Consignment and grower return parameters
The Aptean consignment and grower return parameters control default settings and controls that have an impact on consignment traceability. The parameters also determine options that apply when consignment charges are raised and how consignment records are numbered. Grower return parameters are covered in a separate section of this guide.
Set up Grower return parameters
Go to Aptean consignment > Setup > Consignments and grower return parameters.
Some of the options, such as trading basis, are associated with the General tab. You can assign a workflow default through the Grower return tab. You can also set up number sequences associated with grower return records using the Number sequences tab.
These fields relate to the records associated with Aptean Grower return parameters:
| Field name | Description |
|---|---|
| General tab | |
| Consignment defaults | |
| Trading basis | The following options are available: ‘Commission’, ‘Purchase’, ‘Grade-out’, ‘Pack-out’ or blank. Leave blank if you do not want to set a default trading basis for new suppliers. Choose ‘Grade Out’ if the trading basis is for graded goods; that is, the price paid to the supplier is based on the quantity of usable goods obtained after they have been graded. Choose ‘Pack Out’ if the trading basis is for graded and packed goods; that is, the price paid to the supplier is based on the quantity of sale-able goods obtained after they have been graded and packed. Choose ‘Commission’ if the price paid is calculated from the total revenue to be retained against sales of goods derived from the consignment. Choose ‘Purchase’ for normal purchase order trading basis where purchase orders are for raw materials. Because these options are defaults, it is possible to set them at supplier level in which case the supplier settings will take precedence when a consignment are created. |
| Commission basis | The following options are available: ‘Fixed amount’, ‘Income %’, ‘Margin %’. Choose ‘Fixed Amount’ if you want to specify a fixed rate for the consignment. You enter the rate in the Commission rate field. For example, 1,000 could mean a fixed commission of £1,000 regardless of the amount of revenue. Choose ‘Income %’ if you want to specify a percentage of sales income. For example, if you enter 10 in the percentage in the Commission rate field, it would mean commission of 10% of the revenue total. Choose ‘Margin %’ if you want to specify a percentage of sales income less certain costs. For example, if you enter 10 the percentage in the Commission rate field, it would mean commission of 10% of the profit (revenue less costs). |
| Commission rate | Enter the fixed rate or percentage according to the settings chosen previously. |
| Accounting rules tab | |
| Consignment Cost Apportionment Defaults | |
| Check context completeness | Select if you want the system to skip validations of open production orders with the same context. This helps to improve performance for companies without production process or with unique context per lot. The available options are:
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| Consignment cost apportionment method | Select the method used for apportionment costs when consignment has different products with different inventory units . The available options are:
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| Equality unit | Select the equality unit used for consignment cost apportionment between products with different inventory units. This field is editable only when the Consignment cost apportionment method field value is set to Equality unit. |
| Grower return tab | |
| Grower return workflow | Choose a grower return workflow from the list. This will be the one used for determining the grower returns process in conjunction with consignments. |
| Number sequences tab | |
| Sequences | Choose the number sequence that is to be used for grower returns, confirmation IDs, self-billing invoices and accrual. |
Set up consignment parameters
Go to Aptean consignment > Setup > Consignment and grower return parameters.
Use this page to set up Aptean consignment parameters. The parameters are accessed via links according to their overall use.
You can use consignment parameters to help with the following tasks:
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Choose how certain features are used when managing consignment.
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Enter default information that is used by Aptean consignment if the information has not been specified at a lower level.
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Select number sequences for a section.
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Set account and charge calculation details for consignments.
Navigate the Consignment and grower return parameters page
The following tables provide descriptions for the controls in this page.
| Tab | Description |
|---|---|
| General | View or modify information about default values and controls that affect consignment records. Some defaults apply when new supplier records are created. You can override on the supplier card subsequently. The settings determine the trading and commission basis for consignments of own inventory. |
| Accounting rules | View and set accounting rules |
| Grower return | View and set grower return workflow. |
| Number sequences | View and set up number sequences. |
Set up Aptean consignment parameters
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Go to Aptean Consignment > Setup > Consignment and grower return parameters.
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On the Consignment and grower returns parameters page, click the navigation link according to which section of controls you want to set.
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Select the related tabs and set the parameters are required.
Consignment parameters fields
These fields relate to the records associated with Aptean consignment parameters.
Refer to the following table for information on tabs and the consignment and grower return parameters that you can set on each tab.
| Field name | Description |
|---|---|
| General FastTab | |
| Auto-create consignments | Set the option if you want consignments to be created automatically from purchase orders. If this option is cleared, you need to use the Planned consignments function to create the consignment documents for registration and further processing. |
| Auto-create consignment method | Set the option that determines how consignments are to be created from purchaser orders or third party receipts. You can choose from one of the following options: ‘Receiving document’, ‘Receiving document line’, ‘Produce type’ or ‘Produce variety’. For example, if you choose ‘Receiving document’, then an entire purchase order or third party receipt would be the basis of a consignment. The consignment would remain open if it is only partially received, so the consignment is not complete until the whole originating document is received. If you choose ‘Receiving document line’, then each line received for a purchase order or third party receipt constitutes a single consignment. Similarly, consignments can be based on a particular produce type or variety, so receipt of each new product type or variety results in a new consignment. |
| Pool Grouping By | Chose the option according to how you want consignments to be pooled. You have six options. Leave blank for no pooling. Choose Promotion if you want to use the Aptean promotion facility to. determine pooling. Chose Produce type if you want the pooling to be based according to the Aptean produce type dimension. Choose Item group if you want pooling according to the item record group, Choose Vendor group if you want pooling according to vendors who are members of the same vendor group. Choose Purchase pool if you want pooling on an order by order basis. |
| Consignment defaults | |
| Trading basis | The following options are available: ‘Commission’, ‘Purchase’, ‘Grade-out’, ‘Pack-out’ or blank. Leave blank if you do not want to set a default trading basis for new suppliers. Choose ‘Grade Out’ if the trading basis is for graded goods; that is, the price paid to the supplier is based on the quantity of usable goods obtained after they have been graded. Note that the grade out trading basis is not supported for consignment pooling. Choose ‘Pack Out’ if the trading basis is for graded and packed goods; that is, the price paid to the supplier is based on the quantity of saleable goods obtained after they have been graded and packed. Note that the pack out trading basis is not supported for consignment pooling. Choose ‘Commission’ if the price paid is calculated from the total revenue to be retained against sales of goods derived from the consignment. Choose ‘Purchase’ for normal purchase order trading basis where purchase orders are for raw materials. Because these options are defaults, it is possible to set them at supplier level in which case the supplier settings will take precedence when a consignment are created. |
| Commission basis | The following options are available: ‘Fixed amount’, ‘Income %’, ‘Margin %’. Choose ‘Fixed Amount’ if you want to specify a fixed rate for the consignment. You enter the rate in the Commission rate field. For example, 1,000 could mean a fixed commission of £1,000 regardless of the amount of revenue. Choose ‘Income %’ if you want to specify a percentage of sales income. For example, if you enter 10 in the percentage in the Commission rate field, it would mean commission of 10% of the revenue total. Choose ‘Margin %’ if you want to specify a percentage of sales income less certain costs. For example, if you enter 10 the percentage in the Commission rate field, it would mean commission of 10% of the profit (revenue less costs). |
| Commission rate | Enter the fixed rate or percentage according to the settings chosen previously. |
| Purchase order | |
| Synchronize purchase price to consignment | Set the option if you want the purchase price for items within a consignment to be synchronized to the consignment transaction. In this case, when a purchase order price is updated during the life cycle of the consignment, the change in cost is reflected on the consignment record automatically and within the general ledger, for example, with additional accrual. |
| Posting mode | |
| Asynchronous | Set the option if you want the purchase price for items within a consignment to be synchronized to the consignment transaction. In this case, when a purchase order price is updated, the change in cost is reflected on the consignment record automatically. |
| Automatic charge posting | Set this option if you do not want consignment charges to be posted automatically according to the process. You can update consignment lines using the Update consignment lines button on the page. |
| Accounting rules FastTab | |
| Charge defaults | |
| Stock item charge code | Choose the charge code that applies for stock items. |
| Stock credit charge code | Choose the charge code that applies for stock credits. |
| Commission charge code | Choose the charge code that applies to commissions. |
| Production labor | Choose the charge code that applies to labour. |
| Production packaging | Choose the charge code that applies to production packaging. |
| Production overhead | Choose the charge code that applies to production overheads. |
| Logistics in-bound charge | Choose the charge code that applies to inbound logistics. |
| Logistics outbound charge | Choose the charge code that applies to outbound logistics. |
| Logistics transfer charge | Choose the charge code that applies to logistics transfers. |
| Production charges by routing cost categories | Set this option if production charges are aligned with routing cost categories. |
| Consignment charge apportion defaults | |
| Consignment cost apportion method | Choose one of the following methods for apportioning consignment costs: ‘Forecast’, ‘Quantity’, ‘No. of pallets’ or ‘Accruals’. |
| Rule priority over manual entry | Set this option if consignment charge rules take priority over manual entries. |
| Document charges apportionment method | |
| Document charges apportionment method | Choose one of the following methods for apportioning document charges: ‘Quantity’, ‘Weight’ or ‘Logistics unit’. |
| Rule priority over manual entry | Set this option if consignment charge rules take priority over manual entries. |
| Consignment | |
| Check net zero impact on G/L | Choose between a warning, error or no action of there is a net zero impact on the general ledger for a consignment. |
| Charge rate conversion for UOM | Where the calculation method is set to ‘UOM’, you can have consignment charge rates with the same hierarchy level and the same setups. For example, you might have a rate per KG and a different rate per box, and either could apply depending on transaction unit. If this option is cleared, you can have different overlapping rules for calculation type UOM and the system will pick the one based on matching unit, even if a conversion exists. If this option is set, two rules for same UOM calculation type would create conflict and not be allowed. Note that for all other calculation methods, a change in calculation method means you need to create a new version. So, if you created a new record for same rule criteria, but using different calculation methods, overlaps would not be allowed. |
| Grower return FastTab | |
| Workflow | Choose the default workflow for grower returns. |
| Number sequences FastTab | |
| Sequences | Choose the number sequence that is to be used for consignments, grower returns, grower return confirmation IDs, self-billing invoices, accrual voucher series and grower return pools. |