Locations - Revision history

Anw: Updated retain planning region

2025-12-02T15:44:58Z

Updated retain planning region

← Older revision		Revision as of 17:44, 2 December 2025
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	{{Note}} The system will always automatically default to the planning region associated with the postal region of the address~~. If you want to change the planning region of location, you can over-ride this by checking the "Retain Planning Region" checkbox and~~		{{Note}} The system will always automatically default to the planning region associated with the postal region of the address.
	change the planning region in the screen against the location (you can use a lookup for this). When you save (or use the '''Update''' button), the new region will be saved and the system will not automatically reset it.

			If you have changed your postal/planning region setup, you may need to update your locations that already exist.

			* Find the location in the ''Locations'' form.
			* Click '''Update''' - this should update your location from the planning/post region mapping.
			* Click '''Save''' to save the change.

			If you want to fix the location to a particular planning region outside of the mapping, that's possible too. It’s just a checkbox against the locations.

			* Find the location in the ''Locations'' form.
			* Change the ''Planning Reg'' value to what you want – you can use a lookup.
			* Click the ''Special'' tab.
			* Check the “''Retain Planning Region''” box.
			* Click '''Save'''.

Anw: Updated Special tab to show Flexipod configuration (and others)

2025-09-25T07:20:15Z

Updated Special tab to show Flexipod configuration (and others)

← Older revision		Revision as of 09:20, 25 September 2025
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	Additional data such as Alternative Collection/Delivery Location can be attached to a location or comments can be added.		Additional data such as Alternative Collection/Delivery Location can be attached to a location or comments can be added.

	[[Image:loc_7.png]]		[[Image:loc_7.png\|800x800px]]

	~~Location comments~~ are ~~for reference - these are used in some interfaces to electronic POD systems (such as Aptean Proof of Delivery (FleXipod) and are used as location instructions.~~		The following fields are available

	A default DU type can be added against the location which can be used to automatically assign to orders generated for collection from this location.		* ''Comments'' - Location comments are for reference - these are used in some interfaces to electronic POD systems (such as Aptean Proof of Delivery (FleXipod) and are used as location instructions.
			* ''Default SC Hanging''
			* ''Default SC Boxed''
			* ''Alternative Collection Loc''
			* ''Alternative Delivery Loc''
			* ''Alternative Code''
			* ''Default Du Type'' - A default DU type can be added against the location which can be used to automatically assign to orders generated for collection from this location.
			* ''Collecting Depot''
			* ''Default Despatch Lane''
			* ''Tracking System'' - a drop-down list of ''ISOTRAK, MICROLISE, TOMTOM''.
			* ''Parent Location''
			* ''Default Label Printer''
			* ''Hub Location''
			* ''RF Cross-dock'' (Checkbox) - this controls whether the location is used for item scanning through CALIDUS WCS.
			* ''Early Stop Window'' (Checkbox)
			* Fixed Lat Longs (Checkbox)
			* ''Email Trip Manifest'' (Checkbox)
			* ''Exclusive Drop'' (Checkbox)
			* ''Allow DG Pallets'' (Checkbox) - whether the location allows dangerous goods.
			* ''Create Empties'' (Checkbox)
			* ''WCS Item to Asset'' (Checkbox) - whether goods scanned at this depot through CALIDUS WCS may be added to assets.
			* ''Master Location'' (Checkbox)
			* ''MIX MOVE'' (Checkbox)
			* ''Retain Planning Region'' (Checkbox) - see notes below.
			* ''Flexipod'' (Checkbox) - controls whether this depot (RDC) location is using Aptean POD (APOD or FleXipod) for execution of trips, if configured at depot level.

	~~"RF Crossdock" controls whether the location is used for item scanning through Calidus WCS.~~

	{{Note}} The system will always automatically default to the planning region associated with the postal region of the address. If you want to change the planning region of location, you can over-ride this by checking the "Retain Planning Region" checkbox and		{{Note}} The system will always automatically default to the planning region associated with the postal region of the address. If you want to change the planning region of location, you can over-ride this by checking the "Retain Planning Region" checkbox and
	change the planning region in the screen against the location (you can use a lookup for this). When you save (or use the '''Update''' button), the new region will be saved and the system will not automatically reset it.		change the planning region in the screen against the location (you can use a lookup for this). When you save (or use the '''Update''' button), the new region will be saved and the system will not automatically reset it.

Anw: Updated to describe Retain Planning Region

2025-04-15T09:22:59Z

Updated to describe Retain Planning Region

← Older revision		Revision as of 11:22, 15 April 2025
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	"RF Crossdock" controls whether the location is used for item scanning through Calidus WCS.		"RF Crossdock" controls whether the location is used for item scanning through Calidus WCS.

			{{Note}} The system will always automatically default to the planning region associated with the postal region of the address. If you want to change the planning region of location, you can over-ride this by checking the "Retain Planning Region" checkbox and
			change the planning region in the screen against the location (you can use a lookup for this). When you save (or use the '''Update''' button), the new region will be saved and the system will not automatically reset it.

Anw: Patch 48 SCR-CTMS-03557646-21 Non-working Days

2025-04-14T09:06:49Z

Patch 48 SCR-CTMS-03557646-21 Non-working Days

← Older revision		Revision as of 11:06, 14 April 2025
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	{{Note}} This is specific to the Fixed Drop Scheduling Engine.		{{Note}} This is specific to the Fixed Drop Scheduling Engine.

	You can maintain the route and drop number for this location on this tab.		You can maintain the route and drop number for this location on this tab. This defines which fixed routes the location is on, and what drop number it should be on.
			You can also specify whether the route/drop identified here is for use on bank holidays only.


	== Location Windows ==		== Location Windows ==

Anw: Minor correction

2025-03-21T08:34:48Z

Minor correction

← Older revision		Revision as of 10:34, 21 March 2025
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	== Route Details ==		== Route Details ==
	{{Note}} This is specific to the ~~Paragon Route Master (Strategic) interface~~.		{{Note}} This is specific to the Fixed Drop Scheduling Engine.

	You can maintain the route and drop number for this location on this tab.		You can maintain the route and drop number for this location on this tab.

Anw: Minor change

2024-10-02T11:44:29Z

Minor change

← Older revision		Revision as of 13:44, 2 October 2024
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	UNL Location is related to emissions reporting. The code will be automatically created for you when the location is created, from the country code and the first 3 characters of the Town. This is used in the Carbon Emissions extract only.		UNL Location is related to emissions reporting. The code will be automatically created for you when the location is created, from the country code and the first 3 characters of the Town. This is used in the Carbon Emissions extract only.

			You can click the '''Show on Map''' button to open a new tab in your browser to show the position of the location on a map.

	Once you have entered the required information, click on the '''Save''' button to save the changes that you have made.		Once you have entered the required information, click on the '''Save''' button to save the changes that you have made.

			To delete the location, use the '''Delete''' button - you will be prompted for confirmation before it is deleted, and the system will not allow you to delete a location where that location has been used on orders.


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	[[Image:loc_7.png]]		[[Image:loc_7.png]]

			Location comments are for reference - these are used in some interfaces to electronic POD systems (such as Aptean Proof of Delivery (FleXipod) and are used as location instructions.

	A default DU type can be added against the location which can be used to automatically assign to orders generated for collection from this location.		A default DU type can be added against the location which can be used to automatically assign to orders generated for collection from this location.

			"RF Crossdock" controls whether the location is used for item scanning through Calidus WCS.


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	==Roles==		==Roles==
	A single location could behave as multiple location types, so that, for example, a [[Crossdock]] could also be a depot. This functionality is not currently used.		A single location could behave as multiple location types, so that, for example, a [[Crossdock]] could also be a depot. This functionality is not currently used by any automated part of the system and is for reference only.

	[[Image:loc_12.png]]		[[Image:loc_12.png]]
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	LOTS (Live Order Tracking System) or TTM (Track and Trace Module) can be used to track orders through a a portal.		LOTS (Live Order Tracking System) or TTM (Track and Trace Module) can be used to track orders through a a portal.

	This screen can be used to determine whether a customer is included or excluded from the sent to Calidus Portal TTM.		This screen can be used to determine whether a customer is included or excluded from the data sent to Calidus Portal TTM.

Anw: Added UNL code defintion

2024-10-02T08:03:05Z

Added UNL code defintion

← Older revision		Revision as of 10:03, 2 October 2024
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	The Ext Ref can contain up to 50 characters and must be unique to the location. If a duplicate value is entered an error will be raised and the changes will not be saved.		The Ext Ref can contain up to 50 characters and must be unique to the location. If a duplicate value is entered an error will be raised and the changes will not be saved.

			UNL Location is related to emissions reporting. The code will be automatically created for you when the location is created, from the country code and the first 3 characters of the Town. This is used in the Carbon Emissions extract only.

	Once you have entered the required information, click on the '''Save''' button to save the changes that you have made.		Once you have entered the required information, click on the '''Save''' button to save the changes that you have made.

Anw: Added fleet inspection information

2024-08-05T13:55:42Z

Added fleet inspection information

← Older revision		Revision as of 15:55, 5 August 2024
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	* ''Set Trip Status at Receipt'' - if checked, the system will attempt to automatically move the trip to COMPLETED status when it is completed in C-MCS.		* ''Set Trip Status at Receipt'' - if checked, the system will attempt to automatically move the trip to COMPLETED status when it is completed in C-MCS.
	* ''Set Trip Status at Despatch'' - if checked, the system will attempt to automatically move the trip onto the next applicable status when it is completed in C-MCS. For PLANNED or TENDERED trips, this will be ACCEPTED status. For ACCEPTED trips, this will be EN-ROUTE.		* ''Set Trip Status at Despatch'' - if checked, the system will attempt to automatically move the trip onto the next applicable status when it is completed in C-MCS. For PLANNED or TENDERED trips, this will be ACCEPTED status. For ACCEPTED trips, this will be EN-ROUTE.


			== Fleet Inspection ==
			{{Note}} This functionality affects only Vehicle Fleet Maintenance systems.

			A customer's location's fleet of vehicles has a checking period. This could differ per customer location i.e. a hub depot might check once a month, a radial depot might check once every three months.

			The period could differ for each location for the customer. So, a hub location (with a large number of vehicles that pass through and work regularly) might require checking more regularly than a small depot with minimal vehicles and lower runs.

			The period for checking may be rolling or fixed. I.e. check 90% of vehicles in any 3-month period from any date or check 90% of vehicles between a fixed date range.

			The Calidus systems will support a fixed period against the location only, consisting of:
			* A start date.
			* A period type, of the following values only:
			** Calendar month.
			** Days.
			* A period value, consisting of a numeric entry.

			[[Image:loc_fleet1.png\|800px]]

			For example, if the period value was 30 and the type was Days, if this was a fixed period that started 1st February (non-leap year), it would end 2nd March. The next period would begin 3rd March.

			If the period was 1 calendar month fixed, that starts 1st February (non-leap year), it would end 28th February. The next period would begin 1st March and end 31st March.

			The period start date and length will be determined when the inspection reports are run, determined by the date entered when the report is run.

Anw: Updated contacts

2024-08-05T13:50:02Z

Updated contacts

← Older revision		Revision as of 15:50, 5 August 2024
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	[[Image:loc_11.png]]		[[Image:loc_11.png]]

			Once contacts are in the system, users can use this screen to set a default value for Email Tracking, Email Service Report and Send Text.
			* Email Tracking – This contact’s email will be used when sending a tracking link for the Portal TTM system.
			* Email Service Report – This contact’s email will be used when sending the completed work report from the EPOD system.
			* Send Text – This contact’s phone number will be used when sending a text from the EPOD system.

			The Email Tracking, Email Service Report and Send Text check boxes will show how they are set up within CTMS.

			This information is assessed when sending data to EPOD and TTM on the created jobs.

Anw: Minor formatting change

2024-07-04T13:44:07Z

Minor formatting change

← Older revision		Revision as of 15:44, 4 July 2024
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	Location windows can be added or amended using the location windows tab.		Location windows can be added or amended using the location windows tab.

	[[Image: loc_window1.png]]		[[Image: loc_window1.png\|800px]]

	Windows can be Added by pressing the '''New''' button.		Windows can be Added by pressing the '''New''' button.

	[[Image: loc_window2.png]]		[[Image: loc_window2.png\|800px]]

	* Day must be be between 1 and 7.		* Day must be be between 1 and 7.
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	Windows can be edited by pressing the '''Edit''' button.		Windows can be edited by pressing the '''Edit''' button.

	[[Image: loc_window3.png]]		[[Image: loc_window3.png\|800px]]

	Edited records will be validated in the same way as new records.		Edited records will be validated in the same way as new records.
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	Windows can be removed by pressing the '''Delete''' button a confirmation message will be displayed to confirm the deletion.		Windows can be removed by pressing the '''Delete''' button a confirmation message will be displayed to confirm the deletion.

	[[Image: loc_window4.png]]		[[Image: loc_window4.png\|800px]]