RE: S:no subject; Bill and hold

Thanks, I'll study these ideas and see what happens.  
Thanks again


>1.   Yes..  bill goods.. and release inventory to ship at another
>time.

Take a look at the ORDER TYPES.
You can have orders that update receivables sales inventory ... take 
your 
pick of combinations.  We use several kinds of customer orders:
* We ship to customer and book all accounting same day.
* The customer is another of our facilities, so we want to transfer 
the 
inventory but avoid having receivables and payables on ourselves.
* The customer has a quality problem ... they may return the parts 
for 
repair at our cost, so the RMA and re-ship are NOT mirror images.
* The customer has had a revision change and they want us to modify 
some 
prior shipments to the new revision.

In your case you might consider creating a pair of orders.
Then in notes to be printed on the corresponding invoices and/or 
shipping 
paperwork
(a) here are the $ charges ... the inventory shipment will go out on 
order 
# such & such at no charge
(b) this is a no charge confirmation that the inventory just went 
out ... 
the original $ billing was on order _____

You might consider populating the Purchase Order # field of one of 
the 
orders with the order # of the other.


>2.   Basically  a version of  send an order.. then send a release to
>ship.
>The business model in the old "mainframe" system actually has a 
>separate order for the original and another order for the release 
and 
>it keeps it in sync.

Create a warehouse holding area which is in the name of the customer 
for 
whom you are holding shipments.  The inventory there is packed ready 
to 
ship, with the shipping paperwork and copy of invoice attached, if 
that is 
your business model, and clearly labeled with customer part 
identification 
so it can be read off of the shelves from a distance ... we use an 
approach 
similar to this for customers who pay us to have minimum balance 
safety 
stock in our shipping warehouse.  They phone us and ask for XXX to 
be 
shipped the same day.  We remove from the shelf, adjust customer 
order to 
have a line to have XXX due out that same day, pick it ship it 
invoice it, 
and that nite the MRP regen sees we need to issue a shop order to 
replenish 
XXX in the customer warehouse.