Selling to an Intercompany Customer

Manage customer orders from an intercompany customer, from receiving the order to sending the invoice.

This process is similar to the customer ordering process (Order to Cash Process) but includes some additional steps specific to intercompany transactions, explained here.
Notice:
When an intercompany purchaser creates a purchase order for your company (as described in Making a Purchase from an Intercompany Seller), this automatically creates a customer order for your company.
  1. To display the customer order that was automatically created by the intercompany purchaser, go to the page Incoming Customer Orders.
  2. Select the line you want to display and click Details.
    The Incoming Customer Order page appears.
  3. Click Customer Order to display the customer order details.
  4. If needed, you can change the price, quantity and discount amount that are shown on the Customer Order page .
    Note:
    Charges are not synchronized with the intercompany process. The charges must be added manually to the purchase order by the purchaser and to the customer order by the seller.
    Note:
    If your purchaser makes a change on the purchase order, you can check it on the page Incoming Change Request for Customer Order. You can also display the customer order from this page.

  5. Once you have validated the customer order among your team, change its status from Planned to Released status: see Changing Customer Order Status.
  6. To send the order confirmation to you purchaser, click Share > Send Order Confirmation.
  7. Do not change the Order No, Receiver, and Media Code (they should be automatically completed) and click OK.
  8. Reserve the customer order: Reserving an Order.
  9. Deliver the customer order: Delivering a Customer Order.
  10. Create the invoice of this customer order: Creating a Full or Partial Invoice.
  11. Check and print the invoice: Printing an Invoice.
  12. Download the invoice on your computer and email it to the intercompany purchaser.