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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
New

Comments

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