Can you raise a sales order and invoice without shipment?

Caroline,

We are in a similar situation in our European offices. The only way to do this in my opinion is to process a PO in the subsidiary (to the parent), receive, and then ship to the customer (even if the inventory never arrives at the subsidiary). This causes a lot of extra work for the data entry folks, however, it provides accounting with proper financial data (i.e. cost at the subsidiary, sales revenue, etc).

Because this is a lot of extra work I have created several Service Connect workflows to automate this process. When a PO is created in the subsidiary, a BPM calls the service connect work flow and automatically created a SO in the Parent company (sold to the subsidiary and ship to the end customer) and processes the shipment. In addition, it receives the goods into the subsidiary, creates a SO in the subsidiary to the end customer and processes the shipment. From there accounting will need to create two invoices, one in the parent to the subsidiary and on in the subsidiary to the customer (but you could automate that as well if you wanted).

For our organization this works very well and the data entry person only creates a PO to the parent and the rest is done for them.

Michelle de la Vega
Business Applications Manager
Cold Jet, LLC
455 Wards Corner Road
Loveland, Ohio 45140
USA
+1 513-716-6400 (office)
+1 513-382-3281 (mobile)
+1 513-831-1209 (fax)
www.coldjet.com<http://www.coldjet.com>
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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Caroline
Sent: Tuesday, May 11, 2010 5:54 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Can you raise a sales order and invoice without shipment?



Hi, We are using (basic) multi-site for a subsidary. The subsidary will receive order from end customer and send a purchase order to parent company who will forfill order and drop ship to end customer. The subsidary will invoice the end customer. The customer requires an order acknowledgment. The parent will invoice subsidary.
We are trying to keep as simple as possible. We would like to be able to raise sales order and then invoice this sales order but we do not have any stock in subsidary and do not want/need to make a shipment. How can we invoice from a sales order without having to raise shipment?
Many thanks, Caroline.



[Non-text portions of this message have been removed]
Hi, We are using (basic) multi-site for a subsidary. The subsidary will receive order from end customer and send a purchase order to parent company who will forfill order and drop ship to end customer. The subsidary will invoice the end customer. The customer requires an order acknowledgment. The parent will invoice subsidary.
We are trying to keep as simple as possible. We would like to be able to raise sales order and then invoice this sales order but we do not have any stock in subsidary and do not want/need to make a shipment. How can we invoice from a sales order without having to raise shipment?
Many thanks, Caroline.