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We have US and Mexico MX operating unit. MX creates PO it will be customer po in US.
US Sales Order MX customer PO , US org Ship to MX destination. MX uses the PO to receive. Until they receive we keep US Order Line on Hold. Once MX receives we release the hold for invoicing. We have an issue wherein MX did not receive but we release hold by mistake and invoice created. Revenue increased but MX did not receive. How to handle this scenario ? Our Finance does not want this Invoice to show up and increase revenue as MX did not receive. Does this fall under Intercompany Sales Orders. but we are not using intercompany setups but instead custom code to create sales order in US based on customer PO (PO in Mexico). Please suggest.
Since this invoice is created in error, 1st thing needs to be done is to Credit Memo the invoice and set it to Do Not Print so that it doesn’t reach out to the customer. Then, in order to ensure that this does not happen in future, if your company policy allows please the bill plan under hold and create internal process to have 2 factor authentication before invoice release. The person who is in charge of approving the invoices should also keep a tab of this.
This is an intercompany trade as within the same mother company there are two BU operating in an interconnected way.
sorry i forgot to mention US OU US LE USBG and MX OU MX LE MXBG. Can we use Intercompany across BG also? we use intercompany across LE in 1 BG or multiple.Please suggest.
Intercompany can be used across all divisions and BU's. So if BG is listed and mapped as one of the partnering or interrelated operating units of the organizations, it can be used.
