Generate OE/PO Trade Transactions
OE to PO. Based on the O/E to P/O configuration options in IY Trade Setup Options (which documents are to be automatically created - PO Orders, PO Receipts, PO Invoices, PO Returns) and OE/PO Trade setup (the matching AR Customer to AP Vendor setup, and associated Item mappings) as the source transactions are posted against the customer specified in the OE/PO Trade Setup the corresponding PO Documents will be created using the defined vendor and Item mappings.
PO to OE. Based on the P/O to O/EO configuration options in IY Trade Setup Options (which documents are to be automatically created - OE Orders, OE Shipments, OE Invoices, OE Credit Notes) and OE/PO Trade setup (the matching AR Customer to AP Vendor setup, and associated Item mappings) as the source transactions are posted against the vendor specified in the OE/PO Trade Setup the corresponding OE Documents will be created using the defined customer and Item mappings.
For OE Documents, the Ship-via needs to be entered on the OE Detail Line for each Item to be put on a Purchase Order. The Ship-via can be added after the OE Order has been created.
For PO Documents, the Ship-via needs to be entered on the PO Header. The Ship-via can be added after the PO Order is first created.
If a transaction is not found in the Target company audit log when a related transaction is posted, Inter-Entity will create the required transactions, but not linked to the original source document.
When a Sales Order is created, according to the OE/PO Trade setup, IY Trade tries to create a Purchase Order. When the PO is Receipted in the target company, if Bi-directional is selected for that trade partnership, IY Trade will try and find the related Sales order and create a shipment for that Sales Order.
If Bi-directional is not ticked, IY Trade will create a Shipment, but not linked to the original Sales order.
If there was an error creating the Purchase Order and the PO was created manually in the Target Entity, Inter-Entity Trade will not find that PO in the Target Entity Audit log. So when a PO Receipt or PO Invoice is generated for that PO, IY Trade will create transactions as per the OE/PO Options and Trade partnership options, but not related to the original Sales order.
