Setting up the basic data and warehouses for DC1 Contract Managed Inventory (CMI)

Differentiating your warehouses

The Stock Ownership functionality must be activated together with the DC1 Contract Managed Inventory (CMI) application, since it is this functionality that controls the setup of the warehouses. The concepts of handling physical and financial stock separately are all based on the Stock Ownership foundation which differentiates the warehouses into physical, normal and logical warehouses. The Whs characteristic flag becomes available in the Warehouse table when the Stock Ownership functionality is activated. The type of warehouse is determined by this Whs characteristic setting.

There are specific Warehouse characteristic codes that must be assigned to the warehouse for each type of inventory contract you plan on entering into. Not all of the inventory contract types supported with DC1 Contract Managed Inventory involve the physical storage of external stock in your warehouse. When the inventory contract type does not involve the physical storage of external stock, a “Logical” warehouse must, nevertheless, be set up to control the financial aspects of the stock you are purchasing/selling. See the warehouse setup scenarios for the types of inventory contracts required for your business for specific instructions.

Graphical illustration of inventory contract types

Whs characteristic	Applicable for	Definition
If you have one or several external owners of items that are included in your stock at your warehouse site, you must set up as many of the following “Logical” warehouses as required and one Physical warehouse. If you use locations in your physical warehouse, you can also set the system up as you see fit when it comes to the owner of the locations in your warehouse, choosing from three possibilities. See Location handling for several external owners below.
5	Supplier Consignment Stock (SCS) at your (the wholesaler) warehouse site (applies for “normal” SCS contract handling and Logistic SCS contract handling)	“Logical” warehouse specifically for this type of inventory contract.
6	Customer Deposit Stock (CDS) at your (the wholesaler) warehouse site	“Logical” warehouse specifically for this type of inventory contract.
9		Physical warehouse
The following do not require a designated physical warehouse since the stock is not physically stored at your warehouse site. If you plan on entering into any of the following inventory contract types with your business partners, you must set up the following “Logical” warehouses. Note: You do not have to create one WCS- or WDS-warehouse per business partner. The same logical warehouse can be used for several inventory contracts with different business partners. The only limitation is that you have to define a country code for your warehouse (used for, e.g., VAT and Intrastat). Hence, the business partners that share the same logical warehouse must be located in the same country.
3	Wholesaler Consignment Stock (WCS) at your customer’s warehouse site	“Logical” warehouse specifically for this type of inventory contract.
4	Wholesaler Deposit Stock (WDS) at your supplier’s warehouse site	“Logical” warehouse specifically for this type of inventory contract.
The following do not require a designated physical warehouse since none of the stock, (with the exception of Customer Buffer Stock (CBS)), is physically stored at your warehouse site. (Contract Managed Inventory that deals with Customer Buffer Stock (CBS) is your internally owned stock that is physically stored at your warehouse site. With this type of inventory contract you are promising to keep a buffer stock (i.e. certain quantity of certain items) for a specific customer. This internally owned buffer stock must be sold via an inventory contract and requires that a normal or logical (Trade) warehouse is set up. See Setting up the stock ownership functionality for the applicable instructions depending on the number of owners.) If you plan on entering into any of the following inventory contract types with your business partners, you must set up as many of the following warehouses as required for your supplier(s) or customer(s):
1 or 2	Wholesaler Buffer Stock (WBS) at your supplier’s warehouse site Deferred Indent Stock (DIS) at your customer’s warehouse site	You can use any warehouse with warehouse characteristic 1 (Normal) or 2 (Trade) that you normally use when you sell the item as long as the cost centre on the warehouse is correct, since stock on hand will never be updated.

Location handling for several external owners

If you plan on storing/selling items for the following types of inventory contracts:

Customer Deposit Stock (CDS) at your (the wholesaler) warehouse site
Supplier Consignment Stock (SCS) at your (the wholesaler) warehouse site (for “normal” SCS contract handling and/or Logistic SCS contract handling)

and you have several external owners of the items in your stock, and you allocate your stock into locations in your physical warehouse, you can set the system up as you see fit when it comes to the owner of the locations in your warehouse, choosing from the following three possibilities:

No owner per location
You do not wish to keep track of the location owners and the items will just be placed in locations. The physical warehouse will hold the total quantity for all logical warehouses that are linked to the physical. You do not want to keep control over which location in the warehouse belongs to which owner.
Owner per location, but with no owner restriction
This kind of setup would be applicable if you do not want to mix the owners of goods in locations and you do not care in which location the goods are placed, but you do want everything that is placed in one location to be owned by one owner, regardless of the owner.
Owner per location, with owner restriction
If you want to place a more strict control over the owners of your locations, you can set the system up with location owner groups. It will still only be possible to have goods belonging to one owner in one location, but you can control which owner will be allowed to store the items in that location.

Location/external owner field

The following applies for all three of the above-mentioned possibilities:

There are three Location owner related fields for external owners that can be defined on the following levels:

Warehouse level (Work with Warehouses) – mandatory YES/NO setting
Item/Warehouse level (Work with items, Warehouse Management panel)
Business partner level (Work with business partner file maintenance, Basic data panel)

The system will search in the following sequence when determining if location control should be implemented in your physical warehouse for externally owned goods:

Business partner level
Item/Warehouse level
Warehouse level

When the system is determining whether or not location/external owner is active for the current business partner/item/warehouse, it will first check the business partner. If the business partner has anything defined in the Location/ext owner field, this value will determine the current situation. If the field is set to NO, location/external owner is not active. If the field is set to YES, location/external owner will apply. But if nothing is defined for the business partner (blank), the system will continue and check the item/warehouse record. The same check will take place for the item/warehouse. If something is defined in the Location/ext owner field, this is what will apply (i.e. either NO or YES). But if nothing is defined for the item/warehouse either (the field is blank), the value from the warehouse will be used to determine whether or not location/external owner will apply. When CMI is activate, it is mandatory to define a YES/NO setting for this field on warehouse level.

See the following for the specific setup instructions:

Setup – Customer Deposit Stock (CDS) at your warehouse site – one external owner
Setup – Customer Deposit Stock (CDS) at your warehouse site – several external owners with no owner per location
Setup – Customer Deposit Stock (CDS) at your warehouse site – several external owners with owner per location, but no owner restriction
Setup – Customer Deposit Stock (CDS) at your warehouse site – several external owners with owner per location, but with owner restriction
Setup – Supplier Consignment Stock (SCS) at your warehouse site – one external owner
Setup – Supplier Consignment Stock (SCS) at your warehouse site – several external owners with no owner per location
Setup – Supplier Consignment Stock (SCS) at your warehouse site – several external owners with owner per location, but no owner restriction
Setup – Supplier Consignment Stock (SCS) at your warehouse site – several external owners with owner per location, but with owner restriction

Handling stock take differences for several external owners

When you have several external owners of the items in your stock and you perform a stock take for the physical warehouse, and there is a difference between the counted quantity in your physical warehouse compared to what the system states, you need to decide how the difference (gain or loss) is apportioned among the owners (i.e. who should take the loss or gain the extra item that is counted). The Stock/owner flag setting on the physical warehouse denotes how the difference should be apportioned.

If you set this flag to NO, the system will automatically calculate the difference and disperse the gain or loss to the owner (the logical warehouse) that (in the books) has the highest percentage of total stock in the physical warehouse.
If you set the flag to YES, you can decide for yourself how much of the gain or loss each owner will take. You will be able to drill down on the logical warehouses in the Work with stock take routine and enter the actual counted quantity per owner. Note:
It is strongly recommended that the flag is set to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate.

Example:
Assuming there is 1000 of one item, the person doing the stock take does not know who the owner is. 500 could be owned by CCA (logical whs 1), 300 could be owned by CCB (logical whs 2), 200 could be owned by CCC (logical whs 3).

If the system says that you have 1000 in stock, but you only count 994, then there is a stock take difference. According to the system, CCA owns 50% of the existing items, CCB owns 20% and CCC owns 20%.

If the Stock/owner flag is set to NO on the physical warehouse, the system will automatically calculate and apportion the loss accordingly for this example: CCA will take 50% of the loss (3). CCB will take 30% of the loss (2), and CCC will take 20% of the loss (1).

If the Stock/owner flag is set to YES on the physical warehouse, you decide what percentage of the loss each owner will receive by manually entering the actual counted quantity for each owner.

Stock take/owner field

There are two Stock take owner fields for external owners that can be defined on the following levels:

Warehouse level (Work with Warehouses)
Item/Warehouse level (Work with items, Warehouse Management panel)

The system will search in the following sequence when determining if stock take/owner should be implemented in your physical warehouse for externally owned goods:

Item/Warehouse level
Warehouse level

When the system is determining whether or not stock take/owner is active for the current item/warehouse, it will first check the item/warehouse management record for the physical warehouse. If the item/physical warehouse has anything defined in the Stock take/owner field, this value will determine the current situation. If the field is set to NO, stock take/owner is not active. If the field is set to YES, stock take/owner will apply. But if nothing is defined (blank), the system will continue and check the warehouse record. The value from the physical warehouse will be used to determine whether or not stock take/owner will apply.

Setting up the basic data

The following outlines the necessary requirements.

File/Table

To do

Function control file

Activate the following mandatory function:

STKOWNER (Stock Ownership)

The following functions are optional:

CMI-BATH (CMI Batch handling)

If you activate this function, the system will control and validate the matching between an Inventory contract line and a Batch number, i.e. each batch must be attached to a unique Inventory contract line during reception of goods on the line as well as during the picking of a batch on the line. In other words, there will not be any possibility to receive or pick two different inventory contract lines with the same batch number.

If you do not activate this function, the system will not control the matching between an Inventory contract line and a Batch number. The user will be able to receive/pick items with the same batch more than one time (as new lines) for one inventory contract.

Note: This function cannot be changed from active to non-active if there are any inventory contracts associated with the batch in the Batch file.

CMI-MULT (CMI Multiple reception)

This is valid for CDS-, SCS-, Logistic SCS-, WCS-, and WDS inventory contracts. To initialize a contract line for these types of inventory contracts a “supply” needs to be performed. This function controls if multiple supplies (receptions) are allowed. It works as follows:

If you activate this function, and:

a contract quantity is defined for the contract line, you will be able to initialize the same inventory contract line multiple times but you are limited by the line quantity (i.e. the summarized quantity cannot be higher than the contract quantity limit). You will also be able to increase the contract quantity when needed and then perform a “supply” to initialize that increased quantity.
a contract quantity is not defined for the contract line, you will be able to initialize the contract line multiple times; you are not limited by the line quantity. In other words, you will be able to constantly supply the line as needed.

If you do not activate this function, and:

a contract quantity is defined for the contract line, only one reception will be allowed for the inventory contract line to initialize the line. Hence, if the entire contract quantity is not received you will not be able to perform another “supply” to receive the remaining quantity. In addition, you will not be able to increase the contract quantity.
a contract quantity is not defined for the contract line, you will only be able to perform a “supply” once to initialize the line.

ICFULLQT (Inv contract line, full qty)

This function works together with auto sourcing of sales order lines. When the user creates sales orders using normal sales order entry, no reference against an inventory contract needs to be made. Items are entered and if auto sourcing is configured to be processed it will be processed. As a result of the auto sourcing, the sales order line may be sourced using an inventory contract. When a sales order line is sourced using an inventory contract a quantity and a warehouse is already provided from the inventory contract; the automatic fulfillment will be turned off in order to avoid split on different warehouses or adjustment of quantity.

When open and valid inventory contract lines are searched during the auto sourcing, the order of the searched lines will first be based on which is the nearest end date to the sales order date, and then the oldest reception dates (e.g. if several lines exist that have no end date defined).

If you do not activate this function control, the system will stop the search when the first valid and open inventory contract line is found. If you activate this function control, the system will try to find an inventory contract line where available quantity is equal to or higher than requested quantity.

(See Availability control and auto-sourcing in Setting up and initializing the inventory contracts for DC1 Contract Managed Inventory (CMI) for more information).

Work with companies

Activate the CMI (DC1 Contract Managed Inventory) application.

Work with G/L control file and Work with chart of accounts

Make sure all cost centres that you will connect to normal and logical warehouses are registered.

Work with countries

Make sure all countries in which you conduct trade are registered.

Extended number series

This is optional. If you want to let the system automatically assign inventory contract ID’s to your inventory contracts that you will create, create a number series that will be used for the inventory contracts ID’s. The number of digits in the number series must be in the range of 1-15. Define the First number to use (the number with which the series should start) and the Last number to use (the number with which the series should end).

Work with warehouses

Set up the warehouses as required. See Setting up the warehouses below for general information and the following for the specific set up instructions:

Setup – Customer Deposit Stock (CDS) at your warehouse site – one external owner

Setup – Customer Deposit Stock (CDS) at your warehouse site – several external owners with no owner per location

Setup – Customer Deposit Stock (CDS) at your warehouse site – several external owners with owner per location, but no owner restriction

Setup – Customer Deposit Stock (CDS) at your warehouse site – several external owners with owner per location, but with owner restriction

Setup – Supplier Consignment Stock (SCS) at your warehouse site – one external owner

Setup – Supplier Consignment Stock (SCS) at your warehouse site – several external owners with no owner per location

Setup – Supplier Consignment Stock (SCS) at your warehouse site – several external owners with owner per location, but no owner restriction

Setup – Supplier Consignment Stock (SCS) at your warehouse site – several external owners with owner per location, but with owner restriction

Setup – Wholesaler Consignment Stock (WCS) at your customer’s warehouse site

Setup – Wholesaler Deposit Stock (WDS) at your supplier’s warehouse site

Setup – Customer Buffer Stock (CBS) at your warehouse site

Setup – Wholesaler Buffer Stock (WBS) at your supplier’s warehouse site

Setup – Deferred Indent Stock (DIS) at your customer’s warehouse site

Work with items

Make sure your items are registered. (Items defined as order structure parents are not supported for inventory contracts; the Structure type field on the Basic data panel must be blank).

For each item, activate the applicable warehouse.

If location owner handling was defined for an activated physical warehouse, and you want to override the Location/ext owner setting that was defined for the warehouse, and instead define it per item that is stored in this warehouse, set the Location/ext owner field on the Work with items, Warehouse management panel to that applicable (YES or NO). (See Location/external owner field under Location handling for several external owners for more information.)

If stock take/owner handling was defined for an activated physical warehouse, and you want to override the Stock take/owner setting that was defined for the physical warehouse, and instead define it per item that is stored in this warehouse, set the Stock take/owner field on the Work with items, Warehouse management panel to that applicable (YES or NO). (See Stock take/owner field under Handling stock take differences for several external owners for more information.)

Note: If you plan on entering into a Wholesaler Buffer Stock (WBS) inventory contract, any sales for a WBS-contract line will always take place via a BtB sales order line. When you (eventually) create the inventory contract line, the item’s warehouse must be valid for BtB. Hence, make sure that the Direct or Transit flag is set to YES for the warehouse that is activated for the item. The purchase order type used for the type of delivery (direct or transit) must also be defined for the warehouse in the Order type direct, or Order type transit fields (depending on the type of delivery).

Work with business partners

Make sure your business partners are registered.

If location owner handling was defined for an activated physical warehouse, and you want to override the Location/ext owner setting that was defined for the warehouse, and instead define it per business partner, set the Location/ext owner field on the Work with business partner file maintenance, Basic data panel to that applicable (YES or NO). (See Location/external owner field under Location handling for several external owners for more information.)

If you plan on setting up/entering into an inventory contract for WCS (Wholesaler consignment stock) and/or WDS (Wholesaler deposit stock), and you plan on running the Internal supply CMI process to initialize a WCS inventory contract line, or the Transfer to in-house CMI process (applies to both the WCS and WDS inventory contract types) after the inventory contract line is initialized make sure your internal customer and internal supplier is set up in this file for the from/to warehouses that will be used for the movement of goods. The internal customer and internal supplier must be linked in the Warehouse (in the Work with warehouses file) that is set up for the WCS (logical) warehouse and WDS (logical) warehouse as well as the Normal or logical warehouse that you will be moving goods to. You can use any Normal or logical warehouse as the “To” warehouse.

Work with location classes

This table is not exclusive to Stock Ownership, but when running this functionality in your DC1 company, and you use locations in your physical warehouse, you must define the processes allowed for the location via a location class. The location class must (eventually) be connected to a location.

Add the location classes as required and define what process is allowed for the location, by setting one or all of the following to YES:

Process location in: Indicate if this location class used on locations is allowed to be used for receiving location, staging location or not.

Process location out: Indicate if this location class used on locations is allowed to be used for staging location or not.

Buffer location: Indicate if this location class used on locations is allowed to be used as storage location or not.

Pick location: Indicate if this location class used on locations is allowed to be used for pick location or not.

Resource: This field is only displayed if DC1 Radio Frequency is installed and activated. Indicate if the location class should be used to allocate resources through R/F batch creation. (See About working with resource allocation).

Work with sales order types

The sales order types will be connected to the inventory contract type and must be registered if you plan on activating the inventory contract type (see Work with inventory contract types cell below). Some of the CMI processes for each inventory contract type are mandatory to run while others can optionally be run. See About the CMI processes for DC1 Contract Managed Inventory.

Note: When the user creates orders via the CMI processes, the defaulted order type that is connected to the CMI process can be overridden. Validations will take place ensuring that the order type is valid for the type of inventory contract. If you plan on allowing another order type to be used instead of the defaulted order type for the CMI process, make sure these are set up according to the settings outlined in the table below.

Customer Deposit Stock (CDS) at wholesaler

CMI process

Sales order type settings

Supply deposit

A “supply deposit” sales order type that will produce an Invoice with the following settings:

Set to YES	Set to NO	Set to blank
Printout of Pick list and Invoice Update stock on hand	Printout of Transport note Shipment prep Service type Service agreement type (SMS) Claim order type (Rebate handling) Payment order (Rebate handling) Claim order	BtB order type IR order type

All other fields are optional and may be completed according to your business requirements.

Customer call off

A “customer call off” sales order type that will produce an Invoice with the following settings:

Set to YES	Set to NO	Set to blank
Printout of Invoice Update stock on hand	Update A/R Orders received statistics Service type Service agreement type All fields for SMS All fields for Rebate handling	BtB order type IR order type

All other fields are optional and may be completed according to your business requirements. Note: For this CMI process you are performing a dispatch of the goods to the customer; similar to a normal sales order. The only difference is that the customer already owns the goods. But you still need to control what you are shipping, thus it is likely that pick list and transport note will also be used for this type of order.

Re-purchase

A “re-purchase” sales order type that will produce a Credit note with the following settings:

Set to YES	Set to NO	Set to blank
Printout of Pick list and Invoice Update stock on hand	Printout of Transport note Shipment prep Service type Service agreement type (SMS) Claim order type (Rebate handling) Payment order (Rebate handling) Claim order	BtB order type

All other fields are optional and may be completed according to your business requirements.

Supplier Consignment Stock (SCS) at wholesaler

CMI process

Sales order type settings

N/A

If you plan on selling stock for an SCS inventory contract, the sale must take place via sales order entry and is not triggered by any CMI process. The sales order type used for the order must be registered. Make sure this sales order type produces an Invoice and updates stock on hand.

Supplier Consignment Stock (SCS) at wholesaler – Logistic handling only

CMI process

Sales order type settings

Customer delivery

A “customer delivery” sales order type with the following settings:

Set to YES	Set to NO	Set to blank
Printout of Invoice Update stock on hand	Update A/R All fields for SMS All fields for Rebate handling	BtB order type IR order type

All other fields are optional and may be completed according to your business requirements.

Customer return

A “customer return” sales order type with the following settings:

Set to YES	Set to NO	Set to blank
Printout of Credit note Update stock on hand	Update A/R All fields for SMS All fields for Rebate handling	BtB order type IR order type

All other fields are optional and may be completed according to your business requirements.

Wholesaler Consignment Stock (WCS) at customer

CMI process

Sales order type settings

Internal supply

An “internal supply” sales order type that will produce an Invoice with the following settings:

Set to YES	Set to NO	Set to blank
Printout of Pick list and Invoice IR order type Update stock on hand	Update A/R All fields for SMS All fields for Rebate handling	BtB order type

All other fields are optional and may be completed according to your business requirements.

Charge consumption

A “charge consumption stock update” sales order type that will produce an Invoice with the following settings:

Set to YES	Set to NO	Set to blank
Printout of Invoice Update stock on hand	Printout of Pick list Av check pick list B log at pick conf Service type Service agreement type (SMS) Claim order type (Rebate handling) Payment order (Rebate handling) Claim order	BtB order type IR order type

All other fields are optional and may be completed according to your business requirements. Note: Even though Shipment prep is allowed for this SO type, it makes no sense setting this field to YES since the goods are already placed at the customer’s site. In addition, it will not be possible to create any routes for a WCS-warehouse. So nothing will happen when this field is set to YES.

Transfer to in-house

An “internal replenishment” sales order type that will produce an Invoice with the following settings:

Set to YES	Set to NO	Set to blank
Printout of Pick list and Invoice IR order type Update stock on hand	Update A/R Shipment prep All fields for SMS All fields for Rebate handling	BtB order type

All other fields are optional and may be completed according to your business requirements.

Wholesaler Deposit Stock (WDS) at supplier

CMI process

Sales order type settings

Transfer to in-house

An “internal replenishment” sales order type that will produce an Invoice with the following settings:

Set to YES	Set to NO	Set to blank
Printout of Pick list and Invoice IR order type Update stock on hand	Update A/R Shipment prep All fields for SMS All fields for Rebate handling	BtB order type

All other fields are optional and may be completed according to your business requirements.

N/A

If you plan on selling stock for a WDS inventory contract, the sale must take place via sales order entry and is not triggered by any CMI process. The sales order type used for the order must be registered. Make sure this sales order type produces an Invoice with the following settings:

Set to YES	Set to blank
Printout of Pick list and Invoice Update stock on hand	BtB order type

All other fields are optional and may be completed according to your business requirements. Note: Even though Shipment prep is allowed for this SO type, it makes no sense setting this field to YES since the programs will automatically set all SO-lines linked to WDS-contracts equal to NO for shipment preparation on SO line level.

Customer Buffer Stock (CBS) at wholesaler

CMI process

Sales order type settings

N/A

If you plan on selling stock for a CBS inventory contract, the sale must take place via sales order entry and is not triggered by any CMI process. The sales order type used for the order must be registered. Make sure this sales order type produces an Invoice and updates stock on hand.

Wholesaler Buffer Stock (WBS) at supplier

CMI process

Sales order type settings

N/A

If you plan on selling stock, that is physically located (externally) at the supplier warehouse site, for a WBS inventory contract, the sale must take place via sales order entry as a BtB order and is not triggered by any CMI process. The user does not have to use a sales order type that has a BtB order type defined. A normal BtB order line can exist on a sales order where the order type does not have BtB PO type defined. In this situation the BtB PO type is retrieved from the item/warehouse. The connecting purchase order type used for the BtB sales order must be registered. (See BtB purchase order type below). Make sure this purchase order type is connected to the warehouse for the item in the Work with items file.

Deferred Indent Stock (DIS) at customer

CMI process

Sales order type settings

Charge consumption

A “charge consumption no stock update” sales order type that will produce an Invoice with the following settings:

Set to YES	Set to NO	Set to blank
Printout of Invoice	Printout of Pick list Update stock on hand Av check pick list B log at pick conf Shipment prep Service type Service agreement type All fields for SMS (Rebate handling) Payment order (Rebate handling) Claim order	BtB order type IR order type

All other fields are optional and may be completed according to your business requirements.

Work with purchase order types

The purchase order types will be connected to the inventory contract type and must be registered if you plan on activating the inventory contract type (see Work with inventory contract types cell below). Some of the CMI processes for each inventory contract type are mandatory to run while others can optionally be run. See About the CMI processes for DC1 Contract Managed Inventory.

Supplier Consignment Stock (SCS) at wholesaler

CMI process

Purchase order type settings

Supply

A “logistic supply” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn Update stock on hand Logistic order	Printout of BtB change log doc Transit delivery Direct delivery IR order type MDC order type Rebate calculation Pre-accounting Attest control Limit control

All other fields are optional and may be completed according to your business requirements

Call off notification

A “call off notification” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn	Printout of BtB change log doc Update stock on hand Transit delivery Direct delivery IR order type MDC order type Logistic order

All other fields are optional and may be completed according to your business requirements.

Ownership takeover

An “ownership takeover” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note Update stock on hand	Printout of BtB change log doc Immediate rec/rtn Transit delivery Direct delivery IR order type MDC order type Logistic order

All other fields are optional and may be completed according to your business requirements.

Transfer back to supplier

A “transfer back to supplier” purchase order type that will produce a Return with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn Update stock on hand Logistic order	Printout of BtB change log doc Transit delivery Direct delivery IR order type MDC order type Rebate calculation Pre-accounting Attest control Limit control

All other fields are optional and may be completed according to your business requirements

Supplier Consignment Stock (SCS) at wholesaler – Logistic handling only

CMI process

Purchase order type settings

Supply

A “logistic supply” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn Update stock on hand Logistic order	Printout of BtB change log doc Transit delivery Direct delivery IR order type MDC order type Rebate calculation Pre-accounting Attest control Limit control

All other fields are optional and may be completed according to your business requirements

Ownership takeover

An “ownership takeover” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note Update stock on hand	Printout of BtB change log doc Immediate rec/rtn Transit delivery Direct delivery IR order type MDC order type Logistic order

All other fields are optional and may be completed according to your business requirements.

Transfer back to supplier

A “transfer back to supplier” purchase order type that will produce a Return with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn Update stock on hand Logistic order	Printout of BtB change log doc Transit delivery Direct delivery IR order type MDC order type Rebate calculation Pre-accounting Attest control Limit control

All other fields are optional and may be completed according to your business requirements

Wholesaler Consignment Stock (WCS) at customer

CMI process

Purchase order type settings

External supply

A “purchase to customer order” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn Update stock on hand	Printout of BtB change log doc Transit delivery Direct delivery IR order type Logistic order

All other fields are optional and may be completed according to your business requirements.

Return to supplier

A “return to supplier” purchase order type that will produce a Return with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn Update stock on hand	Printout of BtB change log doc Transit delivery Direct delivery IR order type Logistic order

All other fields are optional and may be completed according to your business requirements.

Wholesaler Deposit Stock (WDS) at supplier

CMI process

Purchase order type settings

Supply

A “purchase to stock” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn Update stock on hand	Printout of BtB change log doc Transit delivery Direct delivery IR order type MDC order type Logistic order

All other fields are optional and may be completed according to your business requirements.

Return to supplier

A “return to supplier” purchase order type that will produce a Return with the following settings:

Set to YES	Set to NO
Printout of Reception note OR Immediate rec/rtn Update stock on hand	Printout of BtB change log doc Transit delivery Direct delivery IR order type MDC order type Logistic order

All other fields are optional and may be completed according to your business requirements.

Wholesaler Buffer Stock (WBS) at supplier

CMI process

Purchase order type settings

Purchase

A “purchase to stock” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn Update stock on hand	Printout of BtB change log doc Transit delivery Direct delivery IR order type MDC order type Logistic order

All other fields are optional and may be completed according to your business requirements.

Ownership takeover

An “ownership takeover” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn Update stock on hand	Printout of BtB change log doc Transit delivery Direct delivery IR order type MDC order type Logistic order

All other fields are optional and may be completed according to your business requirements.

Transfer to consignment

A “logistic purchase order” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn Update stock on hand Logistic order	Printout of BtB change log doc Transit delivery Direct delivery IR order type MDC order type Rebate calculation Pre-accounting Attest control Limit control

All other fields are optional and may be completed according to your business requirements

If you plan on selling stock, that is physically located (externally) at the supplier warehouse site, for a WBS inventory contract, the sale must take place via sales order entry as a BtB order and is not triggered by any CMI process. The connecting purchase order type used for the BtB sales order must be registered. Make sure this purchase order type is connected to the warehouse for the item in the Work with items file.

BtB purchase order type

If you do not already have a BtB purchase order type registered in your system for the type of delivery that you want from the supplier to the customer, register one that will produce an “Order” with the following settings:

Set to YES	Set to NO	Set to blank
Printout of Order, Reception note and Quality control note (only if a transit delivery), BtB change log doc Transit delivery or Direct delivery Update stock on hand	Logistic order	IR order type

All other fields are optional and may be completed according to your business requirements.

Deferred Indent Stock (DIS) at customer

CMI process

Purchase order type settings

Ownership takeover

An “ownership takeover” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note and Quality control note OR Immediate rec/rtn Update stock on hand	Printout of BtB change log doc Transit delivery Direct delivery IR order type MDC order type Logistic order

All other fields are optional and may be completed according to your business requirements.

Call off notification

A “call off notification” purchase order type that will produce an Order with the following settings:

Set to YES	Set to NO
Printout of Reception note OR Immediate rec/rtn	Printout of BtB change log doc Update stock on hand Transit delivery Direct delivery IR order type MDC order type Logistic order

All other fields are optional and may be completed according to your business requirements.

Work with inventory contract types

This table comes preloaded with the following inventory contract types:

CDS (Customer deposit stock)
SCS (Supplier consignment stock)
WCS (Wholesaler consignment stock)
WDS (Wholesaler deposit stock)
CBS (Customer buffer stock)
WBS (Wholesaler buffer stock)
DIS (Deferred indent stock)

The CMI process applicable for each inventory contract type is also preloaded per type. (See table below).

You must activate the inventory contract types that are relevant for your business and then connect the applicable sales order type or purchase order type that will be used for each CMI process.

CMI process / Inventory contract type	(Order type)	CDS	SCS	Logistic SCS	WCS	WDS	CBS	WBS	DIS
Temporary reservation – no CMI process	Must be a “normal” SO type that produces an invoice and updates stock on hand.						X
Customer call off	SO	X
Charge consumption	SO				X				X
Customer delivery	SO			X
Customer return	SO			X
Supply deposit	SO	X
Internal supply	SO				X
Transfer to in-house	SO				X	X
Re-purchase	SO	X
External supply	PO				X
Supply	PO		X	X		X
Ownership takeover	PO		X	X					X
Purchase	PO							X
Transfer back to supplier	PO		X	X
Transfer to consignment	PO							X
Call off notification	PO		X						X
Return to supplier	PO				X	X			X

DIS control file

Make sure the Main warehouse field is defined with a warehouse from the Work with warehouses file that is defined as a normal or trade (logical) warehouse (i.e. Whs characteristic = 1, 2, 3, 4, 5, 6).

If you created a number series for inventory contracts in the Extended number series table, to let the system automatically assign the ID’s when you create the inventory contracts, connect the Number series that you defined for inventory contracts.

DIS control keys

The following two inventory contract related keys have been preloaded:

64 (Inventory contract type)
65 (Inventory contract number)

With the Valid flag set to YES for the following Functions:

SMS agreement
Customer rebate
Supplier rebate

Set the Active flag to YES for any of the above-mentioned applicable Functions.

The DIS control keys that can be used for inventory contracts include the following. Set the Active flag to YES for the Inventory contract Function, according to your requirement.

Customer
Customer address category (not valid for Supplier rebates)
Customer group
Discount group
Customer account group
Country
Area
Customer category 1
Customer category 2
Customer category 3
Customer category 4
Customer category 5
Customer category 6
Customer structure
Buying group
Cost centre
Division
Salesman
Inventory contract type
Inventory contract

The Valid flag is also set to YES for the Sales pricing function for those two keys. Set the Active flag to YES for the Sales pricing function if you want to use these keys in Sales pricing methods.

Work with authority groups

The Activate routine for the WWCMI authority group is preloaded with the Secured flag set to YES for the DSR201 (Work with inventory contracts) object. If you want to place a security control for the activation of inventory contracts per user, add the users that should not be allowed to activate an inventory contract.

The BATCRE, WWBATCH, QUALCNT routines for the CMI authority group are preloaded with the Secured flag set to YES. If you want to place a security control for any of the following routines per user and inventory contract number (object), activate authority group CMI, add objects to secure, and add the users.

The security is possible to set up per:

Authority group: CMI
Routine: BATCRE, WWBATCH, QUALCNT
Object: Inventory contract

Routine

Description

BATCRE
(Batch creation for credit order)

During credit order reception there is one validation for an entered batch which checks if the batch exists on another contract. This is controlled by the CMI-BATH function (see Function controls above). If the CMI-BATH function is active then it is not allowed to enter a batch which already exists on another contract.

This authority routine adds one more validation. If the user does not have authority then there will not be any possibility to receive a batch that does not already exist in the system. The security will work as follows:

If the user enters a batch on the Work with pickings panel, which does not exist in the Batch file, and it is a credit order for a contract, and the user has no authority to create a new batch for this contract then the following message will be displayed: “You are not authorized to use this routine for ICNB” (ICNB – inventory contract number).

WWBATCH
(Work with batches)

This authority routine will secure the “Work with batches” detail panel. If the user does not have authority, then it will be not be possible to access this detail panel for batch. Whether or not this authority routine can be used depends on the CMI-BATH function (see Function controls above):

if the CMI-BATH function is active (i.e. there is strict control of batches per contract) then the setup of security per contract can be done for this authority routine. The setup done for contract in CMI secur group will work on the Work with batches panels.
if CMI-BATH function is not active there is no connection between batch and contract. This authority routine will not be applied. Setup done for contract in CMI secur group will not work on the Work with batches panels. Hence, there is only the possibility to secure the entire Batch file maintenance program (DMR081) using the Work with program/user security menu item.

QUALCNT
(DIS Quality control note)

This routine will secure performing a quality control note confirmation by the user. If the user has no rights to the mentioned process the system will send the following message: “You are not authorized to use this routine for ICNB” (ICNB – inventory contract number for order line).

Work with inventory contracts

Set up the inventory contracts according to your needs. See Setting up and initializing the inventory contracts for DC1 Contract Managed Inventory (CMI) for the specific instructions per inventory contract type.

Work with event types

If DC1 Alert Management is activated, you can configure the system to send an alert to inform the applicable person when certain events occur. The following preloaded alerts can be activated for this purpose. You must activate them and assign the applicable person as receiver. See Configure the system to send/receive alert messages for instructions.

Alert	Result
CMICNTCLS (CMI contract closed)	This alert message will be sent to the recipient (i.e. normally the handler on the inventory contract) when the inventory contract status on the contract header is updated to closed. This will happen when all contract lines have been closed.
CMIPARTOWT (Partial ownership transfer)	This alert message will be sent to the recipient (i.e. normally the handler on the inventory contract) when an ownership transfer is confirmed and the transferred quantity is less than the suggested quantity.
CMIQTYDECR (Quantity on CMI contract decreased)	This alert message will be sent to the recipient (i.e. normally the handler on the inventory contract) when the contract line quantity is decreased on an inventory transaction.
CMISTKTKE (CMI stock take qty decrease)	If externally owned goods (i.e. on a SCS- or CDS-contract) are included in a stock take and a quantity difference is reported, an alert message for this event type will be sent to the recipient (i.e. normally the handler on the inventory contract).
INVCEXPIRD (Inventory contract expired)	This alert message will be sent to the recipient (i.e. normally the handler on the inventory contract) when an active inventory contract has expired (passed the end date) but there is still quantity to use. This could either be if the end date on the contract header is passed and a line with quantity exists, or if the end date is passed on a contract line, and a quantity remains for the line.

Setup/Impact to other functionality:

Work with sourcing policies

If you are using the sourcing policy functionality with auto source to source your sales orders, make sure your sourcing policies are defined and the applicable logical warehouse(s) are attached, (or normal warehouse if you plan on entering into a Wholesaler Buffer Stock (WBS) and/or Deferred Indent Stock (DIS) inventory contract and you set up a normal warehouse for these kinds of inventory contracts).

Work with warehouse zones

Zones can only be added for normal and physical warehouses.

Work with transaction types

The following four transaction types have been added and must be set up.

876 (Ownership takeover from SCS)
877 (Supply to CDS)
878 (Re-purchase from CDS)
938 (Anticipated supplier debt)

Landed cost type table

You are only allowed to enter normal or logical warehouses in the To warehouse field for landed cost type details.

Work with sales pricing methods

If you use sales pricing methods to price your items, and you plan on using warehouse as one of the pricing keys, the warehouse you connect must be a normal or logical warehouse.

Work with sales restriction keys

If you plan on using the sales restriction functionality to restrict sales for inventory contracts, make sure the following keys are activated:

121 – Inventory contract type
122 – Inventory contract number

Work with sales restrictions

If you plan on using the sales restriction functionality, and you want to define the “From” warehouse as one of your restrictions, the warehouse you connect must be a normal or logical warehouse.

Setting up the warehouses

The setup differs depending on the following:

the type of inventory contract you plan on creating
the number of external owners of the items in your stock at your warehouse site
how you want to handle the location ownership of external stock in your physical warehouse.

The setup procedure is described for each specific scenario.

The following types of inventory contracts deal with storage of external goods in your physical warehouse. The setup depends on how many external owners will keep stock in your physical warehouse and if/how you want to set up location ownership.

CDS (Customer deposit stock)
SCS (Supplier consignment stock) for both “normal” SCS contract handling and Logistic SCS contract handling

Note: For all inventory contract types that deal with storage in a physical warehouse, you will re-use the same physical warehouse for all your goods that are stored at the same location. If you currently do not have a physical warehouse set up in your system, you must add a physical warehouse.

Click the applicable link below to expand and view the warehouse setup requirements for the different inventory contract types.

Setup – Customer Deposit Stock (CDS) at your warehouse site – one external owner

This requires the following warehouses:

1 physical warehouse (where you store the goods for your customers)
1 logical warehouse (for customer-owned goods)

File	To do
Work with warehouses	If you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to the logical warehouse to be able to create the logical warehouse. Physical warehouse Add the physical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the physical warehouse. Description Name Address Whs characteristic Set to 9 (Physical warehouse). Stock take/owner This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.) Country Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK. On the Work with warehouses, Warehouse management panel, complete the following fields: Activate WHM Set to YES. Location ext/owner Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.) Click OK to update. Logical warehouse Add the logical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the logical warehouse. Description Name Address Whs characteristic Set to 6 (Customer deposit stock warehouse). Physical Connect the physical warehouse where the goods are stored. Country Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

File

To do

Work with warehouses

If you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to the logical warehouse to be able to create the logical warehouse.

Physical warehouse
Add the physical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the physical warehouse.

Description
Name
Address

Whs characteristic: Set to 9 (Physical warehouse).

Stock take/owner: This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.)

Country: Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK.

On the Work with warehouses, Warehouse management panel, complete the following fields:

Activate WHM: Set to YES.

Location ext/owner: Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.)

Click OK to update.

Logical warehouse
Add the logical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the logical warehouse.

Description
Name
Address

Whs characteristic: Set to 6 (Customer deposit stock warehouse).

Physical: Connect the physical warehouse where the goods are stored.

Country: Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Setup – Customer Deposit Stock (CDS) at your warehouse site – several external owners with no owner per location

This requires the following warehouses:

1 physical warehouse (where you store the goods for your customers)
as many logical warehouses as required (for customer-owned goods). Note: It is adequate to just set up one logical CDS-warehouse, even if you have multiple inventory contracts for different customers.

File	To do
Work with warehouses	If you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to all logical warehouses to be able to create the logical warehouse. Physical warehouse Add the physical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the physical warehouse. Description Name Address Whs characteristic Set to 9 (Physical warehouse). Stock take/owner This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.) Country Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK. On the Work with warehouses, Warehouse management panel, complete the following fields: Activate WHM Set to YES. Location ext/owner Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.) Click OK to update. Logical warehouse(s) Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel: Warehouse The ID for the logical warehouse. Description Name Address Whs characteristic Set to 6 (Customer deposit stock warehouse). Physical Connect the physical warehouse where the goods are stored. Country Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

File

To do

Work with warehouses

If you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to all logical warehouses to be able to create the logical warehouse.

Physical warehouse
Add the physical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the physical warehouse.

Description
Name
Address

Whs characteristic: Set to 9 (Physical warehouse).

Stock take/owner: This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.)

Country: Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK.

On the Work with warehouses, Warehouse management panel, complete the following fields:

Activate WHM: Set to YES.

Location ext/owner: Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.)

Click OK to update.

Logical warehouse(s)
Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel:

Warehouse: The ID for the logical warehouse.

Description
Name
Address

Whs characteristic: Set to 6 (Customer deposit stock warehouse).

Physical: Connect the physical warehouse where the goods are stored.

Country: Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Setup – Customer Deposit Stock (CDS) at your warehouse site – Several external owners of stock with owner per location, but no owner restriction

If your business has several (external) owners of the items in your stock, and the stock is physically located at the same place (same warehouse site), and picking and shipment are handled together, this requires the following warehouses:

1 physical warehouse (where you store the goods for your customers)
as many logical warehouses as you require for the number of owners (for customer-owned goods). Note: It is adequate to just set up one logical CDS-warehouse, even if you have multiple inventory contracts for different customers.

The “Owner per location, but with no owner restriction” kind of set-up would be applicable if you do not want to mix the owners of goods in locations and you are not interested in knowing in which location the goods are placed, but you do want everything that is placed in one location to be owned by one owner, regardless of the owner.

Whenever something is placed into the location, the location will be flagged (i.e. marked) with the owner. As soon as that location becomes empty, the flag will be removed and any owner can place the goods there. This means that any of the cost centres and external owners can be the temporary owner of the location. When you run the put away suggestion, the system will know the owner of the goods because the physical warehouse belongs to a logical warehouse (cost centre, i.e. the system will flag the cost centre on the location in which the stock was allocated for this owner). You can view it in the Location enquiry.

File	To do
Work with warehouses	If you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to all logical warehouses to be able to create the logical warehouse. Physical warehouse Add the physical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the physical warehouse. Description Name Address Whs characteristic Set to 9 (Physical warehouse). Stock take/owner This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.) Country Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK. On the Work with warehouses, Warehouse management panel, complete the following fields: Activate WHM Set to YES. Location ext/owner Set to YES. (See Location/external owner field under Location handling for several external owners for more information about this field.) Click OK to update. Logical warehouse(s) Add as many logical warehouses as required. (Note: It is adequate to just set up have one logical CDS-warehouse, even if you have multiple inventory contracts for different customers.) For each logical warehouse, complete the following fields on the first detail panel: Warehouse The ID for the logical warehouse. Description Name Address Whs characteristic Set to 6 (Customer deposit stock warehouse). Physical Connect the physical warehouse where the goods are stored. Country Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

File

To do

Work with warehouses

Physical warehouse
Add the physical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the physical warehouse.

Description
Name
Address

Whs characteristic: Set to 9 (Physical warehouse).

Stock take/owner: This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.)

Country: Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK.

On the Work with warehouses, Warehouse management panel, complete the following fields:

Activate WHM: Set to YES.

Location ext/owner: Set to YES. (See Location/external owner field under Location handling for several external owners for more information about this field.)

Click OK to update.

Logical warehouse(s)
Add as many logical warehouses as required. (Note: It is adequate to just set up have one logical CDS-warehouse, even if you have multiple inventory contracts for different customers.) For each logical warehouse, complete the following fields on the first detail panel:

Warehouse: The ID for the logical warehouse.

Description
Name
Address

Whs characteristic: Set to 6 (Customer deposit stock warehouse).

Physical: Connect the physical warehouse where the goods are stored.

Country: Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Setup – Customer Deposit Stock (CDS) at your warehouse site – Several external owners of stock with owner per location, but with owner restriction

If your business has several (external) owners of your standard stock, and the stock is physically located at the same place, and picking and shipment are handled together, this requires the following warehouses:

1 physical warehouse (where you store the goods for your customers)
as many logical warehouses as you require for the number of owners (for customer-owned goods). Note: It is adequate to just set up one logical CDS-warehouse, even if you have multiple inventory contracts for different customers.

The “Owner per location, with owner restriction” kind of set-up would be applicable if you want to place strict control over the owners of your locations (i.e. you just want to allow some external owners to keep their stock in a specific location). To achieve this kind of control, location owner groups must be set up and connected to a business partner (i.e. customer) in the Work with location owner groups file. It will still only be possible to have goods belonging to 1 owner in 1 location, but you can control which owner is allowed to store the items in that location.

File	To do
Work with warehouses	If you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to all logical warehouses to be able to create the logical warehouse. Physical warehouse Add the physical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the physical warehouse. Description Name Address Whs characteristic Set to 9 (Physical warehouse). Stock take/owner This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.) Country Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK. On the Work with warehouses, Warehouse management panel, complete the following fields: Activate WHM Set to YES. Location ext/owner Set to YES. (See Location/external owner field under Location handling for several external owners for more information about this field.) Click OK to update. Logical warehouse(s) Add as many logical warehouses as required. (Note: It is adequate to just set up have one logical CDS-warehouse, even if you have multiple inventory contracts for different customers.) For each logical warehouse, complete the following fields on the first detail panel: Warehouse The ID for the logical warehouse. Description Name Address Whs characteristic Set to 6 (Customer deposit stock warehouse). Physical Connect the physical warehouse where the goods are stored. Country Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.
Work with location owner groups	Add as many location owner groups as required, defining the group ID and the description. For each location owner group, select the Business partners option. On the Work with location owner groups, Business partner panel, click the Add option and complete the Business partner field with the applicable customer for the group.
Work with warehouse locations	For the applicable physical warehouse and locations, complete the Location owner group field and the Location class field.

File

To do

Work with warehouses

Physical warehouse
Add the physical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the physical warehouse.

Description
Name
Address

Whs characteristic: Set to 9 (Physical warehouse).

Stock take/owner: This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.)

Country: Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK.

On the Work with warehouses, Warehouse management panel, complete the following fields:

Activate WHM: Set to YES.

Location ext/owner: Set to YES. (See Location/external owner field under Location handling for several external owners for more information about this field.)

Click OK to update.

Warehouse: The ID for the logical warehouse.

Description
Name
Address

Whs characteristic: Set to 6 (Customer deposit stock warehouse).

Physical: Connect the physical warehouse where the goods are stored.

Country: Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Work with location owner groups

Add as many location owner groups as required, defining the group ID and the description. For each location owner group, select the Business partners option. On the Work with location owner groups, Business partner panel, click the Add option and complete the Business partner field with the applicable customer for the group.

Work with warehouse locations

For the applicable physical warehouse and locations, complete the Location owner group field and the Location class field.

Setup – Supplier Consignment Stock (SCS) at your warehouse site – one external owner

These instructions apply to both “normal” SCS contract handling and Logistic SCS contract handling.

This requires the following warehouses:

1 physical warehouse (where you store the goods when you receive them from the supplier)
1 logical warehouse (for supplier-owned goods)

File	To do
Work with warehouses	If you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to all logical warehouses to be able to create the logical warehouse. Physical warehouse Add the physical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the physical warehouse. Description Name Address Whs characteristic Set to 9 (Physical warehouse). Stock take/owner This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.) Country Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK. On the Work with warehouses, Warehouse management panel, complete the following fields: Activate WHM Set to YES. Location ext/owner Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.) Click OK to update. Logical warehouse Add the logical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the logical warehouse. Description Name Address Whs characteristic Set to 5 (Supplier consignment stock warehouse). Physical Connect the physical warehouse where the goods are stored. Country Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

File

To do

Work with warehouses

Physical warehouse
Add the physical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the physical warehouse.

Description
Name
Address

Whs characteristic: Set to 9 (Physical warehouse).

Stock take/owner: This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.)

Country: Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK.

On the Work with warehouses, Warehouse management panel, complete the following fields:

Activate WHM: Set to YES.

Location ext/owner: Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.)

Click OK to update.

Logical warehouse
Add the logical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the logical warehouse.

Description
Name
Address

Whs characteristic: Set to 5 (Supplier consignment stock warehouse).

Physical: Connect the physical warehouse where the goods are stored.

Country: Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Setup – Supplier Consignment Stock (SCS) at your warehouse site – several external owners with no owner per location

These instructions apply to both “normal” SCS contract handling and Logistic SCS contract handling.

This requires the following warehouses:

1 physical warehouse (where you store the goods when you receive them from the supplier)
as many logical warehouses as required (for supplier-owned goods)

File	To do
Work with warehouses	If you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to all logical warehouses to be able to create the logical warehouse. Physical warehouse Add the physical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the physical warehouse. Description Name Address Whs characteristic Set to 9 (Physical warehouse). Stock take/owner This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.) Country Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK. On the Work with warehouses, Warehouse management panel, complete the following fields: Activate WHM Set to YES. Location ext/owner Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.) Click OK to update. Logical warehouse(s) Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel: Warehouse The ID for the logical warehouse. Description Name Address Whs characteristic Set to 5 (Supplier consignment stock warehouse). Physical Connect the physical warehouse where the goods are stored. Country Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

File

To do

Work with warehouses

Physical warehouse
Add the physical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the physical warehouse.

Description
Name
Address

Whs characteristic: Set to 9 (Physical warehouse).

Stock take/owner: This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.)

Country: Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK.

On the Work with warehouses, Warehouse management panel, complete the following fields:

Activate WHM: Set to YES.

Location ext/owner: Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.)

Click OK to update.

Logical warehouse(s)
Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel:

Warehouse: The ID for the logical warehouse.

Description
Name
Address

Whs characteristic: Set to 5 (Supplier consignment stock warehouse).

Physical: Connect the physical warehouse where the goods are stored.

Country: Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Setup – Supplier Consignment Stock (SCS) at your warehouse site – Several external owners of stock with owner per location, but no owner restriction

These instructions apply to both “normal” SCS contract handling and Logistic SCS contract handling.

1 physical warehouse (where you store the goods when you receive them from the supplier)
as many logical warehouses as you require for the number of owners (for supplier-owned goods)

File	To do
Work with warehouses	If you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to all logical warehouses to be able to create the logical warehouse. Physical warehouse Add the physical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the physical warehouse. Description Name Address Whs characteristic Set to 9 (Physical warehouse). Stock take/owner This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.) Country Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK. On the Work with warehouses, Warehouse management panel, complete the following fields: Activate WHM Set to YES. Location ext/owner Set to YES. (See Location/external owner field under Location handling for several external owners for more information about this field.) Click OK to update. Logical warehouse(s) Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel: Warehouse The ID for the logical warehouse. Description Name Address Whs characteristic Set to 5 (Supplier consignment stock warehouse). Physical Connect the physical warehouse where the goods are stored. Country Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

File

To do

Work with warehouses

Physical warehouse
Add the physical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the physical warehouse.

Description
Name
Address

Whs characteristic: Set to 9 (Physical warehouse).

Stock take/owner: This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.)

Country: Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK.

On the Work with warehouses, Warehouse management panel, complete the following fields:

Activate WHM: Set to YES.

Location ext/owner: Set to YES. (See Location/external owner field under Location handling for several external owners for more information about this field.)

Click OK to update.

Logical warehouse(s)
Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel:

Warehouse: The ID for the logical warehouse.

Description
Name
Address

Whs characteristic: Set to 5 (Supplier consignment stock warehouse).

Physical: Connect the physical warehouse where the goods are stored.

Country: Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Setup – Supplier Consignment Stock (SCS) at your warehouse site – Several external owners of stock with owner per location, but with owner restriction

These instructions apply to both “normal” SCS contract handling and Logistic SCS contract handling.

1 physical warehouse (where you store the goods when you receive them from the supplier)
as many logical warehouses as you require for the number of owners (for supplier-owned goods)

The “Owner per location, with owner restriction” kind of set-up would be applicable if you want to place strict control over the owners of your locations (i.e. you just want to allow some external owners to keep their stock in a specific location). To achieve this kind of control, location owner groups must be set up and connected to a business partner (i.e. supplier) in the Work with location owner groups file. It will still only be possible to have goods belonging to 1 owner in 1 location, but you can control which owner is allowed to store the items in that location.

File	To do
Work with warehouses	If you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to all logical warehouses to be able to create the logical warehouse. Physical warehouse Add the physical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the physical warehouse. Description Name Address Whs characteristic Set to 9 (Physical warehouse). Stock take/owner This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.) Country Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK. On the Work with warehouses, Warehouse management panel, complete the following fields: Activate WHM Set to YES. Location ext/owner Set to YES. (See Location/external owner field under Location handling for several external owners for more information about this field.) Click OK to update. Logical warehouse(s) Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel: Warehouse The ID for the logical warehouse. Description Name Address Whs characteristic Set to 5 (Supplier consignment stock warehouse). Physical Connect the physical warehouse where the goods are stored. Country Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.
Work with location owner groups	Add as many location owner groups as required, defining the group ID and the description. For each location owner group, select the Business partners option. On the Work with location owner groups, Business partner panel, click the Add option and complete the Business partner field with the applicable supplier for the group.
Work with warehouse locations	For the applicable physical warehouse and locations, complete the Location owner group field and the Location class field.

File

To do

Work with warehouses

Physical warehouse
Add the physical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the physical warehouse.

Description
Name
Address

Whs characteristic: Set to 9 (Physical warehouse).

Stock take/owner: This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.)

Country: Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK.

On the Work with warehouses, Warehouse management panel, complete the following fields:

Activate WHM: Set to YES.

Location ext/owner: Set to YES. (See Location/external owner field under Location handling for several external owners for more information about this field.)

Click OK to update.

Logical warehouse(s)
Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel:

Warehouse: The ID for the logical warehouse.

Description
Name
Address

Whs characteristic: Set to 5 (Supplier consignment stock warehouse).

Physical: Connect the physical warehouse where the goods are stored.

Country: Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Work with location owner groups

Work with warehouse locations

For the applicable physical warehouse and locations, complete the Location owner group field and the Location class field.

Setup – Wholesaler Consignment Stock (WCS) at your customer’s warehouse site

This is your consignment stock that you keep at your customer’s warehouse site to sell on consignment. You own the goods but they are located at your customer. This kind of set-up does not require a designated physical warehouse since the stock is not physically stored at your warehouse site.

This requires the following:

as many logical warehouses classified with whs characteristic 3, for each applicable customer. The country code on the warehouse (which is mandatory and used for, e.g., VAT and Intrastat) must be the same country in which the customer resides for each logical warehouse.
OR
1 logical warehouse classified with whs characteristic 3 that will be used for all applicable customers. If you choose this kind of set-up, the country code on the warehouse (which is mandatory and used for, e.g., VAT and Intrastat) must be the same for all customers. Hence, the business partners that share the same logical warehouse must be located in the same country.

If you plan on running the Internal supply CMI process to initialize an inventory contract line, or the Transfer to in-house CMI process after the inventory contract line is initialized you will need to make sure your internal customer and internal supplier is set up in the Business partner file for the from/to warehouses that will be used for the movement of goods. The internal customer and internal supplier must be linked in the Work with warehouses file for the WCS (logical) warehouse (i.e. the “From” warehouse) as well as the Normal or logical warehouse that you will be moving goods to. You can use any Normal or logical warehouse as the “To” warehouse.

File	To do
Work with warehouses	Logical warehouse(s) Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel: Warehouse The ID for the logical warehouse. Description Name Address Whs characteristic Set to 3 (Wholesaler consignment stock warehouse). Country Select the applicable country. If you are creating several unique logical warehouses for each applicable customer, this code must be the same country in which the customer resides for each logical warehouse. If you are only setting up 1 logical warehouse, to be shared by all customers that you plan on entering into inventory contracts with, the customers must be located in the same country as you define here. IRO related fields The following two fields must be completed if you plan on running the Internal supply CMI process to initialize a contract line and/or the Transfer to in-house CMI process after the contract line is initialized. When you create an IRO sales order, the customer on the sales order is the internal customer for the warehouse that the goods are going to be moved to. The warehouse that the goods are going to be dispatched from, has to be defined with an internal supplier. The process will work as follows: Internal supply: The warehouse on the contract line must have an internal customer defined. This customer will be defaulted on the create order from CMI process panel. On the Create order panel, you must also enter from which warehouse the goods are to be moved. The entered warehouse shall have an internal supplier defined. If an internal supplier is defined as supplier on the inventory contract, the “From warehouse” may also be defaulted on the create order panel. Transfer to in-house: The warehouse on the contract line will automatically be the “From” warehouse. So an internal supplier has to be defined on the WCS-warehouse. On the Create order panel, you will be able to define either an internal customer (which will be defined on a “To” warehouse) or enter a “To” warehouse (on which an internal customer shall be defined). Internal customer If you plan on running the Internal supply CMI process to initialize an inventory contract line, or the Transfer to in-house CMI process after the inventory contract line is initialized, enter the internal customer that will be used for the “To” warehouse (i.e. the warehouse that the goods will be moved to). Internal supplier If you plan on running the Internal supply CMI process to initialize an inventory contract line, or the Transfer to in-house CMI process after the inventory contract line is initialized, enter the internal supplier for the warehouse from which the goods are going to be moved. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

File

To do

Work with warehouses

Logical warehouse(s)
Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel:

Warehouse: The ID for the logical warehouse.

Description
Name
Address

Whs characteristic: Set to 3 (Wholesaler consignment stock warehouse).

Country

Select the applicable country.

If you are creating several unique logical warehouses for each applicable customer, this code must be the same country in which the customer resides for each logical warehouse.
If you are only setting up 1 logical warehouse, to be shared by all customers that you plan on entering into inventory contracts with, the customers must be located in the same country as you define here.

IRO related fields

The following two fields must be completed if you plan on running the Internal supply CMI process to initialize a contract line and/or the Transfer to in-house CMI process after the contract line is initialized. When you create an IRO sales order, the customer on the sales order is the internal customer for the warehouse that the goods are going to be moved to. The warehouse that the goods are going to be dispatched from, has to be defined with an internal supplier.

The process will work as follows:

Internal supply: The warehouse on the contract line must have an internal customer defined. This customer will be defaulted on the create order from CMI process panel. On the Create order panel, you must also enter from which warehouse the goods are to be moved. The entered warehouse shall have an internal supplier defined. If an internal supplier is defined as supplier on the inventory contract, the “From warehouse” may also be defaulted on the create order panel.
Transfer to in-house: The warehouse on the contract line will automatically be the “From” warehouse. So an internal supplier has to be defined on the WCS-warehouse. On the Create order panel, you will be able to define either an internal customer (which will be defined on a “To” warehouse) or enter a “To” warehouse (on which an internal customer shall be defined).

Internal customer: If you plan on running the Internal supply CMI process to initialize an inventory contract line, or the Transfer to in-house CMI process after the inventory contract line is initialized, enter the internal customer that will be used for the “To” warehouse (i.e. the warehouse that the goods will be moved to).

Internal supplier: If you plan on running the Internal supply CMI process to initialize an inventory contract line, or the Transfer to in-house CMI process after the inventory contract line is initialized, enter the internal supplier for the warehouse from which the goods are going to be moved.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Setup – Wholesaler Deposit Stock (WDS) at your supplier’s warehouse site

This is your consignment stock that you keep at your supplier’s warehouse site. You own the stock but you keep it at your supplier’s. This kind of set-up does not require a designated physical warehouse since the stock is not physically stored at your warehouse site.

This requires the following:

as many logical warehouses classified with whs characteristic 4, for each applicable supplier. The country code on the warehouse (which is mandatory and used for, e.g., VAT and Intrastat) must be the same country in which the supplier resides for each logical warehouse.
OR
1 logical warehouse classified with whs characteristic 4 that will be used for all applicable suppliers. If you choose this kind of set-up, the country code on the warehouse (which is mandatory and used for, e.g., VAT and Intrastat) must be the same for all suppliers. Hence, the business partners that share the same logical warehouse must be located in the same country.

Note: If the wholesaler’s deposit stock is located in five countries, five logical warehouses classified with whs characteristic 4 needs to be defined. In the Country table five different VAT registration numbers will be defined.

If you plan on running the Transfer to in-house CMI process after the inventory contract line is initialized you will need to make sure your internal customer and internal supplier is set up in the Business partner file for the from/to warehouses that will be used for the movement of goods. The internal customer and internal supplier must be linked in the Work with warehouses file for the WDS (logical) warehouse (i.e. the “From” warehouse) as well as the Normal or logical warehouse that you will be moving goods to. You can use any Normal or logical warehouse as the “To” warehouse.

File	To do
Work with warehouses	Logical warehouse(s) Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel: Warehouse The ID for the logical warehouse. Description Name Address Whs characteristic Set to 4 (Wholesaler deposit stock warehouse). Country Select the applicable country. If you are creating several unique logical warehouses for each applicable supplier, this code must be the same country in which the supplier resides for each logical warehouse. If you are only setting up 1 logical warehouse, to be shared by all suppliers that you plan on entering into inventory contracts with, the suppliers must be located in the same country as you define here. IRO related fields The following two fields must be completed if you plan on running the Transfer to in-house CMI process after the contract line is initialized. When you create an IRO sales order, the customer on the sales order is the internal customer for the warehouse that the goods are going to be moved to. The warehouse that the goods are going to be dispatched from, has to be defined with an internal supplier. The process will work as follows: Transfer to in-house: The warehouse on the contract line will automatically be the “From” warehouse. So an internal supplier has to be defined on the WDS-warehouse. On the Create order panel, you will be able to define either an internal customer (which will be defined on a “To” warehouse) or enter a “To” warehouse (on which an internal customer shall be defined). Internal customer If you plan on running the Transfer to in-house CMI process after the inventory contract line is initialized, enter the internal customer that will be used for the “To” warehouse (i.e. the warehouse that the goods will be moved to). Internal supplier If you plan on running the Transfer to in-house CMI process after the inventory contract line is initialized, enter the internal supplier for the warehouse from which the goods are going to be moved. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

File

To do

Work with warehouses

Logical warehouse(s)
Add as many logical warehouses as required. For each logical warehouse, complete the following fields on the first detail panel:

Warehouse: The ID for the logical warehouse.

Description
Name
Address

Whs characteristic: Set to 4 (Wholesaler deposit stock warehouse).

Country

Select the applicable country.

If you are creating several unique logical warehouses for each applicable supplier, this code must be the same country in which the supplier resides for each logical warehouse.
If you are only setting up 1 logical warehouse, to be shared by all suppliers that you plan on entering into inventory contracts with, the suppliers must be located in the same country as you define here.

IRO related fields

The following two fields must be completed if you plan on running the Transfer to in-house CMI process after the contract line is initialized. When you create an IRO sales order, the customer on the sales order is the internal customer for the warehouse that the goods are going to be moved to. The warehouse that the goods are going to be dispatched from, has to be defined with an internal supplier.

The process will work as follows:

Transfer to in-house: The warehouse on the contract line will automatically be the “From” warehouse. So an internal supplier has to be defined on the WDS-warehouse. On the Create order panel, you will be able to define either an internal customer (which will be defined on a “To” warehouse) or enter a “To” warehouse (on which an internal customer shall be defined).

Internal customer: If you plan on running the Transfer to in-house CMI process after the inventory contract line is initialized, enter the internal customer that will be used for the “To” warehouse (i.e. the warehouse that the goods will be moved to).

Internal supplier: If you plan on running the Transfer to in-house CMI process after the inventory contract line is initialized, enter the internal supplier for the warehouse from which the goods are going to be moved.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Setup – Customer Buffer Stock (CBS) at your warehouse site

For this scenario, you promise to keep a buffer stock of your internally owned goods (i.e. certain quantity of certain item(s)) for a specific customer. This internally owned buffer stock must be sold from an inventory contract. A temporary reservation will be created and that quantity will become unavailable for all customers except the customer stated in the contract. The warehouse setup for this type of contract requires that a normal or logical warehouse be set up. See Setting up the stock ownership functionality for the applicable setup scenarios for internally owned stock.

Setup – Wholesaler Buffer Stock (WBS) at your supplier’s warehouse site

This scenario is applicable when your supplier promises to keep a buffer of certain items for you. The supplier owns the goods. When you want to sell something it has to be a BtB order because the stock is located at the supplier. All sales order lines linked to a WBS-contract will always be a BtB sales order line. You can also use the promised buffer for your own replenishment by running the “Purchase” CMI process for a WBS inventory contract line.

It is not required to set up a special, designated warehouse for this kind of inventory contract. You can use any warehouse with warehouse characteristic 1 or 2, (if one has already been set up in your system), that is activated for the item(s) and that you normally use when you sell the item as long as the cost centre on the warehouse is correct, since stock on hand will never be updated. Note: When you (eventually) create the inventory contract line, the item’s warehouse must be valid for BtB (i.e. the warehouse that is activated for the item on the Work with items, Warehouses panel must have the Direct or Transit flag set to YES).

If such a warehouse has not already been set up in your system, do as follows:

File	To do
Work with warehouses	If you are setting up a Logical (Trade) warehouse (Whs characteristic = 2), and you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to the logical warehouse to be able to create the logical warehouse. If you are setting up a Normal warehouse (Whs characteristic = 1), you do not need a physical warehouse. Physical warehouse If you do not already have a physical warehouse set up in your system, add the physical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the physical warehouse. Description Name Address Whs characteristic Set to 9 (Physical warehouse). Stock take/owner This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.) Country Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK. On the Work with warehouses, Warehouse management panel, complete the following fields: Activate WHM Set to YES. Location ext/owner Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.) Click OK to update. Normal or Logical warehouse Add the Normal or Logical (Trade) warehouse and complete the following fields on the first detail panel: Warehouse The ID for the warehouse. Description Name Address Whs characteristic Set to 1 (Normal) or 2 (Trade). Physical If you set the Whs characteristic flag to 2, connect the physical warehouse even though the goods will never be picked from this warehouse. Cost centre Select the cost centre for this warehouse to be used for sales for these kinds of inventory contracts. When this warehouse is active (at least one item has been attached with active stock quantities to the warehouse) this field cannot be changed. Country Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

File

To do

Work with warehouses

If you are setting up a Logical (Trade) warehouse (Whs characteristic = 2), and you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to the logical warehouse to be able to create the logical warehouse. If you are setting up a Normal warehouse (Whs characteristic = 1), you do not need a physical warehouse.

Physical warehouse
If you do not already have a physical warehouse set up in your system, add the physical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the physical warehouse.

Description
Name
Address

Whs characteristic: Set to 9 (Physical warehouse).

Stock take/owner: This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.)

Country: Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK.

On the Work with warehouses, Warehouse management panel, complete the following fields:

Activate WHM: Set to YES.

Location ext/owner: Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.)

Click OK to update.

Normal or Logical warehouse
Add the Normal or Logical (Trade) warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the warehouse.

Description
Name
Address

Whs characteristic: Set to 1 (Normal) or 2 (Trade).

Physical: If you set the Whs characteristic flag to 2, connect the physical warehouse even though the goods will never be picked from this warehouse.

Cost centre: Select the cost centre for this warehouse to be used for sales for these kinds of inventory contracts. When this warehouse is active (at least one item has been attached with active stock quantities to the warehouse) this field cannot be changed.

Country: Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Setup – Deferred Indent Stock (DIS) at your customer’s warehouse site

The supplier, customer and you (the wholesaler) have come to an agreement. Goods are located at the customer but the supplier owns the stock. The orders that are created must not update stock on hand (i.e. the order type used on the order must have Stock on hand set to NO).

If such a warehouse has not already been set up in your system, do as follows:

File	To do
Work with warehouses	If you are setting up a Logical (Trade) warehouse (Whs characteristic = 2), and you do not already have a physical warehouse set up in your system, you must add the physical warehouse first since it will be mandatory to connect this physical warehouse to the logical warehouse to be able to create the logical warehouse. If you are setting up a Normal warehouse (Whs characteristic = 1), you do not add a physical warehouse. Physical warehouse If you do not already have a physical warehouse set up in your system, add the physical warehouse and complete the following fields on the first detail panel: Warehouse The ID for the physical warehouse. Description Name Address Whs characteristic Set to 9 (Physical warehouse). Stock take/owner This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.) Country Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK. On the Work with warehouses, Warehouse management panel, complete the following fields: Activate WHM Set to YES. Location ext/owner Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.) Click OK to update. Normal or Logical warehouse Add the Normal or Logical (Trade) warehouse and complete the following fields on the first detail panel: Warehouse The ID for the warehouse. Description Name Address Whs characteristic Set to 1 (Normal) or 2 (Trade). Physical If you set the Whs characteristic flag to 2, connect the physical warehouse even though the goods will never be picked from this warehouse. Cost centre Select the cost centre for this warehouse to be used for sales for these kinds of inventory contracts. When this warehouse is active (at least one item has been attached with active stock quantities to the warehouse) this field cannot be changed. Country Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse. Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK. On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

File

To do

Work with warehouses

Physical warehouse
If you do not already have a physical warehouse set up in your system, add the physical warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the physical warehouse.

Description
Name
Address

Whs characteristic: Set to 9 (Physical warehouse).

Stock take/owner: This flag determines how you want to apportion any stock count difference among the owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate. (See Stock take/owner field under Handling stock take differences for several external owners for more information about this field.)

Country: Select the applicable country. The country for the physical warehouse must be the same as the one you will enter on the logical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK.

On the Work with warehouses, Warehouse management panel, complete the following fields:

Activate WHM: Set to YES.

Location ext/owner: Set to NO. (See Location/external owner field under Location handling for several external owners for more information about this field.)

Click OK to update.

Normal or Logical warehouse
Add the Normal or Logical (Trade) warehouse and complete the following fields on the first detail panel:

Warehouse: The ID for the warehouse.

Description
Name
Address

Whs characteristic: Set to 1 (Normal) or 2 (Trade).

Physical: If you set the Whs characteristic flag to 2, connect the physical warehouse even though the goods will never be picked from this warehouse.

Cost centre: Select the cost centre for this warehouse to be used for sales for these kinds of inventory contracts. When this warehouse is active (at least one item has been attached with active stock quantities to the warehouse) this field cannot be changed.

Country: Select the applicable country. The country for the logical warehouse must be the same as that on the physical warehouse.

Other fields may need to be completed for other functionality that is activated/installed for your DC1 system. Complete as required. Click OK.

On the second detail panel, define the print information associated with the documents for this warehouse and (if applicable) package reporting information. Click OK until you exit the file.

Change warehouse owners

If you want to change the ownership for externally owned goods, you have to use the applicable CMI process for the inventory contract type. For internally owned goods, you have to use the Change ownership routine. See Change warehouse owners in Setting up the stock ownership functionality for instructions.

Differentiating your warehouses

Location handling for several external owners

Location/external owner field

Handling stock take differences for several external owners

Stock take/owner field

Setting up the basic data

Setting up the warehouses

Setup – Customer Deposit Stock (CDS) at your warehouse site – one external owner

Setup – Customer Deposit Stock (CDS) at your warehouse site – several external owners with no owner per location

Setup – Customer Deposit Stock (CDS) at your warehouse site – Several external owners of stock with owner per location, but no owner restriction

Setup – Customer Deposit Stock (CDS) at your warehouse site – Several external owners of stock with owner per location, but with owner restriction

Setup – Supplier Consignment Stock (SCS) at your warehouse site – one external owner

Setup – Supplier Consignment Stock (SCS) at your warehouse site – several external owners with no owner per location

Setup – Supplier Consignment Stock (SCS) at your warehouse site – Several external owners of stock with owner per location, but no owner restriction

Setup – Supplier Consignment Stock (SCS) at your warehouse site – Several external owners of stock with owner per location, but with owner restriction

Setup – Wholesaler Consignment Stock (WCS) at your customer’s warehouse site

Setup – Wholesaler Deposit Stock (WDS) at your supplier’s warehouse site

Setup – Customer Buffer Stock (CBS) at your warehouse site

Setup – Wholesaler Buffer Stock (WBS) at your supplier’s warehouse site

Setup – Deferred Indent Stock (DIS) at your customer’s warehouse site

Change warehouse owners

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