Customer consignment
- proaxia
Analytics
Business context
Consignment refers to the process wherein the materials delivered to customer (or technician) remain in possession of customer (or technician) until consumption. From an inventory management perspective, the stocks will be held as a special stock indicator 'W' (consignment stock) assigned to a customer. Once a material is consumed for service, the customer is then liable for billing and subsequent payment. From an inventory management perspective, goods are withdrawn from consignment stock (consignment issue) which reduces the stock in terms of quantity.
"Parts delivery using Customer Consignment" Process Overview:
Step 1: Create a Mobile Service Order (Order Type 2502)
Step 2: Create a job type (VSS job) and assign an item with item category = P502 'FSM Part - Consignment' for spare part to be shipped via a consignment stock process
Step 3: In VSS, navigate to FSM Parts event and execute action 'Create Outbound Delivery: Sending Goods to Customer Consignment Stock'. This list is shown when selecting 'FSM Parts' on the header Menu. This action creates an outbound delivery document for sending goods to customer consignment stock.
Step 4: For an outbound delivery, perform the Picking request and finally 'Post Goods Issue' for triggering the material movement of spare parts to customer consignment.
Hint: Check the document flow of the mobile order to locate the delivery document
Step 5: Before visit confirmation he checks if he has necessary Spare parts, customer information like their address and contact. This information can be verified in the 'Reserved Materials' tab as shown below.
Step 6: For booking consumed materials enter the 'Reserved Materials' section. Overview of goods movement within FSM client is shown within the ‘Reserved Materials” section as:
Quantity: is the reservation of parts proposed by backend service team in VSS
Shipped Quantity: refers to the actual quantity delivered to customer consignment stock
Technician has the following options when consuming parts:
Use : Using this button technician can adjust the actual quantities required for service which will be later billed to customer
Take to own Stock: Using this button technician can initiate the transfer postings of partial stock available to his van stock for example, for future consumption.
Let us assume that technician consumes 2 PC (billed to customer) by clicking 'Use' button, he takes 2 PC along by clicking 'Take to own Stock' button and intend to return 1 PC as part of Returns process (process step in VSS)
Step 7: In VSS, when you check the document flow you can view two documents related to the 'Goods Movement'. 1) 2 PC for Consignment Issue 2) 2 PC for stock transfer. For processing the Parts return of 1 'OPEN' PC, execute action 'Create Return Delivery' from the 'FSM Parts' menu.
Step 8: For 'Consignment Returns' delivery 'Post Goods Receipt'
Step 9: Finally execute the VSS action to 'Confirm Time Booking'. This step is usually performed by the 'Service Manager'. This is the last step from the service confirmation perspective.
Step 10: Now the order should be open for customer invoice process. Execute 'Billing' for creating billing document.