Overview
In this process, the partner (a vendor or a principal) picks up goods that belong to them. The company is essentially an agent.
This scenario can be used for delivery of purchasing services and for VMI procurement.
As a result of this process, goods are picked up by the partner.
Register goods pick-up by partners flowchart
Paths
| Path | Quick menu → Mail, tasks → Business Interactions |
|---|---|
| In-app link EN code |
e1cib/list/DocumentJournal.Interactions
|
| In-app link RU code |
e1cib/list/ЖурналДокументов.Взаимодействия
|
How to notify partners about goods to be picked up
1. Inform the partner about the goods available for pick-up from the warehouse.
2. Use any communication tools: phone, email, mail, a self-service portal, or interfaces with external systems.
3. Record the communication in Business Interactions.
How to create goods pick-up by partner
1. Provide goods to the partner.
Scenario 1. Sales of purchasing services
Paths
| Path | Sales → Sales management → Issue invoices |
|---|---|
| In-app link EN code |
e1cib/command/DataProcessor.LogOfSalesDocuments.Command.InvoicesForRegistration
|
| In-app link RU code |
e1cib/command/Обработка.ЖурналДокументовПродажи.Команда.НакладныеКОформлению
|
1. Go to Sales and then click Issue invoices under Sales management.
2. Set a Company and a Warehouse.
3. In the Customer invoices drop-down list, select Pending creation.
4. Set a custom filter to display references within the Procurement outsourcing business transaction.
5. Click Fulfillment status and review the report.
6. Select a Reference and click Register by shipment. The system will automatically create a new document and fill it.
Note
Alternative method:
1. Go to Sales and then click Sales documents (all) under Sales management.
2. Click Create → VMI pick-up request from vendor.
3. Select the Shipment to principal transaction.
7. In the VMI pick-up request from vendor document, click the Main tab.
8. In the Transaction field, select Shipment to principal.
Scenario 2. Procurement via VMI
Paths
| Path | Purchasing → Purchasing → Purchase documents (all) |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.LogOfPurchaseDocuments
|
| In-app link RU code |
e1cib/app/Обработка.ЖурналДокументовЗакупки
|
1. Go to Purchasing and then click Purchase documents (all) under Purchasing.
2. Click Create → VMI pick-up request from vendor.
3. In the VMI pick-up request from vendor document, click the Main tab.
4. In the Transaction field, select VMI pick-up request from vendor.
How to fill header data
1. In the VMI pick-up request from vendor document, click the Main tab.
2. Fill the following fields: Vendor, Counterparty, Company, Contract, Terms of purchase, and Warehouse.
3. Click the More tab.
4. Select a Currency.
5. Fill the other required fields.
6. Click Attachments and attach a file of the source document.
How to fill item data
1. In the VMI pick-up request from vendor document, click the Goods tab.
2. Click Fill in and then click Select available VMI.
3. Select lines, enter quantity, and add them to the document.
4. Make necessary adjustments to the lines filled automatically.
5. Add a new line and fill the Items, Quantity, Price, and VAT rate columns.
How to post document
1. In the VMI pick-up request from vendor document, click Post and close.