1. Equipment Rental
  2. Rental Management
  3. Flows

Intercompany item transaction (Placeholder)
Activity Flow

If a worker from another legal entity uses an item, the system triggers an intercompany transaction. For example, a DEMF worker uses a spare part while executing a USMF work order. The Field Service app records the transaction.

The system then creates a purchase order in USMF and a sales order in DEMF. It also creates an item journal in the project.

Required setup:

  • Define intercompany customers and vendors in the legal entities.
  • Set up the warehouse for the intercompany vendor or the item.

Process:

  • Create a work order in USMF with a USMF project.
  • Assign the order to a DEMF worker.
  • The worker uses a spare part from the DEMF warehouse and registers it via the Field Service app.
  • In D365 F&SCM, go to Work order project planning > Inquiries > Work order line employee app > Work order line transactions to process the item.
  • The system creates a purchase order in USMF using the default warehouse setup.
  • A sales order is created in DEMF for the DEMF warehouse.
  • An item journal is created for the USMF project with the Main_US warehouse.
  • Auto-posting (placeholder).

Service manager Service manager Start Start Placeholder: register spare part FS app Placeholder: register spare part FS app Placeholder: post spare part FS app Placeholder: post spare part FS app Placeholder:  process WOL transactions FS app Placeholder:  process WOL transactions FS app Automatically create a purchase order (intercompany transaction) Automatically create a purchase order (intercompany transaction) This activity creates intercompany purchase and sales orders when the legal entity of the work order differs from the worker's legal entity. For example, if a worker from DEMF executes a work order in USMF, the used item triggers an intercompany transaction. The used item appears as a transaction in Work order project planning > Inquiries > Work order line employee app > Work order line transactions. After processing, the line status changes from New to Posted. A purchase order is then created in USMF. This order uses the default warehouse from the intercompany vendor. If none is set, the item’s default warehouse is used. D365FO Automatically create a sales order (intercompany transaction) Automatically create a sales order (intercompany transaction) If the legal entity that created the work order is different from the worker's legal entity, an intercompany transaction is triggered. This transaction creates a purchase order and a sales order between the two legal entities. A corresponding item journal is also created in the project. This section explains how the sales order is created: The used and posted spare part in Field Service App appears as a new transaction line in the Work order project planning > Inquiries > Work order line employee app > Work order line transactions page. The Registration type is 'Item'. After processing, the transaction line status changes from New to Posted. A sales order is then created in the worker's legal entity, using the warehouse from which the spare part was consumed in the Field Service App. D365FO End End Automatically create item journal (intercompany transaction) Automatically create item journal (intercompany transaction) If the legal entity that created the work order is different from the worker's legal entity, an intercompany transaction is triggered. This transaction creates a purchase order and a sales order between the two legal entities. A corresponding item journal is also created in the project. This section explains how the item journal is created: The used and posted spare part in Field Service App appears as a new transaction line in the Work order project planning > Inquiries > Work order line employee app > Work order line transactions page. The Registration type is 'Item'. After processing, the transaction line status changes from New to Posted. An item journal is then created on the work order line, linked to the project ID in the legal entity where the work order was created. The journal line uses the warehouse from the purchase order. D365O

Activities

Name Responsible Description

Automatically create a purchase order (intercompany transaction)

Service manager

This activity creates intercompany purchase and sales orders when the legal entity of the work order differs from the worker's legal entity.

For example, if a worker from DEMF executes a work order in USMF, the used item triggers an intercompany transaction.

The used item appears as a transaction in Work order project planning > Inquiries > Work order line employee app > Work order line transactions.

After processing, the line status changes from New to Posted. A purchase order is then created in USMF.

This order uses the default warehouse from the intercompany vendor. If none is set, the item’s default warehouse is used.

Automatically create a sales order (intercompany transaction)

Service manager

If the legal entity that created the work order is different from the worker's legal entity, an intercompany transaction is triggered.

This transaction creates a purchase order and a sales order between the two legal entities. A corresponding item journal is also created in the project.

This section explains how the sales order is created:

The used and posted spare part in Field Service App appears as a new transaction line in the Work order project planning > Inquiries > Work order line employee app > Work order line transactions page. The Registration type is 'Item'.

After processing, the transaction line status changes from New to Posted. A sales order is then created in the worker's legal entity, using the warehouse from which the spare part was consumed in the Field Service App.

Automatically create item journal (intercompany transaction)

Service manager

If the legal entity that created the work order is different from the worker's legal entity, an intercompany transaction is triggered.

This transaction creates a purchase order and a sales order between the two legal entities. A corresponding item journal is also created in the project.

This section explains how the item journal is created:

The used and posted spare part in Field Service App appears as a new transaction line in the Work order project planning > Inquiries > Work order line employee app > Work order line transactions page. The Registration type is 'Item'.

After processing, the transaction line status changes from New to Posted. An item journal is then created on the work order line, linked to the project ID in the legal entity where the work order was created. The journal line uses the warehouse from the purchase order.

Activities

Name Responsible Description

Automatically create a purchase order (intercompany transaction)

Service manager

This activity creates intercompany purchase and sales orders when the legal entity of the work order differs from the worker's legal entity.

For example, if a worker from DEMF executes a work order in USMF, the used item triggers an intercompany transaction.

The used item appears as a transaction in Work order project planning > Inquiries > Work order line employee app > Work order line transactions.

After processing, the line status changes from New to Posted. A purchase order is then created in USMF.

This order uses the default warehouse from the intercompany vendor. If none is set, the item’s default warehouse is used.

Automatically create a sales order (intercompany transaction)

Service manager

If the legal entity that created the work order is different from the worker's legal entity, an intercompany transaction is triggered.

This transaction creates a purchase order and a sales order between the two legal entities. A corresponding item journal is also created in the project.

This section explains how the sales order is created:

The used and posted spare part in Field Service App appears as a new transaction line in the Work order project planning > Inquiries > Work order line employee app > Work order line transactions page. The Registration type is 'Item'.

After processing, the transaction line status changes from New to Posted. A sales order is then created in the worker's legal entity, using the warehouse from which the spare part was consumed in the Field Service App.

Automatically create item journal (intercompany transaction)

Service manager

If the legal entity that created the work order is different from the worker's legal entity, an intercompany transaction is triggered.

This transaction creates a purchase order and a sales order between the two legal entities. A corresponding item journal is also created in the project.

This section explains how the item journal is created:

The used and posted spare part in Field Service App appears as a new transaction line in the Work order project planning > Inquiries > Work order line employee app > Work order line transactions page. The Registration type is 'Item'.

After processing, the transaction line status changes from New to Posted. An item journal is then created on the work order line, linked to the project ID in the legal entity where the work order was created. The journal line uses the warehouse from the purchase order.
Related to Notes

Provide feedback