Product documentation
Manual processing effort
Intercompany (IC) purchase invoices in receiving companies can only be generated one order at a time. With high order volumes, this leads to delays, manual workload, and operational bottlenecks.
No validation before invoicing
Sales invoices in the selling company can be posted even when the corresponding purchase receipt in the receiving company is incomplete. This results in matching issues supposing that three-way matching is applied (received quantity <> invoiced quantiy).
Limited visibility on quantity mismatches
Users lack a consolidated view of sales deliveries versus purchase receipts. Identifying mismatches requires manual investigation per order.
Automated, scalable IC invoice processing
A new periodic batch process automatically generates IC purchase invoices for all receiving companies based on posted IC sales invoices.
This removes the need for user interaction per order and supports high-volume processing.
Controlled and reliable sales invoicing
A configurable validation ensures that sales invoices can only be posted when the received quantity in the receiving company matches the delivered quantity in the selling company.
Clear monitoring of exceptions
A dedicated query form provides a complete overview of sales order lines where quantities are not in balance, enabling quick follow-up and correction.
Centralized processing in the selling company
All periodic processes run centrally, allowing either a single batch to handle all receiving companies or multiple batches for performance optimization.
When a sales order is created and shipped in the selling company, the corresponding information becomes available in the Check intercompany sales order – purchase order balance form.
This form shows all delivered sales order lines for IC customers that have been configured in the Batch invoicing of intercompany purchase orders setup with a matching delivery method.
Adding this form as a workspace tile provides a quick overview of delivered order lines that are not marked yet Ready for invoicing.
The periodic batch job Check sales order quantity–purchase order balance, updates two fields on each sales order line:
The job compares the delivered quantity on the IC sales order line with the received quantity on the linked IC purchase order line in the receiving company.
Run the standard periodic batch job to post sales invoices for all delivered sales orders.
Before running this batch:
Only these lines will be included in the sales invoice.
After the sales invoice batch has completed, run the new periodic job Generate intercompany purchase order invoices to create the related IC purchase order invoices.
This ensures that the purchase invoice is generated as soon as the sales invoice exists.
Important remarks
Important
A new form, Intercompany sales order – purchase order status overview, provides a full picture of all quantities, like ordered, delivered, deliver remainder, received, invoiced. On the left side, all sales order details are shown. On the right side, the related IC purchase order quantities are displayed in green for all customers included in the Batch invoicing of intercompany purchase orders setup.
Note
System administration > Setup > License configuration
Enable the configuration key Batch invoicing of intercompany purchase orders, which is a child key of HSO Order entry optimization.
Accounts receivable > Setup > Batch invoicing of intercompany purchase orders setup
Use this setup to define for which customers and delivery methods the quantity balance check must be applied.
This configuration is used:
• When running the Check sales order quantity–purchase order balance job
• As a filter when running Generate intercompany purchase order invoices
| Field | Description |
| Customer (invoice account) | All IC sales orders with this invoice account are selected |
| Delivery method | All IC sales orders with this delivery method are selected |
| Enable/disable balance validation | Only orders for which this parameter is enabled will be updated when the Check sales order quantity–purchase order balance is executed |
| Do not apply line matching policy | When intercompany purchase orders are generated, the line matching policy value Not required will be applied |
| Field | Description |
| Journals per task | Controls how many journals are posted per batch task when running Generate intercompany purchase invoices. |
Accounts receivable > Periodic tasks > Check sales order quantity–purchase order balance
This job checks all delivered sales order lines and updates Ready for invoicing to Yes when the received IC quantity equals the delivered quantity.
Accounts Receivable > Invoices > Batch invoicing > Invoices
Setup a periodic sales order invoicing batch and adjust the query to include only lines where Ready for invoicing = Yes.
Accounts Receivable > Periodic tasks > Generate intercompany purchase order invoices
This function will look at all invoiced sales orders for the customers/delivery method setup in the Batch invoicing of intercompany purchase orders setup table and executes the generate intercompany invoice function which is also present on the sales order invoice journal.