Share
Report
584Hi All
We are looking at a way to transfer inventory items between legal entities. It's a bit of an odd situation, as our financials are not in D365 and chargebacks will be done outside of the system
Our current workflow for procurement is as follows
- Create PO in D365
- Receive in D365
- Enter Vendor Invoice and 3-way match in D365
- Send payable to finance system via integration (right now no payments are brought back, so all vendors show a huge open balance)
Our IT department (part of HQ entity that is not yet in D365) is insourcing equipment purchasing, prep and distribution to and retail and manufacturing locations, so they want to use D365 as follows:
- Create PO for server in D365
- Receive server at HQ staging location (IL) in D365
- Enter Vendor Invoice and 3-way match in D365
- Send payable to finance system via integration
- Prep Server for deployment (no ERP activity)
- Transfer to retail location in MA, for example (possibly with Fedex/UPS integration)
We're trying to find a way to do this transfer (step 6) without a sales order/purchase order. We just need to move from inventory in HQ location in IL entity to retail location in MA entity (in this example). In MA, it will sit in inventory for now. The accountants will use the transfer/inventory records to determine chargebacks (e.g. Charge Ma for the server that was shipped). Right now, this is all done offline and there's no requirement to bring the chargeback and fixed assets stuff into the ERP.
Is there a way to accomplish this in D365 F&O? (ultimate fallback is adjust out of inventory in IL HQ and adjust into inventory in MA)
Right now, we do not have any intercompany trading setup
Thanks
Mark
All responses (
Answers (
