The system can bill by calculated pallet and this is normally setup in CR.62 with Field 53 defining the standard quantity of cases on a pallet. In this situation, CR.22 would be set up to bill by pallet with Field 14 Calculate Per = PLT and Field 15 Qualifying Units = P for pallet.

For products that may have different pallet configurations when received, it may still be a requirement to bill by pallet even though the number of cases may vary. This can be done during receiving and provide the ability for the operator to override the standard number of cases on a pallet.

Note: For related documentation and workflows, see CR - Client Related.

Setup Requirements

CR.62 [Client's Inventory Products]

If a product is set up with a unit of measure as Case (CS) in Field 10 of CR.62 and let’s say normally has 28 cases on a pallet but can also have 35 cases on a pallet. The action code NU must be entered in Field 17

Also, in Field 40 the standard number of cases per pallet should be entered:

See also, CR.62 [Client's Inventory Products].

CR.22 [Storage, Handling, Other Rates]

The qualifying units need to be changed so that the calculation looks at CR.62 Field 40 and not the standard pallet definition in Field 53. This means changing the qualifying units in Field 15 to U. A new charge code is required for this purpose so it does not conflict with existing usage of codes; e.g., if H1 is calculated by pallet, then set up H2 for calculated by pallet by Qualifying Units = U as follows:

The system will warn the operator that Calculate Per is by PLT and Qualifying Units is by U since it is a non-standard setup. However, in this case this is what is required.

See also, CR.22 [Storage, Handling, Other Rates].

CR.63 [Product Billing Profiles]

The billing profile must be changed to correspond; e.g.,

See also, CR.63 [Product Billing Profiles].

Receiving and Billing Result

Item EG-2000 is set up in CR.62 and CR.22 as described above.

Example 1

Receiving of this item will display the standard sku/unit charge configuration in Field 50 (28 in this case). So if this is correct, the operator leaves it "as-is" and the 56 cases received in this example are billed as 2 pallets (56/28 =2 pallets).

Example 2

Receiving of 70 cases of the same item that are on non-standard pallets of 35 each will require the operator to change the sku/unit charge in Field 50 to 35 and the system will correctly bill for 2 pallets (70/35 = 2 pallets).