In Cross-Company a Delivery Agreement that was created in one company (Trader) can be sent and handled in a Production company (Producer). The Trader company creates a Delivery Agreement to sell an item that is not in Inventory. A Receipt Agreement is created out of Delivery Agreement to purchase an Inventory. When a Receipt Agreement is released in Trader Company, the Wisefish Cross-Company inbox message is triggered which when processed, automatically creates a Delivery Agreement in Producer Company. The Producer company can either sell from the available inventory or Produce stock to sell to Trader.
Delivery through Production Company Process Flow Diagram
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Prerequisite: It is required that both companies have Setup and activated the Wisefish Cross-Company functionality. One of them needs to have the Wisefish Cross-Company Partner Type set to Trader, and theCreate CC Msg. on Setting should be set to Release.
The other participant should be set to Producer and the Create CC Msg. on Setting should be set to Post.
They need tohave each other set up as Cross-Company Partners.
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Getting Started
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Create Delivery Agreement in Trader Company
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The header and lines in the Delivery Agreement are based on the information sent in the message from Trader Company.
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Send Status Update to Trader Company:
An update message is sent to the Traders Receipt Agreement, with information that the Delivery Agreement has been created in the Producer Company.
Once the Delivery Agreement has been created in the Producer Company, a Status update message is sent to the Receipt Agreement in Trader Company, including information about the Document no. of the Delivery Agreement. This update is displayed in the Fact Box.
Reserve Stock to Delivery Agreement in Producer Company
The Producer can now reserve stock to this Delivery Agreement. The stock might eb available in reserve or the producer has to produce the stock to reserve against the Delivery Agreement.
Case 1: Enough in stock to fulfil order
In case the Producer has the requested item in stock, it can be reserved to the Delivery Agreement through Demand-Driven Reservation.
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Case 2: Not enough in stock to fulfill order
If there is not enough stock to fulfil the order, a Production Agreement needs to be created to produce the missing stock.
Create and Release Production Agreement
To create the Production Agreement, please use the Actions dropdown in the Delivery Agreement and select Delivery and Production Agreements - Create a Production Agreement.
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In the dialog that opens, select Yes to create the Production Agreement with all the lines from the Delivery Agreement. The Production Agreement is automatically linked to the Delivery Agreement. Release the Production Agreement.
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Produce Stock by Creating Pallets:
There are several ways to produce stock, in this example, we will create Pallets to fulfil the Production Agreement.
Open Create Pallet page, To do this, go to the Pallet list (use the Pallet link in the home screen or search for it in the BC search) and select to create Create a new New Pallet.
In the Agreement section, set the Order Type to Prod. Agreement, add the Production Agreement No. in the Order No. field and the Order Line No. Adding this information will automatically reserve the Pallet to the Delivery Agreement. Select The Trade Item Lot Code and Stage will need to be selected manually from the dropdown in the fields (or a new one can be created).
Adjust the number of Trade Items (Base) and Quantity (Base) if necessary, then Post the Pallet.
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As the Production Agreement is linked to the Delivery Agreement, the stock is automatically also reserved there. It can then be released and posted.
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Send Status Update to Trader Company after Posting Delivery Agreement in Producer Company
The posting of the Producers Delivery Agreement will send a message to the Traders Receipt Agreement, informing that the stock is now available.
On the Trader side, the Receipt Agreement can now be posted. Posting this Agreement will update the original Delivery Agreement and the stock is reserved tto it.
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