The Transaction Flow

Feature Overview

When a Sales Company user releases a sales order whose lines carry the intercompany vendor, the app automatically creates a corresponding purchase order in the Sales Company and queues it for transmission. On release, SalesRelease runs PurchOrderCreateFromSH to build the purchase order, then SalesOrderSyncLocal to release and export it. The purchase order document travels across the BC-to-BC web service connection and lands in the Supply Company's IC inbox. If the Supply Company's IC partner is configured for automatic handling (Auto import IC inbox set to Handle with Job Queue or Handle with Web Service), the inbox transaction is accepted without manual intervention: the app creates a sales order in the Supply Company, optionally runs Available-to-Promise or Capable-to-Promise dating, auto-releases it, and immediately posts a shipment — or a shipment plus invoice — depending on the Post Sales Order setting on the IC partner card. The resulting posted sales shipment generates a new IC outbox transaction back to the Sales Company, which the app exports as a purchase receipt; the Sales Company's purchase order is then automatically received and the vendor shipment number is recorded.

The document carries a rich set of IC-specific fields beyond the standard purchase or sales order. On the outbox, both the header and the lines are extended with a Shipping Time formula, an IC Document Type distinguishing Order from Return Order or Blanket Order, and — on each line — the originating Sales Order No. (sales), Sales Order Line No. (sales), Purch. Order No. (sales), Purch. Order Line No. (sales), Location Code, Variant Code, Return Reason Code, and IC Blanket Order No./Line No. references. The IC inbox in the Supply Company mirrors these fields so that the resulting sales order has full traceability back to the Sales Company's purchase and sales order numbers. Item tracking (lot numbers, serial numbers, expiration dates) is carried in the separate IC Item Tracking Lines table and applied to both the purchase line and any linked sales line when the receipt is posted.

When a Sales Company user reopens a purchase order, the app calls PurchOpen, which signals the Supply Company via the web service to reopen its sales order and resets the IC Status to New so the next release retransmits the updated document. When the user re-releases, SalesRelease / PurchRelease runs again and the updated order is sent. If lines are deleted, PurchOrderDelete sends a deletion notification that sets Purch. Order Deleted on the Supply Company's sales order, preventing further editing there. If the Sales Company deletes the entire purchase order after it has been sent, the same flag propagates and the Supply Company sees the order as cancelled.

Key Facts

Category	Values
Document types supported	Order, Return Order, Blanket Order
IC Document Type (outbox/inbox extended field)	Order, Invoice, Credit Memo, Return Order, Shipment, Receipt, Blanket Order
IC Transaction Document Type (outbox transaction)	Order, Return Order, Shipment, Invoice, Credit Memo, Receipt, Blanket Order, Order Confirmation, Payment, Refund
IC Direction (purchase order)	Outgoing (Sales Company sends), Incoming (Supply Company receives)
IC Direction (sales order in Supply)	Incoming
IC Status (purchase order)	New — ready to send; Pending — sent, awaiting confirmation; Received — shipment posted back
Auto import IC inbox options	No Handling, Handle with Job Queue, Handle with Web Service
Post Sales Order options (Supply Company)	(blank), Ship, Ship and Invoice
What syncs back from Supply to Sales	Vendor Order No., Vendor Shipment No., Qty. to Receive, purchase receipt posting, item tracking

Getting Started

Follow these steps to walk through the full transaction flow end to end, from creating the sales order on the Sales Company to viewing the posted invoice on both sides.

Step 1 — Create the sales order (Sales Company)
Open Sales Orders and create a new order for the end customer. On each item line, populate the Buy-from Vendor No. field with the intercompany vendor. Mark the line as Drop Shipment if goods are to be shipped directly from the Supply Company to the end customer. Set the Requested Delivery Date.

Step 2 — Verify the Intercompany group on the sales order
Open the Intercompany FastTab on the sales order header. Confirm IC Direction is blank (this is a SALES document, not a SUPPLY incoming order). Note the Buy-from Vendor No. field is populated.

Step 3 — Release the sales order
Choose Release. The app calls SalesRelease, which creates a purchase order in the Sales Company linked to the sales order. The purchase order header shows IC Direction = Outgoing, IC Status = New, and Send IC Document = Yes.

Step 4 — Observe the auto-created purchase order (Sales Company)
Navigate to Purchase Orders. The new purchase order has Sales Order No. (sales) pointing back to your sales order. If Auto Release Outbound Purch is enabled on the IC partner card, the purchase order is already released and an IC outbox transaction has been created automatically.

Step 5 — Review the IC outbox (Sales Company)
Open IC Outbox Transactions (or Handling IC Outbox Transactions). Locate the transaction for your purchase order. The IC Document Type column shows Order. If Auto Transfer Outbox is enabled in IC Setup, the transaction has already been exported to the Supply Company via the web service; otherwise, use Send IC Transactions to export manually.

Step 6 — Confirm delivery to the Supply Company's inbox (Supply Company)
In the Supply Company, open IC Inbox Transactions. If Auto import IC inbox is set to No Handling, the transaction is visible here and requires manual action — proceed to the manual path in steps 7a–7b. If set to Handle with Job Queue or Handle with Web Service, the inbox has already been processed automatically and a sales order created — skip to step 8.

Step 7a — Manual path: accept the inbox transaction (Supply Company)
On the IC Inbox Transactions page, select the transaction and choose Complete IC Inbox Action. The report runs, the inbox transaction is accepted, and a sales order is created in the Supply Company with IC Direction = Incoming and Sell-to IC Partner Code set to the Sales Company's IC partner code.

Step 7b — Manual path: release the sales order (Supply Company)
Open the newly created sales order in the Supply Company. Review dates (ATP/CTP may have adjusted them). Choose Release. If Auto Release Inbound Sales is enabled on the IC partner card, this step happens automatically.

Step 8 — Supply Company posts shipment (and optionally invoice)
Depending on the Post Sales Order setting on the IC partner card:

Ship — The app automatically posts a sales shipment when the order is accepted.
Ship and Invoice — A sales shipment and sales invoice are posted in a single step.
(blank) — No automatic posting; the Supply Company user posts manually from the sales order.

Step 9 — Shipment syncs back to the Sales Company
When the Supply Company posts the shipment, SalesShipmentSendIC creates a new IC outbox transaction with IC Document Type = Shipment and exports it to the Sales Company. On the Sales Company, the app matches the incoming transaction to the purchase order using the Purch. Order No. (sales) and PO Line No. (sales) fields on the inbox lines, sets Qty. to Receive, and posts a purchase receipt. The Vendor Shipment No. is recorded on the purchase header.

Step 10 — Verify receipt on the Sales Company
Open the purchase order. The Qty. Received is updated. Navigate to Receipts to see the posted purchase receipt. If the drop-ship sales order is also present, its Quantity Shipped is updated via the standard BC drop-shipment posting chain.

Step 11 — Invoice arrives (if Supply Company invoices separately)
If the Supply Company posts a separate sales invoice (or Ship and Invoice was used), a purchase invoice is created on the Sales Company side and linked to the purchase order. Use the Show Purchase Invoices (IC) action on the purchase order to navigate to it.

Step 12 — Monitor from the IC Sales Order Fact Box (Sales Company)
On the original sales order in the Sales Company, review the Intercompany FactBox on the sales lines. It shows the linked Purchase Order Status, IC Status, Vendor Order Status, and Vendor Order No. for each drop-shipment line, giving a real-time status overview without leaving the sales order.

Step 13 — Trace the full document chain
Open the purchase order and choose Get IC Purch. information to pull the latest status from the Supply Company. To see the full document relation chain (sales order → purchase order → purchase receipt), use the IC Document Relations page which is powered by the IC Document Relation table.

Step 14 — Handled transactions (both companies)
After processing, the original IC inbox transaction moves to Handled IC Inbox Transactions. The original outbox transaction moves to Handled IC Outbox Transactions. Both pages support the Export IC XML action to download the raw XML payload for troubleshooting. The Created DateTime and IC Document Type columns are visible on these pages thanks to the app's page extensions.

Related Features

The transaction flow works in tandem with the Intercompany Setup and IC Partner Card, where the automation flags (Auto Release Outbound Purch, Auto Release Inbound Sales, Post Sales Order, Auto import IC inbox) are configured — changing any of these flags alters how much of the flow runs without human intervention. The flow also integrates with the standard BC Item Tracking system: lot numbers, serial numbers, and expiration dates entered on the Supply Company's sales shipment travel across in the IC Item Tracking Lines table and are registered on the Sales Company's purchase receipt. For companies using Blanket Orders, the app carries the blanket order reference number and line number through the outbox and inbox so that the Supply Company can link the call-off to the correct blanket agreement. Finally, the Vendor Order Status field on purchase lines is populated from the Supply Company's sales order status, providing Sales Company users with visibility into the fulfilment progress without requiring direct access to the partner's BC environment.

User Stories

Create a sales order on the Sales Company that triggers an IC purchase order

As a Sales Company order entry user,
I want a purchase order to be created automatically when I release a sales order with an intercompany vendor,
so that I do not have to create and link the purchase order manually.

Acceptance criteria:

When a sales order with drop-shipment lines referencing an IC vendor is released, the app creates a purchase order with IC Direction = Outgoing and Send IC Document = Yes.
The purchase order header carries the originating Sales Order No. (sales) for traceability.
If a purchase order for the same sales order and vendor already exists and is open, new lines are added to it rather than creating a duplicate header.

Understand IC Status and IC Direction fields on the sales and purchase order

As a Sales Company user reviewing an order,
I want to understand what the IC Status and IC Direction fields mean,
so that I can tell at a glance where the order is in the intercompany flow.

IC Direction identifies who owns the document:

Outgoing on a purchase order — the Sales Company is sending this order to the Supply Company.
Incoming on a sales order in the Supply Company — the Sales Company placed this order.

IC Status tracks the handshake lifecycle on the purchase order (Sales Company side):

New — the order is ready to be transmitted or has been reset for retransmission.
After the first successful send the status is managed by the outbox/inbox processing cycle; subsequent changes reset it to New so the updated document is retransmitted on the next release.

Release a purchase order and send it to the IC outbox

As a Sales Company purchasing user,
I want releasing a purchase order to automatically create and export an IC outbox transaction,
so that the Supply Company receives the order without me having to take a separate action.

Acceptance criteria:

When Auto Release Outbound Purch is enabled on the IC partner card, releasing the parent sales order also releases the purchase order and calls SendPurchDoc, which creates an IC outbox transaction via the standard ICInboxOutboxMgt.CreateOutboxPurchDocTrans.
If Auto Transfer Outbox is enabled in IC Setup, the outbox transaction is exported immediately over the web service connection.
The Handled IC Outbox Transactions page records the sent transaction with the correct IC Document Type.

Monitor the IC outbox transaction (Handling IC Outbox Transactions page)

As a Sales Company user responsible for IC coordination,
I want to see all pending and sent IC outbox transactions in one place,
so that I can identify any transactions that failed to export or need manual attention.

Acceptance criteria:

The Handling IC Outbox Transactions page lists all IC outbox transactions with their document type, date, and partner code.
The IC Document Type column (added by the app's page extension on Handled IC Outbox Transactions) distinguishes Orders from Shipments and Return Orders.
The Export IC XML action on handled transactions allows downloading the raw XML for troubleshooting failed imports in the Supply Company.

Supply Company receives the IC inbox transaction and processes it automatically

As a Supply Company operations user,
I want the IC inbox to be processed automatically when a new purchase order arrives from the Sales Company,
so that I do not have to manually accept every incoming transaction.

Acceptance criteria:

When Auto import IC inbox on the IC partner card is set to Handle with Job Queue, the app schedules a Job Queue entry under the SCBIC category.
When set to Handle with Web Service, the Sales Company triggers processing immediately after export via SCBICImportInboxWrapper.
The inbox transaction is checked for duplicates (a newer handled transaction for the same document number causes older ones to be cancelled automatically).
A sales order is created in the Supply Company with IC Direction = Incoming.

Supply Company auto-releases and auto-ships/invoices

As a Supply Company warehouse or fulfillment user,
I want inbound IC sales orders to be released and posted without manual steps,
so that the fulfillment cycle is as short as possible.

Acceptance criteria:

If Auto Release Inbound Sales is enabled on the IC partner card, SalesOrderAfterCreate releases the sales order immediately after it is created from the inbox.
If Post Sales Order is set to Ship, the app posts a sales shipment automatically.
If set to Ship and Invoice, both a shipment and a sales invoice are posted in the same operation.
If ATP or CTP dating is configured (Inbound Sales Order Dates), the app runs availability calculation and only auto-releases if a valid shipment date can be confirmed.

Supply Company posts a shipment — how it syncs back to the Sales Company's purchase order

As a Sales Company purchasing user,
I want the purchase order to be automatically received when the Supply Company ships the goods,
so that my inventory and purchase ledger reflect the actual shipment without manual data entry.

Acceptance criteria:

When the Supply Company posts a sales shipment, SalesShipmentSendIC creates an IC outbox transaction with IC Document Type = Shipment and SCB IC Document Type = Shipment on the outbox transaction record.
The outbox lines carry the SCB Purch. Order No. (sales) and SCB PO Line No. (sales) fields so the Sales Company can match the receipt to the correct purchase order line.
PurchOrderReceiveFromICDoc sets Qty. to Receive on each purchase line and posts a purchase receipt via Purch.-Post.
The Vendor Shipment No. on the purchase header is updated to the Supply Company's shipment document number.

Supply Company posts an invoice — how it syncs back

As a Sales Company AP user,
I want a purchase invoice to appear automatically when the Supply Company invoices the order,
so that I can post the vendor liability without re-entering data.

Acceptance criteria:

When Post Sales Order = Ship and Invoice is configured on the IC partner, a sales invoice is posted on the Supply Company side as part of the same automatic step as the shipment.
The resulting IC outbox transaction (invoice type) is sent to the Sales Company's inbox.
After processing the inbox, a purchase invoice is created in the Sales Company and linked to the purchase order.
The Show Purchase Invoices (IC) action on the purchase order navigates to the linked purchase invoice(s).

Reopen a purchase order on the Sales Company and resend changes

As a Sales Company user who needs to amend an order already sent to the Supply Company,
I want reopening the purchase order to notify the Supply Company that the order has been reopened,
so that both sides can be updated before any shipment is made.

Acceptance criteria:

When the purchase order is reopened, PurchOpen calls the Supply Company's web service to reopen its sales order (PurchOrderReOpen).
The purchase order's IC Status is reset to New so the next release retransmits the full updated document.
Reopening is blocked if the parent sales order is not also open (the app shows Text012Err).
Reopening is blocked if any line has already been shipped or received (local and remote checks in CheckPurchDocCanBeOpened).

Handle a return order / credit memo flow

As a Sales Company user managing a customer return,
I want a purchase return order to be created and sent to the Supply Company when I process the sales return,
so that the Supply Company can accept the goods back and credit my purchase account.

Acceptance criteria:

Sales return order lines with a Return Reason Code marked as Intercompany trigger PurchReturnOrderCreateFromSRO when the sales return order is released, creating a purchase return order in the Sales Company.
The purchase return order is transmitted to the Supply Company's IC inbox with IC Document Type = Return Order.
SalesOrderSyncLocal on the Sales Company sends the purchase return order to the Supply Company if Auto Release Outbound Purch is enabled.
Post Sales Return Order on the IC partner card controls whether the Supply Company automatically posts a return receipt (Receive) or a return receipt plus credit memo (Receive and Invoice).

Handle a blanket order reference

As a Sales Company purchasing planner,
I want blanket order references to travel with the IC transaction,
so that the Supply Company can link each call-off to the correct blanket agreement on their side.

Acceptance criteria:

The outbox sales line extension carries IC Blanket Order No. and IC Blanket Order Line No. fields.
The inbox purchase line extension mirrors these as IC Blanket Order No. and IC Blanket Order Line No. alongside the standard Blanket Order No. and Blanket Order Line No. fields.
When a blanket order (Document Type = Blanket Order) is sent, SalesOrderConfirmation sends it with IC Document Type = Blanket Order on the outbox header.

Monitor from the IC Sales Order Fact Box

As a Sales Company customer-facing user,
I want to see the fulfilment status of the intercompany purchase directly on the sales order,
so that I can answer customer delivery queries without switching to the purchase order.

Acceptance criteria:

The Intercompany FactBox on the Sales Order page (added via the SCB.647 SalesOrder Ext page extension) shows the linked SCB IC Sales Order Fact Box part.
For outgoing (Sales Company) lines the FactBox shows: Drop Shipment flag, Buy-from Vendor No., Vendor Location Code, IC Partner Ref. Type, IC Partner Reference, IC Item Reference No., IC Partner Code, purchase order Status, IC Status, Vendor Order Status, and Vendor Order No.
For incoming (Supply Company) lines the FactBox shows: Sales Order No. (sales), Sales Order Line No. (sales), Purch. Order No. (sales), and Purch. Order Line No. (sales).

Trace the document chain via Document Relations

As a Sales Company user investigating a discrepancy,
I want to follow the full chain from sales order through to the posted purchase receipt,
so that I can identify where in the flow a quantity or date mismatch originated.

Acceptance criteria:

The IC Document Relation table stores the mapping between IC inbox/outbox transactions and posted shipment or receipt documents.
Each record links a Table ID, Transaction No., IC Partner Code, Transaction Source, Line No., and Entry No. to a Document No. of type Shipment No.
Users can access this information from the IC Document Relations page to trace which shipment was created from which IC transaction.

Handle the case where Auto Import IC Inbox = None (manual processing)

As a Supply Company user who prefers to review each incoming order before accepting,
I want to be able to process IC inbox transactions manually,
so that I retain control over when and how orders are created in my company.

Acceptance criteria:

When Auto import IC inbox is set to No Handling on the IC partner card, incoming IC transactions accumulate in IC Inbox Transactions without any automatic processing.
Users can review each transaction on the IC Inbox Transactions page, inspect the document details, and choose to accept or reject.
Duplicate detection still applies: if a newer handled transaction exists for the same document, older transactions are automatically cancelled (ICInboxCheckAccept).

Process an IC inbox transaction manually

As a Supply Company user with Auto import IC inbox = No Handling,
I want to accept a specific inbox transaction and create the resulting document,
so that the purchase order from the Sales Company becomes a sales order I can fulfil.

Acceptance criteria:

Selecting a transaction and running Complete IC Inbox Action (backed by report SCB647 Complete ICInbox Action via SCBICImportInboxWrapper) creates the sales order or updates the existing one.
If the incoming transaction updates an existing sales order (change order scenario), the app archives the current version, reopens the sales order, applies all header and line changes, deletes removed lines (where not yet shipped), and re-releases if Auto Release Inbound Sales is enabled.
After processing, the inbox transaction moves to Handled IC Inbox Transactions with a Created DateTime timestamp, and the IC Document Type column shows the type of document that was handled.

Field Reference

Sales Order — IC-relevant fields (Sales Company)

Caption	Description
IC Direction	Shows whether the order is Outgoing (drop-ship Sales Company order) or left blank for a normal sales order. Read-only.
IC Status	Tracks the transmission lifecycle of the linked purchase order.
Sell-to IC Partner Code	The IC partner code of the customer (populated automatically from the customer card).
Bill-to IC Partner Code	The IC partner code of the bill-to customer.
Customer Order No.	Carries the customer's own order reference, visible in the IC partner's company.
Send IC Document	Indicates the linked purchase order is flagged for IC transmission. Read-only.
Buy-from Vendor No.	The intercompany vendor whose lines will generate the purchase order on release.
Your Reference	The customer reference; transmitted to the Supply Company's incoming sales order.
Intercompany FactBox	Real-time view of the linked purchase order's Status, IC Status, Vendor Order Status, and Vendor Order No. per sales line.

Purchase Order — IC-relevant fields (Sales Company)

Caption	Description
IC Direction	Outgoing on an IC purchase order created by the app.
IC Status	New when the order is ready to transmit or has been reset; updated after successful send.
Buy-from IC Partner Code	The IC partner that will receive this purchase order as an incoming sales order.
Pay-to IC Partner Code	The IC partner that will issue the invoice.
Sales Order No. (sales)	The sales order number this purchase order was created from, linking the two documents.
Vendor Order Status	The status of the corresponding sales order in the Supply Company, synced back via the web service.

IC Outbox Transaction — extended fields

Caption	Description
IC Document Type	Distinguishes the transaction payload type: Order, Return Order, Shipment, Invoice, Credit Memo, Blanket Order, Order Confirmation, Receipt, Payment, or Refund.
Shipping Time (header)	The shipping time formula from the purchase order header, transmitted to the Supply Company.
Shipping Time (line)	The line-level shipping time, transmitted per order line.
IC Document Type (line)	The document type at line level (mirrors the header type).
Sales Order No. (sales)	The originating sales order number in the Sales Company, carried on each outbox line.
Sales Order Line No. (sales)	The originating sales line number.
Purch. Order No. (sales)	The purchase order number in the Sales Company, used by the Supply Company to route receipt confirmations.
Purch. Order Line No. (sales)	The purchase order line number in the Sales Company.
Location Code	The delivery location code from the sales/purchase order line.
Variant Code	The item variant code from the sales/purchase order line.
Return Reason Code	The return reason code on return order lines, transmitted to the Supply Company.
IC Blanket Order No.	The blanket order number in the Sales Company, carried on call-off order lines.
IC Blanket Order Line No.	The blanket order line number in the Sales Company.