By using this website, you agree to our Terms of Use (click here)
Hi Everyone,
A customer has 2 companies and these 2 companies have specific functions they perform. One such scenario is "Company A" buys products (PO's) and "Company B" manages multiple different properties. What would be the best way to create an invoice from company A to company B for the products and then create a bill in company B for that invoice. This process gets cumbersome because company B has tons of properties and creating an invoice in A and then create a Bill in B is just time consuming.
Any ideas from you geniuses?
Uday,
This would require a customization as there is no out of the box way to do this. Although this wasn't an inter-company situation, we currently did this where we import AP bills into the system via an import scenario and then created a process screen to convert them to AR invoices.
-John
Are these 2 companies in the same Acumatica tenant? Or are they in two different tenants?
If they were in the same tenant, I would look at enabling the inter-branch transactions feature. This would create the due to/from accounts automatically.
Hi Megan,
Thanks for replying.
Yes, same tenant, and yes, we will be using that but it will not solve the problem since a PO from Company A might be for several customers of Company B and bills from company B need to be generated accordingly.
Thanks John. It does sound like a customization to me as well. I will update this thread after we have it configured something workable.
You can schedule an export from company A (To and FTP location for example), and then an import schedule to company B from the same location
This thing on the Acumatica 2020 R2 list related to cross company sales looks interesting for your scenario:
@timrodman Yes! I told the lead consultant about this but unfortunately its not available to test out yet
Ya, there's a Preview build, but it's not in there yet.