Setup reference

This page lists every field that Bitta Consignment adds, where to find it, what it does and its default. Open Consignment Setup by searching for it, or from the Consignment menu on the role center.

Consignment Setup

Numbering

Field	What it does	Default
Document Nos.	The general number series for consignment documents. A document type whose own series below is blank uses it	CONS-DOC after the assisted setup
Posted Document Nos.	The general number series for posted consignment documents. A document type whose own posted series below is blank uses it	CONS-POST after the assisted setup

Each document type has its own number series and posted number series, as base Business Central has for sales and purchase documents. A new document takes the series of its type; when it is posted, the posted document takes the posted series of its type. Leave a type's series blank to use the general series above. If neither is filled in, creating or posting the document stops with an error that names the field and opens Consignment Setup.

Vendor Document Numbers

Field	What it does	Default after the assisted setup
Receipt Nos. / Posted Receipt Nos.	The number series for consignment receipts and posted receipts	CONS-RCPT (CRC000001) / CONS-PRCPT (CPRC000001)
Adjustment Nos. / Posted Adjustment Nos.	The number series for consignment adjustments and posted adjustments	CONS-ADJ (CAJ000001) / CONS-PADJ (CPAJ000001)
Transfer Nos. / Posted Transfer Nos.	The number series for consignment transfers and posted transfers	CONS-TRF (CTF000001) / CONS-PTRF (CPTF000001)
Physical Count Nos. / Posted Physical Count Nos.	The number series for consignment physical counts and posted counts	CONS-CNT (CCN000001) / CONS-PCNT (CPCN000001)
Return to Vendor Nos. / Posted Return to Vendor Nos.	The number series for returns to vendor and posted returns	CONS-RTV (CRV000001) / CONS-PRTV (CPRV000001)
Ownership Change Nos. / Posted Ownership Change Nos.	The number series for ownership changes and posted ownership changes	CONS-OWN (COC000001) / CONS-POWN (CPOC000001)
Replenishment Request Nos.	The number series for replenishment requests to vendors. Requests are never posted, so there is no posted series	CONS-RREQ (CRQ000001)

Customer Site Document Numbers

Field	What it does	Default after the assisted setup
Usage Report Nos. / Posted Usage Report Nos.	The number series for usage reports and posted usage reports	CONS-USE (CUR000001) / CONS-PUSE (CPUR000001)
Site Count Nos. / Posted Site Count Nos.	The number series for site counts and posted site counts	CONS-SCNT (CSC000001) / CONS-PSCNT (CPSC000001)

Vendor Consignment

Field	What it does	Default
Purchasing Code	The purchasing code that marks a sales line as a consignment sale. Only codes with Consignment selected can be chosen; they always use drop shipment	CONSIGN
Source Code	The source code stamped on consignment ledger entries	CONSIGN after the assisted setup
Create Purchase Orders	When the vendor purchase orders for consignment sales lines are created: Manual (only with the Create Consignment Purchase Orders action), On Release of the sales order, or On Posting of the shipment	On Release
Availability Check	What happens when a consignment sales line asks for more than the vendor's available stock while it is entered or released: None, Warning (a notification) or Error. Posting always stops when stock is missing	Error
Quotes Commit Stock	Consignment lines on sales quotes count as committed stock and are checked for quantity	Off
Auto-Assign Tracking	Whether serial and lot numbers of consignment stock are assigned automatically when a sales order is released: Never, FIFO (oldest received first) or FEFO (first expiring first)	FIFO
Split Lines by Vendor	A sales line that takes stock of two vendors in Select Consignment Stock is split into one line per vendor, so each vendor gets its own purchase order line. When off, you can choose stock of one vendor per line only	On
Return to Consignment	Whether a customer return of a sold consignment unit goes back to the vendor's consignment stock: Ask on each line, Always or Never	Ask
Value Vendor Stock	Stores an informational unit cost on consignment receipts, so the value of vendor stock on hand can be shown. The Unit Cost (LCY) column of receipt and adjustment lines is shown only when this is on (never at a Warehouse Mode location). The value never posts to the general ledger	Off
Buy Out at Consumption	When production, assembly or a project consumes stock at a vendor consignment location and your own stock there is not enough, the missing quantity is bought out of vendor stock with an ownership change posted together with the consumption. Vendor cards can override it. Not at Warehouse Mode locations. See Buy-out and aging	Off

Warehouse Mode

Field	What it does	Default
Consignment Item Charge No.	The item charge that settlement invoices use to pay vendors for units sold or bought out at Warehouse Mode locations	Empty; set by Set Up Consignment Warehouse Mode
Consignment Gen. Bus. Posting Group	The general business posting group of the zero-price consignment purchase orders and settlement charge lines. Empty uses the vendor's group	Empty

The Navigate tab of the page opens Set Up Bitta Consignment, Purchasing Codes, Locations, Customers, Bitta Consignment License, Consignment Journal Batches and Set Up Consignment Warehouse Mode. The page's About tip explains the two ways to hold vendor stock; see Warehouse Mode. To create a consignment site, choose Customers, open the customer card and choose Create Consignment Site.

Customer Consignment

Field	What it does	Default
Site Template Location	The location whose settings and inventory posting setup are copied when you create a consignment site for a customer	Empty
Replenish-from Location	The location that customer sites are replenished from and that returned site stock goes back to	Empty
Post Usage Invoices	The sales invoice that a usage report or a site count creates is posted right away. When off, it is left open for review	Off
Shortage Handling	The default for new consignment customers: a shortage found by a site count is Invoice Customer or Write Off	Invoice Customer
Include Consignment Stock in Credit Check	The credit limit check adds the value of your stock at a customer's sites to what the customer owes, for customers that have Include Stock in Credit Check on. When off, the credit limit check is unchanged	Off

Expiry Alerts

Field	What it does	Default
Expiry Alert Days	How many days ahead stock counts as expiring soon on the Lots Expiring Soon cue and its notification, for vendor stock and your stock at customer sites. Expired stock is included. 0 switches the alerts off	30

Scanning

Field	What it does	Default
Ask for Lot Quantity on Scan	Scan Lines asks for the quantity when you scan a lot number. When off, each scan of a lot adds one unit. Users can change it on the Scan Lines page for one session	Off

Vendor card

Group Consignment:

Field	What it does	Default
Consignment Vendor	The vendor places stock with you on consignment. The stock stays the vendor's until you sell it or buy it. Only consignment vendors can be chosen on consignment documents. The other fields below can be changed only when this is on	Off
Consignment Location	The location that new consignment documents for the vendor use. Only locations with Vendor Consignment can be chosen. The vendor's own Location Code on the Receiving FastTab is a different field	Empty
Settlement Method	How the vendor is paid for sold stock: Purchase Price (the normal purchase price) or Percent of Sales Price	Purchase Price
Vendor Share %	The percentage of the sales price the vendor is paid with Percent of Sales Price, from 0 to 100. Editable only with that method. The item vendor catalog can override it per item	0
Aging Period	How long the vendor's stock can stay on hand before the aging action applies, for example 90D	Empty
Aging Action	What happens to stock older than the aging period: None, Notify, Propose Ownership Change or Propose Return	None
Buy Out at Consumption	Whether the vendor's stock is bought out automatically when production, assembly or a project consumes it: Use Setup (as Consignment Setup says), Yes or No	Use Setup
Send Statement	The monthly statement job emails the vendor its consignment statement. See Vendor settlement	Off
Statement Sent Through	The last day of the last month the job sent the statement for. Clear it to send that month again	Empty

In filters, reports and exports the fields keep their full names (Consignment Location Code, Consignment Settlement Method and so on).

The vendor card also has the actions New Document > Consignment Receipt, Consignment Documents, Consignment Ledger Entries and Consignment Stock, the Consignment FactBox, and, for consignment vendors, a Consignment group on the action bar with Consignment Settlement, Consignment Statement (print or send), Suggest Replenishment Requests and Consignment Replenishment Requests.

Stockkeeping unit card

Group Consignment (vendor consignment locations only; the vendor asked is Vendor No. on the Replenishment FastTab, which must be a consignment vendor):

Field	What it does	Default
Consignment Reorder Point	Vendor stock, in the base unit of measure, at or below which Suggest Replenishment Requests asks the vendor for more	0
Consignment Maximum Inventory	The vendor stock a request fills up to. It cannot be below the reorder point	0

See Ask vendors for stock.

Item Vendor Catalog

Field	What it does
Consignment Vendor Share %	The share of the sales price the vendor is paid for this item. When it is 0, the share on the vendor card applies

Customer card

Group Consignment:

Field	What it does	Default
Consignment Customer	The customer holds your stock on consignment at one or more sites and is invoiced for what it uses	Off
Shortage Handling	Whether a shortage that a site count finds is invoiced to the customer or written off	The setup's Shortage Handling when you switch on Consignment Customer
Include Stock in Credit Check	The value of your stock at the customer's sites counts against the customer's credit limit. Works only when Include Consignment Stock in Credit Check is on in Consignment Setup	Off
Consignment Stock at Sites (LCY)	The value at cost of your stock at the customer's sites (read-only). Also on the Customer Statistics FactBox
Send Statement	The monthly statement job emails the customer the consignment statement of its sites	Off
Statement Sent Through	The last day of the last month the job sent the statement for. Clear it to send that month again	Empty

For consignment customers, the customer card also has New Document > Consignment Usage Report and Consignment Site Count, Navigate > Consignment Sites, Consignment Usage Reports and Consignment Site Counts, and a Consignment group with Create Consignment Site, Suggest Site Replenishment, Return Site Stock and Consignment Statement.

Location card

Group Consignment:

Field	What it does
Vendor Consignment	Vendor-owned consignment stock can be held at the location. Not allowed on in-transit locations or on customer sites
Consignment Warehouse Mode	Vendor stock at the location is native inventory at zero value, so warehouse documents and scanners handle it. It is switched on only with Set Up Consignment Warehouse Mode (action on the location card), which checks the setup first; it can be switched off here while the location holds no stock. See Warehouse Mode
Site Customer No.	The consignment customer whose site this location is. The stock at the location is still yours. Filled in by Create Consignment Site; read-only on a vendor consignment location
Site Ship-to Code	The customer's ship-to address that the site belongs to

Purchasing Codes

Field	What it does
Consignment	Sales lines with this purchasing code sell vendor-owned consignment stock. Selecting it selects Drop Shipment; a consignment code cannot be a special order

Item card

Group Consignment (information only):

Field	What it shows
Consignment Qty.	How many units vendors hold with you on consignment, in the base unit of measure. This stock is not part of your inventory
Consignment Qty. on Sales Orders	How many units consignment sales order lines still have to ship

While vendor stock of an item exists, you cannot delete the item or change its Base Unit of Measure or Item Tracking Code.

Sales quote and order lines

Field	What it does
Purchasing Code	Choose the consignment purchasing code to sell vendor stock. Shown on quote and order lines
Consignment Vendor No.	The consignment vendor whose stock the line sells. Proposed as the vendor with the oldest stock at the location
Consignment Bin Code	The bin that the consignment stock is taken from. The native Bin Code stays empty on drop shipments

The purchase order header has a Consignment field that shows the order buys or returns vendor consignment stock.

Consignment Journal Batches

Field	What it does
Name	The name of the batch
Description	A description of the batch
No. Series	Proposes the document number on new journal lines. The DEFAULT batch gets CONS-JNL; batches you create have none until you set it
Reason Code	The reason code that new journal lines take

What's next

The settings explained in context: Getting started.