Projects:Freight Management/Functional Specification

Freight management

Overview

The purpose of this project is to implement freight management. This project will calculate the carriers that fit the requirements or conditions defined in the sales order. In addition to this it will also calculate the freight cost and inserting it in the sales order increasing the grand total amount of the document. But before doing that master data related with carriers will need to be configured

Scope

• Ability to define the carriers
• Ability to define different price lists for the same carrier. Price lists based on weight, bundles, delivery period
• Ability to define details of every price lists such as country/destination country, region/destination country, range of weight, bundles
• Ability to create price lists based on existing ones applying a coefficient
• Ability to define Delivery Period
• Ability calculate the carriers that fit sales order conditions based on the total weight of the order
• Ability to calculate the freight cost of the sales order and to include it or not as a line in the document
• The carrier calculated in the order will be populated in the subsequent goods shipment documents

Functional Requirements

Business process definition

Carrier window

1. Header tab
   1. Enter the name of the carrier. This value is the one that will be shown in all windows
   2. Select a business partner. In case further actions need to be performed such as purchase invoices
   3. Select a product. Necessary in case the freight cost needs to be entered as an order line
2. Freight tab
   1. Select the Freight Category. There will be another window to define the category
   2. Select Delivery Period. There will be another window to define the periods, for example 24H, 2-5 days, 6-10 days
   3. Enter Valid From
   4. Select the currency
   5. Tax included
   6. Button to create Freights based on another one with multiplier or fixed amount (i.e sum 1.5 euros)
3. Definition tab
   1. Define the range: Min. Quantity, Max. Quantity
   2. Define de Country and Destination Country
   3. The same for the regions
   4. Freight Amount: A fixed amount for the range defined
   5. Unit Price: Means the freight amount is no longer a fixed amount but a price. Then the amount will be the result of multiplying this price with the quantity of handling units

Mockups

Freight Category window

In this window you define the rules to calculate the freight cost. Mainly four fields are the important ones:

• Freight UOM: This is closed list. Four possible values:
  • Product Unit
  • Weight
• UOM Weight: It will be displayed when selecting Weight. This is not a closed list and will show the uoms that are defined as weight. This can be possible using the Packing Module
• Round total and round line: Possible values:
  • Not round
  • Round
  • Round up: For example weight 1,2 kg then in terms of calculation 2kg
  • Whole number: For example weight 1,3 kg then in terms of calculation 1kg

Mockups

Sales Order window

1. Select the Business Partner and products
2. Select the Delivery Period. This is optional
3. Select Delivery Charges. This is a closed list and mandatory:
   1. Cost based on Ordered quantities. Weight: It will insert an order line with the cost
   2. Cost based on Ordered quantities. Product Unit. It will insert an order line with the cost
   3. Cost based on Shipped quantities. Bundles (out of scope)
   4. Cost based on Shipped quantities. Weight (out of scope)
   5. Fixed cost. It will insert an order line with the cost. This product and amount will be taken from:
      1. Delivery plan table if there is any record
      2. Organization window
   6. Free
   7. No cost. Local pickup
   8. No cost. Carriage due
4. Select a Freight. This is optional and will be a filter when selecting the correct freight cost range. Once the carrier is selected it will be filled as well
5. In order to select the correct carrier there will be a button showing all candidates based on some of the above options
6. Ability to calculate the carrier automatically or select it among others
7. After selecting the carrier it will insert or not the delivery charge
8. Weight is calculated on the fly.
   1. There will be a button to change the total weight. There will be a preference to show or not the button
   2. If one of the products has no weight defined it will show an error and the product won't be inserted in case Cost based on Ordered quantities. Weight is selected in the header
9. Book the order

Mockups P/E Select carrier

Goods shipment

1. The creation of the goods shipment will inherit the carrier selected on the sales order