Create and run a consignment

Grower Return • Article • 4/22/2026 •

The following procedure outlines how to create a new consignment, run the consignment calculation and generate consignment lines.

Select the Search icon , enter Consignments, and then choose the related link.
The Consignments list page opens.
On the action bar, select Create Consignments.
The Create Consignments page opens in which filters can be set for specific vendors or orders.
Select OK. The system calculates the consignment, updates the Status field value to Calculated, and generates consignment lines on the Lines FastTab.

On the Lines FastTab, in the Source/Identity group, you can view the following fields, all indicating a particular metrics for the specific consignment

Field	Description
Source Document No.	Specifies the purchase order number from which this consignment line originates.
Source Document Type	Specifies the type of source document from which this consignment line originates.
Source Type	Specifies the type of source associated with this consignment line, for example, Vendor.
Source No.	Specifies the vendor number associated with the source document of this consignment line.
Line Type	Specifies whether this consignment line represents an individual lot (Consignment) or a purchase order line (Purchase Order). Revenue, claims, costs, and purchase value lookup actions are only available on lines of type Consignment.
Item No.	Specifies the number of the item received on the purchase receipt line linked to this consignment line.
Lot No.	Specifies the lot number of the item received, as traced from the item ledger entries at receipt.

In the Revenue group, you can view the following fields:

Field	Description
Net Revenue (Total)	Specifies the total net revenue for this consignment line, aggregated across all sales statuses (actual invoiced, expected shipped, and expected ordered).
Gross Revenue	Specifies the total gross revenue for this consignment line before discounts, calculated as the sum of all revenue detail lines.
Discount Value	Specifies the total sales discount amount deducted from the gross revenue on this consignment line.

In the Claims group, you can view the following fields:

Field	Description
Net Claims (Total)	Specifies the total net claim value for this consignment line, aggregated across all claim statuses (posted credit memo, posted return order, and open return order).
Claim Value Gross	Specifies the total gross claim value for this consignment line before claim discounts.
Claim Discount	Specifies the total discount amount applied to claims on this consignment line.

In the Cost group, you can view the following fields:

Field	Description
Cost Amount (Expected)	Specifies the total expected cost for this consignment line, calculated as the sum of all cost detail lines with posting type Expected.
Cost Amount (Actual)	Specifies the total actual (invoiced) cost for this consignment line, calculated as the sum of all cost detail lines with posting type Actual or Standard.
Cost Amount (Consignment)	Specifies the cost amount used in the profitability calculation for this consignment line. The value used is determined by the Cost Application Method field value on the cost template line: Expected: Uses the expected cost. Actual: Uses the actual cost. Actual: Uses the actual cost when available, otherwise the expected cost. Manual: requires the value to be entered manually Calculation: Uses a formula defined on the cost template line.
Cost Amount (Total)	Specifies the total cost for this consignment line. If no cost template is defined, the system calculates this as the sum of the Cost Amount (Expected) and Cost Amount (Actual) field values. If a cost template is defined, this value reflects the total consignment cost based on the cost template lines

In the Purchase Value group, you can view the following fields:

Field	Description
Purchase Value (Received)	Specifies the value of quantities received but not yet invoiced for this consignment line, calculated as the quantity received (not invoiced) multiplied by the current unit cost on the purchase order. This value is dynamic and updates when the unit cost on the open purchase order changes.
Purchase Value (Invoiced)	Specifies the value of quantities that have been invoiced for this consignment line, calculated from the posted purchase invoice lines.
Purchase Value (Total)	Specifies the total purchase value for this consignment line, calculated as the sum of Purchase Value (Received) and Purchase Value (Invoiced) field values.

If you update field values in the purchase value group using additional documents (such as purchase invoices or purchase credit memos) that do not use the original receipt line (for example, by using item charges), the system does not update the Purchase Value (Received), Purchase Value (Invoiced), or Purchase Value (Total) field values.

In the Profitability group, you can view the following fields:

Field	Description
Profitability	Specifies the calculated profitability amount for this consignment line under the configured Consignment Profit. Method field value. Under the Net Revenue method, this is calculated as: Net Revenue (Total)- Net Claims (Total) - Cost Amount (Consignment- Purchase Value (Total).
Profitability %	Specifies the profitability as a percentage of net revenue minus net claim value for this consignment line. When the net revenue minus net claims equals zero, this field value is set to 0.

If the accounting method on the purchase line allows settlement and a settlement exists, the system fills several additional fields as follows:

In the Settlement Source group, you can view the following fields:

Field	Description
Settlement Document No.	Specifies the number of the settlement document linked to this consignment line. Use this field to navigate from the consignment to the related settlement.
Settlement Line No.	Specifies the line number within the linked settlement document that corresponds to this consignment line.
Settlement Profitability	Specifies the profitability amount for this consignment line as determined by the linked settlement. For the account sale accounting method, this is based on account sale data. For the pooling accounting method, each vendor's share is determined by their proportional quantity within the pooling group.
Settlement Profitability %	Specifies the settlement profitability as a percentage for this consignment line, as determined by the linked settlement.
Proposed Settlement Profitability	Specifies the pre-final (proposed) settlement profitability amount for this consignment line, based on the settlement calculation before the settlement is posted.
Proposed Settlement Profitability %	Specifies the proposed settlement profitability as a percentage for this consignment line, based on the settlement calculation before the settlement is posted.

Depending on their origin, above mentioned fields are grouped and shown in one of the following views:

General view: Gives insights into primary fields used to calculate consignment profitability.
Purchase View: Gives insights into received and invoiced purchase value for this consignment.
Revenue view: Gives insights into gross revenue, discounts granted and net revenue for this consignment.
Claim view: Gives insights into gross claims, discounts reversed and net claims for this consignment.

You can toggle between Simple and Advanced to view more information. This works in combination with all the views mentioned above.

For each consignment line, one or more consignment detail lines are available. You can access them by choosing the Consignment Detail Lines action or by using the expand/collapse toggle on the consignment line of type, Consignment. Detail lines show all purchase lines that make up the consignment line. When you use the expand toggle, you can view the related sales transactions for each purchase line.

Select one of the following topics to understand the insights provided by the consignment page: