Generate Intercompany Sales Orders

Form ID: (SO504000)

You use this form to specify criteria for filtering the purchase orders or returns and then to process all of the listed documents or only selected ones. By using this form, you can create intercompany sales orders for the selected purchase orders or returns.

This form can be accessed only if the Inter-Branch Transactions and Inventory and Order Management features have been enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Initiates the processing for the documents you have selected in the table.
Process All	Initiates the processing for all documents listed in the table.

Selection Area

In this area, you can define the criteria for the documents to be displayed in the table below.


Element	Description
Purchase Doc. Type	The type of the purchase document, for which a sales order will be created. You can select one of the following options: Purchase Orders: Intercompany purchase orders. Purchase Returns: Intercompany purchase returns.
Date	The date as of which the documents should be loaded. The system will load documents with a document date earlier than or the same as the specified date. By default, the current business date is specified.
Sales Order Type	The type of the sales order which will be generated from a purchase order or return.
Selling Company	The selling company or branch. The list in this box contains the companies or branches that have been extended as vendors. If the current branch of the user has been extended from a vendor, this branch will be selected by default.
Purchasing Company	The purchasing company or branch. The list in this box contains the companies or branches that have been extended as customers. By default is empty.
Copy Project Details to Generated Sales Orders	A check box that indicates (if selected) that the project settings (project code, cost code, and task ID) will be copied from the purchase documents to the sales documents. This box appears on the form if the Projects feature has been enabled on the Enable/Disable Features (CS100000) form.

Table

The table contains the list of purchase orders or returns that match the specified selection criteria.

Table 1. Table Columns
Column	Description
Selling Company	The ID of the selling company or branch.
Purchasing Company	The ID of the purchasing company or branch.
Document Type	The type of the document, from which the sales order will be generated.
Document Nbr.	The reference number of the purchase order or return.
Document Date	The date when the purchase order or return was created.
Promised Date	The date when the vendor promised that the items listed in the order will be received at their destination location.
Currency	The currency of the document.
Total Amount	The total amount of the purchase order or return.
Description	The description of the purchase order or return.
Excluded	The check box that indicates (if selected) that the purchase order or purchase return will be excluded from processing on this form.
Document Discount	The total discount in the purchase order.
Post Period	The period of the return to post transactions generated by the inventory issue.
Purchase Order Owner	The owner of the purchase order.
Purchase Return Owner	The owner of the purchase return.
Tax Total	The amount of taxes in the purchase order.
Total Qty.	Total quantity of items in the purchase order.
Workgroup	The ID of a workgroup to which the purchase return was assigned for processing.