Intercompany trade for backorders and return orders

When an intercompany trade order is created for a backorder or a return order, the data and settings of the intercompany trade order can be retrieved from either of these sources:

  1. The intercompany trade agreement
  2. The original ITR order

Source 2 reduces manual data entry if the original ITR order is changed before the backorder or return order is created. The preferred source is defined in the intercompany trade agreement.

Example

Sales order SLS0001 includes sales order line 10. For sales order line 10, intercompany trade order ITR001 is created.

Intercompany trade order ITR001 is based on intercompany trade agreement ABC. The markup percentage for intercompany trade agreement ABC is 10%.

On intercompany trade order ITR001, a user reduces the markup percentage to 5%.

A backorder line is created for sales order line 10, because not all the items could be shipped.

Intercompany trade order ITR014 is created for the backorder line.

If the original ITR order is selected as the source in intercompany trade agreement ABC, the markup percentage of intercompany trade order ITR014 is 5%. This percentage is retrieved from intercompany trade order ITR001.

If the intercompany trade scenario is selected as the source in intercompany trade agreement ABC, the markup percentage of intercompany trade order ITR014 is 10% and so must be manually reduced to 5%.

Setup

The preferred source is specified in the Intercompany Trade Agreements (tcitr1100m000) session.

To specify the original ITR order as the source for intercompany trade orders based on return orders, select the Retrieve Original Order Settings for Return Order check box.

To specify the original ITR order as the source for intercompany trade orders based on backorders, select the Retrieve Original Order Settings for Backorder check box.

The settings of the intercompany trade agreement are used as default settings for the intercompany trade orders based on the agreement. If required, a user can change the default settings on the intercompany trade order.

Data retrieved from original ITR order

If the original ITR order is used as the source for an intercompany trade order, various field values are retrieved from the original ITR order. See Field values retrieved from original ITR order.

Availability of intercompany trade for backorders and return orders

The options to use the settings of the original ITR order for intercompany trade orders created for backorders or return orders are available for various intercompany trade scenarios. See Availability of intercompany trade for backorders and return orders.

Cancel or delete original ITR order

Whether you can cancel or delete an original ITR order depends on its status. See Cancel or delete original ITR order.