Sage ERP X3 – Inter-Company transactions generated from a customer order – Part 01
Inter-Company transactions generated from a customer order
Recently a client of ours asked us to help us out with a specific customer scenario, which I thought will be useful to share. Scenario: A furniture company is based in BC, with manufacturing facilities in Ontario and Quebec.
Both the manufacturing facilities are separate legal entities. When a customer places the order with a dealer in BC, the site in BC has to create a purchase order for the manufacturing site in Ontario, which belongs to a different legal entity. The order then has to be invoiced at both sites. SAGE ERP X3 setups required for the above scenario: In my example below, I have used two sites D22, and P31, which belong to two different companies in X3. As a first step, make sure D22 and P31 both are setup as intercompany customer and supplier.
Check for receiving site at ship-to customer
Check supplier record is setup for inter-site.