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| SDR Sales Invoicing Drop Ship on the Fly |
Create Drop Shipments while entering Sale Invoices!
Save time and reduce keystrokes by generating purchase orders from information entered on your sales invoices. With SDR - Sales Invoicing Drop Ship on the Fly, you can select specific items to be shipped from your vendor directly to your customer. When you are ready to send your purchase orders, select the new option in the purchase order module to "Generate PO's from SI" and Peachtree will automatically generate PO's for these items in a batch. Print the PO's and send them. It's that easy!
With SDR - Sales Invoicing Drop Ship on the Fly:
To generate drop ship transactions from within Sales Invoicing in Add/Edit documents, enter an "DP" to drop ship a product, a "DS" to drop ship a service, or an "DN" to drop ship a non-stock item in the transaction type field.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦SIPROC1 Add Documents COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦DOC TYPE....: I Invoice DOC STATUS.: A Active ¦ ¦DOC NUMBER..: 023550 ¦ ¦CUSTOMER ID.: ANDERA Anita S. Anderson ¦ ¦DOC DATE....: 03/12/96 ¦ ¦ PROD QTY QTY PRICE DISC T/ ¦ ¦LN.TYP...PRODUCT.ID.....CD.U/M.......ORDERED.....SHIPPED.CD..UNIT.PRICE..PCT..E ¦ ¦ 1 DP ¦ ¦ ¦ +--------------------------------------------------------------------------------+
The transaction type will automatically change to an SA, SS, or SN transaction, respectively, after pressing [Enter]. The item description field will now show a (*DS) at the end of either the Standard or Extended description field to indicate this item is a drop ship order. If there are enough blanks at the end of the description, the text *DS will be placed at the start of those blank spaces. If there are not enough blank spaces, the text will overwrite the last three characters in the description field.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦SIPROC1 Add Documents COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦DOC TYPE....: I Invoice DOC STATUS.: A Active ¦ ¦DOC NUMBER..: 023550 ¦ ¦CUSTOMER ID.: ANDERA Anita S. Anderson ¦ ¦DOC DATE....: 03/12/96 ¦ ¦ PROD QTY QTY PRICE DISC T/ ¦ ¦LN.TYP...PRODUCT.ID.....CD.U/M.......ORDERED.....SHIPPED.CD..UNIT.PRICE..PCT..E ¦ ¦ 1 SA APP0900121REF A EACH 1.00 1.00 900.0000 0.00 T ¦ ¦ +-------- Extended Description ---------+ ¦ ¦ ¦21 CUBIC FT. COMMERCIAL REFRIGERATOR ¦ ¦ ¦ ¦AVAILABLE WITH 2-YR WARRANTY AT NO ¦ ¦ ¦ ¦EXTRACOST *DS ¦ ¦ ¦ ¦ ¦ ¦ ¦ +----------------------------------------+ ¦ ¦ ¦ ¦ ¦ ¦ Qty Avail for Shipment.: 5.00 ¦ ¦ F1-Help ShF5-Status Chg F10-Done ¦ +--------------------------------------------------------------------------------+
The full amount of the Quantity Shipped field can now be automatically generated as a drop ship from within the PO module. To remove the Drop Ship information, edit the invoice and remove the text *DS from the description field.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦SIPROC1 Add Documents COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦DOC TYPE....: I Invoice DOC STATUS.: A Active ¦ ¦DOC NUMBER..: 023550 ¦ ¦CUSTOMER ID.: ANDERA Anita S. Anderson ¦ ¦DOC DATE....: 03/12/96 ¦ ¦ PROD QTY QTY PRICE DISC T/ ¦ ¦LN.TYP...PRODUCT.ID.....CD.U/M.......ORDERED.....SHIPPED.CD..UNIT.PRICE..PCT..E ¦ ¦ 1 SA APP0900121REF A EACH 1.00 1.00 900.0000 0.00 T ¦ ¦ +-------- Extended Description ---------+ ¦ ¦ ¦21 CUBIC FT. COMMERCIAL REFRIGERATOR ¦ ¦ ¦ ¦AVAILABLE WITH 2-YR WARRANTY AT NO ¦ ¦ ¦ ¦EXTRACOST *DS ¦ ¦ ¦ ¦ ^ ¦ ¦ ¦ +------------|---------------------------+ ¦ ¦ | ¦ ¦ REMOVE THIS TEXT------ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ Qty Avail for Shipment.: 5.00 ¦ ¦ F1-Help ShF5-Status Chg F10-Done ¦ +--------------------------------------------------------------------------------+
Upon removing the *DS from the description field, a warning box will appear. You will be prompted to answer if you would like to put the *DS back in the description, or continue, and not include this item on the purchase order. You can also add the text *DS to the end of the comment field for SA, SS, SN transactions to have that line included on a purchase order the next time Generate PO's from SI is run.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦SIPROC1 Add Documents COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦DOC TYPE....: I Invoice DOC STATUS.: A Active ¦ ¦DOC NUMBER..: 023550 ¦ ¦CUSTOMER ID.: ANDERA Anita S. Anderson ¦ ¦DOC DATE....: 03/12/96 ¦ ¦ PROD QTY QTY PRICE DISC T/ ¦ ¦LN.TYP...PRODUCT.ID.....CD.U/M.......ORDERED.....SHIPPED.CD..UNIT.PRICE..PCT..E ¦ ¦ 1 SA APP0900121REF A EACH 1.00 1.00 900.0000 0.00 T ¦ ¦ ¦ ¦ 21 CUBIC FT. COMMERCIAL REFRIGERATOR ¦ ¦ AVAILABLE WITH 2-YR WARRANTY AT NO ¦ ¦ +---------------------------------------------------------------------+ ¦ ¦ ¦ To generate a Purchase Order for this item, "*DS" must be the last ¦ ¦ ¦ ¦ text in the Description. ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ WOULD YOU LIKE TO PUT THAT TEXT BACK IN THE DESCRIPTION? Y/N: Y ¦ ¦ ¦ +---------------------------------------------------------------------+ ¦ +--------------------------------------------------------------------------------+
If a drop ship purchase order has been generated for a specific invoice, and you attempt to edit/change/delete an ordered line item, a message box will appear warning that a purchase order has already been generated for this invoice. If you increase the Quantity Shipped of a line item, then a new Drop Ship PO will be generated for the amount of the increase. For example, if the original invoice was for five items and you increase it to twenty items, then a new Drop Ship PO will be generated for fifteen items. If the Quantity Shipped is decreased, and the Drop Ship has already been generated, then we recommend that you manually adjust that difference in the Purchase Order module. If you choose to decrease the amount of the Drop Ship, and the PO has already been sent to your vendor, you will have to make necessary arrangements with your vendor to adjust for the difference.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦SIPROC1 Edit Documents COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦DOC TYPE....: I Invoice DOC STATUS.: A Active ¦ ¦DOC NUMBER..: 023552 ¦ ¦CUSTOMER ID.: COOPEG Gloria S. Cooper ¦ ¦DOC DATE....: 03/12/96 ¦ ¦ PROD QTY QTY PRICE DISC T/ ¦ ¦LN.TYP...PRODUCT.ID.....CD.U/M.......ORDERED.....SHIPPED.CD..UNIT.PRICE..PCT..E ¦ ¦ 1 SA APP0900120REF A EACH 10.00 7.00 779.9900 0.00 T ¦ ¦ Description.: ¦ ¦ ¦ ¦ ¦ ¦ +---------------------------------------------------------------------+ ¦ ¦ ¦ Purchase Order #1235 has already been generated for this item. The ¦ ¦ ¦ ¦ additional amount you just entered will be generated on a new PO. ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ CONTINUE - Y/N: N ¦ ¦ ¦ +---------------------------------------------------------------------+ ¦ ¦ ¦ +--------------------------------------------------------------------------------+
In PO Enter/Change Purchase Orders option, an additional menu item, "S - Process PO's from SI", is now available.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ ¦ ¦ +--------- SELECT FUNCTION ---------+ ¦ ¦ ¦ ¦ ¦ ¦ ¦ A - Add A Purchase Order ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ E - Edit A Purchase Order ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ X - Cancel A Purchase Order ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ C - Close A Purchase Order ¦ ¦ ¦ ¦ ¦ ¦ ¦ »»» ¦ S - Process PO's From SI ¦ ¦ ¦ ¦ ¦ ¦ ¦ +-----------------------------------+ ¦ +--------------------------------------------------------------------------------+
After selecting "S - Process PO's from SI", a menu will appear with the following three options:
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ +----- PO Items From SI ------+ ¦ ¦ »» ¦ L - List Items ¦ ¦ ¦ ¦ C - Change Lines ¦ ¦ ¦ ¦ G - Generate PO's From SI ¦ ¦ ¦ +-----------------------------+ ¦ ¦ ¦ +--------------------------------------------------------------------------------+
This option will list the items selected in SI to be drop shipped, the customers they're being shipped to, the vendor they're being ordered from, and information on the SI document. You will be able to sort this report by Ship-To Name, Vendor, SI Date, SI Doc #, and PO number. For each one of these reports, you can choose to print All, or a Range of information.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ +----- Select Type ------+ ¦ ¦ »» ¦ W - Waiting To Order ¦ ¦ ¦ ¦ O - Already Ordered ¦ ¦ ¦ +------------------------+ ¦ ¦ ¦ +--------------------------------------------------------------------------------+
If you select "W - Waiting to Order", you will receive a list of drop ship orders that have not been generated. If you choose "O - Already Ordered", you will receive a list of items that already have drop ship purchase orders generated for them. You are able to generate five types of reports based on the information entered in Sales Invoicing.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦List Records Waiting To Order ¦ ¦ +---- Sort Report By -----+ ¦ ¦ ¦ I - Inventory Item ID ¦ ¦ ¦ ¦ V - Vendor ¦ ¦ ¦ ¦ S - Ship-To Name ¦ ¦ ¦ ¦ N - SI Doc Number ¦ ¦ ¦ ¦ D - SI Doc Date ¦ ¦ ¦ +-------------------------+ ¦ ¦ ¦ +--------------------------------------------------------------------------------+
Report By: SI DOCUMENT DATE +----------------------------------------------------------------------------------------------------------------------------+ ¦RUN DATE: 03/12/96 Software Professionals Inc. PAGE 1 ¦ ¦RUN TIME: 8:16 AM Purchase Order ¦ ¦ Items Waiting To Be Ordered ¦ ¦----------------------------------------------------------------------------------------------------------------------------¦ ¦ S/I S/I QTY QTY VENDOR ¦ ¦DOC DATE DOC # INVENTORY ITEM ID TO ORDER ORDERED ID SHIP-TO NAME ¦ ¦-------- ------ ------------------- ----------- ----------- ------ ------------------------- ¦ ¦03/07/96 023549 PAPP0900120REF 1.00 0.00 FRIGID Software Professionals Inc. ¦ ¦03/07/96 023550 PAPP0900120REF 1.00 0.00 FRIGID Software Professionals Inc. ¦ ¦03/07/96 023551 PCLC463487G 1.00 0.00 NUMCO Software Professionals Inc. ¦ ¦03/07/96 023551 SAUTAUT00000 1.00 0.00 WD Software Professionals Inc. ¦ ¦03/07/96 023551 SHDWHDW00001 1.00 0.00 AUTFNC Software Professionals Inc. ¦ ¦03/07/96 023551 1.00 0.00 AUTFNC Software Professionals Inc. ¦ ¦03/07/96 023551 ASDFASDFADFASF 1.00 0.00 AUTFNC Software Professionals Inc. ¦ ¦03/12/96 023550 PAPP0900121REF 1.00 0.00 FRIGID Software Professionals Inc. ¦ ¦03/12/96 023550 PAPP1200040DIS 1.00 0.00 MAYTAB Software Professionals Inc. ¦ ¦03/12/96 023550 PAPP1400040TRA 1.00 0.00 MAYTAB Software Professionals Inc. ¦ ¦03/12/96 023551 PAPP0900120REF 2.00 0.00 FRIGID Software Professionals Inc. ¦ ¦03/12/96 023551 PAPP0900121REF 2.00 0.00 FRIGID Software Professionals Inc. ¦ ¦03/12/96 023551 PAPP0900210REF 1.00 0.00 FRIGID Software Professionals Inc. ¦ ¦ ¦ +----------------------------------------------------------------------------------------------------------------------------+
Report By: INVENTORY ITEM ID +----------------------------------------------------------------------------------------------------------------------------+ ¦RUN DATE: 03/12/96 Software Professionals Inc. PAGE 1 ¦ ¦RUN TIME: 8:15 AM Purchase Order ¦ ¦ Items Waiting To Be Ordered ¦ ¦----------------------------------------------------------------------------------------------------------------------------¦ ¦ QTY QTY S/I S/I VENDOR ¦ ¦ INVENTORY ITEM ID TO ORDER ORDERED DOC DATE DOC # ID SHIP-TO NAME ¦ ¦------------------- ----------- ----------- -------- ------ ------ ------------------------- ¦ ¦ 1.00 0.00 03/07/96 023551 AUTFNC Software Professionals Inc. ¦ ¦ ¦ ¦ ASDFASDFADFASF 1.00 0.00 03/07/96 023551 AUTFNC Software Professionals Inc. ¦ ¦ ¦ ¦ AUT9191898 1.00 0.00 03/12/96 023550 AUTFNC Software Professionals Inc. ¦ ¦ ¦ ¦PAPP0900120REF 1.00 0.00 03/07/96 023549 FRIGID Software Professionals Inc. ¦ ¦PAPP0900120REF 1.00 0.00 03/07/96 023550 FRIGID Software Professionals Inc. ¦ ¦PAPP0900120REF 2.00 0.00 03/12/96 023551 FRIGID Software Professionals Inc. ¦ ¦PAPP0900120REF 6.00 1.00 03/12/96 023552 FRIGID Software Professionals Inc. ¦ ¦ ----------- ----------- ¦ ¦ 10.00 1.00 ¦ ¦ ¦ +----------------------------------------------------------------------------------------------------------------------------+
Report By: VENDOR ID +----------------------------------------------------------------------------------------------------------------------------+ ¦RUN DATE: 03/12/96 Software Professionals Inc. PAGE 1 ¦ ¦RUN TIME: 8:15 AM Purchase Order ¦ ¦ Items Waiting To Be Ordered ¦ ¦----------------------------------------------------------------------------------------------------------------------------¦ ¦VENDOR QTY QTY S/I S/I ¦ ¦ ID SHIP-TO NAME INVENTORY ITEM ID TO ORDER ORDERED DOC DATE DOC # ¦ ¦------ ------------------------- ------------------- ----------- ----------- -------- ------ ¦ ¦AUTFNC Software Professionals Inc. SAUTAUT00005 1.00 0.00 03/12/96 023550 ¦ ¦AUTFNC Software Professionals Inc. SHDWHDW00001 1.00 0.00 03/07/96 023551 ¦ ¦AUTFNC Software Professionals Inc. AUT9191898 1.00 0.00 03/12/96 023550 ¦ ¦AUTFNC Software Professionals Inc. 1.00 0.00 03/07/96 023551 ¦ ¦AUTFNC Software Professionals Inc. ASDFASDFADFASF 1.00 0.00 03/07/96 023551 ¦ ¦FRIGID Software Professionals Inc. PAPP0900120REF 1.00 0.00 03/07/96 023549 ¦ ¦FRIGID Software Professionals Inc. PAPP0900120REF 1.00 0.00 03/07/96 023550 ¦ ¦FRIGID Software Professionals Inc. PAPP0900121REF 1.00 0.00 03/12/96 023550 ¦ ¦FRIGID Software Professionals Inc. PAPP0900120REF 2.00 0.00 03/12/96 023551 ¦ ¦FRIGID Software Professionals Inc. PAPP0900121REF 2.00 0.00 03/12/96 023551 ¦ ¦FRIGID Software Professionals Inc. PAPP0900210REF 1.00 0.00 03/12/96 023551 ¦ ¦FRIGID Software Professionals Inc. PAPP0900120REF 6.00 1.00 03/12/96 023552 ¦ ¦MAYTAB Software Professionals Inc. PAPP1200040DIS 1.00 0.00 03/12/96 023550 ¦ ¦MAYTAB Software Professionals Inc. PAPP1400040TRA 1.00 0.00 03/12/96 023550 ¦ +----------------------------------------------------------------------------------------------------------------------------+
Report By: SHIP-TO NAME +----------------------------------------------------------------------------------------------------------------------------+ ¦RUN DATE: 03/12/96 Software Professionals Inc. PAGE 1 ¦ ¦RUN TIME: 8:15 AM Purchase Order ¦ ¦ Items Waiting To Be Ordered ¦ ¦----------------------------------------------------------------------------------------------------------------------------¦ ¦ VENDOR QTY QTY S/I S/I S/I ¦ ¦SHIP-TO NAME ID INVENTORY ITEM ID TO ORDER ORDERED DOC DATE DOC # DOC TYPE ¦ ¦-------------------- ------ ------------------- ----------- ----------- -------- ------ -------- ¦ | Anita S. Anderson BLASS PBDBTESTITEMNUMBER3 3.00 0.00 03/19/96 023549 I | | Anita S. Anderson WD SAUTAUT00000 1.00 0.00 03/19/96 023549 I | | Bill Parker FRIGID PAPP0900210REF 1.00 0.00 03/19/96 023560 I | | Bill Parker WD SAUTAUT00000 1.00 0.00 03/19/96 023560 I | | Charles A. Gra| FRIGID PAPP0900120REF 1.00 0.00 03/19/96 023555 I | | Charles A. Gra| WD SAUTAUT00000 1.00 0.00 03/19/96 023555 I | | Christine Andrews FRIGID PAPP0900120REF 3.00 0.00 03/19/96 023550 I | | Christine Andrews WD SAUTAUT00001 1.00 0.00 03/19/96 023550 I | | Gloria S. Cooper FRIGID PAPP0900120REF 1.00 0.00 03/19/96 023552 I | | Gloria S. Cooper WD SAUTAUT00000 1.00 0.00 03/19/96 023552 I | | James R. Hollowa| WD SAUTAUT00000 1.00 0.00 03/19/96 023557 I | | Joel S. Miller AUTFNC PBDATESTITEMNUMBER1 1.00 0.00 03/19/96 023559 I | | Joel S. Miller WD SAUTAUT00001 1.00 0.00 03/19/96 023559 I | | Jonathan S. Fields FRIGID PAPP0900120REF 1.00 0.00 03/19/96 023554 I | | Jonathan S. Fields WD SAUTAUT00000 2.00 0.00 03/19/96 023554 I | | Kath| Henderson FRIGID PAPP0900120REF 1.00 0.00 03/19/96 023556 I | | Kath| Henderson WD SAUTAUT00000 1.00 0.00 03/19/96 023556 I | | Michael H. Johnson FRIGID PAPP0900121REF 1.00 0.00 03/19/96 023558 I | | Michael H. Johnson WD SAUTAUT00000 2.00 0.00 03/19/96 023558 I | | Mrs. Fremont Duncan FRIGID PAPP0900120REF 1.00 0.00 03/19/96 023553 I | | Mrs. Fremont Duncan WD SAUTAUT00000 2.00 0.00 03/19/96 023553 I | | Paul P. Cannon FRIGID PAPP0900120REF 1.00 0.00 03/19/96 023551 I | | Paul P. Cannon WD SAUTAUT00000 1 0.00 0.00 03/19/96 023551 I | +----------------------------------------------------------------------------------------------------------------------------+
If you have enhancement SOF - Sales Invoicing Purchase Order on the Fly, you will see your company ID listed under the Ship-To Name selection which indicates a PO being shipped to your location; otherwise, you will see only your customers name which indicates a Drop Ship being sent to their location.
+-----------------------------------------------------------------------------------------------------------------------------+ ¦RUN DATE: 03/12/96 Software Professionals Inc. PAGE 1 ¦ ¦RUN TIME: 8:16 AM Purchase Order ¦ ¦ Items Waiting To Be Ordered ¦ ¦-----------------------------------------------------------------------------------------------------------------------------¦ ¦ S/I S/I QTY QTY VENDOR ¦ ¦DOC # DOC DATE INVENTORY ITEM ID TO ORDER ORDERED ID SHIP-TO NAME ¦ ¦------ -------- ------------------- ----------- ----------- ------ ------------------------- ¦ ¦023549 03/07/96 PAPP0900120REF 1.00 0.00 FRIGID Software Professionals Inc. ¦ ¦023550 03/07/96 PAPP0900120REF 1.00 0.00 FRIGID Software Professionals Inc. ¦ ¦023550 03/12/96 PAPP0900121REF 1.00 0.00 FRIGID Software Professionals Inc. ¦ ¦023550 03/12/96 PAPP1200040DIS 1.00 0.00 MAYTAB Software Professionals Inc. ¦ ¦023550 03/12/96 PAPP1400040TRA 1.00 0.00 MAYTAB Software Professionals Inc. ¦ ¦023550 03/12/96 SAUTAUT00005 1.00 0.00 AUTFNC Software Professionals Inc. ¦ ¦023550 03/12/96 SAUTAUT00007 1.00 0.00 WD Software Professionals Inc. ¦ ¦023550 03/12/96 SAUTAUT00008 1.00 0.00 WD Software Professionals Inc. ¦ ¦023550 03/12/96 AUT9191898 1.00 0.00 AUTFNC Software Professionals Inc. ¦ ¦023551 03/12/96 PAPP0900120REF 2.00 0.00 FRIGID Software Professionals Inc. ¦ ¦023551 03/12/96 PAPP0900121REF 2.00 0.00 FRIGID Software Professionals Inc. ¦ ¦023551 03/12/96 PAPP0900210REF 1.00 0.00 FRIGID Software Professionals Inc. ¦ ¦023551 03/07/96 PCLC463487G 1.00 0.00 NUMCO Software Professionals Inc. ¦ ¦023551 03/07/96 SAUTAUT00000 1.00 0.00 WD Software Professionals Inc. ¦ +-----------------------------------------------------------------------------------------------------------------------------+
This option will allow you to specify that an item be Drop Shipped from a different vendor, to change the amount to be Drop Shipped, or to delete an item waiting to be Drop Shipped. This can be done for one document or for all documents entered in SI with PO information. This change will only affect those items that have not had a PO generated.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ +----- PO Items From SI ------+ ¦ ¦ ¦ L - List Items ¦ ¦ ¦ »» ¦ C - Change Lines ¦ ¦ ¦ ¦ G - Generate PO's From SI ¦ ¦ ¦ +-----------------------------+ ¦ ¦ ¦ +--------------------------------------------------------------------------------+
After selecting "C - Change Lines", you will be prompted to enter an inventory ID, or you can press [F2] to select an item from a lookup of all items currently on order that have not had a Drop Ship PO generated.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ Item ID.: +--- Select Item ID ---+ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ASDFASDFADFASF ¦ ¦ ¦ ¦ AUT9191898 ¦ ¦ ¦ ¦ PAPP0900120REF ¦ ¦ ¦ ¦ PAPP0900121REF ¦ ¦ ¦ ¦ PAPP0900210REF ¦ ¦ ¦ ¦ PAPP1200040DIS ¦ ¦ ¦ ¦ PAPP1400040TRA ¦ ¦ ¦ ¦ PCLC463487G ¦ ¦ ¦ ¦ SAUTAUT00000 ¦ ¦ ¦ +----------------------+ ¦ ¦ ¦ +--------------------------------------------------------------------------------+
After you specify which inventory item to change, you will be prompted to enter a document number. To change this item on all documents, enter an asterisk (*) at the Doc. Num. field. To change the item on one specific invoice, enter the invoice number in this field or press [F2] to see a lookup of all available invoices that contain the item on Drop Ship orders.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ Item ID.: PAPP0900120REF ¦ ¦ ¦ ¦ Doc Num.: 023551 (* for All) ¦ ¦ ¦ ¦ ¦ +--------------------------------------------------------------------------------+
If a specific document number is entered (as opposed to * for all), you will be prompted to enter a document type (I=Invoice, O=Order). If there is only one document type for the document number specified, this document type will be the default for the prompt. You can also enter an asterisk (*) for this field to mean all documents with this number, regardless of type. An option to select Order/Drop will also appear. If you have enhancement SOF- Sales Invoicing Purchase Order on the Fly: You would have the option to list by items on order as well as items being drop shipped to your customers, otherwise you will only have the default option to see Drop Ship documents.
Once all the required information has been entered, the records matching the Item Number(s) and Document Number(s) will be added together. (If no * was entered, there will be only one matching record). The quantity to Drop Ship will be displayed along with the vendor name. If an asterisk (*) was entered for any field, there may be several matching records, so there may be more than one vendor. If so, the vendors will be listed and separated by commas.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ Item ID.: PAPP0900120REF ¦ ¦ ¦ ¦ Doc Num.: * (* for All) ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ QtyToOrder Vendor(s) ¦ ¦ 10.00 AUTFNC, WD , FRIGID ¦ ¦ Accept? Y ¦ +--------------------------------------------------------------------------------+
You can enter either an "N" at the Accept prompt to change which vendor the Drop Ship should be placed with, or enter a "Y" to accept the Drop Ship order and Vendor information. If you choose to change the Order/Vendor information, and there is more than one vendor for the matching records, all matching records will be changed to the specified vendor you enter.
If there is only one matching record (when you select a specific ID, Document Number, and Document Type as opposed to an *), then you will also be allowed to change the quantity ordered and delete the record.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ Item ID.: PAPP0900120REF ¦ ¦ ¦ ¦ Doc Num.: *023549 (* for All) ¦ ¦ ¦ ¦ Doc Type: I (* for All) ¦ ¦ ¦ ¦ Ord/Drop: O (* for All) ¦ ¦ ¦ ¦ QtyToOrder Vendor(s) ¦ ¦ 1.00 FRIGID ¦ ¦ Accept? Y (Y,N,D=Delete) ¦ ¦ ¦ +--------------------------------------------------------------------------------+
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ +----- PO Items From SI ------+ ¦ ¦ ¦ L - List Items ¦ ¦ ¦ ¦ C - Change Lines ¦ ¦ ¦ »» ¦ G - Generate PO's From SI ¦ ¦ ¦ +-----------------------------+ ¦ ¦ ¦ +--------------------------------------------------------------------------------+
When you first select "G - Generate Purchase Orders", your items are checked for valid vendor information. If any items are found with an invalid vendor not defined in Accounts Payable, a warning box will appear.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ +---------------------------------------------------------------------+ ¦ ¦ ¦ There is at least one item waiting to be ordered whose vendor is not¦ ¦ ¦ ¦ defined in Accounts Payable. Either use the Change Lines option to ¦ ¦ ¦ ¦ enter a defined vendor for these items, or enter their vendor in ¦ ¦ ¦ ¦ Accounts Payable. ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ PRINT A LISTING OF THESE VENDORS- Y/N: Y ¦ ¦ ¦ +---------------------------------------------------------------------+ ¦ +--------------------------------------------------------------------------------+
You can then print a list which contains all invalid vendors and their items on order. To assign a vendor to the items on order, you can either enter their vendor in Accounts Payable, or go back to "C - Change Lines", and select a valid vendor for those items. NOTE: You must have a valid vendor for each item before you can generate drop ship purchase orders.
If all records have valid vendor information, a menu for generating purchase orders will appear. If you choose "A - All", all documents and items will be generated as drop ship purchase orders. If you choose "N", "D", "V", or "S", you have the option to have only a range of Ship-To Names, Document Numbers, Document Dates, or Vendor IDs, generated as drop ship purchase orders.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ + Generate Purchase Orders For -+ ¦ ¦ ¦ A - All ¦ ¦ ¦ ¦ S - Range Of Ship-To Names ¦ ¦ ¦ ¦ N - Range Of SI Doc Numbers ¦ ¦ ¦ ¦ D - Range Of SI Doc Dates ¦ ¦ ¦ ¦ V - Range Of Vendors ¦ ¦ ¦ +-------------------------------+ ¦ ¦ ¦ +--------------------------------------------------------------------------------+
If you choose "S" to generate by Ship to Names and have SOF - Sales Invoicing Purchase Order on the Fly, you can choose to generate the PO's based on your company name or by Ship-To ID's. Without SOF, the Ship-To name will always default to your customers Ship-To ID.
+--------------------------------------------------------------------------------+ ¦+------------------------------------------------------------------------------+¦ ¦¦POPROC1 Enter/Change Purchase Orders COMPANY ID: SP ¦¦ ¦¦03/12/96 Software Professionals Inc. ¦¦ ¦+------------------------------------------------------------------------------+¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦Generate For All ¦ ¦ +-------------- Generate Options --------------+ ¦ ¦ ¦ R - Review Each Purchase Order ¦ ¦ ¦ ¦ A - Automatically Generate Purchase Orders ¦ ¦ ¦ +----------------------------------------------+ ¦ ¦ ¦ +--------------------------------------------------------------------------------+
After choosing to generate All or a Range of items for a purchase order, you will be prompted to review each purchase order or automatically generate PO's without stopping at each new order created. When you generate each purchase order, and you have Automatic PO Numbers set to (N) in Maintain Purchase Order Options, you will be prompted to enter a Purchase Order number for the new document being created. If you have Auto Numbering set to (Y) in Maintain PO Options, a number will automatically be assigned to all generated purchase orders.
If you choose to review each document, each newly generated purchase order will be available for you to edit with the same functionality that is available in Edit Purchase Orders. If the Print Default option (in Maintain PO Options) is set to "X", each PO will print or not print, according to the Always Force Print option (in Maintain PO Options). If the Print Default option is set to "Y" or "N", and if you choose "A - Automatically Generate PO's", you will be asked if you want to print your orders. If you review each purchase order, then you will be prompted to print with the same functionality as in Edit Purchase Orders.
A: Check for a conversion factor in Maintain Inventory Items. (For example, if you have a conversion factor of 6 and you create an Invoice document for 6 items, then the quantity to be Drop Shipped will be 1.)
A: If you purge your datafiles, all retained information for already generated purchase orders will be lost.
A: If you have enhancement SOF - Sales Invoice Purchase Order on the Fly, you will see the Drop Ship ID of your company as well as your customers.
Gain more flexibility with SOF - Purchase Orders on the Fly. This enhancement adds even greater functionality by allowing more control over your purchase orders. PO's are generated requesting that items be shipped to your location, saving you valuable time from having to re-enter invoice information as Purchase Orders. For more information, see the documentation for SOF - Purchase Orders on the Fly.
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