Drop Ship Set-up and Steps

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To process a Drop Ship for Standard Item from entry to invoice for different orgs in different set of books.

Item
Functional Test
Steps/References
Values/Entries
1
Enter order
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
Sales Order Number:
2
Book the order
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
Line Status:
3
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
Request Id:
4
View Requisition Information
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
Requisition Number:
5
Create Purchase Order from the Requisition
Login to the Receiving Organization
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
PO Number:
6
Approve the PO
AutoCreate to Purchase Orders:
Click the Approve Button
Approval:
Submit for Approval: Checked
Click Ok
Verify that the Status of the PO is 'Approved'
Status:
7
View the PO Information
View the PO Information in the Responsibility where the order is created.  See Step 4.
Purchase Order:
Status:
8
Receive the full Qty
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
Receipt Number:
9
Verify the Receiving Transactions
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
 Transaction Types:
10
Verify the status of the line
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 
Status:
Qty Shipped:
11
Verify the Workflow Status of the Line
Tools > Workflow Status
If the Line Status is 'Fulfilled - Deferred'
Run the Workflow Background Process
See Step 2
Workflow Line Status:
12
Run Auto Invoice
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
Click Submit

13
Verify Invoice
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
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**

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