Setup Requirements for Vendor Direct Shipments

Following are the control maintenance records and authorization keys used with vendor direct shipments, along with additional setup requirements.

Control Maintenance Records

Set the following control maintenance records:

• Copy Internal Notes From Direct Sales Order To P/O

• Direct COGS Always Vendor Price

• Exclude Direct Sales Orders From PIL Check

• Require Direct Invoices Upon Reconciliation

• Update COGS On P/O When COGS Is Overridden On Invoiced Direct

Authorization Keys

Assign the following authorization keys:

• COGS.EDIT.DIRECT

• COGS.VIEW

• SOE.COST.EDIT.DIRECT

• SOE.CREDIT.RELEASE

• SOE.DIRECT.EDIT

• SOE.EDIT.LOCKED.DIRECT

Direct Shipments and Credit Holds

If the customer for a direct shipment order is on a credit hold, you cannot send the purchase order to the vendor without SOE.CREDIT.RELEASE authorization. Instead, the order goes to the Open Order Status Review Queue.

See Also:

Direct-Shipping Specific Line Items

Editing Vendor Direct Shipments

Sales Management Setup Overview