Direct-Shipping Specific Line Items

When you need to ship part of an order direct from a vendor to your customer, create a vendor direct shipment. A single sales order can contain a mixture of products from stock or procurements, as well as direct-shipped products. It can also contain products direct-shipped from different vendors. Each order generation can differ.

You can specify a direct shipment status in many places within the system. Each method is similar, but each has its own advantages. This topic describes using the Scheduling screen to create a direct shipment as you enter the product on the order.

You can also use the following methods, not described in this topic:

Use the Detail Scheduling screen to group a number of products into a direct shipment.
Use the Status screen for a product generation already entered.
Specify a Direct Shipment from Vendor mode for an entire order.

To create a direct shipment using the Scheduling screen:

Create or open a sales order and display the order's Body screen.
With the cursor on the line item you want to create a vendor-direct shipment for, use the Sched hot key to display the Scheduling screen.
Move to a line that shows available product, and change the Status field to D.
On the purchase order Header screen that displays, enter the vendor's Ship-From name and address, along with other needed information. A purchase order Header screen displays automatically after you change an order status to a direct shipment.
When you are finished entering the purchase order Header screen information, press Esc. The screen closes, returning you to the Scheduling screen. Notice that a new generation displays a direct shipment from the vendor's warehouse.

When you are finished entering the Scheduling screen information, press Esc to return to the order's Body screeen. When you are finished with the Body screen, press Esc.

If the Header screen displays for you to enter a required purchase order number, do so and press Esc.
On the Status screen, verify that the Prt field statuses and other information are correct. For example, you can set the customer's status to print an acknowledgement and set the vendor's status to fax the purchase order. The ShipDate and Ship Via field settings for a direct shipment generation are primarily for reference, as the vendor determines the actual ship date and method.

Note: Different order generations for the direct shipment display: the top is the customer's order; the bottom is the vendor's purchase order. Use the Header hot key to view whichever generation is selected.

Press Esc to save and process the order.