Posts Tagged ‘Drop Ship’
I put together some videos showing some of the new functionality in Dynamics GP 2013. This playlist includes the current collection: http://www.youtube.com/playlist?list=PLPx395HRNzZDrNBOoZuDX64tehFukqyOH
Included in this list:
- Multiple Selection of Serial Numbers
- Selecting Serial Numbers on Drop Ship Orders
- PO Tolerances
- Suggested Items
- Home Page Changes
- Consolidating Invoices
This is a handy enhancement that will speed up the selection of serial numbers in GP. Prior to GP 2013 you had to individually select serial numbers one at a time and insert them into the selected area on various screens in GP. In GP 2013 you can select ranges or several individual numbers at once and then insert them into the selected area.
This is an example of what available serial numbers look like, showing several selected at once:
This is a PowerPoint from Microsoft that explains this functionality: GP2013 FOD Multi-Select Serial Numbers
This is a quick video I created to show this in action.
Dynamics GP 2013 includes enhanced functionality to more easily track serial and lot number items on drop ship orders. If you’re shipping orders from your vendors directly to your customers, this functionality allows you to capture the serial and lot numbers early in the process. This will improve the control and traceability of serialized and lot controlled items.
This is a PowerPoint from Microsoft on this functionality: GP2013 FOD – Track Serial Lot on Drop Ship
Here is a quick video that shows this in action.
If you have a high volume drop ship business, Dynamics GP can help you manage and operate the business. You may receive sales orders from a website or have several sales order entry people that can really turn out the orders. If a lot of these orders are to be drop shipped from your suppliers, directly to your customers, Dynamics GP can help you keep it all in control.
This is a typical process that might be used:
Orders have sales order lines that have the Drop Ship box checked.
All orders are saved into one or more batches. The batches will be used to process a lot of orders at once.
Periodically purchase orders will be created to your suppliers to provide order detail and shipping instructions. Use the Sales Document Range Inquiry screen to select all sales orders for which you want to create purchase orders. There are different criteria that can be used to select all the drop ship orders. In my example I used a unique Order Type to identify the drop ship orders. Click on the Purchase button to create purchase orders for all the drop ship orders.
The system will suggest purchase orders that should be placed. You can change the attributes of any purchase order at this time if you want.
In this example I am creating several purchase orders to two vendors to fulfill all the drop ship orders. When the suggested purchase orders are reviewed and determine to be OK, select the Generate button, and the purchase orders will be created.
You can use the Print Purchasing Documents screen to e-mail purchase orders to the vendors all at one time.
As orders are shipped by your suppliers, you can process the vendors’ invoices into accounts payable. When the vendor invoicing transactions are posted, they will indicate to the related sales orders that the items have been shipped. The Quantity Fulfilled on each sales order line will be updated with the information.
Periodically you can transfer orders in your batch(es) to invoices, send the invoices out via e-mail, and post the invoices.
By using the batch processing functionality in Dynamics GP, you can quickly manage a large number of drop ship orders.
Here’s a related post that gives more detail on the drop ship process within Dynamics GP: http://gp.rosebizincblogs.com/2011/11/processing-direct-shipments-in-dynamics-gp.html
Here’s a video I created the shows you the process: http://youtu.be/GD_qzCe6KeQ
Dynamics GP has the ability to quickly process drop ship orders. Typically in a drop ship situation, your customer will place an order with you. You will then create a purchase order to your supplier and instruct them to ship the product directly to your customer. Once your supplier has shipped the product, you will enter the vendor’s invoice to accounts payable and invoice your customer. You can use this process on a single order basis or process orders in bulk. This is the process if you’re processing one order at a time:
I found it best to create a separate order type for drop ship orders that has the allocation option set to, “none.”
Enter the order from your customer and make sure to mark the Drop Ship check box. This will modify the shipping instruction on the purchase order to indicate that the vendor should send the product directly to your customer. Notice that the quantity fulfilled is o.
You can quickly create a purchase order for this sales order by selecting Actions >> Purchase. This will bring up the Purchase Order Preview screen. You can modify the attributes here if you want, or just accept the defaults that are based on your system setups.
This action will create a new purchase order. Once the shipment to your customer has been made by your vendor, you can enter the vendor’s invoice into accounts payable. This will update the sales order to indicate that the quantity ordered, has been fulfilled.
From this point you can process the invoice as you normally would; send the invoice to your customer, and post the invoice.
This is a quick video I created to show this in action: http://youtu.be/CsUvTiw2PtM