Consignment Reports

The Consignment Reports screen outputs reports that analyze consignments by part and by account.

 

Menu Path: Reports, Consignment Reports, Consignment Reports screen

 

Quick Reporting Options

Consigned Inventory

Outputs a report that reports consigned parts by location, line and part number.


Consigned Accounts
Outputs a report that reports consigned parts by location, customer and ship to.


Consignment Status
Outputs a report that reports consigned parts' status, whether opened or closed.


Consignment Acknowledgment
Outputs a report that reports consigned parts after consigned part information is imported and the 'Update Stock' button is clicked on the Consignment Setup screen.

Report Criteria

Location
Allows for selection of a location from a browser window.


Multi-Location
Allows for selection of the multi-store report options.


Options are:

 

  •  'Summary'

  •  'Consecutive' (default)


Customer
Allows for the selection of a customer from the drop-down field.


All customers with consignments are available from the drop-down regardless of the location the consignment is set up in. Since customer are set up per location, the selected customer is reported with the selected location. 


Note: The consignment location must be selected with the customer or 'All' locations must be selected in the order to output the report.


Note: The 'Customer' button is unavailable.


Line Code
Allows for the selection of line codes from the browser button and field.


Note: If the selected line code is not on a consignment, no data will be output in the report.


Start Part No
Allows for selection of the beginning of a part number range if a single 'Line Code' is selected.


End Part No
Allows for selection of the end of a part number range if a single 'Line Code' is selected.


Status
Used to select the status type of consignments to be output in the report.


Options are:

 

  • 'Closed'

  • 'Draft'

  • 'Open' (default)


New Edits Only
When checked, outputs only consigned parts with a value in the 'New Qty' column. Any consigned parts with the 'New Qty' column value of blank are not printed.


When unchecked, outputs all consigned parts in the report.


Part Pricing
Allows for selection of a user-created price level. Uses default 'Part Pricing Default' from the System General Setup screen.


Include New Qty in Ext Cost
When checked, totals the 'New Qty' and the 'Consign Qty' in the 'Ext Cost $' field.


When unchecked, only includes the 'Consign Qty' in the total.


Core Pricing
Allows for selection of a created price level. Uses default 'Core Pricing Default' from the System General Setup screen.


Report Type
Drop-down that determines which type of 'Consignment Acknowledgment Report' to print.


Options are:

 


Subtotals Only
When checked, only totals are output for all consignments for all stores.


When unchecked, both totals and details are output for all consignments for all stores.

Consigned Inventory Report

The 'Consigned Inventory Report' provides a view of all parts on consignment by store, by line and across all accounts and ship to addresses, without displaying any accounts and ship to addresses.

 

There are six reporting combinations that yield six different output versions of this report. They are:

 

  • Single store with both sub-totals and details.

  • Single store with sub-totals only.

  • Multi-store consecutive with both sub-totals and details.

  • Multi-store consecutive with sub-totals only.

  • Multi-store summary with both sub-totals and details.

  • Multi-store summary with sub-totals only.

 

The following is an example of the 'Consigned Inventory Report'.

 

 

 
Line
Reports the line code for the selected parts on consignment.

Part Number
Reports the part number for the selected parts on consignment.

Description
Reports the description of the selected parts on consignment.

Consign Qty
Reports the consigned quantity for the parts on consignment.

New Qty
Reports the new quantity of the parts on consignment. (Quantities that have not updated stock).

Cur Cost
Reports the price of the part on consignment.

Core Cost
Reports the price of the core associated with the part on consignment.

Ext Cost $
Reports the total of the 'Cur Cost' column and the 'Core Cost' column for a total price of the part and core associated with the part on consignment.

Consigned Accounts Report

The 'Consigned Accounts Report' displays parts consigned per store and account.

 

There are six reporting combinations that yield six different output versions of this report. They are:

 

  • Single store with both sub-totals and details.

  • Single store with sub-totals only.

  • Multi-store consecutive with both sub-totals and details.

  • Multi-store consecutive with sub-totals only.

  • Multi-store summary with both sub-totals and details.

  • Multi-store summary with sub-totals only.

 

The following is an example of the 'Consigned Accounts Report'.

 

 

 
Location
Reports the location that the consigned parts are located at, for multi-store only.

Account
Reports the consigned account.

Account Name
Reports the Bill To name for the consigned account.

Salesman
Reports the consigned account's salesperson.

Branch ID
Reports the Ship To identifier.

Ship To
Reports the Ship To name for the consigned account.

Line
Reports the line code for the selected parts on consignment.

Part Number
Reports the part number for the selected parts on consignment.

Description
Reports the description of the selected parts on consignment.

Consign Qty
Reports the consigned quantity for the parts on consignment.

New Qty
Reports the new quantity of the parts on consignment. (Quantities that have not updated stock).

Cur Cost $
Reports the price of the part on consignment.

Core Cost $
Reports the price of the core associated with the part on consignment.

Ext Cost $
Reports the total of the 'Cur Cost' column and the 'Core Cost' column for a total price of the part and core associated with the part on consignment.

Consignment Status Report

The following is an example of the 'Consignment Status Report':

 

 

 
Location
Reports the location that the consigned parts are located at, for multi-store only.

Account
Reports the consigned account.

Ship To/Name
Reports the ship to address and name of the consigned account.

Line
Reports the line code for the selected parts on consignment.

Part Number
Reports the part number for the selected parts on consignment.

Description
Reports the description of the selected parts on consignment.

Consign Qty
Reports the consigned quantity for the parts on consignment.

Status
Reports the status of the consignment, blank if open and 'Closed' if closed.

Last Sold Date
Reports the date the last time the part on consignment was sold.

Grand Total
Reports the grand total of all parts on consignment.

Consignment Acknowledgment Report - All Parts

The following is an example of the 'Consignment Acknowledgement Report - All Parts':

 

Consignment Acknowledgment Report - Changes Only

The following is an example of the 'Consignment Acknowledgement Report - Changes Only':

 

 

 
Account
Reports the consigned account.

Ship To
Reports the ship to name of the consigned account.

Address
Reports the ship to address of the consigned account.

Phone
Reports the phone number of the consigned account.

Consignment
Reports the consignment name that was set up on the 'Consignment Setup' tab.

Status
Reports the status of the consignment, blank if open and 'Closed' if closed.

Line
Reports the line code for the selected parts on consignment.

Part Number
Reports the part number for the selected parts on consignment.

Description
Reports the description of the selected parts on consignment.

Consign Qty
Reports the consigned quantity for the parts on consignment.

Notes
Reports any notes that were set up for the consigned part.

Grand Total
Reports the grand total of all parts on consignment for the 'Consignment Acknowledgment Report - All Parts'. Reports the grand total of all part changes on consignment ONLY for the 'Consignment Acknowledgment Report - Changes Only'. 

Customer Signature
Line for the customer to sign and acknowledge the terms of the consignment.

Customer Name Printed
Line for the customer to print their name and acknowledge the terms of the consignment.