You can enter company branches into the system and associate
multiple company records with a parent record. You can then use the
remit-to information of the parent company on an invoice.
Before you begin
When you create an invoice specifying a parent company, the
look-up list from the
PO field contains all
the purchase orders for the parent company and for its branch companies.
If the
PO field in the Invoices application
contains a purchase order, the lines of the invoice include the lines
from the current purchase order only. If the purchase order has company
information, the vendor information from the parent company does not
overwrite the vendor information of the purchase order.
Procedure
- Create a company record for each branch and associate it
with the parent record as follows:
- In the Companies application,
click New Company.
- In the Parent field, click Detail
Menu to select the parent company.
- Click Save Company.
- Create purchase orders for the parent and branch companies
associated with the parent company as follows:
- In the Purchase Orders application,
click New Purchase Order.
- In the Company field, click Detail
Menu to select either the branch or the parent company.
- On the PO Lines tab, specify
line items for the purchase order.
- Click Change Status and change
the status of the purchase order to approved (APPR).
- Click Save Purchase Order.
- Create an invoice that references the parent company as
follows:
- In the Invoices application,
click New Invoice.
- In the Company field, click Detail
Menu to select the parent company.
- On the Invoice Lines tab, click Copy
PO Lines. The Copy PO lines window
lists line items from all approved purchase orders for the parent
company and for its children.
- In the Copy PO lines window, on
the PO Lines tab, select the check box next
to the line item that you want to copy over to the invoice. You can
copy more than one line item at a time. You can also select
line items from approved purchase orders for the parent company and
for its children. To select lines from approved purchase orders, click New
Row on the Invoice Lines tab. Type
or select a purchase order in the PO field.
- Click OK.
- Click Save Invoice.