The latest version of Microsoft Dynamics 365 Business Central also includes optimizations to the processes related to drop shipments.
New drop shipment features in Business Central simplify the creation of purchase orders, make it easier to cancel drop shipments and increase flexibility in invoice posting. This reduces manual steps, minimizes sources of error, and makes the entire process more efficient. The following new features help make the drop shipment process faster, more transparent, and more user-friendly.
Creating purchase orders for drop shipments
Creating purchase orders for drop shipment has been simplified in the latest version of Business Central. Purchase orders can now be created directly from the sales order using the new “Create Purchase Orders” button. The vendor is automatically retrieved from the item master or inventory data. This feature simplifies the drop shipment process by reducing manual steps.
The feature for creating a purchase order as a drop shipment is now also included in the planning worksheet. Previously, this feature was only available in the ordering worksheet.
Canceling posted deliveries for drop shipments
With the most recent spring release (BC28), it is now easier to cancel a posted delivery for a drop shipment in Business Central. This optimization reduces errors. In addition, the new feature improves accuracy in high-volume environments where manual return orders are not practical.
To cancel a posted delivery for a drop shipment, open the Posted Sales Shipment page and select the “Undo Shipment” action in the corresponding row. This simultaneously cancels the posted purchase delivery. Business Central creates adjustment entries and matches the purchase and sales entries to their respective cancellation entries.
Posted deliveries for drop shipment can be canceled if neither the sales delivery nor the associated goods receipt has been invoiced yet.
More flexibility in posting invoices for drop shipments
It is now also possible to post the purchase invoice first for drop shipments before posting the sales invoice. Previously, for drop shipments, the sales invoice always had to be posted first before the purchase invoice could be posted.
