Storage Index Anniversary Calculation

Overview

The Storage Index Anniversary Calculation helps you determine storage charges based on anniversary dates of goods received. This method is ideal for contracts where storage charges are calculated based on how long goods have been stored, using anniversary dates calculated from the original receipt date.

Calculation Methods

Anniversary Method

This sophisticated method calculates storage charges based on the anniversary dates of when goods were originally received. The system uses the Receive Invoice Date Cost Calculation from your service setup to determine anniversary intervals.

Example

For a monthly billing period with a 30D (30 days) Receive Invoice Date Cost Calculation, the system identifies goods that reach their anniversary during the billing period.

If goods were received on January 1st, their anniversary dates would be:

• January 31st (30 days later)
• March 2nd (60 days later)
• April 1st (90 days later)

The calculation counts goods that reach any of these anniversary milestones during your billing period.

How It Works

The system pulls data from the Storage Index Handling Unit Content Table, filtering by:

• Handling Unit Number
• Handling Unit Carrier Type Code
• Storage Charge Number
• Receipt Date (filtered by anniversary calculations)

Standard Filters Applied

The system automatically applies these filters to ensure accurate calculations:

Field	Filter Source
Customer Number	From your Agreement Detail Line
Storage Charge Number	From your Service Number
Posting Date	Based on your Agreement Period dates
Receipt Date	Anniversary dates based on service formula
Customs Code	From your Agreement Period
Invoice Type Code	From your Agreement Period

The system also checks if each Handling Unit qualifies for invoicing based on your WMS Service settings and validates receipt/output invoice date calculations.

Process Flow

The system automatically creates contract periods based on your settings. Each unique combination of customs code and invoice type gets its own period. If you prefer not to split by customs code, simply set the production posting group to default in your customs code setup.

Important

The Receive Invoice Date Cost Calculation field in your WMS Service setup is required for Anniversary calculations. This formula determines the anniversary intervals (e.g., 30D for monthly anniversaries, 7D for weekly anniversaries).

Important

Make sure the Valid From Date on your contract detail line matches a starting date in your customer's invoice period to avoid errors during invoicing.

Calculation Process

The Anniversary calculation:

1. Takes the current posting date
2. Calculates all potential anniversary dates by repeatedly subtracting the date formula
3. Filters goods based on their receipt dates matching these anniversary dates
4. Applies optional period filters (From/To Period Days) if configured
5. Counts qualifying goods for each day in the billing period

Configuration Options

Setting	Description	Options
QTY CALCULATION	Type of quantity to calculate	• Carrier • Gross • Net • Quantity Base • Number of Locations • Volume of Carrier Type • Divide By UOM • Cubage From Carrier Content • Surface from Content • Surface from UOM • Cubage from Carrier
STACKED CARRIERS	How to count stacked carriers	• Count each carrier • Count ground carrier only • Stacked Base Only • Non Stack
CARRIERTYPEFILTER	Use carrier type filter from agreement	Yes/No
BUILDING FILTER	Limit to specific buildings	Example: 'Ede'
LOCATION TYPE FILTER	Limit to specific location types	Example: 'Bulk'
INVOICE CLASS FILTER	Limit to specific invoice classes	Example: 'Layer'
EXCLUDE PICKCARRIERS	Include or exclude pick carriers	Yes/No
CARRCONTTABLEFILTER	Additional filters for carrier content	Custom table filter
HEIGHT FILTER	Limit by handling unit height	Example: '100..140'
SKIP CREATE ENTRIES	Skip creating entries when result is zero	Yes/No
UOM CODE	Unit of measure for calculations	UOM code or '1' for Customer Item UOM

Key Differences from Other Calculations

Unlike Start and End calculations, the Anniversary method:

• Does NOT use mutation parameters (INCL. RECEIPT, INCL. SHIPMENT, etc.) as it focuses purely on anniversary dates
• Requires a Receive Invoice Date Cost Calculation to be set up in the service
• Uses receipt dates to determine which goods qualify based on anniversary intervals
• Validates date formulas to ensure they create proper anniversary intervals
• Prevents duplicate invoicing by tracking already invoiced carriers

Service Setup Requirements

Field	Description	Example
Receive Inv. Date Cost Calc.	Date formula for anniversary intervals	30D, 7D

System Information

Property	Value
Codeunit ID	71540271
Object Name	WMS Storage Index Anniv. Calc.

System Requirements

Application	Required Version
3PL Warehousing	25.16 or later
3PL Dynamics	25.16 or later