Storage Index Start Dynamic Calculation
Overview
The Storage Index Start Dynamic Calculation extends the standard Storage Index Start Calculation with flexible date formula functionality. This enhanced method allows you to dynamically determine the start inventory date using date formulas, providing greater flexibility for storage charge calculations based on various business requirements.
Unlike the standard calculation that uses a fixed start date (period start date - 1), this dynamic version lets you specify custom date formulas to calculate the optimal start inventory date for your billing period.
Calculation Methods
Dynamic Start Date Method
This advanced method uses a configurable date formula to determine when to calculate the starting inventory. The formula is applied to your billing period's start date, giving you complete control over the inventory baseline.
Example
For a monthly billing period starting July 31st with a DATE FORMULA of <-1W> (one week earlier), the system calculates the start inventory from July 24th.
The calculation process:
- Takes your period start date (July 31st)
- Applies the date formula
<-1W> - Calculates start inventory from the resulting date (July 24th)
- Applies all selected parameters for the period July 31st - August 31st
| Date | Start Inventory Date | Period Start | Period End |
|---|---|---|---|
| July 31st | July 24th (<-1W>) |
July 31st | August 31st |
| August 31st | August 24th (<-1W>) |
August 31st | September 30th |
Date Formula Examples
| Formula | Description | Example Result (from July 31st) |
|---|---|---|
<-1W> |
One week earlier | July 24th |
<-CM> |
Beginning of previous month | June 30th |
<-1M> |
One month earlier | June 30th |
<-1D> |
One day earlier (standard behavior) | July 30th |
<CM> |
Beginning of current month | July 1st |
How It Works
The system extends the standard Storage Index Start Calculation with dynamic date calculation capabilities while maintaining all existing functionality.
Standard Filters Applied
The system automatically applies the same filters as the standard calculation:
| 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 process follows the same flow as the standard calculation but with an additional step for date formula processing:
- Initialize Calculation - Load agreement and sales line data
- Process Date Formula - Apply the DATE FORMULA parameter to determine start date
- Calculate Start Inventory - Use the calculated start date for inventory baseline
- Process Entry Types - Apply all standard parameters for the billing period
- Generate Results - Create storage cost entries and return total
Calculation Process
The dynamic calculation follows these steps:
Date Formula Processing:
- Retrieve the DATE FORMULA parameter
- Apply the formula to the period start date
- Use the resulting date as the start inventory date
Inventory Calculation:
- Query inventory on the calculated start date
- Apply all configuration parameters
- Process all entry types for the billing period
Result Generation:
- Create storage cost entries
- Return calculated totals
Configuration Options
All standard Storage Index Start Calculation parameters are supported, plus:
Extended Parameters
| Parameter | Description | Type | Default | Example |
|---|---|---|---|---|
| DATE FORMULA | Date formula to determine start inventory date | DateFormula | <-CM> |
<-1W>, <-1M>, <CM> |
Standard Parameters
All existing parameters from the standard Storage Index Start Calculation are available:
| Parameter | 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 |
| 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 |
| INCL. NO MUTATIONS | How to handle zero net change | • 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 |
Use Cases
Monthly Billing with Previous Month End
Use <-CM> to calculate storage based on inventory at the end of the previous month.
Weekly Billing with Week-ago Baseline
Use <-1W> to calculate storage based on inventory from one week before the period start.
Flexible Period Adjustments
Use any date formula to align inventory calculations with your specific business requirements.
System Information
| Property | Value |
|---|---|
| Codeunit ID | 71540343 |
| Object Name | WMS SI Start Dynamic Calc. |
| Function Code | CALCSISTARDYNAMIC |
System Requirements
| Component | Version |
|---|---|
| 3PL Warehousing | 26.12 or later |
| 3PL Dynamics | 26.12 or later |