Business Flow of Drop Ship Order

Drop Shipment is a process where the customer places an order on a company and the company instructs its supplier to directly ship the items to the customer.

Item creation for Drop Ship Orders

Enter the Item Name and Description.

Go to Tools à Copy From: Purchased Template. Click Apply and done

In the Order Management tab, select the Check boxes Customer Ordered, Customer Orders Enabled, Shippable, and OE Transactable.

Default SO Source Type as External.

Assign the Item to Inventory Organization

Add the Item to the Price List

Create a Sales Order

Go to Order Management Super User à Orders, Returns, Sales Order

Create a Sales Order with type Mixed and with the item created for Drop Ship Order.

Make Sure in the Shipping tab Source Type as External.

Once you save the Order the Order Line Status will be in Entered.

Now Book the Order. Order Line Status will be Booked.

Run the Workflow Background Process

Go to Purchasing à Reports/Run à Workflow Background Process

Item Type: OM Order Line

Process Deferred: Yes

Process Timeout: Yes

Make sure the request is completed Normal

Now, the Order Line Status will be Awaiting Receipt

Run Import Requisition Request

Navigate to Purchasing à Reports / Run à Requisition Import

Import Source: Order Entry

Open the request once the request is completed successfully.

Now, navigate to Order Management à Orders, Returns à Order Organizer

Enter the Sales Order Number and click Find.

Place the cursor on the Line tab, right click and go to Additional Line Information à Drop Ship

The Drop ship tab will show the Purchase Requisition Number with Approved status.

Copy the Purchase Requisition Number

Auto Create Purchase Order

Go to Purchasing à Auto Create

Clear the entire field and enter the copied Requisition Number and click Find. Auto Create Document window opens. Click the Automatic Button. New Document window opens. Enter the Supplier Name and Site and click Create.

Auto Create Purchase Order Window Opens with Purchase Order Created with Status Incomplete.

Click the Approve button and submit the PO for Approval.

Approve Purchase Order

Go to Purchasing à Purchase Order à Purchase Order Summary.

Enter the PO number and verify whether the PO is approved.

Receiving the Receipts

Go to Purchasing à Receiving à Receipts

Enter the PO Number and Click Find. Receipts window opens. Check the box in left side. Enter the Quantity received and Subinventory as Drop Ship. Save the Receipt.

Now, the Order Line Status will be Shipped and the Additional Line Information will show the PO Shipment as 1

Run Workflow Background Process

Go to Purchasing à Reports/Run à Workflow Background Process

Item Type: OM Order Line

Process Deferred: Yes

Process Timeout: Yes

Make sure the request is completed Normal

Now, the Order Line Status will be Closed