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[Tom Shannon]

Hello,

I thought I had seen someone discussing a customization that allowed for easy creation of a PO from a dropship SO, but for the life of me I can’t find the thread.  Does anyone have such a customization, or remember the thread where that was discussed?

Thanks!
Tom

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Tom Shannon
CFO
Ohio Shared Information Systems
Cincinnati OH
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[Cynthia Priebe]

Tom,

You don’t need a customization. You can use the Requisition Worksheet to get information from your Sales Order Lines indicated as Drop Ship. Then carry out the action plan to create Purchase orders for the drop shipments.

On the sales order, indicate the items to dropship. Make certain your Purchase Code is setup for Drop Ship.

Go to the Requisition Worksheet and select Drop Shipment, Get Sales Orders

If you have a vendor assigned to the item and this vendor is correct, all you need to do is select Process, Carry Out Action Message and your purchase order is created for the drop shipment.

Let me know if this may be what you saw previously, or if not, if it could work for you.

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Cynthia Priebe
New View Strategies
“The NAV & BC training and process experts”
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[Phil York]

Another method to create a PO from dropship SO:
Highlight the sales order and goto Actions–>Functions–>Create PO

If you want to create multiple PO at the same time, select the first sales order and use the same process and enter the series. 
This only works if all your sales orders are numbered consecutively in this case from 15 to 20.

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Phil York
radius global supply
OTTAWA
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[Tom Shannon]

Thanks for the detailed replies with screenshots!  Unfortunately creating the PO with the SO highlighted doesn’t work if it’s a dropship transaction.  And I was hoping to be able to initiate the PO creation with a button on the SO screen instead of using the Req Worksheet or navigating to the New PO screen.  I do appreciate the replies, though, so thank you!

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Tom Shannon
CFO
Ohio Shared Information Systems
Cincinnati OH
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[Drew Kipfer]

Hi Tom, 

We wrote a customization to handle this in our system. For us the sales team determines which vendor to buy from and the cost. We needed a way to have the system copy what was defined on the SO over to the PO that didn’t follow the system costing or the predefined vendor. Is this similar to what you are looking to do? Thanks!

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Drew Kipfer
EMP Technical Group
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[Tom Shannon]

Hi Drew,

I was mostly interested in being able to generate a PO directly from the SO screen, but that customization sounds great, too.  Thanks for the idea!

Tom

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Tom Shannon
CFO
Ohio Shared Information Systems
Cincinnati OH
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[Michael Heatherly]

We added an additional customization to designate an alternate source vendor in the sales order line so the PO would be created to the alternate source vendor instead of the Default Vendor in the Item Card.

We do not have Manufacturer level alternate sources of supply. We are a wholesale distributor representing the Major manufacturers we distribute for.

The alternate supplier we would buy from, would be another regional distributor representing the same Manufacturer.

That regional distributor would also be using the Manufacturers Part number scheme (up to 80 characters).

This enhancement made the drop ship PO function far more manageable and closer to the functionality we had on our old ERP system for 20 years.  We drop close to 30% of what we sell.

We could also issues different PO(s)  to multiple sources from the same sales order.

 

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Michael Heatherly
controller
Lesman Instrument Company
BENSENVILLE IL
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[Maria Avery]

We’ve done some customization.

• On the Sales Order Line Add the Item number under Purchasing Code select Drop Ship

• From the Action Tab select *Create this Sales Order Po’s
  • As long as the vendor no is selected in the Replenishment tab of item card, the PO will be created with the vendor selected.

• After clicking on the Create this Sales Order’s PO’s pops up.

• On the Sales Order the system will enter the Purchase Order No to the line that is connected by a drop shipment.

• On the Purchase Order the Sales order No is added to the connected Drop Shipment line and the Drop Shipment box is checked.

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Maria Avery
Controller
Compax
Salt Lake City UT
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[Tom Shannon]

Thanks, Maria!  This sounds like what I was looking for.  Did you do the customization yourself, or did a partner?

Thank you,
Tom?

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Tom Shannon
CFO
Ohio Shared Information Systems
Cincinnati OH
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[Maria Avery]

Your welcome!  Our partners at the time we started with NAV in 2010 customized it.

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Maria Avery
Controller
Compax
Salt Lake City UT
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[Michael Heatherly]

Our partner did it.

 

We had to drill the concept into them.

 

We created the PO from the sales order ribbon.

 

The other issue you have to be careful of when processing, payables entry  is that you have to back order the sales order line items ( you must remove the quantity to ship and quantity to invoice ) of the sales order lines that did not ship to backorder properly. The PO receipt automatically sets the sale order lines as shipped, but standard Nav defaults to invoice everything,  which it shouldn’t.

 

Navision should create a drop ship sales order po order module and unlink from warehouse functionality.

 

——Original Message——

Thanks, Maria!  This sounds like what I was looking for.  Did you do the customization yourself, or did a partner?

Thank you,
Tom?

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Tom Shannon
CFO
Ohio Shared Information Systems
Cincinnati OH
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[Maria Avery]

One other things. 
when we first started using NAV we found that using drop shipments we could not change the qty of the PO or SO.  
So on the PO we have a Drop shipment column with a check mark. The checkmark is checked when the SO & PO are connected. We uncheck the check mark and it lets us change the qty on the PO at the same time it will change the qty on the SO.

In cases where the PO has already been created and we want to connect it to the SO. We can do that too.   

This may have changed with later versions.  We are currently using NAV2016

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Maria Avery
Controller
Compax
Salt Lake City UT
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[Robert Michon]

Tom,

As Cynthia Priebe mentions, this can be done via the Requisition Worksheet, which we did manually for some time, but because of our drop ship order volume, we had to automate it.

We had a customization developed by our partner that works off of the Requisition Worksheet and automatically processes any “drop ship” orders into POs via a job queue.  This process also releases, posts, invoices the orders, and receives the items on the PO.  Then, outside the scope of your question but to demonstrate complete end-to-end automation, we then have another automated process that generates the PO and e-mails them to our vendors.  Other processes manage the interaction of the PO being received by the vendors (acknowledgement, shipping, tracking, cancellation, etc.).

Hope this helps.

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Robert Michon
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[Tom Shannon]

Robert,

Thank you for the reply.  That customization sounds incredibly helpful!  Would you mind sharing the name of the partner that developed that for you?

Thanks,
Tom

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Tom Shannon
CFO
Ohio Shared Information Systems
Cincinnati OH
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[Phil York]

Robert, this sounds incredible.. maybe you can send me a PM about these customizations as we are struggling to do all this manually.

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Phil York
radius global supply
OTTAWA
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[Maria Avery]

I’m be happy to.

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Maria Avery
Controller
Compax
Salt Lake City UT
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