Flow for Simple Drop Ships across Set of Books (Doc ID 295074.1)

1

Enter order

Login to the Ordering Organization

The person entering the order must be setup as a 'Buyer' in Purchasing: Purchasing > Setup > Personnel > Buyers

OM Responsibility > Order, Returns > Sales Order

Main Tab:

Customer:Enter your customer

Order Type:Enter a standard order type

Price List:Enter Price List

Salesperson: Select any from LOV

Others Tab:

Warehouse:Select your Receiving Organization from the LOV

Line Items Tab:

Line 1.1

Ordered Item:Enter the item to be dropped shipped

Qty: 2

Request Date:Sysdate

Shipping Tab:

Source Type: External

Receiving Org: Your receiving organization

Save

Sales Order Number:

2

Book the order

Click the Book Order Button

Verify:

Order Header Status: Booked

Line Status: Awaiting Receipt

If line status is not at 'Awaiting Receipt', run the Workflow Background Process

OM Responsibility > Report, Requests > Run Requests: Workflow Background Process

Item Type: OM Order Line

Process Deferred: Yes

Process Timeout: No

Click Submit

Line Status:

3

Run Requisition Import

Login to the Receiving Organization

It is best to logon with a different user id then the ordering person.  This new user id must be associated with a person who has been setup as an 'Approver' in the new Set of Books.

Refer to Note: 295070.1 for detailed instructions.

OM Responsibility > Orders, Returns > Requisition Import:

Import Source: Order Entry

Click OK

Click Submit

Request Id:

4

View Requisition Information

Log on to the responsibility where the order is created

OM Responsibility > Orders, Returns > Order Organizer

Query the Sales Order

Line Items:

Place the cursor at line 1.1

Click on Actions > Additional Line Information > Drop Ship Tab

Document the Requisition Number

Requisition Number:

5

Create Purchase Order from the Requisition

Login to the Receiving Organization

Purchasing Responsibility > AutoCreate

Find Requisition Lines:

Requisition: Enter Requisition No.

Clear the Buyer Field

Click the Find Button

AutoCreate Documents:

Select the Requisition Line

Click the Automatic Button

Select the Supplier

Click the Create Button

Document the PO Number

PO Number:

6

Approve the PO

AutoCreate to Purchase Orders:

Click the Approve Button

Approval:

Submit for Approval: Checked

Click Ok

Verify that the Status of the PO is 'Approved'

Status:

7

View the PO Information

View the PO Information in the Responsibility where the order is created.  See Step 4.

Purchase Order:

Status:

8

Receive the full Qty

Login to the Receiving Organization

Purchasing Responsibility > Receiving > Receipts

Find Expected Receipts:

Purchase Order: Enter Purchase Order No

Click Find

Radio Button: New Receipt.

Lines Tab:

Check the Line

Destination Type: Inventory

Subinventory: Enter Subinventory

Save

A receipt number will be generated and will be visible in the Receipts Header Form

Receipt Number:

9

Verify the Receiving Transactions

Purchasing Responsibility > Receiving > Receiving Transactions Summary

Supplier and Internal Tab:

Receipt: Enter Receipt Number

Click Find

Click Transactions

Verify there are two transactions: Receiving and Deliver Type

 Transaction Types:

10

Verify the status of the line

Login to the Ordering Organization

OM Responsibility > Orders, Returns > Order Organizer.

Query the Order

Click the Open Button

Line Items Tab

Main Tab

Line 1.1

Status: Shipped

Shipping Tab

Quantity Shipped: 2 

Status:

Qty Shipped:

11

Verify the Workflow Status of the Line

Tools > Workflow Status

If the Line Status is 'Fulfilled - Deferred'

Run the Workflow Background Process

See Step 2

Workflow Line Status:

12

Run Auto Invoice

Receivables > Interfaces > AutoInvoice > AutoInvoice Master Program

Invoice Source: ORDER ENTRY

Default Date: Sysdate

(Low) Sales Order Number: Order Number

(High) Sales Order Number: Order Number

Click OK

Click Submit

13

Verify Invoice

OM Responsibility > Orders, Returns > Order Organizer

Query the Sales Order

Line Items:

Place the cursor at line 1.1

Click on Actions > Additional Line Information > Invoices/Credit Memo Tab

Document Invoice Number

Invoice Number: