Charge schedules

ADMINISTRATION -> Charge schedules

Charges are used to generate invoices. Charges are grouped together into schedules that can be selected from various other pages (eg contracts, storage jobs, maturity samples, pre-shipment blocks).

Add a charge schedule

• Description - used to identify this schedule.
• Type - select one of:
  • Packing / storage / dispatch - the main charges based on inventory and packing activities. These schedules can be selected in ADMINISTRATION -> Contracts in either the general or trader-specific sections.
  • Storage jobs - charges for activities recorded in STORAGE -> Jobs.
  • Maturity samples - charges for samples recorded in QUALITY -> Maturity samples.
  • Pre-shipment block building - charges for blocks recorded in QUALITY -> Pre-shipment blocks.
  • Pre-shipment block inspection - charges for blocks recorded in QUALITY -> Pre-shipment blocks.
• Active?- untick to hide in lookup lists.

Add a charge

Press the Add button.

• Item group - invoice lines are grouped into sections using this heading.

• Description - description for this charge as it will appear on the invoice line.

• Type - this is used to support the invoice validation report once you are generating invoices. The report examines your inventory and checks if any charges have been applied of the relevant Type and alerts you to potential missing charges (see ADMINISTRATION -> Invoices).

• Charge to - options will vary depending on the type of charge schedule and may include:

  • Buyer - recorded against the loadout order.
  • Contract vendor - main vendor recorded against the relevant storage contract.
  • Ordered by - recorded against the loadout order.
  • Supply group - supply group recorded against the relevant storage contract.
  • Trader (in) - trader (in) recorded against the relevant storage contract.
  • Trader (out) - trader the product was packed for. This option is only applicable for packed product charges.
  • Other - select a specific vendor to charge.

• Source - defines the source for calculating to quantity to invoice. Options will vary depending on the type of charge schedule and may include:

  • Block - per block.
  • Block items- items in the block.
  • Job - per job.
  • Job items in - items scanned in to the job.
  • Job items out- items scanned out of the job.
  • Loadouts - items loaded out.
  • Loadout freight - freight cost entered against the loadout.
  • Maturity samples - per sample.
  • Packing in (tipping) - bins tipped.
  • Packing out (pallets)- packed products.
  • Submission / Storage - items submitted or stored.
  • Temperature recorders - number of temperature recorders.

• Rate - the rate to charge Unit below.

• Unit - the unit used to calculate the quantity to invoice. Options will depend on the selected source and may include:

  • ea - each (one).
  • item - per bin or pallet.
  • itm/d - per bin or pallet per day.
  • kg - per kg.
  • kg/d - per kg per day.
  • pack - per packed unit (carton).
  • pk/d - per packed unit per day .
  • tce - per TCE.
  • tce/d - per TCE per day.

• Sort order - used to control ordering on invoices (within item groups). If two items have the same sort order number they will be sorted alphabetically.

• GL account - GL account to code to.

• Split invoice ref - only use if you want to create separate invoices for these charges. This groups the charges to show on the invoices and will print this reference on the invoice.

• Charge filters - most charges can be filtered to target relevant products. For example packaging charges will usually only apply to one (or more) pack types. Enter as many filters as required.