Account Setup Example

Following is an example for setting up an Account with the following scenario:

Products packed in innerpacks of 4.

Case of 25 innerpacks (100 eaches)
Receive by the case.

Inventory kept in eaches.
Ship request will be in eaches but will always be in increments of 4 (innerpack)
Bill by the case received, Inner pack or case shipped (whichever is less)
Pick sheet is to tell pickers how many cases and inerpacks to pick.
Pack slip is to show how mant cases and innerpacks shipped and total eaches.
BOL to calculate weight asn cube.

1. Setup the Account using the Setup Accounts Screen.
1. Enter the account number
2. Enter the account name
3. Set the Inbound Bill Basis to Carton
4. Set the Inbound per Carton to 0.00
5. Set the Inventory Bill Basis to 8 – Master Pack
6. Set the Inventory Charge as desired
7. Set the Account Prefix

2. Setup the UOMClass using the Setup UOMs screen.
1. Name the UOMClass something like MstPack100_4
2. Make Eaches the base unit
3. Make a unit for the inner pack (ratio=4) for example Pack
4. Make a unit for the master pack (ratio=100) for example CTN

3. Setup the Products using the Search Products screen.
1. Set the UOMClass to the UOMClass setup in step 2
2. Set the PurUOM to CTN
3. Set the SellUOM to Ea
4. Set the Packsize to the Inner Packsize (4)
5. Set the Master Packsize to the Master Packsize (100)
6. Set the Cube to the Cube of a Master Pack
7. Set the Weight to the Weight of a Master Pack
8. Set the Inner Pack UOM to the unit desired for inner packs (ie Pack)
9. Set the Master Pack UOM to the unit desired for Master Packs (ie CTN)

4. Setup the Account Charges using the Setup Charges tab
1. Add Receiving Charge as Follows:

i. Charge Type Receiving

ii. Flat Rate No

iii. Comment: Mst Pk Charge

iv. Rate: desired rate per Master pack

v. Bill Unit: MP

vi. Qty Source: ASN Unit Calc Product Master Pack

vii. Check Auto Insert charge and select Always in When

2. Add Shipping Charge for Master Pack as Follows:

i. Charge Type Shipping

ii. Flat Rate No

iii. Comment: Mst Pk Charge

iv. Rate: desired rate per Master pack

v. Bill Unit: MP

vi. Qty Source: Ship Unit - Calc Product Master Pack

vii. Check Auto Insert charge and select Always in When

3. Add Shipping Charge for Inner Pack as Follows:

i. Charge Type Shipping

ii. Flat Rate No

iii. Comment: Master Pk Charge

iv. Rate: desired rate per Master pack

v. Bill Unit: Pk

vi. Qty Source: Ship Unit - Calc Product Master Pack

vii. Check Auto Insert charge and select Always in When

5. Setup Pick Sheet in Account Prefs

1. Set the Pick Sheet: Pick Sheet Print Form to Picksheet_MPACK

6. Setup Packing Slip in Account Prefs

1. Set the Packing Slip: Packing Slip Print Form to PackingSlip_MPACK
2. Set the Shipment: Calcaulate Carton Qty Using to Master Pack.

7. Setup BOL in Account Prefs

1. Set the BOL Print Format to BOLItemList_Vics