Customer Consignment Processing SAP Best Practices Baseline Package

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1 Customer Consignment Processing SAP Best Practices Baseline Package

2 Scenario Overview – 1 Purpose and Benefits: Purpose Benefits
Consignment goods are goods which are stored at the customer location but which are owned by your company. The customer is not obliged to pay for these goods until they remove them from consignment stock. Otherwise, the customer can usually return consignment goods which are not required. Benefits Consignment stock managed separately for each customer Consignment stock managed separately from the rest of your stock Key process flows covered Consignment Fill-Up Consignment Issue Consignment Pick-Up Consignment Return Pick and Ship Billing

3 Scenario Overview – 2 SAP Applications Required: Required
SAP enhancement package 4 for SAP ERP 6.0 Company roles involved in process flows Sales Administrator Warehouse Clerk Billing Administrator Accounts Receivable Manager

4 Scenario Overview – 3 Detailed Process Description:
Customer Consignment Processing There are four main transactions for processing consignment stock in the SAP ERP System, all of which support separate management of stock: Consignment Fill-up Consignment fill up is used to supplement the customer’s consignment stock. Goods issue of the appropriate stock is posted from the unrestricted-use stock to consignment stock (special stock). The goods remain in the possession of the vendor. Consignment Pick-Up Any consignment goods stored at the customer’s warehouse that haven’t been used can be reposted to your company’s warehouse with a consignment pick-up. If the customer returns consignment stock to you, you record the transaction in the system by creating a consignment pick-up order (order type KA). As a result, the system carries out the following actions: When goods issue is posted, the relevant quantity is deducted from the customer’s special stock and is added back into your regular stock at the plant where the goods are returned. Your total valuated stock remains the same since the returned stock was regarded as part of your own inventory even while it was at the customer’s premises. This transaction is not relevant for billing.

5 Scenario Overview – 4 Detailed Process Description:
Customer Consignment Processing Consignment Issue Consignment issue enables the customer to take consignment goods from the special stock for their use or to sell. Consignment issue involves removing the goods from the special stock and making it the property of the customer. When the customer removes consignment stock to use or sell, you record the transaction in the system by creating a consignment issue order. Consignment Return Consignment returns are used for when your customer wants to return goods to the consignment stock. If the customer wishes to claim on consignment goods which have already been issued, you can record this transaction by creating a consignment return order.

6 Process Flow Diagram Customer Consignment Processing – Consignment Fill-Up Event Need to Purchase Consignment Goods Daily Shipment Worklist, Enough Inventory Customer Order Confirmation Delivery Note Bill of Lading Sales Administrator Consignment Fill-Up Sales Order Entry Warehouse Clerk Delivery Due List Picking Check Batches / Assign Serial Number (optional) Post Goods Issue End Process Delivery Pick List

7 Process Flow Diagram Customer Consignment Processing – Consignment Issue Event Goods Issue from Consignment Daily Shipment Worklist, Enough Inventory (Optional) Sales: Period End Closing Operations (203) Accounts Receivable (157) Sales Administrator Consignment Issue Order Entry Warehouse Clerk Delivery Due List Assign Batches & Serial Numbers Post Goods Issue Billing Administrator Billing Accounts Receivable Invoice End Process

8 Process Flow Diagram Customer Consignment Processing – Consignment Pick-Up Event Need to Send Back Consignment Stock Daily Shipment Worklist, Enough Inventory Sales Administrator Consignment Pick-Up Sales Order Entry Warehouse Clerk Delivery Due List Assign Batches & Serial Numbers Post Goods Receipt End Process

9 Process Flow Diagram Customer Consignment Processing – Consignment Return Event Return into Consignment Stock Daily shipment worklist, enough inventory (Optional) Sales: Period End Closing Operations (203) Accounts Receivable (157) Sales Administrator Consignment Return Order Entry Warehouse Clerk Delivery Due List Assign Batches & Serial Numbers Post Goods Receipt Billing Administrator Billing Release Billing Documents for Accounting Accounts Receivable Release Consignment Return Order for Billing Credit Note End Process

10 Legend Symbol Description Usage Comments Symbol Description
Band: Identifies a user role, such as Accounts Payable Clerk or Sales Representative. This band can also identify an organization unit or group, rather than a specific role. The other process flow symbols in this table go into these rows. You have as many rows as required to cover all of the roles in the scenario. Role band contains tasks common to that role. External Events: Contains events that start or end the scenario, or influence the course of events in the scenario. Flow line (solid): Line indicates the normal sequence of steps and direction of flow in the scenario. Flow line (dashed): Line indicates flow to infrequently- used or conditional tasks in a scenario. Line can also lead to documents involved in the process flow. Connects two tasks in a scenario process or a non-step event Business Activity / Event: Identifies an action that either leads into or out of the scenario, or an outside Process that happens during the scenario Does not correspond to a task step in the document Unit Process: Identifies a task that is covered in a step-by-step manner in the scenario Corresponds to a task step in the document Process Reference: If the scenario references another scenario in total, put the scenario number and name here. Sub-Process Reference: If the scenario references another scenario in part, put the scenario number, name, and the step numbers from that scenario here Process Decision: Identifies a decision / branching point, signifying a choice to be made by the end user. Lines represent different choices emerging from different parts of the diamond. Does not usually correspond to a task step in the document; Reflects a choice to be made after step execution Symbol Description Usage Comments To next / From last Diagram: Leads to the next / previous page of the Diagram Flow chart continues on the next / previous page Hardcopy / Document: Identifies a printed document, report, or form Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines Financial Actuals: Indicates a financial posting document Budget Planning: Indicates a budget planning document Manual Process: Covers a task that is manually done Does not generally correspond to a task step in a document; instead, it is used to reflect a task that is manually performed, such as unloading a truck in the warehouse, which affects the process flow. Existing Version / Data: This block covers data that feeds in from an external process Does not generally correspond to a task step in a document; instead, this shape reflects data coming from an external source; this step does not have any incoming flow lines System Pass / Fail Decision: This block covers an automatic decision made by the software Does not generally correspond to a task step in the document; instead it is used to reflect an automatic decision by the system that is made after a step has been executed. Diagram Connection <Function> Hardcopy / Document External to SAP Financial Actuals Business Activity / Event Budget Planning Unit Process Manual Process Process Reference Existing Version / Data Sub-Process Reference System Pass/Fail Decision Process Decision

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