Storage Order
A storage order bills storage days: for each stored object it takes the day it came in (its IN movement) and the day it left or the till date, and charges the days at a daily price.
What it is for
- Fill Transaction Date, Till Date and Customer.
- On each line pick the Movement (an IN movement of a stored object). Date From is the movement date, or the day after the last storage order already billed for it; Date To is the day it went out, or the till date if it is still in.
- Days is worked out from the two dates; Adjustment adds or removes days; Quantity is Days plus Adjustment. Price per day times quantity gives the amount; tax follows the tax zone and tax group.
Rules on save: a line needs a category and a movement, Days above zero, and Date To cannot be after the day the object went out ("Line ID: … - Service Object is out, you can select date to …").
The storage order posts nothing; it is billed through Billing Proposal.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Transaction | The code or number of this record | A short unique code, or the next number when a number range is set up. Required. Cannot be changed once saved |
| Transaction Date | The date of the document | A date. Required. Cannot be changed once saved |
| Till Date | Storage is billed up to this date | A date. Required. Cannot be changed once saved |
| Storage Warehouse | Storage warehouse | Fills in by itself |
| Storage Area | Storage area | Fills in by itself |
| Customer | The customer | Pick from the customer list. Required. Cannot be changed once saved |
| Name | The customer name | Fills in from the customer |
| Notes | A note on the document | Free text |
External Reference
| Field | What it means | What to put |
|---|---|---|
| Customer Order No. | The customer's own order or job number | Free text, for example the customer purchase order number |
| Customer Order Date | The date of the customer's order | A date |
Lines (Basic Data tab)
| Column | What it means | What to put |
|---|---|---|
| Category | Category of the storage charge | Starts with the category of Towing & Recovery Setting. Required |
| Movement | The IN movement of the stored object | Pick a movement. Date From, Date To and Days fill in |
| Service Object | The thing being serviced: a vehicle, a machine, a container | Fills in by itself |
| Name | Name of the service object | Fills in from the service object |
| Date From | Start of the period | Fills in by itself |
| Date To | Last day billed | A date. Not after the object went out |
| Days | Days stored | Fills in by itself |
| Adjustment | Days added or taken off | A number, plus or minus |
| Quantity | Days charged: Days plus Adjustment | Calculated on save |
| Price | Price per day | An amount |
| Gross Amount | Quantity times price | Calculated |
| Discount % | Discount on the line as a percentage | A percentage, at most 100 |
| Discount Amount | Discount on the line as an amount | An amount, or leave it to the percentage |
| Net Price | Price per unit after discount | Calculated |
| Net Amount | Line amount after discount | Calculated |
| Tax Zone | Tax zone used to find the tax rates | Pick a tax zone |
| Tax Group | Tax group of the line | Pick a tax group. With the tax zone it decides the tax lines |
| Line Text | A note on the line | Free text |
How to configure it
Set the default category on Towing & Recovery Setting.
Scenarios
- A police-impounded car stays 14 days. At release, one storage order line from its IN movement to its OUT movement, 14 days at the daily rate.
- A long-stay vehicle is billed monthly. Each month a storage order with Till Date the month end; the next month starts the day after.
What it is connected to
If something looks wrong
- Save is refused with "Line ID: … - Category is mandatroy". The line has no category or no movement (the same message is used for both).
- Save is refused with "Line ID: … - Days cannot be zero or negative". Date To is not after Date From.
- Save is refused with "Line ID: … - Service Object is out, you can select date to …". The object left earlier; use that date.