PATCH WMS P046

CALIDUS WMS

Release Notes

CALIDUS WMS

18th Sep 2024 - 1.0
Reference: P046

SUMMARY INTRODUCTION

INTRODUCTION

The main aim of this document is to provide CALIDUS WMS users with the level of detail required to accurately test all software included in the patch. The document also contains set-up and configuration details to enable the user to configure the system correctly for the new functionality to work.

GLOSSARY OF TERMS

Term	Meaning
C-TMS	Transport Management System
C-WMS	Warehouse Management System
CR	Change Request
C-WCS	Warehouse Control System
C-ePOD	Electronic Proof of Delivery
C-MCS	Mobile Control System
C-TTM	Track and Trace Management
EDI	Electronic Data Interchange
TID	Testing Issue Development, or Log

TESTING PROCESS

TIDs AND RESOLUTION

If there are any areas of the functionality that are not acceptable or do not meet the requirement specified in the Change Request then these should be expressed by raising a TID.

FINAL 'END TO END' TESTING

Prior to release to a production database, a full 'End to End' test is required on the test system by all sites using the database. Once this is signed off, a release date can be arranged.

AUTHORISATION

Authorisation from nominated release personnel only will be required when requesting a release to a production environment

DEVELOPMENT

Aptean Log Number: 03512940

Summary of Call	New Till Roll Printer type document templates
Detail of Fix	A new procedure is created to generate Labels in ZPL format.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03531090

Summary of Call	WREQ0105273: Select specific product class for Purchase orders
Detail of Fix	A 'Product Class' field has been added to the 'PO Suggestions Maintenance' screen (POS1011). This is an optional field that can be entered before using the 'Auto Generation' option to generate a purchase order. If the parameter is entered only stock codes with a matching product class will be selected. If the parameter is left blank it will be ignored and all stock codes will be selected. It will be disabled in query mode so is not issued when retrieving existing records. An LOV is available to lookup valid values.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02690201

Summary of Call	WREQ0093016: PO Order Confirmation Check
Detail of Fix	The question 'Are you sure the quantities you are ordering are correct?' is not displayed when clicking on the 'Complete Receipt' button. If the answer is "Yes" the receipt will be updated to completed or if the answer is "No" you can amend the quantity. The same questions will also be displayed if a quantity greater than 100 is entered. Clicking "Yes" will then allow the user to continue but if they click "No" the error "Value is too large. Please re-enter." will be displayed and a different quantity will need to be entered.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
POQV (Purchase Order Qty Validation) rule	Owner	Y	If set to "Y" for the owner the question 'Are you sure the quantities you are ordering are correct?' will be displayed when clicking the 'Complete Receipt' button. If set to any other value for the owner the question will not be displayed. The owner rule overrides the warehouse rule.
POQV (Purchase Order Qty Validation) rule	Warehouse	Y	The rule will only be checked at warehouse level if it has not been entered for the owner. If set to "Y" for the warehouse the question 'Are you sure the quantities you are ordering are correct?' will be displayed when clicking the 'Complete Receipt' button. If set to any other value or not set for the warehouse (or owner) the question will not be displayed. The owner level rule overrides the warehouse level rule.

Aptean Log Number: 03512934

Summary of Call	Updates to the new packing list
Detail of Fix	New logo is being inserted to the packing list. A new package is created to convert text to QR codes in order to display it in the layout. The following settings for the registry in the system are required: LogoFilePath: Set for the database and the images directory. LogoFile_WHR1900_GS2: gsk_logo_new.jpg The file 'gsk_logo_new.jpg' will need to be installed in the directory for the 'LogoFilePath' in the database.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03786567

Summary of Call	Change to Zebra format
Detail of Fix	Increased the font size for the product description lines.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03791529

Summary of Call	Updating ASN report screen
Detail of Fix	The Serial Number Report will include stock codes which have been received without their serial numbers.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03816497

Summary of Call	WREQ0112216: Further updates to Packing list
Detail of Fix	Updates to the packing list
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03828042

Summary of Call	WREQ0112745: ASN report: Serialised and non serialised stock
Detail of Fix	The Serial Numbers Report has been changed: The products that do not store serial numbers will be included in the report. The products that do store serial numbers will be included in the report when they do, and do not, have serial numbers stored on the pallet.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03825361

Summary of Call	Customer Despatch
Detail of Fix	Additional changes to the despatch note as requested.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03851392

Summary of Call	Pick labels to replicate the format of dispatch labels for ZPL Zebra printers
Detail of Fix	The font size of the Pick List labels for the Zebra printer has been enlarged.
Set-up and Configuration	No set-up/configuration required

SUPPORT INCIDENTS

Aptean Log Number: 00556490

Summary of Call	Goods receipt IAJD re-sequencing should be conditional
Detail of Fix	The goods receipt confirmation process will now check the new GRIR warehouse rule when confirming a GRN. It will only run the procedure to re-sequence the IAJD records written by the goods receipt process if the rule is set to "Y". Warehouse rule GRIR has been added to control the re-sequencing of IAJDs written by the goods receipt confirmation process. If the rule is set to "Y" the IAJDs will be re-sequenced so that the manual holds are after the system holds. If the rule is not set to "Y" the IAJDs will not be re-sequenced so the manual holds will be before the receipts and system holds.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
GRIR warehouse rule	WHSE	Y	IAJD records written by the Goods Receipt Confirmation process will be re-sequenced (by line number) to put the manual holds after the system hold and receipt, e.g. REC - HOLD (90) - HOLD (HS).
GRIR warehouse rule	WHSE	Other or not set	IAJD records will not be re-sequenced so manual holds will be before the REC and system HOLD.

Aptean Log Number: 03032244

Summary of Call	Issue with dynamic replenishment
Detail of Fix	When the SAPP rule is set to "Y", the order line type is "1" and the stock code has a defined pick location a replenishment move should not be generated by the WMS and the stock should be "soft" allocated, i.e. the allocated quantities should not be set by WMS but should be set by the WCS. However, if a full pallet is allocated from bulk that should be allocated directly from bulk by the WMS and a replenishment is not required.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02952437

Summary of Call	Pallet lost it's customer pallet ID
Detail of Fix	Create new database trigger, so if customer pallet id is lost, it is automatically re-populated, if the pallet record has a populated customer pallet id.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
ECPP	OWNR	Y	If Customer Pallet Id of Ware Despatch Details is blanked, reset it using pallet information.
Ensure Cust Pallet ID Populated	-	Not set or any other value	No change in functionality

Aptean Log Number: 03512460

Summary of Call	Order line at incorrect status
Detail of Fix	The status of the order lines will be updated to '6' when the stock is confirmed as picked using WCS. Specifically, when an allocated pallet is used in exchange for another pallet that has been allocated on another line of the order but that has not been picked.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03538101

Summary of Call	Dynamic Replen: Unable to pick order
Detail of Fix	The allocated quantity on the pallet record and the committed quantity on the stock warehouse record should now be updated for dummy pick tasks when the SAPP rule is set to "Y" for order line type "1". When lines are zero picked via RF they should be confirmed and the order status should be set to "6" for the order line.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03737228

Summary of Call	Allocation duplicate key error
Detail of Fix	Allocation would fail if there were multiple lines/pallets for the same for the same stock code on the order the pick line was not being updated. Pick records (WDD & WPH) should now be written correctly if the order contains multiple lines for the same stock code and/or multiple pallets are allocated for an order line.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03726893

Summary of Call	Issue with the reporting of pallet types
Detail of Fix	Pallet Type on the PALTRACK ORS report should be reported from the picking containers record (PC.PACKAGE_TYPE) if not null else WDD.PALLET_TYPE. Please note that a new ORS report will need to be created and saved to include the new code for the pallet type.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03707943

Summary of Call	Charges not generating
Detail of Fix	Additional logging to assist with investigation of issues. Logon ID has been added to the UPM_LOG table but this is not visible within the system. Additional log messages written when exceptions are encountered. Log message written to UPM_LOG if a charge is deleted in the 'Detail Handling Charges' screen (WHS0168). This can then be viewed via the 'View Log' button in the 'Charge Corrections' screen (WHS8158).
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03737436

Summary of Call	Replens not working with 2 pick faces
Detail of Fix	If a stock code has two assigned pick faces and a replen is requested via the 'Select Replen' process on the RDT the pallet in the other pick face should not be selected for the replen. If there are no bulk pallets available to select from there can be no replenishment.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03724829

Summary of Call	Manual pallet exchange
Detail of Fix	Modified the package to mitigate the sell_by_date issue and update the alloc_date_time to match the time stamp of manual exchange.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03737989

Summary of Call	Allocation issue
Detail of Fix	The allocation process and RDT pick confirmation process been amended to resolve a number of issues with pick records (WDD) not being written correctly and pallet records (WLE) not being updated correctly, including pallets being over allocated. Please note that if the SAPP rule is set to "Y", the order line type is "1" and the stock code has a defined pick face any bulk pallets with less than the full pallet quantity will be treated as dummy part picks. If there is a full pallet in the defined pick location with an earlier sell by date than those in bulk locations the pallet in the pick location will be soft allocated first but a dummy pick line will be created so that the RDT user can select the required pallet.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03780836

Summary of Call	ZPL report error
Detail of Fix	Modified the programs to fix the error.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03563619

Summary of Call	Pick Conf: Appending pallet causes incorrect figures
Detail of Fix	The allocated quantity for the pallet in the warehouse will be updated when a pallet is added or updated in the 'Pick List Confirmation' screen. The allocated quantity will be maintained when a locked record is detected for the product in the warehouse, or another error is detected. It will not be incremented should the user save the changes again. Note that the reporting of this error can continue to be controlled for the owner in the warehouse to account for warning about locked records, waiting for locks to be released, or failing at that time.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03525347

Summary of Call	Pallets committed but no linked order
Detail of Fix	Added debug messages to the Form to track the pallet movements.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03562966

Summary of Call	Issue with sending GRN's to the RDT
Detail of Fix	Container details entered in the 'Container Details' screen (WHS0160) displayed via the 'Details' button in the 'Goods Received Advice' screen (WHS0110) should always be updated on the header record when the GRN is saved. The GRN number needs to be populated before sending to the RDT therefore the error message "FWL-18857: Please Save Before Proceeding" will be displayed when the 'Send' button is clicked if the GRN needs to be saved before sending.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00611684

Summary of Call	Out of Stock Dummy Pick Tasks
Detail of Fix	Out of stock line (page 0) should be created if there is insufficient stock available in the warehouse fulfil the order. If there is no stock only a page 0 should be created. If one or more pallets are allocated from bulk the should be a page 1 (or higher) for the allocated stock. If stock is soft allocated from pick on a dummy part pick a page 998 should be created for the dummy part pick. There could be any combination of the above for an order line, so if stock is allocated from bulk and soft allocated from pick and there is still insufficient stock to fulfil the order there would be a page 0 for the out of stock quantity, page 1 for stock allocated from bulk and page 998 for stock soft allocated from pick (dummy part pick).
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00634330

Summary of Call	SFTP not running
Detail of Fix	Updated SFTP to use directory path or process code. Added auditing for visibility.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03820965

Summary of Call	Order entry issue
Detail of Fix	When the quantity was changed on the order line the credit limit check was subtracting the new discount from the balance but was not adding the old discount back on. This resulted in the calculated balance being too low and allowed the credit limit to be exceeded. The check now includes the old discount.
Set-up and Configuration	No set-up/configuration required

TID CHANGES

Aptean Log Number: 03054725

Summary of Call	Hold/out of date pallet used for a dynamic replenishment
Detail of Fix	Modified the package DP_RDT_LOCENQ to fix the issue with dynamic replenishment.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03392860

Summary of Call	Unable to add upper case extensions for dynamic file name construction
Detail of Fix	Allow entry of lower or upper case file extensions
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03810061

Summary of Call	Unable to cancel order
Detail of Fix	Allow orders to cancel from pick confirmation screen
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00631731

Summary of Call	Kit numbers are not populating in customer Despatch note
Detail of Fix	Modified the report to add in the kit numbers associated with the stock_codes.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00631060

Summary of Call	ASN Report
Detail of Fix	Modified the package to populate the expected_case if serial number count it '0'.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00632078

Summary of Call	Fix to customer Despatch note
Detail of Fix	Fixed the issue with the kit numbers for despatch note.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03827303

Summary of Call	Dynamic Replen: Allocation issue
Detail of Fix	Stock should not be over-allocated from pick face, i.e. the allocated quantity on the order line should not exceed the available quantity. If there is insufficient stock available an out-of-stock line should be created for remaining quantity after "soft" allocation from the pick face. When there are multiple order lines the variable which marks the line as a SAPP dummy pick is now reset to "N" at the start of processing for each line. This should prevent an issue where the variable was set to "Y" for one order line it was carried over to the next line which could cause code to be skipped leaving the line unallocated. To test this an order should have multiple lines, some for less than a full pallet and some for a number of full pallets. Full pallet picks should create page 1 and dummy part pallet pick should create page 998.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00636154

Summary of Call	GS2 Packing List duplicating Kit Numbers
Detail of Fix	The Kit Numbers will be listed for the order lines that contain the Lot ID.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00637540

Summary of Call	Despatch note issue
Detail of Fix	The Lot ID will display the Item ID when the length of the stock code contains 6 characters, otherwise the rotation number will continue to be displayed.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00638617

Summary of Call	Despatch Note
Detail of Fix	The GS2 despatch note will display the Lot ID and the Kit Numbers by Item ID for the old 6-digit stock codes, or by rotation number.
Set-up and Configuration	No set-up/configuration required

PRODUCT DEVELOPMENT

Aptean Log Number: 00553640

Summary of Call	Error in STKSTOC01B when amending prod sub group
Detail of Fix	Modified the form to mitigate the Truncation error
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00565036

Summary of Call	Screen XFM0030 - Filename Construction, buttons not working
Detail of Fix	The Move Up and Move Down button errors have been resolved
Set-up and Configuration	No set-up/configuration required

MODULES DELIVERED

Module Name	Version No	Description	Log Number
AT_UPM_LOG_03707943.sql	4.1	AT Script	03707943
DATA_DYNAMIC_MESSAGES_02690201.sql	4.1	Data Script	02690201
DATA_DYNAMIC_MESSAGES_03562966.sql	4.1	Data Script	03562966
DATA_FILE_KEY_TYPE_VALUES_03392860.sql	4.1	Data Script	03392860
DATA_ML_CAPTIONS_567756.sql	4.1	Data Script	03512940
DATA_ORS_MASTER_DATA_03726893.sql	4.1	Data Script	03726893
DATA_WAREHOUSE_RULES_02952437.sql	4.2	Data Script	02952437
DATA_WAREHOUSE_RULES_556490.sql	4.1	Data Script	00556490
DATA_WAREHOUSE_RULES_CONTROL_02690201.sql	4.1	Data Script	02690201
DATA_WAREHOUSE_RULES_CONTROL_02952437.sql	4.2	Data Script	02952437
DATA_WAREHOUSE_RULES_CONTROL_556940.sql	4.1	Data Script	00556490
DP_NOMS_DESPREC.sql	4.37	Despatch Receipt	03512940
DP_NOMS_DESPREC.sql	4.38	Despatch Receipt	03780836
DP_NOMS_DESPREC.sql	4.39	Despatch Receipt	03786567
DP_NOMS_PICKLIST.sql	4.22	NOMS Picklist	03512940
DP_NOMS_PICKLIST.sql	4.23	NOMS Picklist	03780836
DP_NOMS_PICKLIST.sql	4.24	NOMS Picklist	03851392
DP_PICK_CONF_1.sql	4.94	Pick Confirmation Database Package 1	03810061
DP_PICK_CONF_2.sql	4.40	Pick Confirmation Database Package 2	03724829
DP_POP.sql	4.53	Purchase Order Processing	03531090
DP_PROCESS_CONTROL_XFM.sql	4.43	Outbound process control	00634330
DP_QR_BARCODE.sql	1.1	QR Barcode Package	03512934
DP_RDT_LOCENQ.sql	4.34	RDT Location Enquiry	03054725
DP_RDT_LOCENQ.sql	4.35	RDT Location Enquiry	03737436
DP_RDT_PICK_CONF.sql	4.145	RDT Pick Confirmation	03512460
DP_RDT_PICK_CONF.sql	4.146	RDT Pick Confirmation	03538101
DP_RDT_PICK_CONF.sql	4.147	RDT Pick Confirmation	03737989
DP_UPM_WHS.sql	4.3	Universal pricing module	03707943
DP_UPM_WHS_CHARGE.sql	4.34	Invoice Charges Procedure	03707943
DP_WHS0150.sql	4.58	Goods Receipt Confirmation	00556490
DP_WHS0280.sql	4.3	Inbound Report	03791529
DP_WHS0280.sql	4.4	Inbound Report	03828042
DP_WHS0280.sql	4.5	Inbound Report	00631060
DP_WMS_ALLOC.sql	4.211	Allocation Procedure	03032244
DP_WMS_ALLOC.sql	4.212	Allocation Procedure	03737228
DP_WMS_ALLOC.sql	4.213	Allocation Procedure	03737989
DP_WMS_ALLOC.sql	4.214	Allocation Procedure	00611684
DP_WMS_ALLOC.sql	4.215	Allocation Procedure	03827303
POS1011.fmx	4.33	Purchase Order Suggestion Maintenance	03531090
POS1011.fmx	4.34	Purchase Order Suggestion Maintenance	02690201
SOS1112.fmx	4.11	Credit Card Details	03525347
SOS7000.fmx	4.79	Simple Order Entry	03820965
STKSTOC01B.fmx	4.107	Stock Maintenance	00553640
TRG_WARE_DESPATCH_DETAILS_BUR.sql	4.1	Trigger	02952437
WHR1900_GS2.rdf	4.6	GS2 format despatch note	03512934
WHR1900_GS2.rdf	4.9	GS2 format despatch note	03816497
WHR1900_GS2.rdf	4.10	GS2 format despatch note	03825361
WHR1900_GS2.rdf	4.13	GS2 format despatch note	00631731
WHR1900_GS2.rdf	4.14	GS2 format despatch note	00632078
WHR1900_GS2.rdf	4.15	GS2 format despatch note	00636154
WHR1900_GS2.rdf	4.16	GS2 format despatch note	00637540
WHR1900_GS2.rdf	4.17	GS2 format despatch note	00638617
WHS0110.fmx	4.98	Goods Receipt Pre-Advice	03562966
WHS0168.fmx	4.30	Alternate Handling Charges	03707943
WHS1710A.fmx	4.112	Pick List Confirmation	03563619
WHS8158.fmx	4.5	Charge Corrections	03707943
XFM0030.fmx	4.3	XF Monitor error screen	03392860
XFM0030.fmx	4.4	XF Monitor error screen	00565036

ADDITIONAL CHANGES

WCS

There is no WCS change required.

EPOD/T2A

There is no ePOD/T2A change required.

MCS

There is no MCS change required.

PORTAL/TTM

There is no Portal change required.

EDI

There is no EDI change required.