Hello, everyone. This is John Grande coming to you again from DimeSoft Business Solutions. As always, I am thrilled to be talking to you about Acumatica ERP.
Today we are going to show you how to prepay for a drop-ship order inside of Acumatica. Let's go ahead and jump inside the cloud and take a look.
Here we are inside of Acumatica. As you'll see, we're in the finance suite inside of the accounts payable module. We're going to go to bills and adjustments. Now if you remember last week's video, we created a drop-ship purchase order based on a sales order for an item that we did not have in stock. What we're going to do now is create the pre-payment for that drop-ship order.
While we're in bills and adjustments we're going to change the type from bill to pre-payment. We'll choose our vendor. We'll select our line item, which is that designer lamp at a quantity of 10. We'll put X in the project column because that's a required field. I am going to take this off of hold and save it.
What I want to do now is I want to attach a PDF file of the purchase order that we sent to our vendor to this pre-payment. I'll do that by going to files. Find the file on my hard drive. There it is, purchase order. I'm going to upload it.
Now that it's here, let's open it and just take a look. It opens in a separate tab. Here was the purchase order for the 10 designer lamps. Here was my vendor. Here was the shipping information. Let's close that. We'll close this as well. We know that it's attached because there is a one here next to the files. Now all I have to do is release.
My next step is to go into the actions drop down and choose pay bill, apply adjustment. You'll see that brings me to checks and payments. This warning is letting me know that this will not remove from hold until the check is printed. Here's all the information down here. I'm going to go into the actions drop down and choose print check. This brings me to the process payments print checks process. You'll see our check is down here. In reality, you'll probably have a longer list of checks, but for this exercise we only have one. We want to make sure it's checked. I'm going to choose process.
In a separate tab, here's my check. Of course this check would be designed according to you and your bank's specifications. Let's close this. Now you'll see we're in the release payments process. Our check is here. Let's make sure that there's a check in the check box. I'll choose process. The process is now complete.
I'd like to thank you for taking the time to view this video. Next week we'll conclude the three-part series by showing you how to invoice your customer upon receipt of the drop-ship order. We'll also show you how it hits the general ledger. If you should have any questions regarding what you've just seen, or any questions about Acumatica, feel free to give me a call at 951-928-1990, extension 212. Or you could always email me. My email address is firstname.lastname@example.org. Thank you very much for taking the time to view this video. I'll be looking forward to producing our next one.