Creating purchase orders in the Sales company and seeing projected inventory in the Supply company

Features for the Purchaser
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Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Intercompany" which is available at Microsoft AppSource. Click to visit AppSource. Intercompany

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Presenter: Cecilie Merwald Bertelsen

Okay, so in some cases, I want to use the intercompany app for the purpose of buying items from my other companies.

This is what happens in the video

So in this case, I’m in what I call a sales company, and here I want to create a purchase order for my Supply Company because I want them to send me some items. So I’ll create a purchase order here.

For my intercompany vendor; I will enter a requested delivery date. This date is important when looking into what is actually available on stock in my Supply Company.

I will enter a line, choose my item, and a quantity, and what I want to do next is to see what is actually available in my supply company. So I click here on line, item availability by into company. And what I see here now is what is actually available in my Supply Company.

We can see here; we have these two locations available to pick from, and right now there’s a remaining quantity on 62 and 188, that is actually what is on stock right now, but for both locations, there are some gross requirements, those could be other sales order needing the items.

And here we have schedule receipt which is, could be purchased orders that are coming into my stock.

So what I have the last here is the projected inventory that shows what is actually available for the requested delivery date.

So here I can just pick any location that I want, let’s just choose this one here, and click OK. And what you see now is that the buy from vendor location code is now filled in here. So when I release the order, this location code is sent with, on the order.