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 Overview

Use this procedure if a purchase order requires delivery directly from the vendor to the customer. You can enter the sales order number in Purchase Order Entry and the customer number and address information is automatically assigned as the ship-to address on the purchase order.

Purchase Order Entry provides a direct link to the Sales Order module for drop-ship orders. You can enter drop-ship orders only if the Sales Order module is installed and if another purchase order number is not assigned to the sales order line.

 

To enter a drop-ship order

1. Select Purchase Order Main menu > Purchase Order Entry.

2. In the Order Number field, enter the order number that will be used to identify the drop-ship order or click the Next Number button to use the next purchase order number. For more information, see Purchase Order Entry - Fields.

3. In the Order Date field, enter the order date. In the Order Type field, select Drop Ship.

4. In the From Sales Order field, enter the sales order number representing the sales order that will be filled by drop shipments to the customer, or press ENTER to skip this field.

5. In the Vendor No. field, enter the number of the vendor shipping the items. Complete the remaining fields.

6. Depending on the selection made in the Include All Drop Ship Line Items field in Purchase Order Options, the following occurs:

7. If Only for PO Vendor was selected, all drop-ship lines from the sales order that have a vendor number matching the purchase order vendor number are copied to the purchase order. Drop-ship lines that do not have a vendor number are added to the purchase order if the purchase order vendor matches one of the vendors entered for those items in Item Vendors Maintenance.

8. If Yes was selected, all drop-ship lines from the sales order are added to the purchase order regardless of the vendor on the sales order lines.

9. If Prompt was selected, you are prompted to bring in all drop-ship lines from the sales order. Click Yes to bring in all drop-ship lines regardless of the vendor on the sales order lines. Click No to bring in only the drop-ship lines with a vendor number that matches the purchase order vendor number and the drop-ship lines with no vendor number and an item vendor that matches the purchase order vendor.

7. Complete the data entry process, and click Accept.

When you complete your entries, you can produce a printed purchase order for this drop-ship order by selecting Purchase Order Printing or Purchase Order Printing (Quick Print).

Note If the vendor invoice information for a drop-ship order is entered in Receipt of Invoice Entry, the receipt is recorded as a confirmation of delivery to the customer, but it is not recorded as a receipt of goods into inventory.

 

A drop-ship order is entered. The purchase order number is assigned to the sales order line.