The Vendor Shipment Flag is used to identify a sales order line where the item being ordered will be shipped directly to the customer by your vendor.
The Vendor Shipment Flag or field exists in multiple files in the system. In some of these files, the flag is used as a default (to automatically set the vendor shipment flag in order lines to Y or N for a specific customer or item), and in other files, the flag determines how a specific order line will be handled by the system (filled from stock or shipped directly from the vendor).
The Vendor Ship Flag is supported in the following places in StreamV
Customer – Each customer record contains a vendor ship field. The vendor ship field in the customer record can be set to Y (default new orders as vendor shipments Y), N (default new orders as vendor shipment N), or blank (default new orders as vendor shipment N). If the operator overrides the vendor ship setting for a customer, by saving an order line with the VS flag set differently than the customer, the system will warn the operator prior to saving the new order line
Product Catalog – Each Product Catalog record contains a vendor ship field. The vendor ship field in the item can be set to Y (default new order lines for the item as vendor shipment Y), N (default new orders for the item as vendor shipment N), or blank (default new orders as vendor shipment N). If the item has the vendor shipment flag set to blank, the operator can override the flag on each order line and set the vendor ship flag for the order line to Y when required. If the item has the vendor ship flag set to N, the operator is blocked from changing the vendor ship flag in the order line (i.e. the item should never be shipped directly from the vendor).
Inventory – In most cases, the vendor shipment flag in each inventory item or warehouse record is normalized (has the same value as), the Product Catalog record for the item. If the inventory vendor ship flag needs to be set differently for different inventory locations, the field can be maintained at the Inventory instead of the Catalog level. In this case, the system will use the contents of the inventory vendor shipment flag vs the flag in the Catlog record for the item.
Sales Order Header – The Vendor Ship field in the Sales Order record is used as a default for the line items that will be entered for the order. The Vendor Ship flag in the Order Header will default based on the vendor shipment flag for the customer selected for the order, (Y if the customer vendor ship flag is set to Y, N if the customer flag is set to N or is blank). The operator can override the default setting in the order when required.
Sales Order Line - The Vendor Ship Flags in the sales order line are used to actually define the fulfillment method to be used for the line. Your ability to set the flags in each sales order line item will depend on how the flags for the item have been set in the Inventory location you are entering the sales order for and how the vendor ship flag is set in the Customer record for the customer being processed.
The rules used by the system are as follows.
• If the customer vendor ship flag is set to “Y”, you may only enter sales order lines which have the vendor ship flag set to “Y” (and you may not place an order for an item that has the vendor ship flag set to “N”).
• If the customer vendor ship flag is set to “N”, you may only enter sales orders lines which have the vendor ship flag set to “N” (and you may not place an order for an item that has the vendor ship flag set to “Y”). You may process a special order line as long as the item special flag is set to blank or “Y”.
• If the customer vendor ship flag is blank, the system uses the flag in the item to determine whether the line can be special ordered or vendor shipped.
If an “N” has been entered for either of the flags at the inventory level, you will not be able to use that method for the order line and the order flag for that method will default to “N”. If a “Y” has been entered for one of the flags at the inventory level, you must use that method to fulfill the order (only one flag should be set to “Y”) and the system will automatically set the order flag for the method to “Y”. If the inventory flag is set to blank, the system will not automatically set the sales order line flag and the sales order header default value will be used for the field. You should be able to change the value in the Special or the Vendor Ship flag to “Y” or “N” as long as the item flag is blank. If the inventory item flag is set to “N” or to “Y”, the system will automatically block you from changing the value at the sales order line item level.
Note: You may not set both the special and the vendor ship flag for a sales order line to “Y”. The system will display an error message and it will not allow you to save an order line if both flags in the line are set to “Y”.