Outside Service Supply Chain Workflow
Overview
There are three basic scenarios for the Outside Service Supply Chain Workflow.
Scenario 1:
Purchasing the Finished Good from the Vendor.
Scenario 2:
Purchasing the Raw Materials from Vendor 1 and sending that Raw Materials to Vendor 2 for packaging service. Vendor 2 provides the packaging materials as part of the packaging service.
Scenario 3:
Purchasing the Raw Materials from Vendor 1.
Purchasing the packaging material from Vendor 3.
Sending both the Raw Materials and the packaging material to Vendor 2 for packaging service.
Abbreviation | Explanation |
|---|---|
FG | Finished Goods |
RM | Raw Materials |
WO | Work Order |
Scenario 1
Ensure the following is set up before proceeding:
Vendor Account from which you will purchase the FG from
Destination Warehouse
FG Item
Create a Purchase Order to purchase the FG Item.
From the Purchase Order page that was created, click on the Create Receipt button. Follow the steps in Create and Post a Warehouse Receipt for detailed steps on creating a Warehouse Receipt and entering Lot Numbers as needed.
Post the Warehouse Receipt.
After receiving the Invoice from the Vendor, create a Purchase Invoice. You may do so through the Purchase Order or the Warehouse Receipt page. Click on the Create Invoice button. Follow the steps in Create and Post a Purchase Invoice for detailed steps on creating a Purchase Invoice.
Review the details and then Post the Purchase Invoice.
Scenario 2
Ensure the following is set up before proceeding:
Vendor Account from which you will purchase the RM
RM Item
Vendor Account for Packaging Service
Packaging Service Vendor warehouse
Destination Warehouse
The Item Formulas and Item Routings for the FG Item
Create a Purchase Order to purchase the RM Item from the RM Vendor. The item should be sent to the Packaging Service Vendor’s warehouse.
From the Purchase Order page that was created, click on the Create Receipt button. Follow the steps in Create and Post a Warehouse Receipt for detailed steps on creating a Warehouse Receipt and entering Lot Numbers as needed.
Post the Warehouse Receipt.
After receiving the Invoice from the RM Vendor, create a Purchase Invoice. You may do so through the Purchase Order or the Warehouse Receipt page. Click on the Create Invoice button. Follow the steps in Create and Post a Purchase Invoice for detailed steps on creating a Purchase Invoice.
Review the details and then Post the Purchase Invoice.
To make the FG, create a WO. The output item selected should have the Item Formulas and Item Routings set up. State the Quantity needed. If setup properly, the work lines will automatically be populated.
Follow the steps in Creating Work Orders with Outside Services to complete the process.
Follow the steps in Process Transfer Orders to transfer inventory from the Packaging Service Vendor’s warehouse to the Destination warehouse.
Scenario 3
Ensure the following is set up before proceeding:
Vendor Account from which you will purchase the RM
RM Item
Packaging material item
Vendor Account(s) from which you will purchase the Packaging Material(s)
Vendor Account for Packaging Service
Packaging Service Vendor warehouse
Destination Warehouse
The Item Formulas and Item Routings for the FG Item
Follow Steps 1-5 in Scenario 2 to purchase the Semi FG Item from the RM Vendor and all the packaging material(s) from the Packaging Material Vendor(s). All purchases should be sent to the Packaging Service Vendor’s warehouse.
Follow Steps 6-8 to make the FG item and transfer the inventory from the Packaging Service Vendor’s warehouse to the Destination warehouse.