Consignment shipment

Window Introduction

Window Introduction

Introduction

Overview

Consignment is a commercial term that refers to a giving over of objects. If your goods are on consignment, you still technically own them while they are on sale at the consignment shop. The word sometimes refers literally to goods being delivered or shipped

Business Case

In manufacturing Industries the process of moving goods from one place to another is called shipment consignment

Tabs

Tabs

Shipment Header

 

image-1713958539067.png

Critical Fields:

1) Business partner : We can select existing/new customers here and this field is used to maintain consignment sales order customer.

2) Partner Location : This field is updated automatically, based on the business partner 

3) Movement date : The Movement Date indicates the date that a product moved in or out of inventory. This is the result of a shipment, receipt or inventory movement.

4) Date sent : The Date Received indicates the date that product was sent.

5) User contact : The User identifies a unique user in the system. This could be an internal user or a business partner contact

6) Priority : The Priority indicates the importance (high, medium, low) of this document

7) Warehouse : The actual stock that will be sent determines which warehouse is chosen.

Critical & one-time setup fields:

1) Organization: This field is used to select the organization

2) Target Document Type- This Field is used to select the type of document that you are going to process

Non-Critical Fields:

1) Order reference : The business partner order reference is the order reference for this specific transaction; Often Purchase Order numbers are given to print on Invoices for easier reference.

2) Description : Optional short description of the record.

3) Insurance : Shipping insurance protects e Commerce businesses in the event a package is damaged, stolen, lost, or mishandled on its way to the customer

4) Vehicle Number : It is used to mention the shipment vehicle number

5) Campaign : The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign.

6) Project : A Project allows you to track and control internal or external activities.

7) Activity : Activities indicate tasks that are performed and used to utilize Activity based Costing

Zoom conditions:

1) Asset Transaction

Customization:

 

 

Tabs

Shipment Line

shipment-lines.JPG

By using create lines from option from shipment header, shipment line details will be populated based on consignment sales order document.

Document Action

Document Action

Validation

Save:

1. System will check all mandatory fields

2. In the order line, the system will pick the price and tax from the master.

3. If a Custom line is added in the master, it will copy to the customs line under the order line.

4. Payment Schedule will explode as per the payment terms selected in order(Header).


Delete:

1. System will delete the order and its history details

2. If the product is required to delete in the order line and it is in draft status, then you can delete the record. 
    If the Document status is in progress, you should change the quantity to zero and prepare the document. then you can delete the record. 

3. If you want to delete the whole record, first need to delete the activity against the document number and delete the header.


Document action-prepare:

1. System will check the period details and master data checking

2. If a payment schedule is not created, the system will automatically create a payment schedule based on the payment term selected.


Document action-complete:

1. System will set the status as complete for the document and keep the order ready for processing.

2. Once document action is complete, all fields are updated in read-only


Document action void/reverse correct actual:

1. Void- the system will reverse all the transaction data and change the document status to Void


Document action close:

1. System will check whether all the activity for the document is completed and change the Document status to close.
Document Action

Action

Verify:

Not applicable

Create lines from:

Not applicable


Copy from/lines:

 This button will help you to copy the order lines from another sales order line. We need to mention the order number to copy it.


<custom actions>:

Not applicable

Process

Process

Process

cons-ship-process.JPG

1) Generate To : It is used to generate the Invoice.

2) Document Action : It is used to prepare,complete & void the document

Video

Video

Consignment shipment video

Reports