WHS9160 WMS Rate Table Maintenance Pricing - Revision history

Anw: Anw moved page WHS9160 to WHS9160 WMS Rate Table Maintenance Pricing

2025-11-27T10:37:27Z

Anw moved page WHS9160 to WHS9160 WMS Rate Table Maintenance Pricing

← Older revision	Revision as of 12:37, 27 November 2025
(No difference)

Anw: Categorisation

2025-11-27T10:37:06Z

Categorisation

← Older revision		Revision as of 12:37, 27 November 2025
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	Also - Weight can be used as the Breakpoint instead of Case – simply change the ‘type’ from Case to Weight and the procedures will work on Kgs or Lbs.		Also - Weight can be used as the Breakpoint instead of Case – simply change the ‘type’ from Case to Weight and the procedures will work on Kgs or Lbs.
			<noinclude>
			[[Category:Finance Maintenance]]
			</noinclude>

Anw: Minor formatting change

2025-07-01T10:14:40Z

Minor formatting change

← Older revision		Revision as of 12:14, 1 July 2025
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	The Index Group Information screen WHS0339 will appear when selecting the '''Index Group''' button on Screen WHS9160. It will not be possible to view this screen from the menu system.<center>[[Image:OI-016.PNG \| Index Group Information]]</center>Note that the initial value of the Index displayed here will be the value of the index when it was assigned to the group and rate code in question. The initial rate values will display the approximate rate value for each Breakpoint, as they were when the index was assigned to the rate. These values are calculated by reducing the current rate values by the percentage change that has occurred in the index.		The Index Group Information screen WHS0339 will appear when selecting the '''Index Group''' button on Screen WHS9160. It will not be possible to view this screen from the menu system.<center>[[Image:OI-016.PNG \| Index Group Information]]</center>Note that the initial value of the Index displayed here will be the value of the index when it was assigned to the group and rate code in question. The initial rate values will display the approximate rate value for each Breakpoint, as they were when the index was assigned to the rate. These values are calculated by reducing the current rate values by the percentage change that has occurred in the index.

	==== ~~'''~~Rate Set Up Examples~~'''~~ ====		==== Rate Set Up Examples ====
	''''Example 1'''<center>[[Image:OI-031.PNG ]]</center>		''''Example 1'''<center>[[Image:OI-031.PNG ]]</center>

Anw: Updated

2025-06-27T13:15:23Z

Updated

← Older revision		Revision as of 15:15, 27 June 2025
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	\|''BREAKPOINT''\|\|Defines the breakpoint to be used when generating charges\|\|Only one allowed unless it is a STANDARD TYPE setting. All ID’s must have at least one detail to define either a fixed amount or a rate to be applied for a quantity		\|''BREAKPOINT''\|\|Defines the breakpoint to be used when generating charges\|\|Only one allowed unless it is a STANDARD TYPE setting. All ID’s must have at least one detail to define either a fixed amount or a rate to be applied for a quantity
	\|		\|
			\|}

			Variable Rate Calculation information is also displayed:
			{\| class="wikitable" border="1"
			!'''Field Name'''
			!'''Description'''
			!'''Options'''
			!'''Generic Value'''
	\|-		\|-
	\|''FIXED AMOUNT''\|\|The actual currency amount to be charged\|\|User must enter either Fixed amount or the equivalent MULTIPLIER / QTY / RATE for variable amounts, UNLESS It is a percentage type breakpoint, in which case this will be the percentage value applied to the quantity / value to charge when using the variable rate data that will also be entered		\|''FIXED AMOUNT''\|\|The actual currency amount to be charged\|\|User must enter either Fixed amount or the equivalent MULTIPLIER / QTY / RATE for variable amounts, UNLESS It is a percentage type breakpoint, in which case this will be the percentage value applied to the quantity / value to charge when using the variable rate data that will also be entered
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	\|		\|
	\|		\|
			\|}
			{\| class="wikitable" border="1"
	\|-		\|-
	\| colspan="4" \|'''Buttons'''		\| colspan="2" \|'''Buttons'''
	\|-		\|-
	\|'''COPY'''\|\|Allows a new rate to be set up based on an existing rate.		\|'''COPY'''\|\|Allows a new rate to be set up based on an existing rate.
	\|
	\|
	\|-		\|-
	\|'''INDEX GROUP'''\|\|When pressed the process will check if the rate code has already been assigned to an index group. If this is the case, the user will be presented with a form to display the details of the index. See below		\|'''INDEX GROUP'''\|\|When pressed the process will check if the rate code has already been assigned to an index group. If this is the case, the user will be presented with a form to display the details of the index. See below
	\|
	\|
	\|}		\|}

			The Rate Table Copy screen WHS0162 will appear when selecting the '''COPY''' button on Screen WHS9160.<center>[[Image:OI-015.PNG \| Company Account Information]]</center>
	The Rate Table Copy screen WHS0162 will appear when selecting the COPY button on Screen WHS9160.<center>[[Image:OI-015.PNG \| Company Account Information]]</center>
	{\| class="wikitable" border="1"		{\| class="wikitable" border="1"
	\|-		\|-
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	The Index Group Information screen WHS0339 will appear when selecting the Index Group button on Screen WHS9160. It will not be possible to view this screen from the menu system.<center>[[Image:OI-016.PNG \| Index Group Information]]</center>Note that the initial value of the Index displayed here will be the value of the index when it was assigned to the group and rate code in question. The initial rate values will display the approximate rate value for each Breakpoint, as they were when the index was assigned to the rate. These values are calculated by reducing the current rate values by the percentage change that has occurred in the index.		The Index Group Information screen WHS0339 will appear when selecting the '''Index Group''' button on Screen WHS9160. It will not be possible to view this screen from the menu system.<center>[[Image:OI-016.PNG \| Index Group Information]]</center>Note that the initial value of the Index displayed here will be the value of the index when it was assigned to the group and rate code in question. The initial rate values will display the approximate rate value for each Breakpoint, as they were when the index was assigned to the rate. These values are calculated by reducing the current rate values by the percentage change that has occurred in the index.

	==== '''Rate Set Up Examples''' ====		==== '''Rate Set Up Examples''' ====

Anw: Split into separate pages

2025-06-27T11:03:14Z

Split into separate pages

New page

RATES can be set to define the price to be applied to any Invoice transactions.<center>[[Image:OI-014.PNG | Company Account Information]]</center>
{| class="wikitable" border="1"
|-
!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
|-
|''RATE ID + DESCRIPTION''||Unique identifier and descriptive text||User input
|
|-
|''DATE FROM''||Date rate becomes effective||The EFFECTIVE DATES for the rate
|
|-
|''DATE TO''||Date rate ends||The EFFECTIVE DATES for the rate
|
|-
|''CURRENCY''||The currency to be charged||Any valid currency code
|
|-
|''MIN CHARGE''||Allows for the setting of MINIMUM charge value for an INDIVIDUAL CHARGE||User input
|
|-
|''MAX CHARGE''||Allows for the setting of MAXIMUM charge values for an INDIVIDUAL CHARGE||User input
|
|-
|''INDIVIDUAL ROUNDING''||Instructs the processing to round all transactions to 2 decimal places or not||Yes / No
|
|-
|''INDEX GROUP ID''||The index rate group that the charge belongs.||Display only to show rate can be uplifted by regular ‘ Indexation processing’. It is not possible to assign more than one Index Group /Index combination
|
|-
|''TABLE TYPE''||Defined the QUANTITY TYPE that the BREAKPOINTS will be based on.||QUANTITY – no. of Units ,br/> CASE – no. of cases
PALLET – no. of pallets
WEIGHT – no of weight UoM
CHARGE VALUE – currency value (for Invoice Level charges)
''' Note that Area and other values not utilised at present'''
|
|-
|''BREAKPOINT TYPE''||Defines the TYPE of Breakpoints||STANDARD –
Allow for multiple breakpoint details to establish the highest detail found for the quantity to be charged for.

MINIMUM – Only raise charge if quantity to be charged for is LOWER than the first (and only) breakpoint detail

MAXIMUM – Only raise charge if quantity to be charged for is HIGHER than the first (and only) breakpoint detail

PERCENTAGE – For use with CHARGE VALUE when defining the rate for Invoice Group . Level charges. Uses specific values in the first (and only) breakpoint details row found
|-
|''BREAKPOINT''||Defines the breakpoint to be used when generating charges||Only one allowed unless it is a STANDARD TYPE setting. All ID’s must have at least one detail to define either a fixed amount or a rate to be applied for a quantity
|
|-
|''FIXED AMOUNT''||The actual currency amount to be charged||User must enter either Fixed amount or the equivalent MULTIPLIER / QTY / RATE for variable amounts, UNLESS It is a percentage type breakpoint, in which case this will be the percentage value applied to the quantity / value to charge when using the variable rate data that will also be entered
|-
|''MULTIPLIER''||Normally the same as the Table Type defined above, but may be different if required
|
|
|-
|''UNIT QTY''||The unit quantity that the rate is applicable to
|
|
|-
|''RATE''||The actual rate that will be applied to the calculation. I.e. CHARGE VALUE will be calculated as - ‘QTY to be charged for’ divided by ‘UNIT QTY’ multiplied by ‘RATE’
|
|
|-
| colspan="4" |'''Buttons'''
|-
|'''COPY'''||Allows a new rate to be set up based on an existing rate.
|
|
|-
|'''INDEX GROUP'''||When pressed the process will check if the rate code has already been assigned to an index group. If this is the case, the user will be presented with a form to display the details of the index. See below
|
|
|}

The Rate Table Copy screen WHS0162 will appear when selecting the COPY button on Screen WHS9160.<center>[[Image:OI-015.PNG | Company Account Information]]</center>
{| class="wikitable" border="1"
|-
!'''Field Name'''!!'''Description'''
|-
|''SOURCE RATE''||Shows the details of the RATE_ID being copied from
|-
|''NEW RATE''||Requires input of
NEW ID and DESCRIPTION
TABLE TYPE and BREAKPOINT TYPE
START DATE / END DATE
CURRENCY – defaults to the same as the original
|}All inputs will be validated in the same way as the original inputs as described above

On selecting the COPY BUTTON on this screen the NEW RATE details are presented in the original RATE MAINTENANCE screen for amendment / update.

The Index Group Information screen WHS0339 will appear when selecting the Index Group button on Screen WHS9160. It will not be possible to view this screen from the menu system.<center>[[Image:OI-016.PNG | Index Group Information]]</center>Note that the initial value of the Index displayed here will be the value of the index when it was assigned to the group and rate code in question. The initial rate values will display the approximate rate value for each Breakpoint, as they were when the index was assigned to the rate. These values are calculated by reducing the current rate values by the percentage change that has occurred in the index.

==== '''Rate Set Up Examples''' ====
''''Example 1'''<center>[[Image:OI-031.PNG ]]</center>

''''Example 2'''<center>[[Image:OI-032.PNG ]]</center>

''''Example 3'''<center>[[Image:OI-033.PNG ]]</center>

'''RATE DETAIL EXAMPLE'''

Charge 5.99 if the total Cases on an order is less than 100 Cases, otherwise no charge

Note that if the BREAKPOINT TYPE was MAX instead of MIN then the charge would be raised only if the quantity was greater than 100 Cases.

Also – Rather than the Fixed Amount of 5.99, the Variable Rate settings could be set to nn.nn per Case, or per 10 Cases, etc.

Also - Weight can be used as the Breakpoint instead of Case – simply change the ‘type’ from Case to Weight and the procedures will work on Kgs or Lbs.