Processing Orders for Drop-Shipment (Sales Manager)

Creating a Sales Order for Drop-Shipping

1. Open the Sales Orders (SO301000) form.
   To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
2. On the form toolbar, click Add New Record.
3. In the Summary area, select SO as the order type.
4. In the Customer box, select the customer.
5. On the Details tab, for each line you want to add to the sales order and mark for drop-shipping, click Add Row on the table toolbar, and do the following:
   1. Specify the branch.
   2. Specify the inventory ID of the requested stock item.
   3. Select a warehouse.
   4. Specify the quantity. Make sure the unit of measure selected by default is correct.
   5. Type the price if the system has not inserted it by default.
   6. Select the Mark for PO check box.
   7. Specify Dropship as the PO Source.
6. On the form toolbar, click Save to save the order.

Creating Drop-Ship Purchase Order for Sales Order

1. Open the Sales Orders (SO301000) form.
2. In the Order Type box, select the order type.
3. In the Order Nbr. box, select the reference number of the order.
4. On the More menu, click Create Purchase Order. This opens the Create Purchase Orders (PO505000) form with the list of purchase requests filtered for this sales order.
5. If needed, change the Creation Date, which indicates the date on which the system will generate the purchase order or orders.
6. In the table, select the unlabeled check boxes in the rows of the needed lines with the Drop-Ship type, and make sure each of the selected lines has the proper supplier specified in the Supplier box.
7. Click Process on the form toolbar or click Process All to generate purchase orders for all listed lines. The system generates the dropship purchase orders.

Linking a Sales Order to an Existing Drop-Ship Purchase Order

1. Open the Sales Orders (SO301000) form.
2. In the Order Type box, select the order type.
3. In the Order Nbr. box, select the reference number of the order.
4. On the Details tab, for each line that requires drop-shipping, do the following:
   1. Click the line, and on the table toolbar, click PO Link.
   2. In the Purchasing Details dialog box, which opens, select Dropship in the PO Source box.
   3. In the Supplier box, select the supplier from which the items have been ordered.
   4. In the table, select the unlabeled check box in the row of the drop-ship order to be linked to the sales order line.
   5. Click Save to link the orders and close the dialog box.
   6. Review the Drop-Ship PO Nbr. column, which displays the reference number of the dropship purchase order linked to this sales order line.
5. On the form toolbar, click Save to save your changes to the sales order.

Creating Drop-Ship Purchase Orders for Multiple Sales Orders

1. Open the Create Purchase Orders (PO505000) form.
2. In the Order Type box of the Selection area of the form, select SO (or a custom order type used in your organization for drop shipping).
3. If needed, change the Creation Date, which indicates the date on which the system will generate the purchase order.
4. In the table, select the unlabeled check boxes in the rows of the needed lines with the Drop-Ship type, and make sure each of the selected lines has the proper supplier specified.
5. Click Process on the form toolbar or click Process All to generate purchase orders for all listed sales orders. The system generates the dropship purchase orders.