4-3 Storage Charge Inquiry
Storage Charge Inquiry
Table of Contents
Storage Charge Inquiry
Processing Summary
- Work With Tallys
- Work With Inbound Details
- Receiving Storage Charge Inquiry
Processing Details
The steps to preview or review storage charges for a given receipt line are:
- From the "Inbound Processing" menu take the option to "Work With Tallys". Locate the tally that you are researching,
- Place the "Details" option next to it and press the <Enter> key.
- Locate the line of the tally that you wish to research, place the "Stg Inquiry" option next to it and press the <Enter> key.
The following panel will be displayed.
At the top of the panel, you will see the Tally number, line Sequence number, Item code, and Lot codes. These are displayed to confirm that you are viewing information about the correct line. The Actual Arrival date denotes the date of receipt, which is the day on which storage charges commence.
The Lot Minimum is the minimum amount of money that will be charged to store a unique lot. Tracking lot codes is the equivalent of tracking different items. Lots are often stored separately or are in some way isolated by pallet, etc., which requires more storage space. A minimum can be applied that ensures an adequate amount is charged for storage when a small amount of a lot is received. The lot minimum is specified at the storer level.
The Item Minimum is the minimum amount of money that will be charged to store an item. This can help to defray the costs of inefficient storage when small quantities of items are received. The item minimum can be specified at either the storer or the item level. When both are specified, the item minimum takes precedence.
The Quantity Received is the actual quantity of the item that was received for the line. This considers any overage or shortage that was noted on the put-away processing panel. Next to the quantity is the unit identification code. This will be the inventory unit for the item. Below this is the Quantity per Pallet, if the information is available at the item level. This is typically derived by multiplying the cases per tier by the tiers per pallet. It can alternately be taken from the unit conversion multiplier, if one of the item's units of measure is "PL" for pallets.
The Gross Weight is the calculated gross weight of the quantity received based upon the information in the item master record or the override gross weight if an override was specified during receiving. The Cubic feet are calculated by multiplying the quantity received times the cubic feet per inventory unit specified in the item master record.
The Basis is the unit of measure that will be used to charge for storage as arranged by contract with this account. The basis unit and description are displayed. Beneath that are the Cutoff Code and day. These are specified at the storer level. The two values work in conjunction to determine whether a half or a full month of storage is applied. A cutoff code of "A"- actual, uses the day as an actual date. If the receipt day is less than or equal to that day of the month, a full month is charged. If it is greater than that day, a half month is charged. A cutoff code of "D"- duration, works the same, but the day is added to the start of the period to determine the cutoff. This is typically used for odd closing date accounts.
On the right in the bottom column is the Calculation that is/was made by WDLS. It takes the basis quantity times the rate times the number of months to charge to get the result which appears in red. If the amount of the calculation falls below the minimum, the calculated quantity will appear with an "*" to the right of the amount. A message will display that indicates the minimum might be applied, depending on the other lines of the receipt.
The reason for the caution on the minimum is that if other lines of the receiver contain the same item or lot, their quantities will be added to this line's quantity and the rate applied before the application of the minimum. Because of this, it is possible for a minimum to be indicated on the single line display, but not applied when the receipt is processed.