Difference between revisions of "Distribution Centre:Purolator Invoice details processing"
Jump to navigation
Jump to search
m |
m |
||
| 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 |
||
| + | |||
| + | |||
Revision as of 15:18, 2 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 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