Direct Shipments will streamline purchasing and billing your customers for inventory that is shipped directly to them. When the invoice is received from the Vendor, you will receive the Po, post the vendor invoice to Accounts Payable and Bill the customer in one step.
When using Direct Shipments, if some of the lines on the order will ship from your warehouse, those lines will be on a separate order than direct ship lines. If you are creating direct shipments from multiple vendors, those lines will also be on separate orders.
Step one - Create a Direct Shipment from within the sales order.
Enter & Edit Orders
During Order entry you will select the product code and the quantity. You will then select F10 Set Direct Shipment is on the right hand side under Options.
If you are not using Branches:
The system will ask for a vendor when the product does not have a primary vendor setup. The vendor selection screen below has the option to set the selected vendor as the product’s primary branch vendor. The screen also has optional information grids for Product Vendors and Recent Product Receipts
Step 2-Receive Purchase Orders created by Direct Shipment
When you receive a Purchase Order created by a direct shipment the system will automate processes. The sales order related to the PO will be allocated automatically.
ordered, the system will allocate what was received and create a customer invoice, a backorder for both the PO and the sales order will be created.
The Update P.O Receipts-A/P & Accrued will show the Automation After Receipts for Direct Shipments Only which indicates that the system will automatically allocate the order
