SyteLine Drop Shipment Configuration and Setup Guide
Drop shipment in Infor SyteLine allows organizations to fulfill customer orders directly from vendor inventory without handling the material through their own warehouse. The drop ship process links a customer order line in SLCoItems to a purchase order line in SLPoItems, creating a seamless vendor-to-customer fulfillment chain. Proper configuration eliminates inventory carrying costs and reduces order lead times for items sourced from specialized suppliers.
Drop Ship Order Processing Setup
Drop ship functionality is initiated on the Customer Orders form (menu path: Sales > Customer Orders > Customer Orders) by setting the order line type to Drop Ship. This creates a linked PO requirement in the SLPoItems IDO with the ship-to address defaulting to the customer's delivery location. Configure the drop ship parameters to automate PO generation and vendor notification.
- Set the order line Source field to Drop Ship on the CO Lines form to flag the line for direct vendor-to-customer shipment
- Configure automatic PO generation from drop ship CO lines using the Generate Drop Ship POs utility (menu path: Purchasing > Utilities)
- Set up the ship-to address override on the generated PO to use the customer's delivery address from the SLCoShipTo table
- Enable vendor notification workflows to alert suppliers of drop ship requirements with customer-specific packing and labeling instructions
- Configure drop ship item defaults on the Items form Purchasing tab for frequently drop-shipped products to streamline order entry
Drop Ship Receiving and Invoice Matching
Unlike standard receiving, drop ship receipts in SyteLine are processed as paperwork transactions since physical material never enters your warehouse. The Drop Ship Receiving form creates receipt records against the PO while simultaneously updating the CO line shipment status. Configure the invoice matching process to handle three-way match (PO, receipt, vendor invoice) without physical receipt verification.
- Process drop ship receipts on the PO Receiving form using the Drop Ship receipt type which bypasses physical inventory transactions
- Configure automatic CO line status update to Shipped when the drop ship PO receipt is processed in the SLPoReceivingLog
- Set up invoice vouchering for drop ship POs on the AP Voucher form with two-way match (PO and invoice) since no physical receipt exists
- Enable customer billing triggers from drop ship receipt processing to auto-generate customer invoices via the AR Invoice form
Drop Ship Tracking and Exception Management
Visibility into drop ship orders requires coordinating tracking information between vendor shipments and customer expectations. Configure SyteLine to capture vendor tracking numbers on the drop ship receipt and propagate them to the customer order for delivery tracking and proactive exception management.
- Capture vendor tracking numbers during drop ship receipt processing using UDFs or the Shipment Tracking form linked to the CO shipment
- Configure customer notification workflows to send shipping confirmation emails with tracking details when drop ship receipts are processed
- Set up exception alerts for drop ship POs where vendor delivery dates exceed the customer order promise date by a configurable threshold
- Enable drop ship performance reporting to track vendor compliance with direct-ship delivery commitments and customer satisfaction metrics
Expand your fulfillment capabilities with SyteLine drop ship automation—talk to our order management specialists.
Related Resources
SyteLine Purchase Order Automation Guide
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