Some Thoughts about Intercompany Orders or What Happens If There is Something to Correct

It really doesn’t matter where you start your intercompany order process from, purchasing site or sales site. One fact in AX is that the sales site is more dominant– meaning it determines what you can change on the orders. As long as the sales order isn’t invoiced you can make changes accordingly for good accounting rules to both. But if the sales order is invoiced you cannot change anything on the purchase order that would affect price or value. These fields are locked.

It actually makes sense that AX acts in that way as sales orders and purchase orders always are in sync. Another very important example on that is the way you handle freight charges. The setup of these needs to be the same in both companies involved. So with intercompany between European and US entities using items to charge freight may not be the best way as in Europe with the Intrastat reporting requirements in place. Intrastat needs to have the freight shown by commodity code, lots of set up and maintenance to say the least.

Back to our example from the beginning. The only way to change something that would affect value or price on the intercompany purchase order would be to reverse the process starting at the sales order process. Open up the intercompany sales order by processing a sales order credit note, change the values / fields on the intercompany purchase order and post the sales order invoice again and then process the intercompany purchase order.

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