Create an intercompany purchase order

Completed

To create an intercompany purchase order, follow these steps:

  1. Go to Accounts payable > Purchase order > All purchase orders and then select New.

  2. Specify your Vendor account and then select OK.

  3. In the Purchase order page, expand the Purchase order lines FastTab and then select Add line. Specify the information on the line.

    Screenshot of the All purchase orders page.

  4. Select the Manage tab and then select Intercompany tracing > Intercompany sales order. Notice that you're now working in a different legal entity.

  5. Select the Pick and pack tab and then select Generate > Generate picking list.

  6. When the Posting picking list page appears, confirm that the information is correct.

  7. Select OK > OK to post the picking list.

  8. Select Picking list registration. On the Picking list registration page, select your line in the Lines FastTab.

  9. Select Update > Update all.

    Screenshot of the Picking list registration page with the Updates menu highlighted.

  10. Select Post packing slip.

  11. Confirm that the information is correct on the Packing slip posting page.

  12. Select OK > OK.

  13. Select the Invoice tab and then select Generate > Invoice.

  14. Select OK > OK and then select the back arrow on the Action Pane.

    Notice that you're now in the legal entity where you originally created the purchase order.

  15. Select the Invoice tab and then select Generate > Invoice.

  16. On the Vendor invoice page, select your line and then select Post.

Now, the purchase order has a status of Invoiced.