My understanding of the loan flow (on the stock perspective) is the following: Sales order allocates internal stock > Loan delivery moves the stock from internal to customer location > If stock is not returned, the customer invoice validation triggers the stock issue from the customer location. 

So I see no step where a sale order can allocate loan stock. The main limit of the loan flow is the stock is either returned before the end of the loan or the stock is sold.

In consignment stock, I assume you have a large quantity and every month the customer is consumming some of this stock. So each month, you need to do a loan return of the quantity not consummed (to put it back into your internal stock) and invoice the rest. Then you would need to create a new loan delivery to resent the stock on the customer location.

I hope this makes sense to you. Consignment stock is not an easy topic and usually requires a dedicated workshop (and possibly some customization).

You should read this thread: https://www.sagecity.com/support_communities/sage_erp_x3/f/sage-x3-general-discussion-forum/91963/consignment-stock-in-sage-x3

Workaround with internal location usually ends-up to be the best choice.

I have a similar question.  We will be selling a product to the end user, but will be shipping it to a service company that will install it for the end user.  The end user will be the one invoiced for the product.  How can we ship it to the service company and still have it in stock to create the delivery (and capture the serial number) to then invoice it to the end customer? 

The order will contain other items that will ship direct to the end customer on the same order.  Oh and to further complicate it, the item will be part of a sales kit (commercial BOM).  We have never used sales kits but are going to try it for this situation because it will be sold as a "package" price and don't want the individual item prices revealed.

We are on X3 V6.5, but in the middle of a migration to EM V12.

Hello Julien,

Thank you.  I saw the thread you mentioned.  My memory is fairly sharp, and believe that something was either changed by SAGE, or this feature was a NA add-on at one time.  If you try to allocate the loan, in the example from the stream, it does not appear in manual allocations for selection.  Lot tracking is critical for this client as they are in the medical industry.  So, multiple site management of consignment is not a viable option.  Internal location types does not support specific customer allocation for viable management of the devices.  

Concerning is that the detailed stock inquiry still shows "BP stock" as an option, but, this location type is not listed in the location type screen.  However, "Customer" and "Supplier" are options.  So, if the Supplier inventory can be used as a allocation type, then what happened to the "Customer" or BP customer option?  

This is an excellent feature that would make many Sage X3 users happy in the medical device industry.  Perhaps Sage could resurrect this feature?  If not, I would welcome a patch to change the stock issue screen to permit allocation of customer inventory.

Thoughts?

Tom

Hello AGrover,

Good question.  Consider creating a non-financial site with both BP customer and Supplier linked.  Perhaps call it SERVxxx to have some association with the service organization.  Simply perform an intersite transfer or SO/Delivery to this site as the BP Customer.  Once the Service organization uses the inventory, create a new SOI direct to the end user/customer with a direct invoice with stock transaction set to YES from the SERVxxx site.  This avoids the delivery step completely.  

Give a try in your TEST folder and let me know if this helps.

Tom

Hi Tom, I can't tell if there were a change on this function as I was more focus on manufacturing than distribution when I have started. 

When I faced the consignment stock requirement (on the supplier perspective: in the sales modules), I haven't find a perfect solution. 

In general, I believe the best is to use internal stock for customer stock mixed with warehouse management (to reduce the risk of allocating and using the customer stock for another customer).

Note: From the quantity field in the sales order, you have the ability to manually force the allocation on a specific location, the one created for your customer (and a specific lot number I think). But the location is manually entered in standard, so you just need a small customization to initialize this field with the customer location code and then you secure that the sales order can only allocate the right consignment stock.