Overview

The Vendor Drop Ship process involves the use of the Special Order (<SP>) type in "POS Order Entry" in POINT OF SALE (1.1). The Counterperson creates and prints a Special Order (or places the order on hold, if desired). Next, the Purchasing Agent creates the Vendor Drop Ship (VDS) PO in "Purchase Order Entry and Print" (3.2.2). Alternatively, the "Special Order Report" in POINT OF SALE (1.6.8, <D>etail Version) allows the agent to review all Special Orders and create VDS POs on the fly directly from the report. The PO is then sent to the Vendor and <R>eleased. Upon confirmation that the order was fulfilled (usually the receipt of the Vendor Invoice), the PO is received in "Receive Merchandise" in RECEIVING (4.1.1). When the Receiving entry is <P>osted, the user will automatically be transferred back to "POS Order Entry" in POINT OF SALE (1.1). The Order type will be changed from <SP> to <DI>, unless the Special Order contains additional unreceived VDS POs. The Purchasing Agent can finalize the invoice after adding any additional freight or fees.

Setup (Optional)

If you currently use credit limit checking you may want to turn on the new AR Setup option, “Check Credit Limit on QU & SP” in SYSTEM MANAGEMENT (10.2.2.1 field 26 page 2). Enter <Y> to turn this feature on. This can be useful for checking credit limits while working on Special Orders.

Point of Sale Order Entry (1.1)

When viewing or editing a Special Order that has already generated a VDS PO, a highlighted indicator will appear next to the Order Number. All changes will be allowed as with any other order, but the Special Order can not be deleted. To delete the Special Order, the VDS PO(s)

must be cancelled first in Purchase Order Entry.

Purchase Order Entry – Vendor Drop Ship (3.2.2)

Enter <V> at the Purchase Order Number prompt to create a VDS PO. This is the only method that will allow more than one Special Order to be processed at one time. A prompt will appear to enter POS Order Numbers. If more than one order is entered, the Shipto or Alternate

Shipto customer information must match. The Part Numbers on the Order(s) are then processed to determine how many VDS POs need to be created. In other words, multiple parts that are purchased from different Current Sources will be grouped together to form individual POs, if necessary. The customer Shipto, Alt Shipto, or Not On File Shipto address will be copied from the POS Order(s) to the VDS PO Drop Ship address.

If multiple POs are created, a list of the PO Numbers will be displayed. If only one PO is created, the PO is retrieved for display and editing. Important: In all cases, VDS POs must be <C>ancelled if the Purchasing Agent decides not to place the order. Simply exiting the PO will not cancel the Purchase Order.

When editing a VDS PO, a bottom option <VO> will be available to View the POS Order information. This is a non-editable scrolling window, which will contain all POS Orders that were used to create the VDS PO, and includes a <P>rint option. Once the agent is satisfied with the PO, the PO is <R>eleased and sent to the Vendor.