How to: Create Drop Shipments

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A drop shipment is the shipment of an item or a consignment of items from one of your vendors directly to one of your customers.

Before you can use this feature, you must first set up the customer, vendor, and item cards necessary for the order.

To create a drop shipment

  1. In the Search box, enter Sales Orders, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Create a sales order. For more information, see How to: Create Sales Orders Manually.

  4. On the sales line, in the Purchasing Code field, select a purchasing code that has a check mark in the Drop Shipment field. If the column is not visible, open the shortcut menu for the column headings, and then choose Choose Columns to add it.

  5. You must now create a purchase order from a requisition worksheet. In the Search box, enter Requisition Worksheet, and then choose the related link.

  6. On the Actions tab, in the Functions group, choose Drop Shipment, and then choose Get Sales Orders.

  7. In the Get Sales Order window, fill in the filters to find the relevant sales order.

  8. Choose the OK button.

  9. On the requisition worksheet line, in the Action Message field, select New.

  10. In the Req. Worksheet window, on the Actions tab, in the Functions group, choose Carry Out Action Message. You can choose to print the order. Choose the OK button.

After you have released the purchase order, you must wait until the vendor informs you that the items have been shipped to the customer. You can then post the sales order and thereby post the drop shipment.

To post a drop shipment

  1. In the Search box, enter Sales Orders, and then choose the related link. Open the sales order.

  2. In the Sales Order window, on the Actions tab, in the Posting group, choose Post, and then choose either Ship to invoice it later, or Ship and Invoice to invoice it immediately.

  3. After you have posted the sales order as shipped, you can also post the purchase order as received. If the sales order has been invoiced, you can also invoice the purchase order.

Note

You cannot post the sales order until it has been linked to a purchase order. You can post the purchase order immediately or at a later date. When posting, you can only select Receive, because the linked sales order must be invoiced before you can invoice the purchase order. If item tracking was assigned on the corresponding sales order, the Get Sales Order function will also copy the item tracking lines to the newly-created purchase order. You cannot post a drop shipment order that has item tracking unless item tracking is synchronized. Serial numbers and lot numbers must be the same between the two related orders.

See Also

Tasks

How to: Create Sales Orders for Drop Shipments
How to: Create Purchase Orders for Drop Shipments Directly
How to: Create Purchase Orders for Drop Shipments Indirectly