Introduction
Each night the system calculates the stock level for an X amount of days in the past. The stock levels per customer is stored in a 'Rental Warehouse Order'. A new rental order is created for each customer on a weekly basis with the daily stock level. From the Rental Warehouse Order it is possible to generate revenues and send invoices.
Configuration
To use the Rental Warehouse Orders the system needs to be configured to calculate the stock.
Process - Daily Scheduled Calculate HU Stock
When this process is set up it will calculate the Handling Unit Stock Moments that are used in the Rental Warehouse Orders. See image below for recommended setup.
The stock moments are calculated for a day in the past. This day can be determined with the 'DAYS_PAST' parameter of the process. Recommendation is to calculate the stock with the value of this parameter at 2.
Make sure the process is scheduled at 00:30 and not earlier to make sure that the stock moments are calculated correctly!
Relation - Storage Calculation Type
Storage Calculation Type determines how the storage is calculated. This can be set up for the 'relation owner' as global setup or separately for each customer.
| Storage Calculation Type | Explanation |
|---|---|
| Carrier | A revenue line is created for each unique carrier |
| Handling Unit | A revenue line is created for each Handling Unit |
| Goods | A revenue line is created for each unique Goods line |
| Goods - Stackable | A revenue line is created for each unique Goods line and whether the goods are stackable |
Relation Groups - Rental
A relation group with type rental can be set up so that the stock of multiple relations is added to one rental warehouse order. Use 'App Relation Type Group' RENTAL for this set up.
Warehouse Rental Contracts
Tariffs for the Rental Warehouse Orders can be set up in Warehouse Rental Contracts. When the rental orders are created, the system will check if matching agreements have been found that can be used to generate the revenues of the rental orders.
The contracts can be set up for a specific customer, customer group or a global contract that can be used for all rental orders.
Setting up rental agreements
The rental agreement determines the calculation and the tariff that is used in the rental orders. The Agreement Type determines how the calculation is done.
| Agreement Type Base | Explanation |
|---|---|
| CARRIER_LEVEL_DAY | Uses the daily stock levels per carrier for the calculation |
| CURRENT_LEVEL_DAY | Uses the daily stock levels for the calculation |
| CARRIER_LEVEL_WEEK | Uses the weekly stock levels per carrier for the calculation |
| HIGHEST_LEVEL | Uses the highest level of stock in a week for the calculation |
| CURRENT_LEVEL | Uses the current stock level for the calculation |
| CURRENT_LEVEL_NEXT | Uses the current stock level for the calculation of next week |
| OUTBOUND | Uses the Outbounds of the week for the calculation |
The remainder of the agreement is set up much like other agreements are set up.
| Field | Explanation |
|---|---|
| Unit | The unit on which the rent is based |
| Calculation Method | Used when different units are converted to one unit. |
| Ledger | Ledger |
| Location | The warehouse location to which the Rental Contract applies |
| Product Groups | Used to limit the agreements to certain product groups |
| Invoice Type | Used when a specific invoice type is used for the rental agreement |
The Tariff column of the agreement determines the tariff that is used for the calculation
| Field | Explanation |
|---|---|
| Validity | The validity of the agreement |
| Valid From Quantity | The quantity from which the agreement can be used (e.g. 15 pallets) |
| Upto Type | Used to set up if the agreement is valid up to a certain value of an unlimited value |
| Amount | The agreement amount per unit and currency |
| Per | The unit per which the amount is multiplied |
| Free quantity | The free quantity is subtracted from the total quantity |
| Min Amount | The minimum amount that is charged |
| Max Amount | The maximum amount that is charged |
| Max Quantity | The maximum quantity that is used in the calculation |
| Free Days | The amount of free days of an Handling Unit. Note that this is only available for the following agreement types:
|
Rental Warehouse Orders
A rental warehouse order is created per customer (group) per week and shows the stock levels of that week. The rental orders can be used to generate the rental revenues.
Rental Warehouse Orders - Processes
- Change Order Status
Can be used to change the Order Status of a Rental Order to Cancel, Blocked and Ready.
- Generate Rental Order Quantity
The Rental Order Quantities are automatically calculated when the new stock is calculated. It is however possible that an agreement has been changed after the stock has been calculated. When this is the case the process 'Generate Rental Order Quantity' can be used to find the agreement and process the new rental order Quantities
Tip: set this process to run in the queue if it takes a long time. That way the process wil run in the background, enabling you to continue using the system.
- Generate Rental Revenue
Use this process to generate the revenue for the rental order. The revenues are generated based on the 'Rental Order Quantity' and the agreements that are set up.
Tip: set this process to run in the queue if it takes a long time. That way the process wil run in the background, enabling you to continue using the system.
- Generate Invoice
Generate an invoice of all revenues of the rental order with status 'To Process'.
- Set Cost/Revenue to Process
Set all the Cost/Revenue lines of the rental order to 'To Process'
Rental Warehouse Orders - Tabpages
The Rental Warehouse Order has several tabpages that show information of the rental order.
- Cost-Revenue
An overview of all costs/revenues that are linked to the rental order.
- Invoices
An overview of all invoices that are linked to the rental order.
- Handling Units
An overview of all Handling Units that are related to the rental order.
- Rental Order Quantities
The Rental Order Quantities shows the quantities that will be used when generating the rental revenues. The quantities are generated based on the Stock Moments and the available agreements.
- Stock Handling Unit
Shows the generated stock for each 'moment day'. These Stock Moments are used to generate the Rental Order Quantity.
- Event Logs
If an error occurs in the creation of the rental order or the generation of the rental order quantities it is shown in Event Logs
- HU Rental Warehouse Quantity
HU Rental Warehouse Quantity shows are more detailed overview of the Handling Units and the rental order quantities. This page is used as the base for the 'Appendix Rental Warehouse Specification' report.
Note that this is only available for 'Storage Calculation Types'
- Handling Unit
- Carrier
- Documents
An overview of documents that are linked to the rental order.
- Audits
The Audits of the rental order.