A ti t P h t 21Activant Prophet 21

Managing Consigned Inventory

This class is designed forThis class is designed for…

Individuals who will be responsible for:pSetting up the consignment processProcessing consignment usage ordersProcessing consignment resupply orders

ObjectivesObjectives

Perform the set up necessary for consignment p y ginventory Enter consignment usage ordersEnter consignment replenishment ordersEnter an RMA for a consignment locationEnter an RMA for a consignment locationReview and approve consignment orders

This course will NOT coverThis course will NOT cover…

Entering a Sales OrdergSetting Up Job/Contract Pricing Purchase Order RequirementsPurchase Order RequirementsTransfer Requirements GenerationP i T fProcessing Transfers

BenefitsBenefits

Enables you to manage inventory that:y g yIs owned by distributorLocated at a customer’s site

Provide a value-added consignment service for your customersIncrease service level and decrease cost

TerminologyTerminology

CUO – Consignment Usage Orderg gOrder to record customer’s actual usage

CRO – Consignment Replenishment Orderg pOrder to restock inventory levels at the customer’s location

Consignment Location – designated for inventory at the customer’s location; but which you still own

Setup – System SettingsSetup System Settings

S t / S t S t / S t / S t S ttiSetup / System Setup / System / System Settings / Order Processing / Pricing

Setup - LocationSetup Location

Location Maintenance – Consignment tab:Consigned – √Consigned √Ship To ID

Setup – Ship ToSetup Ship To

Ship To Maintenance – OE Options tabp p

Setup – Transfer Days MaintenanceSetup Transfer Days Maintenance

Establish Transfer Days for Source and yConsignment (Destination) locations

Setup – Add Items to LocationSetup Add Items to Location

Establish Item Defaults for consignment locationgItems must be set up for consignment location.

Item MaintenanceAdd locationVerify:

Location DetailLocation DetailReplenishmentGL AccountsSupplier by LocationSupplier by Location

Item Location Copy

ReplenishmentReplenishment

Questions to answer:Who manages the replenishment?What gets replaced?When does replenishment occur?Where does material come from?

Setup – Consignment ContractSetup Consignment Contract

Multiple Ship Tos allowedp pEach Ship To must have different consignment locationConsignment Contract checkboxCustomer/Ship Info tabCustomer/Ship Info tabAdditional tabs:

Consignment InfoConsignment InfoShip To Consignment ControlConsignments Issuedg

Setup – Consignment ContractSetup Consignment Contract

Normal customer contract functionalityCheckbox to indicate Consignment Contract

Customer/Ship Info tabCustomer/Ship Info tab

Customer/Ship Info tabpConsignment Location ID

Consignment Info TabConsignment Info Tab

Consignment Info tabg

Consignment Info TabConsignment Info Tab

How will inventory be replenished?y pAs RequestedAs UsedContract Levels

Consolidated Invoicing settings:BillingConsignment Billing Cycle ID

Default Replenishment Orders ApprovedDefault Usage Orders Approved

Consignment Info TabConsignment Info Tab

Tag DetailgDetail/Partial TagDetail

Combine Multiple CROs on TransferPrice Replenishment TransferspAutomatically Receive TransfersCost CodesCost Codes

RequiredDescriptionDescription

Items TabItems Tab

Items TabItems TabPricing method - source, price, or noneIf pricing method is set to source, a source price mustIf pricing method is set to source, a source price must be selectedMultiplier against the source price if applicablePrice can be used when not using a source price

Items TabItems Tab

Items Tab continuedContract part number can be used in order entryContract part number can be used in order entryPO Number allows line item specific PO number entrySource Location ID indicates picking locationSource Location ID indicates picking locationMax Qty is upper limit amount for which contract is validEnter a Start Date for the line itemExp Date on line may override header Exp DateRebate Cost, Price Page Dates only for Vendor Contracts

Items TabItems Tab

Items Tab continuedItems Tab continuedCost Page Description, Price Page Description and PO Cost fields are for vendor contractsQty Ordered field tracks quantities ordered already

Start Date for Contract LinesStart Date for Contract Lines

Setup / System Setup / System / System Settings / Order Processing / PricingSettings / Order Processing / Pricing

Start Date for Contract Lines

Entering new contract lines

Start Date for Contract Lines

gIf enabled, then new lines entered on contracts will default to header start datef f / /If not enabled, dates default to 00/00/00

Updating existing contract linesPrompted to update the line item start dates

Ship To Consignment Control tabShip To Consignment Control tab

Shi T C i t C t l t bShip To Consignment Control tabMinimum QuantityMaximum QuantityMaximum QuantityReorder QuantitySrc Location IDSrc Location IDDefault Disp

Consignments Issued TabConsignments Issued Tab

R l i h t O dReplenishment OrdersCRO

R l i h t T tiReplenishment TransactionsPurchase Order or Transfer Order

Contract Export and ImportContract Export and Import

Export consignment contractsp gUpdate contracts within spreadsheet program and import them back into systemSetup / Imports/Exports / Exports / Order Processing / Job/Contract Pricing

Contract Export and ImportContract Export and Import

Contract Export and ImportContract Export and Import

Filetype-dayMonthyear_time

Contract Export and Import

Edit data on spreadsheet and import data back

Contract Export and Import

p pinto Prophet 21Existing contracts are updated and contracts with new contract numbers are addedCannot edit these fields: Contract Type, C t Add ID It ID d P i QtCorporate Address ID, Item ID and Prior Qty

CUOCUO

Two methods to enter:Order Entry windowEDI or Import

CUOCUO

Ship To ID – associated with the consignment locationlocationContract No – designates the order as a CUOA d d f lt f t tApproved – defaults from contract

CUOCUO

Consignment usage tab:Consignment usage orderConsignment usage orderSource Location ID

CUOCUO

Items tab:Item MUST be on the consignment contractQ tit d d CANNOT b t th titQuantity ordered CANNOT be greater than quantity availablePrice comes from the contractPrice comes from the contract

CUOCUO

Extended Info tabSource and Ship Location = Consignment Location

Cannot be modified

Qty AllocatedQty AllocatedCannot be modified

CUOCUO

Prices tabPrices tabSource of pricePrice can be modifiedPrice can be modified

CUOCUO

Cost Codes tabContract controls:

If code(s) requiredDescription of Cost CodeDescription of Cost Code

CUOCUO

Save the order - UnapprovedNo further transactions generated

Save the order – ApprovedInvoice createdOrder completeOrder complete Contract Replenishment - As Used or Contract Level

Consignment Replenishment Order generated

CUOCUO

Creating Replenishment OrderCreating Replenishment Order

CROCRO

SourcesGenerated from CUOEntered by userEDI or Import

Orders / Order Entry / Transaction / Consignment Replenishment Order

CROCRO

Similar to regular OE – fewer tabsgNo credit checking

CROCRO

Source Type/IDSource Type/IDCRO EntryImportImport

CROCRO

Identify:Consignment Ship ToContract

Approved – Default from Consignment ContractCreate TransferCreate RFQ/PO

CROCRO

Ship To tabUser security controls modificationsAddi hi tAdding new ship toSource Location

CROCRO

Items tabContract controls:

Items allowed on the CROPricesDisposition

CROCRO

RMB – Display Contract Items

CROCRO

Quick entryQuick entryEnter the quantity desired for each itemLeave 0 for no replenishmentUpdate the Order

CROCRO

Extended Info tab T dispositionExtended Info tab – T dispositionSource Location – from contractShip Location = Consignment LocationShip Location Consignment Location

CROCRO

Extended Info tab – S dispositionExtended Info tab S dispositionSource and Ship Location = Consignment LocationOverride Supplierpp

CROCRO

Changing the Disposition – T to S

CROCRO

Change the Source Location = Consignment LocationLocationDisposition changes to S

CROCRO

Changing the Disposition – S to Tg g pT is not available

CROCRO

Change the Source LocationDi iti h t TDisposition changes to T

CROCRO

Save the orderApprovedApprovedCreate TransferCreate RFQ/POCreate RFQ/PO

No pick tickets, packing lists, or invoices

CROCRO

Creates Transfers From OE WizardTransfer Days Maintenance must be establishedyCarrier can be specified

CROCRO

Creates Transfers From OE WizardPrint AcknowledgementPrint Acknowledgement

CROCRO

Create RFQ/Purchase Orders from OE WizardStandard settings applyStandard settings apply

CROCRO

Create RFQ/Purchase Orders from OE WizardCarrier IDShipping InstructionsPrint, Fax, E-Mail

Consignment TransfersConsignment Transfers

Processing Consignment Transfersg gTransfer FormTransfer Packing ListTransfer Receipt

Can be done automatically, based upon Consignment contract

Consignment TransfersConsignment Transfers

Transfer formOrder No, Customer ID, Ship To Name

Consignment TransfersConsignment Transfers

Transfer Packing List - Consignmentg g

Consignment Purchase OrderConsignment Purchase Order

Purchase Order

Spot BuySpot Buy

“Regular” order using consignment contract’s pricingp gShip To ID – consignment Ship ToContract consignmentContract – consignmentOnly items on the contract

Spot BuySpot Buy

Consignment Usage tab - default

Consignment Usage tab – make a Spot BuyUncheck Consignment Usage OrderSource Location ID

RMAs for Consignment LocationsRMAs for Consignment Locations

Orders / Order Entry / Transaction / RMAs

Ship To ID for consignment locationConsignment ContractConsignment Contract

RMAs for Consignment LocationsRMAs for Consignment Locations

Items tab:Item must be on contractM li k t i i liMay link to invoice line

RMAs for Consignment LocationsRMAs for Consignment Locations

Save the RMAMaterial is returned

Unapproved CUOsUnapproved CUOs

Finding Unapproved CUOpp

UnapprovedConsignment Usage Order -Only

Orders / Order Entry / Reports / Open Orders

Unapproved CROsUnapproved CROs

Finding Unapproved CROConsignment Replenishment Order EntryFi d O d A d NFind Order – Approved = No

ReportsReports

Consignment Usage Order (Y/N/Only)g g ( y)Yes – consignment usage and non-consignment ordersNo – non-consignment orders onlyOnly – consignment usage orders only

A il blAvailable onOpen OrdersSales HistorySales HistoryProfit ExceptionWho Bought WhatWho Bought What

SummarySummary

Understand the set up necessary for consignment p y ginventory Enter a consignment usage orderEnter a consignment replenishment orderEnter an RMA for a consignment locationEnter an RMA for a consignment locationReview and approve consignment orders