Difference between revisions of "Distribution Centre:Purolator Invoice details processing"
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# Files are going to uploaded on a monthly basis (typically in the first week of each month - for the previous month) |
# Files are going to uploaded on a monthly basis (typically in the first week of each month - for the previous month) |
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# Go to superserver\distribution centre\Richmond\geraldp\freight GP\Purolator\raw invoices |
# Go to superserver\distribution centre\Richmond\geraldp\freight GP\Purolator\raw invoices |
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| − | # 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 |
# Save the finished file as "YYYYMMconsolidated.csv" file |
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# 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 "Purolator_Invoice_To_Template" - note: This will align various columns to fit our import template and will total surcharges and remove blank records. |
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# Go to (and open) superserver\distribution centre\Richmond\geraldp\freight GP\skid lot tracking\miscyyyymm (template.csv) |
# Go to (and open) superserver\distribution centre\Richmond\geraldp\freight GP\skid lot tracking\miscyyyymm (template.csv) |
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# Copy the details from "YYYYMMconsolidated.csv" into "miscyyyymm" |
# Copy the details from "YYYYMMconsolidated.csv" into "miscyyyymm" |
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| − | # 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 |
| + | # Move "purYYYYMM.csv" to "yyyy files" folder (eg. 2017 files) |
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| − | |||
| + | # Move all (from Raw Invoices) completed and consolidated files into "Archived Folder" |
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Revision as of 11:46, 3 October 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 "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" in skid lot tracking 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)
- Move all (from Raw Invoices) completed and consolidated files into "Archived Folder"