Drop Ship Cycle

Before you create an order, you have to perform some setups in order to drop ship, which are listed in the below mentioned article “Drop Ship Setups”:
Drop Ship Setups

1. Create Sale Order

2. Book Sales Order

3. Check Status

4. Progress Sales Order

5. Check Status

6. Release Purchase Order

7. Import Requisition / Purchase Order

8. Link between sales order and purchase order

9. Receive the material against purchase order

10. Check Order status.

Create Sale Order

Navigation: Order Management Super User >> Order Organizer



Click on ‘New Order’



Enter Order Header Information



Click on ‘Line Items’ tab



Click the ‘Shipping’ tab and enter Item Number , Quantity and Receiving Organization



Click ‘Book Order’ button.



If order is booked successfully then a confirmation message will be displayed as shown in the below picture.



Click on ‘Actions’ Button under ‘Line Items’ tab



Select ‘Additional Line Information’ from the List of values and click OK



Select ‘Drop Ship’ tab.

At this stage we do not have any purchase orders created related to this drop ship order.



Close the ‘Additional Line Information’ form.

Make a note that the line status is ‘Booked’ at this stage.



Let’s see the workflow status.

Click on Tools >> workflow status



Current activity will be ‘ Purchase Release Eligible’ with a status of ‘Notified’.



Close the workflow status page.

Go back to ‘Line Items’ and select the line. Right click on it and select ‘Progress Order’ option as shown below.



Select ‘Purchase Release – Eligible’ option from List of Eligible Activities.



Click OK.

The ‘Line Status’ changes from ‘Booked’ to ‘Awaiting Receipt’.





Click on Actions button

Select ‘Additional Line Information’.



Make a note that we still do not have ‘Purchase Order’ created for this drop ship order.



Close the order form.

Navigation: Order Management Super User >> Purchase Release



A Concurrent request submit screen will pop up.

Click on Parameters and enter the sales order number that we created above. By doing this concurrent request will just process this particular order instead of releasing all pending drop ship order requests.



Click Submit



Close all open forms.

Navigation: Purchasing Super User >> Reports >> Run



Select ‘Requisition Import’ program and click on parameters text box.

Enter parameters as follows

Import Source: ORDER ENTRY

Import Batch ID: Leave it blank

Group By: Item+