DBD: Order Entry 5 – Bill as Shipped Order
A Bill as Shipped order is used when an item is produced by a vendor and paid for by the distributor upfront, but is billed to the end customer progressively as individual quantities are released from storage.
💡 Looking for a standard order instead? If you are processing a regular order rather than a distributor-owned program release, head over to DBD: Order Entry 1 - Standard Sales Order Header to start the standard track. .
Navigate: Order Processing > Order Processing > Order Entry
Step 1: Header Setup
- Double-click Order Entry to begin.
- At the initial prompt, select Bill as Shipped
Complete your session defaults and customer info fields following the exact data rules outlined in
DBD: Order Entry 1 - Standard Sales Order Header
.
Step 2: Line Item & Special Configuration
Click New Line to generate your line item row. While most fields follow standard processing, you must apply these specific settings for a program order:
- Custom Box: 🟩 Check this box. For a Bill as Shipped order, checking Custom is mandatory to trigger the backend warehouse program tracking.
- Line Type: Leave this set to Manufactured Item.
- Complete your quantities, unit of measure, and buy/sell pricing configurations exactly as shown in DBD: Order Entry 3 - Line Processing & Special Charges.
Step 3: Purchase Orders & Component Specs
Because this order type triggers a production run from an outside supplier, review your vendor headers and input your live vendor job tracking numbers.
When prompted to Modify Specs, choose your verification path (Bypass, Comments, or full engineering modifications) as detailed in DBD: Order Entry 3 - Line Processing & Special Charges
Step 4: Routing to the Program Warehouse
Unlike standard orders that drop off at a customer's storefront, a Bill as Shipped line automatically defaults Special Shipping to "Yes." This is because the system must route the finished production run straight into a storage facility.
- On the Address Tab, the Location Type will lock to Warehouse.
- Click the Code dropdown and select the pre-configured distributor-owned inventory warehouse code. This will automatically populate the physical storage facility address.
- Complete the Shipping and Other tabs to distribute your total production run quantity using the logistics steps mapped out in DBD: Order Entry 4 - Shipping & Warehouse Routing
Step 5: The Billing Summary
Review your order lines on the final Sales Order Summary Display.
- Click Save to commit the program ticket to the live database and open a fresh session.
- Note: Clicking Save and Exit will instantly trigger your system background tasks to print or electronically deliver the initial production Purchase Order directly to your vendor.