The intercompany trade process for hours and expenses

If an employee books hours or expenses spent on behalf of another department, LN checks if an intercompany trade relationship with the intercompany trade scenarios Labor and Expenses is present for the employee's department and the department of the order or project.

Hours are booked in these sessions:

• General Hours (bptmm1111m200)
• Project Hours (bptmm1111m000)
• Production Order Hours (bptmm1120m000)
• Service Order Hours (bptmm1130m000)
• Work Order Hours (bptmm1140m000)
• Assembly Hours (bptmm1160m000)
• Project (PCS) Hours (bptmm1170m000)

Expenses are booked in these sessions:

• General Expenses (bptmm1111m300)
• Project Expenses (bptmm1111m100)

If such a relationship is present, an intercompany trade order is created for each hours or expense line that is saved.

If required, the user can adjust the data on the intercompany trade order, such as the intercompany trade price.

The intercompany trade order must be approved by the buying department (the owner of the order or project) and the department of the employee (the selling department). Approval can be performed automatically or manually.

Approval is also supported by a workflow application.

The hours and expenses are approved.

The approved hours and expenses are processed. If intercompany trade is applicable, processing is only allowed after the intercompany trade order is approved as well. After processing, the financial transactions and the intercompany trade transaction lines are created.

When the hours and expenses are processed, the intercompany trade transaction lines are created.

The status of the intercompany trade order is set to In Process if one or more transaction lines are created. Changes to the intercompany trade order are no longer allowed.

When transaction lines are created, the internal 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.