PATCH C-TMS P040

Release Notes

CALIDUS TMS

7th Oct 2021 - 1.0
Reference: P040

SUMMARY INTRODUCTION

INTRODUCTION

The main aim of this document is to provide CALIDUS TMS 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

Log Number: 01746708

Summary of Call	Carrier Rules when manually adding a second order to a trip
Detail of Fix	Carrier rules where not called by the function, amendment to include them.
Set-up and Configuration	No set-up/configuration required

Log Number: 01738129

Summary of Call	Cut Offs Extract
Detail of Fix	New extract to report on orders where the delivery date has been amended due to cut off times
Set-up and Configuration	No set-up/configuration required

Log Number: 01743547

Summary of Call	Portal Rebrand
Detail of Fix	A new logo called MNX_LOGO_WIDE will be available to configure for the labels and reports for system parameters LABAL_LOGO_FILE and LOGO_FILE. The Zebra printer labels will display the same MNX logo for the SCHEDULED and UNSCHEDULED formats for the orders.
Set-up and Configuration	No set-up/configuration required

Log Number: 00226252

Summary of Call	Portal Rebrand
Detail of Fix	The reports TRIP_SHEET_POD_POC and LFS_DESPATCH_NOTE will refer to the system parameters LOGO_PATH and LOGO_FILE to print the new MNX logos. The footer logo has been removed from the Proof of Collection/Delivery pages in the TRIP_SHEET_POD_POC report. The text will be black in the Proof of Collection/Delivery pages in the TRIP_SHEET_POD_POC report.
Set-up and Configuration	No set-up/configuration required

Log Number: 01748137

Summary of Call	Changes to the Polarspeed label
Detail of Fix	Format changes configured by customer to display different information in external ref.
Set-up and Configuration	No set-up/configuration required

Log Number: 01777963

Summary of Call	Decode Amendment
Detail of Fix	Changes to control which orders are validated for master locations
Set-up and Configuration	No set-up/configuration required

Log Number: 01778186

Summary of Call	Microlise - Development
Detail of Fix	The system parameters 'MIC_REDUCED_EVENTS' and 'MIC_3PL_TRIP_HOURS' will be used to reduce the number of messages that are sent to Microlise. These events will be: Trip status changed to 'ACCEPTED' An order is added or removed from a trip The delivery windows change on an order The duration of the trips will be assessed for these reduced events when a number of hours is specified. The duration of the trip must then not exceed the specified number of hours to trigger the event. The number of hours for the trip will only apply to 'ACCEPTED' trip when reduced events are being assessed.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
MIC_REDUCED_EVENTS	SYSTEM	N	Microlise will continue to receive all triggered events.
MIC_REDUCED_EVENTS	SYSTEM	Y	Microlise will receive a reduced number of defined events.
MIC_3PL_TRIP_HOURS	SYSTEM	NULL	Microlise will continue to receive all triggered events.
MIC_3PL_TRIP_HOURS	SYSTEM	NUMBER	The number of elapsed hours that Microlise requires a trip not to exceed for the reduced number of events.

Log Number: 01727371

Summary of Call	Pass Actual Distance Through
Detail of Fix	The database scripts will be run during the release process. The 'Paragon Trip Detail' import can be configured to include a new field called 'ACTUAL_DISTANCE' to store the actual total distance for a radial trip. The 'Planning' screen displays the 'Actual Total Dist' as well as the 'Total Dist'. The new system parameter called 'MIC_ACTUAL_DISTANCE' can be set to 'Y' for the actual total distance from Paragon, provided that it is greater than zero, to be sent to Microlise as the 'TRIP_DISTANCE' in preference to the calculated total distance.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
MIC_ACTUAL_DISTANCE	SYSTEM	N	The calculated distance will continue to be sent to Microlise as the 'TRIP_DISTANCE'.
MIC_ACTUAL_DISTANCE	SYSTEM	Y	The actual distance from Paragon, provided that it is greater than zero, in preference to the calculated distance will be sent to Microlise as the 'TRIP_DISTANCE'.

Log Number: 01805293

Summary of Call	Case Addition of Country Code into Ouput xml from CTMS
Detail of Fix	The EFX messages for the trips and their orders can include the country code for the load and delivery drop locations of the orders. This change will apply to the EFX messages at the 'trip' and 'order' type levels of data but it will not apply to the 'cancel' and 'debrief' messages. The XML tag will be 'COUNTRYCODE' and it will be included after the 'NAME' and 'POSTCODE' tags in the 'LOCATION' sections. A new system parameter called 'EFX_XML_INC_COUNTRYCODE' can be set to 'Y' for the cost centre of the trip to include this new XML tag in the files for EFX.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
EFX_XML_INC_COUNTRYCODE	COST_CENTRE (NRCC)	N	The outbound EFX message will not include a value for the 'COUNTRYCODE' for the load and drop locations.
EFX_XML_INC_COUNTRYCODE	COST_CENTRE (NRCC)	Y	The outbound EFX message will include a value for the 'COUNTRYCODE' for the load and drop locations.

SUPPORT INCIDENTS

Log Number: 00218431

Summary of Call	Include reason type and cost centre in MCS for LATE receipts
Detail of Fix	The goods receipt process will assess the reason code provided for when it has an 'at fault' code of 'LATE' to update the received items as late items. The reason codes will be assessed at the 'ITEM_NON_CON' level with the system parameter 'ORD_REASON_CODE_FILTER' to identify the 'at fault' code. This system parameter can have values of 'COST_CENTRE', 'CUST_GROUP' or 'BOTH' with 'BOTH' being the default value. For example, the cost centre of the trip in receipt can be assessed. A reason code for the cost centre or a generic reason code of '+' can apply when the system parameter is 'COST_CENTRE' or 'BOTH'.
Set-up and Configuration	No set-up/configuration required

Log Number: 00226975

Summary of Call	Zebra label production is a problem for some printers
Detail of Fix	The SCHEDULED and UNSCHEDULED Zebra label formats have been changed to include a different method to display the MNX logo.
Set-up and Configuration	No set-up/configuration required

Log Number: 00230920

Summary of Call	C-TMS Orders Wide screen
Detail of Fix	The checkboxes are aligned sequentially and the fast_order_entry layout is being retained. The Deliver_Until field is also set to proper alignment. So that, it shouldn't move to Order Type for fast order entry. Fixed some issues in the ORDERS_WIDE form to make sure that, it is Consistent all over.
Set-up and Configuration	No set-up/configuration required

Log Number: 00236029

Summary of Call	Unable to upload POL_MONDAY_21 location zones
Detail of Fix	The customer of a location zone is optional. Validation will be performed only when a customer is provided for the location zone.
Set-up and Configuration	No set-up/configuration required

Log Number: 00235961

Summary of Call	Inbound NIG orders being rejected
Detail of Fix	The EDI parameters to validate and match master locations for the inbound orders will have a fixed default value of N. This will ensure that the locations will not need to be decoded for any NIG orders.
Set-up and Configuration	No set-up/configuration required

Log Number: 00235970

Summary of Call	Order delivery date recalculated
Detail of Fix	The customer cut-off times will be assessed only for order creation events in the XML order files. Order amendments, packing and despatching events will not recalculate the order time windows based on these cut-off times.
Set-up and Configuration	No set-up/configuration required

Log Number: 01798886

Summary of Call	INC40466720 - Rebooking option is not working
Detail of Fix	The unscheduling of an order from a trip stop has been changed to assess any trip items for the order on the stop when MCS is active and there are actual order items on a pallet rather than on shipping LPNs from an initial DSPD message. An order can then be rebooked without having to be depalletised first.
Set-up and Configuration	No set-up/configuration required

Log Number: 00237483

Summary of Call	UAT Separate configurable layouts for the main version of ORDERS_WIDE
Detail of Fix	Separated Configurable layouts between ORDERS and ORDERS_WIDE forms to make them independent. Enlarged Loaded and Unloaded fields in ORDERS form.
Set-up and Configuration	No set-up/configuration required

Log Number: 00246043

Summary of Call	Manually order time window derivation
Detail of Fix	The fast order time windows for the manually entered orders will use the same logic as the Portal and EDI orders when deriving the next depot in the assessment.
Set-up and Configuration	No set-up/configuration required

Log Number: 01807529

Summary of Call	Collection details missing the Order Items activity descriptions
Detail of Fix	The reason code will be stored for the item for orders that are collected or delivered. Ad hoc collections will also create a reason code for the item. The assessment will be for the item, pallet or transport unit. A reason code of SL will be used for ad hoc collections.
Set-up and Configuration	No set-up/configuration required

BUGS

Log Number: 01637325

Summary of Call	Locations Database - removal of commas
Detail of Fix	A new EDI parameter called 'DECODE_ADDRESS_CHARS' for XML orders can be created with a value 'Y' to replace values for the address information (name, lines 1-3, town and county) as specified in a new import decode called 'ADDRESS_CHARS'. A new import decode called 'ADDRESS_CHARS' can be created to replace specific characters in the location addresses that are received in the XML order files. The target value will replace the source value if it occurs in the address, e.g. a space to replace a comma. The target value can contain text to indicate that a space or a null value will be used: 'SPACE' for a space or 'NULL' for a null value.
Set-up and Configuration	No set-up/configuration required

Log Number: 01736613

Summary of Call	MCS, Scheduling Engine and Contacts
Detail of Fix	Fixes following UAT
Set-up and Configuration	No set-up/configuration required

Log Number: 01721147

Summary of Call	Planned ETA incorrect
Detail of Fix	The trip stops times will be set to the advised times for the route from Logix/PTV. The times could become unfixed if the SU stop calculated its initial time window based on the order and that time window was after the advised time window for stop 2. The times for stop 1 are now set to the advised time windows earlier in the process to prevent this recalculation of the subsequent trip stop times.
Set-up and Configuration	No set-up/configuration required

Log Number: 00224027

Summary of Call	Amendments to EDI1214
Detail of Fix	Amendments to the file format and the processing of files
Set-up and Configuration	No set-up/configuration required

Log Number: 00217837

Summary of Call	Microlise trigger for DELETED trips
Detail of Fix	The Microlise trigger for DELETED trips is not required when the trip was previously only PLANNED.
Set-up and Configuration	No set-up/configuration required

Log Number: 00224886

Summary of Call	Order error in ORDERS_WIDE with fast order entry function
Detail of Fix	The ORDERS_WIDE screen will have the Delivery Type field disabled for the fast order entry functionality.
Set-up and Configuration	No set-up/configuration required

Log Number: 01753120

Summary of Call	LOTS issues - CTMS & TTM
Detail of Fix	1. A new system parameter for cost centres exists called LOTS_DEL_CUST_SIGNATORY. Description: 'Controls if DEL messages for LOTS require an actual signatory - Y to hold messages' Used in the ORDER_HEADER_CONFIRM section in the LOTS files. And to only send a DEL message when an actual signatory is obtained from EPOD (except when the file is triggered at COMPLETED status). The signed by from the trip stop will not be included when an actual signatory is not received. DEL messages will remain on hold until an actual signatory is received or the trip is completed. The DEL control records will be updated as processed with the text 'Missing signatory, no DEL file created' for the filename. 2. The VLI/VUI messages will remain on hold until a scan for the vehicle is received. If a DEL message is sent for the order these VLI/VUI will then not be sent and their control records will be updated as processed with the text 'Scan not received, DEL message created' for the filename. 3. The TRP messages will check that a control record has not been created or a trip that has subsequently been DELETED without first sending a TRP message. The TRP control records will be updated as processed with the text 'Deleted Control Record' for the filename. 4. The DRIVER_NAME section does not include a space if a driver is not assigned. 5. The STOP_CONTACT_NAME section does not include a space if a contact is not assigned.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
LOTS_DEL_CUST_SIGNATORY	COST_CENTRE	Y	The DEL message will require an actual signatory for the delivery location of the order before it can be sent.
LOTS_DEL_CUST_SIGNATORY	COST_CENTRE	N	The DEL message will not require an actual signatory for the delivery location of the order before it can be sent.
LOTS_FTP_PUT_DIRECTORY	SYSTEM	POPULATED	The LOTS file will be placed temporarily in this directory with a suffix of 'TMP'.
LOTS_FTP_PUT_DIRECTORY	SYSTEM	NULL	The LOTS file will not be placed temporarily in this directory.
LOTS_FTP_DESTINATION_DIRECTORY	SYSTEM	POPULATED	The LOTS file will be placed in this directory with a suffix of 'XML'.
LOTS_FTP_DESTINATION_DIRECTORY	SYSTEM	NULL	The LOTS file will be placed in this directory.

Log Number: 01753917

Summary of Call	Locations > International Customer drop down
Detail of Fix	Applied the user parameters to the International customer drop-down list. The list will refer to cust_group and customer user parameters.
Set-up and Configuration	No set-up/configuration required

Log Number: 01743791

Summary of Call	XML Order Upload
Detail of Fix	The EDI parameter STORE_ITEM_DU_TYPE can be set to Y to ensure that the DU type of the stock item in the EDI order file is used for the order item when it is created. If this EDI parameter is not set to Y, the DU type of the stock items for the orders that are being created will not default to the DU type of the first line of a previously processed order that is being amended in the same polling session. Other EDI parameters are available to control which DU type is used for the order items when the EDI parameter STORE_ITEM_DU_TYPE is not set to Y. Operations that are provided with a DU type for a stock item should set the EDI parameter STORE_ITEM_DU_TYPE to Y to ensure that the DU type of the stock item in the EDI order file is used.
Set-up and Configuration	No set-up/configuration required

Log Number: 01784859

Summary of Call	Interface change
Detail of Fix	Ensure COL & DEL addresses are treated the same
Set-up and Configuration	No set-up/configuration required

Log Number: 01784924

Summary of Call	Order details Screens not accessible when searching via order search
Detail of Fix	Transport_Unit_ID and Transport_Unit_Type are now visible in Orders screen (Configure Layout). Resolved the minimum width error.
Set-up and Configuration	No set-up/configuration required

Log Number: 00233712

Summary of Call	EDI Orders
Detail of Fix	New locations for EDI orders will have the advised delivery address.
Set-up and Configuration	No set-up/configuration required

Log Number: 01742219

Summary of Call	EDI Order Upload
Detail of Fix	An EDI order that failed to upload and be created due to data that failed validation can be corrected and reprocessed in the 'Interface Errors - Error Correction' screen. The order will be created with the advised lines, and any items with their contents. Each order that is processed will refer to the parameters that are set for its original EDI process.
Set-up and Configuration	No set-up/configuration required

Log Number: 01794295

Summary of Call	Scheduling engine errors
Detail of Fix	The network scheduling engine will update orders that fail to fully schedule as auto-processed to prevent their being resubmitted for scheduling at a later date. Any orders that encounter a locked record will be available for resubmitting once they have been rolled back and unscheduled.
Set-up and Configuration	No set-up/configuration required

Log Number: 01778011

Summary of Call	Orders are having multiple lines with the same DU type
Detail of Fix	The messages to Microlise will not send any duplicate detail-level order lines to avoid generating an error in Microlise when the message is processed. Duplicate detail-level order lines will be assessed for: - Product Type - DU Type - Quantity - Packed Quantity - Packed RPE - Despatched Quantity - Delivered Quantity - RPE - Despatched RPE - Weight - Actual Weight - Volume - Actual Volume - SAP Order Line Number Only the last instance of these duplicated order lines will be sent to Microlise.
Set-up and Configuration	No set-up/configuration required

Log Number: 01801142

Summary of Call	Order Windows
Detail of Fix	The time windows are calculated with reference to the cut-off times for the schedule rules and the standard routes. The local airport will be found for the current controlling depot during the assessment of the order's locations to assess standard routing. Auditing has been included for the assessment.
Set-up and Configuration	No set-up/configuration required

Log Number: 01793592

Summary of Call	INVITRMEL barcode scanning issues
Detail of Fix	The layouts of the customer labels have changed to accommodate longer item identifiers for the barcodes. Some customers can now have item identifiers up to 16 digits.
Set-up and Configuration	No set-up/configuration required

Log Number: 01810707

Summary of Call	Payments - VAT consolidation
Detail of Fix	The order costs will be updated for the payments when the order data is saved. The cost, revenue and any applicable VAT will be updated and displayed in the Orders and Orders Wide screens. The new system parameter ACC_INC_ALL_ORDER_COST_PAYMENTS can be configured by cost centre of the order to include all payments for the costs and not just internal payments when validating the order. When system parameter ACC_INC_ALL_ORDER_COST_PAYMENTS is Y all order cost payments will be included in the order cost and VAT calculations. When system parameter ACC_INC_ALL_ORDER_COST_PAYMENTS is N only internal order cost payments will be included in the order cost and VAT calculations.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
ACC_INC_ALL_ORDER_COST_PAYMENTS	COST_CENTRE	Y	Includes all payments for the order costs when validating the order.
ACC_INC_ALL_ORDER_COST_PAYMENTS	COST_CENTRE	N	Includes all internal payments for the order costs when validating the order.

MODULES DELIVERED

Module Name	Version No	Description	Log Number
INT_XML_IN.sql	5.220	Order Import Package	01637325
CONTRACT.fmx	2.73	Contracts Form	01736613
DATA_ADM_SYSTEM_PARAM_01736613.sql	1.2	Data Script	01736613
DP_MCS_SCANNING.sql	5.68	MCS Scanning Package	01736613
DP_NOKIA_LOC_PLAT.sql	1.35	Nokia Location Platform Interface	01736613
DP_SCHEDULING_ENGINE.sql	5.173	Scheduling Package	01736613
DP_MCS_SCANNING.sql	5.69	MCS Scanning Package	00218431
DP_LOGIX.sql	1.11	Package for LOGIX Interfaces	01721147
DP_EDI1214.sql	5.5	DB Package	00224027
TRG_SCH_TRIP_XML_INT.sql	5.33	Trigger	00217837
DP_SCHEDULING_ENGINE.sql	5.174	Scheduling Package	01746708
OMS.sql	5.244	Order package	01738129
DP_CSV6.sql	1.42	CSV Extract package	01738129
CT_SCH_ORD_AFTER_CUT_OFF.sql	1.1	Data Script	01738129
DATA_REP_REPORT_01738129.sql	1.2	Data Script	01738129
DATA_REP_REPORT_PARAM_01738129.sql	1.1	Data Script	01738129
DATA_RES_LABEL_FORMATS_01743547.sql	1.1	Data Script	01743547
LFS_DESPATCH_NOTE.rep	1.2	Despatch Note	00226252
LFS_TRIP_SHEET_POD_POC.rep	1.7	Trip Sum POD/POC Report	00226252
DATA_RES_LABEL_FORMATS_00226975.sql	1.1	Data Script	00226975
DP_CARRIER.sql	1.94	Carrier Management	01748137
DATA_ADM_SYSTEM_PARAM_01748137.sql	1.2	Data Script	01748137
DATA_ADM_SYSTEM_PARAM_CONFIG_01748137.sql	1.1	Data Script	01748137
ORDERS_WIDE.fmx	1.36	Orders Screen	00224886
DATA_ADM_SYSTEM_PARAM_01753120.sql	1.1	Data Script	01753120
DATA_ADM_SYSTEM_PARAM_CONFIG_01753120.sql	1.1	Data Script	01753120
INT_XML_OUT2.sql	5.319	Outbound XML Package	01753120
LOCATION.fmx	2.195	Location Maintenance	01753917
INT_XML_IN.sql	5.221	Order Import Package	01743791
INT_XML_IN.sql	5.222	Order Import Package	01777963
ORDERS_WIDE.fmx	1.38	Orders Screen	00230920
INT_XML_IN.sql	5.223	Order Import Package	01784859
ORDERS.fmx	2.442	Order Screen	01784924
DATA_ADM_MSEL_FORM_PARAM_01784924.sql	1.2	Data Script	01784924
INT_XML_IN.sql	5.224	Order Import Package	00233712
DP_IMP_2.sql	1.79	Import Package	00236029
INT_XML_IN.sql	5.225	Order Import Package	01742219
INT_ERR_ORD.fmx	2.8	Interface error correction	01742219
INT_XML_IN.sql	5.226	Order Import Package	00235961
INT_XML_IN.sql	5.227	Order Import Package	00235970
CUST_COST.fmx	2.138	Customer Maintenance form	00235970
DATA_ADM_SYSTEM_PARAM_01778186.sql	1.1	Data Script	01778186
TRG_SHA_XML.sql	5.27	Trigger	01778186
TRG_STS_XML.sql	5.22	Trigger	01778186
TRG_SOL_XML.sql	5.46	Trigger	01778186
TRG_SCH_ORD_EARLY_DEL.sql	1.3	Trigger	01778186
TRG_SCH_TRIP_XML_INT.sql	5.34	Trigger	01778186
TRG_SOI_XML.sql	5.22	Trigger	01778186
DP_SCHEDULING_ENGINE.sql	5.175	Scheduling Package	01794295
DP_INT_XML_MIC2.sql	1.34	CTMS to MIC Interface	01778011
INT_XML_MIC.sql	5.154	MIC interface	01778011
OMS.sql	5.245	Order package	01801142
TRM.sql	5.203	Trip manipulation package	01798886
ORDERS.fmx	2.443	Order Screen	01798886
ORDERS_WIDE.fmx	1.39	Orders Screen	01798886
DATA_ADM_MSEL_FORM_PARAM_237483.sql	1.1	Data Script	00237483
ORDERS_WIDE.fmx	1.40	Orders Screen	00237483
ORDERS.fmx	2.444	Order Screen	00237483
AT_PAR_TRIP_DTL_01727371.sql	1.1	Data Script	01727371
DATA_ADM_SYSTEM_PARAM_01727371.sql	1.1	Data Script	01727371
DATA_IMP_FIELD_01727371.sql	1.1	Data Script	01727371
IMP.sql	5.204	CSV Imports Package	01727371
INT_XML_MIC.sql	5.155	MIC interface	01727371
PAR.sql	5.113	Paragon Interface	01727371
PLANNING.fmx	1.119	Planning Screen	01727371
DATA_ADM_SYSTEM_PARAM_01805293.sql	1.1	Data Script	01805293
DATA_ADM_SYSTEM_PARAM_CONFIG_01805293.sql	1.1	Data Script	01805293
INT_XML_EFX.sql	5.19	EFX XML Package	01805293
LFS_LABEL.rep	1.23	Label Report	01793592
LFS_LABEL_MULTI.rep	1.11	Label Report	01793592
DATA_RES_LABEL_FORMATS_01793592.sql	1.1	Data Script	01793592
OMS.sql	5.246	Order package	00246043
DP_EPOD_WEB_SERVICE.sql	1.134	EPOD Web Service	01807529
DATA_ADM_SYSTEM_PARAM_01810707.sql	1.1	Data Script	01810707
DATA_ADM_SYSTEM_PARAM_CONFIG_01810707.sql	1.1	Data Script	01810707
ACC.sql	5.83	Accounts package	01810707
OMS.sql	5.247	Order package	01810707
ORDERS.fmx	2.445	Order Screen	01810707
ORDERS_WIDE.fmx	1.41	Orders Screen	01810707

ADDITIONAL CHANGES

WCS

There are no WCS changes required.

EPOD/T2A

There are no ePOD/T2A changes required.

MCS

There are no MCS changes required.

PORTAL/TTM

There are no Portal changes required.

EDI

There are no EDI changes required.