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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 Contact Person: SupplierCpA1
Customer Contact Person: CustomerCpA1


in Branch B2, set
Supplier Contact Person: SupplierCpB2
Customer Contact Person: CustomerCpB2

Whenever Branch A1 create invoices to Company B Branch B2, it uses its supplier Contact Person (SupplierCpA1) to pair with Company B Branch B2 customer Contact Person (CustomerCpB2). The transaction will rely on the supplier Contact Person and customer Contact Person 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.systems/emp/ (training server, user name: wms1001 ; password: 123456)

  1. 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.

    CompanyBranch
    A Co.A Co.-B1

    		A Co-.B2
    B Co.B Co.-B3

    		B Co.-B4

  2. Create customer and supplier account (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:

     SupplierCustomer
    Supplier ID1010 (A Company Sdn Bhd)-
    Customer ID-4703 (B Co. Sdn Bhd)
    Contact PersonA Co.-B1B Co.-B4
    Represented BranchA Co.-B1B Co.-B4
  3. Navigate to EMP configuration > Trading > Enable New Intercompany Stock Transfer Configuration, and re-log in to the system (to take effect).



  4. Next, navigate to Control Panel > Developer>Branch Maintenance > Edit branch/Branch Listing, to edit the respective branch.

    Here, A Co.-B1 and B Co.-B4 from training server is used.


    Supplier ID set up description:


    The configuration for supplier branch (A Co.-B1) as below:


    Customer ID set up description:


    The configuration for customer branch (B Co.-B4) as below:

    Click Save Changes to confirm the branch Intercompany Settings.
    Until this step, the configuration are done.

  5. To verify the configuration, you can create an invoice with above preset customer id.
    1. Go to Trading > Sales > Create Invoice
    2. Set branch as the supplier branch (e.g. A Co.-B1)


    3. 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).


    4. If the below tick box option is not appear, you might need to go thru Step 1-5c.

      As described, enable this option will allow an auto-GRN(Goods Received Note) on the customer branch(e.g. B Co.-B4).

    5. Tick on the checkbox and click Submit to auto-create the GRN at the B Co.-B4 or
    6. If the auto-GRN option is not enabled, user can GRN the invoice at 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.

      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 (Invoice No in Reference Column)

    7. If you get below error when loading the invoice no, you may check thru the above procedures.



      related issue: WMSSD-487 - Getting issue details... STATUS  


Prepared by F (Unlicensed), and you are welcome.

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