JAIX WMS - Rates and Charges

Charge Day

The last day of the Charge Period

Charge Period

The invoicing period which rates are charged by. Pre-defined as weekly and unable to be edited.

Handling Unit (Dockets)

The unit by which stock is stored and moved around the warehouse. The Handling Unit selected on Put Dockets is how Storage will be charged. E.g. Carton, Pallet.

Handling Unit Type

The container that goods are stored on/in, e.g. Chep, Loscam, Plain Pallet

License Plate Number (LPN)

A system generated unique ID for all Handling Units received into the Warehouse, used for tracking goods throughout their life within the Warehouse.

License Plate (LP)

A label affixed to incoming goods displaying the LPN and Barcode along with other relevant information such as Customer, Product Code, Description, quantity etc.

Location Storage

An option to charge storage by Location regardless of how many License Plates are stored within.

Measured Unit

Denotes a Unit that can be handled by a measure, e.g. Metres, Litres, KGs.

Pick / Put Unit

The Unit in which quantities are specified on Pick and Put Dockets, e.g. 50 Cartons or 3 Pallets.

Service Charges

Miscellaneous Charges that are not covered by Customer Standard Break Rates. These can apply to inwards movements (Put Dockets), Outwards Movements (Pick Dockets) or a Charge Period.Service charges that apply to a Charge Period will apply to all Customers for all Charge Periods. These are applied once per Weekly Charge Period.

Standard Unit

Denotes a Unit that can be handled per Unit, e.g. Item, Carton, Pallet.

Weekly Peak Storage

Storage calculated per Handling Unit for all License Plates seen within the Warehouse within a Charge Period. This includes License Plates that have been received and dispatched within the same charge period.

Applies To:

Inwards Movements

Service Charges that apply to Inwards Movements will be available to select and apply to Put Dockets

Outwards Movements

Service Charges that apply to Outwards Movements will be available to select and apply to Pick Dockets

Charge Period

Service charges that apply to a charge period apply to ALL debtors for each period. An example of use may be a single Admin fee that is applied to ALL Debtors each period. By setting the Service charge to apply to the Charge Period the fee will appear on the Invoice for all Debtors. If the charge varies by Debtor it can be customised on the Debtor rate schedule.

Invoice Item

Select the Invoice Item that applies to the service charge. Invoice Items are set up in JAIX Accounts > Tools> System Setup> Setup – Invoices > Invoice Items

Code

Enter a Code for the service charge. This will appear on Invoices and Service Charge Reports

Description

Enter a Description for the service charge. This will appear on Invoices and Service Charge Reports

Default Rate

The default rate set will be available to apply to all debtors, however can be tailored at debtor level on the Customer Rate Schedule.

Percentage

Selecting Percentage will apply the Default Rate as a percentage of the Docket or Invoice Total. For example, set the "Default Rate" to 15 to add a charge of 15% of the docket total to an Outwards Movement.

Mandatory

Selecting this option will Automatically apply the charge to all relevant Dockets / Invoices and it will be unable to be removed.

Automatically Apply

Selecting this option will Automatically apply the charge, however it would be able to be deselected at docket level.

Description

A free entry text field for internal use

Proposal Number

System generated number. Rate Schedule prefix can be specified in WMS > Tools > System Setup> Global – General > Rates Schedule > Next Proposal Number

Sales Person

Select a Salesperson from the list generated from Accounts > Employees, or enter a name if required.

Charge Period

Charge period is Weekly and unable to be changed.

Charge Day

Charge Day is the last day of the storage period and can be set in WMS > Tools > System Setup> Global – General > Rates Schedule > Charge Day. Charge day set will apply to all Rate Schedules.

Storage Free Periods

Denotes the number of Charge Periods (weeks) Handling Units will be exempt from Storage Charges after being confirmed into the Warehouse. Set to 0 or leave blank to charge Storage starting from the week a Handling Unit is confirmed. (as per Peak Storage – see Glossary)

Effective From Date

Dockets are charged by the Rate Schedule for which the Confirm date falls between the Effective From and Effective To Date.

Effective To Date

If a rate schedule has expired and there is no new active schedule in place the existing schedule will still be used.

Rate by Docket Movements

Rates docket movements by the actual handling units as per allocations. For example, if an order for 3 pallets is allocated from 2 full pallets and 2 part pallets, then 4 pallet handling charges would be applied. This option must be enabled to use Part Pick Rates, Minimum Leave Rates and Multiple UOM Rating functionality. For more info on Multiple UOM rating please refer > JAIX WMS – Multi UOM rating document
For More info on Minimum Leave Rates please refer > JAIX WMS – Minimum Leave document.

Consolidate Units for Storage

Consolidating units for storage will calculate how many Handling Units are in the Warehouse and charge Storage for the sum of all units with an active rate applied.
For example, if a Customer has a Storage rate for both Cartons and Pallets, then storage would be charged for the sum of Pallets as well as the sum of Cartons.

Only Charge Largest Unit

When using Consolidate Units for Storage this option will only charge for the largest Unit with an active rate.
For example if a Customer has a Handling rate for both Cartons and Pallets, and has this option enabled then storage would only be charged for the sum of Pallets.

Separate Batches

When Consolidate Units for Storage and Only Charge Largest Unit are enabled differing Batch numbers will be charged as a separate Handling Unit.
For example, if two part pallets exist with a carton count equal to or less than a full pallet as per product UOM setup, but have the same batch number, they will be charged as a single pallet.
However if two part pallets exist with a carton count equal to or less than a full pallet as per product UOM setup, but have different batch numbers, they will be charged as two pallets.

Code

Enter a Code for the Rate. This will appear on Invoices and Customer Charge Reports.

Description

Enter a Description for the Rate. This will appear on Invoices and Customer Charge Reports.

Charge Type

Storage Rates are as per "Handling Unit" selection on Put Dockets. For example, if a Put Docket is created with a Pick / Put unit of Cartons, but the Handling Unit is set to Pallets, these goods will be charged storage per Pallet. The only way to change a Handing Unit is to remove stock by way of a docket or adjustment and create a new Put Docket for the goods. For further information on correcting stock using dockets refer to document JAIX WMS - Correcting Charges on Confirmed Dockets

Rated As:

Per UOM

Charges for a Unit from the product setup – for example, Item, Carton or Pallet. When charging Storage Per Unit a selection will also be required to be made for the Unit of Measure and an optional Measure can be selected for Measured Units. Selecting a Measure will disregard license plate count and instead sum the total quantity of the applicable measure (e.g. Litre, Metre, KG). Leaving the Measure field blank for Measured Units will charge by license plate count.

Cents/KG

When charging by weight, Storage charges will be calculated by the Weight details associated with the Handling Unit (License Plate)

$ Per M3

When charging by cube, Storage charges will be calculated by the Cube details associated with the Handling Unit (License Plate).

Location

When charging by Locations Storage is calculated for Locations as per Warehouse Setup, regardless of the number of License Plates stored within. There are further options available to determine the Storage Level to charge at (Row, Bay, Tier, Bin). For detailed information on Charging Storage by Location, please refer to the JAIX WMS - Rated as Location document.

Invoice Item

Select the Invoice Item that applies to the Rate. Invoice Items are set up in JAIX Accounts > Tools> System Setup> Setup – Invoices > Invoice Items

If Max Break Exceeded

Next UOM Standard Charge

Select the next rate to charge at if the max break has been exceeded – as per above.

Default

Not relevant to Storage Charges, so is disabled.

Progressive

Unit Breaks

Unit breaks charge up to and including the Break Quantity. E.g. above breaks counts as Pallets 1-5 @ $10, 6-10 @ $5, 11-20 @ $3 and 21 or more @ $2

Code

Enter a Code for the Rate. This will appear on Invoices and Customer Charge Reports

Description

Enter a Description for the Rate. This will appear on Invoices and Customer Charge Reports

Charge Type

Inwards Movements apply charges to Put Dockets.

Rated As:

Per UOM

Charges for a Unit from the product setup – for example, Item, Carton, Pallet, Roll, Drum etc. When charging Per Unit a selection will also be required to be made for the Unit of Measure, and an optional Measure can be selected for Measured Units. Leaving Measure blank for measured units will apply a charge per LPN. Selecting a measure will apply a charge per measure (e.g. 0.025 cents per metre, litre etc.).

Cents/KG

When charging by weight, charges will be calculated by the Weight details associated with the Handling Unit (License Plate)

$ Per M3

When charging by cube, charges will be calculated by the Cube details associated with the Handling Unit (License Plate).

Invoice Item

Select the Invoice Item that applies to the Rate. Invoice Items are set up in JAIX Accounts > Tools > System Setup > Setup – Invoices > Invoice Items

If Max Break Exceeded

Next UOM Standard Charge

Select the next rate to charge at if the max break has been exceeded – as per above.

Default

Multiple rates can be created for Inwards Movements. Setting a rate as default will have it automatically select on Put Dockets when the corresponding Handling Unit is selected on that docket.

Progressive

Unit Breaks

Unit breaks charge up to and including the Break Quantity. E.g. above breaks counts as Pallets 1-5 @ $10, 6-10 @ $5, 11-20 @ $3 and 21 or more @ $2

Code

Enter a Code for the Rate. This will appear on Invoices and Customer Charge Reports

Description

Enter a Description for the Rate. This will appear on Invoices and Customer Charge Reports

Charge Type

Outwards Movements apply to Pick Dockets

Rated As:

Per UOM

Charges for a Unit from the product setup – for example, Item, Carton, Pallet, Roll, Drum etc. When charging Per Unit a selection will also be required to be made for the Unit of Measure, and an optional Measure can be selected for Measured Units. Leaving Measure blank for measured units will apply a charge per LPN. Selecting a measure will apply a charge per measure (e.g. 0.025 cents per metre, litre etc.).

Cents/KG

When charging by weight, charges will be calculated by the Weight details associated with the Handling Unit (License Plate)

$ Per M3

When charging by cube, charges will be calculated by the Cube details associated with the Handling Unit (License Plate).

Invoice Item

Select the Invoice Item that applies to the Rate. Invoice Items are set up in JAIX Accounts > Tools> System Setup> Setup – Invoices > Invoice Items

If Max Break Exceeded

Next UOM Standard Charge

Select the next rate to charge at if the max break has been exceeded – as per above.

Default

Multiple rates can be created for Outwards Movements. Setting a rate as default will have it automatically select on Put Dockets when the corresponding Handling Unit is selected on that docket.

Progressive

Unit Breaks

Unit breaks charge up to and including the Break Quantity. E.g. above breaks counts as Pallets 1-5 @ $10, 6-10 @ $5, 11-20 @ $3 and 21 or more @ $2

Code

Enter a Code for the Rate. This will appear on Invoices and Customer Charge Reports

Description

Enter a Description for the Rate. This will appear on Invoices and Customer Charge Reports

Charge Type

Applies a charge when pick allocations against a License Plate cause the qty to reduced but not fully depleted.

Rated As

Part Picks can only be rated Per UOM. E.g. Pallet, Carton, Roll, Drum. Part picks can be applied to both Standard and Measured units. Rate by Docket Movements must be enabled for Part Picks to calculate correctly.

Unit of Measure

Select the Unit of Measure – e.g. Pallet, Carton, Roll, Drum etc.
For Standard Units the charge will be applied each time the qty of a License Plate is reduced but not fully depleted. The charge will apply once per qty picked/allocated.
For Measured Units, the charge will be applied once for per Measure where there are multiple allocations from a single LPN, even if the License Plate is fully depleted.

Invoice Item

Select the Invoice Item that applies to the Rate. Invoice Items are set up in JAIX Accounts > Tools> System Setup> Setup – Invoices > Invoice Items

Default

Default is auto applied and cannot be edited as only 1 Part Pick Rate per Unit can be created.

Progressive

Multiple Breaks and Progressive Rates can be Applied to Part Pick Rating. See Below for some Rating examples.

Standard Units

Measured Units

If LPN is fully depleted (or min leave is invoked) part picks = count of allocations from that LPN -1

If LPN has remaining balance after allocations (not fully depleted) then part picks = count of allocations

Code

Enter a Code for the Rate. This will appear on Invoices and Customer Charge Reports

Description

Enter a Description for the Rate. This will appear on Invoices and Customer Charge Reports

Charge Type

Minimum Leave Charges are applied when Minimum Leave is invoked against a License Plate Number. One Minimum Leave charge can be applier per licence plate if minimum leave is invoked. For more information on Minimum :Leave, please refer JAIX WMS -

Rated As:

Per UOM

Unit of Measure

Invoice Item

Select the Invoice Item that applies to the Rate. Invoice Items are set up in JAIX Accounts > Tools> System Setup> Setup – Invoices > Invoice Items

Default

Only one Minimum Leave Rate per Unit type is able to be created, so default is selected for Minimum Leave Rates and unable to be deselected.

Progressive

Progressive Rates can be utilised if there is more than one Docket Item (LPN) on the same docket of the same unit type (e.g. Roll) that invokes Minimum Leave.

Unit Breaks

Unit Breaks can be utilised if there is more than one Docket Item (LPN) on the same docket of the same unit type (e.g. Roll) that invokes Minimum Leave.