Customization DS0690: Drop Ship PO Enhancement

Customization DS0690

Drop Ship PO Enhancement

Problem Definition:

ACME currently utilizes Dynamics GP to manage and support Inventory Control. They do not maintain inventory in-house, but supply customers with products directly from vendors via Drop Ship Sales Transactions and Drop Ship Purchase Orders.

Users enter a Sales Transaction and the Sales Line item is flagged as “Drop Ship” by marking the Drop Ship checkbox on the line item. The unit cost is then manually changed on the Sales Line to reflect the Item’s appropriate unit cost from the vendor.

The user then generates a Purchase Order from the Sales Line. The PO’s unit cost defaults from the Vendor ID’s Last Originating Invoice Cost. The user must update the PO’s unit cost to the unit cost entered on the Sales Line. ACME would like this cost to default automatically.

Design Features:

Sales Transaction Entry

The user will navigate to: Transactions >> Sales >> Sales Transaction Entry

The user will enter a Sales Order or Sales Backorder document. The user will enter a Sales Line and mark the Drop Ship flag. The user may update the Sales Line’s Unit Cost field to reflect the true Vendor cost.

For Sales Lines which have their Drop Ship flag marked, the following will occur when the user clicks the PURCHASE button form the Actions menu on the Sales Transaction Entry window:

The Sales Line’s unit cost, regardless of whether it has been manually updated, will default as the PO Line’s unit cost for the Item Number on the Purchase Order Preview window- Item Tab. The unit cost will be set when either of the following occurs:

• The Primary Vendor ID has defaulted when the Purchase Order Preview window opens.
• A Vendor ID is manually entered or selected from the lookup on the PO tab or the Item tab.

NOTE:

1. The selection of Vendor ID will have no impact on the Item’s Unit Cost in the Purchase Orders Preview window’s Item tab. Regardless of the Vendor ID selected, even if it is updated in the Purchase Order Preview window, the PO Line’s unit cost will always default to the unit cost entered on the Sales Line.
2. As requested by ACME, the user may manually override the Item’s Unit Cost field in the Purchase Orders Preview window’s Item tab.

Assumptions/Requirements:

• Multi-Currency is not utilized.
• The Sales Line’s Unit of Measure always matches the Item’s Default Purchase Unit of Measure.

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