8
Problem description
With a sales order return that involves the Intercompany chain, an item with Batch and serial number is used. Upon return the serial and batch number is not entered onto the Return order.
The Intercompany sales order and purchase order do however contain the numbers.
EXAMPLE ON CONTOSO DEMO DATA
Setups:
DEMF company
1. Accounts payable -> All vendors ->vendors
Select Vendor = US-001
General tab > Setup > Intercompany > Trading relationship
Purchase order policies
Purchase value mapping
Sales order policies
Sales value mapping
2. Product information management
Released products
Create new Item “ 12345678” with following groups
Item Model group = FIFO
Item Group = Audio
Storage dimension group = SiteWH
Tracking dimension group = BatchSer
Click OK
Select Purchase tab
Set Vendor = US-001
Select Direct delivery tab
Enable direct delivery = Yes
Direct delivery warehouse = 11
3. Product information management
All products and product masters
a. Select Item “12345678”
b. Release products
c. Select USMF
d. Finish
USMF Company
1. Product information management
Released products
a. Select Item 12345678 > Edit
b. General Tab
Item Model group = FIFO
Item Group = Audio
Storage dimension group = SiteWH
Tracking dimension group = BatchSer
c. All units = PCS
Manage Inventory Fast tab
Default order settings
Sales order = Site = 1 and WH = 11
Manage Inventory Tab > Batches
Create new batches
2. Inventory management
Inquiries and reports> Tracking dimensions > Serial numbers
Create new serial numbers for item 12345678
3. Product information management
Released products
Select item 12345678
Manage inventory > View > On-hand inventory > QTY adjustment
Create a new on-hand
DEMF company
Accounts receivable
Orders > All sales orders > Sales orders
Create a new sales order for customer DE-010
Create sales order line for item 12345678
QTY = 1
Save sales order
Intercompany sales order and purchase order will be created.
On Original Sales Order > Manage Tab > Select Intercompany sales order
On Intercompany sales order > Select sales order line > Update Line > Pick
Add picking line > Set Batch number and serial number
Confirm Pick all
Post Packing slip
Post Invoice
Close Intercompany sales order
On Original Sales Order > Manage Tab > Purchase order
Post the Invoice
Close purchase order
On Original Sales Order > Sales order is now delivered
Invoice the sales order
Click ok
Sales order will be Invoiced
Close
Sales and Marketing
Sales Returns > All Returns
Create a new Return order for DE-010
Select Find Sales order
Select Sales order from above and complete the Batch number and serial number
Intercompany chain orders will be created
On Return order Header > Select Sales order field and sales order will open
On Sales order, the batch and serial number will be entered
On Sales order > Manage Tab
Open the Purchase order > View line details
The batch and serial number have been completed
Select Intercompany sales order > View the lines
ACTUAL RESULT
The Batch and Serial number fields are empty
EXPECTED RESULT
The Batch and Serial number fields need to be completed with the Batch and Serial numbers
With a sales order return that involves the Intercompany chain, an item with Batch and serial number is used. Upon return the serial and batch number is not entered onto the Return order.
The Intercompany sales order and purchase order do however contain the numbers.
EXAMPLE ON CONTOSO DEMO DATA
Setups:
DEMF company
1. Accounts payable -> All vendors ->vendors
Select Vendor = US-001
General tab > Setup > Intercompany > Trading relationship
Purchase order policies
Purchase value mapping
Sales order policies
Sales value mapping
2. Product information management
Released products
Create new Item “ 12345678” with following groups
Item Model group = FIFO
Item Group = Audio
Storage dimension group = SiteWH
Tracking dimension group = BatchSer
Click OK
Select Purchase tab
Set Vendor = US-001
Select Direct delivery tab
Enable direct delivery = Yes
Direct delivery warehouse = 11
3. Product information management
All products and product masters
a. Select Item “12345678”
b. Release products
c. Select USMF
d. Finish
USMF Company
1. Product information management
Released products
a. Select Item 12345678 > Edit
b. General Tab
Item Model group = FIFO
Item Group = Audio
Storage dimension group = SiteWH
Tracking dimension group = BatchSer
c. All units = PCS
Manage Inventory Fast tab
Default order settings
Sales order = Site = 1 and WH = 11
Manage Inventory Tab > Batches
Create new batches
2. Inventory management
Inquiries and reports> Tracking dimensions > Serial numbers
Create new serial numbers for item 12345678
3. Product information management
Released products
Select item 12345678
Manage inventory > View > On-hand inventory > QTY adjustment
Create a new on-hand
DEMF company
Accounts receivable
Orders > All sales orders > Sales orders
Create a new sales order for customer DE-010
Create sales order line for item 12345678
QTY = 1
Save sales order
Intercompany sales order and purchase order will be created.
On Original Sales Order > Manage Tab > Select Intercompany sales order
On Intercompany sales order > Select sales order line > Update Line > Pick
Add picking line > Set Batch number and serial number
Confirm Pick all
Post Packing slip
Post Invoice
Close Intercompany sales order
On Original Sales Order > Manage Tab > Purchase order
Post the Invoice
Close purchase order
On Original Sales Order > Sales order is now delivered
Invoice the sales order
Click ok
Sales order will be Invoiced
Close
Sales and Marketing
Sales Returns > All Returns
Create a new Return order for DE-010
Select Find Sales order
Select Sales order from above and complete the Batch number and serial number
Intercompany chain orders will be created
On Return order Header > Select Sales order field and sales order will open
On Sales order, the batch and serial number will be entered
On Sales order > Manage Tab
Open the Purchase order > View line details
The batch and serial number have been completed
Select Intercompany sales order > View the lines
ACTUAL RESULT
The Batch and Serial number fields are empty
EXPECTED RESULT
The Batch and Serial number fields need to be completed with the Batch and Serial numbers
STATUS DETAILS
Needs Votes