Introduction:  

This blog outlines the leading medical device industry business process steps to fulfill trunk stock (Stock held by a sales representative) requests from a medical sales representative.

A medical sales representative may request material from the company to pursue a sales opportunity or for marketing purposes, this process needs to accurately be captured in the S4 Hana system to provide visibility, tracking, logistics support, and accountability. The following provides system process steps to achieve this goal.

Pre-requisite:

• A sales representative will be created as an in-house customer

• Instruments and Consumables set up as separate materials

Setup Steps:

Configure new consignment document type: –

Step 1: Define Consignment fill up and pick up document types.

SPRO – Sales and Distribution – Sales document- Sales document header – Define sales document type.

Consignment Fill up. – To deliver to a medical sales representative

Consignment Pick up – To pick up from medical representative.

Step 2: Define item categories.

SPRO – Sales and Distribution – Sales document- Sales document item – Define item categories.

Consignment Fill-up Item category.

Consignment pick-up item category

Step 3: Schedule lines

SPRO – Sales and Distribution – Sales document- Schedule lines – Define schedule lines.

Consignment Fill-up schedule line

Consignment Pickup Schedule line.

Step 4: Assign document type to the sales area.

SPRO – Sales and Distribution – Sales document- Sales document header – Assign Sales Area to Sales Document Types

Step 5: Assign Item Categories

SPRO – Sales and Distribution – Sales document- Sales document item – Assign Item Categories

Step 6: Assign Schedule Line Categories

SPRO – Sales and Distribution – Sales document- Schedule lines – Assign Schedule Line Categories

Process steps: –

Step 1. Create a Consignment fill-up (KB) order to fulfill the trunk stock request from a medical representative.

Step 2: Create an outbound delivery with reference to the KB Order. Pick, pack, and Issue

Step 3: (Optional) – If the medical representative chooses to return material to the warehouse, create pick up order (KA) To pick up from the medical sales representative after pre-sale activity

Step 4: Create Inbound delivery and receive goods in the warehouse of origin.

Conclusion:

• After going through the above blog, the user should have learned how to fulfill trunk stock requests from medical sales representatives using S4 HANA
• Please provide your feedback/comments. You can ask Question / Answer for the open Questions in the SAP Community here

Reference:

S/4 HANA Consignment Process:

Consignment Stock Processing | SAP Help Portal

Authors: Mohan Kaliyamoorthy and Immanuel Godwin Johnson