Entering Additional Orders

This chapter provides an overview of additional order entry and discusses how to:

Enter credit orders.
Enter transfer orders.
Enter direct ship orders.
Enter blanket orders.
Enter quote orders.
Enter interbranch and intercompany orders.

Understanding Additional Order Entry

The JD Edwards EnterpriseOne Sales Order Management system provides different order types to accommodate specific ordering situations. Although you enter these additional orders in the same way that you enter a basic sales order, the system processes each order type differently.

You use credit orders when a customer returns goods that you want to return to inventory. You can also use credit orders when a customer returns damaged goods that you cannot return to inventory. In both cases, you must issue the necessary credits and make adjustments for the returned merchandise.

You use transfer orders to ship inventory between branch/plants within the company and to maintain an accurate on-hand inventory amount. When you create a transfer order in JD Edwards EnterpriseOne Sales Order Management, JD Edwards EnterpriseOne Procurement, or Oracle's JD Edwards EnterpriseOne Subcontract Management, you ship and receive goods. Transfer orders enable you to account for markups, freight costs, and transport time.

You use direct ship orders to record the sale of an item that you purchased from another supplier. The supplier sends the item directly to the customer. Because the supplier ships the item directly to the customer, the system does not process the order quantities through inventory.

You use blanket orders when you have an agreement with a customer to release an item multiple times over a specified period. For example, you can place an order for 100 items to be delivered over a period of four months in increments of 25 items per month. At the agreed-upon time, the quantity that you enter in the actual sales order is subtracted from the blanket order.

You use quote orders to record price quotes. You can:

Access quote orders through the same review, maintenance, and inquiry form that you use to work with sales orders.
Convert an entire or partial quote order to a sales order.
Use quote orders to ensure effective controls over price guarantees.
Use quote orders to avoid committing inventory until the customer authorizes the order.

You use intercompany orders to fill a sales order from a branch/plant other than the selling branch/plant. Intercompany orders are helpful if the company places an order from one location but fills and ships the order from another location, such as a central supply warehouse.

Entering Credit Orders

This section provides an overview of credit orders, lists a prerequisite, and discusses how to:

Set processing options for the Sales Ledger Inquiry program (P42025).
Enter credit orders from history.

Understanding Credit Orders

You use credit orders when a customer returns goods that you return to inventory, or when damaged goods are returned that you cannot return to inventory. In both cases, you need to issue the necessary credits and make adjustments for the returned merchandise.

You enter a credit order manually to record a returned item and credit the current price to the customer. If necessary, you can override the default pricing information. You enter credit orders in the same way that you enter sales orders.

When the system generates a credit order, it retrieves the credit information from the S.O. Detail Ledger File table (F42199). The credit order amount is based on the unit price that the customer paid instead of the current price.

For credit orders, you can define the price that you refund the customer as well as the process that you use to receive the returned goods into inventory.

You can set up a document type for credit orders, which enables you to track credits in specific general ledger accounts and to record a separate credit history. You can set up automatic accounting instructions (AAIs) to direct entries to special accounts that are based on the credit order document type. The general ledger entries for credits are created when you run the Sales Update program (R42800).

To set up a credit order line type, you must activate the reverse sign option in the Line Type Constants program (P40205). When you enter a sales order, the system subtracts the quantity from available inventory. When you enter a credit order, the system does not subtract the quantity from available inventory.

You can set up a document type that identifies credit orders, and then set up status codes for the credit order document type and line type combination. Status codes define the steps that the system uses to process an order.

If you use price adjustments, you must set up negative quantity breaks to account for items in credit orders.

Create a Version for Credit Orders

Before you enter credit orders, you need to create a version of the Sales Order Entry program (P4210) that is set up to process credit orders. The credit order version should have the Line Type processing option on the Defaults tab set to the line type that is set up for credit orders. Typically, this is line type C. You should also set the Order Type processing option on the Defaults tab to the order type that you want to use for credit orders. Typically, this is CO. You must then attach this version to the menu option that you use to create credit orders. Contact the system administrator for assistance with this task.

Entering System-Generated Credit Orders

When you create a credit order from history, you retrieve the original order information and issue the customer credit for the amount based on the unit price that the customer actually paid. This price might be different from the current price. The system retrieves the order information from the F42199 table.

Note. When you create a credit order from history, the system enables you to ship a quantity that is greater than or less than the quantity that was originally sold, picked, and shipped to the customer. The system does not check whether the total quantity credited matches the original quantity sold.

Prerequisite

Verify that you have set up a line type for credit orders.

See Setting Up Order Line Types.

See Also

Entering Sales Orders

Forms Used to Enter Credit Orders

Form Name	FormID	Navigation	Usage
Customer Service Inquiry	W4210E	Additional Order Processes (G4212), Credit Orders From History	Review and select orders.
Sales Order Detail Revisions	W4210A	Click Add on the Customer Service Inquiry form.	Access the Credit Memo option on the Form menu.
Work With Sales Ledger Inquiry	W42025A	Select Credit Memo from the Form menu on the Sales Order Detail Revisions form.	Enter credit orders from history.

Setting Processing Options for the Sales Ledger Inquiry Program (P42025)

Use these processing options to set default values, specify credit memo values, and specify versions.

Defaults

These processing options define the default document type and specify the to and from status codes.

Order Type

Enter a value from user-defined code (UDC) 00/DT that identifies the type of document.

This code also indicates the origin of the transaction. These are reserved document type codes for vouchers, invoices, receipts, and time sheets that create automatic offset entries during the post program. (These entries are not self-balancing when you originally enter them.)

Status Code - From

Enter a value from UDC 40/AT that specifies the beginning status code to use to select orders. The system uses this code in conjunction with the Status Code - Thru processing option to define the search criteria range. All orders for which Last Status values in the S.O. Detail Ledger File table (F42199) fall within this range appear when you click Find.

Status Code - Thru

Enter a value from UDC 40/AT that specifies the ending status code to use to select orders. The system uses this code in conjunction with the Status Code - From processing option to define the search criteria range. All orders for which Last Status values in the F42199 table fall within this range appear when you click Find.

Credit Memo

These processing options are in use only if this application is called from the Sales Order Entry program (P4210) and you use the Select Order selection from the Row menu to select all the order lines for processing.

1. Retrieving Credit Orders

Enter the status code to select when retrieving credit orders. If you enter a value for this processing option, the system uses this value as the default search criteria when searching for orders, and displays only those orders for which the status code matches this value.

2. Based on Status

Specify the status codes for the system to use when it selects information to display on the form. The system uses this processing option in conjunction with the Retrieving Credit Orders processing option. Values are:

Blank: Displays all orders for which the next status matches the Retrieving Credit Orders value.

1: Displays all orders for which the last status matches the value in the Retrieving Credit Orders processing option.

For example, if you enter 100 for the Retrieving Credit Orders processing option, and 1 for this processing option, the system displays all orders for which the Last Status value is 100.

3. Copy the original sales invoice

Specify whether the system copies the invoice date from the original sales order to the credit order. Values are:

Blank: The system does not copy the invoice date from the original sales order to the credit order.

1: The system copies the invoice date from the original sales order to the credit order.

Versions

These processing options are in use only when this application is not called from the Sales Order Entry program (P4210).

Credit Order Entry Version	Enter the version of the Sales Order Entry program (P4210) that is set up to create credit orders.
Sales Order Entry Version	Enter the version of the Sales Order Entry program (P4210) that is used to create sales orders.

Entering Credit Orders from History

Access the Work With Sales Ledger Inquiry form.

Enter selection criteria in the header area to search for the orders that you want to work with, and then click Find.
To create a credit memo for single lines within an order, select the orders that you want to work with, and select Credit Memo and then Select Line from the Row menu.
1. Search for and select the lines that you want to include in the credit order, and then click Close on the Sales Order Detail Revisions form.
2. Click OK on the Work With Sales Ledger Inquiry form, and the system creates the credit order.
To create a credit order for all lines within a single order, select the order and select Credit Memo and then Select Order from the Row menu.

The system adds all applicable lines in the order, based on the processing options for the Sales Ledger Inquiry program (P42025), to the credit order.
Click OK on the Sales Order Detail Revisions form to create the credit order.

Entering Transfer Orders

This section provides an overview of transfer orders, lists a prerequisite, and discusses how to enter transfer orders.

Understanding Transfer Orders

You enter a transfer order to ship inventory between branch/plants within the company and to maintain an accurate on-hand inventory amount. When you create a transfer order, the system:

Creates a purchase order for the supplier, which is the branch/plant that ships the items.
Creates a sales order for the supplying branch/plant to the customer, which is the receiving branch/plant.
Processes the inventory amounts on the transfer order as a formal purchase and sale of goods.
Creates documents, such as pick slips or invoices, that are necessary to complete the transfer.

You can record a transfer transaction by using either the Inventory Transfers program (P4113) in JD Edwards EnterpriseOne Inventory Management or the Sales Order Entry program (P4210) in either JD Edwards EnterpriseOne Procurement or JD Edwards EnterpriseOne Sales Order Management.

When you create an inventory transfer in JD Edwards EnterpriseOne Inventory Management, the system moves inventory from one location to another and records the transaction immediately. The system does not create sales or purchase order documents; therefore, you do not have a paper trail for tracking inventory. At the most, you might require management approval.

When you create a transfer order in either JD Edwards EnterpriseOne Procurement or JD Edwards EnterpriseOne Sales Order Management, you can ship and receive goods. In this way, you can account for markups, freight costs, and transport time. The system creates the paper trail by generating a sales order and a related purchase order. The system processes each order based on the order activity rules that you set up for the document type and line type combination.

When you create a transfer order, the Transfer Order Processing program (P4242) creates records in these tables:

Sales Order Header File (F4201).
Sales Order Detail File (F4211).
Purchase Order Header (F4301).
Purchase Order Detail File (F4311).

Note. You cannot enter kit information on a transfer order. To enter an order for kits, use the regular sales or purchase order entry programs.

The system does not allow you to assign Commit to Other 1 or Commit to Other 2 to a sales transfer order. These commitment options are available only to quote and blanket orders.

Prerequisite

Create a version of the P4210 program to use for transfer orders, and set up the processing options. Attach this version to the menu option that you use to create transfer orders. Contact the system administrator for assistance with this task.

See Also

Entering Order Detail Information

Forms Used to Enter Transfer Orders

Form Name	FormID	Navigation	Usage
Customer Service Inquiry	W4210E	Sales Order Processing (G4211), Transfers	Review and select orders.
Transfers - Sales Order Detail Revisions	W4210A	Click Add on the Customer Service Inquiry form.	Enter transfer orders.

Entering Transfer Orders

Access the Transfers - Sales Order Detail Revisions form.

When you are entering transfer orders, be aware that the system does not allow you to enter header information prior to entering detail information, regardless of how you have set the Display Header or Detail processing option.

Entering Direct Ship Orders

This section provides overviews of direct ship orders and integrity between related sales and purchase orders, lists prerequisites, and lists the forms used to enter direct ship orders.

Understanding Direct Ship Orders

A direct ship order is the sale of an item that you purchase from a supplier, who then sends the item directly to the customer. The quantity and item information of a direct ship order do not affect inventory.

When you enter a direct ship order, the system simultaneously creates a sales order for the customer and a purchase order for the supplier. The purchase order specifies that you want the supplier to ship the item directly to the customer. If you activate the Commit to Quantity 1 or Quantity 2commitment processing option in the P4210 program, the system does not create a purchase order, even if you use the nonstock line type that you have set up for direct ship orders. When you release a sales order against the direct ship quote, the system creates a purchase order.

Note. You cannot enter a direct ship order for a kit. To enter an order for kits, use the regular sales or purchase order entry programs.

When you set up line types for direct ship orders, you must define the inventory interface for direct ship orders as D and select the Edit Item Master for Non-Stock Item option. During direct ship order entry, the system verifies the item number in the Item Branch File table (F4102) and the cost and price information in the Item Cost File (F4105) and Item Base Price File (F4106) tables. However, the system does not create inventory commitments or perform availability checks.

The program creates records in these tables:

Sales Order Header File (F4201).
Sales Order Detail File (F4211).
Purchase Order Header (F4301).
Purchase Order Detail File (F4311).

When you change information on either the sales order or the purchase order, the system updates the corresponding order with this information:

Promise date.
Quantity ordered.
Primary unit of measure (changes purchasing unit of measure).
Weight and volume (when a change is made to quantity).
Unit price.

You enter a direct ship order in the same manner that you enter a regular sales order. You can use the Direct Ships, Create Direct Ships, or Update Direct Ships selections on the Sales Order Processing menu (G4211).

Understanding Integrity Between Related Sales and Purchase Orders

When you enter a sales order using the Direct Ships - Customer Service Inquiry form and the direct ship line type (D), the system creates a corresponding purchase order. If the system puts the order on hold, both the sales order and the purchase order are withheld from the sales order and purchase order process. If you cancel the sales order or the order detail line on the sales order, the system cancels the corresponding purchase order or purchase order detail line.

Changing information on the sales order might affect purchase order processing. Likewise, changing the purchase order might affect sales order information. The system automatically updates the corresponding order if you make changes to information in these fields:

Field	Description of Change
Status	When you close or cancel either a purchase order or a sales order, the system updates the status of the corresponding order. The system updates the sales order status when the supplier ships goods to the customer and the goods have been formally received. If you partially receive a line, the system updates only the sales order status for the portion of the items that are received. The remaining quantity remains at the current status level.
Cost	The system maintains the original cost in the purchase order. The system does not update the cost on the purchase order when the cost on the receipt is different. However, any changes to the cost during receipts are updated to the sales order detail line, unless you use standard costing.
Lot/Serial Number	When the supplier enters a receipt and specifies a lot or serial number, the system updates the sales order detail line with the lot and serial number information. For multiple items, the system splits the sales and purchase order for each lot and serial number. If you reverse a lot or serial number, the system issues a warning indicating the reversal in the sales order.
Dates	When the supplier ships the goods to the customer, the supplier enters the receipt date to indicate that the customer has received the item. The system updates the actual ship date in the sales order detail line.

Receipts

When the supplier ships goods to the customer, the supplier can enter a receipt to indicate that the customer has received the item. During receipts processing, any changes in the cost are updated to the corresponding sales order detail line, unless you use the standard costing method.

For partial receipts, the system splits the sales order detail lines to reflect the quantity that remains to be received. For receipt of lots and serialized information, the system splits the sales order detail line to correspond to lot and serial information on the purchase order.

When you reverse the receipt of an order detail line, the system updates the status of the sales order detail line.

Voucher Match

When the supplier enters a voucher for the invoice, the system updates the cost on the sales order detail line with the new cost if the order detail line in the sales order is not closed or purged.

Prerequisites

Before you complete the task in this section:

Verify that you have set the processing options for the version of the P4210 program that you use for direct ship orders.

Attach this version to the menu option that you use to create direct ship orders. Contact the system administrator for assistance with this task.
Verify that you have set up a line type for direct ship orders.

See Setting Up Order Line Types.

See Also

Entering Order Detail Information

Forms Used to Enter Direct Ship Orders

Form Name	FormID	Navigation	Usage
Customer Service Inquiry	W4210E	Sales Order Processing (G4211), Direct Ships	Review and select orders.
Direct Ships - Sales Order Detail Revisions	W4210A	Click Add on the Customer Service Inquiry form.	Enter direct ship orders.
Update Direct Ships - Manage Existing Order	W42101C	Sales Order Processing (G4211), Update Direct Ships	Review direct ship orders for customer service representatives.
Create Direct Ships - Enter New Order	W42101D	Sales Order Processing (G4211), Create Direct Ships Click Save and Continue on the Create Direct Ships - Order Header Revisions form. Click Add on the Update Direct Ships - Manage Existing Order form.	Enter direct ship orders for customer service representatives.

Entering Blanket Orders

This section provides an overview of blanket orders, lists prerequisites, and lists the forms used to enter blanket orders.

Understanding Blanket Orders

A blanket order is a sales order in which the customer agrees to purchase a quantity of an item over a specified period of time. The order is a guaranteed sale of the items that establishes the price, terms and conditions, and the start and end dates. You can enter the blanket order as one line with a cancel date that reflects the last day of the agreement. Then, at agreed-upon times, you create sales orders for partial quantities of the blanket order.

You create a blanket order in the same way that you enter a sales order, except that the quantity that you enter represents the entire quantity to release during the blanket order period. In the same way, the cancel date that you enter represents the last date on which the blanket order is effective.

You can either enter a sales order directly to deduct the partial quantity from the blanket order or release the blanket order. You can view the original quantity that was ordered on the blanket order, the associated released orders, and the remaining quantities.

You can set the Commitment Control processing option in the P4210 program so that the system does not commit inventory when you create blanket orders. If you set this processing option, the system ignores the Inventory Commitment Preference field.

You enter a blanket order in the same manner that you enter a regular sales order. You can use the Blankets, Create Blankets, or Update Blankets selections on the Sales Order Processing menu (G4211).

Blanket Orders for Kits

You can create blanket orders for kit items, just as you do for a standard stocked item. The system requires that you select the kit components during order entry.

Use the Kit Selection form to select the kit components during order entry. The system uses the components that you select as a template for the future release of sales orders. When you release a quantity from a blanket order, the system constructs the kit based on the selections from the original blanket order. The system disables the kit component lines on the blanket orders to prevent the lines from being selected and released independently from the parent.

The system also enables you to select different components after you release the blanket order by selecting the Kit Selection option on the Row menu. The system explodes and displays the current bill of material in the Kit Selection form. The system does not update the blanket order with changes that you make to components in the sales order after blanket release.

Prerequisites

Before you complete the task in this section:

Verify that you have set the processing option to specify how blanket orders affect inventory availability.

You set this in the processing options of the P4210 program, on the Commitment tab.
Set up a code for blanket orders in UDC table 40/BT.
Verify that you have created a blanket order for the processing criteria.
Verify that you have enabled blanket and quote order processing.

Specify correct values in these processing options on the Process tab in the P4210 program:
- Blanket/Quote Order Processing.
- Default Selection for Multiple Blanket Orders.
- Default Selection for Single Blanket Orders.
- Display Sales Blanket Release window for Kit.

Holding, Releasing, and Reviewing Orders

Forms Used to Enter Blanket Orders

Form Name	FormID	Navigation	Usage
Customer Service Inquiry	W4210E	Sales Order Processing (G4211), Blankets	Review and select orders.
Blankets - Sales Order Detail Revisions	W4210A	Click Add on the Customer Service Inquiry form.	Enter blanket orders.
Update Blankets - Manage Existing Order	W42101C	Sales Order Processing (G4211), Update Blankets	Review blanket orders for customer service representatives.
Create Blankets - Enter New Order	W42101D	Sales Order Processing (G4211), Create Blankets Click Add on the Update Blankets - Manage Existing Order form.	Enter blanket orders for customer service representatives.

Entering Quote Orders

This section provides an overview of quote orders, lists prerequisites, and lists the forms used to enter quote orders.

Understanding Quote Orders

A quote order is a preliminary document that you use to provide quantity and price information to a potential customer. You use quote order entry when a customer requires a formal price quote but is not ready to commit to a sales order. Typically, the quote order is good only for a specified period of time. You enter quote orders to:

Provide prices and availability on a large number of items.
Record the quantity and price quotes for future reference.
Hold the quote until the customer authorizes the order.
Collect information about the price and availability of items.
Honor an obligation for a quoted price for a period of time.

When the customer confirms the order, you convert the quote order into a sales order. You can also generate a sales proposal based on a quote order. Quote orders can be designated to relieve or not relieve quantity through the Document Type Maintenance program (P40040).

You enter a quote order in the same way that you enter a sales order. You can use the Quotes, Create Quotes, or the Update Quotes selections on the Sales Order Processing menu (G4211). You do not convert the quote order into a sales order until the customer confirms the order.

You can set up a version of the Print Invoices program (R42565) to print an invoice for a quote order. Also, you can set a processing option that prints a message on the invoice to inform the customer that the invoice is a quote.

After you enter a quote order, you can generate an automated proposal document that includes data from the quote order. You can configure proposals to include information that is specific to the customer.

See Generating Sales Proposals.

Quote Orders for Kits

You can create quote orders for kit items, just as you do for a standard stocked item. The system requires you to select the kit components during the order entry.

Use the Kit Selection form to select the kit components during order entry. The system uses the components that you selected as a template for the future release of sales orders. When you release a quantity from a quote order, the system constructs the kit based on the selections from the original quote order. The system disables the kit component lines on the quote orders to prevent the lines from being selected and released independently from the parent.

The system also enables you to select different components after you release the quote order by selecting the row exit to the Kit Selection form. The system explodes and displays the current bill of material in the Kit Selection form.

Prerequisites

Before you complete the task in this section:

Verify that you have set the processing option to specify how quote orders affect inventory availability.

You set this in the processing options of the P4210 program, on the Commitment tab.
Verify that you have set up the order type for quote orders in UDC 40/BT.

Forms Used to Enter Quote Orders

Form Name	FormID	Navigation	Usage
Customer Service Inquiry	W4210E	Sales Order Processing (G4211), Quotes	Review and select orders.
Quotes - Sales Order Detail Revisions	W4210A	Click Add on the Customer Service Inquiry form.	Enter quote orders.
Update Quotes - Manage Existing Order	W42101C	Sales Order Processing (G4211), Update Quotes	Review a quote order for customer service representatives.
Create Quotes - Enter New Order	W42101D	Sales Order Processing (G4211), Create Quotes Click Add on the Update Quotes - Manage Existing Order form.	Enter quote orders for customer service representatives.
Proposal Generation Wizard 1 of 3	W90CA24B	Select a record and then select Order, Generate Proposal from the Row menu on the Customer Service Inquiry form.	Generate a proposal for the quote.

Entering Interbranch and Intercompany Orders

This section provides overviews of interbranch and intercompany orders, default information for interbranch orders, and interbranch order entry, lists prerequisites, and discusses how to enter interbranch orders.

Understanding Interbranch and Intercompany Orders

You use interbranch orders to fill orders for customers from a branch/plant other than the selling branch/plant. Interbranch orders are helpful if the company sells from one location but fills and ships orders from another location, such as a central supply warehouse.

An intercompany order is an order that tracks the transactions between the supplying and selling branch/plant. While the interbranch order is the sales order to the customer, the intercompany order is the purchase order to the supplying branch/plant. The difference between a direct ship order and an intercompany order is that the supplier is the supplying warehouse, the sold to address is the selling branch/plant, and the ship to address is the customer number. Additionally, the intercompany order is not created until shipment confirmation.

This diagram illustrates the difference between an interbranch order and an intercompany order:

Interbranch versus intercompany orders

The system processes interbranch orders based on the document type and line type combination that you set up for interbranch orders. For intercompany orders that the system creates during shipment confirmation, the system uses the last status as 914 (Added in Shipment Confirmation). You can edit order activity rules to continue order processing for interbranch and intercompany orders.

You can set up a line type for interbranch orders as a noninventory item by selecting Edit Item Master for Non-Stock. With these line type features, you can verify the item number in the F4102 table and the cost and price information in the F4105 and F4106 tables, and write transactions to a general ledger offset account for a line type that is unique to intercompany orders. As with a direct ship order, the system does not create commitments or perform availability checks at the selling branch/plant.

Understanding Default Information for Interbranch Orders

For interbranch and intercompany orders, the system retrieves price information based on the price method that you specify in the processing options in the P4210 program. Whether you select the base price or the cost plus markup, the system retrieves the price in this way:

For the interbranch order, the system retrieves price information from the F4106 table for the supplying branch/plant based on the base price preference hierarchy.

The base price preference hierarchy can be defined to search for prices based on the ship to or the sold to address book number.
The system retrieves cost information from the F4105 table based on the detail branch/plant (supplier).
When you create an intercompany order during shipment confirmation, the unit cost of the interbranch order is the unit price of the intercompany order.

You can override the currency information for the customer, which is helpful if you process international orders in different currencies. For multicurrency, this processing occurs:

For the intercompany invoice, the system retrieves exchange rate information from the currency code that is set up in the Customer Master by Line of Business table (F03012) for the selling branch as customer and for the supplying branch/plant to the selling branch/plant sales order.
For the interbranch (customer) invoice, the system retrieves exchange rate information from the currency code that is set up in the Customer Master for the Sold To customer for the selling branch/plant to the customer.

You can override order information, including price and cost, during order entry or you can set up preferences to override other default information.

Understanding Interbranch Order Entry

To enter intercompany orders, verify that you have set the processing options in the P4210 program to use the appropriate pricing method and intercompany order types, and verify that you have specified whether the system creates intercompany invoices in addition to customer invoices.

Processing option combinations can indicate one of these options:

Use the cost markup price, but do not generate an intercompany invoice.
Use the cost markup price, and generate an intercompany invoice.
Use the interbranch price, but do not generate an intercompany invoice.
Use the interbranch price, and generate an intercompany invoice.

You can set up base prices in the F4106 table for interbranch orders based on ship to or sold to information at the supplying branch/plant. The cost markup is a specific price that you set up in the Branch Relationships Master File table (F3403) between the selling and supplying branch/plant. This markup is applied to the inventory cost.

Note. If you generate an intercompany invoice, you must specify the same intercompany document types in the P4210, Print Invoices (R42565), and Sales Update (R42800) programs.

Creating Intercompany Orders During Shipment Confirmation

The difference between a direct ship order and an intercompany order is that the supplier is the supplying warehouse, the sold to address is the selling branch/plant, and the ship to address is the customer number. Additionally, the intercompany order is not created until shipment confirmation.

When you confirm an interbranch sales order, the system verifies the processing options in the Ship Confirm Batch Application program (R42500) to determine whether the system creates an intercompany order and the version. The amount in the cost field of the interbranch order is passed in as the price of the intercompany order. The system creates an intercompany order from the version of the Create Intercompany Sales Orders program (R4210IC).

After the intercompany order is created, any changes to the interbranch or intercompany order in Sales Order Entry triggers a warning message that indicates that you must make changes to the corresponding order to maintain integrity.

See Confirming Shipments.

Prerequisites

Before you complete the task in this section:

Verify that you have set markup costs in the F3403 table, if necessary.

See Setting Up Branch Sales Markups.
Verify that you have set the processing options in the P4210 program to use the appropriate pricing method and intercompany order types, and to specify whether to create intercompany invoices.
To relieve on-hand inventory during shipment confirmation, verify that an order type is set up for interbranch sales orders in UDC 40/IU.
Verify that you have created order types, line types, and order activity rules for the corresponding purchase order of the intercompany order.

The intercompany purchase order must be created using a line type to create the appropriate accounting entries on the Voucher Match program (P4314).

Forms Used to Enter Interbranch and Intercompany Orders

Form Name	FormID	Navigation	Usage
Customer Service Inquiry	W4210E	Sales Order Processing (G4211), Sales Order Detail	Review and select orders.
Sales Order Detail Revisions	W4210A	Click Add on the Customer Service Inquiry form.	Enter interbranch orders.

Entering Interbranch Orders

Access the Sales Order Detail Revisions form.

Enter an interbranch order using the same steps as you would to enter a basic sales order.

See Entering Sales Orders.