Difference between revisions of "Distribution Centre:Purolator Invoice details processing"
Jump to navigation
Jump to search
(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...") |
m |
||
| (7 intermediate revisions by the same user not shown) | |||
| 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 (column CU) is not blank (this is store number field), if blank, manually edit them. |
||
| + | # 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 (as above, check column CU) |
||
| + | # Save the finished file as "YYYYMMconsolidated.csv" file |
||
| + | # 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" |
||
| + | # Close the "YYYYMMconsolidated.csv" file but DO NOT SAVE. |
||
| + | # File save as "purYYYYMM.csv" in Purolator folder - example: pur201709.csv |
||
| + | # May need to manually add any credits (dollars only) received from Purolator into the pur201709.csv (example) file. Important to get store number and waybill reference information. Note: dollars should be entered as negatives. |
||
| + | # 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) |
||
| + | # Move all (from Raw Invoices) completed and consolidated files into "Archived Folder" |
||
| Line 18: | Line 32: | ||
| + | |||
| ⚫ | |||
| + | |||
| ⚫ | |||
| + | [[Category:Purolator]] |
||
Latest revision as of 12:05, 23 November 2017
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 (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 (column CU) is not blank (this is store number field), if blank, manually edit them.
- 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 (as above, check column CU)
- Save the finished file as "YYYYMMconsolidated.csv" file
- 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"
- Close the "YYYYMMconsolidated.csv" file but DO NOT SAVE.
- File save as "purYYYYMM.csv" in Purolator folder - example: pur201709.csv
- May need to manually add any credits (dollars only) received from Purolator into the pur201709.csv (example) file. Important to get store number and waybill reference information. Note: dollars should be entered as negatives.
- 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)
- Move all (from Raw Invoices) completed and consolidated files into "Archived Folder"