This proposal covers the scope of Automating the creation of Invoices and Bills.

Proposal Summary

This proposal will be covering the implementation of the Automation of Creating Invoice and Bills from Intercompany Sales Order and Purchase Order to the production account.

Requirement 

Macrofin’s client needs to automate the creation of the Invoice and Bill when an Intercompany Purchase Order and  Sales Order have been created. 

Our Solution

We propose to add the trigger of creating an Invoice and Bill at the time of the creation of the Sales Order through NetSuite Script. We assume the following flow of Intercompany transaction:

1. Create an Intercompany Purchase Order by making sure there is enough stock in that location.
2. Generate Sales Order through ‘Manage Intercompany Sales Orders’ with a current customer, location, and currency.

When the Sales Order is created with the given location and also this creation of Sales Order triggers the creation of Invoice and Bill. The NetSuite script will be checking the ‘Paired Intercompany Transaction’ field at the time of SO creation and if it is not empty, this triggers the creation of Invoice and Bill.

If the Sales Order is not generated through the ‘Manage Intercompany Sales Orders’, then it is required to select the ‘Paired Intercompany Transaction’ at the time of SO creation. The NetSuite script will not be triggered in the Edit Action.

The Invoice and Bill will be having the Related Records of Sales Order and Purchase Order respectively.

The Automation of  Invoice and Bill will be initiated when the Accounting Preference- ‘INVOICE IN ADVANCE OF FULFILLMENT’ and ‘ BILL IN ADVANCE OF RECEIPT’ is enabled.

After the creation of the Invoice and Bill, you can fulfill the items (Item Fulfillment)and Receive the items(Item Receipt) accordingly.

NOTE: The Purchase Order and  Sales Orders can be linked through the field ‘Paired Intercompany Transaction’. Also, You cannot delete a paired transaction. If you must delete a previously paired transaction, set the Paired Intercompany Transaction list to blank, and then save. Then, in edit mode on the transaction, select Actions, and then Delete.

Assumptions

1. We assume that the Intercompany Purchase Order is created first and the Sales Order is generated through ‘Manage Intercompany Sales Orders’.
2. We assume that all the fields required to create Bill and Invoice are made available in Purchase Order and Sales Order respectively.
3. We assume that the Accounting Preference- ‘INVOICE IN ADVANCE OF FULFILLMENT’ and ‘ BILL IN ADVANCE OF RECEIPT’ is enabled.
4. We assume that the details like Location, Department, Class required for the Sales Order, and Invoice is provided within the ‘Manage Intercompany Sales Orders’ page before generating Intercompany Sales Orders.

Risks 

• Automatic invoice/Bill will not be generated, if the user added value to the ‘Paired Intercompany Transaction’ field after the  SO creation i.e., in the Edit Action.