This video and tutorial break down the Direct Ship function in Prophet 21 and give you a few quick tips for Sales Order Entry.
Example:
I have an order with a line quantity of 100 on backorder. The item is currently marked as a B Disposition (meaning the item is backordered).
If I didn’t have any quantity allocated, I could simply change the item disposition to D. But right now, if I change this to D, the system will attempt to do a direct ship for my back ordered quantity.
How to use the Direct Ship Function:
- Open the extended info.
- Unallocate the full quantity to direct ship all 100 items for this order.
- Now simply change the disposition to D, and make it a direct ship item.
- Once you change the disposition, the system immediately activates the Supplier ID. This allows you to switch suppliers if applicable. (For example, if the primary supplier differs from the one currently listed.)
Purchase Order Cost:
In addition, the Purchase Order Cost field is also located in this window (if you have access to the costs). If you do not enter anything here, Prophet 21 will use the default pricing for your purchasing (i.e. location or supplier costs or however it is generally calculated).
You would use this to override the default pricing if you had to pay a special price to do a direct ship.
How to Direct Launch an Order from Sales Orders:
At this point, you could simply save this order with D Disposition. Someone else is now able to run a PORG and it would find those items.
Related: How to use PORG.
However, if you wanted to do it yourself and launch the order directly from the Sales Orders, you must have a buyer assigned to your User ID and have the permissions turned on in User Settings.
If you do not have permissions turned on and attempt to check the ‘Create RFQ/PO‘ box, you will get an error code. The system will remind you to attach a valid buyer ID to the user account.
An Alternative Way to Direct Ship on an Order:
If you know that you need to direct ship when you begin an order, start by right-clicking in the header before you enter any items. (You can technically do it after, but I find it to be easier if I start before the items.)
- From the popup window, click on Order Disposition. Select Direct Ship from the four or five options presented.
- Regardless of what you enter in the order, the system will no longer attempt to allocate it. It will enter the item as a D Disposition by default.
- As in the initial process, you can go to the extended info tab and change your supplier if necessary.
Continue Learning: Linking Backorders is a useful tool if you need to circumvent the auto-allocation feature in Prophet 21.
If you have questions or want to see other video tutorials on additional topics, comment below.
