Drop-Shipment Sales and Purchase Posting

Drop-Shipment Sales and Purchase Posting

Posting of Sales and Purchase Orders is the following step in the drop shipment procedure in Dynamic 365 Business Central, which will be covered in this blog. Refer to the link for the prior blog post on how to create a purchase order for drop shipping. 2. Drop Shipment Purchase Order

Once the vendor has received the prepared purchase order, they will either ship the desired item in its entirety or in pieces. Following the vendor’s confirmation of shipment, we can return to the purchase order and change the purchase sales line with relation to the shipment before creating a purchase order receipt.

To create a Purchase Order Receipt

      1.Search for the “Purchase Order” in the Tell Me icon and select the purchase order list to open the list of all the orders.

 

      2.Now locate and open the purchase order by the vendor’s name. It is “CoolWood Technologies” in this instance.

      3.To access the “Oty. to Receive” column, use the line fastTab and scroll down the line.

Here, you can manually enter the quantity that the vendor shipped. In accordance with the information that the vendor has provided, you can type either the entire number of quantities or partial quantities.

       4.To post the receipt for the quantity received, go to Posting->Post.

         5.Within the posting dialogue box, select Receive.

After posting, the value in the column named “Quantity Received” will change based on the quantity entered. If all of the quantities are shipped, the value will match the quantity column value; otherwise, it will be lower.

Additionally, you can see that the status has changed from “Open” to “Released,” signifying that all of the order’s lines have been completed.

 

Once the purchase receipt has been created, we can access the sales order to invoice the customer.

To post and create a sales order invoice

        1.Search for the “Sales Order” in the Tell Me icon and select the “Sales Order List” to open the list of all the orders.

        2.Choose your sales order and open it on the Sales Order List page.

        3.To check the record of shipment of the items, go to Navigate->Shipments.

In this window, you can see all the shipment information.

 

         4.Go to Posting-> Post and choose the invoice option in the posting window to send the customer an invoice based on this sales order.

          5.Your sales order invoice will be created and a dialogue box will appear to open the posted sales invoice. Click on “Yes” to open it.

The Posted Sales Invoice Card Page will open up.

The vendor will generate the invoice for payment as soon as the shipment is completed. The purchase invoice should be posted next.

To Post the Purchase Invoice 

         1.Once more, use the Tell Me icon to search for “Purchase Order” and then pick the purchase order list to view a list of all orders. Choose your purchase order at this point.

           2.On the purchase order card page , manually enter the Vendor Invoice number provided by your vendor.

Note: Review the document before moving to the next step. If you need to make changes, then you first need to open the document by going to Release-> Reopen. When you’re finished, change the status to “Released” using the “Released” option.

 

         3.Go to Posting-> Post and then select “Invoice” to post the purchase order invoice.

         4.Open the posted invoice window by selecting Yes.

From the Payment Journal page, you can now begin the payment process for the necessary invoices.

The drop shipping procedure in Dynamics 365 Business Central is now complete on the sales and purchase side.

Summary
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Drop-Shipment Sales and Purchase Posting
Description
The drop shipment procedure - Once the vendor has received the prepared purchase order, they will either ship the desired item in its entirety or in pieces.
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BugendaiTech Pvt Ltd
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