Sales Dropship without stock scenario is used for company setups where you are only working with a warehouse in one of your databases.
For example, a headquarter with multiple sales offices without a warehouse.
Scenario Setup
The scenario configuration for drop ship contains three different tab menus.
In the first tab menu ‘’Dropship’’ you must setup a ‘’Source Vendor’’ and a ‘’Source Warehouse’’.
These two factors will trigger the InterCompany flow for the drop-ship scenario without stock.
Source warehouse is selected on the sales order lines.
The source vendor is selected in the procurement wizard (step 3):
IMPORTANT: Serial & batch management only works in Dropship with stock scenario!
IMPORTANT: The Dropship without stock scenario can be set up to use ‘’Reverse invoice flow’’.
IMPORTANT: The options ‘’Reverse invoice flow’’ and "Disable automatic A/R invoice creation" are incompatible and turning on one will disable the other.
IMPORTANT: If the option "Disable source warehouse check" then all lines one all purchase orders with a vendor matching what is chosen in "Source vendor" and that are based on a sales order will synchronized.
Process flow
The dropship scenario can have two different flows, depending on whether or not reverse invoice flow is turned on.
Normal invoice flow
Step |
Manual/InterCompany |
Source/Target database |
Description |
|---|---|---|---|
1 |
Manual |
Source |
Source database creates a Sales Order with their end-customer as the recipient.The Purchase Order is created in the source database using the procurement wizard based on the Sales Order with company target database as the Vendor. |
2 |
InterCompany |
Target |
InterCompany creates a Sales Order in target database based on the Purchase Order from source database. |
3 |
Manual |
Target |
Target database creates a Delivery based on the Sales Order. |
4 |
InterCompany |
Source |
InterCompany creates a Delivery in source database based on the Delivery in target database and links it to the Sales Order in source database. |
5 |
Manual |
Target |
Target database creates an A/R Invoice based on the Delivery in target database. |
6 |
InterCompany |
Source |
InterCompany creates an A/P Invoice in source database to close the Purchase Order. |
7 |
InterCompany |
Source |
InterCompany creates an A/R Invoice in source database to close the Sales Order and links it to the Delivery. |
If "Disable automatic A/R invoice creation" is turn on then step 7 is skipped and the A/R invoice will not be created.
Reversed invoice flow
Step |
Manual/InterCompany |
Source/Target database |
Description |
|---|---|---|---|
1 |
Manual |
Source |
Source database creates a Sales Order with their end-customer as the recipient.The Purchase Order is created in the source database using the procurement wizard based on the Sales Order with company target database as the Vendor. |
2 |
InterCompany |
Target |
InterCompany creates a Sales Order in target database based on the Purchase Order from source database. |
3 |
Manual |
Target |
Target database creates a Delivery based on the Sales Order. |
4 |
InterCompany |
Source |
InterCompany creates a Delivery in source database based on the Delivery in target database and links it to the Sales Order in source database. |
5 |
Manual |
Source |
Source database creates an A/R Invoice based on the Delivery in source database. |
6 |
InterCompany |
Source |
InterCompany creates an A/P Invoice in source database to close the Purchase Order. |
7 |
InterCompany |
Target |
InterCompany creates an A/R Invoice in source database to close the Sales Order and links it to the Delivery. |