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 Line Item Scheduling window to create a direct shipment for a single product as you enter it on the order.
You can also use the following methods, not described in this topic:
Use the Detail Scheduling tab to group a number of products into a direct shipment.
Use the Status tab for a product generation already entered.
Change the order mode to Direct Shipment from Vendor to direct-ship an entire order.
To direct-ship a line item:
Create or open a sales order and display the order's Body tab.
With the cursor on the line item you want to create a vendor-direct shipment for, select Line Item > Schedule to display the Line Item Scheduling window.
Move the cursor to the line that shows a quantity in the Ship Qty column, and on that line, change the value in the Status column to D (direct).
At the Direct Shipment from Vendor prompt, enter the vendor and click OK.
If prompted to enter freight terms or other information on the Direct Purchase Order Entry Header tab, enter those details and then exit the window to return to the Line Item Scheduling window.
Notice that a new generation displays a direct shipment from the vendor's warehouse.
Exit the Line Item Scheduling window to return to the order's Body tab and continue entering products, as needed.
If prompted to enter Header tab information, such as a purchase order number, enter the information and then select the Status tab.
On the Status tab, verify that the Print 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 Ship Date 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, and the bottom is the vendor's purchase order.
Save your changes and exit the window to process the order.
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