Account Setup Example

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

Products packed in innerpacks of 4.

Carton of 25 innerpacks (100 eaches)
Receive by the eaches and cartons.

Inventory kept in eaches and cartons.
Ship request will be in eaches but will always be in increments of 4 (innerpack)
Bill by Cube for Receiving and Storage (basis 6 - Footage Each Pick). Cube will be entered by the Case.

Bill Shipping by the Inner pack or case shipped (whichever is less)
Pick sheet is to tell pickers how many cases and inerpacks and eaches to pick.
Pack slip is to show how mant cases and innerpacks shipped and total eaches.
BOL to calculate weight and cube. Note that weight and cube should be caluclated by taking the eaches being shipped for a product and dividing by the packsize (no rounding) and multiplying by the Product Cube or Weight.

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 6 - FOOTAGE EA PK
4. Set the Inbound per Carton to 0.00
5. Set the Inventory Bill Basis to 6 - FOOTAGE EA PK
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 CASE100
2. Make Eaches the base unit
3. 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 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

2. 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

Changes Required:

• Footage Ea Pick Bill Basis must be able to work with Master Pack size instead of Packsize
• Pick Sheet Mpack should not show units where the qty would be 0
• BOL Weight and Cube Calculation should not round when dividing qtypicked by master packsize. Also make the Totals screen on the Order Entry Edit work Properly.
• Recommend: Make entering the UOM for Loctype more simple.