Drop Ship Cycle.docx

8/14/2019 Drop Ship Cycle.docx

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Drop Ship CycleArticles, General,Manufacturing,Order Management,Process FlowsAdd comments

The below are the steps involved in the Drop Ship Cycle:

Before you create an order, you have to perform some setups in order to drop ship, which

are listed in the below mentioned article DropShip Setups:

Drop Ship Setups

1. Create Sale Order

2. Book Sales Order

3. Check Status

4. Progress Sales Order

5. Check Status

6. Release Purchase Order

7. Import Requisition / Purchase Order

8. Link between sales order and purchase order

9. Receive the material against purchase order

10. Check Order status.

Create Sale Order

Navigation: Order Management Super User >> Order Organizer
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Click on NewOrder


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Enter Order Header Information


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Click on LineItemstab


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Click the Shippingtab and enter Item Number , Quantity and Receiving Organization


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Click BookOrderbutton.


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If order is booked successfully then a confirmation message will be displayed as shown in

the below picture.

Click on ActionsButton under LineItemstab


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Select AdditionalLine Informationfrom the List of values and click OK


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Select DropShiptab.

At this stage we do not have any purchase orders created related to this drop ship order.


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Close the AdditionalLine Informationform.

Make a note that the line status is Bookedat this stage.


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Letssee the workflow status.

Click on Tools >> workflow status


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Current activity will be Purchase Release Eligiblewith a status of Notified.

Close the workflow status page.

Go back to LineItemsand select the line. Right click on it and select ProgressOrder

option as shown below.


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Select PurchaseRelease Eligibleoption from List of Eligible Activities.


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Click OK.

The LineStatuschanges from Bookedto AwaitingReceipt.


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Click on Actions button

Select AdditionalLine Information.

Make a note that we still do not have PurchaseOrdercreated for this drop ship order.


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Close the order form.

Navigation: Order Management Super User >> Purchase Release


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A Concurrent request submit screen will pop up.

Click on Parameters and enter the sales order number that we created above. By doing this

concurrent request will just process this particular order instead of releasing all pending

drop ship order requests.

Click Submit

Close all open forms.

Navigation: Purchasing Super User >> Reports >> Run


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Select RequisitionImportprogram and click on parameters text box.

Enter parameters as follows

Import Source: ORDER ENTRY

Import Batch ID: Leave it blank

Group By: Item+

Last Requisition Number: Leave it blank

Multiple Distributions: No


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Initiate Approval after ReqImport: Yes

Click OK.

Wait until two concurrent requests RequisitionImportand CreateReleasesare completed.

Now go back Order Management Super user responsibility

Click on Order Organizer and enter the sales order number.

Click find to open the sales order.

Select Line Items >> Actions >> Additional Information.


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At this stage a purchase order is created related to this sales order.

Purchase order is in Approvedstatus because we initiated the approval process by setting

the parameter InitiateApproval Process after ReqImportto yes in the above concurrent

request.

If you have EDI / e-commerce gateway setup to drop the purchase order information to

supplier, it should trigger now.

Now Supplier has the purchase order information.

Supplier ships the parts to customer and will send us back the confirmation.

Once the confirmation is received we need to create a receipt.

Navigation: Inventory >> Transactions >> Receiving >> Receipts.


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Select the Receiving Organization that is selected on shipping tab of line items form.

Click the purchase order number which is found on the additional line information form or

the sales order that is created.

Click find.


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The Receipt form should open with the item information as shown below.

Check mark the Left checkbox and if the item is Lot or Serial controlled then click on Lot

Serialbutton.


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Enter the lot number. In my case the item being used is lot controlled.

Click done.


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Save and close the form.

Go back to Order Management and check the line status on the order form.

Now the line is shipped. To close the line run the workflowbackground processconcurrent

program.


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Once the workflow background process completed the line status should change from

shippedto closed.

Documents

Drop Ship Cycle.docx