PATCH WMS 810 P019

OBS Logistics Ltd

Release Notes

CALIDUS WMS

9th August 2016 - 1.0
Reference: P019

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

CHANGE REQUESTS

CR REF: LS-A47HH5

Reporter

Lynda Spencer

OBS Log Number

331459

Summary of request

New stock report on discrepancies

Release notes

Create a new ORS report to report issues with inventory.

Set-up and configuration

No set-up/configuration required

CR REF: LS-A63F47

Reporter

Lynda Spencer

OBS Log Number

332670

Summary of request

Change to RIO 325312 - LS-9T8DT7

Release notes

A new rule type, PRTY, has been introduced for Product Type rules. These are maintained by setting the new 'Include Restrictions' flag to "Yes" in the 'Product Type Maintenance' form and clicking on the 'Product Type Rules' button.

A new DMPT product type rule has been added. It will not be able enter order detail lines for different product types if one of the product types has the DMPT rule set to "Y".

If an order is uploaded via the inbound EDI PIPP Orders upload this will issue an error is there are multiple product types and one or more has the DMPT rule set to "Y".

A change has also been made to the ORS Inventory report to include a pallet type field.

Set-up and configuration

No set-up/configuration required

CR REF: RM-A86DQS

Reporter

Ryan McLaren

OBS Log Number

334213

Summary of request

Change to kitting process

Release notes

When generating kit records, check auto quarantine flag of master stock record, which if set to Yes, will mean kit is automatically put on hold.

Set-up and configuration

No set-up/configuration required

CR REF: ST-A9LF8E

Reporter

Steve Talbot

OBS Log Number

335193

Summary of request

Re-platforming of customer website.

Release notes

Add new D004 and T008 format sales order uploads to upload gift flag, gift message and promotion description fields.

Change report to configure the report to display different data if gift flag is set to Y or N.

Add new barcode and fix text fields to the report.

Add new system registry record 'LogoFile_WHR1945' to allow the control of logo.

The format of the DatePicked and DateShipped on the specific DESP messages has been amended to include the time and time zone.

Please Note: As there were already 'Details' and 'Extra Details' tabs in the 'EDI Sales Order Processing' form, rather than adding a new tab just for the new 'Promotion Description' field it has been added to the existing 'Extra Details' tab.

A new 'Customer Specific' tab has been added to the 'EDI Sales Order Processing' form for the 'Gift Flag' and 'Gift Message' fields.

Set-up and configuration

No set-up/configuration required

CR REF: RNC Desp Note

Reporter

Howard Allen

OBS Log Number

333846

Summary of request

CR Add Stock Desc 2 to RNC Desp Note

Release notes

Amendment to B2B/RNC format despatch notes to include product description 3 and pack size on detail line.

Set-up and configuration

No set-up/configuration required

CR REF: Selby Pick

Reporter

Paul Reed

OBS Log Number

324524

Summary of request

Selby Picking Process

Release notes

Pick list popups changes to peopopulate marshalling location and RDT priority. Short pick email notification added. A new short pick e-mail notification message has been added which is sent from the RF Pick Confirmation process when an order line is short picked. This is set up in the 'Email Maintenance Screen' (WHS1350).

Set-up and configuration

Registry / Rules Settings

Path & Name: RFO1 owner/warehouse rule

Setting Value: X

Result: The rule now has a new option, "X". When set to "X" if the location to be picked from is not a pick location, the pick quantity is the full pallet quantity and is greater than or equal to the standard pallet quantity, then the Source Loc Use Type will be set to "X" for the WCS to identify it as a full pallet pick task to be treated as a part pallet pick task, otherwise it will be set to "2" as with the "Y" option.

Path & Name: RPSP owner rule

Setting Value: 0 - 9

Result: If the RPSP owner rule is set to a numeric value (0-9) it will be used to populate the RDT Priority, otherwise if the RPSP warehouse rule is set to a numeric value (0-9) that should be used. If neither is set to a numeric value (0-9) then the field will remain blank.

Path & Name: RFOI owner rule

Setting Value: Y

Result: The RFOI rule can now be set up a an owner rule as well as a warehouse rule, with the setting for the owner taking precedence.

CR REF: Outbound Desp Serial

Reporter

Howard Allen

OBS Log Number

334126

Summary of request

New outbound despatch serials

Release notes

New pre-despatch serials entry functionality.

Set-up and configuration

New Screens

Sugested Patch Menu:

Screen ID: WHS1800

Description: Pre Despatch Serial Entry

CR REF: JLO EDI change

Reporter

Howard Allen

OBS Log Number

336079

Summary of request

Populate shipment method

Release notes

Amend JLO format upload to use 'shipment method' to populate DESCRIPTION3 of ORDER DETAIL. Add field to ORDERS ORS report.

Set-up and configuration

No set-up/configuration required

CR REF: Last activity date

Reporter

Paul Reed

OBS Log Number

336462

Summary of request

Last activity date update to WLE

Release notes

Create new table WLE AUDIT

When a pallet is amended, picked etc which is indicated by the creation of an INVENTORY AUDIT JOURNAL DETAIL record, a new WLE AUDIT record will be created. But unlike the audit table, when the pallet is removed from the system, the pallets WLE Audit record will be deleted.

This table will allow the user to view the last date a pallet is 'touched' and the last audit type ie ADJ, PICK, SALE etc.

This will allow users when running Inventory / Pallet ORS report to select pallet ranges and see the last touch date of the pallet.

Set-up and configuration

No set-up/configuration required

CR REF: EDI Update - Vintner

Reporter

Phil Harding

OBS Log Number

336592

Summary of request

EDI Update - Vintner - comma / fixed

Release notes

Truncate all fields uploaded via comma separated file stock upload.

Set-up and configuration

No set-up/configuration required

CR REF: EDI upload

Reporter

Howard Allen

OBS Log Number

336716

Summary of request

New DUK format order upload

Release notes

Format DUK has been added to the EDI order upload process.

Set-up and configuration

No set-up/configuration required

SUPPORT INCIDENTS

Customer Ref: INC13341891

OBS Log Number

334604

Reporter

Katie Michniak

Summary of Call

Orders have issues deleting line item

Detail of Fix

Amendment made to calculation of customer balance when removing / amending lines.

Set-up and configuration

No set-up/configuration required

Customer Ref: Despatch note B2B

OBS Log Number

334918

Reporter

Howard Allen

Summary of Call

Not printing the owners logo

Detail of Fix

Add RNC logo to B2B format despatch note.

Set-up and configuration

No set-up/configuration required

Customer Ref: Despatch Note WES

OBS Log Number

335394

Reporter

Howard Allen

Summary of Call

Despatch note not showing full order number

Detail of Fix

Slight left-shifted re-alignment of Order number field to print without truncation.

Set-up and configuration

No set-up/configuration required

Customer Ref: Stock Copy

OBS Log Number

335426

Reporter

Paul Reed

Summary of Call

Hazards not creating

Detail of Fix

Stock_hazards data copied from source to new stock code in 'Copy Item' operation.

Set-up and configuration

No set-up/configuration required

Customer Ref: HO2 Despatch Note

OBS Log Number

335485

Reporter

Emilia Borecka

Summary of Call

Change return days on HO2 desp note

Detail of Fix

Returns policy of HO2 format despatch note now 20 days.

Set-up and configuration

No set-up/configuration required

Customer Ref: Change returns policy

OBS Log Number

335497

Reporter

Emilia Borecka

Summary of Call

Change returns on despatch note

Detail of Fix

Change returns policy on Hallets despatch note.

Set-up and configuration

No set-up/configuration required

Customer Ref: INC13469954

OBS Log Number

334856

Reporter

KRISTINA RAJKOVICAOV

Summary of Call

Description: NPC not showing on pick list

Detail of Fix

Amend the report so that the NPC (SKU) stock code is always displayed.

Set-up and configuration

No set-up/configuration required

Customer Ref: Stock Take

OBS Log Number

336373

Reporter

Jennie Baldwin

Summary of Call

Stock Take

Detail of Fix

Data sequencing made consistent between reports (x2) and ‘Count Input’ form. Each sequence option, Product and Location, extended to include Pallet ID as secondary sort level.

Set-up and configuration

No set-up/configuration required

Customer Ref: Haulier Code

OBS Log Number

336122

Reporter

Paul Reed

Summary of Call

Unable to remove items

Detail of Fix

Haulier code (ORDER_HEADER) will not be overwritten when an order fails to allocate fully, based upon owner-level pre-pass setting, or is de-assigned from a pick wave and the owner-level ROHH rule is set and = “Y”. Without the rule setting, the haulier will be overwritten if either condition is true.

Set-up and configuration

Registry/Rules Settings

Path & Name: Owner-level ROHH (Retain Order Header Haulier)

Setting Value: 'Y'

Result: Order Header Haulier, if not NULL, will not be overwritten when a sales order fails to allocate fully, dependent upon pre-pass setting, or is de-assigned from a pick wave.

Path & Name: Owner-level ROHH (Retain Order Header Haulier)

Setting Value: 'N' or not yet

Result: Order Header Haulier will be overwritten, set = NULL, when a sales order fails to allocate fully, dependent upon pre-pass setting, or is de-assigned from a pick wave.

Customer Ref: INC13032084

OBS Log Number

334127

Reporter

Lynda Spencer

Summary of Call

Pallet type details missing

Detail of Fix

Fix to location types maintenance WHS0070, to correct link between location type and child pallet/truck details.

Set-up and configuration

No set-up/configuration required

Customer Ref: Nominal Posting

OBS Log Number

334352

Reporter

Krzysztof Pruski

Summary of Call

Not able to insert value below £1

Detail of Fix

Remove minimum amount for nominal postings, so a value less than £1 can be entered.

Set-up and configuration

No set-up/configuration required

Customer Ref: INC14397409

OBS Log Number

336506

Reporter

Ryan Mclaren

Summary of Call

UNISON ORACLE- RM-9G9LE8 - Automatically

Detail of Fix

Pallets/stock held only if not already held.

Set-up and configuration

No set-up/configuration required

Customer Ref: INC14515430

OBS Log Number

336705

Reporter

Lynda Spencer

Summary of Call

Bulk to pick replenishment not working

Detail of Fix

Ensure all parameters entered on screen are used in the processing - this will allow the process to complete the replen instead of failing to find the pallets/locations.

Set-up and configuration

No set-up/configuration required

Customer Ref: INC14574341

OBS Log Number

336804

Reporter

Steve Gosling

Summary of Call

Error seen in PIPP alert log

Detail of Fix

Ensure errors are handled within application

Set-up and configuration

No set-up/configuration required

TID CHANGES

OBS Log Number: 335129

Cust Ref

PIPPLS072

Reporter

Lynda Spencer

Summary of Call

331932 PJ-A4RDLH Order Range PDF

Detail of Fix

Change reported quantity figures to show a count of pallets, rather than a unit quantity

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335139

Cust Ref

PIPPLS073

Reporter

Lynda Spencer

Summary of Call

331932 PJ-A4RDLH Order Range PDF

Detail of Fix

Do not multiple quantities by transit quantity.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335142

Cust Ref

PIPPLS074

Reporter

Lynda Spencer

Summary of Call

LS-A47HH5 New stock report on discrepancy

Detail of Fix

Added missing SELL BY DATE field from PIP DISC ORS report.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335167

Cust Ref

PIPPLS075

Reporter

Lynda Spencer

Summary of Call

LS-A47HH5 New stock report on discrepancy

Detail of Fix

Amend PIP DISC ORS report, so that data is sorted by company/owner rather than company/warehouse/owner.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335272

Cust Ref

PIPPLS076

Reporter

Lynda Spencer

Summary of Call

LS-A47HH5 New stock report on discrepancy

Detail of Fix

The link the 'REC' transaction has been made optional so that pallets without a 'REC' transaction will still be reported. However, this means that for these pallets the Receipt Date and Time and User ID will be blank. There will be no 'REC' transaction if, for example, the pallet was not received on a normal GRN (e.g. Stock Adjust Add Pallet), or if the customer rotation number has been changed.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335318

Cust Ref

PIPPLS079

Reporter

Lynda Spencer

Summary of Call

LS-A47HH5 New stock report on discrepancy

Detail of Fix

Pallets where the sell by date is less than the minimum intake life were only being selected if the sell by date was not the last day of the month. This has now been corrected so such pallets are included with discrepancy indicator I.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335338

Cust Ref

n/a

Reporter

Mark Hext

Summary of Call

Deal calculation on cancelled lines

Detail of Fix

Amend functionality so if a single line order, which is on a deal, has the order line cancelled, ensure the cancellation process removes from the order.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335889

Cust Ref

PIPPLS077

Reporter

Lynda Spencer

Summary of Call

LS-A47HH5 bug fix

Detail of Fix

This is an additional release after a further problem was raised against TID 335283, which had been closed after the first release. The discrepancies report includes four discrepancy indicators, all of which were ignoring stock with system or customer rotation set to “NO BATCH”. Indicators I and S (sell-by date less than intake life when received and sell-by date not last day of month) no include “NO BATCH” rotations but these are still excluded from indicators R and C (multiple sell-by dates for system or customer rotation).

Set-up and configuration

No set-up/configuration required

OBS Log Number: 336225

Cust Ref

Rework of 335318

Reporter

Lynda Spencer

Summary of Call

Bug fixes for TID PIPPLS079

Detail of Fix

Improve performance. For issue life, if issue life matches sell by date, mark as 'bad'.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 334415

Cust Ref

ST111

Reporter

Steve Talbott

Summary of Call

Debs testing issues

Detail of Fix

Create new DBP packing list based on WHR1900_DBP vrs 4.2. Ensure when packing list run, it prints automatically when setup to do so.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 334519

Cust Ref

PIPPLS069

Reporter

Lynda Spencer

Summary of Call

RIO PJ-A4NGS3 sell by date change

Detail of Fix

Amend screen so that sell by date and manufacture date are controlled by the WTNC (Warehouse Transfer No Changes) owner rule.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 334685

Cust Ref

PIPPLS070

Reporter

Lynda Spencer

Summary of Call

PJ-A4RDLH Order Range PDF issue

Detail of Fix

Amended route code LOV, so that it selects route codes linked to all orders, and not just orders at status 1.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 334687

Cust Ref

PIPPLS071

Reporter

Lynda Spencer

Summary of Call

LS-A47HH5 New stock report on discrepancy

Detail of Fix

Amending form so that ORS report PIP_DISC runs without generating oracle 6502 error.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 334806

Cust Ref

Change to RAB EDI

Reporter

Howard Allen

Summary of Call

Change to country code RAB sales order

Detail of Fix

Change RAB format EDI so country code field can handle both country code and name.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 334880

Cust Ref

PG Changes

Reporter

Dave Potter

Summary of Call

Various PG changes

Detail of Fix

Create new haulier maintenance, to allow maintenance of haulier data entered via Container Yard system. Amend PG2 format pick list, so that DESCRIPTION3 field is moved next to DESCRIPTION_2 field.

Set-up and configuration

New Screens

Suggested Menu Patch:

Screen ID: LAS1450.fmx

Description: Haulier Maintenance

OBS Log Number: 334937

Cust Ref

Issue with PJ-A4RDJ5

Reporter

Lynda Spencer

Summary of Call

Part of the requirement was misinterpreted

Detail of Fix

Add 'Number of packages' and 'Number of pallets' text fields.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 336607

Cust Ref

PIPPLS079

Reporter

Lynda Spencer

Summary of Call

LS-A47HH5 New stock report on discrepancy

Detail of Fix

Fix data error to ensure PIPP Discrepancy report. This issue was the previous script called the incorrect version of dp_ors_funcs_wms, so had in the incorrect number of parameters

Set-up and configuration

No set-up/configuration required

OBSL PRODUCT DEVELOPMENT

OBS Log Number: 334390

Reporter

Emily Collins

Summary of Call

Can update owner sub code to anything

Detail of Fix

Add validation to owner sub code field

Set-up and configuration

No set-up/configuration required

OBS Log Number: 334391

Reporter

Emily Collins

Summary of Call

Stock take creation

Detail of Fix

If pallet split over 2 location, only mark pallet in selected locations as under stock take

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335144

Reporter

Emily Collins

Summary of Call

Allow system generated order numbers

Detail of Fix

Amend the RAB format EDI flow.

Add new GSON (Generate System Order Number), which when set, will populate the order number with a system generated value, rather than using the received order reference.

If the rule is not set to Yes, there is no change in the functionality.

Set-up and configuration

Registry/ Rules Settings

Path & Name: Owner/GSON

Setting Value: Y

Result: Generate system order number, rather than using the recieved order reference

Path & Name: Generate System Order Number

Setting Value: Not set, or any other value

Result: No change in functionality

OBS Log Number: 336400

Reporter

Emily Collins

Summary of Call

Dynamic EDI upload

Detail of Fix

SUPPLIER_CREATION_DATE set = system date upon creation of new Suppliers record.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 334433

Reporter

Peter Blackburn

Summary of Call

Allocation Status report

Detail of Fix

Amend to Allocation pre-pass report to fix definition if logon id parameter passed to the report.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335980

Reporter

Simon Eland

Summary of Call

Date format in screen incorrect

Detail of Fix

‘Last Changed’ date format error, upon entry to form, corrected. Same updated in response to ‘availability’ change via field drop-down list or ‘Avail’ & ‘Hold’ buttons.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 336312

Reporter

Pete Clucas

Summary of Call

Kitting - UOM issues

Detail of Fix

Amend kitting by added KACU (Kitting Allow Cases/Units) rule to allow user to build kits using both cases/units, and for the kits themselves to be either case and or unit based stock.

Set-up and configuration

Registry/Rules Settings

Patch & Name: Owner/KACU (Kitting Allow Cases/Units)

Setting Value: Y

Result: Allow kits to be built from, and to create both cases and units

Patch & Name: Owner/KACU (Kitting Allow Cases/Units)

Setting Value: Any other value or not set

Result: No change

OBS Log Number: 335237

Reporter

Phil Harding

Summary of Call

Suspended Locations Extract

Detail of Fix

CALIDUS Reporting Suite: WMS Location extract, LOC_XTRACT.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 334138

Reporter

Phil Harding

Summary of Call

WHS0470 - Update

Detail of Fix

‘ABC Code’ field added to ‘Automatic Location Maintenance’ form. Passed to DP_WARE_LOC and written to WARE_LOCATION.STOCK_AUDIT. Validation included in DP_WARE_LOC to create location only if aisle code exists.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335369

Reporter

Emily Collins

Summary of Call

Allow CSV uploads to generate ord num

Detail of Fix

Conditional system generation of Order Number, based upon owner-level GSON rule, added to the following formats: RDB, RDC, RNB, RNC, ALE, HAL, JLO

Set-up and configuration

Registry/Rules Settings

Patch & Name: Owner-Level GSON

Setting Value: Y

Result: Generates system order number

OBS Log Number: 334380

Reporter

Mark Hext

Summary of Call

Despatch confirmation screen

Detail of Fix

Improve performance of finding data when selecting by order num or route/load.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335642

Reporter

Emily Collins

Summary of Call

Owner copy missing items

Detail of Fix

Additional items copied from existing to new owner record (stk_stockist)

Set-up and configuration

No set-up/configuration required

OBS Log Number: 335273

Reporter

Emily Collins

Summary of Call

Putaway resequence

Detail of Fix

Run resequence of putaway locations online and advise of success / failure.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 336857

Reporter

Dave Potter

Summary of Call

Fix bug with 336462

Detail of Fix

Ensure that all transaction types are handled correctly and create a WLE Audit record.

Set-up and configuration

No set-up/configuration required

OBS Log Number: 336646

Reporter

Phil Harding

Summary of Call

New label - WMS / WCS

Detail of Fix

A new PLBC pallet label format, ELL, has been created. To use the new format set ‘Pallet Label – PLBC’ to “ELL” on the ‘Format’ tab of the ‘Owner Maintenance’ screen.

Set-up and configuration

No set-up/configuration required

ADDITIONAL CHANGES

WCS

There are no WCS changes required.

EDI

There are no EDI changes required.