Storage Index Max Calculation
Overview
The Storage Index Max Quantity Calculation helps you determine the optimal quantity for invoicing storage charges. Setting this up is straightforward - simply create a quantity calculation using this method and apply it to your WMS contract agreement detail line.
Calculation Methods
Max Per Day
This user-friendly method identifies the day with the highest inventory quantity within your billing period.
Example
For a weekly billing period, the system examines each day's inventory and selects the highest value. In this example, Saturday's quantity (133) would be used for billing.
| Day | Quantity |
|---|---|
| Monday | 100 |
| Tuesday | 88 |
| Wednesday | 125 |
| Thursday | 131 |
| Friday | 95 |
| Saturday | 133 |
| Sunday | 132 |
Max Per Contract Period
This method looks at the entire contract period and calculates the highest possible quantity based on your selected parameters.
Example
For a weekly billing period with the INCL. RECEIPT parameter set to "Add", the system calculates a maximum value of 325.
The calculation adds the starting inventory plus all receipts during the period: 100 + 25 + 100 + 25 + 50 + 0 + 25 + 0 = 325
| Day | Quantity | Receipt Quantity | Shipment Quantity |
|---|---|---|---|
| Monday | 100 | 25 | 30 |
| Tuesday | 95 | 100 | 0 |
| Wednesday | 195 | 25 | 100 |
| Thursday | 120 | 50 | 50 |
| Friday | 120 | 0 | 0 |
| Saturday | 120 | 25 | 0 |
| Sunday | 145 | 0 | 0 |
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
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 |
| 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.
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.
Tip
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
Configuration Options
| Setting | Description | Options |
|---|---|---|
| CALCULATE MAX METHOD | How to determine the maximum | • Per Day • Per Contract Period |
| BASE CALENDAR | Calendar used for invoicing | Any Base Calendar Code |
| 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 |
| INCL. RECEIPT | How to handle receipts | • None • Add • Subtract |
| INCL. SHIPMENT | How to handle shipments | • None • Add • Subtract |
| INCL. TRANSFER | How to handle transfers | • None • Add • Subtract |
| INCL. CUSTTRNSF FROM | How to handle customer transfers (from) | • None • Add • Subtract |
| INCL. CUSTTRNSF TO | How to handle customer transfers (to) | • None • Add • Subtract |
| INCL. CONSUMPTION | How to handle consumption/input/material | • None • Add • Subtract |
| INCL. OUTPUT | How to handle output | • None • Add • Subtract |
| INCL. BREAKBLK FROM | How to handle breakbulk (from) | • None • Add • Subtract |
| INCL. BREAKBLK TO | How to handle breakbulk (to) | • None • Add • Subtract |
| INCL. FREECIRC FROM | How to handle free circulation (from) | • None • Add • Subtract |
| INCL. FREECIRC TO | How to handle free circulation (to) | • None • Add • Subtract |
| 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 |
| USEFROMTOPERIODDAYS | Use period days for multiple tariff lines | Yes/No |
| UOM CODE | Unit of measure for calculations | UOM code or '1' for Customer Item UOM |
System Information
| Property | Value |
|---|---|
| Codeunit ID | 11242291 |
| Object Name | WMS Storage Index Max Calc. |
System Requirements
| Application | Required Version |
|---|---|
| 3PL Warehousing | 24.14.80284 or later |
| 3PL Dynamics | 24.8.80174 or later |