IC Order Processing
Beginning From a Purchase Order
Buying and selling inventory between related entities in GP can be a time-consuming process if you have to create the purchase order in one company, create the sales order in another company, fulfill and transfer the sales order to an invoice, and then switch companies again to create the PO receipt. IC Order Processing can automate the creation of many of these documents.
This entry in our IC Order Processing (aka POPSOP) series of blog posts is going to cover our most common scenario when it comes to initiating the POPSOP process. To learn more about the GP setups necessary to implement POPSOP or review the POPSOP setups, please see the other blog posts in our IC Order Processing series.
In this scenario, the POPSOP process is initiated by creating a purchase order using the POPSOP vendor that we’ve linked to a customer in the selling company. Once that purchase order is released, POPSOP will automatically create a sales order in the selling company. Allocating and fulfilling the sales order in the selling company and transferring it to an invoice will cause POPSOP to generate a purchase order receipt back in the buying company.
Here’s how this looks in GP. Below is the vendor – customer relationship that I’ve set up between my buying company, Aquila, and my selling company, Ophiuchus. Each time I create a purchase order in Aquila using this vendor ID and print the PO to release it, POPSOP will generate a sales order in Ophiuchus.
Here’s the purchase order in Aquila. Using the POPSOP vendor and clicking the Print button will release this purchase order to kick off the POPSOP process.
POPSOP will also print a report showing the buying company, the document type, and the document number in the buying company (blue) and it will also show the selling company, the destination document type, and the destination document number for the sales order in the selling company that is generated when the buying company purchase order is released.
POPSOP will generate a sales order in the selling company Ophiuchus. I’ll allocate and fulfill this sales order and transfer it to an invoice (please note that there are options discussed in the IC Order Processing Setup Window blog entry that can automate the fulfillment and transferring the sales order to an invoice).
POPSOP will generate a purchase order receipt after generating a POPSOP report showing the selling company, the source document type, and the source document number (orange), and the destination buying company, the destination document type, and destination document number.
Again, there are additional options that are discussed in the IC Order Processing Setup Window blog entry to automate the posting of the purchase order receipt. If the posting of the purchase order receipt is not set to be automated, it can be posted whenever we’re ready to do so.
Please see our other blog posts in the IC Order Processing series for more information on how to set up GP for POPSOP, how to set up POPSOP, and to learn more about other ways to initiate the POPSOP process.