Set up intercompany trade relationships

Completed

To use intercompany trade, you must define vendors and customers who are involved. After you define the vendors and customers who plan to participate in the trading, your organization must associate them with the items that will be purchased or sold. To do so, go to Procurement and sourcing > Vendors > All vendors and then select the vendor to define as an intercompany vendor. Inside the vendor record, select the General tab > Intercompany. You must specify the intercompany parameters for the vendor account, such as the customer legal entity and account, sales order policies, purchase order policies, value mapping, and purchase agreement and sales agreement policies.

After you set up the policies and define the vendor as an intercompany vendor, go to Product information management > Products > Released products. Select the product that you want to assign to your vendor so that it's available for intercompany trade. On the Released product details page, expand the Purchase FastTab. Enter the vendor number in the Vendor field and then select Save.

Go to Accounts receivable > Customers > All customers and select the customer account that you want to define as an intercompany customer. On the All customers page, select General on the Action Pane and then select Intercompany. Specify the intercompany setup parameters for the customer account, such as vendor legal entity and account, purchase order policies, sales order policies, value mapping, and sales agreement and purchase agreement policies. After you finish setting up your parameters, return to the customer page. Expand the Miscellaneous details FastTab and then set the Create intercompany orders and Direct delivery fields to Yes.