DBD: Order Type – Bill as Shipped Order

Path: Order Processing > Order Processing > Order Entry

• Double click on the Order Entry option to begin.
• Select the Bill as Shipped option

Order Entry Defaults fields

1. Order Date: Defaults to current date.
2. Order Division: Select your division (if applicable).
3. CSR: Customer Service Rep. entering the order. Change as needed.
4. FOB: Freight on Board option.
5. How to Ship: Freight Payment method.
6. Ship Via: Shipping Service

• Click Proceed to advance to the Sales Order Entry screen.
• Click Add New Order.

Sales Order Header screen

1. Enter Customer Code or Use the Query to locate:
2. Enter Customer P/O:
3. Order Dated: defaults to current day.
4. Enter Date Requested:
5. Entered Ordered by:

Order Line Entry

Select Options for the following:

• P/O Code – select from dropdown.
• Custom – check for Bill as Ship order.
• Line Type – defaults to Manufactured item.

Note: P/O codes control document output as defined by your company.

Specs Required - dropdown options include:

• Full Specs
• Comments Only
• No Specs

Custom Item Line Type – what Line Type applies to this Vendor? Options: New, Exact Repeat, Copy Change, Spec Change and Both.

Item Code – lookup using query or enter the desired item code. When it doesn’t match an existing item code, a prompt to add appears.

The selected item then displays basic item information and the option to modify the Item Master.

“Modify Item Master before entering order data?” Yes/No:

• Yes – displays the Custom Item Setup.
• No – continues into line entry screens.

Click No

Line Entry Details:

• Unit of Measure – enter or lookup. Example: Case (or accept default)
• Quantity per Unit – enter quantity per unit of measure. Example: Case/1500 (or accept default)
• Quantity Ordered – enter total quantity.
• $ per Unit – enter selling Price and Cost per unit of measure. Example: Case (or accept default).
• Vendor Code - enter vendor code (or accept default).

Sample Entry

Special Shipping is defaulted to Yes since a Bill as Shipped order requires a warehouse designation.

Click Save at the bottom of the panel.

Purchase Order Setup

Click Save.

A dialog box will prompt to “Modify Specs?”

Bypass Specs – click this button to confirm the specs are correct and proceed to shipping.

Comments Only – click this button to bypass all the specs except for the comments section.

Note: Each comment line can hold up to 65 characters. A maximum of eight lines can print on the standard versions of the DB/d Purchase Order.

Modify Specs – this button accesses Spec Edited, to updated specifications.

Select an option the click Save at the bottom of the panel.

Sales Order Shipping Entry screen

Address tab

• Select the Ship Point from the Drop-Down list for order line in the header section.
• The Location Type defaults to a Warehouse in a Bill as Ship order. Select the warehouse code for distributor owned inventory for the address to populate.

• Click Next

Shipping tab

• Select FOB, How to Ship, Ship Via from the drop-down list if not defaulted. Click Next.

  

• Click Next

Other tab

• Enter the amount shipping to this warehouse int the Quantity to Ship Here field.

• Click Finish.

• Back on the Order Line Entry, click add New Line or Save.

Sales Order Summary Line Display for review

• Click Save to remain in Sales Order Entry and begin the next order.

  OR

• Click Exit to exit Sales Order Entry.
• Click Save and Exit triggers the "Printing/Delivery Option" of the Purchase Order.
• This completes the process of entering order type "Billable as Shipped."