Minimum Version Required: 26.04
Pre-Conditions
Pre Conditions:
System Setting: Ensure Setting 553 is enabled for your database.
Permissions: Users must have Promo View and Promo Edit permissions to manage the ContractStorageFees table.
Data Setup: Customers, Products, and Locations must be properly configured.
Note: Customer Name must match Supplier Name exactly so that the system can filter to relevant inventory and create the invoice under the correct customer.
Steps
Steps/General Instructions
1. Define Storage Fee Rates
Navigate to the Contract Storage Fees table to set up your billing rules:
Select the Location and Customer.
Choose a Billing Product. Note that the system only allows products where
TrackInventoryis False.Set the Calculation Method (Pallet or Case) and the daily Rate.
2. Access the Storage Fees Dashboard
Using the universal search bar, navigate to the standalone Contract Storage Fees dashboard.
3. Filter and Review Calculations
Apply filters for Location, Customer, and a Date Range (typically the previous month).
Review the grouped entries to verify data accuracy.
Calculations include:
Pallets:
Ending Inventory Units/Cases Per Pallet.Storage Days: Count of days within the range where ending inventory was greater than zero.
Total Fees:
Pallets×Storage Days×Rate.
4. Create Invoices
The dashboard groups entries by customer to facilitate bulk-selection.
Check the boxes next to the products/customers you wish to bill.
Select an Invoice Date to apply to all checked customers.
Click the Create Invoice button. The system will generate separate invoices for each individual customer represented in your selection.
Fields And Definitions
Calculation Method: Determines if fees are billed by the Pallet or by the Case.
Billing Product: The specific non-inventory product that will appear as a line item on the generated invoice.
Package: An optional field to apply specific rates to a specific package type. Rules including a Package ID take precedence over general rules.
Rate: The decimal value for the daily storage cost per unit.
Best Practices
Naming Conventions: Ensure your Billing Products are named clearly (e.g., "Monthly Storage Fee - Pallet") so they are easily identifiable on customer financial statements.
Verification: Always use the dashboard to verify "Storage Days" and "Pallet" counts against your records before triggering invoice creation to ensure billing accuracy.