Chapter 4_Drop Ship

This chapter describes enhancements made to support a more streamlined Drop Ship process where the user links the sales documents to a drop ship purchase order thereby bypassing the inventory system and using the cost of the purchase order on the sales transaction.
This chapter contains the following sections:

• Changes to Sales Setup

• Changes to Sales Order Entry

• Changes to Counter Sales Entry

• Changes to Invoice Maintenance

• Correcting a Drop Ship Invoice

• Changes to Sales Detail Inquiry List

• Changes to Sales Inquiry

• Changes to Sales History Inquiry

Changes to Sales Setup
Sales Setup has been modified with the addition of the Sales POP Inv Batch to support Drop Shipments on the SOP documents.

1. Open Sales Order Entry

(Microsoft Dynamics GP>Tools>Setup>Cinch Sales>Sales Setup)

1. Sales POP Inv Batch is the Batch Number the system will use to save the unposted Purchase Invoices in that are created when a Drop Ship Invoice is posted.

2. If not defined the GP user ID will be used for the Batch ID.

Changes to Sales Order Entry
Sales Order Entry has been modified to support Drop Ships.

1. Open Sales Order Entry

(Transactions>Cinch Sales>Sales Orders)

1. Mark the Drop Ship checkbox to indicate a Drop Ship Order.

   1. When the checkbox is marked the PO Number on the line will become active.

2. Select the PO Number to tie the document to.

   1. The Purchase Order must be a Drop Ship Type.

   2. The Purchase Order, Allow Sales Documents Commitments checkbox must be marked on the Purchase Order.

   3. The Customer and Item Number on the Order must match the Customer Number and Item on the Purchase Order.

   4. To create a Purchase Order on the fly drill back on the PO Number to access Purchase Order Entry.

   5. When the Drop Ship checkbox is marked and the Item Type for the selected Item is Sales Inventory, a PO is required.

3. When the Sales Order is Invoiced to either Counter Sales or Invoice Maintenance the PO information will follow along to the newly created document.

   1. The purchase match invoice of the Drop Ship will not be created until the Invoice is posted.

4. The system does NOT support Splits along with Drop Ship.

Changes to Counter Sales Entry
Counter Sales Entry has been modified to support Drop Ships.

1. Open Counter Sales Entry

(Transactions>Cinch Sales>Counter Sales)

1. Mark the Drop Ship checkbox to indicate a Drop Ship Counter Sale.

   1. When the checkbox is marked the PO Number on the Additional Line Information window become active.

   2. If the Counter Sale originated from a Drop Ship Order the checkbox will be marked.

2. Select the PO Number to tie the document to.

1.  

   1. The Purchase Order must be a Drop Ship Type.

   2. The Purchase Order, Allow Sales Documents Commitments checkbox must be marked on the Purchase Order.

   3. The Customer and Item Number on the Counter Sale must match the Customer Number and Item on the Purchase Order.

   4. To create a Purchase Order on the fly drill back on the PO Number to access Purchase Order Entry.

   5. When the Drop Ship checkbox is marked and the Item Type for the selected Item is Sales Inventory, a PO is required.

2. When the Counter Sale is Invoiced the PO information will follow along to the newly created document.

   1. The purchase side of the Drop Ship will not be created until the Invoice is posted.

3. The system does NOT support Splits along with Drop Ship.

Changes to Invoice Maintenance
Invoice Maintenance has been modified to support Drop Ships.

1. Open Invoice Maintenance

(Transactions>Cinch Sales>Invoices)

1. Mark the Drop Ship checkbox to indicate a Drop Ship Invoice.

   1. When the checkbox is marked the PO Number on the Additional Line Information window become active.

   2. If the Invoice originated from a Drop Ship Order or Counter Sale the checkbox will be marked.

2. Select the PO Number to tie the document to.

1.  

   1. The Purchase Order must be a Drop Ship Type.

   2. The Purchase Order, Allow Sales Documents Commitments checkbox must be marked on the Purchase Order.

   3. The Customer and Item Number on the Counter Sale must match the Customer Number and Item on the Purchase Order.

   4. To create a Purchase Order on the fly drill back on the PO Number to access Purchase Order Entry.

   5. When the Drop Ship checkbox is marked and the Item Type for the selected Item is Sales Inventory, a PO is required.

2. When the Invoice is posted the system will do the following:

   1. Create an unposted Purchase Invoice.

   2. Inventory will NOT flow through Dynamics GP Inventory.

   3. The COGS will flow through at the General Ledger level.

Correcting a Drop Ship Invoice
Drop Ship corrections will be handled from Sales Return Entry.

1. Open Sales Return Entry

(Transactions>Cinch Sales>Returns)

1. To return a drop ship item into inventory:

   1. Enter the return, do not use the Return From document.

2. To correct billing price:

   1. Select the Return From Drop Ship document.

   2. Select the Rebill checkbox.

   3. The return distributions will be for the Drop Ship Item, no inventory will be returned.

   4. The rebill document will be created as a drop ship with the original Purchase Order selected.

      1. When the corrected rebill invoice is posted user will need to void/delete the Purchase Invoice that is created.

Changes to Sales Detail Inquiry List
Sales Detail Inquiry List has been modified to display the Drop Ship indicator and Purchase Order Number and Line Number.

1. Open Sales Detail Inquiry List

(Inquiry>Cinch Sales>Sales Detail Inquiry)

1. The Drop Ship checkbox when marked indicates a Drop Ship Invoice.

Changes to Sales Inquiry
Sales Inquiry has been modified to display the Drop Ship indicator and Purchase Order Number and Line Number.

1. Open Sales Inquiry

(Inquiry>Cinch Sales>Sales Detail Inquiry; Sales Doc button)

1. The Drop Ship checkbox indicates a Drop Ship Invoice.

2. The Additional Line Information will display the PO Number and PO Line Number.

Changes to Sales History Inquiry
Sales History Inquiry has been modified to display the Drop Ship indicator and Purchase Order Number and Line Number.

1. Open Sales History Inquiry

(Inquiry>Cinch Sales>Sales Detail Inquiry; Sales Doc button)

1. The Drop Ship checkbox indicates a Drop Ship Invoice.

2. The Additional Line Information will display the PO Number and PO Line Number.