Service Type Documents

Answered

Cansu Kucuk

• February 18, 2025 14:51

The Intercompany addon on SAP Business One currently does not support Service Type Documents, such as service invoices, service credit notes, and service purchase orders. This limitation restricts the handling of intercompany transactions that are service-oriented.

Please consider extending the existing scenarios to include support for service type documents, enabling seamless intercompany processing for both goods and services.

Thank you.

Vote

16

• Official comment

  

  Anders Selling Jensen

  • February 24, 2025 12:18
  • Edited

  Hi,
  
  This is currently not planned.
  
  I would however like a more elaborate description of what you are hoping for.
  I am assuming that for the service invoices and service credit notes it would basically be the A/R Invoices to A/P Invoice and A/R Credit Notes to A/P Credit Notes scenario, but just with service type documents instead of item type documents?
  As for service purchase orders I'd like to know what follow-up documents (goods receipts, invoices, so on) should synchronized as well. And what each of the synchronized documents should be on in the target company (for example should the purchase order become a sales order?).
  
  Basically I'd like to be able to work out a relationship map like we have for the warehouse or dropship scenarios:
  
  
  Thanks for your development request.
  
  Best regards
  Anders
• 

  Cansu Kucuk

  • February 24, 2025 14:07

  Hi Anders,

  Thank you for your response. 

  Below is a more detailed explanation of our request based on internal discussions.

  Yes, for service invoices and service credit notes, the expectation is to follow the same A/R to A/P and A/P to A/R invoice/credit note synchronization process that currently exists for item-based documents but applied to service-type documents instead. These will be adhoc documents not copied from source documents like POs or SOs.

  Regarding service documents starting from the ordering process, the standard relationship map we follow is:

  Service Purchase Order → Service Sales Order  (linked below to)

  Service Sales Invoicing → Service Purchase Invoicing (linked below to)

  Service Sales Credit Notes →  Service Purchase Credit Notes
  
  This process is needed for companies that provide services to each other, rather than transferring physical items. It also supports cost recharges and intercompany financial transactions.

  
  There is no need for Delivery or GRPO in this scenario, as these transactions only involve services.

  Additionally, a key requirement is the ability to identify or overwrite the account in the target company, since the accounts used for service transactions will differ between entities.  For example, the master company that has the PO will have an account, that when it its created in the target company, it will use another account.

  Please let us know if this clarification helps and if this feature can be considered for a future release.

  Happy to discuss this further if needed.

   

  Thanks & kind regards,

  Cansu
• 

  Anders Selling Jensen

  • March 05, 2025 10:17

  Thank you for sharing your feature request with us. We appreciate your feedback and your input in helping us improve our solutions.
   
  At this time, this feature is not yet planned for development. However, we will consider it as we gather additional input from other partners and customers to assess the overall demand and impact.
   
  We encourage you to stay connected with us, and we will keep you informed if there are any updates regarding this request. 

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