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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Best practices for Req...
Microsoft Dynamics GP (Archived)

Best practices for Requisition Workflows in Dynamics GP - Getting the Right Ship To Address

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Posted on by sbasye 191

Make the Ship To Address on the Purchase Order Header be something specific from the beginning of the Requisition.  See attached for details

  • We have been successful at getting the correct Ship to Address ID on the line items, but that doesn’t print in the Header of the PO.  I haven’t been able to get the Ship to Address to print correctly on the Purchase Order.  It continues to take the Ship to Address ID setup from the Vendor Card’s Purchase Ship to default

Requisition was created with the Header and lines to a specific Ship To Address ID.
Capture.1JPG.JPG
 
Client wants to choose the Ship To Address ID not let the system populate it automatically.
Requisition Generate preview shows desired Ship To Address for PO "COMPLEMAR"
Capture.2JPG.JPG
After transfer the "Ship To" shows it used the Address ID from the Vendor Card
Capture.3JPG.JPG
I can get the correct address to print on the line items (under the line items only).
I can’t get the Purchase Order Header Address for “Ship To” to print the desired address.
I have tried changing the following option in Setup "Create One Purchase Order Per Ship To Address"
This allows me to get the desired result on the preview window during Generate PO, but the Purchase Order Header still pulls the "Ship To" from the Vendor Card.
Capture.4JPG.JPG
I would like to know what the function of the Ship To Address ID on the Header of the Requisition is there for.  It doesn't seem to have a purpose.  It doesn't default to the line items and it doesn't drive the Ship To Address on the Header of the PO.
Please Note: I understand all the rules about how GP Automatically populates the Ship To Address ID on the Line item.  This isn't the question here.  The major issue here is no matter what my line items say I can't get a Purchase Order to Generate to that Ship To Address ID at the Header Level where the address prints in the header of the PO.  Those will only print on the line items when choosing the print option to print the line item addresses.
Thank you for your time!
Susan 

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  • Derek Albaugh Profile Picture
    Derek Albaugh on at

    From the Help > About this window on the Purchase Requisition Entry window, it states the following for the 'Ship To Address' field:

    Ship To Address

    Select the company address to send the requested items to. A shipping to address is not required for the requisition.

    An icon will appear on the Ship To Address ID field if the address information has been changed for the requisition.

    You can click the Ship To Address link to open the Company Address Setup window.

    Ship to Address ID expansion button

    Opens the Purchasing Ship To Address Entry window, where you can modify or view the ship-to address information for the requisition. Any changes you make will apply only to the current requisition.

    Ship To Address (scrolling window)

    Enter the address ID for the ship-to address.

    For an inventoried item, the default ship to address ID associated with the site ID entered.

    If the site ID is blank, then the default address is from the requisition header.

    If the shipping method is delivery and Inventory Control is registered, the default ship to address comes from the site.

    If the shipping method is delivery and Inventory Control is not registered, the default ship to address comes from the requisition header.

    If the shipping address is pickup, the default ship to address is from the vendor’s purchase address.

    If the shipping method is blank, then the default ship to address is blank.

    For a non-inventoried item, the default ship to address ID for the line item is the address ID you entered for the document header. TMN - If the method is pickup, then, the ship to address ID on the line should default from the vendor

    An icon will appear on the Ship To Address ID field if the address information has been changed for the current line item.

    Ship to Address ID expansion button

    Opens the Purchasing Ship To Address Entry window, where you can modify or view the ship-to address information for the item. Any changes you make will apply only to the current line item.

  • Althea ADS Profile Picture
    Althea ADS 10 on at

    Hopefully someone will see this as its been a few years on this post.  We have the correct ship to's coming in on the REQ's and they do have inventory registered and use items and non-inv items for REQ's.  But no matter what is on the header of the REQ, when we transfer to PO it always defaults to the company's PRIMARY address ID.  So the issue is not what defaults on the REQ, but that the REQ header ship to (or any ship to on the REQ) does not transfer to the ship to that prints on the PO.  Users need to update the PO after every transfer.  How do they get the REQ ship to to transfer to the PO?

    Any guidance is greatly appreciated!

    Althea

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