Overview
Goods are moved to customer warehouses under special contract terms such as consignment sales, VMI sales, and other.
The process is also applied to the transfer of raw materials to a warehouse of an external subcontractor within the external subcontracting scenario.
The data about goods actually moved usually comes from the warehouse subsystem. If the warehouse subsystem is not used, the transfer of materials is recorded by this process.
The process doesn't create any financial liabilities. Under some contract terms, it is necessary to specify the stock valuation.
As a result of the process, the customer stock is filled up.
Fill up customer stock flowchart
How to record customer stock fill-up
Move goods to a customer or a subcontractor under the relevant order or request.
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
|
Consignment sales and VMI sales
1. Go to Sales and then click Issue invoices under Sales management.
2. Specify a Company and a Warehouse.
3. Select Pending creation in the Goods issues drop-down list.
4. Click More actions → Configure list and set the custom filter for the Transactions fields to display the Consignment fill-up or VMI sales values.
5. Select one or several Sales order lines.
6. Click Register by shipment if the warehouse management system is used for such transactions.
Note
Click Register by orders if the warehouse management system is disabled for such transactions.
The system will automatically:
- Create a new document.
- Fill data by issued goods.
- Set a reference link for the lines.
Paths
| Path | Manufacturing → Subcontracting → Unregistered documents (all) |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.DocumentsOfTransferToTollingAll2_5
|
| In-app link RU code |
e1cib/app/Обработка.ЖурналДокументовПередачиВПереработку2_5
|
External subcontracting
1. Go to Manufacturing and then click Unregistered documents under Subcontracting.
2. Click the Components transfer tab.
3. In the Create invoice field, select Pending creation.
4. Review the list of references, select lines, and click Register by shipment.
How to fill header data
1. In the Consignment sales / VMI issue / Material transfer to subcontractor document, click the Main tab.
2. Select the relevant transaction.
3. Fill the Consignee / Customer / Subcontractor, Counterparty, Company, Contract, and Warehouse fields.
4. Click the More tab.
5. Select the Currency.
6. Fill other required fields.
How to fill line item data
1. Click the Goods tab.
2. Review the lines filled automatically.
Note
To fill the lines from scratch:
1. Clear all lines.
2. Click Fill → Add items from Order / Goods issue.
3. Select relevant lines and Move the selected data to the document.
How to post documents
Post the document.