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Has anyone already experienced the charges allocation setup and the purchase order policies tab for an intercompany relationship ?
According to the e-learning, it seems to work for direct Delivery transactions only but when adding charges on the original SO I cannot find them in the header or lines of the intercompany PO created by the "direct Delivery" button. I cannot find them also in the linked intercompany SO.
Thanks for any feedback.
Hello Yohann, I guess you refer to automatic charges that shall be applied to intercompany purchase/sales orders. How did you Setup the automatic charges that you are using? I am refering to the category that needs to be selected. Did you select the intercompany percentage code or something else and have you tested whether changing this category makes a difference in your Scenario? Ludwig
I've tested a lot of things.
1/ "percent" automatic charges affected to the IC PO line -> it's replicated in the IC SO line as soon as the charge code exists in both companies
2/ "intercompany percent" charges -> it works as well, but not able to find any difference with the previous case instead that this type of charge can only apply to lines and no header. Is there something more to get on that setup?
3/ In a basic PO, you can split/allocate charges from the header to the lines.
In the intercompany setup from the IC vendor for instance, go to the General tab > Intercompany. Here you have several tabs for setting up your intercompany Policy.
Look at the "purchase order policies " and you can "allocate charge" -> I never been able to understand in which scenario it may apply ? For me it should split the charges allocated on the IC PO header with that Policy but nothing happened. I've tested many things but probably forgot something.
I have also tested the intercompany percentage category. Very Strange behavior.
Setup done :
1/ Creating a sales order for an item setup with a sales price of 20 for a quantity of 100.
2/ Creating a purchase order from the sales order (choosing the IC supplier), the price applied is 11, according to the IC setup I've done (looking for the purchase trade agreements).
3/ Looking for the charges : on the line 2 charges have been populated :
For the allocation charge setup in the IC form, still asking myself questions...
also explained here technet.microsoft.com/.../aa570131.aspx
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