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Setups

Add Setup fields to Company Setup

Field Name

Field Help

Add New Fields to Whse Receipt

Add New Fields to Whse Shipment

Month-End Process Flow

bullet points

Open Questions

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Questions/Design Decisions

Excel Design Doc:

Blackbox Warehouse Service Invoicing Flow Design.xlsx

how do I set up?

how do I capture relevant data

how to run the routine, and how do I create invoice/report

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

Design

Table Structure - Service Fee Setup

Field Name

Type

Group

Picklist(Receiving, Fulfillment)

Service Fee Type*

Picklist(See below Service Fee Type Picklist)

Service Item

Lookup(GF Item)

Rate Type

Picklist(Fix Amount, Unit)

Rate

Currency

Minimum Charge

Currency

Pallet Fee per Unit

For B2B fulfillment, pallet packaging

Limited to Division

Lookup(Division)

Service Fee Type Picklist

  • Pallet Receiving - Single SKU

  • Pallet Receiving - Multiple SKU

  • Carton Receiving - Single SKU

  • Carton Receiving - Multiple SKU

  • Floor Loaded Container Receiving

  • B2C Automated Order Fulfillment

  • B2C Automated Order Fulfillment - Line Item

  • B2C Manual Order Fulfillment

  • B2C Manual Order Fulfillment - Line Item

  • B2C Crowdfunding Additional Order Fulfillment

  • B2B Automated Order Fulfillment

  • B2B Automated Order Fulfillment - Line Item

  • B2B Manual Order Fulfillment

  • B2B Manual Order Fulfillment - Line Item

  • B2B Order Fulfillment Pallet Packaging

  • Transfers Order Fulfillment

  • Tradeshows Order Fulfillment

  • Removals Order Fulfillment

Table - Service Charge Calculation

(Do we need this? There should be another routine that creates invoices after the line data are reviewed)

Field Name

Type

Customer

Start Date

Date

End Date

Date

Total Billable Service Fee Amount

Currency

Table - Service Charge Calculation Line

Field Name

Type

Service Charge Calculation

Master-Detail(Service Charge Calculation)

Line No.

Service

Lookip(Service Fee Setup)

Description

Quantity

Unit Rate

Amount

Document Posting Date

Warehouse Shipment Line

Warehouse Receipt Line

Flow

  • A new button on the Service Charge Calculation list page “Calculate Service Charge”

  • A popup window will allow the user to enter the data range, “Start Date” and “End Date”

  • The system will query Posted Warehouse Shipment and Warehouse Receipt with lines whose Posting Date >= Start Date and Posting Date <= End Date.

  • 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.

  • Create a button when clicking, create Sales Invoices for each customer, and group lines by Service Fee Type.

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