Create Drop Shipment for Service Item
This chapter describes how to create a drop shipment for items in the service item worksheet.
To create a drop shipment for items in the service item worksheet, do the following:
- Open the search function from the role center (ALT+Q).
- Search for Service Orders and click on the appropriate search result.
- The Service Orders list is displayed.
- Open the order card for the service order.
- Under the Lines tab, open the Service Item Worksheet (Service Worksheet) for the service item.
- To order an item for the service order via the order worksheet, select the purchase code for a direct delivery under the Purchase Code column in the Lines tab in the Service Item Worksheet (Service Worksheet). If the Purchase Code column is not displayed under the Lines tab, you can show the column as described in the Show Purchase Code Column chapter.
Figure: Purchasing Code for Item Lines on Service Worksheet - Select the lines for which you want to create a direct delivery.
- Click the Order > Drop Shipment > Create Req. Worksheet option in the menu.
- The Get Service Orders window is displayed.
Figure: Get Service Orders - To transfer the service lines to the Requisition Worksheets page, click OK.
- The Requisition Worksheets page is displayed.
Figure: Transferred Item Lines in Requisition Worksheets - To create a purchase order, click Home > Carry Out Action Message….
- The Carry Out Action Msg. - Req. is displayed.
Figure: Carry Out Action Msg. - Req. - Click OK.
- The purchase orders are created.
The purchase orders are linked to the item lines in the service order. You can navigate directly to the purchase order using the Purchase Order option in the Service Item Worksheet (Service Worksheet).
