How to: Fill In and Send Intercompany Sales Documents and Purchase Documents

You use intercompany documents to post transactions with your intercompany partners. When you post an intercompany document in your company, Microsoft Dynamics NAV creates a corresponding document in your IC outbox that you can transfer to your partner. Your partner can then post the document in their company, without having to reenter the data.

The following procedure describes how to fill in and send an intercompany sales order, but the same steps also apply to intercompany purchase orders, intercompany invoices, return orders, and credit memos

To fill in and send an intercompany sales order

1. In the Search box, enter Sales Order, and then choose the related link.

2. On the Home tab, choose New to create a new sales order.

3. In the Sell-to Customer No. field, enter the number of a customer who has been assigned an intercompany partner code.

4. Fill in the rest of the fields on the document header.

5. Fill in the sales lines. Fill in the IC Partner Ref. Type and IC Partner Reference fields to indicate the item or account in your partner's company that corresponds to the item or account on the line.

6. To send the sales order before you post it, on the Actions tab, in the Functions group, choose Send IC Sales Order Cnfmn. Otherwise, the document will automatically be sent to your outbox when you post the document.

Note

You can send sales and purchase orders and return orders before posting. Invoices and credit memos cannot be sent until they are posted.

See Also

Other Resources

Handling Outgoing Intercompany Transactions
Handling Incoming Intercompany Transactions
Filling In and Posting Intercompany Journals