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DROP SHIPMENTS
With regards to Drop Shipments, the necessary steps to correctly enter and process a drop shipment follows:
1. In PURCHASE ORDER/FILE MAINTENANCE/NAME & OPTIONS
a. Set Interface to Accounts Receivable to "Yes".
b. Update Inventory Qty On-Order for Drop Ship must be set up. Even though the Qty On-Order field in IVLOC is updated, the Qty On-Hand is not. This can cause a problem in Accounts Receivable when billing the customer that received the drop shipment if the item key is used in Accounts Receivable. This will negatively affect your Qty On-Hand. the reason that Qty On-Hand is not updated is "...Many companies do not update inventory to reflect drop shipments, since the inventory is never located on site but shipped directly to the customer." **note there is away around this that follows.**
c. Search Customer or Ship-To File needs to be set up.
2. In PURCHASE ORDER/DAILY PROCESSING/ORDER ENTRY
a. Press <F4> to activate the Drop Ship flag.
b. In Branch Key field, zoom (alt <Z>) and the shipping information can be chosen. The file you chose in Name & Options determines which file in Accounts Receivable you will be zooming into.
**Work around to increase Qty On-Hand field in Item Location file**
Follow all the above referenced steps, but before processing the order, press <F4> again. this will deactivate the drop shipment flag. All this flag does is to allow a zoom on the branch field into the Customer or Ship-To file and update inventory Qty On-Order only. Using this procedure will allow the order to be processed as a normal purchase order, hence updating the Qty On-Hand field in the Item Location file. Also, the invoice can now include the item key.
Another procedure that can be used is to forgo the drop shipment process altogether, use the branch key in Accounts Payable as your Customer's ship-to address and then zoom on the Branch field which will zoom into the Branch file. With this procedure the drop shipment flag is not necessary and the Qty On-Hand in Inventory will be updated.
