Distribution Centre:Purolator Invoice details processing - Revision history

Johnt at 19:05, 23 November 2017

2017-11-23T19:05:02Z

Johnt at 18:46, 3 October 2017

2017-10-03T18:46:20Z

Johnt at 22:18, 2 October 2017

2017-10-02T22:18:13Z

Johnt at 21:57, 2 October 2017

2017-10-02T21:57:15Z

Johnt at 21:56, 2 October 2017

2017-10-02T21:56:02Z

Johnt at 21:55, 2 October 2017

2017-10-02T21:55:10Z

Johnt at 21:49, 2 October 2017

2017-10-02T21:49:37Z

Johnt at 21:48, 2 October 2017

2017-10-02T21:48:44Z

Johnt: Created page with "'''Background''' Weekly we receive an email (to johnt@unipharm.com and geraldp@unipharm.com) from Purolator (ediff@purolator.com) that contains a zip file that when opened i..."

2017-10-02T21:46:00Z

Created page with "'''Background''' Weekly we receive an email (to johnt@unipharm.com and geraldp@unipharm.com) from Purolator (ediff@purolator.com) that contains a zip file that when opened i..."

New page

'''Background'''

Weekly we receive an email (to johnt@unipharm.com and geraldp@unipharm.com) from Purolator (ediff@purolator.com) that contains a
zip file that when opened is a csv file of weekly invoice details. Below are the steps required to manually upload this data
into Infonet for use in the "Freight to Sales Analysis" query.

# Files are automatically saved on superserver in distribution centre\Richmond\geraldp\freight GP\Purolator\raw invoices
#

[Category: Distribution Centre]

@@ Line 12: / Line 12: @@
 # Repeat for the third and fourth weekly files (as above, check column CU)
 # Save the finished file as "YYYYMMconsolidated.csv" file
-# Run macro "Purolator_Invoice_To_Template" - note: This will align various columns to fit our import template and will total surcharges and remove blank records.
+# Run macro (View tab - Macros - View Macros) "Purolator_Invoice_To_Template" - note: This will align various columns to fit our import template and will total surcharges and remove blank records. Run.
 # Go to (and open) superserver\distribution centre\Richmond\geraldp\freight GP\skid lot tracking\miscyyyymm (template.csv)
 # Copy the details from "YYYYMMconsolidated.csv" into "miscyyyymm"
-# File save as "purYYYYMM.csv" in skid lot tracking folder - example: pur201709.csv
+# File save as "purYYYYMM.csv" in Purolator folder - example: pur201709.csv
 # Ready to upload into Infonet - note: after uploading will need overnight processing to update information for viewing
 # Move "purYYYYMM.csv" to "yyyy files" folder (eg. 2017 files)

@@ Line 8: / Line 8: @@
 # Files are going to uploaded on a monthly basis (typically in the first week of each month - for the previous month)
 # Go to superserver\distribution centre\Richmond\geraldp\freight GP\Purolator\raw invoices
-# Open first weekly file - Note: need to make sure that customer ref1 field is not blank (this is store number field), if blank, manually edit them.
+# Open first weekly file - Note: need to make sure that customer ref1 field (column CU) is not blank (this is store number field), if blank, manually edit them.
-# Open second weekly file and copy / paste the details into first file
+# Open second weekly file and copy / paste the details (from columns A to GC) into first file (as above, check column CU)
-# Repeat for the third and fourth weekly files
+# Repeat for the third and fourth weekly files (as above, check column CU)
 # Save the finished file as "YYYYMMconsolidated.csv" file
 # Run macro "Purolator_Invoice_To_Template" - note: This will align various columns to fit our import template and will total surcharges and remove blank records.
 # Go to (and open) superserver\distribution centre\Richmond\geraldp\freight GP\skid lot tracking\miscyyyymm (template.csv)
 # Copy the details from "YYYYMMconsolidated.csv" into "miscyyyymm"
-# File save as "purYYYYMM.csv" - example: pur201709.csv
+# File save as "purYYYYMM.csv" in skid lot tracking folder - example: pur201709.csv
-# Ready to upload into Infonet
+# Ready to upload into Infonet - note: after uploading will need overnight processing to update information for viewing

← Older revision		Revision as of 22:18, 2 October 2017
Line 5:		Line 5:
	into Infonet for use in the "Freight to Sales Analysis" query.		into Infonet for use in the "Freight to Sales Analysis" query.

−	# Files are automatically saved on superserver in distribution centre\Richmond\geraldp\freight GP\Purolator\raw invoices	+	# Files are automatically saved on superserver in distribution centre\Richmond\geraldp\freight GP\Purolator\raw invoices (note: this is done by a process developed by IS department)
		+	# Files are going to uploaded on a monthly basis (typically in the first week of each month - for the previous month)
−	#
		+	# Go to superserver\distribution centre\Richmond\geraldp\freight GP\Purolator\raw invoices
		+	# Open first weekly file - Note: need to make sure that customer ref1 field is not blank (this is store number field), if blank, manually edit them.
		+	# Open second weekly file and copy / paste the details into first file
		+	# Repeat for the third and fourth weekly files
		+	# Save the finished file as "YYYYMMconsolidated.csv" file
		+	# Run macro "Purolator_Invoice_To_Template" - note: This will align various columns to fit our import template and will total surcharges and remove blank records.
		+	# Go to (and open) superserver\distribution centre\Richmond\geraldp\freight GP\skid lot tracking\miscyyyymm (template.csv)
		+	# Copy the details from "YYYYMMconsolidated.csv" into "miscyyyymm"
		+	# File save as "purYYYYMM.csv" - example: pur201709.csv
		+	# Ready to upload into Infonet
		+
		+

← Older revision		Revision as of 21:57, 2 October 2017
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		+
−	[[Category:Distribution Centre~~: Purolator~~]]	+	[[Category:Distribution Centre]]
		+	[[Category:Purolator]]

← Older revision		Revision as of 21:56, 2 October 2017
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−	[[Category:Purolator]]	+	[[Category:Distribution Centre: Purolator]]

← Older revision		Revision as of 21:55, 2 October 2017
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−	[Category:Purolator]	+	[[Category:Purolator]]

← Older revision		Revision as of 21:49, 2 October 2017
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−	[Category: Purolator]	+	[Category:Purolator]

← Older revision		Revision as of 21:48, 2 October 2017
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−	[Category: ~~Distribution Centre~~]	+	[Category: Purolator]