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I work for a company that has a manufacturing sites in the UK and in the EU and both sites are using AX 2012.
The UK site supplies customers to the EU and does this by selling the product to the EU site which then sells the product to the customer. Physically the product is delivered directly from the UK site to the customer but the sales transaction is done as a triangulation.
Transactions in AX = UK site > EU site > Customer
Physical movement of goods = UK site > Customer
All of our pricing on trade agreements is based on the ship date and not the receipt date
Summary of the order process
At the start of each month I create 3 trade agreements for all of the items UK site supply to the EU (e.g. EU site to Customer SO trade agreement/EU site from UK site PO agreement/UK site to EU site SO trade agreement)
- Sales order is created in EU site and the 4 dates shown in the table below are entered onto the order header
- Click on Direct Delivery which creates an intercompany PO in EU site and an intercompany SO in UK site
- Switch to UK site and enter the 4 dates in the table below to match the 4 dates in the EU site SO
Some of the problems we have which hopefully someone can help us with are
- If the orders are entered the month before the trade agreement has been created there are no prices on the orders and someone has to manually update all 3 orders before invoicing to avoid discrepancy between PO and SO. Is it possible for orders to update prices automatically once trade agreements are posted?
- When the PO is created it uses the receipt date and not the ship date so if the receipt date is in the next month there is no price on the PO and this has to be entered manually or this causes problems. Is it necessary to have a purchase order trade agreement or can it be configured to inherit the transfer price from the intercompany SO? Can the Intercompany PO be configured to use the shipment date for pricing instead of the receipt date?
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