How to create Drop Ship Sales Order using Dynamics 365 Business Central

Dynamics 365 Business Central - Drop Sip Sales Order

A step-by-step procedure on how to process a drop ship order to customers directly.

Microsoft Dynamics 365 Business Central | Drop Ship Sales Order

By: Lupe Haro – Microsoft Dynamics ERP Consultant

The following standard operating procedure will go through the steps on how to process a drop ship order within Dynamics 365 Business Central. There may be instances where you need to have your vendor ship something directly to one of your customers. This process will allow for you to link the sales order to the purchase order to facilitate the data entry process.

Dynamics 365 Business Central - Drop Ship Sales Order

Create Drop Ship Sales Order

  1. Search for “Sales Order” and select the option in red belowDynamics 365 Business Central - Drop Ship Sales Order
  2. In the Sales Orders page, click on the “+New” option.

Dynamics 365 Business Central - Drop Ship Sales Order

  1. Select the Customer Name. The sell to address and contact will automatically populate.
  2. Select your document and posting date.

*NOTE: Due Date will automatically calculate based on the payment term of the customer card.

  1. Enter the customer PO number in the External Document No field (optional)Dynamics 365 Business Central - Drop Ship Sales Order
  2. Click on the line item fields and populate the following fields:
    • Type: Item
    • No: Item No
    • Description: Will automatically populate with Item Description
    • Drop Ship: Check
    • Quantity: Quantity Ordered
    • Unit Price Excl. Tax: Item PriceDynamics 365 Business Central - Drop Ship Sales Order

**NOTE: If you cannot see the Drop Ship Column, click on the My Settings option > Personalize.

Dynamics 365 Business Central - Drop Ship Sales Order

Select “+Field”

Dynamics 365 Business Central - Drop Ship Sales Order

Locate the Drop Shipment field and drag over to the Lines section

Dynamics 365 Business Central - Drop Ship Sales Order

Once the field has been added, select Done.

Dynamics 365 Business Central - Drop Ship Sales Order

  1. Click on the back arrow to Save and Close the Sales Order

Create a Drop Ship Purchase Order

  1. Click on the Global search in the top right corner and search for “Purchase Order”. Select the option in red below.Dynamics 365 Business Central - Drop Ship Purchase Order
  2. In the Purchase Order page, click on the “+New” option.Dynamics 365 Business Central - Drop Ship Purchase Order
  3. Enter following information:
    • Vendor Name
    • Address and contact – Automatically will populate from vendor card
    • Due Date – Will calculate based on payment terms
    • Vendor Order No. – If needed
    • Vendor Invoice – Is needed upon invoicing

Dynamics 365 Business Central - Drop Ship Purchase Order

  1. Under Shipping and Payment Fast Tab change the Ship-To field to Customer Address and select the customer No for the sales order created previously.Dynamics 365 Business Central - Drop Ship Purchase Order
  2. Under Actions, select Functions > Drop Shipment > Get Sales Order. Select the sales order that was created previously.Dynamics 365 Business Central - Drop Ship Purchase OrderDynamics 365 Business Central - Drop Ship Purchase Order
  3. The line item information will automatically populate based on the sales order line items. Make changes to the information as needed.Dynamics 365 Business Central - Drop Ship Purchase Order
  4. Under the Print/Send menu, print the PO and send it to the vendor.Dynamics 365 Business Central - Drop Ship Purchase Order

 

Record Purchase Order Receipt

  1. Once you have received confirmation that the order has been shipped and delivered from your vendor, we will need to go back to the purchase order list and select the original purchase order.Dynamics 365 Business Central - Drop Ship Purchase Order
  2. Enter the quantities that were shipped to your customer in the Qty to Receive fields.Dynamics 365 Business Central - Drop Ship Purchase Order
  3. Under the Posting menu, select “Post”Dynamics 365 Business Central - Drop Ship Purchase Order
  4. In the posting window, select Receive.Dynamics 365 Business Central - Drop Ship Purchase Order

Post and Invoice Sales Order

  1. Search for “Sales Order” and select the option in red belowDynamics 365 Business Central - Drop Ship Sales Order
  2. In the Sales Order window, select the sales order we entered initially.Dynamics 365 Business Central - Drop Ship Sales Order
  3. The Shipment of the items has been recorded. You can verify, by selecting Navigate > Documents > Shipments.Dynamics 365 Business Central - Drop Ship Sales OrderDynamics 365 Business Central - Drop Ship Sales Order
  4. To invoice the sales order, confirm the document date and due date. Select Posting > Post and select the “Invoice” option.Dynamics 365 Business Central - Drop Ship Sales Order
  5. Your Posted Sales Invoice will be created.Dynamics 365 Business Central - Drop Ship Sales Order

Post Purchase Invoice

Once you receive the Purchase Invoice from your vendor.

  1. Click on the Global search in the top right corner and search for “Purchase Order”. Select the option in red below.Dynamics 365 Business Central - Drop Ship Purchase Order
  2. In the Purchase Order window, open the Purchase order entered.Dynamics 365 Business Central - Drop Ship Purchase Order
  3. Review the document date and due date and enter the Vendor invoice numberDynamics 365 Business Central - Drop Ship Purchase Order
  4. Review the line item information to confirm it is correct.

**NOTE: If any changes are needed, you can reopen the order by selecting Release > Reopen.

Dynamics 365 Business Central - Drop Ship Purchase Order

  1. To post the Purchase invoice, select Posting > Post and select “Invoice”Dynamics 365 Business Central - Drop Ship Purchase Order
  2. Your Posted Purchase Invoice will be created and be available for payment in accounts payable.Dynamics 365 Business Central - Drop Ship Purchase Order

 

For any other Microsoft Dynamics 365 inquires – Please contact info@demanddynamics.com or schedule a free consultation.

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