...
When generating the invoice, who should be billed?
How can we distinguish between automated and manually entered entries? Should we utilize the existing Sales Order Source field or implement a new checkbox?
What is the method for recognizing Crowdfunding, Transfer, Tradeshow, and Removal orders?
Could you provide information about what constitutes an Allocated Destination? Is it equivalent to the Ship-to address in GF? We require this data to formulate the logic for calculating fulfillment fees for "Transfers, Tradeshow, and Removals."
//////////////////////////////////////////////////////
Excel Design Doc:
Blackbox Warehouse Service Invoicing Flow Design.xlsx
For Warehouse Receipts, the system will utilize the pallet, carton, and SKU information gathered from the warehouse receipt header. It will then combine this data with the service rates configured in the company setup to compute the total service charge. In cases where a warehouse receipt pertains to the receipt of a floor-loaded container, a flat rate designated for "Floor Loaded Container Received Service" will be applied.
When processing Warehouse Shipments, the system will determine whether the shipment is categorized as B2B or B2C based on the Sales Order Sales Type. Additionally, the Sales Order Source field will be examined to ascertain if an order was manually entered or automatically generated by routines. If the Source field is empty, it indicates manual order creation by the user. The system will then fetch the appropriate rates from the setups to calculate the overall service charge.
B2B Automated Order only applied to Breaking Game. (Sell-to?)
For Transfers, Tradeshows, and Removals orders, the fees will be calculated by multiplying the hours recorded in the warehouse shipment by the "Transfers, Tradeshows, and Removals Service Rate."
Another button, “Create Sales Invoice”, will be added to the Service Charge Calculation list page
An individual invoice will be generated for each of the accounts, and the system will establish a link between the invoice and the corresponding Service Charge Calculation entry.
Receiving
QS: In GF is there a way to differentiate the received package is a pallet or carton?
A checkbox on the warehouse receipt header ‘Floor Loaded Container Received’
Fulfillment
Use Sales Order Sales Type to determine if a shipment is B2B or B2C.
Use the Sales Order Source field to determine if an order is manually entered or automatically created by routines. If the Source field is blank then the order is manually created by the user.
Or Create a new boolean field “Created by System”. All process that automatically creates an order will need to set this field to True, to indicate that the order is automatically created.
Create a picklist field “Special Order Type” with values: “B2C Crowdfunding”, “Transfers”, “Tradeshows”, and “Removals” to identify the following orders
B2C Crowdfunding Additional CSV Upload
Transfers, Tradeshows, Removals
Calculate “B2B Automated Order” only when Division = Breaking Game
Calculate “B2B Automated Line Item(s)” only when Division = Breaking Game
Table - Service Charge Calculation
Field Name | Type |
|---|---|
Customer | Look |
Start Date | Date |
End Date | Date |
Total Billable Service Charge Amount | Currency |
Table - Service Charge Calculation Line
...
Field Name
...
Type
...
Service Charge Calculation
...
Master-Detail(Service Charge Calculation)
...
Line No.
...
Description
...
Quantity
...
Unit Rate
...
Amount
...
Document Posting Date
...
Warehouse Shipment Line
...
Warehouse Receipt Line
Flow
...
The system will loop through the lines
For Receiving (Warehouse Receipt)
If the Warehouse Receipt has the field “Floor Loaded Container” checked then the “Floor Loaded Container Receiving“ service fee setup will be used for fee calculation.
If the Warehouse Receipt only contains one SKU and the package type is Pallet then the “Pallet Receiving - Single SKU” service fee setup will be used for fee calculation.
If the Warehouse Receipt receipt only contains multiple SKUs and the package type is Pallet, then the “Pallet Receiving - Multiple SKU” service fee setup will be applied for fee calculation.
If the Warehouse Receipt receipt only contains one SKU and the package type is Carton then the “Carton Receiving - Single SKU” service fee setup will be applied for fee calculation.
If the Warehouse Receipt receipt only contains multiple SKUs and the package type is Carton, then the “Carton Receiving - Multiple SKU” service fee setup will be applied for fee calculation.
For Fulfillment (Warehouse Shipment)
If Sales Order’s Sales Type = ‘B2C’
AND if Special Order Type = ‘B2C Crowdfunding’, then the “B2C Crowdfunding Additional Order Fulfillment” service fee setup will be applied for fee calculation.
AND if the Sales Order Source is ‘Blank’,
Then the “B2C Manual Order Fulfillment” and “B2C Manual Order Fulfillment - Line Item“ service fee setups will be applied for fee calculation.
The processing fee of the order = Rate setup in “B2C Manual Order Fulfillment” + Total Lines * “B2C Manual Order Fulfillment - Line Item”
AND if the Sales Order Souce is not ‘Blank’
Then the “B2C Automated Order Fulfillment” and “B2C Automated Order Fulfillment - Line Item“ service fee setups will be applied for fee calculation.
The processing fee of the order = Rate setup in “B2C Automated Order Fulfillment” + Total Lines * “B2C Automated Order Fulfillment - Line Item”
If Sales Order’s Sales Type = ‘B2B’
AND if Special Order Type = ‘Transfers’, then the “Transfers Order Fulfillment” service fee setup will be applied for fee calculation.
If Special Order Type = ‘Tradeshows’, then the “Tradeshows Order Fulfillment” service fee setup will be applied for fee calculation.
If Special Order Type = ‘Removals’, then the “Removals Order Fulfillment” service fee setup will be applied for fee calculation.
NOTE: For the above Special Order type, the customer is been charged hourly. How does this type of order get entered? In the current system, how do you capture hours spent?
AND if the Sales Order Source is ‘Blank’
Then the “B2B Manual Order Fulfillment” and “B2B Manual Order Fulfillment - Line Item“ service fee setups will be applied for fee calculation.
The processing fee of the order = Rate setup in “B2B Manual Order Fulfillment” + Total Lines * “B2B Manual Order Fulfillment - Line Item”
AND if the Sales Order Source is not ‘Blank’ AND Sales Order Division is “Breaking Game”
Then the “B2B Automated Order Fulfillment” and “B2B Automated Order Fulfillment - Line Item“ service fee setups will be applied for fee calculation.
The processing fee of the order = Rate setup in “B2B Manual Order Fulfillment” + Total Lines * “B2B Manual Order Fulfillment - Line Item”
NOTE: If shipped using pallets then an additional service fee “B2B Order Fulfillment Pallet Packaging” will also be added to the total order fee.
The processing fee of the order = The processing fee of the order + Rate setup in “B2B Order Fulfillment Pallet Packaging” * number of pallets used.
...