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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Drop Ship PO vs. Regul...
Finance | Project Operations, Human Resources, ...
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Drop Ship PO vs. Regular PO into Vendor Location and then Transfer to customer location

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Posted on by adame21 10

Hi,

We are attempting something new that we have never had to deal with before. We have a Vendor in NJ direct shipping an item to one of our consignment customers in CA. Do I want to bother with a Drop ship PO? ( I have tried but the distributions keep holding me up because I can not get the item to invoice). Or would my best bet be to do a normal PO into a location for the vendor and then transfer from the vendor location to the customer location? I need the given items to show up under the Consignments Customers location inventory. 

Thank you in advance for your help.

Angela

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Microsoft Dynamics GP
  • Joseph Markovich Profile Picture
    Joseph Markovich 3,900 on at
    RE: Drop Ship PO vs. Regular PO into Vendor Location and then Transfer to customer location

    Hi Angela-

    I get everything going on now. This seems to be your best way.

    In the past I've recommended using the in-transit transfer feature with a bunch of extra fields using Extender to do consignment. But the only difference was everything was first sent to a main warehouse location.

    If you didn't have to do the BOL, then I would think you could skip the site just for the vendor and have the PO directly received to the customer consigned inventory site.

    Sorry you have to use Crystal Reports too -- I have some nice SSRS templates I could send if you ever want to ditch Crystal.

    Joe

  • adame21 Profile Picture
    adame21 10 on at
    RE: Drop Ship PO vs. Regular PO into Vendor Location and then Transfer to customer location

    We generate our BOL(s) through Rockton we have tied to the sales orders and transfers. All of our shipping documents are custom made using crystal. Therefore the only way I can think of to generate a BOL for the vendor would be to complete a transfer from the Vendor location (which I created) to the Customers location (which we already have since they are consignment).  

    I originally tried to complete a drop ship PO but when I go to invoice it, it keeps telling me that the purchasing distribution is missing. I have tired multiple ways to fix it including going into the posting accounts and have had no luck.

    At this point it seems like a standard PO, followed by a transfer from vendor to customer and then at the end of the month a sales order for whatever the customer did indeed use is going to be the best route. Unless I am missing something that would make this process more efficient?

  • Joseph Markovich Profile Picture
    Joseph Markovich 3,900 on at
    RE: Drop Ship PO vs. Regular PO into Vendor Location and then Transfer to customer location

    Hi Angela-

    Is the BOL you generate through Rockton tied to sales order or the PO to the vendor?

    What did you mean about the distributions and invoicing problem?

    Joe

  • adame21 Profile Picture
    adame21 10 on at
    RE: Drop Ship PO vs. Regular PO into Vendor Location and then Transfer to customer location

    Thanks Joe. I did think about skipping the transfer if a Drop Ship PO wouldn't work, however the Vendor is requesting a BOL from us for the shipment. Our Shipping documents are hung in GP by Rockton (crystal reports) produced in PDF format. I can't think of any way to get the vendor a BOL without doing the Transfer.

  • Joseph Markovich Profile Picture
    Joseph Markovich 3,900 on at
    RE: Drop Ship PO vs. Regular PO into Vendor Location and then Transfer to customer location

    Hi Angela-

    My recommendation would be to issue a standard PO to the vendor with the Site ID of the customer consignment location on the PO header/line(s) That way, both you and the vendor have the record it was directly shipped.

    This saves a step of having to do a transfer to the customer consignment location later. You'll just enter/post a shipment receipt when it arrives.

    Everything else just flows normally.

    I hope this helps.

    Joe

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