Using Consignment Stock at Customer's Warehouse—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

Order Type

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

Windows:
Sales Basic Data

  1. Create a priority order type, XXC, where all check boxes are cleared.

General exercise for creating Order Type

Required Data

Receive Parts

Purpose: The purpose of this exercise is to receive parts to be used in the exercises below.

  1. Open the Receive Inventory Part window, and receive a sufficient quantity of the part into a picking location.

General exercise for Receive Parts

Setting up Consignment Stock

  1. Open the Customer Consignment Stock window.
  2. Open a new line, and enter the following:
Column Heading Column 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

General exercise for Setting up Consignment Stock

Main Exercises

Purpose: The purpose of these exercises is to show you how to use the consignment stock flow, when the consignment stock is placed at a customer's warehouse.

Windows:
Customer Consignment Stock
Customer Order
Customer Invoice
Customer Consignment Stock Consumption
Create Customer Invoices
Customer Invoice

You have just set up basic data needed to use the consignment stock at a customer's warehouse. Now it is time to deliver the initial stock, and subsequently refill the consignment stock, and report and invoice the consumed parts.

Using Consignment Stock at Customer's Warehouse

  1. Your customer wants to start with a stock of 10 of the consignment part.
  2. Create a customer order for customer 1000, using order type XXC. To do this, open the Customer Consignment Stock window, then right-click and click Create Refill Order.
  3. Open the Customer Order window, and release the customer order. Execute the background job.
  4. Open the Customer Order/Order History tab. What statuses have the order passed?
  5. Search for the order in the Customer Invoice window. Did you find an invoice?
  6. Our customer informs us that they have sold 9 parts.
  7. Open the Customer Consignment Stock Consumption window and search for the part.
  8. Enter the consumed quantity in the appropriate column, and save the record.
  9. Enter an order type and accept the creation of a refill order.
  10. Deliver the refill order.

Invoicing of Consignment Stock Parts

  1. Open the Create Customer Invoices window, and search for both orders. Do you find them both?
  2. Create an invoice by using the right mouse button option.
  3. Check the created invoice. How many pieces are invoiced?
  4. Your customer reports the consumption of another 3 pieces.
  5. Report the consumption.
  6. Open the Create Customer Invoices window. Search for both customer orders. Do you find them both?
  7. Select both orders, and create the invoices. Review the invoiced quantities.