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Dropship Workflow

November 13, 2009

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

  1. Enter the sales order in GP (well we actually do not use GP for our sales order entry process but we used to)
  2. Click the dropship box for the line items that we want to dropship
  3. Click the purchase button that has shown up on the sales order after you save it
  4. From the purchasing window we verify vendor, items, qtys, ship method, and ship to
  5. We create the purchase order
  6. We print the purchase order and fax it to the vendor
  7. We call the vendor by the end of the day to confirm they received the purchase order and get an estimated ship date
  8. After confirmation, we make the assumption that the vendor will get the order sent to the customer in the time frame they gave us
  9. Accounts Payable receives the vendor invoice several days later (once the product has been shipped)
  10. Accounts Payable “Enter/Matches” the vendor invoice to the dropship purchase order
  11. Accounts Payable then sends the invoice to Account Receivable
  12. Accounts Receivable adds the freight to the sales order that the dropship was for (linked to using SOP to POP link)
  13. 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.

  1. Fernando permalink

    What if I want to place a password to the button D. The problem is that I am new to the system and do not know how to restrict this button

    • Ron permalink

      I am not sure if you can do that out of the box. You will probably require a customization. Do you have a GP partner?

  2. Fernando permalink

    As I mentioned Ron, I’m new at this. Fortunately, with a little ingenuity I found the solution. It is a matter to get to find out about it. A full week of inquiries led me to find it.

    Ms GP> Tools> Settings> System> Field-Level Security

    From there you create a new routine. You create an ID, description, name of the form, name windows, field name and security mode. From there you look for the field you want to configure and make the changes you require.

    By the way, I apologize for my English. Not very good to say.

    Thank you very much anyway. If I have some other problem will gladly come to you.

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