Processing Sales and Returns Using Intercompany Cross-Subsidiary Fulfillment

When using the Intercompany Cross-Subsidiary Fulfillment feature, sales and returns can be processed across more than one subsidiary.

• Enable the Allow Cross-Subsidiary Fulfillment preference on a sales order. See Intercompany Sales and Fulfillment.

• Enable the Allow Cross-Subsidiary Customer Return preference on a return materials authorization (RMA). See Intercompany Return Materials Authorization (RMA).

Note the following about these preferences:

• These preference boxes are hidden and checked by default. You must customize transaction forms to show the boxes on Items subtab of a sales order or RMA form. To do so, click Customize on the form.

• To check these boxes, you must also check the Multiple Shipping Routes box, which is also located on the Items subtab of the forms.

• You cannot disable the Allow Cross-Subsidiary Fulfillment preference when the Global Inventory Relationship record is linked to a sales order.

• You cannot disable the Allow Cross-Subsidiary Customer Return preference when the Global Inventory Relationship record is linked to a sales order.

Also, using Intercompany Cross-Subsidiary Fulfillment, the Location field is replaced by the Inventory Location field on line items of a sales order or RMA. Then, the Location field in the Classification section on the form is used to associate the transaction with a location for accounting purposes. The Inventory Location field on each transaction line is used for inventory management.

Note:

You cannot create, edit, or delete an Intercompany Sales Order Fulfillment or Intercompany Receipt when the quantity shipped is fewer than the quantity received on the linked Intercompany Purchase Order.

Intercompany Sales and Fulfillment

On a sales order, choose a setting for the Allow Cross-Subsidiary Fulfillment preference on the Items subtab of the form. Your selection here determines which locations show in the Inventory Location field as available to fulfill from.

• Clear the Allow Cross-Subsidiary Fulfillment box to allow fulfillment only from locations directly associated with the transaction subsidiary.

• Check the Allow Cross-Subsidiary Fulfillment box to allow fulfillment from locations listed on GIR records associated with the transaction subsidiary.

  This box is checked and all locations are included by default.

  The Inventory Location column and Inventory Subsidiary column show for line items only after the Allow Cross-Subsidiary Fulfillment feature is enabled. For each line item, use the Inventory Location field to select the fulfillment location. This field shows these locations:

  • Locations directly associated with the transaction subsidiary

  • Locations listed on the Fulfillment subtab of related GIR records

Intercompany Return Materials Authorization (RMA)

On a return materials authorization (RMA), choose a setting for the Allow Cross-Subsidiary Returns preference. Your selection here determines which locations are available to receive the order in the Inventory Location field.

• Clear the Allow Cross-Subsidiary Returns box to allow returns to be received only from locations directly associated with the transaction subsidiary.

• Check the Allow Cross-Subsidiary Returns box to allow receipt of returns to locations listed on GIR records associated with the transaction subsidiary.

  This box is checked with all locations included by default.

  The Inventory Location column and Inventory Subsidiary column show when the Allow Cross-Subsidiary Fulfillment feature is enabled. For each line item, use the To Location field to select the receiving location. This field shows these locations:

  • Locations directly associated with the transaction subsidiary

  • Locations listed on the Customer Return subtab of related GIR records

Intercompany Receipt

For receipts set to Allow Cross-Subsidiary Returns, select a receiving location on each transaction line in the To Location field. This field shows these locations:

• Locations directly associated with the transaction subsidiary

• Locations listed on the Customer Return subtab of related GIR records

Role and Permission Considerations

Depending on the role you use, you may have restricted access to create, edit, or view forms and data associated with subsidiaries and locations. However, when the Intercompany Cross-Subsidiary Fulfillment feature is enabled, restrictions are lifted for processing cross-subsidiary transactions in the following cases:

• Fulfillments

  • You can enter a sales order in your subsidiary and select any of your subsidiary’s GIR fulfillment inventory locations on the lines of that sales order, regardless of your authorized access to other subsidiaries.

  • You can fulfill a sales order line for your inventory location on a sales order that originated in a subsidiary you are not authorized to access.

• Customer Returns

  • You can create an RMA in your subsidiary and select any of their subsidiary’s GIR customer return inventory locations on the lines of that RMA, regardless of your authorized access to other subsidiaries.

  • You can receive an RMA line for your inventory location on an RMA that originated in a subsidiary you are not authorized to access.

Related Topics

Intercompany Cross-Subsidiary Fulfillment

Enabling Intercompany Cross-Subsidiary Fulfillment

Creating a Global Inventory Relationship Record

General Notices