- Adjust and approve
The initial status of an intercompany trade order is Open.
You can change the data of the intercompany trade order, such as the pricing
data or the tax data.
If manual approval is specified for the intercompany trade
order, both the selling and the buying part of the order must be approved
before transaction lines can be created, cost and revenue transactions can be
posted, or, if specified, internal invoices can be created and
sent.
To approve an individual intercompany trade order, from
the appropriate menu of the Intercompany Trade Order (tcitr3600m000) session or the Intercompany Trade Order (tcitr3100s000) session, select:
- Seller Approve Intercompany Trade Orders to approve the
selling part.
- Buyer Approve Intercompany Trade Orders to approve
the buying part.
You can also perform approval by batch using the Buyer Approve Intercompany Trade Orders (tcitr3200m100) and the Seller Approve Intercompany Trade Orders (tcitr3200m000) session.
Approval is also supported by a workflow
application.
- Approved - ready for further processing
When both the buying and the selling organization have
manually or automatically approved the intercompany trade order, the
transaction lines can be created. The order status changes to Ready for Process.
You can still change the pricing data of the intercompany
trade order. If you do, the status reverts to Open.
In this case, automatic approval is not allowed.
If workflow is used and, during the approval process,
changes are made to the originating business object that affect the
intercompany trade order, the intercompany trade order must be recalled from
workflow and resubmitted after the required adjustments have been
completed.
- Transaction lines present, posting and invoicing in
progress
The status is set to In Process if one or more transaction lines are created for the
intercompany trade order. Changes to the intercompany trade order are no longer
allowed. Cost and revenue transactions, and, if internal invoicing is
specified, internal invoices are posted for the transaction lines. The
transaction line status shows the progress of this process. See Intercompany trade transaction lines - procedure.
- Posting and invoicing completed, close and remove
intercompany trade order
You can close an intercompany trade order if the cost and
revenue transactions and, if specified, the invoice lines of the transaction
lines are posted, which is indicated by transaction line status Posted or Invoiced.
Intercompany trade orders are closed manually or batchwise
using the Close Intercompany Trade Orders (tcitr3200m200) session. The order status is
changed to Closed.
You can remove closed and cancelled intercompany trade
orders in the Remove Intercompany Trade Orders (tcitr3200m300) session.
Cancel, delete, or change the intercompany trade
order
An originating order or order line can be cancelled or deleted,
or the to- entity can be changed, before deliveries are made. These activities
can be performed before or after the intercompany trade order is approved, so
the status can be Open or Ready for Process.
An intercompany trade order receives the Cancelled status if the originating order or order line
is:
- Cancelled
- Deleted
- The to-entity of the originating order is changed and no
intercompany trade relation is defined for the from- entity and the new to-
entity.
If the to- entity of the originating order is changed and there
is an intercompany trade relationship between the from - entity and the new to-
entity, a new intercompany trade order is created that overwrites the old
order.
Other changes on the originating order, such as the delivery
date or the item, are updated on the intercompany trade order. The status is
reverted to Open and re-approval is required.