PATCH WMS P040

Release Notes

CALIDUS WMS

7th July 2021 - 1.0
Reference: P040

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: 01639309

Summary of Call	Despatch by Carrier
Detail of Fix	Screen amended to add user configurable stacked canvas.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01636201

Summary of Call	Track arrival date and time for inbounds
Detail of Fix	Portal will provide WMS with an advised receipt date and time when the GRN is confirmed as received in Portal. The advised date and time must be a valid format. The advised date and time will be used to set the receipt date and time of the GRN when it is provided, otherwise the system date and time will be used.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01739347

Summary of Call	Serial Number
Detail of Fix	Added new Warehouse AND Owner VAPS (Validate Against Pre-Advised Serials) rule Rule logic checks owner level setup first, and if not setup, will looks at warehouse level setup If rule set to Yes, entered serials must have been pre-advised before GRN details are entered.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
VAPS (Validate Against Pre-Advised Serials)	Owner	Y or N	If 'Y'(Yes) only select values that have been pre-advised. If 'N'(No) no change in functionality
	Warehouse	Y or N	Only referenced if 'owner' level rule not set up. If used, as above, with 'Y'/'N' value If not setup, default is 'N' (No), with no change in functionality.

Aptean Log Number: 01754156

Summary of Call	Sales order validation screen
Detail of Fix	Inbound EDI sales orders files can contain serial numbers for the same stock code on different lines for different batch numbers. The ordered quantity will be validated that it matches the quantity of serial numbers that have been received for that line.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00230027

Summary of Call	Serial Number
Detail of Fix	Amend VAPS owner rule functionality. When VAPS rule set to Yes and EDI GRN pre-advice process run, if serials uploaded, they will get stamped with stock code, cust rotation no and cust pallet id values for the associated pallet. So when the user attempts to assign a serial number to pallet, user will only be able to assign serial to pre-advised pallet.
Set-up and Configuration	No set-up/configuration required

SUPPORT INCIDENTS

Aptean Log Number: 00213829

Summary of Call	Shipment Pallet - cannot delete a package or order
Detail of Fix	Packages can be added to shipment pallets and moved between shipment pallets. Packages can be removed from a shipment pallet by not entering a new shipment pallet when moving the package. The user will be informed that packages cannot be deleted from a shipment pallet when using the 'Remove' action.
Set-up and Configuration	No set-up/configuration required

BUGS

Aptean Log Number: 01594443

Summary of Call	DPD Integration
Detail of Fix	DPB format - Ensure minimum default weight calculated correctly. Change weight display to be 3dp rather than 2dp. No longer report order level Del Delivery value, only take value from owner level field. Hardcode Terms of Del flag for Channel Isle orders to DAP, regardless of customer.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01597529

Summary of Call	DPD Integration
Detail of Fix	Add new owner level rule DHPF (DHEG Packing Functionality) rule If set, the generated pack records will be left open and the order will not be marked as 'Pack Complete'. Otherwise standard logic will apply.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
DHPF	Owner	Y	Generated pack records are left open and order not marked as 'Pack Complete'
DHEG Packing Functionality	-	Not set or any other value	No change

Aptean Log Number: 01593039

Summary of Call	Unhandled exception during location upload
Detail of Fix	The configurable EDI process to upload locations into the warehouse will default the bonded flag to N should one not be provided. The location use type will be mandatory to ensure that the locations are identified correctly. Any validation messages or error messages will be available for the user to review.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01592509

Summary of Call	Runtime Error
Detail of Fix	Fixed POD packages to prevent null values in CY_JB_ID.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01600121

Summary of Call	Bay Diary Issue
Detail of Fix	Fixed Bay Diary when changing Direction and Booking Type.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01600511

Summary of Call	Despatch Note
Detail of Fix	Amendments to the queries have been made to separate the main query to use order number or route/load and to assess if ranges have been entered.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01612964

Summary of Call	Can not run ORS report if DELIVERY DESCRIPTION field is included
Detail of Fix	The columns 'Del Description' and 'Pack Complete' will be updated using a database script with the correct database names for the 'ORDER' report.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01626368

Summary of Call	Despatch note - WES format
Detail of Fix	The WES despatch note has been changed. The orders will be printed in order number sequence then by pick list number sequence. This sequence will be used when printing a range of order numbers or by route/load.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01594474

Summary of Call	Despatch error
Detail of Fix	Amendments to the WCS shipment pallet despatch process and the despatch confirmation process. Extra auditing of packing and shipment activity by users in C-WMS screens has been included to track when users delete records. The 'Despatch Confirmation' screen has been changed to prevent the user updating the despatch details or despatching stock that exists on a shipment pallet - the manual confirmation process and shipment pallet process will be kept separate to ensure that the users operate by a single method. The user will be warned that there is stock for an order on a shipment pallet when the query is run for the selection criteria. The user will be informed that there is stock for an order on a shipment pallet when the 'Details' screen is opened. The user will be able to 'Deassign' the palletised orders when prompted upon quering the 'Despatch Confirmation' screen, or via a new 'Deassign Order' button. This button will be available in the 'Options' when the user has used a route/load as part of the selection criteria. The user will then not be able to amend the despatch details until the order is depalletised. Unsuccessfully despatch details will be rolled back for the user to review the reason why. The despatched quantities will not be initialised in the 'Despatch Confirmation' screen or its 'Details' screen. However, the user can amend the despatched quantities in the 'Details' screen with a reason code but only when the order does not exist on a shipment pallet. The other despatched quantities will be set when the user confirms the despatch. The stock that exists on a shipment pallet must be despatched in the 'Shipment Pallet Maintenance' screen or using WCS.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01631775

Summary of Call	Despatch (PDP) Message
Detail of Fix	Fix error when order packed into more than 10 separate packs
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01629653

Summary of Call	Storage charges on owners CCH & FPL
Detail of Fix	The rent charges were being generated for 'old' transactions because the same pallet had been used to receive stock for different owners and stock codes. When the ownership of the stock on the pallet was changed the 'old' transactions are then assessed because they still exist for the new owner and stock code and the stock for the new pallet now requires rent to be charged. The change of ownership will now reset the date of receipt for the new stock to be when the change was made rather than when the original pallet was received. Then the 'old' transactions will be omitted from the current rent cycle.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01630419

Summary of Call	Goods Receipt Confirmation
Detail of Fix	The 'Expected Num Pallets' will not be recalculated based on the current received quantity. They can then be compared against the 'On Hand Pallets'. Once all stock has been received, the 'Confirm Receipt' button will be displayed. If not all stock is received, the 'Confirm' option in the tree can be used.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01636204

Summary of Call	WHS0552 - Stock take cycle template
Detail of Fix	The stock take template can be created without a partner code for the owner code. The lists of values for the owner code will use the name of the owner code itself.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00216435

Summary of Call	Allocation incorrectly assigning master seq value (from testing 01719785 )
Detail of Fix	Add new stock level trigger to populate serial numbering field to 2 (do not use serial numbers) if field is blank Add new script to populate stock codes whose serial numbering field is blank but exist against owners which are setup to use serial numbering
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00216586

Summary of Call	EDI - GRMK message not being generated after Receipt confirmation on the portal
Detail of Fix	Portal GRN putaway process now generates the GRMK confirmation message when owner set to run at either receipt and or put-away stages.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01630989

Summary of Call	Stock is held but does not appear on transactions reports
Detail of Fix	The stock movement screen WHS0700 has been changed to ensure that the entered audit number is only accepted for the type of movement for which it was created. For example, a specified pallet or stock movement then cannot be confirmed as a location movement. This will prevent the user unexpectedly moving all stock in a location as part of an intended pallet or stock movement.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01596068

Summary of Call	Kitting release issue
Detail of Fix	Re-work of Stock Kits Assembly confirmation process. Stop users from assigning kitting orders to pick waves and packs.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00209798

Summary of Call	Packing screen not refreshing - plus extra emails for shipment pallets
Detail of Fix	The dispatch confirmation process has been changed to inform and prevent the user dispatching orders that have been packed onto shipment pallets. Users will be informed that the order has stock on a shipment pallet and the user will have the option to deassign a palletised order from a route/load should the rest of the orders need to be dispatched manually. The dispatched quantities will not be defaulted to the picked quantities in the Despatch Confirmation screen to ensure that running totals can be maintained for the orders that have been packed onto shipment pallets. These quantities will be set for the manual dispatch confirmation when it is started. The user will still be able to amend the dispatched quantities in the screen prior to dispatch confirmation by entering a reason code for the quantity to be dispatched. An email can be sent for an error message during the dispatch confirmation process of the shipment pallets using RDT. A resolution email will also be sent should the problem be resolved, for example, a database lock has been released and the process could be resubmitted.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01640552

Summary of Call	SH1 CANC message not being delivered
Detail of Fix	The sales order will be updated with new values for its ordered quantities, weights and volumes when the sales order lines are entered, amended or cancelled. If the sales order is fully cancelled by cancelling all its order lines or by cancelling the order itself, a 'CANC' message will be generated for a 'GEN_CANC' outbound EDI process.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01729103

Summary of Call	Despatch note BR2
Detail of Fix	The BR2 despatch note will accommodate up to 25 characters for the Pallet ID from the Picking Container ID or the Customer Pallet ID.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01612851

Summary of Call	Line type 8 allocation issue
Detail of Fix	For line type 8 orders, when finding valid rotations, ignore pallets linked to outstanding moves, which when complete will remove the pallet
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00219596

Summary of Call	WMS Carrier code - 4 characters, should be restricted to 3
Detail of Fix	A new field called 'Carrier Code Length' can be set in the 'Company Maintenance' screen. This field can be used to set a maximum length for any new carrier codes that are created in the 'Carrier Maintenance' screen.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01638573

Summary of Call	EDI Issue
Detail of Fix	Amended package validation and data update. Issue is when many orders for many owners uploaded in single file.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01739343

Summary of Call	GRN Upload
Detail of Fix	The POD format of the pre-advised GRNs will validate that the customer pallets are not duplicated within the file for different products and for the same product.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01622531

Summary of Call	Movement by location
Detail of Fix	The catch weight is not mandatory for Pallet movements and Location-Pallet movements when not using a catch-weighted product. Pallet movements and Location-Pallet movements can be created and confirmed with catch-weighted products and non-catch-weighted products. The movements can only be processed for the correct type of movement as per a previous development. The movements can be confirmed as a whole or by line. An error with a ROWID is not displayed in the later versions than 4.60 of WHS0700.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00214541

Summary of Call	Incomplete location-pallet movements of consolidated pallets in manual Stock Movements.
Detail of Fix	The Stock Movement screen will move the bulk pallets and the consolidated pallets as part of stock, pallet and location movements. Location movements can also consolidate the pallets and retain existing pallets. Held stock will be moved to the new pallet in the new location.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01630333

Summary of Call	Stock Adjustment
Detail of Fix	Amend 'free' case and unit calculations to include committed values. As created by line type 4 and 5 order lines
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01743592

Summary of Call	SH1 kit item not fly kitted
Detail of Fix	Amend EDI fly kitting validation, so that negative stock warehouse values do not affect 'available' stock calculations.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 01595176

Summary of Call	Deals Issue
Detail of Fix	Both CVS and PDF version of the report are amended so that if an order is amended and or returned, it shows the correct values, regardless whether a discount has been applied to the order or not.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00215291

Summary of Call	Missing stock code on ASN from EDI upload
Detail of Fix	The format of the GRN pre-advice file supports groups of J021, J031 and J041 lines. Serial numbers will be extracted for the J041 lines and they will be made available to attach to the customer pallets on receipt.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00232005

Summary of Call	Final serial number not being returned
Detail of Fix	Ensures that the correct number of serial numbers are selected when the VAPS rule is active.
Set-up and Configuration	No set-up/configuration required

PRODUCT DEVELOPMENT

Aptean Log Number: 00205207

Summary of Call	Reporting of configurable EDI upload for LOCATION.
Detail of Fix	The XLS error report will include a column of data for the 'Order Reference'. This report may be generated via an EDI upload of data and emailed to a user, or produced in the 'XF Monitor' and 'File Upload' screens.
Set-up and Configuration	No set-up/configuration required

MODULES DELIVERED

Module Name	Version No	Description	Log Number
AT_COMPANY_00219596.sql	4.1	AT Script	00219596
AT_EDI_PRE_ADVICE_SERIALS_IN_00230027.sql	4.1	AT Script	00230027
AT_OWNER_MED_TRANSLATION_01739343.sql	4.1	AT Script	00230027
CASN5010.fmx	4.16	Company Maintenance	00219596
CSR0290.rdf	4.1	Stock Kit Report	01596068
CSS0290.fmx	4.8	Sales Kit Maintenance	01596068
DATA_CONF_EDI_IN_MSG_COLS_01593039.sql	4.1	Data Script	01593039
DATA_DYNAMIC_MESSAGES_00213829.sql	4.1	Data Script	00213829
DATA_DYNAMIC_MESSAGES_01594474.sql	4.1	Data Script	01594474
DATA_DYNAMIC_MESSAGES_01596068.sql	4.1	Data Script	01596068
DATA_DYNAMIC_MESSAGES_01630989.sql	4.1	Data Script	01630989
DATA_DYNAMIC_MESSAGES_01739347.sql	4.2	Data Script	00230027
DATA_I_ORS_MASTER_DATA_01612964.sql	4.1	Data Script	01612964
DATA_ORS_USER_DETAILS_00205207.sql	4.1	Data Script	00205207
DATA_STOCK_00216435.sql	4.1	Data Script	00216435
DATA_WAREHOUSE_RULES_01597529.sql	4.1	Data Script	01597529
DATA_WAREHOUSE_RULES_01739347.sql	4.1	Data Script	01739347
DATA_WAREHOUSE_RULES_CONTROL_01597529.sql	4.1	Data Script	01597529
DATA_WAREHOUSE_RULES_CONTROL_01739347.sql	4.1	Data Script	01739347
DP_CONF_EDI_IN_2.sql	4.37	Configurable EDI 2 Package	01593039
DP_DESPATCH.sql	4.103	Despatch Confirmation Package 1	01594474
DP_EDI_GENERAL.sql	4.18	EDI General Procedures	00205207
DP_EDIGEN_DHEG_UPD_VAL.sql	4.21	Inbound DHEG validation package	01597529
DP_EDIGEN_DHEG_UPD_VAL.sql	4.22	Inbound DHEG validation package	01638573
DP_EDIGEN_OUT_PACK_LABEL.sql	4.25	Packing Label	01594443
DP_EDIGEN_OUT_PDP_CONF.sql	4.156	Outbound EDI Generation	01631775
DP_EDIGEN_PRE_ADVICE_LOAD.sql	4.68	WMS Pre Advice EDI load	00215291
DP_EDIGEN_PRE_ADVICE_LOAD.sql	4.69	WMS Pre Advice EDI load	00230027
DP_EDIGEN_PRE_ADVICE_VAL.sql	4.89	EDI Pre-Advice Validation	01739343
DP_EDIGEN_PRE_ADVICE_VAL.sql	4.90	EDI Pre-Advice Validation	00230027
DP_EDIGEN_PROD_VAL.sql	4.51	Inbound EDI Stock Upload Validation	00216435
DP_EDIGEN_SALES_ORDER_LOAD.sql	4.258	Inbound EDI Sales Order Upload	01754156
DP_EDIGEN_SALES_ORDER_LOAD_2.sql	4.4	Inbound EDI Sales Order Upload	01743592
DP_EDIGEN_SALES_ORDER_VAL.sql	4.225	Order_Header update package	01743592
DP_NET_PORTAL.sql	4.61	Package for .net diary system	01592509
DP_NET_PORTAL.sql	4.62	Package for .net diary system	01600121
DP_PORTAL.sql	4.26	Portal Package	00216586
DP_PORTAL.sql	4.27	Portal Package	01636201
DP_RDT_DESP_PROCESS.sql	4.11	RDT Despatch	00209798
DP_SERIALS_2.sql	4.13	Medical/Serial Number entry/validation package	01739347
DP_SERIALS_2.sql	4.14	Medical/Serial Number entry/validation package	00230027
DP_SERIALS_2.sql	4.15	Medical/Serial Number entry/validation package	00232005
DP_SHIP_PALL_DESP_CONF.sql	4.21	RDT Shipment Pallet Processing	01594474
DP_SHIP_PALL_DESP_CONF.sql	4.22	RDT Shipment Pallet Processing	00209798
DP_SOR7055.sql	4.17	Amendment History Report (CSV format)	01595176
DP_SOS1428.sql	4.3	Stock Kits Assembly	01596068
DP_WMS_ALLOC.sql	4.190	Allocation Procedure	01612851
DP_YBW_IF.sql	4.42	Integration Package	01592509
LAS0312.fmx	4.162	Pick Wave Maintenance	01596068
PFS1510_GEN.fmx	4.27	Generic Inbound EDI pre-advice	00230027
PFS1520.fmx	4.18	Product Master Validation	00216435
SOR7055.rdf	4.24	Amendment Report	01595176
SOS1110.fmx	4.149	Sales Order Entry	01640552
SOS1117.fmx	4.90	Sales Order Detail Lines	01640552
SOS1427.fmx	4.13	Stock Kits Assembly Request	01596068
SOS1428.fmx	4.19	Stock Kits Assembly Request	01596068
SOS7100.fmx	4.5	Deals Maintenance Form	01595176
TRG_STOCK_BIR.sql	4.1	Trigger	00216435
WHR1900_BR2.rdf	1.10	BR2 Despatch Note	01729103
WHR1900_WES.rdf	4.21	Client specific despatch note	01600511
WHR1900_WES.rdf	4.22	Client specific despatch note	01626368
WHS0055.fmx	4.7	Carrier Code Maintenance	00219596
WHS0150.fmx	4.154	Goods Receipt Confirmation	01630419
WHS0150.fmx	4.155	Goods Receipt Confirmation	00230027
WHS0200.fmx	4.17	Pick by Line Ticket Print Kick Off	01739347
WHS0200.fmx	4.18	Pick by Line Ticket Print Kick Off	00230027
WHS0552.fmx	4.5	Stock Take Template Generation	01636204
WHS0633.fmx	4.16	GRN Reversals	01630333
WHS0700.fmx	4.66	Warehouse Movements	01630989
WHS0700.fmx	4.67	Warehouse Movements	01622531
WHS0700.fmx	4.70	Warehouse Movements	00214541
WHS1910.fmx	4.88	Despatch Confirmation	01594474
WHS1910.fmx	4.90	Despatch Confirmation	01596068
WHS1910.fmx	4.93	Despatch Confirmation	01639309
WHS1910A.fmx	4.12	Despatch Confirmation	01594474
WHS1942.fmx	4.11	Shipment Pallet Processing	01594474
WHS1942.fmx	4.12	Shipment Pallet Processing	00209798
WHS1942.fmx	4.13	Shipment Pallet Processing	00213829
WHS1945.fmx	4.141	Pack Header	01594474
WHS1945.fmx	4.142	Pack Header	01596068
WHS1946.fmx	4.51	Packing Detail	01594474
WHS1946.fmx	4.52	Packing Detail	01596068
WHS1946.fmx	4.53	Packing Detail	00209798
WHS1946A.fmx	4.14	Multi-Level Packing	01594474
WHS1946A.fmx	4.15	Multi-Level Packing	01596068
WHS2054.fmx	4.12	Change of Ownership of Stock	01629653
WHSORA031.fmx	4.39	File Upload form	01593039
WHSORA031.fmx	4.40	File Upload form	00205207

ADDITIONAL CHANGES

WCS

There are no WCS changes required.

EPOD/T2A

There are no ePOD/T2A changes required.

Bay Diary

A Bay Diary change is required for the following logs:

• Log 01600121 (Bay Diary v2.1.1.8)

PORTAL/TTM

A Portal change is required for the following logs:

• Log 01636201 (TTM v9.01.006)

EDI

There are no EDI changes required.