Consignment items#

The standard reordering policy Order is typically based on consignment transactions. For this reason, the configuration templates have been extended to include a field for specifying how consignment items will be stored.

Setup#

Item#

To specify the storage method for a consignment item:

1. Open an item card.
2. On the Warehouse FastTab, fill in the field described in the following table.

medtec365 Setup#

Bins#

You must also set up a bin for consignment items at each location they’re assigned to. This bin is specified for the warehouse in the same way as a standard bin, except for the field described in the following table.

Workflow#

Create a consignment item#

If you’re using a template to create a consignment item or applying the template to an existing product, stockkeeping units are created in one of the ways described in the following sections. What all of these have in common is that on each SKU card created through this process, the Reordering Policy field will be set to Order.

Local procurement#

Stockkeeping units with the Purchase replenishment system will be created for all sites included in the Other Consignment Locations Fltr. (see medtec365 Setup).

Centralized procurement#

Stockkeeping units with the Transfer replenishment system will be created for all sites included in the Other Consignment Locations Fltr. (see medtec365 Setup).

Only for the warehouse selected in the Main Consignment Location Code field (also found in medtec365 Setup) will the system create an SKU card with replenishment system Purchase.

Procure an item#

When you enter a consignment item on a sales order, a purchase order or a transfer that includes a purchase order are then suggested automatically on the associated worksheet depending on the location and stockkeeping units involved.

The purchase order is linked to the sales order by reserving items on the sales lines. As a consignment item typically has no inventory available, you’re notified about the consignment when you enter this kind of item.

If non-reserved inventory exists, however, you see a message that you might need to reserve the item manually.

Confirm an order#

You can run the Create Purch. Order Cnfrmn. function from the Lines FastTab ribbon on a purchase order to enter a number and a date for a confirmation document. The number is then copied to the Current Cnfrmn. No. fields on the selected lines.

For a better overview, the field was also added to sales lines. Clicking the field there opens a page that shows the confirmation note. On this page, you can:

• Run the Show action to see the purchase order.
• View the type and number of the order.
• Identify the sales order by the Sales Order No. and Sales Line No. fields that have been added to the confirmation lines.

As for bullet point 2 and 3, the fields are automatically filled in when a confirmation line is created provided the relevant item was reserved on the sales document (or indirectly via a transfer).

Another field that was added to order confirmation lines is the Source field. It is filled in with the Manual option when you create a confirmation note manually.

A source entry with the Whse. Receipt option selected is also created on receipt of a delivery. The entry links a purchase line to the sales line that the purchase order was set up for (provided an item reservation exists) and will remain even after the item is no longer reserved.

Change a quantity#

Typically, you cannot change the quantities on purchase and sales orders that you reserved items from.

However, for consignment items, you can adjust the quantities at any time (that is, prior to receipt) both on purchase and sales orders, with the changes copied to all relevant reservation entries and document lines.

What you still cannot do is change a quantity mid-transaction (=during transfer) or after you’ve shipped or received part of the delivery.

Specify a default bin#

As the default bin for consignment items, the CONS bin is automatically suggested on receipt of a delivery if it hasn’t already been specified by a user or through a two-step logistics process using warehouse bins.

Change an item or a variant on receipt#

On the Warehouse Receipt page, you can run the Change Consignment action on the Lines FastTab to change an item number or a variant, or both.

Clear backlog#

On the Warehouse Receipt page, you can also use the Clear Backlog action to create warehouse shipments after a receipt has been posted.

Before the function can be run, you must turn on the Can Clear Backlog toggle for the relevant user in User Setup. A default purchase order type for clearing backlog needs to have been set up as well.

Print a label (incl. reservation data)#

To print a label for an item on receipt and create a corresponding ledger entry:

1. Open an item card.
2. On the ribbon, choose Related > Item > Label Information.
3. Fill in the fields as necessary.

A label is then printed when you post a warehouse receipt that includes the specified item. If the item was reserved from a sales order, the system also prints the number and name of the customer and the number of the sales order on the label.

Create a purchase return#

You see a corresponding message when you enter a consignment item on the Sales Return Orders page manually. You can then create a purchase return order from that page by using the Create Return Document function on the ribbon.

Afterward, the reservations made for consignment items from purchase lines will be copied to the relevant sales lines.