Drop Shipping

2014-09-02 Drop Shipping Discussion and Demonstration

• Introduction
• Two perspectives of Drop Shipping
  • the manufacturer or source
  • the distribution company requesting the drop ship from the source to their customer
• 0:01:30 Discuss the Manufacturing perspective
• 0:02:30 Discuss the Distributor perspective
• 0:03:45 How to restore iDempiere back to its original state (when it was first installed). This action deletes all user created data.
• 0:04:30 Create your Drop Ship warehouse for the HQ organization
• 0:06:45 Update "HQ" Organization => Org Info tab and set the Dropship Organization field to our new Warehouse.
• 0:08:00 Demonstrate Scenario #1 (manufacturer fulfilling a drop ship request from my distributor)
  • Create new BP (Dropship Jane)
  • 0:09:15 Create Dropship Jane and Joe Block Partner Relation record
  • 0:10:15 Create Sales Order
  • 0:11:00 Should you use the Drop Ship flag on the Sales Order?
  • 0:12:30 Generate Shipment and zoom
  • 0:13:30 Generate invoice and zoom
• 0:14:45 Demonstrate Scenario #2 (distributor asking a manufacturer to ship directly to the distributor's customer)
  • 0:15:30 Create Sales Order
  • 0:16:15 Create new Product for this scenario (tangent)
  • 0:19:15 Generate PO from SO (Sales Order) with Drop Shipment = "Yes"
  • 0:20:30 Complete PO
  • 0:24:00 Create Material Receipt (to represent vendor's confirmation of delivery)
    • 0:24:15 Note: MR => Create Lines From has bug where it leaves the Line's Locator = null
  • 0:25:15 Complete MR and View Customer Shipment
  • 0:27:15 Tracking non-confirmed Drop Ship Purchase Orders
    • Tangent to confirm isDelivered can be used to track non-delivered drop shipments - Chuck to submit bug for PO delivered = N when delivered.
• 0:33:00 When to set Sales Order isDropShip = Yes - can be good and bad.
  • work around: modify m_inout_candidate_v to remove dependency of isDropShip flag
• 0:37:30 Demonstrate Scenario #2 with non-stocked product - a product that is never stocked - only drop shipped.
  • 0:40:15 Create non-stocked (Product Type = Service vs item)
  • 0:41:15 Create new Sales Order (this time flag SO as Drop Ship = "Yes")
  • 0:42:45 Create and Complete Material Receipt for non-stocked good
  • 0:43:30 Review Material Receipt postings for non-stocked good - debits Product Expense instead of Product Asset
  • 0:44:00 Tangent - accounting relationship between MR and Vendor Invoice when receiving Service (non-stocked) goods - Matched Invoice unwinds the second Product Expense posting.
  • Note: Drop Ship MR and Shipment execute almost simultaneously.
  • 0:46:45 Create Customer Invoice
• 0:47:30 Discuss relationship between SO's QtyReserved in HQ Warehouse and PO's QtyOrdered (as viewed by Storage Detail)