Basic Receipt Flow
With this feature, a Receipt Agreement that was created in one company (Company A) can be sent and handled in another company (Company B ).
It is required that both companies have set up and activated the Wisefish Cross-Company functionality. Both of them need to have the Wisefish Cross-Company Partner Type set to Trader and have each other set up as Cross-Company Partners.
The first step is to create a new Receipt Agreement in Company A. Select the vendor connected to Company B (in Cross-Company Partners) as the Buy-from Vendor and add the trade items to be purchased in the Receipt Agreement lines.
When the Receipt Agreement is released / posted (depending on the Create CC Msg. on setting in Wisefish Cross-Company Setup), a message is sent to Company B. Information about the sent message is displayed in the Cross-Company panel of the Receipt Agreement and also in the Fact Box.
After the message is received on Company B side, 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.
The message is then moved to the Handled Inbox. Additional to the original Receipt Agreement Document No., it also shows information about the Delivery Agreement that was created in Company B.
The Header and lines in the Delivery Agreement are based on the information sent in the message from Company A.
Once the Delivery Agreement has been created in Company B, a Status update is sent to the original Receipt Agreement, including information about the Document no. of the Delivery Agreement. This update is displayed in the Fact Box.
