Outside Service Supply Chain Workflow Scenarios

Overview

There are three basic scenarios for the Outside Service Supply Chain Workflow in GoldFinch. Each scenario involves different vendor interactions and steps for managing the purchase of raw materials, packaging, and finished goods. Below are the detailed steps for each scenario.

Scenario 1: Purchasing the Finished Good from the Vendor

Set Up Before Proceeding:

• Vendor Account from which you will purchase the Finished Good (FG)

• Destination Warehouse

• Finished Good (FG) Item

1. Purchase the FG Item:

   • Follow the steps in this guide to purchase the FG item.

2. Create Receipt:

   • From the Purchase Order page, click the Create Receipt button. Follow the steps in this guide for creating a Warehouse Receipt and entering Lot Numbers as needed.

3. Post the Warehouse Receipt.

4. Create a Purchase Invoice:

   • After receiving the invoice from the vendor, create a Purchase Invoice through the Purchase Order or Warehouse Receipt page.

   • Follow the steps in this guide to create the Purchase Invoice.

5. Post the Purchase Invoice.

Scenario 2: Purchasing Raw Materials and Sending to Vendor for Packaging Service

Set Up Before Proceeding:

• Vendor Account from which you will purchase the Raw Material (RM)

• RM Item

• Vendor Account for Packaging Service

• Packaging Service Vendor warehouse

• Destination Warehouse

• Item Formulas and Item Routings for the FG Item

1. Purchase the RM Item:

   • Follow the steps in this guide to purchase the RM item from the RM Vendor. The RM should be sent to the Packaging Service Vendor’s warehouse.

2. Create Receipt:

   • From the Purchase Order page, click the Create Receipt button. Follow the steps in this guide for creating a Warehouse Receipt and entering Lot Numbers as needed.

3. Post the Warehouse Receipt.

4. Create a Purchase Invoice:

   • After receiving the invoice from the RM Vendor, create a Purchase Invoice through the Purchase Order or Warehouse Receipt page.

   • Follow the steps in this guide to create the Purchase Invoice.

5. Post the Purchase Invoice.

6. Create a Work Order (WO):

   • To make the FG, create a WO and ensure the Item Formulas and Item Routings are set up correctly. Input the Quantity needed. The Work Lines should populate automatically if set up properly.

7. Complete the Process:

   • Follow the steps in this guide to complete the work order process.

8. Transfer Inventory:

   • After the FG is ready, follow the steps in this guide to transfer inventory from the Packaging Service Vendor’s warehouse to the Destination Warehouse.

Scenario 3: Purchasing Raw Materials and Packaging Materials from Multiple Vendors

Set Up Before Proceeding:

• Vendor Account from which you will purchase the RM

• RM Item

• Packaging Material Item

• Vendor Account(s) for purchasing Packaging Materials

• Vendor Account for Packaging Service

• Packaging Service Vendor warehouse

• Destination Warehouse

• Item Formulas and Item Routings for the FG Item

1. Purchase RM and Packaging Materials:

   • Follow Steps 1-5 in Scenario 2 to purchase the RM from the RM Vendor and all packaging materials from the Packaging Material Vendor(s). Ensure that all purchases are sent to the Packaging Service Vendor’s warehouse.

2. Make the FG Item:

   • Follow Steps 6-8 in Scenario 2 to create the FG item and transfer inventory from the Packaging Service Vendor’s warehouse to the Destination Warehouse.

By following the appropriate steps for each scenario, you can effectively manage the supply chain for Outside Services in GoldFinch, ensuring efficient procurement and production processes for finished goods.