Vendor Shipments - Sales Order Entry

A vendor shipment is initiated when a sales order line is entered and the "Vendor Ship" flag for the order line is set to “Y”.  The vendor ship flag for an order line will be set to “Y” automatically by the system if

      The vendor ship flag in the order header is set to “Y”.  The vendor ship flag in the order header is not used anywhere except as the default when the order line items are being entered.  The Vendor Ship Flag in the Order Header will default to Y if the Vendor Ship flag in the customer record is set to Y.

      The vendor ship flag in the inventory item is set to “Y”, indicating that the item must be vendor shipped.   

Regardless of how the header flag is set, as each line item is being entered it may be flagged for vendor shipment as long as the vendor ship flag for the item in the Inventory Master file is not set to “N” (indicating the item may not be vendor shipped) and the terms on the order are not set to C.O.D. (cash on delivery) C.O.D. vendor shipments are not supported as the vendor determines the terms and will not necessarily collect for C.O.D. shipments. 

If there is a conflict between the vendor shipment flag in the customer record and the vendor shipment flag in the item record, the system will warn you and ask you if you want to continue to save the line item.

The system will also warn you if you try to save a vendor shipment sales order line and have not entered a purchasing comment for the order or the order line.

When a vendor ship order line is saved, the reserved quantity for the item is not updated, as no goods are reserved for the order out of in-house inventory.  The total reserved quantity for the item is also not updated for the same reason.  The system does not try to allocate any inventory to vendor ship lines due to the fact that the items are being shipped to the customer directly from the vendor.   The sales order lines for vendor shipments are saved as status “O” (open) so that the lines may be invoiced when the vendor notifies you that the goods have been shipped.

Note: The system normally blocks editing of any sales order lines which have purchase orders placed for them.  This prevents sales orders from being modified or deleted after purchasing has placed individual purchase orders for them.  When this feature is implemented, the purchasing department is normally responsible for handling any required changes to the sales orders or purchase orders for these types of items.  The Purchasing department can contact the vendor, make any required changes, update the PO, then edit the sales order.  A system parameter can be set to allow specific operators to edit sales order lines with open po detail.