This is what happens in the video
When you sell items with variants across two companies, you can now see the projected inventory per variant before you commit to a delivery date. This means you can check exactly how many red items are available in your supply company before you confirm the order to the customer.
The Item Availability by intercompany/”>Intercompany view shows projected inventory broken down by variant and location. You pick the specific variant directly from that view, and it is added to your sales order line.
When you release the sales order in your sales company, the variant information is carried over to the order that is automatically created in your supply company. You do not have to re-enter the variant manually.
Creating an intercompany sales order with item variants
The starting point is a standard sales order in your sales company. You create a new sales order, choose the customer, and set the requested delivery date. Then you add the item that has variants defined on it and enter the quantity you want to sell.
You can type the variant directly on the line if you already know what you need. In most cases it makes more sense to check availability first before you commit to a specific variant.
Checking projected inventory by variant in the supply company
Instead of guessing what is in stock, you open Item Availability by Intercompany. This shows what is available in your supply company, and it now includes the projected inventory broken down by variant.
In the example, the item is available in different colors and locations. You can see, for instance, the variant with color red at the location Basic, along with the projected inventory for that variant. You pick the variant you want directly from this view and click OK.
The selected variant is then placed on the sales order line. There is no need to look it up separately or type it in by hand.
Releasing the order and transferring the variant to the supply company
Once the variant is on the line, you release the sales order in your sales company. This triggers the intercompany flow that creates the matching sales order in your supply company.
When you go to the supply company and open the sales order that was created there, you can see that the variant has been carried over. The variant you chose in the sales company appears on the order line in the supply company, so both sides are aligned without extra manual work.
Q&A
Can I see inventory per variant before confirming an intercompany sales order?
Yes. The Item Availability by Intercompany view now shows the projected inventory broken down by variant and by location in your supply company. You can pick the specific variant you need directly from that view.
Do I have to enter the item variant manually in the supply company?
No. When you release the sales order in your sales company, the variant is automatically carried over to the sales order that is created in your supply company.
How do I add a variant to a sales order line?
You can type the variant directly on the line, or you can open Item Availability by Intercompany, pick the variant you want from the list, and click OK to add it to the line.