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Basic Receipt Flow

  1. Basic_Receipt_Flow.png

    Company A: Create RA with received quantity.

  2. Company A: Send IC message to Vendor IC Inbox.

  3. Company B: Process IC message from Inbox and create DA.

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.

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The first step is to create a new Receipt Agreement in Company A. Select the Company B as the Buy-from Vendor and add the trade items to be purchased in the Receipt Agreement lines.

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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.

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On Company B side, the message is received in the Wisefish Cross-Company Inbox

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