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Drop Ship PO Workflow - Email PO after SO is billed

edited Nov 25, 2019 10:48AM in Accounting / ERP 15 comments

We do not want to send our suppliers a drop ship PO until the sales order has been billed.  Does anyone else do this?

We authorize the card then capture the funds before we print the integrated shipping label or right before we drop ship an item.

Sometimes different employees (our buyers) create the drop ship PO than who actually bill the customer.  Does the following sound do able:

I create a custom field of PO Status that defaults to Pending Email when the PO is created.  Then, with scripting, once the SO is billed, check to see if there are any associated POs set to Pending email and then email the PO and set the PO Status to Emailed.

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