Drop Ships

[rforeman]

Does anyone use Drop Ships in Great Plains. We are using version 7.5 and I am interested in how people process Customer invoices for Drop Ships. We receive invoices from our vendor and will process the through payables. But, we also need to bill our customer. Is there a link between AP and SOP to allow us to automatically invoice our customer with the quantity and cost from the AP invoice.

Thanks

 

[Luvsql]

Drop Ships on a sales order is for linking purchase orders to a particular sales order, as well as updating the vendor's purchase order with the customer's address ie the goods that you purchase from the vendor will be shipped directly to the customer instead of to you first.

The link between the cost on the sales order totally depends on your valuation method. Any cost discrepancies between the shipment and the invoice match will also be updated properly.

 

[rforeman]

I may not have been clear. We are looking for a way to automatically invoice customers with the qty shipped on the vendor invoice as well as update the actual cost. Since we will be receivin in vendor invoices that only reference our PO number, the link needs to be something like this.

Enter Accounts Payable invoice ---> Post AP ------> Transfer Sales Order to Invoice. (this last part being automatic vs having to look up the order number and go into Sales Trx Entry for each on)

Thanks

 

[Dukester0122]

The drop-ship process always starts from sales then goes to purchasing. If you receive the goods before making the sale then there's no link because you're going to stock the goods instead of making a drop-ship. Remember since you're doing a drop-ship, your inventory should not increase. But if you create the sales then from there create the PO then you'll have a link.

Once PO is receive then you can Invoice which creates the AP entry that will be posted to Financials. If you post the Invoice this will update the Item Current Cost if you're using Perpetual method or Standard Cost if Periodic. Since there's a link between SO and PO this will also update the SO line item.

Few things you have to remember:
1. Mark the Drop-ship box in the Sales Order line
2. Mark the Allow Sales Documents Commitment in the Purchase Order

Hope this helps.

 

[PTina]

If I understand you correctly you purchase goods for resale and would like your payment invoice to the vendor to generate a drop-ship sales invoice to the customer.

There is no automatic link between AP and sales to do this. You would have to write a modification in VBA to generate the SOP invoice from the AP invoice or manually key in the SOP invoice.

Hope this helps.