Customer Consigned Inventory 12.0

Transcription

1 Customer Consigned Inventory 12.0

2 2 Terminology Consignment definition Placing material in the hand of another, but retaining ownership until the goods are sold CRO = Consignment Replenishment Order Order entered to restock inventory levels at the customer location CUO = Consignment Usage Order Order to record customers actual usage

3 3 System Setting Order Processing / Pricing Allow Consigned Inventory Contract Update Actual Usage Consignment Location Distributor Location (Source Location on the contract line, if blank then the source location on the contract header)

4 4 Consignment Location ID Location Maintenance Consignment tab Indicates location is for customer consignment Create a Location and assign a Customer/Ship to Ship To Maintenance Then the system ID updates Ship To records to OE Options tab by entering this Location as the customer s consignment location

5 5 Job / Contracts Job/Contract Pricing Maintenance Job/Contract Maintenance Consignment Contract checkbox

6 6 Job / Contracts Customer/Ship To Enter Customer ID/Ship To ID combinations Multiple Consignment Ship Tos can be entered(standard functionality) Customer/Ship Info Displays the Consignment Location ID associated with Ship To

7 7 Job / Contracts Consignment Info tab Replenish As Requested, As Used, Contract Level, how the inventory is replenished at the consigned location Billing Usage (Cycle) Default Approved CRO s, CUO s

8 8 Job / Contracts Combine Multiple CROs on Transfer Automatically Receive Transfers Tags: Detail: only able to report usage on whole tags, Partial user will be able to break tags Cost Codes

9 9 Cost Codes When enabled each order line that is created will be required to have the free form cost code populated.

10 10 Job / Contracts Line Ship To Consignment Control Tab Minimum Qty is the trigger point for CRO Maximum Qty is the CRO quantity to maximize consigned stock Reorder Qty: Multiples of reorder qty to replenish consigned stock Source Location is the source for Transfer created for CROs

11 11 Job / Contracts Line Ship To Consignment Control Source Location Required Determines source on CRO order if Transfer Default Disposition S Special purchase - T Transfer from distributor source location

12 12 Consignment Issues Tab Maintains a record of all replenishments of the consignment location

13 13 Fast Edit Contracts Quickly/Easily make changes to contracts Regular and consignment contracts Header and line item level changes Same validations

14 14 Consignment Replenishment Order (CRO) Order Processing / Transaction / Consignment Replenishment Orders

15 15 Consignment Replenishment Order Contract lines Sales location = user s default sales location If T then: Sourced from the source location on the contract and ship to the consigned location If S then the purchase location is the consigned location Disposition defaults from contract Pricing is informational only BE SURE THE ITEM IS DEFINED IN THE CONSIGNMENT LOCATION!!!

16 16 Consignment Replenishment Order Create transfers Transfer wizard from CRO entry Transfer Requirements/Generation Print Transfer Transfer Shipping Moves material to consignment location Automatically receive transfers Physical and G/L inventory update under consigned location

17 17 Consignment Replenishment Order Create PO PO wizard from CRO entry PO Requirements / Generation Specials Generated against distributor source location Print PO PO Receiving Approving PO Receipt updates Qty on Hand at consignment location

18 18 Flow of CRO s Enter in CRO Entry CRO Approved Create & print Transfer Create & print Special PO Confirm Transfer shipment Supplier ships to consignment location Receive Transfer Receive PO Consignment location Qty. on-hand increases

19 19 CRO Tips & Tricks RMB to Display Contract Items Lists contract items Quick entry by entering in quantity for line items

20 20 CRO Tips & Tricks Associated transactions created when approved CRO is saved If transfer, the transfer via the wizard or transfer requirement is generated If not enough stock at source location, then PORG requirement created If PO, the PO via the wizard or PO requirement is generated No pick tickets, packing lists or invoices are printed No billing performed

21 21 Consignment Usage Order (CUO) Order Entry / Consignment Usage Entering consigned contract updates to usage Only consigned source locations Bypasses credit limit and credit status Entering the Contract # makes the Consignment Tab available and sets the source location to the consigned location

22 22 Consignment Usage Order Line items are entered in terms of usage Full allocation only Source and ship locations equal consignment location

23 23 Flow of CUO Transactional Flow CUO entered in Order Entry CUO Approved Customer invoice generated Print Customer invoice

24 24 System Generated CROs Consignment Replenishment Order Generation When CUO is saved as approved Based on contract Replenish As Used creates CRO for usage quantity reported As Requested Contract Level creates CRO for quantity determined by Min, Max, Reorder values on contract

25 25 System Generated CROs Contract / Ship To Consignment Control helps to determine the CRA amounts Net Stock = Qty Available + Qty in Transit Qty allocated to CUOs

26 26 CRO and CUO Import Sales Order Import Imports CROs and CUOs Scheduled Import Setup Manager (SISM) file prefix indicates type of order TPCx reads the 850 Sales Order <Purpose Code> Manual import of files need to be saved with prefix CROs will import regardless of Contract Replenishment method CUO imports may create CROs upon import

27 27 Reports Consignment Usage Order (Y/N/Only) Open Orders Sales History Profit Exception Report Who Bought What Yes Consignment usage and non-consignment orders No Non-consignment orders only Only Consignment usage only

28 28 Consolidated Invoicing Accounts Receivable Customer / Consolidated Invoices System / Consignment Billing Cycle Job/Contract Maintenance Consignment Info set to Cycle AR > Transaction > Generate Consolidated Invoices

29 29 Alerts Order / Front Counter alert modification Consignment replenishment orders Consignment usage orders

30 30 Converting from Custom to Baseline Enable Job Pricing in the system settings if not already enabled Associate a ship to id with a consignment location Enable job pricing on the customer associated with the ship to/consignment location.

31 31 Script will do the following: Review all customer part numbers with a consignment option of yes or only Create consignment contracts for the customer part number under its associated customer id, and the customer's ship to id that is tied to the consignment location Review all customer part numbers item id's inventory supplier by location record, and determine the default disposition assigned to the consignment location, and use the replenishment location associated with it to define it as the source location if the disposition is T. It will then set these values on the ship to consignment control tab in contract maintenance.

32 32 Script cont d: Review pricing of customer assigned to the contract, and convert pricing if customer uses pricing pages. For example, if customer uses pricing pages, and pages are defined by supplier using primary supplier cost and a multiplier, then all items added to a contract that use that pricing page type will be set to price by Source, where source = primary supplier cost, and set the multiplier as set on the pricing page. If consignment items exist on a contract already, they will be ignored.

33 33 Suggested Action Plan Set up Order Processing / Pricing Enable consignment contracts Create and assign locations to ship tos Create consignment Job / Contracts Determine level of automation Determine CUO reporting method and cycle Current on hand vs usage Frequency of billing