This guide explain the setup configuration for new Intercompany Stock Transfer| Jira Legacy |
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| server | JIRA (wavelet.atlassian.net) |
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| columns | key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution |
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| serverId | 41baadef-a6e2-336f-a3c8-36a5b20d038a |
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| key | WMSSD-487 |
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, due to limitation of previous configuration.
Scenario:
Company A has Branch A1 and Branch A2;
Company B has Branch B1 and Branch B2....
In branch setting, we include two new columns and inputs as below:
e.g. in Branch A1, set
Supplier contactperson: SupplierCpA1
Customer contactperson: CustomerCpA1
in Branch B2, set
Supplier contactperson: SupplierCpB2
Customer contactperson: CustomerCpB2
Whenever Branch A1 create invoices to Company B Branch B2, it uses its supplier contactperson (SupplierCpA1) to pair with Company B Branch B2 customer contactperson (CustomerCpB2). The transaction will rely on the supplier contactperson and customer contactperson only, so two ways selling and buying from crossing companies will become more convenient than previous setting(one customer and supplier for one way transaction, specified selling and buying company).
Below is the procedures to set up new Intercompany Stock Transfer.
A scenario used throughout the guide is taken from wavelet-training.wavelet.biz/emp (training server).
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Identify selling and buying companies and its branches.
E.g. A Co. has 2 branches namely A Co.B1 and A Co.B2.
On the other hands, there is B Co. which has 2 branches namely B Co.B3 and B Co.B4.
| Company | Branch |
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| A Co. | A Co.-B1 |
| | A Co-.B2 |
| B Co. | B Co.-B3 |
| | B Co.-B4 |
Here assume that
A Co. and B Co. are already registered group company.
A Co. only allows A Co.B1 to do intercompany stock transfer to B Co and B Co. only allows B Co.B4 to receive intercompany stock from A Co.
In short:
| | Supplier | Customer |
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| Company | A Co. | B Co. |
| Branch | A Co.-B1 | B Co.-B4 |
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Create customer and supplier id(to represent buying and selling company respectively) with contact person(to represent branch of the company).
Below is the sample for above scenario.
Supplier ID and customer ID with contact person is created as below:
| | Supplier | Customer |
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| Supplier ID | 1010 | - |
| Customer ID | - | 4703 |
| Contact Person | A Co.-B1 | B Co.-B4 |
| Represented Branch | A Co.-B1 | B Co.-B4 |
*Example taken from training server(as at 6 March 2015).
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- Menu Path: Trading > Sales > Create Invoice
- Set branch as the supplier branch (e.g. A Co.-B1)
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- Click customer and make a search. Please mind that must select the contact person (B co.-B4 B Co. Sdn Bhd) instead of the main customer ID (Account Name: B Co. Sdn Bhd in middle column).
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- If the below tick box option is not appear, you might need to go thru Step 1-5c.
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As described, enable this option will allow an auto-GRN (Goods Received Note) on the customer branch (e.g. B Co.-B4)
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- on the checkbox and click Submit to auto-create the GRN at the B Co.-B4 or
- If the auto-GRN option is not enabled, user can GRN the invoice at
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- Trading > Intercompany Stock Transfer > Create, using the invoice number, and Click GENERATE GRN NOW! to complete the Intercompany Stock Transfer. user may change the GRN Date.
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User can check Intercompany Stock Transfer Listing for the correct invoice and also GRN Listing (Branch: B Co.-B4) to check verify the correct branch has GRN the invoice
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- (Invoice No in Reference Column)
- If you get below error when loading the invoice no, you may check thru the above procedures.
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| title | Sales Return - Manual Create Purchase Return |
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| title | Sales Return - Auto Create Purchase Return |
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- Configuration to enable the "Auto Create Purchase Return" under EMP Configuration under Intercompany
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| title | Purchase Return - Manual Create Sales Return |
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- Menu Path: Trading > Purchase > Purchase Return by GRN
- Make sure GRN is created from Intercompany Stock Transfer transaction, user may refer to GRN Listing to check the GRN number
- Key in the GRN # and click submit
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| title | Purchase Return - Auto Create Sales Return |
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- Configuration to enable the "Auto Create Sales Return and Supplier Credit Memo" under EMP Configuration under Intercompany
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- Credit Memo is auto-created for the Sales Return
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Related Wiki Pages:
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| Search Results |
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| spacekey | WMS |
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| maxLimit | 5 |
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| query | INTERCOMPANY |
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| type | page |
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