288906
DHL C-TMS
Supplier Defined Min Collect Charge
FUNCTIONAL SPECIFICATION - 10.6
30/06/2011 - 1.0
Reference: FS 288906 OB-8GYHG3
Functional Overview
Client Requirement
Change Request Summary:
Change to allow the MIN_COLLECTION_CHARGE to be configurable by supplier Suzanne York/Milton Keynes/UK/Exel
Change Request Details:
The business have now decided they need to be able to make the current minimum collection charge configurable by supplier, rather than being a global parameter.Proposed solution... Add a check box into the 'Params' tab within the 'Customers' tab in the CUST_COST menu. The check box should be called 'No Minimum Collection'. If checked, then the code that runs to create the minimum collection charges should stop, if unchecked, the code should work as current and apply minimum collections charges where applicable
Benefits identified as a result of the change:
Less time spent raising credits to suppliers
Solution
A new field will be added to the ORG_CUSTOMER table called ‘NO_MINIMUM_COLLECTION’. The field will be a varchar1 and will be displayed on the customer maintenance screen as a check box.
If the field is checked, any stops collecting at the customer site will not be subjected to the Minimum Collection charge.
If the field is unchecked, all collection stops at the customer site will be subjected to the Minimum Collection charge, based on the system parameter value. If customers require to set their own Minimum Collection chare, this will require an additional field and further changes to the code which are not covered in this estimate.
Currently, a select statement totals the revenue for orders collected at each stop and applies a minimum collection charge if total is less than the value of the system parameter. Within the select statement, a where clause will be added based on the value of the new check box. If the check box is checked, the stop will be removed from the selection and will not have the minimum collection charge checks applied.
Scope
This change will be applied to system version 10.6.
Set-up
Pre-requisites
None
Menu Structure
Unchanged
Data
Implementation Advice
To stop a minimum collection charge being generated for a specific customer (‘Supplier’ in Dunelm’s terminology), the reference record of the customer must be amended by selecting the new check box ‘NO_MINIMUM_COLLECTION’ check box on the customer maintenance screen.
The Customer Maintenance form is accessed via the following menus:
The changes within this RIO will describe where the check box will be displayed.
Functional Description
Changes to Customers Screen (CUST_COST)
A new field will be added to the Customer Maintenance screen. The field will be displayed as a check box, allowing the user to select or deselect.
The field will be titled ‘No Minimum Collection’ and will be displayed as part of the Params tab at the bottom right of the screen. The default value will be not selected and users will be required to select the check box for those customers (Suppliers) who are not charged a minimum collection amount
RATE package changes
Within the RATE package each load activity at a customer (supplier) location is totalled to calculate the combined revenue and therefore charge to the customer (supplier). Currently, if this total is less than the value of the Minimum Collection charge system parameter, the difference between the total customer (supplier) charge and the minimum collection charge is added as a ‘top up’ payment to the trip costs.
This functionality will only be applied to those customers where ‘No Minimum Collection’ has not been checked. If the new parameter check box described above has been selected, the system will not attempt to create a minimum collection payment.
The running of the minimum collection code will continue to be controlled by the system parameter MINIMUM_COLLECTION .
NB this change will NOT take affect on retrospective trips/orders unless they are re-validated.
Table Updates Required
ALTER ORG_CUSTOMER
ADD COLUMN NO_MINIMUM_COLLECTION VARCHAR2(1);
References
| Ref No | Document Title & ID | Version | Date |
| 1 | EST- 288906 OB-8GYHG3 Supplier Defined Min Collect Charge v1.0 | 1.0 | 31/05/2011 |
Glossary
| Term or Acronym | Meaning |
| C-TMS | Calidus TMS |
Document History
| Version | Date | Status | Reason | Initials |
| Initial version | ||||
| Reviewed and Issued | ||||
AUTHORISED BY
| Matt Crisford | Development Manager | |
| Peter Greer | TMSCC MTS Product Manager |
