[Alexandra Cadet]

Hello,

We’re implementing intercompany in D365FO.

The main ways we create an intercompany order are:
-firm a planned purchase order
-create purchase order or direct delivery from a sales order

I’ve been asked repeatedly by users if they could create a purchase order (either from a planned PO or from a final customer sales order) without instantly sending it to the intercompany partner.  They would like to verify it before it is sent.

Is that possible in standard?

Note: when we create manually an intercompany purchase order, we can use the type “journal” as a draft mode, and only turn the order into a “purchase order” only when ready for it.

Thanks for any feedback about it (technical solutions or business process adjustments)

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Alexandra Cadet
Camfil
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[Kevin McLean]

I’ve got nothing useful to offer, but I’m curious: If the I/C purchase order is a journal, what is the order type on the I/C sales order?

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Kevin McLean
Strategic Solutions NW
Beaverton OR
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[Alexandra Cadet]

Thanks for your concern!  It keeps that thread on top of the list and could help dragging more answers, that’s worth it 🙂
When the IC purchase order is a journal, the IC sales order is not created.  It will get created only when the IC PO is turned from a journal into a purchase order.  Then, you can not change it back to journal, ever.

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Alexandra Cadet
Camfil
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[Kevin McLean]

Unfortunately, your post cannot be answered through the normal D365UG interface.  I’ll try this to see if it gets to you. 

 

You clearly should not try to modify the software to make it behave differently.  Those would be very intrusive modifications.  There is a procedural change you might consider.  Have the buyers in the receiving plant firm the purchase order to a journal status.  That’s what you are doing today.  However, instead of having the same people convert that journal to an order, make the planners in the shipping plant responsible for converting the journal to an order.  That will give them a chance to review capacity and availability before the sales order is created in their company.  It won’t be a perfect solution, but it will at least let both parties review the order before it is finalized. 

 

Kevin McLean
ph: 503.924.3119
kmclean@ssnwllc.com
strategicsolutionsnw.com

 

 

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[Alexandra Cadet]

Hi Kevin!

Thanks for your feedback, that process would work for us, but what do you mean by “firming to a journal”?

When firming I don’t see this option:
Thanks again!

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Alexandra Cadet
Camfil
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[Kevin McLean]

Sorry – that’s what happens when I try to multi-task.

 

That should have read, “Firm a planned purchase order to a journal status”.  I assumed you were using master scheduling.  You may not be. 

 

Kevin McLean
ph: 503.924.3119
kmclean@ssnwllc.com
strategicsolutionsnw.com

 

 

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[Alexandra Cadet]

That’s what I had read indeed!

The part I don’t get is “into a journal status”.  Is that possible?

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Alexandra Cadet
Camfil
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[Kevin McLean]

I’ve never tested it, but probably not.

 

Kevin McLean
ph: 503.924.3119
kmclean@ssnwllc.com
strategicsolutionsnw.com

 

 

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