When you work with intercompany trade in Microsoft Dynamics 365 Business Central, you can automate the link between companies by releasing a purchase order in one company and having it create a matching sales order in the supplying company. This removes the need to enter the same order twice.
The process works like this: You create a purchase order in your buying company and point the purchase lines at the locations in your supply company. When you release the purchase order, Business Central automatically creates a sales order in the supply company. The sales order number appears directly on your purchase order, and the new sales order carries the same lines and the same location codes.
Creating the purchase order for your intercompany partner
The starting point is a purchase order created for your supply vendor, which is your intercompany partner. On the purchase order you add your purchase lines and choose the locations in your supply company that you want the goods sent from. This tells Business Central where the order should originate on the supply side.
Releasing the purchase order to generate the sales order
Once the purchase order is ready, you release it. Releasing the order is what triggers the intercompany flow. Business Central then creates a sales order in your supply company automatically, so you do not have to register the order manually in the other company.
After the order is released, you can see the resulting sales order number directly on your purchase order. That reference makes it easy to track which sales order matches your purchase order.
Checking the created sales order in the supply company
When you switch over to the supply company, you find a newly created sales order for your sales company. It has the same lines and the same location codes as the original purchase order. The data carries across consistently, so both companies are working from matching documents without any duplicate entry.
Q&A
What triggers the creation of the intercompany sales order in Business Central?
Releasing the purchase order in your buying company triggers it. When you release the order, Business Central automatically creates a matching sales order in the supply company.
Where do you set the location the goods are sent from?
You set it on the purchase lines of the purchase order. There you choose the locations in your supply company that you want the goods sent from, and those location codes carry over to the created sales order.
How do you find the sales order that was created from your purchase order?
The sales order number appears directly on your purchase order after you release it. You can then open the supply company to see the created sales order, which contains the same lines and location codes.