We are a manufacturing company with a heavy drop shipping business. While we have materials that come into our building that are purchased, received, and paid via the AP process, we are struggling with a streamlined process for drop ship POs. Currently, our purchasing department enters the PO and once the Accounting team receives the invoice, we enter the PO Receipt and creates the AP bill manually. We cannot auto-create the PO Receipt once the PO is printed/emailed to the vendor because we need the “proof” it has been sent to our customer. How are other Acumatica customers handling a similar process? Ideas?
We rely on tracking numbers from our vendor as the “proof” it has been sent - we ask all vendors to send us tracking or ship on our carrier accounts and then we audit open Drop-Ship POs to make sure PO’s are being received in a timely manner (some vendors require a lot of follow up!)
From there, the AP side is exactly the same as a Normal PO - bills are matched to receipts and paid on standard terms
The AR side is easier to automate - From the Process Shipments screen (SO503000) we run “Prepare Drop-Ship Invoice” nightly and release all invoices at end of day
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