Learn About Managing Intercompany Sales Order in NetSuite

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Client Portfolio

A company based in Australia’s Brisbane has been in the powder painting industry for more than 37 years. They are experts in powder coating, priming, and abrasive blasting for projects of any size. The firm wanted to implement NetSuite and customize the software for intercompany sales order management. 

Problem Statement

This Australian client of ours wanted to minimize manual labor. They also wanted to simplify the purchase and sale of a product between two subsidiaries. We examined and comprehended the needs of the customer before starting customized operations. 

Imagine a scenario where there are two subsidiaries. One creates a Sales Order (SO) and a Work Order (WO) simultaneously. At the same time, a purchase order or PO is created in another.     

The client wanted the second subsidiary to create a sales order when drafting a purchase order.  

When one creates a purchase order, the second subsidiary must create a sales order as well. They intend to generate a PO at a different subsidiary and sell it through them.  

That implies that transactions should take place between two subsidiaries. The client’s challenge was figuring out how to process things while minimizing manual labor.  They faced trouble in manually drafting a bill in PO.  

What We Suggested

The Jobin & Jismi team seized the chance to help this amazing company achieve its lofty goals. They received assistance from our team by way of the following services.

Our team conducted a thorough research of the client’s requirements and business procedures. They then quickly developed a solution. When one sells the product from the first subsidiary to the second, they create an SO.  

The team of developers generated an item fulfillment in order to demonstrate the selling procedure. The system generates and invoice after the creation of an IF 

After the sale of the item, the first subsidiary generates and invoice for its services. Our developers produced that invoice for the second subsidiary. The latter generates a bill showing the amount that the second subsidiary has to pay.  

The first subsidiary has to create another invoice. This contains details about the amount that the second subsidiary has to pay. In other words, the first subsidiary providing the service generates invoices.  

The second who pays comes up with the bills. The system needs to generate a bill in the second subsidiary from the existing PO. The first subsidiary offers painting, powder coating, steel pipe, aluminum frames and others. The second subsidiary buys these items from the first.  

The first subsidiary offers products only after the project is over. One initiates the process when creating the SO. So, our developers first prepared the PO and then the SO.  

The team creates a Work Order along with a Sales Order to track the manufacturing process. SO sells items prepared once WO finishes.  

Our team faced a major hindrance during this customization. When one purchases and sells a product between two subsidiaries, they must first manufacture it. This involves a work order.  

However, this was a bit challenging. Because of a saving issue, they could not manually create a WO from the SO. They fixed the issue by linking scripts.

Jobin & Jismi‘s team of experts mitigated the risk by conducting an extensive study. With the help of Suite Answer, they found the right solution. Our team successfully completed the customization within 2-3 days.  

Customer Success

The Aussie firm no longer needs as many manual processes, which makes their operation much simpler. Automation automatically generates work orders now. They can produce PO in one subsidiary, and then immediately create SO and WO in the other subsidiary.    

Our team of experts was able to meet all the requirements of the client. Automation simplifies all the tasks and reduces the time spent on it. It also boosts productivity and helps businesses maintain the upward trajectory.   

With our help, the client was able to simplify work and save time. This enhanced flexibility and industrial expertise. By doing so, output, sales and efficiency peaked.   

Get ready to experience top-notch Netsuite Customization with Jobin & Jismi. Contact us at contactus@jobinandjismi.com to schedule a consultation.