This is what happens in the video
Drop shipment in Business Central lets your vendor ship goods directly to your customer without the items passing through your own warehouse. To create the purchase orders for sales orders marked as drop shipment, you use the requisition worksheet.
In the requisition worksheet, choose Drop Shipment and Get Sales Orders to pull in the relevant lines. You can filter by document or customer, or leave the fields blank to retrieve all orders set up for drop shipment.
Set the action message to New, accept the lines you want, and run Carry Out Action Message to create the purchase orders. The purchase order stays linked to its sales order, and you can only invoice the purchase order after the sales order has been fully posted.
Using the requisition worksheet to create drop shipment purchase orders
When a sales order has been set up for drop shipment, you create the matching purchase order through the requisition worksheet. Search for “requisition worksheet” in Business Central to open it.
In the requisition worksheet, choose Drop Shipment and then Get Sales Orders. You can filter the result by selecting a specific document or customer. If you leave these fields blank, the worksheet retrieves all orders that are set up for drop shipment.
After this, you see all the items that have been set to be purchased with drop shipment.
Creating the purchase order from the worksheet lines
Make sure the action message is set to New. In the Accept Action Message field, select the lines you want to create. You don’t have to create everything at once. In this example, only the last line is needed, so the other lines are removed.
Then choose Process and Carry Out Action Message. You can decide whether to print the order at the same time. Press OK to confirm.
Once this is done, the line disappears from the worksheet and a purchase order has been created. You can now send the purchase order to the vendor.
Tracing the link between purchase order and sales order
The purchase order created from a drop shipment stays connected to its sales order. To see which sales order a purchase order belongs to, mark the line, go to More options, then Order, Drop Shipment, and Sales Order. This shows the sales order connected to the purchase order.
Posting and invoicing drop shipment orders
When posting the purchase order, you can only choose Receive as long as the sales order has not been invoiced. You can only invoice the purchase order after the sales order has been fully posted. This keeps the two documents in step so you don’t invoice the purchase before the customer side is complete.
Q&A
How do you create a purchase order for a drop shipment sales order in Business Central?
Open the requisition worksheet, choose Drop Shipment and Get Sales Orders, set the action message to New, select the lines you want, and run Carry Out Action Message. This creates the purchase order linked to the sales order.
How do you retrieve all drop shipment sales orders at once?
In the Get Sales Orders dialog, leave the document and customer fields blank. The worksheet then retrieves all orders that are set up for drop shipment.
How do you find the sales order linked to a drop shipment purchase order?
Mark the purchase order line, go to More options, then Order, Drop Shipment, and Sales Order. This shows the connected sales order.
When can you invoice a drop shipment purchase order?
You can only invoice the purchase order after the sales order has been fully posted. While the sales order is not yet invoiced, you can only choose Receive on the purchase order.