a new
line, a new Purchase order is created.
If you have an Intercompany chain, where the Autocreate intercompany orders

parameter is clear, you must use the Create purchase order function to create a
new Intercompany chain, because the new line is not added to the existing
purchase order and Intercompany sales order.
7-2
Deleting Intercompany Chains

If you delete an original sales order, the whole Intercompany chain stops. This
means that the purchase order and the Intercompany sales order are deleted when
you delete the original sales order.
FIGURE 7.1 DELETING INTERCOMPANY CHAINS
Occasionally, you might only want to delete the purchase order and the
Intercompany sales order, but not the original sales order. The reason might be
that the customer still wants the items, and you have discovered that you have
enough on-hand inventory to fulfill the requirement and therefore no longer need
to purchase the items.
Scenario
A customer calls and orders 100 televisions. There is no available inventory in
the company to fulfill the order. Therefore, you create an Intercompany order by
using a non-direct delivery sales order, because you want the televisions to pass
through your warehouse. A purchase order and an Intercompany sales order are
created by using your vendor company.
Consequently, after you have created the Intercompany order, you find a pallet of
televisions in your warehouse. These are returned items from an incorrect order.
Now you want to stop the Intercompany order. Therefore, you remove the link
between the Original sales order line and then pick and pack the shipment for the
Original sales order line.
7-3
Procedure: Remove a Link

The following steps show how to remove a link:
1. Open Sales and marketing > Common > Sales Order > All sales
orders.
2. Select a sales order line that is linked to an Intercompany order
chain.
3. Click Inventory and select Remove link in the Inventory space.
4. All links to the Intercompany order chain are now removed.
FIGURE 7.2 REMOVE A LINK
NOTE: The way that you handle the Purchase order and Intercompany sales
order after you remove the link is your choice. You might want to cancel the
purchase order and Intercompany sales order, because there may be no
immediate need for the inventory.
However, if the Intercompany sales order has had a picking list generated for it,
the status does not enable the cancelation of the order.
7-4
Deactivate Products for Intercompany Trade

Sometimes it is useful to prevent items from being purchased or sold through an
Intercompany process. This might be important if you want to make sure that
specific items can only be purchased by external vendors because the items are
needed at the Intercompany vendor's site, for example, as raw materials in
production orders.
Procedure: Deactivate a Product for Intercompany Trade

To make sure that an item cannot be purchased from an Intercompany vendor
follow these steps:
1. Open Product information management > Common > Released

products.
2. Select a released product.
3. Expand the Purchase FastTab and select the Intercompany stopped
field.
FIGURE 7.3 INTERCOMPANY STOPPED FIELD
To make sure that an item cannot be sold to an Intercompany customer follow

these steps:
1. Open Product information management > Common > Released

products.
2. Select a released product.
3. Expand the Sell FastTab and select the Intercompany stopped field.
7-5
Lab 7.1 - Update the Original Sales Order and Remove the
Link
After you have created an Intercompany chain, perform updates on the Original
sales order, and then remove the link to the Intercompany purchase order.
Scenario
You are the sales consultant in CEE. Adventure Works (1102) calls and orders
three units of item number 10007. Because there is no on-hand inventory
available, you must purchase the item from the primary vendor 9100. The items
must not be delivered directly to the customer.
Later, Adventure Works calls again and wants to make some changes to the
Original sales order. They want to decrease the quantity to two.
Precondition 1
The picking list must be printed manually in company CEU. Therefore, the Print
picking list automatically parameter must be cleared in the action policies.
Precondition 2
Make sure that the primary vendor for the item number 10007 is the
Intercompany vendor 9100.
Challenge Yourself!
1. Make sure preconditions are in place.

2. Create a new Sales order for the item.
3. Automatically create an Intercompany chain of the type non-direct
delivery.
4. Change the Original sales order to accommodate for the desired
quantity.
5. Note the order numbers of the Intercompany Purchase order and the
Intercompany sales order.
6. Removed the link from the Original sales order to the Intercompany
purchase order.
Need a Little Help?
• Create a new sales order.

• Activate the Autocreate Intercompany orders parameter on the
sales order header.
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• Change the quantity of item number 10007.

• Use the Remove link function to delete the link between the Original
sales order and the Intercompany Purchase order.
Step by Step
Precondition 1
To activate automatic picking in company CEU, verify the follow precondition:
1. In CEU, open Sales and marketing > Common > Customers > All
customers.
2. Select customer 9100 and then click Edit.
3. Click General and then click Intercompany on the Action Pane.
4. Click Sales order policies and then clear the Print picking list
automatically parameter.
Precondition 2
Items 10007 must have the Intercompany vendor 9100 as primary vendor.
Verify the following precondition:
1. In CEE, open Product information management > Common >

Released products.
2. Select item number 10007 and then click Edit.
3. Click the Purchases tab and select vendor 9100 in the Vendor field.
Create the Intercompany Chain
1. In CEE, open Sales and marketing > Common > Sales Orders >
All sales orders.
2. Click Sales orders to create a new sales order and type Customer
account 1102. Click OK.
3. Click Header view, expand the Intercompany settings FastTab,
select Autocreate intercompany orders and then clear the Direct
delivery parameter.
4. Click the Line view and then click Add line to add a sales order line.
5. Type Item number "10007" and type "3" in the Quantity field.
6. Click another sales order header and notice that an Intercompany
Purchase order and an Intercompany sales order are created
automatically.
7. Clear and Close the Infolog. Close or Cancel the other sales order.
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Update the Original Sales Order
All sales orders.
2. Select the sales order that you have previously created for Adventure
Works.
3. Click Edit and change the Quantity of item number 10007 to two.
4. Click Sales Order on the Action pane or another sales order header
to update the Intercompany chain automatically and then click
Cancel to move out of the order. If you receive and Infolog warning
about the receipts date Clear and Close the Infolog.
5. Open the Original Sales order if the form has been closed. Double-
click on the Sales order in the All sales orders list page.
6. Click Manage and then click Intercompany sales order.
7. Verify that the quantity of item number 10007 is updated to two.
Remove the link to the Intercompany Purchase Order
1. Click Manage and then Original sales order.

2. Click Inventory and select Remove link.
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Synchronization of Intercompany Orders

In an Intercompany order chain customer information, prices, and discounts are
transferred.
Prices and discounts are always synchronized between the Intercompany sales
order and the Intercompany purchase order.
Customer Information
Customer information is the customer reference and customer requisition
number. This can be synchronized when the Original sales order is created or
when a change is made to the customer/vendor reference or customer requisition.
You can select whether this data must be synchronized in the action policies.
Procedure: Synchronizing Customer Information

Use the following procedures to synchronize Intercompany customer information
in the action policies.
Action Policies in the Sales Company
1. In the sales company, open Sales and marketing > Common >
Customers > All customers and select a customer.
2. Click General and then Intercompany on the Action Pane.
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3. Click Purchase order policies.
FIGURE 7.4 SYNCHRONIZATION PARAMETERS IN THE ACTION POLICIES -

SALES COMPANY
Use the Original sales order <-> Intercompany purchase order field group to
enable the synchronization of the customer information between the Original
sales order and the Intercompany purchase order.
Use the Intercompany purchase order <-> Intercompany sales order field
group to enable synchronization of the customer information between the
Intercompany purchase order and the Intercompany sales order.
Action Policies in the Production Company
1. In the production company, open Sales and marketing >

Common > Customers > All customers and select a customer.
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3. Click Sales order policies.
FIGURE 7.5 SYNCHRONIZATION PARAMETERS IN THE ACTION POLICIES -

PRODUCTION COMPANY
Select the Customer information parameter in the Intercompany sales order

<-> Intercompany purchase order field group to enable synchronization of the
customer information between the Intercompany sales order and the
Intercompany purchase order.
In an Intercompany chain, you must specify where the price and discount search
is performed. You can activate the price and discount search for the following
Intercompany relationships:
• Intercompany purchase order prices in the sales company CEE on

the CEU relationship.
• Intercompany sales order prices in the production company CEU on
the CEE relationship.
Scenario: Price and Discount Search

In the Intercompany action policies of company CEE, the price and discount
search is deactivated for Intercompany purchase orders, whereas in the action
policies of the CEU company the price and discount search is enabled for
Intercompany sales orders.
This means that Microsoft Dynamics AX overrides the purchase prices, trade
agreements, and discounts that are set up in the CEE company. The price and
discount search is performed in the Intercompany sales orders in CEU.
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Therefore, all prices, trade agreements, and discounts that are set up in the CEU
company are considered. The sales prices and discounts that are found for the
Intercompany sales order are synchronized automatically.
Procedure: Perform a Price and Discount Search

To perform a price and discount search follow these steps:
1. In CEE, open Product information management > Common >

Released products.
3. Expand the Purchases FastTab and enter a Price of 400.00.
4. Click Purchase on the Action pane and then View trade
agreements on the Action Pane. For this item, there are no purchase
price trade agreements that override the purchase price that was
entered on the Purchase FastTab.
5. Close the View trade agreements and Released product details
form.
6. In CEU, open Product information management > Common >
Released products.
8. Expand the Sell FastTab. Update the Price field of the Base sales
price field group to 600.
9. Click Sell on the Action pane and then View trade agreements on
the Action Pane. Notice that there are sales price trade agreements
for this item that override the sales price that was entered on the Sell
FastTab.
10. Close the View trade agreements and Released product details
form.
11. Return to company CEE and open Sales and marketing >
Common > Sales orders > All sales orders.
12. Click Sales Order on the Action pane and select Customer account
9001 to create a new sales order.
13. Click OK.
14. Type "10007" as the Item number and select 4 as the Site.
15. Click Header view on the Action pane.
16. Expand the Intercompany settings FastTab and select Autocreate
intercompany orders.
17. Click Sales order on the Action pane to start the Intercompany
chain.
18. Clear and Close the Infolog.
19. Cancel the new sales order.
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20. In company CEE, Open the Original sales order previously created
by double-clicking the record in the All sales list page. Click
Manage and then Purchase order on the Action Pane.
21. Verify that the Unit price is 600 on the Purchase order line item.
This shows that the system has used the sales price from the CEU
company as a purchase price.
Price and Discount Edit

In an Intercompany chain you can edit prices and discounts. You can control
whether the vendor, the customer, or both can perform these changes.
NOTE: The setup parameters for editing prices and discounts also determine
who can edit the charges.
Scenario
The sales company creates an Intercompany chain. Later, the production

company must change the price because costs have risen. It must be possible for
the production company to edit the price. However, the sales company must be
unable to change prices or discounts.
Procedure: Set up Price and Discount Edit

The action policies of the sales company and the vendor company contain the
Allow price edit and Allow discount edit parameters and it is by selecting or
clearing these parameters that you can determine who has permission to update
price or discounts.
1. In the sales company, open Sales and marketing > Common >
Customers > All customers and then select a customer.
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FIGURE 7.6 ENABLE EDITING
Synchronization of Prices and Discounts

Updates of prices and discounts between an Intercompany purchase order and an
Intercompany sales order are always automatically synchronized.
Example 1
The sales representative of the production company edits the sales price or
discount of the Intercompany sales order. The purchase price or discount in the
Intercompany purchase order is then automatically updated to the same amount.
You can also synchronize the price and discount between the Original sales order
and the purchase order.
Example 2
The customer in the Original sales order is another subsidiary within your
organizational structure. Therefore, the items must be invoiced without a profit
margin. This means that the sales price is equal to the purchase price.
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Procedure: Enable the Synchronization of Price and

Discounts
To enable synchronization between the Original sales order and the purchase
order, follow these steps:
1. Open Sales and marketing > Common > Customers > All
customers and select a customer.
4. Select the Price and discount parameter.
NOTE: If the Price and discount parameter is selected, it affects the amount that
is charged to the customer.
Charges
As with prices and discounts, miscellaneous charges are synchronized between
the Intercompany sales order and Intercompany purchase order.
Scenario: Charges
The Intercompany vendor adds a special handling fee, as a miscellaneous charge
to the Intercompany sales order. This miscellaneous charge is automatically
synchronized to the Intercompany purchase order.
When you use direct deliveries, you can select an allocation method to apply to
the Intercompany purchase order.
Procedure: Apply Charges

To use the charges option, follow these steps:
customers and select a customer.
4. Select from the following Charges allocation options:
o Net amount
o Quantity
o Per line
5. Determine whether the charges apply to all items or stocked items by

selecting the Stocked lines only parameter.
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Charges: Cost Price

In some Intercompany relationships, the Intercompany vendor is advised to sell
the items to the Intercompany customer at a price that is equal to the cost price
instead of applying trade agreements or standard purchase prices.
Scenario: Intercompany Cost Prices

The Intercompany vendor sells the items to the distribution company by using the
cost price as a unit price. Instead of a margin, the vendor adds a miscellaneous
charge as a percent of the unit price on the Original sales order.
Example
The unit price on the Original sales order in CEE is 300.00 U.S. Dollars (USD).
The cost price for the item in CEU is 125.00 USD. Therefore, the sales price on
the Intercompany sales order is set equal to the cost 125.00 USD. This sales price
is synchronized as the purchase price to the Intercompany purchase order in
CEE.
If a miscellaneous charge on the sales order line of the Intercompany sales order
is set to Intercompany percent in the Category field, and the charge value of 10
is set up, 10 percent of the unit price of the Original sales order is added. In this
example, this is 10 percent of 300.00 USD or 30.00 USD.
Procedure: Set up Unit Price Equal to Cost Price

To use the cost price equal to unit price functionality follow these steps:
customers and select an Intercompany customer.
4. Select the Unit price equal to cost price parameter to use the cost
price instead of trade agreements or the defined sales price on the
item.
5. If the Unit price equal to cost price parameter is selected, you can
select the Initiate original customer invoice posting parameter.
This means that if the posting of the invoice on the Intercompany
sales order is stopped because of an error, the invoice on the Original
sales order is posted anyway.
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Intercompany Charge
If the unit price on the purchase order is used as equal to the cost price, the
vendor does not receive any profit margin. To compensate for the loss of profit
margin, the vendor can add a charge.
The special charge category called Intercompany percent can be set up on the
lines of the Original sales order. The value entered here is the percentage of the
unit price on the Original sales order.
Procedure: Add an Intercompany Charge

To add an Intercompany charge follow these steps:
1. Open Sales and marketing > Common > Sales orders > All sales
orders.
2. Select a sales order that is used in an Intercompany chain.
3. Click Sell and then Charges on the Action Pane.
4. Enter a Charges code and then select Intercompany percent in the
Category field.
5. Enter a number to base the Intercompany percent in the Value field.
6. Close the form.
FIGURE 7.7 CHARGES TRANSACTION FORM
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Delivery Dates
In Microsoft Dynamics AX, the delivery dates in an Intercompany chain are also
synchronized.
In direct Intercompany chains, the delivery date is synchronized throughout the

whole Intercompany chain.
Example
A date is entered in the Confirmed ship date field on the Intercompany sales
order because the production company cannot deliver the items in time. The
Confirmed receipt date is synchronized to the same date on the Intercompany
purchase order and the Original sales order.
In non-direct Intercompany chains, only the Confirmed receipt date on the

purchase order is synchronized, not on the Original sales order.
Agreements
If you are using an Intercompany sales agreement on a sales order, you can add
more line details on the agreement. The additional lines will be synchronized to
the linked purchase agreement in the other legal entity.
You can also update the agreement from the purchase agreement and the
Intercompany orders will automatically be synchronized.
NOTE: An Intercompany agreement can only be created for products that are
released in both legal entities.
You can only delete a line from the legal entity from which it was created.
Details of Intercompany agreements are discussed in the Intercompany

Agreements chapter of this course.
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Lab 7.2 - Synchronization of the Intercompany Chain

Changes in Intercompany chains are synchronized immediately.
Scenario
An Intercompany vendor, CEU, has reduced the sales price for item number
10007 to 600.00 U.S Dollars (USD). In addition, Adventure Works (1102) calls
and orders two units of item number 10007.
The Intercompany vendor has previously informed you that he can provide the
items for an even cheaper price than originally quoted; he will charge 450.00
USD.
Precondition
The Unit price equal to cost price parameter on the action policies in the CEU
company must be cleared.
Challenge Yourself!
1. Set up the following action policies:

a. The price search is performed on the Intercompany sales order.
b. No price changes can be performed in the Intercompany
purchase order.
2. Create a new sales order and create an Intercompany chain.

3. Note the Intercompany purchase order number to verify later that the
changes were made in the correct order.
4. Perform the price edit within the correct order.
Need a Little Help?
• Select the Price & discount search parameter on the action policies
in CEU.
• Clear the Allow price edit and Allow discount edit parameters on
the action policies in CEE.
• In CEE, create a new sales order for customer 1101 and select the
Autocreate an intercompany order parameter.
• Create a new sales line and move the focus to another sales order
header to auto create the Intercompany chain.
• Edit the sales price on the line of the Intercompany sales order in
CEU.
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Step by Step
Precondition
customers and select the customer account 9100 and click Edit.
4. Verify the Unit price equal to cost price parameter is not selected
and Close the Intercompany and Customer form.
Parameter Setup in the Action Policies
1. In CEE, open Sales and marketing > Common > Customers > All
customers and select customer 9001 and click Edit.
4. Locate the Intercompany sales order prices field group and verify
the following setup:
a. Clear the Price and discount search parameter.
b. Clear the Allow price edit parameter.
c. Clear the Allow discount edit parameter.
5. Close the Intercompany and Customer form.

customers and select customer 9100 and click Edit.
9. Locate the Intercompany sales order prices field group verify the
following:
a. Select the Price and discount search parameter.
b. Select the Allow price edit parameter.
c. Select the Allow discount edit parameter.
10. Close the Intercompany and Customer form.
Create the Intercompany Chain
All sales orders.
2. Click Sales orders to create a sales order and select Customer
account 1102. Click OK.
3. Click Header view and verify the Autocreate intercompany orders
and select the Direct delivery parameter on the Intercompany
settings FastTab.
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4. Click Line view and click Add line.

5. Enter Item number 10007 and a Quantity of 2.
6. Click another sales order header and notice that an Intercompany
purchase order and an Intercompany sales order (direct delivery
type) are created automatically. Make a note of the Intercompany
sales order and Purchase Order numbers.
7. Clear and Close the Infolog, and then Cancel the other sales order.
Update the Price on the Intercompany Sales Order
1. In CEU, open Sales and marketing > Common > Sales Orders >
All sales orders.
2. Click the Intercompany sales order that was created in the previous
step (you can use the Latest sales order fact box to find the order).
3. Click Edit and update the Unit price for item number 10007 to
450.00 USD.
Automatic Price Update on the Intercompany Purchase Order
1. Click Manage > Intercompany purchase order on the Action

Pane.
2. Notice that the Unit price for item number 10007 is automatically
updated to 450.00 USD.
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Document Handling in Intercompany

Intercompany sales and purchase order use document handling in the same
manner as other sales and purchase orders. If you are using notes, these can be
updated anywhere in the Intercompany chain. These updates are synchronized to
the note in the Intercompany chain.
FIGURE 7.8 DOCUMENT HANDLING IN INTERCOMPANY
NOTE: Depending on the document setup for Accounts receivable, the note can
be printed on the picking list, packing slip, and any other documents that are
specified.
Scenario: Notes on Intercompany Orders

The direct delivery customer has certain packing requirements, where the items
must be packed in only one box that has specific maximum dimensions.
Therefore, they want this note to be attached to the order so that the information
is passed along the Intercompany chain.
Procedure: Create a Note on Intercompany Orders

To attach a note to Intercompany orders follow these steps:
1. Open Sales and marketing > Common > Sales orders > All sales
orders.
2. Select a sales order that is used in an Intercompany chain or create a
new sales order.
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3. Click Attachments to open the Document handling sales order

form.
4. Click New and select Note to create a note for the sales order.
5. Enter a Description and select External in the Restriction field so
that the note can be printed on external documents.
6. Create the Intercompany order chain.
7. Open the sales company and print the packing slip that is associated
with the Original sales order
Summary
Intercompany has the following features that allow for information to be shared
across the Intercompany chain.
• Intercompany chains can be created automatically. Users can set up

the automatic creation of Intercompany orders either on the Original
sales order or in the Customer form.
• Intercompany chains can be updated, deleted or stopped after the

initial creation or and links between sales orders and purchase orders
can be removed.
• Information in Intercompany chains can be synchronized. This helps

speed up the processing of Intercompany chains and minimize errors.
• Document handling in combination with Intercompany chains is a

way to share additional information for orders.
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Test Your Knowledge

Test your knowledge with the following questions.
1. What happens to the Intercompany purchase order and the Intercompany

sales order when you update the quantity on the Original sales order?
2. Which status must the Intercompany sales order have to make an update of
the quantity in the Original sales order possible?
3. What can you do if you have already created an Intercompany chain and you
later want to use some on-hand inventory instead of the items that you have
ordered from your Intercompany vendor?
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Quick Interaction: Lessons Learned

Take a moment and write down three key points you have learned from this
chapter
1.
2.
3.
7-25
Solutions
Test Your Knowledge
1. What happens to the Intercompany purchase order and the Intercompany
sales order when you update the quantity on the Original sales order?
MODEL ANSWER:
The changes are synchronized through the Intercompany chain. This means
that the quantity is updated in the Intercompany purchase order and the
Intercompany sales order.
2. Which status must the Intercompany sales order have to make an update of
the quantity in the Original sales order possible?
MODEL ANSWER:
The Intercompany sales order must not be picking list updated, packing slip
updated or invoice updated.
3. What can you do if you have already created an Intercompany chain and you
later want to use some on-hand inventory instead of the items that you have
ordered from your Intercompany vendor?
MODEL ANSWER:
You can remove the link between the Original sales order and the
Intercompany purchase order by using the Inventory button on the Original
sales order. Then, you can select to delete the Intercompany purchase order if
you do not want the items to be delivered to your warehouse. Optionally,
you can the select the on-hand inventory that you want to use for the sales
order.
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Chapter 7: Update and Synchronization of the Intercompany Chain

CHAPTER 7: UPDATE AND SYNCHRONIZATION OF

• Update the Original sales order.

In an Intercompany chain, information such as customer information and item

Update the Original Sales Order

Procedure: Update the Original Sales Order

If you have an Intercompany chain, where the Autocreate intercompany orders

Deleting Intercompany Chains

FIGURE 7.1 DELETING INTERCOMPANY CHAINS

Procedure: Remove a Link

FIGURE 7.2 REMOVE A LINK

Deactivate Products for Intercompany Trade

Procedure: Deactivate a Product for Intercompany Trade

1. Open Product information management > Common > Released

FIGURE 7.3 INTERCOMPANY STOPPED FIELD

To make sure that an item cannot be sold to an Intercompany customer follow

1. Open Product information management > Common > Released

1. Make sure preconditions are in place.

Need a Little Help?

• Create a new sales order.

• Change the quantity of item number 10007.

To activate automatic picking in company CEU, verify the follow precondition:

1. In CEE, open Product information management > Common >

Create the Intercompany Chain

Update the Original Sales Order

Remove the link to the Intercompany Purchase Order

1. Click Manage and then Original sales order.

Synchronization of Intercompany Orders

Procedure: Synchronizing Customer Information

Action Policies in the Sales Company

3. Click Purchase order policies.

FIGURE 7.4 SYNCHRONIZATION PARAMETERS IN THE ACTION POLICIES -

Action Policies in the Production Company

1. In the production company, open Sales and marketing >

3. Click Sales order policies.

FIGURE 7.5 SYNCHRONIZATION PARAMETERS IN THE ACTION POLICIES -

Select the Customer information parameter in the Intercompany sales order

• Intercompany purchase order prices in the sales company CEE on

Scenario: Price and Discount Search

Procedure: Perform a Price and Discount Search

1. In CEE, open Product information management > Common >

Price and Discount Edit

The sales company creates an Intercompany chain. Later, the production

Procedure: Set up Price and Discount Edit

3. Click Purchase order policies.

FIGURE 7.6 ENABLE EDITING

Synchronization of Prices and Discounts

Procedure: Enable the Synchronization of Price and

Procedure: Apply Charges

5. Determine whether the charges apply to all items or stocked items by

Charges: Cost Price

Scenario: Intercompany Cost Prices

Procedure: Set up Unit Price Equal to Cost Price

Procedure: Add an Intercompany Charge

FIGURE 7.7 CHARGES TRANSACTION FORM

In direct Intercompany chains, the delivery date is synchronized throughout the

In non-direct Intercompany chains, only the Confirmed receipt date on the

Details of Intercompany agreements are discussed in the Intercompany

Lab 7.2 - Synchronization of the Intercompany Chain

1. Set up the following action policies:

2. Create a new sales order and create an Intercompany chain.

Need a Little Help?

Parameter Setup in the Action Policies