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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.
Determine 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
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
B2C Crowdfunding Additional CSV Upload
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."
Internal Excel Design Doc:
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