Interco purchase to sale automation
automations can be run in the automation finder.
There are 3 Interco purchase to sale types: credit note, invoice and write off. All three types have the same process to run and share identical parameters.
How to run a Interco purchase to sale automation
Select the 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 Entities: By filling this out the document automation will process the correct document for the correct Legal Entity.
Currency: Select the correct currency.
Documents: Select the documentfor 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.
- When you are happy with the selected criteria and setup, press Submit.