Microsoft Dynamics 365 Business Central: Drop Ship Sales Order

Microsoft Dynamics 365 Business Central. Using drop shipments.
 
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 In this video we're going to explore the process for
 
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 creating a drop shipment in Dynamics 365 Business Central.
 
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 A drop shipment is when a vendor ships a product
 
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 directly to our customer.
 
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 The process flow is that we create a sales order
 
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 and then link it to a purchase order.
 
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 We'll start by creating a basic sales order.
 
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 We'll just specify the customer and then move on to the sales lines,
 
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 where we'll choose the item we're selling.
 
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 On the sales line, we'll select the Drop Shipment checkbox.
 
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 Now, the Drop Shipment column is not available by default,
 
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 so we'll need to personalize the page to add the column.
 
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 To start personalizing the page, we'll choose the Settings icon,
 
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 and then choose Personalize.
 
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 We'll choose the Lines fast tab to select that area,
 
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 and then click +Field to open the Add Field to Page pane.
 
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 We'll find the Drop Shipment boolean, and then drag it
 
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 to the position we want to display it on the line.
 
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 Let's choose Done to exit personalization.
 
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 Now that the sales order is ready,
 
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 we need to create the purchase order.
 
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 We'll create a new purchase order, but we won't create
 
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 any purchase lines.
 
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 On the Shipping and Payment fast tab, we'll change the
 
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 Ship-to field to "Customer Address" and then choose the customer.
 
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 Now that we've defined the customer, we'll choose Actions -
 
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 Functions - Drop Shipment - Get Sales Order.
 
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 We'll choose the sales order we created from the sales orders list.
 
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 This creates a new Purchase Line from the sales line.
 
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 If we want to check the purchase order from the Sales Line,
 
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 we can choose the line we're drop shipping and then
 
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 choose Order - Drop Shipment - Purchase Order.
 
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 To post the drop shipment, we can either post
 
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 the sales order or receive the purchase order.
 
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 The purchase order cannot be invoiced until the sales order
 
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 is posted.
 
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 We can now invoice the purchase order.
 
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 Thanks for watching.
 
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