ati tp ht21activant prophet 21 - epicor · 2010. 7. 29. · ati tp ht21activant prophet 21 managing...
TRANSCRIPT
![Page 1: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/1.jpg)
A ti t P h t 21Activant Prophet 21
Managing Consigned Inventory
![Page 2: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/2.jpg)
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
![Page 3: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/3.jpg)
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
![Page 4: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/4.jpg)
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
![Page 5: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/5.jpg)
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
![Page 6: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/6.jpg)
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
![Page 7: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/7.jpg)
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
![Page 8: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/8.jpg)
Setup - LocationSetup Location
Location Maintenance – Consignment tab:Consigned – √Consigned √Ship To ID
![Page 9: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/9.jpg)
Setup – Ship ToSetup Ship To
Ship To Maintenance – OE Options tabp p
![Page 10: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/10.jpg)
Setup – Transfer Days MaintenanceSetup Transfer Days Maintenance
Establish Transfer Days for Source and yConsignment (Destination) locations
![Page 11: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/11.jpg)
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
![Page 12: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/12.jpg)
ReplenishmentReplenishment
Questions to answer:Who manages the replenishment?What gets replaced?When does replenishment occur?Where does material come from?
![Page 13: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/13.jpg)
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
![Page 14: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/14.jpg)
Setup – Consignment ContractSetup Consignment Contract
Normal customer contract functionalityCheckbox to indicate Consignment Contract
![Page 15: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/15.jpg)
Customer/Ship Info tabCustomer/Ship Info tab
Customer/Ship Info tabpConsignment Location ID
![Page 16: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/16.jpg)
Consignment Info TabConsignment Info Tab
Consignment Info tabg
![Page 17: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/17.jpg)
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
![Page 18: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/18.jpg)
Consignment Info TabConsignment Info Tab
Tag DetailgDetail/Partial TagDetail
Combine Multiple CROs on TransferPrice Replenishment TransferspAutomatically Receive TransfersCost CodesCost Codes
RequiredDescriptionDescription
![Page 19: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/19.jpg)
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
![Page 20: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/20.jpg)
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
![Page 21: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/21.jpg)
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
![Page 22: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/22.jpg)
Start Date for Contract LinesStart Date for Contract Lines
Setup / System Setup / System / System Settings / Order Processing / PricingSettings / Order Processing / Pricing
![Page 23: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/23.jpg)
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
![Page 24: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/24.jpg)
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
![Page 25: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/25.jpg)
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
![Page 26: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/26.jpg)
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
![Page 27: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/27.jpg)
Contract Export and ImportContract Export and Import
![Page 28: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/28.jpg)
Contract Export and ImportContract Export and Import
Filetype-dayMonthyear_time
![Page 29: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/29.jpg)
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
![Page 30: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/30.jpg)
CUOCUO
Two methods to enter:Order Entry windowEDI or Import
![Page 31: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/31.jpg)
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
![Page 32: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/32.jpg)
CUOCUO
Consignment usage tab:Consignment usage orderConsignment usage orderSource Location ID
![Page 33: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/33.jpg)
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
![Page 34: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/34.jpg)
CUOCUO
Extended Info tabSource and Ship Location = Consignment Location
Cannot be modified
Qty AllocatedQty AllocatedCannot be modified
![Page 35: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/35.jpg)
CUOCUO
Prices tabPrices tabSource of pricePrice can be modifiedPrice can be modified
![Page 36: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/36.jpg)
CUOCUO
Cost Codes tabContract controls:
If code(s) requiredDescription of Cost CodeDescription of Cost Code
![Page 37: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/37.jpg)
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
![Page 38: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/38.jpg)
CUOCUO
Creating Replenishment OrderCreating Replenishment Order
![Page 39: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/39.jpg)
CROCRO
SourcesGenerated from CUOEntered by userEDI or Import
Orders / Order Entry / Transaction / Consignment Replenishment Order
![Page 40: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/40.jpg)
CROCRO
Similar to regular OE – fewer tabsgNo credit checking
![Page 41: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/41.jpg)
CROCRO
Source Type/IDSource Type/IDCRO EntryImportImport
![Page 42: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/42.jpg)
CROCRO
Identify:Consignment Ship ToContract
Approved – Default from Consignment ContractCreate TransferCreate RFQ/PO
![Page 43: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/43.jpg)
CROCRO
Ship To tabUser security controls modificationsAddi hi tAdding new ship toSource Location
![Page 44: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/44.jpg)
CROCRO
Items tabContract controls:
Items allowed on the CROPricesDisposition
![Page 45: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/45.jpg)
CROCRO
RMB – Display Contract Items
![Page 46: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/46.jpg)
CROCRO
Quick entryQuick entryEnter the quantity desired for each itemLeave 0 for no replenishmentUpdate the Order
![Page 47: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/47.jpg)
CROCRO
Extended Info tab T dispositionExtended Info tab – T dispositionSource Location – from contractShip Location = Consignment LocationShip Location Consignment Location
![Page 48: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/48.jpg)
CROCRO
Extended Info tab – S dispositionExtended Info tab S dispositionSource and Ship Location = Consignment LocationOverride Supplierpp
![Page 49: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/49.jpg)
CROCRO
Changing the Disposition – T to S
![Page 50: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/50.jpg)
CROCRO
Change the Source Location = Consignment LocationLocationDisposition changes to S
![Page 51: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/51.jpg)
CROCRO
Changing the Disposition – S to Tg g pT is not available
![Page 52: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/52.jpg)
CROCRO
Change the Source LocationDi iti h t TDisposition changes to T
![Page 53: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/53.jpg)
CROCRO
Save the orderApprovedApprovedCreate TransferCreate RFQ/POCreate RFQ/PO
No pick tickets, packing lists, or invoices
![Page 54: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/54.jpg)
CROCRO
Creates Transfers From OE WizardTransfer Days Maintenance must be establishedyCarrier can be specified
![Page 55: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/55.jpg)
CROCRO
Creates Transfers From OE WizardPrint AcknowledgementPrint Acknowledgement
![Page 56: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/56.jpg)
CROCRO
Create RFQ/Purchase Orders from OE WizardStandard settings applyStandard settings apply
![Page 57: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/57.jpg)
CROCRO
Create RFQ/Purchase Orders from OE WizardCarrier IDShipping InstructionsPrint, Fax, E-Mail
![Page 58: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/58.jpg)
Consignment TransfersConsignment Transfers
Processing Consignment Transfersg gTransfer FormTransfer Packing ListTransfer Receipt
Can be done automatically, based upon Consignment contract
![Page 59: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/59.jpg)
Consignment TransfersConsignment Transfers
Transfer formOrder No, Customer ID, Ship To Name
![Page 60: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/60.jpg)
Consignment TransfersConsignment Transfers
Transfer Packing List - Consignmentg g
![Page 61: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/61.jpg)
Consignment Purchase OrderConsignment Purchase Order
Purchase Order
![Page 62: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/62.jpg)
Spot BuySpot Buy
“Regular” order using consignment contract’s pricingp gShip To ID – consignment Ship ToContract consignmentContract – consignmentOnly items on the contract
![Page 63: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/63.jpg)
Spot BuySpot Buy
Consignment Usage tab - default
Consignment Usage tab – make a Spot BuyUncheck Consignment Usage OrderSource Location ID
![Page 64: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/64.jpg)
RMAs for Consignment LocationsRMAs for Consignment Locations
Orders / Order Entry / Transaction / RMAs
Ship To ID for consignment locationConsignment ContractConsignment Contract
![Page 65: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/65.jpg)
RMAs for Consignment LocationsRMAs for Consignment Locations
Items tab:Item must be on contractM li k t i i liMay link to invoice line
![Page 66: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/66.jpg)
RMAs for Consignment LocationsRMAs for Consignment Locations
Save the RMAMaterial is returned
![Page 67: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/67.jpg)
Unapproved CUOsUnapproved CUOs
Finding Unapproved CUOpp
UnapprovedConsignment Usage Order -Only
Orders / Order Entry / Reports / Open Orders
![Page 68: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/68.jpg)
Unapproved CROsUnapproved CROs
Finding Unapproved CROConsignment Replenishment Order EntryFi d O d A d NFind Order – Approved = No
![Page 69: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/69.jpg)
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
![Page 70: Ati tP ht21Activant Prophet 21 - Epicor · 2010. 7. 29. · Ati tP ht21Activant Prophet 21 Managing Consigned Inventory . This class is designed forThis class is designed for](https://reader034.vdocument.in/reader034/viewer/2022052617/60b2abb0644a2a1d1163d181/html5/thumbnails/70.jpg)
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