247174
247147-NW-7CHEWZ Booking EDI to inc Weight and Special Instructions
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FUNCTIONAL OVERVIEW
Client Requirement
Add weight and special instructions to Booking Import function and Bookings Code.
Weight is currently held against a booking but cannot be imported. Weight should be added to both the import function and interface format. If a booking is split across multiple orders then the weight should be apportioned according to DU split. Special instructions should be added to the booking record and also the import and interface formats. The special instructions should be applied to all orders created from the booking record and subsequent orders treated in the same way – i.e. references highlighted to indicate special instructions exist
Solution
Weight The weight field is already available on the bookings form but when bookings / edi messages loaded, the weight field is set to zero. The import and EDI functions will be enhanced to accommodate weight (and suggest volume) values. Weight (and volume) will be set against the booking record. As TIs are generated, should multiple orders be created, the total weight will be distributed according to the split of DUs.
Special Instructions The booking database table (product summary) will be extended to accommodate a varchar(4000) field to store the special instructions. The product summary form will be enhanced to allow special instructions to be keyed, amended and viewed. The form dimensions will remain unchanged and scroll bars will enable navigation through larger text entries. The import and EDI load functions will be changed to accommodate a special instruction field. As TIs are generated, any special instructions on the booking will be copied to the special instructions field on the orders.
Functional areas of change are;
- Booking EDI flow to include weight (and Volume?) and special instructions extra columns, validation and interface errors tab –values to default if not provided from master data.
- Booking form to allow weight (and Volume?) and special instructions insert, amend and display and associated searches and lookups to be modified to include these fields
- TI generation process to use weight (and Volume?) and special instructions values from booking.
- Booking Import function to be extended to capture weight (and Volume?) and special instructions from csv file.
Volume Volume will be available to be loaded through EDI or through the CSV import as an optional field. If a value is passed into MTS, this value will be set in bookings and used in the TI generation (apportioned where necessary by DUs). MTS has an algorithm to derive a default volume automatically. This needs to be reviewed and remain an available function where volume is not specifically set in the bookings interfaces.
Scope
This change will be applied to system version 10.6.
Data
On the Imports_Maint form in order for the new Weight (and Volume?) and Special Instructions fields to be included as a Field Type on a new format or existing format for Imp Type of ‘BOOKINGS’ then they need adding to IMP_FIELD. They will then be able to be added to the format in the required position.
FUNCTIONAL DESCRIPTION
In the READ_BOOKING_DETAIL procedure :-
The Weight (and Volume?) and Special Instructions will now be read from the detail section of the bookings EDI between <BOOKSTART> and <BOOKEND> as additional columns (11 and 12).
Currently in format :- From Location, To Location, Quantity, Delivery Date, Product Type, DU Type , Booking Reference, Trans Shipment Flag, Customer and Cost Centre
These new fields will be stored on INT_BOOKING_DETAIL in the new columns.
These new fields will need to be passed through the BKG.APPLY_PROD_SUM, BKG.CREATE_PRODUCT_SUMMARY and BKG.CREATE_BOOKING procedures in order for the insert into SCH_BOOKING. These are already overloaded functions so we just need to overload them again for the extra 2 parameters.
Example of current DSG Booking :-
<RECHEADSTART>DSGLV,DXN_BOOKINGS,1<RECHEADEND> <BOOKSTART>07099,02404,1.103,12-12-2099,RDCAA,,02404123456,N<BOOKEND> <EOF>
Changes to INT_ERROR Form
We will need to check weight (and Volume?) and special instructions fields on the INT_BOOKING_DETAIL to ensure that the user doing the query has access to these interface errors.
The new fields Weight (and Volume?) and special instructions will need to be displayed in the detail section of the screen for the DSG Bookings Tab:-
Bookings Form
Bookings Form New / Edit
Currently the ‘New’ button brings up the following canvas which will need the Special Instructions field to be added. The weight (and Volume?) field already exists.
Currently the Edit button brings up the following canvas and this will need the new field special Instructions adding with appropriate validation.
Generate TI’s
The ‘Create TI’s’ button on the Bookings form calls the procedure GEN_TI.CREATE_BOOKING_TI’s which will need changing to use the Weight (and Volume?) and special instructions fields from the SCH_BOOKING table when creating new records on the SCH_ORD table.
In the situation where multiple TIs (orders) are generated from a booking, the weight (and volume?) will be apportioned in line with the DU apportionment (which is current functionality). Any special instructions from bookings will be carried forward to associated orders when generating TIs.
Where the generate TIs function currently generates multiple orders to satisfy X-dock routes, each of the orders will be created with weight (and volume?) and special instructions.
Changes to IMPORT Functionality
The standing data to support the new fields will need adding to allow the new fields Weight (and Volume?) and special instructions to be selected for inclusion on a Bookings format (see Data section above for details).
The IMP.PROCESS_BOOKINGS procedure will need changing to extract these fields from the csv if defined on appropriate format and provided in the file.
The process will then use these fields to pass through to the already changed procedure BKG.APPLY_PROD_SUM (see changes to BKG package in section above) for the creation of the booking.
A sample format for Bookings is :-
The new fields Weight (and Volume?) and Special instructions will now be able to be entered as a Field Types against formats which have an Imp Type of ‘Booking’.
References
Not Available
Document History
| Initial version | ||||
| Review and Issue Version | ||||
| X-dock note 3.2.2, volume note 1.2 |
Authorised By
| Dave Meir | Development Manager | |
| Suk Sandhu | TMSCC MTS Product Manager |
