Drop Ship Set-up and Steps

To process a Drop Ship for Standard Item from entry to invoice for different orgs in different set of books.
Item 1 Functional Test Enter order Steps/References Login to the Ordering Organization The person entering the order must be setup as a 'Buyer' in Purchasing: Purchasing > Setup > Personnel > Buyers OM Responsibility > Order, Returns > Sales Order
Main Tab: Customer: Enter your customer Order Type: Enter a standard order type Price List: Enter Price List Salesperson: Select any from LOV Others Tab: Warehouse: Select your Receiving Organization from the LOV Line Items Tab: Line 1.1 Ordered Item: Enter the item to be dropped shipped Qty: 2 Request Date: Sysdate Shipping Tab: Source Type: External Receiving Org: Your receiving organization Save Click the Book Order Button Verify: Order Header Status: Booked Line Status: Awaiting Receipt If line status is not at 'Awaiting Receipt', run the Workflow Background Process OM Responsibility > Report, Requests > Run Requests: Workflow Background Process Item Type: OM Order Line Process Deferred: Yes Process Timeout: No Click Submit

Values/Entries Sales Order Number:

Book the order

Line Status:

Run Requisition Import

Login to the Receiving Organization It is best to logon with a different user id then the ordering person. This new user id must be associated with a person who has been setup as an 'Approver' in the new Set of Books. Refer to Note: 295070.1 for detailed instructions. OM Responsibility > Orders, Returns > Requisition Import: Import Source: Order Entry Click OK Click Submit
Log on to the responsibility where the order is created OM Responsibility > Orders, Returns > Order Organizer Query the Sales Order Line Items: Place the cursor at line 1.1 Click on Actions > Additional Line Information > Drop Ship Tab Document the Requisition Number Login to the Receiving Organization

Request Id:

View Requisition Information

Requisition Number:

Create Purchase

PO Number:

Item

Functional Test Order from the Requisition

Steps/References
Purchasing Responsibility > AutoCreate Find Requisition Lines: Requisition: Enter Requisition No. Clear the Buyer Field Click the Find Button AutoCreate Documents: Select the Requisition Line Click the Automatic Button Select the Supplier Click the Create Button Document the PO Number AutoCreate to Purchase Orders: Click the Approve Button Approval: Submit for Approval: Checked Click Ok Verify that the Status of the PO is 'Approved' View the PO Information in the Responsibility where the order is created. See Step 4. Login to the Receiving Organization Purchasing Responsibility > Receiving > Receipts Find Expected Receipts: Purchase Order: Enter Purchase Order No Click Find Radio Button: New Receipt. Lines Tab: Check the Line Destination Type: Inventory Subinventory: Enter Subinventory Save A receipt number will be generated and will be visible in the Receipts Header Form Purchasing Responsibility > Receiving > Receiving Transactions Summary Supplier and Internal Tab: Receipt: Enter Receipt Number Click Find Click Transactions Verify there are two transactions: Receiving and Deliver Type Login to the Ordering Organization OM Responsibility > Orders, Returns > Order Organizer. Query the Order Click the Open Button Line Items Tab Main Tab Line 1.1 Status: Shipped Shipping Tab Quantity Shipped: 2 Tools > Workflow Status If the Line Status is 'Fulfilled - Deferred' Run the Workflow Background Process See Step 2 Receivables > Interfaces > AutoInvoice > AutoInvoice Master Program Invoice Source: ORDER ENTRY Default Date: Sysdate (Low) Sales Order Number: Order Number (High) Sales Order Number: Order Number Click OK

Values/Entries

Approve the PO

Status:

7 8

View the PO Information Receive the full Qty

Purchase Order: Status: Receipt Number:

Verify the Receiving Transactions

Transaction Types:

10

Verify the status of the line

Status: Qty Shipped:

11

Verify the Workflow Status of the Line Run Auto Invoice

Workflow Line Status:

12

Item 13

Functional Test Verify Invoice

Steps/References
Click Submit OM Responsibility > Orders, Returns > Order Organizer Query the Sales Order Line Items: Place the cursor at line 1.1 Click on Actions > Additional Line Information > Invoices/Credit Memo Tab Document Invoice Number

Values/Entries Invoice Number:

Key Setups 1. System Administrator - The person entering and executing Requisition Import must be setup as a 'Buyer' and 'Approver'. See Note: 295070.1 - Setup Buyer and Approver for Drop Ships. 2. Inventory - Drop Ship items must be defined in the ordering and receiving organization. 3. Item Attributes: Inventory: Inventory Item, Stockable, Transactable, Reservable Purchasing: Purchased, Purchasable, List Price - must be entered Order Management: Customer Ordered, Customer Orders Enabled, OE Transactable Receiving: If set to 'Direct Delivery', the Receiving process completes in one step instead of two or more ***Checked for relevance on 10-04-2013**