Setting up Consignment Stock—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Customer

Purpose: The purpose of this exercise is to show you how to create a customer to be used in the main exercise.

Windows:
Customer

  1. Open the Customer window, and query for customer 1000.
  2. Right-click and then click Copy Customer to create your new customer, XX1000. XX represents your initials.
  3. Click the Address tab and then the Order Address Info tab.
  4. In the Ship Via field, enter a ship-via code.
  5. Right-click and then click Supply Chain Matrix for Customer.
  6. In the From Supply Site tab, add a line that is valid for your site. Use * (asterisk) as the ship-via value, and one day as the external transport lead time.

General exercise for Customer
General exercise for Setting Up Site-to-Customer Supply Chain Parameters for Trade

Purchase/Inventory/Sales Part

Purpose: The purpose of this exercise is to create part data entries necessary when using the consignment stock functionality.

Windows:
New Part Assistant

  1. Create XX-58-401 as a purchased, inventory, and sales part by using the New Part Assistant. Use supplier 5000.

General exercise for Stored Sales Part
General exercise for Purchased Inventory Part

Inventory Locations

Purpose: The purpose of this exercise is to set up the basic data required for using the consignment stock functionality.

Windows:
Inventory Locations

  1. Open the Inventory Locations window and create inventory locations of the following types: Arrival, Quality Assurance, and Picking.

General exercise for Inventory Locations

Main Exercise

Purpose: The purpose of this exercise is to show you how to set up consignment stock at customers warehouse.

Windows:
Customer Consignment Stock

You and one of your main customers have agreed that you should place consignment stock at their warehouse.

Setting up Consignment Stock

  1. Open the Customer Consignment Stock window.
  2. Open a new line, and enter the following:
Field name Value
Site (Your site)
Sales Part No XX-58-401
Customer No XX1000
Delivery Address (Delivery address for customer XX1000)
Order Point 2
Order Quantity 5

You have now set up parameters that will keep the consignment stock for this part at this customer delivery address filled to the specified levels.