Drafts or firm documents: your choice

Choose which intercompany documents arrive as drafts and which are created firm.

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What it does

For each document type, decide whether the receiving company gets a draft to check or a firm document. Firm sales quotations and return requests can be created directly.

When you need it: Orders arrive as drafts to check; goods receipts are created firm.

How it works

By default, the receiving company gets each incoming document in draft form, and a user there checks and adds it.
Tick "Direct creation of Firm Marketing Document" in the general settings and the receiver gets a firm document instead.
Choose the browse button beside the box to pick which pairs are created firm. The button works only while the box is ticked, and ticking any pair ticks the box.
For a pair marked firm, the firm document is created only when the receiver's document total matches the sender's, and the receiving company must have a tax code on the document.
Pairs that can be created firm start from purchase quotations, purchase orders, deliveries, A/R down payment invoices, A/R invoices, A/R reserve invoices, goods returns, goods return requests and A/R debit memos, plus credit memos in either direction.

Set it up

The box and the pair list sit in Administration › Setup › Intercompany › General Settings. After an upgrade, a company that already had the box ticked finds every pair in the list ticked. Like the other general settings, it has to be set in every branch company.

Since: Version 48 (June 2023) made the pairs selectable one by one; version 53 (November 2024) added firm sales quotations and return requests; version 54 (April 2025) added notes on the screen that state the conditions for a firm document.

Good to know

Correction invoices and their reversals are not among the pairs that can be created firm.
Drafts belong to the B1i user; choose that user in the Draft Documents window to see them.
Set up tax code determination in the receiving company so the firm document has its tax code.