To configure and use consignment products, you need to do a couple of things. In this article, all the necessary configurations will be shown.

Note: If you already have a price list and want to change it to a consignment type, start at step 3.

5. Fill in the data:

1 Name and description

2 Uncheck Sales Price List option

3 Check IsConsigna checkbox (mandatory)

4 Click on the Save button

6. Click on the Version option. You will be able to see the new options.

1 Create a new list, click on the new icon

2 Fill the name field, whit the same name used in the Price List option

3 Choose Standard on the Price List Schema options

4 Click on the Save button

Note: If you want to change one of your partners already created, you just have to verify that the Company group has the value of Supplier, and continue from step 4 in the following instructions.

1. Go to the Business Partner

2.Click on the New button and you will be able to see a new window to fill in the details of the new business partner.

3.Fill in the following obligatory fields: Key, First Name, and Tax ID.

4.Select the SUPPLIER option on the Company Group combo

5.Go to the Supplier tab and fill in the following fields

Payment Rule

PO Payment Term

Purchase Pricelist

Provider Type

Operation Type

6. Check Uses consignment option

7. Click on the Save button

8.Click on the Related Warehouses button, you will be able to see a window with the warehouses (Only supply and other type warehouses will be shown, transit type warehouses will not be shown).

9.Choose the warehouses that can make use of the consignment products, and click on the OK button. The system will display a successful message.

10. Add address to Business Partner

1 In the Adress tag, select Add icon

2 Click on update Icon on Adress field and fill in the address information

3 Click on Save button

Remember that is MANDATORY to have a price list of consignment type.

When you create your business partner of consignment type, the system will automatically create a consignment type warehouse.

So in this point, you have:

The next step will be to add the products consignment type to the consignment list

The important thing is that your product has the following values for the options mentioned. Just follow the steps.

1 Go to the Charge Master || window

2 Enter the name product in the product field

3 Click on the search button

4 Click on the product

2. In General Data Tab:

1 Verify that the Type of Product is Item

2 Check Consigned option

3 In the Company field: Enter the name of the consignment hospital, click on the search icon, and select it.

4 Click on the saved icon. This step is very important because if we don't save the product it will not be added to the consigned list.

Note: Automatically the system assigns the consignment list in the purchase price and the consignment storage in the storage tab

3. In Purchase Price Tab:

The purchase prices tab shows the lists in which the product is found.

1 Select the record from the consignment list. Edit the record and add the Min and Pack Price List Piece information

2 Click on the save icon

Warning.

To use a product as a type of consignment you must not be active on any other purchase list. Because you can get an error like the following:

To solve it:

1 Go to the Price List

2 Find the purchase list and the version of the list where the product is. (The error tells you the purchase list where the product is located)

3 Find the product and click on it and uncheck the activate checkbox. Also, delete prices and put them in the consignment list where the product is active

4 Click on the save icon

5 For the changes to work, you must close the Charge Master panel and open it again

You will be able to see that now the consignment list is in the first place.

4. In Storage/Replenish Tab:

1 Verify that the Warehouse/Service has the consignment warehouse of your business partner as a value.

2 Select the Unit of Measure information and Click on the Save button. The system will display a message: Completed.

Now your consignment setup is ready.

You have a consignment list with products ready to be used as consignment type, a

business partner and a consignment warehouse related to warehouses that can make use of such products.

For better control of the consignment administration: It is necessary to create a consignment organization and service unit, to perform the initial loading of consignment products.

Create Client/Organization

Create Service Unit

6. Click on the Warehouse option

7. Click on the new Icon and select the warehouse created

8. Click on the Grid Toggle icon

9. Click on the Warehouse option

10. Select warehouse

11. Check Active checkbox

12. Click on the saved icon

To be able to enter with that service station follow next steps.
​

5. Find and select the Service Unit

6. Click on the Ok button and close the window

7. Click on the Save icon

Note: If you don't have permission to configure these option (Client/Organizaton, Service Unit, Role), request a ticket to the support team.

Log in with your organization and service station, to receive the consignment product.

Service Unit - Hospital Consignment

Note: When receiving consignment material, only the inventory is affected, the accounting is not.

Service Station - Surgery

Service Station - Medical Store

Note: In the Request of Product gif you will be able to see the warehouse before and after the request and delivery product.

When you go through the process of receiving your material, a purchase order is automatically generated.

2. Generate a Material Receipt (Automatic)

When you go through the process of receiving your material, a Material Receipt document is automatically generated.

3.- Charge to Patient (Automatic) - imagen

When you go through the process of requesting a consignment-type product for a patient, the charge for that patient is generated automatically.

E. Consumption of Products on Consignment

Generate the supplier invoice in the Consumption Consignment Product option and import the list of products that were consumed

Service Station - Consumption on Consignment

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