Sage ERP X3 – Inter-Company transactions generated from a customer order – Part 01

Sage ERP X3 – Inter-Company transactions generated from a customer order – Part 01

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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.

Inter-site should be checked

Inter-Company transactions generated from a customer order Check for receiving site at ship-to customer Inter-Company transactions generated from a customer order1 Check supplier record is setup for inter-site. Inter-Company transactions generated from a customer order2

Continue to Part 2

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Abubakr Asif

Abubakr Asif

President at Panni
Abubakr has over ten years of experience implementing business solutions in the Calgary Energy marketplace. His experience spans implementing of ERP systems, workflow and systems integration and Business Intelligence solutions. He started his own company, Panni, in 2009, which help companies automate their business processes by leveraging the Microsoft based Toolset such as SharePoint and BizTalk. Since 2009, the company has grown at a rate of more than 100% every year. Abubakr has a undergraduate in engineering as well as an MBA from the University of Victoria. Previous to founding Panni, he was working for a big four consulting firm in Calgary.

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