Internal Sales Overview

Introduction

An internal sale is a sale where both buyer and seller belongs to the same M3 BE company. For a movement of goods between warehouses, where no sale takes place, we recommend using the distribution order functionality.

Since the internal sales functionality connects the Customer Order (CO) with the Purchase Order (PO), there are many benefits regarding automation and traceability with the internal sales process.

The internal sales process

The flowcharts illustrate the internal sales process.

The process starts with a planned PO at the buying facility. The planned PO automatically creates a reservation at the supplying warehouse.

When the PO is released, the status of the reservation is updated.

When the PO is printed and set to status '20', a CO with a reference to the PO is created automatically in the selling facility, using the CO batch entry. When the CO confirmation document is printed, the PO of the buying facility is automatically confirmed.

In the selling facility, the picking list is reported and a shipment is created. An ASN is automatically created in the buying facility.

The goods are sent and the delivery is in transit. Costing transactions are created for the goods in transit. The goods are received at the buying facility. Depending on when the change of ownership takes place, (set on the delivery terms), the selling facility creates an invoice. It is automatically sent to the buying facility and sent to the invoice matching process. An AP invoice is automatically created in the buying facility.

The internal sales solution impacts many M3 BE areas. The following documents describe the internal sales functionality in detail.

• Purchase order process (see Managing Internal Purchase Orders
• Customer order process (see Managing Internal Customer Orders)
• SCE and deliveries (see Managing Goods in Transit and Managing Deliveries for Internal Sales)
• Material planning (see Material Planning for Internal Sales)
• Finance (see Managing Invoicing for Internal Sales)
• Traceability and integrations

For setup of the internal sales functionality, see Defining Internal Sales. For limitations in the internal sales process, see Internal Sales Process Limitations.