Defining Palm RDC Customer Consignment Locations

Before you can use customer consignment inventory with Palm RDC, you must define customer consignment locations in Customer Maintenance.

Defining Customer Consignment locations

Define Palm RDC customer consignment locations using the Miscellaneous Customer Information screen. Along with flagging a customer as being able to maintain consignment inventory, define the customer's shipping branch, pricing branch, and ship-to account.

To define a Palm RDC customer consignment locations:

From the Files, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the ID for the consignment customer whose parameters you need to set.
Use the Add’l Info hot key and then the Misc Cust Info hot key to display the Miscellaneous Customer Information screen.
In the Shipping Branch Override field, enter the branch that will ship products to the Palm RDC customer consignment location.

Note: The shipping branch override must be the same as the Home branch set for the customer.

In the Pricing Branch Override field, enter the branch that prices the products for the Palm RDC customer consignment location.
In the Consignment Inventory? (Y/N) field, enter Y to mark the customer as a consignment customer.
In the Under Ship-to field, enter the ship-to or bill-to/ship-to account responsible for maintaining the consigned inventory.

For example: A customer has multiple job sites that are serviced from a single parts trailer. Set the single parts trailer as the ship-to or bill-to/ship-to account for all of its job sites.

Press Esc to save changes and exit the screen.

Defining the Customer Consignment Home Branches

A customer consignment Home branch fills all of its customer consignment transfer orders. Define each Palm RDC customer consignment Home branch in the Accessible Branches screen.

Note: If the Allow Customer Consignment From Multiple Branches control maintenance record is set to Y, branches other than a customer's home branch can ship consignment inventory to the customer.

To define a customer consignment Home branch:

From the Files, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the ID for the consignment customer whose Home branch you need to set.
Use the Branch hot key to display the Accessible Branches screen.
In the Home Branch field, enter the branch that will fill all of the customer consignment transfers for the defined customer.

The Home branch must be the same as the Shipping Branch Override.

Press Esc to save changes and exit the screen.