Facility Delivery Ticket UOM Pricing / Calculator for units line item entry / Inventory quantity credits.

 

The main issues being dealt with is a product which the order take is in multiple units of measure. Multiple units of measure may have multiple prices. The system must determine the correct price for the items. Inventory quantity credits may be in multiple UOM per catalog item. For example you may credit a facility a box of Ensure and later a pallette of Ensure. The cost of a pallette of Ensure is less per can than the cost of a box of Ensure per can. If the facility comes back next month and orders 2 Pallettes, how is the price calculated for the order when the credit for the 1 pallette and the credit for the 1 box is applied to the order? This is a complicated issue based on the current design of PRM delivery ticket & facility invoice system. We will attempt to implement a method for handling these situations which does not require rewrites of parts of the delivery ticket system. This will be atleast a 2 week project. I will break down the time extimate into smalled chuncks later in the document.

 

Where the data is coming from, what is our desired output. When speaking of output, we are concerned with the facility invoice created, the correct pricing of the invoice, the creation of / application of inventory quantity credits on a facility invoice.

What are the ways a Facility invoice line can be created in our system?

1) The user may enter a sales order. The sales order is converted into a delivery ticket. The delivery ticket is converted into a Facility invoice. The line items on the delivery ticket will be converted into line items on the facility invoice. If a order is placed for 3 Pallettes, 6 boxes and 4 cans of ensure. The user would have to enter 3 line items, one for each unit of measure. There currently is not a inventory quantity entry calculator implemented on this screen.

2) The user can enter a Facility delivery ticket without the use of the inventory quantity entry calculator. If a entry was placed for a product with 2 or more UOM invloved, the user would have to enter 1 line item for the quantity of each unit of measure for that product. If a delivery ticket is created for 3 Pallettes, 6 boxes and 4 cans of ensure. The user would have to enter 3 line items, one for each unit of measure. There currently is not a inventory quantity entry calculator implemented on this screen.

3) The user enters a Facility delivery ticket using the inventory quantity entry calculator. The calculator is needed when a deliverable quantity which has multpiple UOM. The example of a delivery ticket is created for 3 Pallettes, 6 boxes and 4 cans of ensure is a good one to think of. The calculator will translate the total number of base units of 3 Pallettes, 6 boxes and 4 cans. That toal number is stored on ONE delivery ticket line item. At delivery time the quantity is converted into shipping units + a remainder in base inventory units. That works for the delivery ticket. When this delivery ticket is converted to a Facility invoice, the ordering UOMs must be know in order to calculate the correct price. In order to show the price on a itemized invoice, a line item for each UOM showing quantity, cost, total price will have to be listed.

4) Create a delivery ticket from a previous delivery ticket (SF5). This will copy the previous delivery ticket. It should copy the UOM used to enter the line item. If the original delivery ticket was entered using option 3 above. SF5 assumes the exact same delivery will be made again, duplicated the ticket. The history of the UOM used to enter the line item must also be duplicated.

5) The user can enter a Facility invoice from the facility invoice module. They enter 1 line item for each UOM required to bill the usage of a product. Three line items would be entered for 3 Pallettes, 6 boxes and 4 cans. One for each UOM which would calculate the price for each of those UOMs for the invoice.

6) Enter a facility invoice using the quantity entry calculator. Once again consider the example: 3 Pallettes, 6 boxes and 4 cans. After the user enters these quantities into the calculator, system should prompt the user the create seperate line items or put the quantity on one line item using the lowest UOM as the UOM. In the eaxmple, 3 Pallettes, 6 boxes would converted and billed as cans.

7) Create current facility invoice from the previous facility invoice. (SF5) This will copy the previous invoice and create a new one from it. As long as the previous invoice is entered to the user's satisfaction this option will create the new invoice correctly.

8) It is possible that filling a backorder will create a delivery ticket. In that case the original delivery units has to be preserved and used if a Facility invoice is created from the back order. The quantity of the back order is stored in basic inventory units. Once filled it will become a delivery ticket line item and work its way through facility billing as such. NOTE: there must be a link between the new delivery ticket created and the ticket which the back order originated. The original units requested will the the billing units. Example 1 pallette is orders, 6 boxes back ordered. when the back order is filled, the 6 boxes should not be charged at a box price. The should be charged at the pallette price.

Goals for output.

1) Calculate the correct pricing when more than 1 unit of measure is used in placing a order.

2) Make Facility invoice quantity credits / Be able to apply the credits in the UOM they were originally billed in.

3) be able to calculate tht total cost of an item by multiplying charge * quantity on each line of a detailed facility statement. Accountants like everything to add up.

Current system limitations:

Only 1 quantity and one unit of measure stored on delivery ticket line. The same is true for Facility invoice line items.

 

Points of Focus:

Most of our UOM issues come from 1 of two areas. 1) Entry of line item from quantity entry calculator. The UOMs which are entered in the calculator are not stored, only the quantity in base inventory units is stored. 2) Facility quantity credit system has yet to be implemented. In attempting to do so the other concerns addressed in this document has arisen. End result we will have a working Facility invoice quantity credit system.

 

Overview of solution to problems.

Start from the Delivery ticket UOM issues and work our way to the facility invoice. We should use CSIWRK or add an additional record which will store upto 5 UOMs and the quantity of the UOM. This record will tie directly to the delivery ticket. (Ticket number, Line number) This record will only be needed if the Quantity calculator is used to enter a line item on a delivery ticket. If not then there will be 1 unit of measure associated with the line item and our current system will handle it.From this point forth, this document will refer to the CSIWRK or add an additional record which will store upto 5 UOMs and the quantity of the UOM as the "Quantity UOM storage record"

When converting a facility delivery ticket to a facility invoice, check to see if Quantity UOM storage record exist. if it does then create a Facility delivery ticket line item for each UOM with a quantity.

If the user enters the quantity with the delivery ticket line item calculator, to edit the line item and change the quantity of the units field it must be done through the calculator. The can not hap-hazardly change the quantity from 800 to 780 cans. That would through off walues stored in the calculator. Question, is the calculator designed to easly handle the editting of the quantity field. If you want to change 3 Pallettes, 6 boxes and 4 cans which for this example = 800 cans to 780 cans. The equalalent of changing the original order to 3 Pallette 5 boxes and 12 cans. Point being, let the user have access the UOM entry so they can change if by UOM desired. A better example would be if the user wanted to change the order to above to 3 Pallettes, 1 boxes and 4 cans. It would be much easier to take away 5 boxes then to figure out what 5 * 24 is then deduct that many cans. I am not sure if the calculator screen currently possesses the functionality to do this.

When deleting a facility delivery ticket line item, check to see if there is a Quantity UOM storage record associated with it. If so delete it.

Once a delivery ticket is delivered and posted, it is locked down. Changes can not be made to it. In order to make facility invoice from a facility delivery ticket the delivery ticket must be posted. We should not have to worry about creating a facility invoice from a facility delivery ticket then having the ticket change resulting in a need to change the invoice. In the rare occurance the need for this would happen, the user will have to delete the facility invoice, unpost the delivery ticket, uncommit the delivery ticket, make fixes, recommit, repost and then make a new invoice from the modified delivery ticket.

On to the Facility invoice screen and process.

The user has the ability to enter a line item for each UOM. This is the simplest case, our software current would handle it. Why enter all of that repetitive data over and over again.

Line item quantity calculator. When a user uses this feature to enter a quantity it should give the user the option to create multiple line items, one for each UOM or store and price the items based on the basic inventory unit. That way