Intercompany Trade Purchase Dashboard (tcitr3300m300)

Use this session to view the buying part ( the internal party that buys goods or services from another internal party) of the intercompany trade order information, for a specific financial entity. You can view the realized intercompany trade data in the in-context graph, based on the specified intercompany trade scenario and the Specific Selection criteria, such as project, item, and intercompany trade classification.

Filters

You can use this filters to display the intercompany trade orders and the transaction lines:

General
By Financial Entity, Intercompany Supplier, Scenario, or by a combination of the filter options specified in these group boxes.
Additional
By Specific Selection.

Graph

The estimated and realized (actual) amounts are displayed in a graph, in the Realized Intercompany Trade group box. The data in the graph is displayed based on the period setting in the Graph Settings group box, wherein the currency, number of periods, period type, and the last period can be specified.

Tabs

This session includes these tabs:

Orders
Refers to the Intercompany Trade Order - Purchase (tcitr3600m300) session. When you click a line, the Intercompany Trade Order - Purchase (tcitr3600m300) session is started. To view the order details of this session, select a line, click Details on the References menu. The Intercompany Trade Order - Purchase (tcitr3100s300) session starts.
Transaction lines
Refers to the Intercompany Trade Order Transaction Line - Purchase (tcitr3610m300) session. When you click a line, the Intercompany Trade Order Transaction Line - Purchase (tcitr3610m300) session is started.

Note:

Only intercompany trade orders with the status, In Process and Closed are displayed in the grid.
The check marks in the Filter section indicate the filters that are activated in this session.

Field Information

General

Financial Entity

Enterprise Unit: The enterprise unit of the buyer based on which the intercompany trade orders and transaction lines are filtered.
Description: The name of the enterprise unit.
Financial Company: The financial company associated with the buyer's enterprise unit.

Intercompany Supplier

Enterprise Unit: The enterprise unit of the supplier based on which the intercompany trade orders and transaction lines are filtered.
Description: The name of the enterprise unit.
Financial Company: The financial company associated with the supplier's enterprise unit.

Scenario

External Material Delivery Sales: Click External Material Delivery Sales to activate this filter. The intercompany trade orders with the scenario type, External Material Delivery Sales, are displayed.

Note: You can also view the count of the lines for the filter.
External Material Direct Delivery: Click External Material Direct Delivery to activate this filter. The intercompany trade orders with the scenario type, External Material Direct Delivery, are displayed.

Note: You can also view the count of the lines for the filter.
Internal Material Delivery: Click Internal Material Delivery to activate this filter. The intercompany trade orders with the scenario type, Internal Material Delivery, are displayed.

Note: You can also view the count of the lines for the filter.
Freight: Click Freight to activate this filter. The intercompany trade orders with the scenario type, Freight, are displayed.

Note: You can also view the count of the lines for the filter.
Subcontracting Depot Repair: Click Subcontracting Depot Repair to activate this filter. The intercompany trade orders with the scenario type, Subcontracting Depot Repair, are displayed.

Note: You can also view the count of the lines for the filter.
Internal Service Delivery: Click Internal Service Delivery to activate this filter. The intercompany trade orders with the scenario type Internal Service Delivery are displayed.

Note: You can also view the count of the lines for the filter.
Labor: Click Labor to activate this filter. The intercompany trade orders with the scenario type, Labor, are displayed.

Note: You can also view the count of the lines for the filter.
Expenses: Click Expenses to activate this filter. The intercompany trade orders with the scenario type, Expenses, are displayed.

Note: You can also view the count of the lines for the filter.
Other: Click Other to activate this filter. The intercompany trade orders with the scenario type, Other, are displayed.

Note: You can also view the count of the lines for the filter.
Project (PCS) Delivery: Click Project (PCS) Delivery to activate this filter. The intercompany trade orders with the scenario type, Project (PCS) Delivery, are displayed.

Note: You can also view the count of the lines for the filter.
WIP Transfer: Click WIP Transfer to activate this filter. The intercompany trade orders with the scenario type, WIP Transfer, are displayed.

Note: You can also view the count of the lines for the filter.

Realized Intercompany Trade

Graph: The graph displays the estimated amount (revenues) and realized amount (revenues) based on the data specified in the Graph Settings group box.

Additional

Specific Selection

Intercompany Trade Transactions

If this check box is selected, the Intercompany Trade Transactions check box is enabled that allows the intercompany trade transactions to be displayed along with the intercompany trade order and transaction lines.

Intercompany Trade Transactions

If this check box is selected, the intercompany trade transactions are displayed along with the intercompany trade order and transaction lines.

Project

If this check box is selected, the Project field is enabled and the specified project is displayed along with the intercompany trade orders and transaction lines.

Project

The code of the project.

Description

The description or name of the code.

Item

If this check box is selected, the Item field is enabled and the specified item is displayed along with the intercompany trade orders and transaction lines.

Item

The code of the item.

Description

The description or name of the code.

Employee

If this check box is selected, the Employee field is enabled and the specified employee is displayed along with the intercompany trade orders and transaction lines.

Employee

The code of the employee.

Employee Name

The name of the employee.

To Entity

If this check box is selected, the To Entity field is enabled and the intercompany trade orders and transaction lines are filtered with the specified To entity type, To entity code, and To operational company.

To Entity Type

The entity type.

Allowed values

Sales Office: sales office
Shipping Office: shipping office
Project Management Office: project management office
Production Department: production department
Purchase Office: purchase office
Not Applicable
Service Department: service department
Work Center: work center
Warehouse: warehouse
Project: project
Accounting Office: accounting office
Contract: contract
Inventory Management Department: Inventory management department

To Operational Company

The code of the operational company based on which the intercompany trade orders, for a specific entity, are filtered.

Note: This field is enabled only if the To Entity check box is selected.

To Entity Code

The entity code specified for the operational company.

Note: This field is enabled only if a value is specified in the To Operational Company and To Entity Type fields.

Description

The description or name of the code.

To Classification

If this check box is selected, the To Classification field is enabled and the specified To classification is displayed along with the intercompany trade orders and transaction lines.

To Classification

The code of the intercompany trade classification.

Description

The description or name of the code.

From Entity

If this check box is selected, the From Entity field is enabled and the intercompany trade orders and transaction lines are filtered with the specified From entity type, From entity code, and From operational company.

From Entity Type

The entity type.

Allowed values

Sales Office: sales office
Shipping Office: shipping office
Project Management Office: project management office
Production Department: production department
Purchase Office: purchase office
Not Applicable
Service Department: service department
Work Center: work center
Warehouse: warehouse
Project: project
Accounting Office: accounting office
Contract: contract
Inventory Management Department: Inventory management department

From Operational Company

The code of the operational company based on which the intercompany trade orders, for a specific entity, are filtered.

Note: This field is enabled only if the From Entity check box is selected.

From Entity Code

The entity code specified for the operational company.

Note: This field is enabled only if a value is specified in the From Operational Company and From Entity Type fields.

Description

The description or name of the code.

From Classification

If this check box is selected, the From Classification field is enabled and the specified From classification is displayed along with the intercompany trade orders and transaction lines.

From Classification

The code of the intercompany trade classification.

Description

The description or name of the code.

Realized Intercompany Trade

Graph: The graph displays the estimated amount (revenues) and realized (revenues) based on the data specified in the Graph Settings group box.

Graph Settings

Show Estimated Amounts: If this check box is selected, the estimated and realized amounts are displayed in the graph. If this check box is cleared, only the realized amounts are displayed.
Currency: The currency in which the amounts are expressed in the graph.

Note: This value is defaulted based on the home currency of the specified financial company.
Description: The description or name of the code.
Number of Periods: The number of periods to be displayed in the graph.

Periods

Period Unit

The period based on which the data must be displayed.

Possible values:

Months
Years

Up to Period

The period up to which, by month, the data must be displayed in the graph.

Allowed values

January
October
Not Applicable
November
December
February
March
April
May
June
July
August
September

Year

The period up to which, by year, the data must be displayed in the graph, for the specified month.

Up to Period

The period up to which, by year, the data must be displayed in the graph.

Period based on

Date

The date that used to determine the period of the transaction lines.

Allowed values

Transaction Date
Not Applicable
Posting Date