Introduction to MS Dynamics NAV (Drop Shipment- Přímé dodávky)
Ing.J.Skorkovský,CSc.
MASARYK UNIVERSITY BRNO, Czech Republic
Faculty of economics and business administration
Department of corporate economy

NAV  Basic procedures
•Drop Shipment principles I
* Drop shipment
* Principles
* Setup
* Model example
* Others
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Drop Shipment principles I.
•Drop Shipment principles I.
* Specifies whether your vendor to ship the items on the line directly to your customer. * You use
a drop shipment when an item or group of items is shipped directly from your vendor to your
customer and is therefore not registered in inventory.
*
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 Wholesaler
Vendor
Customer
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1
2
3
4
4
6
1
Quote
2
Sales Order
3
Purchase Order
4
Delivery list and delivery itself
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Sales invoice
6
Purchase invoice

Drop Shipment principles –setup
•Drop Shipment setup
* First place a check mark in the field to indicate, that the item on the sales order is a drop
shipment and in the Purchase code field  you have to choose Drop Shipment code
* Then create a purchase order to order the corresponding items from your vendor. You can create
the order directly from the sales order or indirectly from the Requisition Worksheet. In this model
we will use direct method * When you set up the purchase order, use the function Drop Shipment, Get
Sales Order to link to the relevant sales order. The sales order lines will be copied to the
newly-created purchase order. We will not use Item tracking in this model and if yes - > see next
clause : * You cannot post a drop shipment order that has item tracking unless item tracking is
synchronized - serial numbers and lot numbers must be the same between the two orders (our model
uses synchronization) *

*
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Drop shipment-> method without using Requisition worksheet
•Drop Shipment
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Customer 10000
Sales order

Purchase order –Drop shipment (manual version)
•Drop Shipment
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It is necessary to input Customer number on tab Deliveries
First action
Second action (this will  access list od Sales Order and you have to make a choice to copy SO in
question)
See result on the next slide

Purchase order –Drop shipment (manual version)
•Drop Shipment
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Purchase order line after copy SO line
Purchase order have to be posted (only Receive !!!)
Sales order line after PO line was posted

Golden Drop shipment rule
•Golden Drop shipment rule
* You cannot invoice the purchase order before the sales order is invoiced. If you try, you will
get message
•
*
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Sales order Posting – Invoicing only
•Drop Shipment
•
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Sales invoice line after invoicing

Purchase order posting - Invoicing only
•Drop Shipmnet
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Item Ledger Entries
•Drop Shipment
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Drop shipment by use of Requisition worksheet
•Drop Shipment
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Sales line

Requisition Worksheet
•Drop Shipment
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Using option Get SO (Získej PO) you must enter code of the customer.
Before on item card, we have to enter  code of the prime vendor

Requisition Worksheet
•Drop Shipmnet
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Therefore you create Purchase Order and subsequent  operations are same
as in manual version (receiving PO, Invoicing SO and invoicing PO)

Created PO
•Drop Shipment
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Next example would be suitable after principle  of
 LOT NUMBERS
will be introduced !!!!!
•
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Sales Order line with Drop Shipment Setup – with use of lot number
•Sales order line with setup Drop Shipment
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See next slide

Purchase order
•Purchase order
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C:\Users\JSKORK~1\AppData\Local\Temp\SNAGHTML9749e19.PNG
First action- lookup for customer

Purchase Order – the list of available Sales Orders
•Purchase Order – the list of available Sales Orders
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Updated Purchase Lines (in NAV 2018 do not use approval action)
•Updated Purchase Lines
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If A3 item has setup for item tracking
you have to assign a Lot code

Assignment of the Lot number (code)
•Assignment of the Lot number (code)
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After ESC  we will get
this message

Posting Purchase Order (Receive only )
•Posting Purchase Order (Receive only )
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Purchase
     line
   Sales
     line

Golden Drop shipment rule
•Golden Drop shipment rule
* You cannot invoice the purchase order before the sales order is invoiced. If you try, you will
get the message
•
*
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Post Sales Order
•Post Sales Order
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Customer Ledger Entries (from Customer Card->Ctrl-F7)
•Customer Ledger Entries
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Post Purchase Order
•Post Purchase Order
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Item Ledger Entries
•Item Ledger Entries
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Navertica.png
Thanks for Your attention and  time


•Standard colour palette
Backgrounds Primary Text        Secondary Text      Expanded Palette
Accent Accent Gradients
Gradient Upper Levels
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•Sample chart
Sample chart
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Sample chart description
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