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Microsoft Dynamics GP (Archived)

Drop-Ship Sales Order and Purchasing PO

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Posted on by Community Member Microsoft Employee

I have a Sales Order that I am unable to transfer to an invoice because they are drop-shipped items that are connected to a Purchase Order. We received 2/3 of the products ordered, however, the additional items will not be available for several months. I am unable to delete the line items in the Sales Transaction, I cannot void the Order, I cannot close the PO, and I am unable to cancel any of the items. Any other ideas on how to transfer a Drop-Ship Order associated with a PO to an invoice for a portion of the order?

Any guidance is appreciated.

Thank you,

Lindsey

*This post is locked for comments

  • Georgia Profile Picture
    Georgia 180 on at
    RE: Drop-Ship Sales Order and Purchasing PO

    I would unlink the parts to the PO that are not available yet and then delete them. Then vendor invoice the parts you have. Do a financial series post,  then try to transfer your sales order to an invoice. This worked for us.

  • coquisalsa Profile Picture
    coquisalsa 2,725 on at
    RE: Drop-Ship Sales Order and Purchasing PO

    Hi Lindsey,

    If this issue has been resolved using this forum, please Verify the suggested answer(s).

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Drop-Ship Sales Order and Purchasing PO

    Lindsey,

    Here is a link to an earlier post on an alternative which was not mentioned. Please take a look at it.  We found this Free Professional Services Tools Library tool made working with Drop Ship transactions which generated Purchase Orders much easier.

    community.dynamics.com/.../140003

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Drop-Ship Sales Order and Purchasing PO

    Great! Glad you got it to work :)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Drop-Ship Sales Order and Purchasing PO

    Thank you! Once I was allowed to delete the link, I was able to delete the needed lines.

    Lindsey

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Drop-Ship Sales Order and Purchasing PO

    Thank you! This link provided me with the information needed.

    Lindsey

  • Verified answer
    coquisalsa Profile Picture
    coquisalsa 2,725 on at
    RE: Drop-Ship Sales Order and Purchasing PO

    Your GP user account hasn't been set up for this action. Be sure you are assign to one of the following GP default security roles or any other custom role with full access to the 'PO Commitment for Sales Document' window:

    BOOKKEEPER*              
    CUSTOMER SERVICE REP*    
    OPERATIONS MANAGER*      
    SHIPPING AND RECEIVING*  
    ORDER PROCESSOR*         

    Or ask somebody with the right security role(s) to do it for you.

    Also be sure that CB 'Allow Deletion of PO Commitments' is ticked:

    Microsoft Dynamics GP > Tools > Setup > Sales > Sales Order Processing > Options

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Drop-Ship Sales Order and Purchasing PO

    Also, check out this thread: community.dynamics.com/.../154556

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Drop-Ship Sales Order and Purchasing PO

    That sounds like a security problem.  Try the same action in your test environment with SA permissions.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Drop-Ship Sales Order and Purchasing PO

    I received the following error message: "You aren't allowed to delete purchase order commitments from Sales order Processing."

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