Solution:

This article explains how to add shipping charges to a drop ship order on a single invoice whether the cost of the shipping charge is knows when entering the order or not.

 

Test the following two scenarios the sample company to ensure desired results before implementing in a live system.

Shipping Price and Cost Known at Time of Order Entry

1. In Order Entry (OE), create an order for two line items. One should be an item being ordered
   and the other should be the shipping charge. Refer to the Inventory Control Setup for Item
    Number or Portion for Shipping Charges.
2. Both line items should be marked as Drop Ship.
3. Enter the price and cost of the shipping charge.
4. Save the order; the Generate Orders screen will appear.
5. Select both line items to create the drop ship purchase order or exit this screen to create the drop ship purchase order manually in the Purchase Order (PO) module.
6. In the PO module, receive the purchase order completely. This will ship the sales order line items.

The line items will appear on one invoice in Accounts Receivable, whether the order is invoiced
automatically or deferred.

Shipping Price and Cost are Unknown at Time of Order Entry

Note: This scenario involves deferring the invoice process. This may have General Ledger implications in terms of posting dates. Discuss this process with an accountant before continuing to ensure that all proper procedures are followed.

1. In Order Entry (OE), create an order for two line items. One should be an item being ordered and the other should be the shipping charge. Refer to the Inventory Control Setup for Item Number or Portion for Shipping Charges.
2. Both line items should be marked as Drop Ship.
3. Enter the price and cost of the shipping charge as zero since it is unknown.
4. Save the order; the Generate Orders screen will appear.
5. Select both line items to create the drop ship purchase order or exit this screen to create the drop ship purchase order manually in the Purchase Order (PO) module.
6. In the PO module, receive only the regular line item. Do not receive the shipping charge line item.
7. Save order; it will give the option to invoice or defer. Do not invoice at this time, defer at this time.
8. Open Order Entry.
9. Once the price and cost of the shipping charge is known, edit the shipping charge line item to reflect these amounts.
10. In the PO module, receive the drop ship purchase order for the shipping charge line item.
11. Save order; it will give the option to invoice or defer. Do not invoice at this time, defer at this time.
12. In the Accounts Receivable module, select the option to Invoice SO Shipments under the Transaction menu.
13. Select both line items to include on one invoice.

Note: Please refer to Knowledgebase article 11569 for information on how to prevent the Generate Order screen from appearing during order entry.

© Copyright Sage Software