TeraCalc0_Shipping Data Processing User Manual

1Purpose and Overview

1-1. Purpose of the Screen

Imports shipping data (Excel format) into the Access database.
Automatically calculates shipping categories for cases, loose items, and case/loose combinations.
Generates daily summaries, customer-wise summaries, and item-wise summaries.
Generates ranking data and the T200 table for EIQ analysis.
Allows verification of processed data on-screen.

1-2. Workflow Overview

Process Flow:
① Import Shipping Data → ② Conversion Calculations → ③ Determine Shipping Category → ④ Create Summaries → ⑤ Ranking → ⑥ Create EIQ Data

1-3. Data Generated

T000_Shipping Data: Original data imported from Excel
T100_Data: Shipping data with added processing flags
T110_Category Conversion: Converted data for case count, loose count, volume, weight, etc.
T180_EIQ Rank: Ranking information for customers and items
T200: Final dataset for EIQ analysis and distribution center sizing calculations

2Preparation Before Use

2-1. Required Files Verification

File Name	Role	How to Check
TeraCalc.accdb	Access database storing system data	Ensure it exists in the working folder
ShippingData.xlsx	Source shipping data	Ensure it exists in the folder and contains valid data
Settings.xlsx	Configuration file for rank keys and conditions	Ensure it exists in the working folder

2-2. Format Requirements for Shipping Data

ShippingData.xlsx requires the following columns:

Shipping Date
Customer Code / Customer Name
Item Code / Item Name
Case Count / Loose Item Count
Other required fields (Weight, Volume, etc.)

2-3. Recommended Backup

Re-processing will overwrite and delete existing tables.
Please back up TeraCalc.accdb if necessary.

3Startup Behavior

3-1. Automatic Check Flow

Checks the existence of TeraCalc.accdb upon launching the screen.
Checks whether the T110_Category Conversion table exists in the DB.
If table does NOT exist → Displayed as Processed.
If table exists → Displayed as Incomplete with guidance.

3-2. When Processed

Each checkbox is automatically enabled.
Shipping data, provisional summaries, and case/loose classifications are displayed.
Click "Proceed to EIQ Data Processing" to move forward.

3-3. When Incomplete

"Allow Delete All Tables" is checked automatically.
Guidance is displayed prompting you to click "Data Processing 1 Batch Processing".

4Screen Layout and Buttons

4-1. Shipping Data Import & Category Tab

Button / Item	Role	Usage Timing
Allow Delete All Tables	Permission to clear existing Access tables for re-processing	Must check before re-processing
Data Processing 1 Batch	Executes everything from data import to provisional summary	Initial run or re-processing
To EIQ Data Processing	Moves to the EIQ Data Processing tab	After Data Processing 1 completes

4-2. EIQ Data Processing Tab

Button / Item	Role	Usage Timing
EIQ Data Processing	Executes ranking and creation of T180, T200 tables	After confirming rank settings
Reset Tera Recommended	Resets rank percentages and settings to recommended values	When restoring default settings
Verify Processed Data	Displays created tables on screen	When checking overall data
Start EIQ Data Display	Displays T000, T110, T180, T200 on screen	For detailed data review

4-3. Other Buttons

Button	Role
To Menu Screen	Returns to the main menu
Shipping Data / Category	Moves to the Shipping Data Import & Category Tab
Instructions	Displays the user guide tab

5Basic Operating Procedures

5-1. Initial Processing Procedure

Step 1: Preparation

Ensure ShippingData.xlsx is present in the working folder
Ensure TeraCalc.accdb exists
Launch the application

Step 2: Data Processing 1

Verify "Allow Delete All Tables" is checked
Click "Data Processing 1 Batch Processing"
Wait until processing completes (progress bar will update)
Verify provisional summaries and case/loose classifications

Step 3: EIQ Data Processing

Click "To EIQ Data Processing Screen"
Verify ranking ratios (ensure total equals 100%)
Click "EIQ Data Processing"
Wait for execution to finish
Click "Start EIQ Data Display" to check results

5-2. Re-processing Procedure

Re-processing Notes

Take a backup of the DB if necessary
Check "Allow Delete All Tables"
Click "Data Processing 1 Batch Processing"
Existing data will be cleared and regenerated

5-3. Data Review Only

Click "Verify Processed Data" or "Start EIQ Data Display"
Select the desired table to view
Inspect records in the grid

6Data Processing 1 Batch Details

6-1. Process Flow

Order	Process Content	Output Table
1	Import ShippingData.xlsx	T000_Shipping Data
2	Create T100_Data	T100_Data
3	Create Category Conversion Table	T110_Category Conversion
4	Conversion calculation for cases, loose items, volume, weight	T110_Category Conversion (Updated)
5	Determine unit category (Case / Loose / Mixed)	T110_Category Conversion (Updated)
6	Daily summary, Customer summary	T120_Daily Summary, etc.
7	Create and show provisional summary	Provisional Summary Table
8	Classify and display Case / Loose shipments	T130_Case Shipment Category, etc.

6-2. Unit Classification Criteria

Case Unit Shipment: Loose Count is 0 AND Case Count ≥ 1
Loose Unit Shipment: Case Count is 0 AND Loose Count ≥ 1
Mixed (Case & Loose): Case Count ≥ 1 AND Loose Count ≥ 1

6-3. Estimated Processing Time

Time varies depending on total record count:
• 10,000 records: Approx. 30 sec - 1 min
• 100,000 records: Approx. 5 - 10 mins
• 1,000,000 records: Approx. 30 mins - 1 hour

7EIQ Data Processing Details

7-1. Process Flow

Order	Process Content	Output Table
1	Check total rank percentages (Must equal 100%)	-
2	Save configuration into My_DATA1	My_DATA1
3	Create customer rank summary	T150_Customer Rank Summary
4	Create item rank summary	T160_Item Rank Summary
5	Create EIQ rank table	T180_EIQ Rank
6	Create T200 (Final dataset)	T200
7	Create distribution center sizing calculation data	T200 (Updated)
8	Reflect rank keys in Settings.xlsx	-

7-2. Ranking Mechanism

Ranks customers and items based on cumulative percentages of specified metrics (such as case count or line count).

Rank A1: Cumulative 0 - 50%
Rank A2: Cumulative 50 - 70%
Rank B: Cumulative 70 - 85%
Rank C: Cumulative 85 - 95%
Rank D: Cumulative 95 - 100%

7-3. Purpose of T200

T200 is utilized for the following core calculations:

EIQ Analysis (Shipping data profiling)
Logistics / Distribution Center size calculation
Shipment trend analysis by rank

8Tab Descriptions

8-1. Shipping Data Import & Category Tab

Used to import and convert raw shipping data.
Allows toggling table deletion permissions.
Displays progress status for Data Processing 1.
Displays summary results for case/loose shipments.

8-2. EIQ Data Processing Tab

Allows setting cumulative rank percentages.
Selects rank keys for customers and items.
Displays EIQ calculation progress status.
Shows output ranking results.

8-3. Verify Processed Data Tab

Inspects records inside T000, T110, T180, and T200.
Switch views using table selectors.

8-4. Instructions Tab

Provides user guide and terminology reference.

9Data Verification Methods

9-1. On-Screen Verification

Click "Verify Processed Data" or "Start EIQ Data Display"
Select the target table
Review data in the grid
Scroll to inspect all columns and rows

9-2. Direct Access DB Inspection

Open TeraCalc.accdb using Microsoft Access
Open the desired table from the navigation pane
Inspect data
Warning: Do not execute software operations while the file is open in Access

9-3. Checkpoints

Does total record count match expected volume?
Are case counts and loose counts calculated accurately?
Is the shipment unit category correct?
Are ranks assigned properly without gaps?
Are there missing values or unexpected outliers?

10Recommended Settings

10-1. Recommended Values

Setting Item	Recommended Value
Case Shipment Rank Key	Case Count
Loose Shipment Rank Key	Order Lines
Rank A1 Ratio	50%
Rank A2 Ratio	20%
Rank B Ratio	15%
Rank C Ratio	10%
Rank D Ratio	5%

Total ratio must equal exactly 100%.

10-2. How to Modify Settings

Navigate to the EIQ Data Processing tab
Enter desired values into input fields
Verify sum of rank ratios equals 100%
Click "EIQ Data Processing"

10-3. Resetting to Recommended Defaults

Click "Reset Tera Recommended"
Values will automatically reset to default settings

11Important Notes & Best Practices

11-1. Critical Notes

Enabling "Allow Delete All Tables" will permanently clear existing Access tables.
Do NOT open TeraCalc.accdb in Access while calculations are running.
Do NOT click other buttons during active processing.
EIQ processing cannot run if rank ratio sum is not 100%.

11-2. Best Practices

Always take a backup copy before re-processing data.
Pre-validate column structures in ShippingData.xlsx.
Always inspect data tables after batch completion.
Log any custom changes made to rank keys or ratio parameters.

11-3. Data Quality Checks

Ensure there are no missing values in critical fields.
Check for negative quantities in case or loose fields.
Confirm date formats are valid.
Ensure customer codes and item codes are accurate.

12Troubleshooting

12-1. Common Errors & Solutions

Error / Symptom	Cause	Solution
"Check existence of TeraCalc.accdb"	DB file missing	Verify TeraCalc.accdb is in the folder. Create new if missing.
"Required tables missing"	Previous step incomplete	Execute "Data Processing 1 Batch Processing".
"Check/Fix Rank Ratios"	Rank ratio sum ≠ 100%	Adjust A1 to D ratios so they total 100%.
Processed data cannot display	Tables not generated	Check if T000, T110, T180, T200 exist. Re-run batch if missing.
Process freezes halfway	Large dataset or file locked	Check error popup. Ensure Access file is closed.
"File Not Found"	Missing Excel input files	Verify ShippingData.xlsx and Settings.xlsx exist in folder.

12-2. Data Discrepancy Steps

Verification Sequence:

Inspect contents of ShippingData.xlsx
Check if T000_Shipping Data imported properly
Verify calculated metrics in T110_Category Conversion
Verify unit category assignment rules
Correct source Excel file and re-run processing if necessary

12-3. Performance Improvement

Processing time naturally increases with higher data volume.
Close unused software to free system RAM.
Compact and repair the Access database file if file size grows excessively.

13Frequently Asked Questions (FAQ)

Q1. Will existing data be lost when re-processing?

Yes. When "Allow Delete All Tables" is checked, existing processed tables will be dropped and recreated. Please take a backup beforehand.

Q2. How can I adjust rank ratio percentages?

Go to the EIQ Data Processing tab and modify the percentage inputs for A1 through D. Ensure the total sum equals 100%, then click "EIQ Data Processing".

Q3. Which rank keys should I choose for case vs. loose shipments?

Recommended default settings are Case Shipment = "Case Count" and Loose Shipment = "Order Lines". Depending on analysis goals, Volume, Weight, or Loose Units can also be chosen.

Q4. What is the T200 table used for?

T200 is the primary dataset combining original shipments, converted units, and calculated ranks used for EIQ analysis and DC sizing calculations.

Q5. What should I do if execution freezes?

Please check:
• Is TeraCalc.accdb opened in MS Access?
• Is ShippingData.xlsx opened in MS Excel?
• Is there sufficient disk space available?
• Are there hidden error dialogs?

Q6. What if I want to change the input Excel columns?

Modifying header column names or layouts requires updates to internal query scripts. Please consult your system administrator.

Q7. Can I open MS Access directly to review data?

Reviewing data directly in Access is fine, but NEVER keep Access open while executing processing runs in this software.

Q8. How do I make a backup of the system file?

Copy TeraCalc.accdb to a safe backup folder and append the date to the filename (e.g., TeraCalc_20240115.accdb).

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