Consignment

Data Source: CONINVD

To open the Consignment screen, click a Customer name on the Consignment screen.

The Consignment screen allows you to manage consignment parts, but is also useful when dealing with field trucks. Consignment allows a parts requisition (to a work order) relieve the consignment inventory (in place of relieving the parts inventory). This screen also allows you to set up a new consignment.

The following search field appears on the Consignment screen:

Field Description
Position to Part Number Search for consignment by entering a part number in the position to part number field. It allows you to jump directly to a specific part number.

The following Information fields appear on the Consignment screen:

Information
Field Description
Name The customer's name.
Business Phone Number The customer's business phone number.
Salesperson The salesperson assigned to the customer's profile.

The following fields appear on the Consignment screen:

Field Description
Line Number The position (line number) of the part on the list on parts on consignment.
Part Number The number of the part that is on consignment.
Description A brief description of the part that is on consignment.
Vendor The vendor for the selected part on consignment.
Quantity The quantity of parts intended for consignment.
Bin Location The specific, physical inventory location of the part on consignment.
Location

The branch location associated with the user adding parts to consignment.

Note:  The Location field will default to the user's current branch location.

Minimum Allows for a suggested on hand quantity (e.g. if there are three parts in stock but a minimum of ten is specified, seven parts need to be ordered).

Note:  The following conditions apply when using consignment sales order requisitions, as opposed to sales order invoices; negative quantities are ignored (will not increase consignment); an error message will be issued if a part that is being entered is not in consignment; and back ordering of parts is not allowed.

The following buttons allow you to complete your work on the Consignment screen:

Button Function
Save Reserves the selected parts and changes the parts Reserve quantity on the Parts Profile.
Print Prints individual consignment reports.
Delete Deletes the selected consignment.
Close Closes the Consignment screen without saving changes and returns to the Consignment screen.