Handling a sales order with lines with delivery from both an Intercompany partner and your own inventory

Features for the Sales Person in the Sales Company
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Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details 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

Well, sometimes when we create a sales order, we only need some of the items to be shipped from our supply company, the rest of the items we can actually just deliver from own inventory.

This is what happens in the video

So here I have a sales order for a customer, I have a requested delivery date, and I’m going to type into sales lines here. The first one is going to be the bicycle for two pieces, and it’s going to be sent from my intercompany vendor.

So I’m going to go into item availability by intercompany, and choose a location.

And the next item here, it’s going to be this one here. I actually just want to deliver this from my own company. So I’ll just delete the buy from vendor number there, and just type in here.

So now when I release the order, I will get a purchase order for my Supply Company only for the city bike. So let’s release the order here. Just click on the line here, Order, drop-ship, purchase order.

I can see now that there has been created a purchase order for only one item. And when I go to the Supply Company, look on my sales order here. Should be the last one here.

We can see as well that we have created a sales order for only one item.