Versions Compared

Version Old Version 24 New Version 25
Changes made by

Steven Wang

Steven Wang

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Navigate to the Service Charge Calculation tab

  • Click the Calculate Service Charge button

  • Month End defaults to the previous month’s last date.

  • The system will process the below transactions in the month:

    • For each Whse. Receipts

      • Calculate per pallet charge

      • Calculate additional charge if pallets have more than 1 SKU

      • Calculate per carton charge

      • Calculate additional charge for cartons that have more than 1 SKU

      • Calculate additional Floor Loaded Container service charges if applicable.

      • The system will create one Service Charge Calculation Line per Warehouse Receipt.

    • For each Whse. Shipments

      • Determine whether the shipment is B2B or B2C based on the Sales Order Sales Type.

      • A picklist field “Method” pm the Sales Order indicates whether an order was manually entered or imported by routines.

      • Calculate per order charge

      • Calculate the total line charge

      • For B2B, calculate per pallet charge if applicable

      • Calculate B2C crowdfunding additional charge if applicable

        • The “Crowdfunding Additional Upload” checkbox on the Sales Order indicates whether an order is a crowdfunding additional upload or not.

      • Calculate additional Transfer, Tradeshow, and Removal order fulfillment fees if applicable.

        • The “Transfer/Tradeshow/Removal” checkbox on the Sales Order indicates whether the order is for transfer/tradeshow/removal or not.

      • The system will create one Service Charge Calculation record per vendor/designer per month.

        • If a shipment contains multiple items, and the items belong to a different vendor/designer, then multiple Service Charge Calculation records will be created.

      • The system will create one Service Charge Calculation Line per Warehouse Shipment, per vendor/designer.

  • Users run reports and review data

  • Click the Create Sales Invoice button to generate Sales Invoices

  • The system will create one invoice per vendor/designer per month.

    • There will be one invoice line per service group (Receiving/Fulfillment), and the invoice line item will default to the 'Service Charge Item' set up in the Company Setup.

  • Which Division to use in the invoice????

Open Questions

  • How can we distinguish between automated and manually entered entries? Should we utilize the existing Sales Order Source field or implement a new checkbox?

Internal Excel Design Doc:

...