This is a post I made on the Dynamics GP Community forums regarding drop ship workflows.
We dropship 50% of our orders to our customers (if I could make it so it would be 100%). Our standard workflow is to
- Enter the sales order in GP (well we actually do not use GP for our sales order entry process but we used to)
- Click the dropship box for the line items that we want to dropship
- Click the purchase button that has shown up on the sales order after you save it
- From the purchasing window we verify vendor, items, qtys, ship method, and ship to
- We create the purchase order
- We print the purchase order and fax it to the vendor
- We call the vendor by the end of the day to confirm they received the purchase order and get an estimated ship date
- After confirmation, we make the assumption that the vendor will get the order sent to the customer in the time frame they gave us
- Accounts Payable receives the vendor invoice several days later (once the product has been shipped)
- Accounts Payable “Enter/Matches” the vendor invoice to the dropship purchase order
- Accounts Payable then sends the invoice to Account Receivable
- Accounts Receivable adds the freight to the sales order that the dropship was for (linked to using SOP to POP link)
- Accounts Receivable generates an invoice to the customer
This is the workflow that we have found to work best for us. We run a very lean company with inventory overhead and personnel. This workflow may or may not work for you but hopefully it will give you a real world example of how someone else does it.