Drop Ship Lightning Experience

This feature enables you to transition your Drop Ship Fulfillment Process from the current Classic implementation into a streamlined version that takes advantage of new features in Lightning.

The Drop Ship Lightning Experience feature introduces the following changes:

Page	Changes
AP Line View Page	Replaces the AP Line View Visualforce page with a new Lightning Record Page. This new page includes a Lightning Action component with the following actions: Add AP Voucher Lines from the Purchase Order Add Accounting Lines to the AP Voucher Note: These actions can be used in both the Drop Ship and the Inventory processes. For more information, see Creating AP Voucher Lines.
AP Voucher Line Record Page	Adds a new Lightning button: Serial Numbers This button enables you to associate serial numbers to a Drop Ship AP Voucher Line. For more information, see Creating AP Voucher Lines.
Sales Order Lightning Record Page	Adds a new Lightning Actions component with the following actions: Create and Edit Purchase Orders Review Invoice Note: These actions can be used in both the Drop Ship and the Inventory processes. The Create and Edit Purchase Orders action creates drop ship and internal purchase orders at the same time. For more information, see Creating a Purchase Order.

Page

Changes

AP Line View Page

Replaces the AP Line View Visualforce page with a new Lightning Record Page. This new page includes a Lightning Action component with the following actions:

Add AP Voucher Lines from the Purchase Order
Add Accounting Lines to the AP Voucher

Note: These actions can be used in both the Drop Ship and the Inventory processes.

For more information, see Creating AP Voucher Lines.

AP Voucher Line Record Page

Adds a new Lightning button:

Serial Numbers

This button enables you to associate serial numbers to a Drop Ship AP Voucher Line. For more information, see Creating AP Voucher Lines.

Sales Order Lightning Record Page

Adds a new Lightning Actions component with the following actions:

Create and Edit Purchase Orders
Review Invoice

Note: These actions can be used in both the Drop Ship and the Inventory processes. The Create and Edit Purchase Orders action creates drop ship and internal purchase orders at the same time.

For more information, see Creating a Purchase Order.

To enable this feature, work through the steps in the order shown.

For each automatic step, click Perform. When the step has completed, the Status changes from "Not Done" to "Done".
For each manual step, follow the instructions on screen and then click Mark As Done when the step is complete. More information about performing the manual steps is provided below.

When you have completed all the steps, use the Status slider in the Feature section to enable the feature.

Manually Adding AP Voucher Lines as a Related List on AP Voucher

You must manually add the AP Voucher Lines related list to your page layouts for the AP Voucher object.

You can do this as follows:

From Setup, click Object Manager | AP Voucher | Page Layouts.
Click the page layout you want to add the related list to.
Click Related Lists in the palette.
Drag the AP Voucher Lines related list to the Related Lists section.
Save your changes.

Manually Adding and Removing Fields in Field Sets

This section describes the fields that you must manually add or remove from certain field sets in order to use the Drop Ship Lightning Experience feature. This required for the feature to work as expected, but you can add or remove any other fields from the field sets according to your users' needs.

For information on how to add or remove fields from a field set, search for "Creating and Editing Field Sets" in the Salesforce Help.

Fields to be added

Warning: We do not recommend adding more than 20 fields to a field set, as this might cause performance degradation and other issues.

To use the Drop Ship Lightning Experience feature you must manually add the fields indicated in the tables below to their corresponding field sets.

Key: * – Mandatory field; R – Read-only in all contexts.

Object	Field Set		Fields
Purchase Order Line Item	AP Voucher Selection	*	Quantity Vouchered
		*	Unit Cost
		*	Pending Voucher
Sales Order Line Item	Create PO from Sales Order Lines	*	Supplier Site
		R	Line Type
		R	Item Master > Item Number Note: Add the Item Number field from the Item Master related object.
		R	Purchase Order Line Item > System PO Line Number Note: Add the System PO Line Number field from the Purchase Order Line Item related object.
	Lines To Invoice		Quantity to Bill
	Lines To Invoice	R	Item Master > Item Number Note: Add the Item Number field from the Item Master related object.

Note: For a better user experience, we recommend that you replace the fields related to IDs with their corresponding name fields. For example, replace the Item Master field with the Item Master > Item Number field.

Fields to be removed

The Drop Ship Lightning Experience feature requires that you manually remove the fields indicated below from their corresponding field sets:

Key: * – Mandatory field.

Object	Field Set		Fields
Purchase Order Line Item	AP Voucher Selection		Item Being Procured
Sales Order Line Item	Create PO from Sales Order Lines		Item Master
	Create PO from Sales Order Lines		Purchase Order Line Item
	Lines To Invoice	*	Item Master

Manually Removing Buttons from Page Layouts

The Drop Ship Lightning Experience feature requires that you manually remove the following buttons from your Sales Order page layouts:

Create and Edit PO
Review Invoice

To remove these buttons from your Sales Order layouts:

From Setup, click Object Manager | Sales Order | Page Layouts.
Click the required layout for the Sales Order object.
Go to the Salesforce Mobile and Lightning Experience Actions section.
Select the button you want to remove and drag it back to the layout's palette.
Click Save.

Custom Permissions

Ensure your users have the following custom permissions in order to have access to the actions provided by the custom components:

SCM Lightning Component	Permissions for Lightning Component	Component Actions	Permissions for Component Actions
salesOrderActionPanel	Users must have either the Initiate Acquisitions custom permission or the Manage Invoices custom permission assigned to their profiles. Note: The Initiate Acquisition custom permission is included in the SCM - Initiate Acquisition permission set. The Manage Invoices custom permission is included in the SCM - Manage Invoices permission set.	Create and Edit Purchase Orders	Initiate Acquisitions custom permission
salesOrderActionPanel		Review Invoice	Manage Invoices custom permission
apVoucherActionPanel	Manage AP Vouchers custom permission Note: The Manage AP Vouchers custom permission is included in the SCM - Manage AP Vouchers permission set.	Add Lines from Purchase Order Lines	Manage AP Vouchers custom permission
apVoucherActionPanel		Add Accounting Line	Manage AP Vouchers custom permission

Using Custom Lightning Record Pages

If you use custom Lightning Record Pages and do not want to activate the provided FinancialForce record pages via the Feature Console feature, you can add the SCM custom Lightning components listed below to your custom pages in order to implement the Drop Ship Lightning Experience functionality.

Lightning Record Page	SCM Lightning Component	Actions
Sales Order	salesOrderActionPanel	Create and Edit Purchase Orders
Sales Order	salesOrderActionPanel	Review Invoice
AP Voucher	apVoucherActionPanel	Add Lines from Purchase Order Lines
AP Voucher	apVoucherActionPanel	Add Accounting Line

Additionally, ensure you add the Serial Numbers button to the AP Voucher Line Lightning Record Page to enable adding serial numbers to an AP voucher line for drop ship items.