The Direct Ship transaction in Point of Sale is provided for purchases from a vendor/manufacturer that are arranged by your company on the behalf of a customer. In these cases, goods are shipped directly to the customer, not your company; however, the billing of the customer and payments to the vendor is handled by your company. Direct Ship processing results in two documents: one purchase order (PO), one direct ship customer order.

The purchase order document is similar to a standard PO except that it is never received (this is prevented) and is handled a bit differently in Payables. The Point of Sale document is the Direct Ship order which is formatted similar to a customer order.

Document Search Options

In Documents, you won't see a "PS Direct Ship" type listed. Direct Ship orders are listed along with customer orders in the drop down; however, the "type" shown in the grid column is different. On Direct Ship orders, the type is "PSDirectOrder" rather than "PSCustomerOrder." To view all direct orders together, you can use the "Sort By" option (alternate menu) on the grid control (do this twice to sort in reverse alphabetical order so that the "direct" orders appear at the top). We strongly suggest using a date range to prevent too many records from being included.

All the search options available with customer orders are also provided for use with Direct Ship orders.

Direct Ship Order Document Styles

There are only two (2) styles available with Direct Ship customer orders: order and file. These are identical to the customer order formats; however, the document will say "Direct Order" instead of just the word "Order."