How to Create an Intracompany Sales/Purchase Order
Go to Accounts Receivable/All Sales Orders. On the All Sales orders screen click the “Sales Order” button.
After clicking the Sales Order button this will open the “Create Sales Order” screen. Select the Customer Account, (In the scenario below we have chosen Customer 1000248: Intracompany – PARR to SAMS). Enter the Customer PO Number, (Since we will not have a PO number at the time the Sales Order is created, we recommend something like “JR Called on 12/12/2018”). Then click OK to close this screen; this action will create the Sales Order and Purchase Order.
The newly created Sales Order will open and, you will also receive an Infolog Message telling you that the Intercompany Purchase Order PO00057852 has been created. Click “Close” in the Infolog Message Box to close it.
Next click the “Add Line” button, select the Item Number and enter the Quantity for the sales order line item. You will notice in the screenshot below, there is no “Unit Price”. Do Not enter a unit price, this field will auto populate later in the process. Press CTRL+S to save the Sales Order.
After creating the Sales Order line, saving and printing the Pro Forma Delivery Ticket, go to the Warehouse Management tab and click the “Load Planning Workbench” button to open the Load Planning Workbench.
In the Load Planning Workbench screen expand the “Line Details” fasttab, then at the bottom of the screen click on the “Vehicle/Driver” tab. Fill in the Tractor, Trailer and Driver information, the Odometer readings and Fuel information will be filled in from the drivers completed paperwork.
Now we will finish processing the Load Planning Workbench. In the “Loads” section click the “Release Button Dropdown, in the dropdown menu click “Release to Warehouse”. This will process the load, perform the work of “Picking” inventory from the tank and “Putting” the inventory in location PR-Final and finally creating the Shipment.
You will receive an Infolog Message when the Load is posted, all work is completed, and the Shipment is created. Click “Close” to close the Infolog Message box.
After the “Release to Warehouse” process is completed, click the “Ship and Receive Dropdown”, in the dropdown menu click “Outbound Shipment”, this will open a screen to select the date for the Outbound Shipment.
Click on the “Calendar” icon and chose a date for the shipment.
After all selecting the date click “OK” to create the shipment.
You will receive an Infolog that the shipment has been confirmed. Click “Close” to close this Infolog Message.
Posting the Packing Slip
To post the packing slip from Load Planning Workbench, click the “Print Dropdown”. In the dropdown menu click “Packing Slip”.
This will open the Packing Slip Posting screen. Also, an Infolog Message will pop that says, “Journal was not updated”. Click “Close” to close this Infolog Message.
On the Packing Slip Posting screen, select the Packing Slip Date then click OK to post the Packing Slip.
An Infolog Message will pop that says, “The Packing Slip completed successfully”. Click “Close” to close the Infolog Message. Then, close the Load Planning Workbench screen.
Invoicing the Sales Order
At the top of the Purchase Order screen click the “Invoice” tab, then on the left side of the screen click the “Invoice” button. This will open the “Posting Invoice” screen.
On the “Posting Invoice” screen click “OK”.
If the “Print Invoice” checkbox is not checked, you will receive this message. Click OK to close the message box and post the invoice. The Posting Invoice screen will close.
Processing the Purchase Order
From the Sales Order Screen click the “Manage” tab, you will see the “Intercompany Purchase Order” button. Also, you will notice that after Invoicing the Sales Order the Unit Price and Net Amount field values are now populated. Click the “Intercompany Purchase Order” button to open the Purchase Order.
On the Purchase Order Screen click the Purchase tab and click “Confirm”. Next go to the Warehouse Management tab then click Load Planning Workbench.
In Load Planning Workbench in the Supply and Demand fasttab, verify the Purchase Order Number, Item Number and Quantity. If all is correct click “Entire Order to New Load”. This will open the Load Template Assignment Screen.
On the Load Template Assignment screen the Load Template ID should be “Outbound” then click OK to create the load.
After creating the load, in the Line Details fasttab go to the Vehicle/Driver tab. Completely fill out the Vehicle/Driver information then at the top of the screen click the “Route Form Driver” button. This will open the Drivers Pay Details screen.
In the Drivers Pay Details screen select a date then click the “Fill Route Data” button.
After clicking the Fill Route Data button check the Miles in the Overview section. Manually add the miles here if they did not automaticall pull in from the Load Planning Workbench screen. Next click “Fill Driver Pay Details”. Again if the Miles (Units) did not pull in to the Mileage row, manually add the correct mileage. When all is correct click the “Post Coupon” button. This will post the Drivers Pay Coupon and print a copy of the Drivers Pay Coupon report to the screen. When finished close the Dirvers Pay Details screen to go back to Load Planning Workbench.
Receiving the PO from Load Planning Workbench
From the Load Planning Workbench screen, click the Ship and Receive Dropdown. From the dropdown menu click “Inbound Shipment”.
You should receive and Infolog Message that the shipment has been confirmed. Click “Close” to close the Infolog Message. Click the Ship and Receive dropdown again and click “Product Receipt”. This will open the Posting Product Receipt screen.
On the Posting Product Receipt screen select a Product Receipt Date then click the Lines Tab.
On the Lines Tab click the Update Line dropdown then click “Registration”.
On the Registration screen in the Register Now section click the “Add” button.
Check that all dimensions are correct then click “Post All”. This will take you back to the Posting Product Receipt screen.
Click OK on the Posting Product Receipt screen.
You will get an Infolog Message that the packing slip completed successfully. Click “Close” to close this Infolog Message.
Invoicing the Purchase Order
To invoice the purchase order click the Invoice Tab at the top of the screen then click on the “Invoice” button.
From the Invoicing Screen make certain all Invoice Dates are filled in then, click the “Post” button.
In the “Select the Posting Settings” popup click “Post”
After the Invoice is posted, notice the Unit Price and Net Amount field values have been populated. If you need to open the associate Sales Order, click the Manage Tab then click the Intercompany Sales Order button.
Click “Close” to close the Purchase Order.