Consignment Purchases Workbook

The Consignment Purchases Workbook includes predefined criteria and a table view. The table displays the status of purchase orders with vendor consigned items, including consumption. You can export the data to a submit consignment consumption advise to each vendor.

Workbook Configuration

The source data used in the Consignment Purchases workbook combines fields from two record types and multiple criteria filters. You can edit each of these components on the corresponding tab of the workbook user interface.

Consider the following information before you edit the workbook:

• If you use the Purchase Contract feature, you can use the Purchase Contract field to filter vendor-consigned items in transaction lines. If you don't use this feature, you can remove the corresponding column from the list.

• Both the Quantity to be Billed and Quantity to be Dispatched fields display a value of zero if the calculation results in a negative value. To indicate over-receiving and over-billing, you can customize the workbook to change the display according to your inventory requirements.

Root Record Type	Joined Record Type	Custom Formula Fields	Data Grid	Criteria Filters
Transaction	Transaction Line	Quantity to be Dispatched = quantity - (quantity received + quantity shipped) Quantity to be Billed = quantity consumed - quantity billed	The following fields are included in the dataset. Transaction record: Internal ID Document Number/ID Date Transaction Type Status Entity Memo Transaction Line: Line Number Full Name (Item) Location Purchase Contract Quantity Expected Receipt Date Quantity Shipped/Received/Picked Up Consignment Consumed Quantity Billed Consigned Total Amount Closed	The following criteria is used to filter the dataset: Transaction: Type is Purchase Order Transaction: Status none of - Closed, Fully Billed, Pending Supervisor Approval, Rejected By Supervisor, Planned, Undefined Transaction: Date on or after start of this month Transaction Line: Main Line false Transaction Line: Tax Line false Transaction Line: Line Number not equal 0 Transaction Line: Line Quantity not empty Transaction Line: Consigned true

Related Topics

• Consigned Inventory Management
• Inventory Dataset Templates
• Workbook and Dataset Templates
• Custom Workbooks and Datasets
• Defining a Dataset
• Joining Transaction Line and Transaction Accounting Line in a Dataset
• Creating a Workbook

General Notices