Hello, does anyone work with drop shipments? Is there a specific permission needed that allows me to interact with the create po field? currently it is grayed out for me on the sales order line level
r
RJMNS
07/22/2024, 5:35 PM
Likely not a permission issue necessarily. Do you have "Drop ship" checked on the item for that line and a default vendor set? That Create PO field will be grayed out at least until both of those things are true I think.
u
User2351
07/22/2024, 6:08 PM
I have a vendor associated with the item
User2351
07/22/2024, 6:09 PM
drop ship checked will that be on the line level on the SO?
User2351
07/22/2024, 6:09 PM
or item level?
r
RJMNS
07/22/2024, 8:30 PM
that's on the item record
RJMNS
07/22/2024, 8:31 PM
With that checked, the item will default to drop ship on the transaction, but you can shut it off an treat it as a regular item if needed.
u
User2351
07/23/2024, 2:58 PM
Thanks for the info. One quick question, If i select it as a dropship item, can i still select the same item for regular orders without being a dropship? or do i have to shut it off everytime
r
RJMNS
07/23/2024, 4:06 PM
I believe you'd have to shut it off every time. Not a huge deal if you have some automation creating these, but if you're mostly hand-keying, yeah that's going to be a pain. I'm not sure of a way around that.