Consignment
Use the Consignment screen to manage consignment parts. Consignment is also useful when dealing with field trucks. Consignment allows a parts requisition (to a work order) to relieve the consignment inventory (in place of relieving the parts inventory). This screen also allows you to set up a new consignment.
The following conditions apply when using consignment sales order requisitions, as opposed to sales order invoices:
-
negative quantities are ignored (do not increase consignment)
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an error message is issued if a part that is being entered is not in consignment
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back ordering of parts is not allowed.
To open the Consignment screen, click a Customer name on the Consignment screen.
The search field on the Consignment screen is:
| 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. |
Information fields on the Consignment screen are:
| 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. |
Fields on the Consignment screen are:
| 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. The Location field defaults 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). |
Buttons on the Consignment screen are:
| Button | Description |
|---|---|
| Save | Reserves the selected parts and changes the parts Reserve quantity on the Parts Profile. |
| Prints individual consignment reports. | |
| Delete | Deletes the selected consignment. |
| Close | Closes the Consignment screen without saving changes and returns to the Consignment screen. |
Data Source: CONINVD
Revision: 2026.01