Hello, Im currently faced with a prospect seeking multiple companies and inter company accounting.This prospect has a peculiar need. The prospect is an export house and has two business units (say A and B.Both export houses). At times, A procures materials and processes it. However,due to the law of the land, business unit A cannot export these items. However, Business Unit B can export these goods.In such a scenario, the prospect has to transfer these items/materials to Business Unit B so that export is made possible. Physical movement of goods is not done since that would involve taxes. At present, they are manually re entering the items in the inventory of business unit B and destroying the bills that show the procurement in business unit A.No record for the purchase or transfer of goods exists in Business Unit A. Is it possible to effect the transfer of a purchase order / documents from one business unit to another? Thanks and Regards, Ramya
I’m not sure, but BIZTALK could be a solution. Another way is to use setup checklist to copy datas between 2 companies but anyway you have to delete purchases in one of them.
Hi Ramya, Your clients requirement is quite unique in the sense that it is not the common business practice to “destroy bills” and recreate the same in another. Additionally is it 2 different business units under the same company or is it 2 different business entities ? You could customize it so as to create a new PO in the second company and correspondingly delete the original PO in the first company but the relevant treatment in the books of accounts is to be kept in consideration ?
Code wise, this is very simple, but you really need to define the liability issue clearly. Most countries do have a law that goes something like “you can’t basically do something if the only reason for dping it is to avoid paying tax.” in such a blatant case as this, you would have to prove gross incompetence to not be found legally liable.
I am also facing a similar situation…in which i may have to go for transfer between companies…i am working for a group of companies…there being 2 companies in the group…an item is manufactured by one…and it may be sold by another…but in this case if the company that is not manufacturing sells the items then…it has to purchase that item from the manufactring company…so that it adds as a profit to the manufacturing company…Now the probs is that…what process to follow and how…so that if the item is manufactured by company A…and then transfered to company B…and then sold by company B…i donnt know how to go about that…
Hi, if you were in germany and would ask this question you were caught by justice ! It looks like avoiding of export rules, that you have to programm and this all over the world an illegal transaction ! If there is a chance to go, I would go !
Hi, Another process can be using dirrent numbering series , customer posting group and bus. posting group for that specific customer. Create intercompany sales and purchase orders with a seperate numbering series. Keep seperate GL Accounts for this kind of transactions and link with appropriate posting setup, so they can be removed while generating the financial satements using account schedule and when you r reporting to tax authority, you can apply no. series filter. Cheers
Thanx guys! However, because of the legal angle to this, we are looking at a proper valid legal solution to their problem and regularize things rather than aiding them in this. However, technically speaking, I think we can do this by setting up a proxy company wherein the user keys in such “unique” orders and later from this proxy, dataports to the actual company from which the sales actually happen and hence show the transactions as if they happened in the exporting company[}:)]. Also, by doing this,a record is maintained of all such "transfer " transactions. [:)] Thanks ramya venkat
Given that you have a valid legal solution then… You don’t need to write dataports to move data: within one database you can copy data items from one company to another. look at rec.CHANGECOMPANY();
Hi Ramya, I have couple of clients who has asked for similar functionality. I have developed a prototype for demo, which was approved by the clients. I will try to explain the process in simple langauge. An entry (Ex: Debit Entry)is created in Company A. On posting the entry in Company A, a reverse entry (Credit entry) is created automatically in Company B. There is quite a setup required (on time setup) for this functionality. If you need more information, please don’t hesitate mail me. Sudhakar
Hi, We have developed a module which solves your requests. It is currently working for 2.60 version and upper (up to 3.70) in manufacturing and comercial companies. Please contact me at sp@olivia-sistemas.com for further information. Best regards, Susana Palomar
Hi! i can propose of a better solution and that is to take business unit as a global Dimension. U can then procure an item from BU A and then can sell the item to BU B at zero cost. Which can export the item and the profit for that can be transfered to BU A, as it was having a zero cost for BU A.and this will solve all problem.