Customer managed Bins

Kinetic ERP
1

Hello,

I need to setup a new warehouse and bin for consigment. We will charge the customer, but keep the goods in our warehouse.

So I created a new warehouse CONS-PT
Then I created a new bin ConsCust and wanted to assign my customer to the new bin in the type section:
image

But my customer does not appear in the list or customer to select. What am I missing ? I did not find any field in the Customer maintenance form…and compared this customer with anoter in the database and did not find much difference…
So how can I assign my customer to that bin ? I feel I am missing a step…

thanks

Pierre

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2

Any chance you are multi-site and/or company and you are in the wrong one?

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3

Yes we are but no I am in correct company/site.

4

I believe you need to do some more setup. I have never set up customer/supplier bins, but I read about it once.

Is it finished goods they have bought? Or is it material that you will use on jobs?

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5

I haven’t deep dived into company settings/configurations. Not sure if it is required but here is how you can get customer assigned to the bin:

There is a Pre-load search filter for fetching customer rows from warehouse bin.
image
I was not able to find this field in interface, but you can mark this checkbox, field does exist in database. I did a quick test and was able to assign customer to a bin.

Again, I am not sure if any other setup is required but this can take you further. Worth trying.

6

The customer managed inventory bin functionality is connected to customer supplied material and the ability to cut a Customer Managed type PO that will allow you to receive product supplied by a customer and not have any inventory costs associated with it.
In order to set this up you need to do some additional setups by identifying suppliers that you expect to receive material from for a specific customer (Managed Suppliers panel in customer entry). You should then be able to select the customer in the bin screen.

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7

Longshot, but check in your License listing and make sure the “Customer Managed Inventory” module is selected and enabled. In the education documentation for 2021.2 it says that that module must be licensed… and I know that right now it is part of core functionality, but it probably was not always so and if you’ve been on Epicor for a long time the license may never have gotten updated.

A longshot, but worth the checking.

8

Is this material incoming to you or is it material that you sold to the customer and are holding for them?

9

It is parts that we produced for the customer.

We are already using the Customer managed functionality (it was setup 10 years ago not by me…) for about 5 customers…

When I try to add manually the name a get this message:
image

Why does it need to have a related supplier ?

Anyhow, I tried to create a supplier with same name, but I cannot put more than 8 characters… so the id’s do not match.

Maybe this is not important as I need to relate them together I guess…but how ?

thanks

Pierre

10

On the main Customer page

image

11

GOT IT !

Under the customer / Additionnal / Managed Suppliers

Add the supplier connected to this customer…

(still do not know why)

But I was able to add the customer to the customer Managed section of my bin !

Thanks alla for your support!

Pierre

2 Likes
12

Sorry I missed your post… tks for the explanation. So even though we are not receiving anything from the customer… we still need to create it as a supplier…

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