Interco Purchase to Sale automation

There are three Interco Purchase to Sale types:

All three types have the same process to run and share identical parameters.

How to view Interco Purchase to Sale automation

Viewing Interco Purchase to Sale automation

Select Document / Automations from the Settings section of the pulse menu -

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Automations in the Quick Launch Side Menu.

This will then show the Automations on the system where normal customisation of Sets can be used.

To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

Select Interco Purchase to Sale automation from the list of Automations.

Running Interco Purchase to Sale automation

Select, or select and open, the Interco Purchase to Sale automation then press Run.
Enter the automation criteria.

Date from: Select the earliest Document date that you wish to include.
Date to: Select the latest Document date that you wish to include.
Exchange rate type: Select the Exchange rate to be used for foreign currency Document.

Tip

The exchange rate will be defaulted from the Environment setting.
Legal Entity(s): By filling this out the document automation will process the correct Document for the correct Legal Entity.
Currency(s): Select the correct Currency.
Document(s): Select the Document for the automation process.
The 'Submit' tick box: If this is ticked the documents created will be automatically submitted for authorisation. If unticked, the documents will be created in a 'draft' state.

Tip

If needed, multiple document automations can be made.

Updated May 2024