ADD and UPDATE ACCOUNT SCREENS


 

  Update 22 Init 19

 

  1. Summary
    1. Use this screen to Add or Update Account Billing Information.Coreflex will not double charge for the same type of charge set up at the Account, Product Type and Product level.  The Account Level is overridden by the Product Type Level and the Product Type Level is overridden by the Product Level. refer the the Quick Start Billing for detailed explanations on how Coreflex bills. If the Pallet tracking module is being used, the Inbound Billing and the Bill Storage Upon Receipt can be overridden based on the Account Preference Invoice: Pallet Receiving Inbound Charge No Bill Pallet Field and Value.

 

  1. Buttons
    1. OK
      1. Exits screen and adds or updates the Account Information with the information on the screen
    1. Cancel
      1. Exits the screen without adding or updating the Account Information.

 

  1. Account Fields
    1. Proof Of Delivery Only Account
      1. Check this if Coreflex will only be used to produce Bills of Lading for this account.
      2. In this case no inventory will be managed in Coreflex for this account.

      2.  

    2. Yard Management Only Account
      1. Check this if no inventory for the Account will be kept in Coreflex and only the Coreflex Yard Management screen is to be used for the account.

      3.  

    3. Account #
      1. Unique Identifying Number for account.
      2. May be alpha-numeric.

      4.  

    4. Account Name
      1. Name of Account.

 

    1. Account Prefix
      1. Prefix assigned to the Products of this account which identifies them as being owned by this account.
      2. An error message will be displayed when the OK button is clicked if this field is blank or the prefix entered is already used by another account.
      3. Coreflex recommends using 3 Digits followed by a dash as the prefix.

 

    1. Ship Complete
      1. This field gets copied to the Ship Complete field on the order when an order is entered or imported for this account.
      2. This field is informational only and is meant to indicate that orders should not be shipped until all the inventory is ready to ship.

 

    1. Hold at Packing
      1. This field gets copied to the Ship Complete field on the order when an order is entered or imported for this account.
      2. If this field is set to yes, the Order Packed button is disabled on the Shipments – Pack Orders Screen.  This will require a user with a Default Level of 200 or greater to be able to move the order to the next status by clicking the Order Complete Button.
      3. Set this Yes if you want to interrupt the shipment of orders for this account for some reason.  For example, taking pictures of the Pallets before they ship.

 

    1. Scan Code
      1. Used by Coreflex RF software when an account scan is required.
      2. Should be unique for every account.

 

    1. Generate Back Orders
      1. Never – Never create back orders for short-shipped items.
      2. Always – Always create back orders for short-shipped items.
      3. By Customer – Use the Generate Back Orders flag set in the Customers Ship To Address to determine if a back order should be created for the Shipment.

 

    1. Invoice As
      1. Customer Name to use when sending invoices for this Account to Quick Books.
      2. If this field is left Blank, the Account # will be used.

 

    1. Comment
      1. This Account comment is displayed on some of the printed bills.

  1. Billing Check Boxes
    1. Bill Storage Upon Receipt

                                                               i.      When checked a Inventory Charge will be applied when the material is received.

                                                             ii.      Items received on the 1st-15th of the month will be billed for a full month.

                                                            iii.      Items received on the 16th-31st of the month will be billed for the amount specified in the Inv Charge (1/2 Month Field).

 

    1. Use Inbound Min for Initial Storage

                                                               i.      Normally, the Inventory Charge Min Basis will be used for the Initial Storage (Billed when the Bill Storage Upon Receipt is checked).  Checking this box will make the Inbound Per Basis Min be applied instead.

 

    1. Anniversary Billing

                                                               i.      When Checked causes the inventory billing to come due on the monthly anniversary of  when the inventory was received.

                                                             ii.      Notes:  Inventory for the same product received on separate dates has to be kept in separate locations for this to work properly.

 

    1. Days Billing

                                                               i.      When Checked the inventory is billed per day per quantity on hand.

                                                             ii.      For example, if an 1000 of a new item comes in on the 3rd, 200 ship on the 4th, and 300 ship on the 6th, the quantity billed for the item if the bill is ran from the 1st to the 10th would be 0+0+1000+800+800+500+500+500+500+500 = 5100 units.

                                                            iii.      Days Billing requires that inventory is logged every day.

 

    1. Weekly Billing

                                                               i.      When Checked the inventory is billed using the day that each item was at its highest each week over the billing period.

                                                             ii.      Requires that the inventory is logged every day.

 

  1. Billing Fields
    1. Inbound Bill Basis

                                                               i.      This is the unit to which the handling charge will be applied when items are received.

                                                             ii.      1 – Carton.  Bills by base units of items received

                                                            iii.      2 – Footage.  Bill by cubic feet of items received

                                                           iv.      3 – 100 WT.  Bill by 100Wt (Weight/100) of items received

                                                             v.      4 – WT. Bill by Weight of items received

                                                           vi.      5 – User3.  User Defined Billing Field.

                                                          vii.      6 – Footage Ea Pk.  Bill by dividing packsize or Master Pacskize into qty of an item received and rounding up to determine cartons then multiplying by Cube. Whether Packsize or Master Packsize is used depends on the Account Preference Shipments: Calculate Carton Qty Using.

                                                        viii.      9 – Physical Pallet. (Pallet Tracking Only).  Bill by the number of Original Physical Pallet ID numbers received.

1.      Enter the amount to be billed in the Inbound Per Carton field.

2.      Uses the Original Physical Pallet ID field to determine how many physical pallets were received.  The Original Physical Pallet ID is set to whatever the Physical Pallet ID Field is set at when the Pallet is received.

3.      Productid and Lot will show as “Multiple” for Mixed Physical Pallets.

 

 

    1. Inbound Per Basis and Min Basis

                                                               i.      Dollar amount to charge per inbound basis for Receiving Handling for all Inbound Basis except for 1 – Carton and 9 – Physical Pallet.

                                                             ii.      Usually the Shipping Handling charge is rolled into this number.

                                                            iii.      The Min Basis is the minimum to charge for of the basis chosen.  For example, if the Inbound Bill Basis is cube and the Min Basis is 2 then if an item received occupies less than 2 cubic feet, 2 cubic feet will be billed.

 

    1. Inbound Per Carton

                                                               i.      Dollar amount to charge per inbound basis for Receiving Handling for all 1 – Carton basis and 9 – Physical Pallet basis.

 

    1. End of Month Free Days

                                                               i.      Sets the number of days from the end of the month for which not to bill initial storage for received items.

                                                             ii.      If any items are received and then shipped all within this period, the initial storage charges are added back in.

 

    1. Inventory Bill Basis

                                                               i.      This is the unit to which the inventory charge will be applied when storage is billed.

If billing monthly storage the quantity will come from inventory.

 

If billing storage upon receipt the quantity will come from the receipt.

(see Bill Storage Upon receipt check box above)

                                                             ii.      1 – Carton.  Bills by base units of items

                                                            iii.      2 – Footage.  Bill by cubic feet of items

                                                           iv.      3 – 100 WT.  Bill by 100Wt (Weight/100) of items

                                                             v.      4 – WT. Bill by Weight of items in inventory

                                                           vi.      5 – User3.  User Defined Billing Field

                                                          vii.      6 – Footage Ea Pk.  Bill by dividing packsize or Master Pacskize into qty of an item in inventory and rounding up to determine cartons then multiplying by Cube. Whether Packsize or Master Packsize is used depends on the Account Preference Shipments: Calculate Carton Qty Using.

                                                        viii.      7 – By Location.  Bill by the number of locations used for storage.  Note that for this basis products are not broken out by Product Id on the Invoice.

                                                           ix.      8 – Master Pack.  Bill by dividing the master packsize into the qty of an item in inventory and rounding up to determine the number of Master Packs.

                                                             x.      9 – Physical Pallet. (Pallet Tracking Only).  Bill by the number of Physical Pallet ID numbers in Storage.

1.      Uses the Physical Pallet ID field to determine how many physical pallets are in inventory.

2.      Productid and Lot will show as Multiple for Mixed Physical Pallets.

 

    1. Inventory Charge and Min Basis

                                                               i.      Dollar amount to charge per Inventory Bill basis for Recurring Storage.

                                                             ii.      The Min Basis is the minimum to charge for of the basis chosen.  For example, if the Inventory Bill Basis is weight and the Min Basis is 100.00 then if the total weight of an item is storage is less than 100, 100 will be billed.

 

    1. Inv Charge (1/2 Month)

                                                               i.      This field only applies when Bill Storage Upon Receipt is checked.

                                                             ii.      It determines the charge amount for items received after the 15th of the month and is used in conjunction with the system setting Public Warehousing: Bill Initial Storage After 15th as follows:

1.      Half Month.  Bill half the Inventory Charge for items received after the 15th.

2.      Full Month.  Bill the full amount for items received after the 15th.

3.      Specify Rate.  Bill the Amount Entered in this field for items received after the 15th.

 

    1. Inv Period (0=Monthly)

                                                               i.      Used in conjunction with Anniversary Billing when an anniversary period of a month is not desired.

                                                             ii.      Enter 0 to bill recurring storage on the monthly anniversary of it receipt.

                                                            iii.      For recurring storage periods other than monthly, enter the number of days in each billing cycle.  Recurring storage will not be billed again until this number of days has elapsed.

 

    1. Anniversary Basis

                                                               i.      Determines the field to use as the starting date for anniversary billing.

 

    1. Days Free

                                                               i.      Number of days after receipt for which no storage charges are applied.

                                                             ii.      When used in conjunction with anniversary billing the days entered are added to the date received to determine the starting anniversary date.

 

    1. Min Inv Line Charge

                                                               i.      Minimum dollar amount to bill on any invoice line for inventory billing.  (If you want set a minimum total invoice amount, refer to the Account Preference Invoice: Bill Type 1 - 5 Minimum $ amount.)

                                                             ii.      The only inventory charge lines to which this will not apply are storage charges for unshipped orders.

 

    1. Footage Markup

                                                               i.      The amount entered here is the percentage amount to mark up the cube when the 2 – Cube basis is used for receiving or inventory.

 

    1. Fulfillment (Per Line)

                                                               i.      Charge amount to add for each order line shipped.

 

    1. Fulfillment (Per Order)

                                                               i.      Charge amount to add for each order shipped.

 

    1. Fulfillment (Pct of Sales)

                                                               i.      Percentage of the total value of an order to add for each order shipped.

 

    1. Fulfillment (Pallet Split)

                                                               i.      Charge amount to add for each pallet split when shipping an order.

 

    1. Fulfillment (Per Unit)

                                                               i.      Charge amount to add for each unit shipped. This will charge for either Quantity, Weight, or Cube based on the system setting Public Warehousing: Billing Fulfillment Unit. This will appear on bills with a Charge Code of "LU".

 

    1. Outbound U.P.S

                                                               i.      Charge amount to add for each order with a Shipping Method prefix equal to the system setting Public Warehousing: Non-BOL Ship Method Prefix.

 

    1. Outbound Charges

                                                               i.      The remaining charges are added for each order with a Shipping Method Prefix qual to the System Setting Public Warehousing: BOL Ship Method Prefix:

1.      Outbound: Break 1 & Price

a.       Price is charged per order qty if the qty is less than Break 1.

2.      Outbound: Break 2 & Price

a.       Price is charged per order qty if the qty is equal to or greater than Break 1 and less than Break 2.

3.      Outbound: Break 2+ Price

a.       Price is charged per order qty if the qty is greater than or equal to break 2.

4.      Outbound (Minimum)

a.       Minimum price to charge

 

  1. Billing Surcharge Fields
    1. Inbound Charge 1
      1. If this field is non-zero and the field in the system setting (see below) is set to 1, then a bill line will be inserted as a surcharge. The price for the surcharge will be the percentage entered in the field of the existing Bill Line. This would only be applied to inbound charges.
      2. The Prompt name can be changed using the System Setting Public Warehousing: Billing Surcharge Receiving 1 Name.
      3. The field used to determine if the surcharge should be applied can be changed using the System Setting Public Warehousing: Billing Surcharge Receiving 1 Field.
        1. The setting defaults to use the ASN Item User Defined 4 field which is generally used for items received in BOND hold.
        2. Please contact Coreflex Support before attempting to change this setting.

 

    1. Inbound Charge 2
      1. If this field is non-zero and the field in the system setting (see below) is set to 1, then a bill line will be inserted as a surcharge. The price for the surcharge will be the percentage entered in the field of the existing Bill Line. This would only be applied to inbound charges.
      2. The Prompt name can be changed using the System Setting Public Warehousing: Billing Surcharge Receiving 2 Name.
      3. The field used to determine if the surcharge should be applied can be changed using the System Setting Public Warehousing: Billing Surcharge Receiving 2 Field.
        1. The setting defaults to use the ASN Item User Defined 5 field which is generally used for items received in Foreign Trade Zone.
        2. Please contact Coreflex Support before attempting to change this setting.

    2. Hazmat Charge
      1. If this field is non-zero and the field in the system setting (see below) is set to 1, then a bill line will be inserted as a surcharge. The price for the surcharge will be the percentage entered in the field of the existing Bill Line. This would only be applied to inbound charges.
      2. The Prompt name can be changed using the System Setting Public Warehousing: Billing Surcharge Receiving 3 Name.
      3. The field used to determine if the surcharge should be applied can be changed using the System Setting Public Warehousing: Billing Surcharge Receiving 3 Field.
        1. The setting defaults to use the Product Hazmat check which is set on the Products screen.
        2. Please contact Coreflex Support before attempting to change this setting.

    3. Storage Charge 1
      1. If this field is non-zero and the field in the system setting (see below) is set to 1, then a bill line will be inserted as a surcharge. The price for the surcharge will be the percentage entered in the field of the existing Bill Line. This would only be applied to storage charges.
      2. The Prompt name can be changed using the System Setting Public Warehousing: Billing Surcharge Storage 1 Name.
      3. The field used to determine if the surcharge should be applied can be changed using the System Setting Public Warehousing: Billing Surcharge Storage 1 Field.
        1. The setting defaults to use the ASN Item User Defined 4 field which is generally used for items in BOND hold.
        2. Please contact Coreflex Support before attempting to change this setting.

                                                                

    1. Storage Charge 2
      1. If this field is non-zero and the field in the system setting (see below) is set to 1, then a bill line will be inserted as a surcharge. The price for the surcharge will be the percentage entered in the field of the existing Bill Line. This would only be applied to storage charges.
      2. The Prompt name can be changed using the System Setting Public Warehousing: Billing Surcharge Storage 2 Name.
      3. The field used to determine if the surcharge should be applied can be changed using the System Setting Public Warehousing: Billing Surcharge Storage 2 Field.
        1. The setting defaults to use the ASN Item User Defined 5 field which is generally used for items in Foreign Trade Zone.
        2. Please contact Coreflex Support before attempting to change this setting.

    1. Hazmat Charge
      1. If this field is non-zero and the field in the system setting (see below) is set to 1, then a bill line will be inserted as a surcharge. The price for the surcharge will be the percentage entered in the field of the existing Bill Line. This would only be applied to storage charges.
      2. The Prompt name can be changed using the System Setting Public Warehousing: Billing Surcharge Storage 3 Name.
      3. The field used to determine if the surcharge should be applied can be changed using the System Setting Public Warehousing: Billing Surcharge Storage 3 Field.
        1. The setting defaults to use the Product Hazmat check which is set on the Products screen.
        2. Please contact Coreflex Support before attempting to change this setting.