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SCM: How to Process a Drop Ship Sales Order, Purchase Order, AP Voucher and Invoice for Intangible Items

This document outlines the procedure for processing drop ship sales orders for intangible items. It details the steps to create a purchase order from a drop ship sales order. The process continues with creating an AP voucher and invoicing the sales order to fulfill it. A known issue requires unapproved sales orders to be approved or have a warehouse added before a purchase order can be created.

  • Jun 25, 2020
  • Knowledge

Title
SCM: How to Process a Drop Ship Sales Order, Purchase Order, AP Voucher and Invoice for Intangible Items
Summary
This document outlines the procedure for processing drop ship sales orders for intangible items. It details the steps to create a purchase order from a drop ship sales order. The process continues with creating an AP voucher and invoicing the sales order to fulfill it. A known issue requires unapproved sales orders to be approved or have a warehouse added before a purchase order can be created.
URL Name
SCM-How-to-Process-a-Drop-Ship-Sales-Order-Purchase-Order-AP-Voucher-and-Invoice-for-Intangible-Items

Release Version
Additional Notes
  • Usually an intangible item is processed through a "Drop Ship" type Sales Order.
  • There is no "Complete" Status for Sales Order. The life of a Sales Order ends when the Shipping Status becomes "Fulfilled." 
Procedure
  • Use a DropShip Sales Order(SO) to create a Purchase Order(PO)
  1. Create a DropShip Sales Order and Submit for Approval
  2. Click Create and Edit PO
  3. ​Select the Sales Order Lines
  4. Enter the Supplier Site, if it is not already defined
  5. Click Create Purchase Order
  6.  Select the PO from the Existing Purchase Orders list 
  7. ​Click Submit for Approval
  • ​Create and process the AP Voucher
  1. Scroll to 'AP Voucher' related list
  2. Click New AP Voucher
  3. Click Continue (Record Type of of new record is "Open")
  4. Enter Supplier Invoice Number
  5. Enter Invoice Date
  6. Click Save
  7. Click New Voucher Line from PO
  8. Select the PO Lines
  9. Click Add Purchase Order Lines
  10. Click Received (causes SO Line Item Status > "Shipped")
  11. Click Matched
  • Invoice the SalesOrder
  1. From the SalesOrder, Click Review Invoice
  2. ​Select the lines and add Qty To Bill if necessary
  3. Click Bill to create Invoice (causes Sales Order's Shipping Status > "Fulfilled")
Objective
  • Process a Drop Ship Sales Order, Purchase Order, AP Voucher and Invoice for Intangible Items
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Knowledge:SCM: How to Process a Drop Ship Sales Order, Purchase Order, AP Voucher and Invoice for Intangible Items