Tuesday, May 26, 2020
Customer Drop Shipments in Dynamics 365 Business Central
Posted by Steve Chapman
The Microsoft Dynamics 365 Business Central Drop Shipment process allows you to easily and accurately control the process in which you sell goods to your customer that are shipped directly to them from your vendor/supplier. These goods are not received into your warehouse.
This is an outline of the steps:
- Sales Order Entry
- Create Requisition Worksheet
- Create Purchase Order
- Post Sales Order
- Receives Purchase Order Automatically
- Invoice Purchase Order
To create the sales order for a drop shipment you will enter a sales order as you normally would, but in this case, make sure you mark the Drop Shipment checkbox on the sales order line.
You will have to personalize the Sales Order entry screen by adding the Drop Shipment checkbox to the sales order line. See the video below for how to personalize the Sales Order entry screen to add the Drop Shipment checkbox:
The next step will be to create a Requisition Worksheet. You can look this up in the search field or use ALT + Q.
After the Requisition Worksheet is open, use ALT+Q to bring up Page Actions and search/select “Get Sales Orders”. Run the Get Sales Order process and this will populate the Requisition Worksheet with the Drop Shipment items that need to be converted to purchase orders.
Mark the Accept Action Message checkbox for the line items you want to convert to purchase orders. Then navigate to Process >> Carry Out Action Message and run the Carry Out Action Message process. This will create the purchase order(s).
Once your vendor/supplier informs you that they have shipped the goods to your customer, you can ship and invoice the sales order. This action will update the related purchase order indicating that it has been received.
The final step is to invoice the purchase order.
Take a peek at the entire D365 Business Central Drop Shipment process with the video below:
Find more helpful insights on the Microsoft Dynamics platform including more on Dynamics 365 Business Central throughout Armanino’s Dynamics blog or connect with Armanino’s D365 BC team to learn more.
Steve has over 15 years of experience in business systems consulting, and 20 years of experience in management accounting and finance with small and mid-sized businesses in the construction, distribution, service, and technology industries.