Overview

The intercompany sales scenario includes a processes chain for effective interaction between the group companies to work with customers from the entire commercial or industrial group of companies. This scheme is well-suited for well-structured and closely interacting groups of companies, as well as for those where the group's processes are not clearly formalized due insufficient reorganization or remote teams. Even in this case, the group of companies will be able to work in the system as a single enterprise.

Following the scenario, at first, a sales order is placed by the selling company. This order is immediately included in a supply requirement. If goods are not available now, a purchase order to an external vendor, a production order, or a transfer order can be placed. After the goods are available at the shipment warehouse, no matter on whose balance of the group company the goods are, the goods are directly delivered to the customer on behalf of the selling company, and the invoice of the selling company is created and sent to the customer. After that, an intercompany invoice is created and processed.

It is more correct to coordinate all intercompany sales schemes in advance, sign necessary intercompany contracts, and set up the scheme in the system. It also makes sense to regularly monitor intercompany sales to understand for which trade flows the intercompany scheme has not been established yet.

Intercompany sales flowchart

Links to User Guide

• Process sales orders for goods in stock
• Define delivery terms
• Check material availability
• Set up intercompany supply schemes and terms
• Define sales prices
• Check permission to ship to customer
• Carry out internal approval
• Follow up sales order progress
• Process outgoing invoices
• Process outgoing intercompany invoices

Links to Setup Guide

• Items
• Distribution warehouse structure
• Basic warehouse operations
• Intercompany
• VAT accounting