To route a direct sale to a vendor:If your branch does not carry a particular item in your inventory, and your customer is not allowed to order products from the branch that does, you can create a direct sales order and route it from that branch. Be aware that when you do this, the system handles the payment like a direct order to another vendor.
The Enable Auto Routing On Creation Of Sales Order control maintenance record identifies which branches are set up to use the Virtual Supplier companion product. The Define Routing Vs. Sourcing control maintenance record then identifies through which of those branches you can route product.
This instruction is an example of how sales can be routed. Your company may use a different method to perform this process. For example, your company has no physical branches and does not carry inventory. You can use Virtual Supplier to route customer orders to vendors. The vendor ships the order directly to the customer, and Virtual Supplier makes a direct generation for each vendor that supplies goods.
To route a direct sale to a vendor:
From the Orders menu, select Sales Order Entry to display the Sales Order Entry Body screen.
In the Ship To field, enter the customer's name.
In the Qty/Unit field, enter the amount of the product to sell.
In the Product Description field, enter the name of the product to sell.
The product must be assigned to this customer in Virtual Supplier Maintenance.
If needed, use the View hot key and select Earliest Avail from the selection list to view the availability of the product.
If the requested quantity of the product is not currently available in stock at the routing branch, create a new ship date and assign it to the product.
To preview how the system will route the order press Ctrl + 9.
Invoke the routing rules for this customer by one of the following methods:
Press Alt-Z to change the numbers in the PrcBr and ShpBr fields to that of the routing vendor and to reprice the product accordingly.
Use the New Direct Order activity trigger to automate routing if the customer uses a remote ordering method, such as Web Commerce or Business Connect XML.
Note: If your order includes more than one generation, the re-route affects only the selected generation.
When you have finished entering products, press Esc to display the Sales Order Entry Status screen.
Verify that the order is being shipped directly from the vendor.
The vendor must be set up for the products in Virtual Supplier Maintenance.
Press Esc to return to the Sales Order Entry Body screen. The screen clears for the next entry and your branch number displays in the PrcBr field.
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