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Dynamics should allow us to post a Purchase Invoice against a drop shipment Purchase Order prior to posting a Sales Invoice against the related Sales Order. This is the general business process flow, so it is illogical for Dynamics to block us from processing transactions the way business works.
Category: Purchasing
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.


Sincerely,
Andrei Panko
PM, Microsoft

Comments

K

Here's a good example of when a PO needs to be invoiced before the SO is invoiced.

Sales Order:
1. 1 dropship line that will be shipped directly from the vendor to the customer at 11/1/2021
2. 3 lines that will be shipped from warehouse to customer 12/1/2021

Customer doesn't want separate invoices for the sales order and wants to be invoiced for all four lines once all lines are completely shipped. This means AP cannot voucher until the sales order is invoiced.

Category: Purchasing

K

Another point which could be helpful in this context:

The customer does not see the shipment-number from our mandant, when the shipment is a drop shipment. The papers only show the shipment-number/and purchase-order-number of our vendor. Could you please implement the copying prozess from purchase to sales for this information? Then the vendor shipment-number could be printed on the sales invoice and the customer can connect the shipment to the invoice.

Otherwise the customers often have problems to connect the right shipment to the invoices.

Greetings,
Anna

Category: Purchasing

K

From our point of view it's definetly a very good point, too. The main intention for drop shipment processes is to use it for some kind of destination management of shipments.

Many of our customers do not use the standard drop shipment due to the posting concept of the functionality. It's to complex to work in a process like that. Also the cancelation of a process like that is not really supported well.

So please put a very helpful improvement like this on the general roadmap.

Category: Purchasing

K

This change request would help a lot !

We have more than 70 % Drop Shipments and have big struggles with the purchase invoice posting.

My suggestion would be:
Microsoft will make a new setting in the Purchases & Payables Setup. There could be the following field for drop shipments:
Allow purchase invoice posting before sales invoice posting (answer: true/false)

Then every mandant can choose his own way.

Category: Purchasing

K

This is a very common business model we have seen with customers. They don't invoice the customer until they have captured all the cost of the purchase (IE: shipping, change in price, recycling fees, etc). Then they invoice the customer after all purchase transactions are complete.

We have had to do several times it is to use the special order ability instead of the dropship ability. Then on receiving the special order PO, ship the sales order using custom code.

Would love this to be stock.

Category: Purchasing

K

For DropShipment-Orders you can't post the Purchase Invoice before posting the Sales Invoice.
For customers e.g. with combine shipment, maybe the sales invoice will be posted only once a month. So it should be possible to post the purchase invoice when you receive them.

Category: Purchasing

K

The current process of Drop Shipment is very back and forth between Purchases and Sales.
1. The Sale is created as a Drop Ship.
2. Purchase is created and linked to the Sale.
3. Posting should be flexible. When the Supplier informs the business that the goods are delivered they would usually supply an Invoice. The PO should be posted and we should be allowed to Receive and Invoice at once. This should not be a two step process of Receive only.
4. When the Purchase is posted, this should provide a setup feature for customers to choose whether they want to Sale to be automatically posted. If yes, the Sale should be posted Ship & Invoice.
The user should not have to post both documents separately. Automation is required.

Category: Purchasing

K

Without this adjustment we can not update to 365 BC.
Unfortunately there is no way to avoid this in 365 BC.

Category: Purchasing