Case Study: Set up intercompany purchase and sales transactions for retail stores
The Customer Implementation Readiness team at Microsoft validates AX 2012 functionality for specific scenarios. This is the first in a series of blog posts that describe the scenarios that we have tested, and how we tested them.
Scenario
In this scenario, we validate that retail stores in company USRT can be replenished from a distribution center in company USMF.
The stores are represented by warehouses and Retail stores in AX 2012, and the distribution center is represented by a warehouse.
Steps in setting up intercompany trade for this case study:
- Set up company USMF as a vendor in company USRT
- Set up company USRT as a customer in company USMF
Focus
The document describes the configuration and set up steps for the scenario.
Related documentation
The scenario we followed is described in the documentation Set up vendors, customers, and items for intercompany trade. It assumes that you have previously configured the correct parameters, described in Set up intercompany trade.
Detailed validation steps
Set up company USMF as a vendor in company USRT
- In AX 2012 R2 client, log in to company USRT.
- Go to Procurement and sourcing> Common> Vendors> All vendors and create a new vendor.
- Choose Group = Intercompany Vendor.
4. On the Action Pane General tab, click Intercompany.
The intercompany vendor number (that is getting set up) is defaulted under Trading Relationship> Purchase Relation.
5. On the Purchase order policies tab, set up purchase actions.
Choose the information that you want to post or print automatically and select the data that can be editable or searchable during transaction processing and choose the information that you want retained from one document to another in the Intercompany flow.
6. On the Purchase value mapping and set up whether you want to retain purchasing values from the company making the intercompany purchase. In this case choose Our as the value otherwise choose External as the value.
7. On the Purchase agreement policies tab select the data that can be editable during transaction processing.
8. Click Close.
Set up company USRT as a customer in company USMF
- Switch to company USMF.
- Go to Sales and marketing> Common> Customers> All customers and create a new customer.
- Choose Group = Intercompany Customer.
4. On the Action Pane General tab, click Intercompany.
5. The intercompany customer number (that is getting set up) is defaulted under Trading Relationship> Sales Relation.
6. On the Sales order policies tab, set up sales actions.
Choose the information that you want to post or print automatically and select the data that can be editable or searchable during transaction processing and choose the information that you want retained from one document to another in the Intercompany flow. You must also select a Payment Journal.
7. On the Sales value mapping tab, set up whether you want to retain sales values from the company making the intercompany sale. In this case choose Our as the value otherwise choose External as the value.
8. On the Sales agreement policies tab, select the data that should be editable during transaction processing.
9. On the Trading relationship tab, select Active to make the intercompany relationship active.
10.Click Save.
Validate that the trading relationship is active from the customer
You can check whether a trading relationship is active by going to the customer or the vendor. In this case study, we will do both.
- In USMF company, go to Sales and marketing> Common> Customers> All customers and double-click USRT.
- Open Miscellaneous details FastTab.
- In the Intercompany section, you can see the linked intercompany vendor account, company code and active status.
Validate in Vendor Master
- Switch to the USRT company.
- In Procurement and sourcing> Common> Vendors> All vendors, and double-click USMF.
- Open the Miscellaneous details FastTab.
- In the Intercompany section, you can see the linked intercompany vendor account, company code and active status.
