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
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 the Create 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 to have each other set up as Cross-Company Partners.
Getting Started
Create Delivery Agreement in Trader Company
A Delivery Agreement to a third company has been created in the Trader Company, including information about the estimated delivery quantity and the Producers Stock Center (External Stock Center in the Delivery Agreement line).
Create Receipt Agreement from Delivery Agreement
From this Delivery Agreement, a Receipt Agreement is created. Note that the Buy-From Vendor is the Producer Company.
When the Receipt Agreement is released a message is sent to the Producer. Information about the sent message is displayed in the Cross-Company panel of the Receipt Agreement and also in the Fact Box.
Manual/ Automatic Processing of Wisefish Cross-Company inbox message
After the message is received by the Producer Company, it is displayed in the Wisefish Cross-Company Inbox or the Wisefish Cross-Company Handled Inbox, depending if received messages are handled automatically or not.
In case messages are not handled automatically, the message needs to be accepted manually and the Line Actions completed.
Automatically Create Delivery Agreement in Producer Company
When the CC Inbox message is processed a Delivery Agreement is created automatically in Producer Company. The message is then moved to the CC Handled Inbox from CC Inbox. In addition to the original Receipt Agreement Document No., it also shows information about the Delivery Agreement that was created in the Producer Company.
You can view and verify the Delivery Agreement created in the Producer Company.
The header and lines in the Delivery Agreement are based on the information sent in the message from Trader Company.
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.
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 Production Agreement.
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.
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 Create a 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.
Adjust the number of Trade Items (Base) and Quantity (Base) if necessary, then Post the Pallet.
This will update the Production Agreement and show the lines as reserved (in bold green).
As the Production Agreement is linked to the Delivery Agreement, the stock is automatically also reserved there. It can then be released and posted.
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 to it.
