Customization CR0971 Consignment Transfer

Customization CR0971

Consignment Transfer

Description of Need:

ACME sells/fulfills inventory out of Consignment Sites. When an Order is entered it allocates inventory in the primary site called ITASKA. When the order ships, they unallocate each line, transfer the inventory to the CONSIGNMENT site, and then change the site on the Order Lines to CONSIGNMENT so that inventory is allocated in consignment.

As inventory is used out of CONSIGNMENT, they post the Invoice, which consumes the inventory out of CONSIGNMENT.

This process is time consuming, and they sometimes run into the situation where inventory is over allocated in ITASKA, so when they unallocated an Order the inventory is still not available to transfer to consignment.

ACME does not use serial or lot numbers, multi-currency, or multi-bin.

ACME would like to automate the process of transferring consignment inventory.

Description of Solution:

WilloWare will add “Consignment Transfer” functionality to the GP Sales Transaction Entry window. It will be initiated when the Default Site ID is changed:

A screenshot of a computer Description automatically generated

When the Site ID on an Order or Invoice is changed (i.e. from WAREHOUSE to SOUTH), and there are lines on the document which allocate inventory out of WAREHOUSE, the user will be asked: “Do you want to transfer inventory to SOUTH?”.

NOTE: WAREHOUSE and SOUTH are examples. The Consignment Transfer will use the Original Site and New Site entered on the window.

If the user answers YES:

  1. The Consignment Transfer enhancement will perform the following checks before attempting to transfer inventory. If any check fails, the user will be warned and the process will abort.
    1. It will check that the Original Site has enough inventory On Hand for each Item on the Order to allow transferring the full order quantity to the New Site. Sales Lines will be skipped (and no warning presented) if…
      1. it has a Quantity Backordered
      2. it does not have inventory allocated in the Original Site
      3. it is for a serial or lot numbered item
      4. it is a Kit Item
      5. it is a non-inventory Item
    2. It will check that the Inventory Fiscal period is open for the current date (GP User Date).
    3. It will check that each Item on the Order, which is not skipped by the checks in #1, is assigned to the New Site.
  2. If the checks all pass:
    1. Inventory will be unallocated from the Original Site
    2. That inventory will be added to an Inventory Transfer moving the inventory from the Original Site to the New Site
    3. The Inventory Transfer will be posted
    4. Site New Site will be rolled-down to each Sales Line that has the Original Site, and re-allocated in the New Site

The process will mimic the manual process. If the Inventory Transfer fails to post for some reason, the user will need to address the posting issue, complete the posting process, then manually change the Site ID on the sales lines and re-allocate inventory.

For information on this design, or any other WilloWare customization or product, please contact us:

www.willoware.com/contact-me/