Drop Shipment

 

CREATE ITEM:

Nav: InventoryàItemsàMaster Items

Give List Price in Purchasing Tab

Give source type is External in the order Management Tab

 

 

 

 

 

Order Management Responsibility:

Create Sales Order:

Nav : Order Management à Orders, Returns à Sales Order

 

Enter The Mandatory Details in Main Tab

 

After Entered Click the Others tab and Entered Payment Terms

 

 

Next Click the Line Items Tab enter the Item, quantity.

Now the status will be entered

 

 

Check the  source type will be external or not

 

Click the Book Order

Now the status will be changed to Booked

 

Next the concurrent – workflow background process

 

 

 

Now the status will be changed to Awaiting Receipt

 

Next Step import the requisitions

Goto the Purchasing Modules

Run the concurrent à Requisition Import

After entered the details Click submit

Click view output check the requisition will be created or not

 

Check the requisition in the Requisition Summary

 

 

After Imported the Requisition go to Auto create

Nav àPurchasing à auto Create

Enter the Requisition Number and click find

 

 

 

Select the checkbox and click Automatic

 

Click Create

 

 

After Creating Auto Create go to Purchase Order:

Nav à Purchasing àPurchase order àPurchase order

Click CTRL/F11

 

Click Shipments you can see the extra tab of Drop Ship

 

 

Click Approve and give OK

 

Next check the Purchase Order summary if the Purchase Order is approved or not

 

 

Receipt:

Take Receipt

Give PO Number and click find Tab

 

 

 

Enable the Checkbox and Save It

 

 

 

Now check the Receiving Transaction Summary

 

`

 

Now the Sales Order Status has been changed to shipped

 

Now take the invoice in Account Payable:

 

In the Purchasing Module Run the Concurrent è Pay On Receipt AutoInvoice

In Transaction Source Give “ERS”

 

Click ok and Submit

Now check the two concurrent has been completed

 

Click View Output

 

 

 

Run the Concurrent è workflow background Process

 

 

In the Sales Order , now the status has been changed to “Closed”

 

 

 

Account Receivable:

 

Check Interface line the sales order has been come or not

Nav è Receivables à control à Auto invoice à Interfaced lines

Ctrl/f11

 

 While Received

Run the concurrent Program è Auto invoice Master Program

 

Check the two concurrent has been completed or not

 

 

Click View Output and check the AR invoice

 

After completing the concurrent Program go to Transaction and check the amount is in line

Nav è Receivables à Transaction à Transactions

 

 

Receipt

Nav èReceivables à Receipts àReceipts

Next take receipt

First the amount is in unidentified before giving customer

If we give customer the amount goes to unapplied

Click Apply

Give line and Save It

 

Now the amount Goes to Applied

 

 

Next Goto Transaction and check the balance