Troubleshooting: just in time and consignment
3PL add-on For: Administrator, Compliance manager, Warehouse staff, Sales and purchasing Checked on 18.0.0.2.0, 18.0.1.0.0
What to do when a delivery or pick that takes a just-in-time owner's or a consignor's units is refused, when those units are never taken, or when the documents and accounting after a title transfer don't look as expected. Entries are ordered from the most frequent.
A refused delivery or pick changes nothing: no title transfer, no purchase order, no document; the units are still the owner's and the delivery keeps its scans. Several messages start with "DSCSA owner isolation (3PL):"; the others of that family are listed in Error: "DSCSA owner isolation (3PL): …". "Our own stock" in a message means your company's stock.
Refusals met while setting an owner up have their own entries: Error: "Just-in-time transfers for … need issuing mode B …", Error: "Consignor owners are turned off …", Error: "Consignor owners can't be turned off …" and Error: "This document-issuance setting would put … in issuing mode A …".
Error: "… package(s) held for … scanned but … of its unit(s) picked."
What you see: an Invalid Operation window with one line per lot and owner, your own stock included, for example:
DSCSA owner isolation (3PL):
- PRODUCT (PICK), lot LOT: 0 package(s) held for our own stock scanned but 1.0 of its unit(s) picked.
- PRODUCT (PICK), lot LOT: 0 package(s) held for OWNER scanned but 1.0 of its unit(s) picked.
When the delivery is validated another way than with Validate (for example by a script), the same check reads:
PICKING takes units held for OWNER, which we buy just in time: scan the serial of each of those units first.
- PRODUCT, lot LOT: N unit(s) held for OWNER picked but N scanned.
When: you select Validate on a pick (or a one-step delivery) that takes a just-in-time owner's units, in Pick, pack and ship when a just-in-time owner holds the product.
Cause: the step takes units of more than one owner (yours and a just-in-time owner's), so every unit it moves must be scanned, lot by lot and owner by owner, before the owner's units can be bought. The picked quantity is printed with a decimal (Known issue PF-W21-01).
Remedy: resolution.
- Select Close.
- Select Scan Serials, scan every unit the step moves (yours and the owner's), then select Register (3PL-JIT-03 step 3).
- Select Validate again. If you scanned fewer units than the step asks for, Create Backorder? opens: select Discard and scan the rest, or create the backorder.
Who can fix it: Rx Tracking User or Manager.
Error: "TT/… can't be validated:" when you validate a delivery
What you see: an Invalid Operation window, for example:
TT/YYYY/NNNNN can't be validated:
- Facility WAREHOUSE has no valid wholesale distributor licence: record our state wholesale licence for it (activity Wholesale
distribution) and verify it.
When: you select Validate on a delivery or pick that takes a just-in-time owner's or a consignor's units, in Ship our own sale that takes a just-in-time owner's units or Take in and sell consignment stock.
Cause: validating the delivery first buys the owner's units through a title transfer, and that transfer runs every rule of a title transfer to you. The most common line is your wholesale license for the warehouse (missing, unverified, archived or expired); others are the owner as a trading partner and the units' state. The whole validation is undone: the transfer named in the message doesn't exist afterwards, and its purchase order number is skipped. Inventory ‣ Rx Tracking ‣ Gate Log (in the 3PL ‣ Reports section) keeps the check's rows for that transfer name, the failed one included (Known issue PF-W21-02).
Remedy: resolution.
- Select Close.
- Fix each line with its entry in Error: "The title transfer can't be validated: …". For the wholesale license, an Rx Tracking Manager records and verifies it (Record and verify our facility licenses), or re-activates an archived one.
- Select Validate on the delivery again. Its scans are kept.
Who can fix it: Rx Tracking Manager (licenses, owner profiles); then the warehouse, Rx Tracking User or Manager.
Error: "… is held for …, not for …: it can't be used on this transfer."
What you see: in Scan Serials:
Nothing was registered. Fix these scans and try again:
Line N: Serial SERIAL is held for OWNER, not for our own stock: it can't be used on this transfer.
When: you scan a unit on your own delivery, in Ship our own sale that takes a just-in-time owner's units or Sell units bought in place as our own stock.
Cause: the unit belongs to an owner whose units your delivery may not take: the owner is not a just-in-time owner (for example Northwind Generics LLC in the example database), or a title transfer bought only part of the lot and this unit is still the owner's. A just-in-time owner's unit is accepted instead, and bought at validation.
Remedy: resolution. Select Close, delete that line in the scan box, scan one of your own units (or one of a just-in-time owner's), then select Register. To buy the owner's unit, make a title transfer first (Buy an owner's units in place) or make the owner a just-in-time owner (3PL-JIT-01).
Who can fix it: Rx Tracking User or Manager (the scan); Rx Tracking Manager (the owner profile).
Error: "… takes units held for …, but the move is for our own stock."
What you see:
DSCSA owner isolation (3PL):
- PRODUCT (PICKING): a line (lot LOT) takes units held for OWNER, but the move is for our own stock.
- PRODUCT (PICKING): serial SERIAL is held for OWNER, not for our own stock.
Either line can also appear alone.
When: you select Validate on your delivery or pick after the owner stopped being a just-in-time owner, in Stop just-in-time buying or end a consignment.
Cause: the transfer reserved (and perhaps scanned) the owner's units while the owner was a just-in-time owner. Since then Just-in-Time Transfers or Title Transfers Allowed was cleared, the owner fell into issuing mode A, its profile was archived, or a line was edited to another owner, so the units can't be bought any more.
Remedy: resolution. Choose one:
- Keep the owner a just-in-time owner: an Rx Tracking Manager selects Just-in-Time Transfers again, then select Validate.
- Ship only your own units: on the DSCSA Packages tab select Remove this scan for the owner's units, in the ⚙ (Actions) menu select Unreserve, and when your own stock is enough select Check Availability; then scan and validate (with a backorder for what is missing).
Who can fix it: Rx Tracking User or Manager (the transfer); Rx Tracking Manager (the owner profile).
The owner's units are never taken by our sales
What you see: your delivery stays Waiting (or reserves less than it needs) although an owner you buy from just in time, or a consignor, holds the product in the warehouse. The Moves list shows no line with its name in Held for Owner.
When: after you confirm a sales order, in Ship our own sale that takes a just-in-time owner's units or Take in and sell consignment stock.
Cause: one condition of just-in-time buying is missing. Your sales take an owner's units only when all of these hold:
- the owner's profile is active and has Title Transfers Allowed; profiles without it save with no message (Known issues PF-W13-01, PF-A08-09);
- Just-in-Time Transfers is selected, or Owner Type is Consignor while the company setting Consignor owners is selected;
- Issuing Mode is Mode B: we send the owner's documents to its customer;
- the owner holds units of that product, in stock, in the warehouse the delivery (or its pick) takes from;
- the transfer is the first step of your own sales order, not a delivery created by hand;
- the customer needs package-level data: a lot-level delivery to an exempt small dispenser never takes owner units.
Remedy: resolution. Fix the missing condition on the owner's profile (Set up an owner for just-in-time buying), then on the delivery select Check Availability. For a hand-made delivery, sell through a sales order instead.
Who can fix it: Rx Tracking Manager (the profile); Rx Tracking User or Manager (the delivery).
The in-place documents have no EPCIS file
What you see: on the posted seller-side document of a title transfer (its Files tab has only the T3):
No EPCIS file was generated: the shipment has no business reference
The document is listed by the EPCIS Missing filter of Inventory ‣ Rx Tracking ‣ Documents, and the buyer-side document has no file on its Files tab. The software also has a reason written for in-place documents, "the transfer in place has no business reference (the buyer's order number or our invoice)", but the screen shows the general one above (Known issue PF-W21-03).
When: after a manager validates a sale back to an owner or a sale between two owners, in Find and read the in-place documents of a title transfer.
Cause: the transfer had neither Buyer's Order Reference nor Invoice Reference. An EPCIS file needs one of them; Check and Validate don't warn (Known issue PF-A08-01). A transfer to you always has its order reference (the title purchase order).
Remedy: none for the posted documents: a posted document is frozen and its file can't be added later. Send the owner the transaction information another way, as your procedure decides. For the next transfers, always fill in one of the two references before Validate (Sell units back to an owner, or between two owners).
Who can fix it: nobody for the posted documents; Rx Tracking User or Manager for the next transfers.
Error: "…: only … more unit(s) of lot … held for … are available in …"
What you see:
DSCSA owner isolation (3PL):
- PRODUCT: only N more unit(s) of lot LOT held for OWNER are available in LOCATION, but N were scanned.
When: rarely, at Scan Serials ‣ Register or Validate on a delivery or pick that takes a just-in-time owner's units.
Cause: you scanned more of the owner's units of that lot than are free in that location: some are reserved by another transfer (an owner order, or another of your deliveries).
Remedy: resolution. Remove the extra scans (Remove this scan on the DSCSA Packages tab) and scan units that are free, or unreserve the other transfer first.
Who can fix it: Rx Tracking User or Manager.
Error: "Lot …: … holds … unit(s) of … there, not …"
What you see: a line of a "TT/YYYY/NNNNN can't be validated:" refusal at Validate on your delivery or pick:
Lot LOT: LOCATION holds N unit(s) of OWNER there, not N.
When: at Validate, while the software buys the owner's units just in time.
Cause: the stock quantities held for the owner in that bin don't match the units being bought: the stock data is inconsistent (for example after a correction outside a transfer).
Remedy: workaround. Count the bin (Count an owner's stock and record the units that are gone), or ask your administrator to check the owner's stock in that location; then validate again.
Who can fix it: Rx Tracking Manager or an Inventory Administrator.
Error: "… is a consignor, and consignor owners are turned off in the 3PL settings."
What you see: a line of a title transfer's Check or Validate refusal, or of your delivery's refusal:
OWNER is a consignor, and consignor owners are turned off in the 3PL settings.
When: a title transfer from a consignor, after Consignor owners was cleared in the 3PL settings.
Cause: the company no longer allows consignors. Clearing the setting is refused while a consignor profile is active, so this line is rare.
Remedy: resolution. Have an administrator select Consignor owners again (Choose the company's 3PL policies), or set the owner's Owner Type to Owner (3PL client) and buy its units in place.
Who can fix it: the administrator of the 3PL settings; Rx Tracking Manager (the profile).