Drop shipment example discussed in lessons.


 1. All theory and usage rules are given in PWP presentation BC-5  (saved in study materiál and MS
TEAMS)

2. New Sales Order with customer number 10000 and item card 1936-S (one piece only), location Blue

3. Personification of the Business Central lines - Sales Order Line (see below)

4. Personalize ->Field (left situated icon)

5. Drag & Drop fields Drop Shipment and Purchasing Code

6. Check the Drop Shipment field and choose Option Drop Shipment in the Purchasing Code field.
Remember the Sales Order Number (will be used in clause 9)

7. The first option to create a follow-up Purchase order is as follows (manual version-direct
version)

8. Purchase order and use Vendor 10000

9. Ship and Payment tab Ship-to =Ship to Customer address and Customer=10000 (Use Select from Full
List)

10. In the header of Purchase order - > Actions -> Functions -> Drop Shipment -> Get Sales Order

11 . The sales line is copied to the Purchase order line. Purchase order Posting- only Receive

12. See Purchase order line - Already Receive (enter also Vendor Invoice number)

13. To see Relations Purchase order - Sales order - > PO Lines Icon Order->Drop Shipment->Sales
Order

14. You cannot invoice the purchase order before the sales order is invoiced. If you try, you will
get a warning message.- Golden rule of Drop Shipment

15. Post Sales order - ONLY INVOICE

16. Go back to Purchase Order and Post Invoice Only.

17. The second option for creating a follow-up Purchase order is as follows ->use the Requisition
worksheet tool

18. Create a new Sales Order with customer number 10000 and item card 1936-S (one piece), location
Blue

19. Check the Drop Shipment field and choose Option Drop Shipment in the Purchasing Code field.
Remember the Sales Order Number (will be used later)

20. Go to Requisition worksheet lines -Tasks (use searching window)

21. Icon Drop Shipment ->Get Sales  Order (here you will use Sales Order number)

22. Icon Home->Carry Out Action Message and OK.

23. You created a new Purchase order related to the Sales Order.

24.ll the following operations are identical to the previous manual (direct)  version.