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	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**