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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. 

(warning) 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 TypeExplanation
CarrierA revenue line is created for each unique carrier
Handling UnitA revenue line is created for each Handling Unit
GoodsA revenue line is created for each unique Goods line
Goods - StackableA 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 BaseExplanation
CARRIER_LEVEL_DAYUses the daily stock levels per carrier for the calculation
CURRENT_LEVEL_DAYUses the daily stock levels for the calculation
CARRIER_LEVEL_WEEKUses the weekly stock levels per carrier for the calculation
HIGHEST_LEVELUses the highest level of stock in a week for the calculation
CURRENT_LEVELUses the current stock level for the calculation, at the beginning of the week
CURRENT_LEVEL_NEXTUses the current stock level for the calculation of next week
OUTBOUNDUses the Outbounds of the week for the calculation

The remainder of the agreement is set up much like other agreements are set up.

FieldExplanation
UnitThe unit on which the rent is based
Calculation MethodUsed when different units are converted to one unit. 
LedgerLedger
LocationThe warehouse location to which the Rental Contract applies
Product GroupsUsed to limit the agreements to certain product groups
Invoice TypeUsed 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

FieldExplanation
ValidityThe validity of the agreement
Valid From QuantityThe quantity from which the agreement can be used (e.g. 15 pallets)
Upto TypeUsed to set up if the agreement is valid up to a certain value of an unlimited value
AmountThe agreement amount per unit and currency
PerThe unit per which the amount is multiplied
Free quantityThe free quantity is subtracted from the total quantity
Min AmountThe minimum amount that is charged
Max AmountThe maximum amount that is charged
Max QuantityThe 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:

  • CARRIER_LEVEL_DAY
  • CARRIER_LEVEL_WEEK


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

(info) 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. 

(info) 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. 

(info) 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.