Latest revision as of 16:55, 3 May 2012

PROLOG

Prolog EPOD Modifications

CALIDUS EPOD

3rd May 2012 - 1.2
Reference: FS 297001

Functional Overview

There will be 35 PDA users and 5 Admin users hosted by the Prolog system.

There are expected to be 35 loads per day.

There are expected to be approximately 10 jobs per load.

There are expected to be up to 52 containers/products per load.

There will be 3 job groups, allocated to each Depot.

Client Requirement

The client requires an implementation of the CALIDUS EPOD system, following the functionality as described below.

Solution Overview

Import Data

Import and Export of Jobs and Loads will be through the existing standard Web Services.

The Job Group field will identify the depot from which the Job originates.

An Owner field added to the Job import, to allow the client system to specify Prolog's Client (e.g. Britvic).

The Customer information (i.e. customer code, name address and contact details) will be sent as part of Job, so that this information can be placed on the resulting completion document (POD or POC).

Delivery jobs will be sent with one container record and multiple product records. The container record will be provided with a description of the required pallets and weight (for example, "2 Pallets / 174.0 Kg"). All products associated to the job will be added to this container, detailing the product code, description and quantity.

Collection jobs will have no product or container details, just job instructions detailing the products and quantities to be collected.

Collections and Deliveries will be identified by the Job Code - this will be the Order Reference.

Linked Collections and Deliveries (i.e. collecting from a supplier and delivering directly to a customer on the same trip) will be required. In this instance, the jobs will be linked by having the same Job Code on each job. The Job Code on both the Collection and Delivery will the the same.

The Load import includes the Driver assigned to the Load.

Note: Inter-warehouse Transfers are not expected to be included in the initial running of the system, as these are currently handled manually. In a future phase (i.e. after go-live of the initial phase), these may be added into the client host system for processing or, alternatively, they will be created manually within CALIDUS EPOD and attached to existing loads.

PDA Log-on

Each Driver will have a PDA with the CALIDUS EPOD system installed and configured on it. The user will log in with a User ID and password provided to them, and a Vehicle ID, chosen from a list.

Vehicle Checks

If the vehicle being used has not been checked recently, the unit will direct the user to complete the Vehicle Checks. The data entry and checks here are configurable within the Admin system. The checks required will be sent to OBS so that they can configure the checks required at this stage.

Metrics

Once a load has been downloaded, the unit will check whether the system requires Current Mileage entry against the load. If so, the unit will request the user to enter the mileage at this point.

Note: The user will also be prompted to enter the mileage once all jobs on the load are complete.

The user will then be shown a list all the jobs on the load that has been assigned to the user. The jobs are displayed in the order in which they should be completed. However, the jobs can be completed in any sequence by clicking the line of the job required to to be completed first and then clicking the OK button. The user will then be taken to the Job Details page, which displays the full details of the job being undertaken. The screen has several Tabs, each showing:

The Job Type (Collection, Delivery, Service)
The customer details (Customer Code, Name, Address and Postcode)
The contact information (Contact name and number)
The Instructions for the job

From these tabs, the user can:

Call the customer by clicking on the Call button.
Navigate to the customer's address by clicking on the Navigate button.

Again, here the user can choose which job to complete by using the supplied left and right buttons or start a job with the OK button, when either a Collection or Delivery process will begin.

Note: The job can be cancelled at this stage by clicking the Cancel button. The unit will take to the user to an Exception screen and prompt them to enter a reason code explaining why this job was cancelled. See the Exception process for more information.

Collection Process

For collections, the user will be shown instructions for the job, with a list of all required products and quantities to collect.

If the collection is successful with no changes, the user will click the OK button to confirm this and be taken to the Confirmation process.

If nothing can be collected, the user can press the Cancel button here and will be directed to the Exception process.

If there has been a problem with the collection, the user will click the Notes tab and enter details on the adjustment to the collection. Once complete, the user will then press the OK button and be taken to the Confirmation process.

Delivery Process

Deliveries (from Depots to Customers) will be configured to ensure that the PDA unit only requires the user to confirm containers rather than individual products, as follows:

The user will be shown a list of containers only. The description on here will display the number of pallets.

By long-clicking on the container, the user can view a list of all the products in this container.

If all has been delivered successfully, the user will click the Collected button and be taken to the Confirmation process.

If nothing can be delivered, the user can press the Cancel button here and will be directed to the Exception process.

If there has been a problem with the delivery, the user will click the Notes tab and enter details on the adjustment to the delivery. Once complete, the user will then press the OK button and be taken to the Confirmation process.

Deliveries (from a supplier to a customer direct) will not follow this process, as no container or product details will have been provided on the job. The Notes information from the collection will have been automatically updated onto the associated delivery, so the user will be able to see what was collected. The user will be able to confirm the delivery with the OK button, cancel the delivery through the Cancel button and amend the notes as above.

Exception Process

This screen will be displayed if the user is cancelling an entire job, as described in the previous sections.

When cancelling a Job, the user is asked to enter a reason for the cancellation or shortage. These reasons are configurable within the administrative system. These will be generic reasons agreed and mapped to the client host system.

If necessary, the user can capture an image to support this reason, by clicking the Image button. The user can then use the device's camera to capture an image. When complete, the user will exit and will be allowed to view the captured image and add a note to the image to explain.

Once the exception is complete, the user will be returned to the job list, to complete the next job.

Confirmation Process

The expected configuration for both Collections and Deliveries will be that the user will be prompted to sign for the job, then the customer will be asked to sign for this also.

The Name defaults to the customer contact name (if present on the job) and allows the user to change this.

Once completed, The user will be returned to the Job Menu to pick up the next task.

The completed job will be transferred back to the main CALIDUS EPOD system with all the details, signatures and photos.

Once all jobs are completed on that load, the user will be prompted to enter the mileage of the vehicle when they have returned to base. This and the starting mileage will be sent back to the main CALIDUS EPOD system.

Export Data

When data is sent back to the server for jobs completed or cancelled, the server will mark this data to be sent automatically on to the client host system. This will be through a regularly scheduled process (i.e. every few minutes). All jobs completed in this manner will be forwarded on to a configured Web Service within the client host system, in the standard CALIDUS EPOD format.

When metric data is sent back for the Load, this will be stored in the CALIDUS EPOD database. The server will mark this data to be sent automatically on to the client host system. This will be through a regularly scheduled process (i.e. every few minutes). All loads completed in this manner will be forwarded on to a configured Web Service within the client host system, in the new format created for this purpose.

Completion Documents (POD/POC)

This automated process will also create the Completion documents in PDF format and email them to a central email address, configured against the site in CALIDUS EPOD.

A document will be generated for every collection and delivery completed (i.e. not cancelled).

The format for both collections and deliveries will be the same and will match the current documentation.

The data held within the bar code is a unique reference to the consignment matching the data in the host system. This data will be displayed instead of the barcode. The 'Consignment Number' will be passed to ePOD as the EPL_CUST_REF.

Data Clear-down

A data clear-down script will be written and scheduled to run on the host server. This will check the job and image data files and clear down any records older than a specific date.

Note: If this is hosted at OBS, the responsibility of creating and running this script will be OBS'. If hosted by the client, this will be the responsibility of the client.

Admin Screens

The Admin Users will be provided log-ons - these will be manually created within the Admin system itself. Each log-on can be configured to see all Job Groups (Depots) or a selection of job groups only.

These users will be able to view (and create) loads and jobs within the system, as well as view the completion documents for completed jobs, or view images of exceptions on cancelled jobs.

No changes need to be made within the Administration screen in the CALIDUS EPOD system, as both the entered Notes and advised Owner can be seen when viewing the completion document within the Admin system.

Note: Inter-warehouse Transfers are not expected to be included in the initial running of the system, as these are currently handled manually. In a future phase (i.e. after go-live of the initial phase), these may be added into the client host system for processing or, alternatively, they will be created manually within CALIDUS EPOD and attached to existing loads.

Scope

The developments will take place against the latest version of the EPOD system (1.2.X)

The described process flow requires functionality currently being developed, as follows:

Auto-Email
PDF Completion Reports
Auto-Export
Site Email Address
Container-only Delivery
Change Job Identifier on PDA

Set-up

Pre-requisites

For automatic updates through email and automatic emailing of POD/POC documents, the EPOD server must be configured with access to the customer's Email server.

Menu Structure

Data

A Site will be generated. This will be agreed in advance, but is expected to be "PROLOG". This is generated and maintained through the Site Admin screen.

Automatic Email of POD to a Site email address will be enabled from this screen, by entering a Site email address.
PDF Production will be enabled from this screen.
Automatic Export of data will be configured through the Transfer Configuration assigned to the Site record. The Transfer Configuration ID can be maintained through the Transfer Configuration screens. Configuration of both the Load and Job exports will be required.

A Job Group will be set up for each Depot, through the Job Group Admin screen.

The format for both collections and deliveries will be set to "Prolog" against each Job Group, from the Job Groups screen.
The expected configuration for both Collections and Deliveries will be that the user will be prompted to sign for the job, then the customer will be asked to sign for this also. This will be through the configuration flags EPL_DEL_DRIVER_SIGN and EPL_COL_DRIVER_SIGN against the EPOD_JOB_GROUP records. These can be configured through the Job Group Config screen, accessible from the Job Groups screen.
The PDA will not prompt for confirmation of Products at delivery if it has them - this is controlled by setting the "Delivery without Products" flag against each Job Group, maintained in the Job Group screen.
The PDA will be configured to display the Job Code on the Job Detail screen as the Job Reference, rather than the Job ID. If the system is generating IDs for the received jobs, this should be done. This can be completed through the Job Groups admin screen.
Metrics entry of mileage information at the start and end of a Load will be enabled.
Entry of Notes information at the end of a Job will be enabled.

A Customer record will be set up for each of the Job Groups, with the same ID as the Job Groups. This address of these customer records will be used to identify the Depot Address on the documentation.

Reason Codes will be set up as agreed between the host system and CALIDUS EPOD. These are configurable within the administrative system. These will be generic reasons agreed and mapped to the client host system

Functional Description

The following areas will require modification:

Database fields
Import
- Job
- Load
Pass new configuration to PDA
Metric Entry
Load Update from PDA to Server
Add Notes tab to Collection and Delivery
Add Notes to Job Update
Add Notes to Job Export data
Add Load Auto-Export
POD/POC Formats
Data Cleardown

Database Fields

New fields will be added to the EPOD_JOB table:

EPL_USER_NOTES - a Max length text field
EPL_OWNER_NAME - a 30-character text field

New fields will be added to the EPOD_LOAD table

EPL_MILEAGE_START - an integer field
EPL_MILEAGE_END - an integer field
EPL_XFER_FLAG - a Y/N flag to control whether the load has been exported yet.

New Configuration fields will be added to EPOD_JOB_GROUP and EPOD_SITE:

EPL_METRIC_ENTRY - a Y/N flag to control entry of mileage information at the start and end of a Load.
EPL_NOTES - a Y/N flag to control entry of Notes information at the end of a Job.

A new field will be added to EPOD_XF_CONFIG:

EPL_XF_ID - a 20-character ID field.

The index will be modified to add this field.

Values in this field will be:

JOB - A configuration set for JOB updates
LOAD - A configuration set for LOAD updates

New Fields to both EPOD_CUSTOMER and EPOD_JOB_ADDRESS

EPL_ADDRESS_5

Import Data

Import and Export of Jobs and Loads will be through the existing standard Web Services.

Job

The Job Group field will identify the depot from which the Job originates.

An Owner field added to the Job import, to allow the client system to specify Prolog's Client (e.g. Britvic).

The Customer information (i.e. customer code, name address and contact details) will be sent as part of Job, so that this information can be placed on the resulting completion document (POD or POC).

Delivery jobs will be sent with one container record and multiple product records. The container record will be provided with a description of the required pallets and weight (for example, "2 Pallets / 174.0 Kg"). All products associated to the job will be added to this container, detailing the product code, description and quantity.

Collection jobs will have no product or container details, just job instructions detailing the products and quantities to be collected.

Linked Collections and Deliveries (i.e. collecting from a supplier and delivering directly to a customer on the same trip) will be required. In this instance, the jobs will be linked by having the same Job Code on each job.

 <EPOD_IMPORT EPL_SITE_ID="PROLOG" EPL_USER_ID="ADM" EPL_USER_PASSWORD="TEST">
      <EPOD_JOBS>
         <EPOD_JOB>
           <EPL_SITE_ID>PROLOG</EPL_SITE_ID>
           <EPL_LOAD_ID>PRO120503</EPL_LOAD_ID>
           <EPL_JOB_ID></EPL_JOB_ID>
           <EPL_JOB_CODE>PRO120503_1</EPL_JOB_CODE>
           <EPL_JOB_TYPE>C</EPL_JOB_TYPE>
           <EPL_JOB_GROUP>SHEFF</EPL_JOB_GROUP>
           <EPL_CUST_REF></EPL_CUST_REF>
           <EPL_JOB_INSTRUCTION>Free Text Instructions</EPL_JOB_INSTRUCTION>
           <EPL_OFFICE_INSTRUCTION>Free Text Instructions Admin Only</EPL_OFFICE_INSTRUCTION>
           <EPL_START_PLANNED_DATE>20120503</EPL_START_PLANNED_DATE>
           <EPL_START_PLANNED_TIME>00000000</EPL_START_PLANNED_TIME>
           <EPL_END_PLANNED_DATE>20120503</EPL_END_PLANNED_DATE>
           <EPL_END_PLANNED_TIME>00000000</EPL_END_PLANNED_TIME>
           <EPL_CUSTOMER_CODE>CUSTCODE1</EPL_CUSTOMER_CODE>
           <EPL_CUSTOMER_NAME>Dave Jones</EPL_CUSTOMER_NAME>
           <EPL_ADDRESS_1>16 Sutton Drive</EPL_ADDRESS_1>
           <EPL_ADDRESS_2>Bebington</EPL_ADDRESS_2>
           <EPL_ADDRESS_3>Wirral</EPL_ADDRESS_3>
           <EPL_ADDRESS_4>Merseyside</EPL_ADDRESS_4>
           <EPL_POSTCODE>CH62 9GR</EPL_POSTCODE>
           <EPL_CONTACT>Dave Jones</EPL_CONTACT>
           <EPL_TELEPHONE>08458795846</EPL_TELEPHONE>
           <EPL_EMAIL></EPL_EMAIL>
           <EPL_OWNER_NAME>Britvic</EPL_OWNER_NAME>
         </EPOD_JOB>
         <EPOD_JOB>
           <EPL_SITE_ID>PROLOG</EPL_SITE_ID>
           <EPL_LOAD_ID>PRO120503</EPL_LOAD_ID>
           <EPL_JOB_ID></EPL_JOB_ID>
           <EPL_JOB_CODE>PRO120503_1</EPL_JOB_CODE>
           <EPL_JOB_TYPE>D</EPL_JOB_TYPE>
           <EPL_JOB_GROUP>SHEFF</EPL_JOB_GROUP>
           <EPL_CUST_REF></EPL_CUST_REF>
           <EPL_JOB_INSTRUCTION>Free Text Instructions</EPL_JOB_INSTRUCTION>
           <EPL_OFFICE_INSTRUCTION>Free Text Instructions Admin Only</EPL_OFFICE_INSTRUCTION>
           <EPL_START_PLANNED_DATE>20120503</EPL_START_PLANNED_DATE>
           <EPL_START_PLANNED_TIME>00000000</EPL_START_PLANNED_TIME>
           <EPL_END_PLANNED_DATE>20120503</EPL_END_PLANNED_DATE>
           <EPL_END_PLANNED_TIME>00000000</EPL_END_PLANNED_TIME>
           <EPL_CUSTOMER_CODE>CUSTCODE2</EPL_CUSTOMER_CODE>
           <EPL_CUSTOMER_NAME>OBS Logistics</EPL_CUSTOMER_NAME>
           <EPL_ADDRESS_1>Southern Gateway</EPL_ADDRESS_1>
           <EPL_ADDRESS_2>Speke Boulevard</EPL_ADDRESS_2>
           <EPL_ADDRESS_3>Speke</EPL_ADDRESS_3>
           <EPL_ADDRESS_4>Liverpool</EPL_ADDRESS_4>
           <EPL_ADDRESS_5>Merseyside</EPL_ADDRESS_5>
           <EPL_POSTCODE>L24 9HZ</EPL_POSTCODE>
           <EPL_CONTACT>Tony Walker</EPL_CONTACT>
           <EPL_TELEPHONE>08458795846</EPL_TELEPHONE>
           <EPL_OWNER_NAME>Britvic</EPL_OWNER_NAME>
         </EPOD_JOB>
         <EPOD_JOB>
           <EPL_SITE_ID>PROLOG</EPL_SITE_ID>
           <EPL_LOAD_ID>PRO120503</EPL_LOAD_ID>
           <EPL_JOB_ID></EPL_JOB_ID>
           <EPL_JOB_CODE>PRO120503_2</EPL_JOB_CODE>
           <EPL_JOB_TYPE>D</EPL_JOB_TYPE>
           <EPL_JOB_GROUP>SHEFF</EPL_JOB_GROUP>
           <EPL_CUST_REF></EPL_CUST_REF>
           <EPL_JOB_INSTRUCTION>Free Text Instructions</EPL_JOB_INSTRUCTION>
           <EPL_OFFICE_INSTRUCTION>Free Text Instructions Admin Only</EPL_OFFICE_INSTRUCTION>
           <EPL_START_PLANNED_DATE>20120503</EPL_START_PLANNED_DATE>
           <EPL_START_PLANNED_TIME>00000000</EPL_START_PLANNED_TIME>
           <EPL_END_PLANNED_DATE>20120503</EPL_END_PLANNED_DATE>
           <EPL_END_PLANNED_TIME>00000000</EPL_END_PLANNED_TIME>
           <EPL_CUSTOMER_CODE>CUSTCODE1</EPL_CUSTOMER_CODE>
           <EPL_CUSTOMER_NAME>Dave Jones</EPL_CUSTOMER_NAME>
           <EPL_ADDRESS_1>16 Sutton Drive</EPL_ADDRESS_1>
           <EPL_ADDRESS_2>Bebington</EPL_ADDRESS_2>
           <EPL_ADDRESS_3>Wirral</EPL_ADDRESS_3>
           <EPL_ADDRESS_4>Merseyside</EPL_ADDRESS_4>
           <EPL_POSTCODE>CH62 9GR</EPL_POSTCODE>
           <EPL_CONTACT>Dave Jones</EPL_CONTACT>
           <EPL_TELEPHONE>08458795846</EPL_TELEPHONE>
           <EPL_EMAIL></EPL_EMAIL>
           <EPL_OWNER_NAME>Britvic</EPL_OWNER_NAME>
           <EPOD_CONTAINERS>
             <EPOD_CONTAINER>
               <EPL_SITE_ID>PROLOG</EPL_SITE_ID>
               <EPL_JOB_ID></EPL_JOB_ID>
               <EPL_CONTAINER_ID>PRO120503_2</EPL_CONTAINER_ID>
               <EPL_SEQUENCE>0001</EPL_SEQUENCE>
               <EPL_CONTAINER_PACKAGE_CODE></EPL_CONTAINER_PACKAGE_CODE>
               <EPL_CONTAINER_PACKAGE_DESC>2 Pallets / 174.0Kg</EPL_CONTAINER_PACKAGE_DESC>
               <EPOD_PRODUCTS>
                 <EPOD_PRODUCT>
                   <EPL_SITE_ID>PROLOG</EPL_SITE_ID>
                   <EPL_JOB_ID></EPL_JOB_ID>
                   <EPL_CONTAINER_ID>PRO120503_2</EPL_CONTAINER_ID>
                   <EPL_PRODUCT_CODE>TESTPROD1</EPL_PRODUCT_CODE>
                   <EPL_SEQUENCE>0001</EPL_SEQUENCE>
                   <EPL_DESCRIPTION>TEST ITEM</EPL_DESCRIPTION>
                   <EPL_PRODUCT_QTY_PLANNED>1</EPL_PRODUCT_QTY_PLANNED>
                 </EPOD_PRODUCT>
                 <EPOD_PRODUCT>
                   <EPL_SITE_ID>PROLOG</EPL_SITE_ID>
                   <EPL_JOB_ID></EPL_JOB_ID>
                   <EPL_CONTAINER_ID>PRO120503_2</EPL_CONTAINER_ID>
                   <EPL_PRODUCT_CODE>TESTPROD2</EPL_PRODUCT_CODE>
                   <EPL_SEQUENCE>0001</EPL_SEQUENCE>
                   <EPL_DESCRIPTION>TEST ITEM</EPL_DESCRIPTION>
                   <EPL_PRODUCT_QTY_PLANNED>1</EPL_PRODUCT_QTY_PLANNED>
                 </EPOD_PRODUCT>
               </EPOD_PRODUCTS>
             </EPOD_CONTAINER>
           </EPOD_CONTAINERS>
         </EPOD_JOB>
       </EPOD_JOBS>
 </EPOD_IMPORT>

Notes:

EPL_SITE_ID will be mapped to the single company site ID - this is suggested to be "PROLOG"
EPL_JOB_GROUP will be the originating Depot ID (e.g. "SHEFFIELD"). These will be pre-set and agreed in advance.
EPL_JOB_ID (10 characters) is a unique reference for the individual job (collection or delivery). For linked collections and deliveries, each job should have a unique EPL_JOB_ID, but the same EPL_JOB_CODE. If left blank, this will be generated by the system. This will be mapped to the unique value of the currently used barcode.
EPL_JOB_CODE (20 characters) will be any reference that ties linked jobs together, or a unique reference for the job.
An additional reference can be mapped to EPL_CUST_REF (30 characters).
The customer code, name, contact and address information will be mapped to the appropriate fields.
EPL_CONTAINER_ID (15 characters) will be the Order Reference.
EPL_CONTAINER_PACKAGE_DESC (40 characters) will contain the text showing the total pallets and weight.
The product code, description and quantity will be mapped to the appropriate product tags

Load

Loads can be imported separately or the jobs can be included within the EPOD_JOBS tag.

The Load import includes the Driver assigned to the Load.

<EPOD_IMPORT EPL_SITE_ID="PROLOG" EPL_USER_ID="ADM" EPL_USER_PASSWORD="TEST">
  <EPOD_LOADS>
    <EPOD_LOAD>
      <EPL_SITE_ID>PROLOG</EPL_SITE_ID>
      <EPL_LOAD_ID>PRO120503</EPL_LOAD_ID>
      <EPL_LOAD_START_PLANNED_DATE>20120503</EPL_LOAD_START_PLANNED_DATE>
      <EPL_LOAD_START_PLANNED_TIME>00000000</EPL_LOAD_START_PLANNED_TIME>
      <EPL_LOAD_END_PLANNED_DATE>20120503</EPL_LOAD_END_PLANNED_DATE>
      <EPL_LOAD_END_PLANNED_TIME>00000000</EPL_LOAD_END_PLANNED_TIME>
      <EPL_LOAD_DISTANCE_PLANNED>0</EPL_LOAD_DISTANCE_PLANNED>
      <EPL_USER_ID>PDA</EPL_USER_ID>
      <EPOD_JOBS>
      ...
      </EPOD_JOBS>
    </EPOD_LOAD>
    <EPOD_LOAD>
    ...
    </EPOD_LOAD>
  </EPOD_LOADS>
</EPOD_IMPORT>

Pass new Configuration to PDA

Each Driver will have a PDA with the CALIDUS EPOD system installed and configured on it. The user will log in with a User ID and password provided to them, and a Vehicle ID, chosen from a list.

The server responds with a Logon Response, passing all the configuration and standing data to the device. The configuration will be modified to include the new configuration elements against the Site and Job Group. The PDA will store this configuration.

Metric Entry

Once a load has been downloaded, the unit will check whether the system requires Current Mileage entry against the load. If so, the unit will request the user to enter the mileage at this point. This will be though a form to enter the mileage in numeric form.

This form will be shown once all jobs are complete against a Load, to enter the mileage at end of the full trip. This will default to the first mileage entered. A prompt at this atge will say "Load Completed. Return to Base, then enter Mileage".

Load Update from PDA to Server

Both of the entry items will be sent back to the Server on a new Load Update message, showing that the load is now complete.

The Server will action this message and store the mileage values on the message onto the new fields in the database against the load.

Note: The Actual Distance value against the load will be calculated and stored here as well, by taking the start mileage value from the end mileage. If the value results in a negative value, this will be saved as 0 miles, as the user has made an error inputting the mileage information.

If the Site has been configured for transmitting Load data back to the host system, the Load record's EPL_XFER_FLAG will be marked as "N", to indicate that the record has not yet been transmitted, otherwise this will be set to "".

Add Notes tab to Collection and Delivery

A new tab will be added to the Collection and Delivery process, if the system has been configured to do so through the new EPL_NOTES configuration element. The note field will allow free-text entry by the user.

The tab will be added as the last tab on each screen. The unit will function as follows:

Collection Process

For collections, the user will be shown instructions for the job, with a list of all required products and quantities to collect in the instructions field.

If the collection is successful with no changes, the user will click the OK button to confirm this and be taken to the Confirmation process.

If nothing can be collected, the user can press the Cancel button here and will be directed to the Exception process.

If there has been a problem with the collection, the user will click the Notes tab and enter details on the adjustment to the collection. Once complete, the user will then press the OK button and be taken to the Confirmation process.

Delivery Process

Deliveries (from Depots to Customers) will be configured to ensure that the PDA unit only requires the user to confirm containers rather than individual products (through the existing configuration flag EPL_CONTAINER_ONLY), as follows:

The user will be shown a list of containers only. The description on here will display the number of pallets.

By long-clicking on the container, the user can view a list of all the products in this container.

If all has been delivered successfully, the user will click the Collected button and be taken to the Confirmation process.

If nothing can be delivered, the user can press the Cancel button here and will be directed to the Exception process.

If there has been a problem with the delivery, the user will click the Notes tab and enter details on the adjustment to the delivery. Once complete, the user will then press the OK button and be taken to the Confirmation process.

Deliveries (from a supplier to a customer direct) will not follow this process, as no container or product details will have been provided on the job. The Notes information from the collection will have been automatically updated onto the associated delivery, so the user will be able to see what was collected. The user will be able to confirm the delivery with the OK button, cancel the delivery through the Cancel button and amend the notes as above.

Add Notes to Job Update

When a job is complete (confirmed or cancelled) the PDA sends the job update back to the server, which will complete the job as per normal processing.

The Job Update message must be modified to pass back the Notes data entered above.

Note: If the job being updated is a collection and there are any deliveries with the same Job Code, the PDA unit will update the linked job on the device with the notes from the collection.

Add Notes to Job Export data

When data is sent back to the server for jobs completed or cancelled, the server will mark this data to be sent automatically on to the client host system. This will be through a regularly scheduled process (i.e. every few minutes). All jobs completed in this manner will be forwarded on to a configured Web Service within the client host system, in the standard CALIDUS EPOD format.

The format will be changed to include the Notes field, as in the example below:

<?xml version="1.0"?>
<EPOD_EXPORT_JOB>
 <EPOD_JOBS>
  <EPOD_JOB>
    <EPL_SITE_ID>PROLOG</EPL_SITE_ID>
    <EPL_LOAD_ID>TIPIMPORT</EPL_LOAD_ID>
    <EPL_JOB_ID>JOB_001_C</EPL_JOB_ID>
    <EPL_JOB_CODE>00067523</EPL_JOB_CODE>
    <EPL_CUST_REF></EPL_CUST_REF>
    <EPL_SO_NUMBER>D</EPL_SO_NUMBER>
    <EPL_JOB_TYPE>D</EPL_JOB_TYPE>
    <EPL_JOB_GROUP>DEPOT1</EPL_JOB_GROUP>
    <EPL_OWNER_NAME>Britvic</EPL_OWNER_NAME>
    <EPL_JOB_INSTRUCTION>Free Text Instructions</EPL_JOB_INSTRUCTION>
    <EPL_OFFICE_INSTRUCTION/>
    <EPL_USER_NOTES>Any user-entered notes here</EPL_USER_NOTES>
    <EPL_CUST_SIGNATORY/>
    <EPL_JOB_SIGNATURE/>
    <EPL_REASON_CODE/>
    <EPL_STATUS>P</EPL_STATUS>
    <EPL_PHOTO_ID/>
    <EPL_PHOTO/>
    <EPL_ENG_SIGNATURE/>
    <EPL_SEQUENCE/>
    <EPL_ORDER_DATE/>
    <EPL_START_PLANNED_DATE>20111129</EPL_START_PLANNED_DATE>
    <EPL_START_PLANNED_TIME>0</EPL_START_PLANNED_TIME>
    <EPL_END_PLANNED_DATE>0</EPL_END_PLANNED_DATE>
    <EPL_END_PLANNED_TIME>0</EPL_END_PLANNED_TIME>
    <EPL_START_ACTUAL_DATE>0</EPL_START_ACTUAL_DATE>
    <EPL_START_ACTUAL_TIME>0</EPL_START_ACTUAL_TIME>
    <EPL_END_ACTUAL_DATE>0</EPL_END_ACTUAL_DATE>
    <EPL_END_ACTUAL_TIME>0</EPL_END_ACTUAL_TIME>
    <EPL_DISTANCE_PLANNED>0</EPL_DISTANCE_PLANNED>
    <EPL_DISTANCE_ACTUAL>0</EPL_DISTANCE_ACTUAL>
    <EPL_DRIVING_TIME>0</EPL_DRIVING_TIME>
    <EPL_INVOICED/>
    <EPL_SALES_CONTACT/>
    <EPL_CUSTOMER_CODE>CUSTCODE1</EPL_CUSTOMER_CODE>
    <EPL_CUSTOMER_NAME>Dave Jones</EPL_CUSTOMER_NAME>
    <EPL_ADDRESS_1>16 Sutton Drive</EPL_ADDRESS_1>
    <EPL_ADDRESS_2>Bebington</EPL_ADDRESS_2>
    <EPL_ADDRESS_3>Wirral</EPL_ADDRESS_3>
    <EPL_ADDRESS_4>Merseyside</EPL_ADDRESS_4>
    <EPL_ADDRESS_5/>
    <EPL_POSTCODE>CH62 9GR</EPL_POSTCODE>
    <EPL_CONTACT>Dave Jones</EPL_CONTACT>
    <EPL_TELEPHONE>08458795846</EPL_TELEPHONE>
    <EPL_EMAIL>[email protected]</EPL_EMAIL>
    <EPL_LAST_CHANGED_DATE>20120118</EPL_LAST_CHANGED_DATE>
    <EPL_LAST_CHANGED_TIME>11575901</EPL_LAST_CHANGED_TIME>
    <EPOD_CONTAINERS>
      <EPOD_CONTAINER>
        <EPL_SITE_ID>PROLOG</EPL_SITE_ID>
        <EPL_JOB_ID>JOB_001_C</EPL_JOB_ID> 
        <EPL_CONTAINER_ID>00067523</EPL_CONTAINER_ID>
        <EPL_SEQUENCE>0001</EPL_SEQUENCE>
        <EPL_CONTAINER_PACKAGE_CODE>XX00</EPL_CONTAINER_PACKAGE_CODE>
        <EPL_CONTAINER_PACKAGE_DESC>Test Container</EPL_CONTAINER_PACKAGE_DESC>
        <EPL_DESCRIPTION_LONG/>
        <EPL_COMMENT/>
        <EPL_GROSS_WEIGHT/>
        <EPL_REASON_CODE/> 
        <EPL_STATUS>P</EPL_STATUS>
        <EPL_PHOTO_ID/>
        <EPL_PHOTO/>
        <EPL_LAST_CHANGED_DATE>20120118</EPL_LAST_CHANGED_DATE> 
        <EPL_LAST_CHANGED_TIME>11575901</EPL_LAST_CHANGED_TIME>
        <EPOD_PRODUCTS>
          <EPOD_PRODUCT>
            <EPL_SITE_ID>PROLOG</EPL_SITE_ID>
            <EPL_JOB_ID>JOB_001_C</EPL_JOB_ID>
            <EPL_CONTAINER_ID>00067523</EPL_CONTAINER_ID>
            <EPL_PRODUCT_CODE>TESTPROD1</EPL_PRODUCT_CODE>
            <EPL_CUST_REF/>
            <EPL_ITEM_TYPE/>
            <EPL_UNIT_TYPE/>
            <EPL_PRODUCT_WEIGHT/>
            <EPL_SEQUENCE>0001</EPL_SEQUENCE>
            <EPL_DESCRIPTION>TEST ITEM</EPL_DESCRIPTION>
            <EPL_DESCRIPTION_LONG/>
            <EPL_PRODUCT_QTY_ORDERED/>
            <EPL_PRODUCT_QTY_PLANNED>1</EPL_PRODUCT_QTY_PLANNED>
            <EPL_PRODUCT_QTY_ACTUAL>0</EPL_PRODUCT_QTY_ACTUAL>
            <EPL_PRODUCT_QTY_CASE>0</EPL_PRODUCT_QTY_CASE>
            <EPL_REASON_CODE/>
            <EPL_STATUS>P</EPL_STATUS>
            <EPL_PHOTO_ID/>
            <EPL_PHOTO/>
            <EPL_LAST_CHANGED_DATE>20120118</EPL_LAST_CHANGED_DATE>
            <EPL_LAST_CHANGED_TIME>11575901</EPL_LAST_CHANGED_TIME>
          </EPOD_PRODUCT>
          <EPOD_PRODUCT>
            <EPL_SITE_ID>TEST</EPL_SITE_ID>
            <EPL_JOB_ID>JOB_001_C</EPL_JOB_ID>
            <EPL_CONTAINER_ID>00067523</EPL_CONTAINER_ID>
            <EPL_PRODUCT_CODE>TESTPROD2</EPL_PRODUCT_CODE>
            <EPL_CUST_REF/>
            <EPL_ITEM_TYPE/>
            <EPL_UNIT_TYPE/>
            <EPL_PRODUCT_WEIGHT/>
            <EPL_SEQUENCE>0001</EPL_SEQUENCE>
            <EPL_DESCRIPTION>TEST ITEM</EPL_DESCRIPTION>
            <EPL_DESCRIPTION_LONG/>
            <EPL_PRODUCT_QTY_ORDERED/>
            <EPL_PRODUCT_QTY_PLANNED>1</EPL_PRODUCT_QTY_PLANNED>
            <EPL_PRODUCT_QTY_ACTUAL>0</EPL_PRODUCT_QTY_ACTUAL>
            <EPL_PRODUCT_QTY_CASE>0</EPL_PRODUCT_QTY_CASE>
            <EPL_REASON_CODE/>
            <EPL_STATUS>P</EPL_STATUS>
            <EPL_PHOTO_ID/>
            <EPL_PHOTO/>
            <EPL_LAST_CHANGED_DATE>20120118</EPL_LAST_CHANGED_DATE>
            <EPL_LAST_CHANGED_TIME>11575901</EPL_LAST_CHANGED_TIME>
          </EPOD_PRODUCT>
        </EPOD_PRODUCTS>
      </EPOD_CONTAINER>
    </EPOD_CONTAINERS>
    <EPOD_SERVICES/>
  </EPOD_JOB>
 </EPOD_JOBS>
</EPOD_EXPORT_JOB>

Note: Other elements may be included but will contain no data - these may be ignored.

Load Auto-Export

The Load Export schema will be modified as in the following example:

 <EPL_LOAD>
    <EPL_SITE_ID>TEST</EPL_SITE_ID>
    <EPL_LOAD_ID>TIPIMPORT</EPL_LOAD_ID>
    <EPL_LOAD_START_PLANNED_DATE>20111129</EPL_LOAD_START_PLANNED_DATE>
    <EPL_LOAD_START_PLANNED_TIME>09000000</EPL_LOAD_START_PLANNED_TIME>
    <EPL_LOAD_END_PLANNED_DATE>20111129</EPL_LOAD_END_PLANNED_DATE>
    <EPL_LOAD_END_PLANNED_TIME>12000000</EPL_LOAD_END_PLANNED_TIME>
    <EPL_LOAD_START_ACTUAL_DATE>20111129</EPL_LOAD_START_ACTUAL_DATE>
    <EPL_LOAD_START_ACTUAL_TIME>09000000</EPL_LOAD_START_ACTUAL_TIME>
    <EPL_LOAD_END_ACTUAL_DATE>20111129</EPL_LOAD_END_ACTUAL_DATE>
    <EPL_LOAD_END_ACTUAL_TIME>11575901</EPL_LOAD_END_ACTUAL_TIME>
    <EPL_LOAD_DISTANCE_PLANNED>120</EPL_LOAD_DISTANCE_PLANNED>
    <EPL_LOAD_DISTANCE_ACTUAL>119</EPL_LOAD_DISTANCE_ACTUAL>
    <EPL_MILEAGE_START>10000</EPL_MILEAGE_START>
    <EPL_MILEAGE_END>10119</EPL_MILEAGE_END>
    <EPL_VEHICLE_ID>AB123BC</EPL_VEHICLE_ID>
    <EPL_USER_ID>MATT</EPL_USER_ID>
    <EPL_STATUS>P</EPL_STATUS>
    <EPL_LAST_CHANGED_DATE>20111129</EPL_LAST_CHANGED_DATE>
    <EPL_LAST_CHANGED_TIME>11575901</EPL_LAST_CHANGED_TIME>
 </EPL_LOAD>

The Auto-Export process will be modified to add Load export, if configured against the Site or Job Group's EPOD_XF_CONFIG.

The process will be similar to the Job Export - all Loads will be checked if they are required to be exported (through the new EPL_XFER_FLAG against the Load) and a configuration exists for that site or job group. If found, these Load Exports will be sent to the client via the required method (again on the Config table)

Completion Documents (POD/POC)

This automated process will also create the Completion documents in PDF format and email them to a central email address, configured against the site in CALIDUS EPOD.

A document will be generated for every collection and delivery completed (i.e. not cancelled).

The format for both collections and deliveries will be the same and will match the current documentation, shown in #Appendix A: POD Formats. The format will be created with a name of "Prolog" and this will be able to be chosen as an option from the Delivery and Collection Formats against the Job Group.

The data will be mapped as follows:

From: The Name will come from the new EPL_OWNER field on EPOD_JOB. The address information will come from the customer address with the same ID as EPL_JOB_GROUP of EPOD_JOB.
Delivery Instructions: EPL_JOB_INSTRUCTION of EPOD_JOB
Customer: The Code will be EPL_CUSTOMER_CODE of EPOD_JOB. The address will be taken from this customer's EPOD_CUSTOMER record.
"2 Pallets / 162 Kg": EPL_CONTAINER_PACKAGE_DESC of EPOD_CONTAINER
Order Reference: EPL_JOB_CODE of EPOD_JOB
Order Processed: EPL_START_ACTUAL_DATE of EPOD_JOB
Reference: EPL_PRODUCT_CODE of EPOD_PRODUCT
Description: EPL_DESCRIPTION of EPOD_PRODUCT
Qty: EPL_PRODUCT_QTY_ACTUAL of EPOD_PRODUCT
Signature: EPL_JOB_SIGNATURE of EPOD_JOB
Block Print: EPL_CUST_SIGNATORY of EPOD_JOB
Date: EPL_END_ACTUAL_DATE of EPOD_JOB
Time: EPL_END_ACTUAL_TIME of EPOD_JOB
Notes: EPL_NOTES of EPOD_JOB Note: New Field
Consignment Barcode: Not required
"SM0425 00000 00113306": Not required

Data Clear-down

A data clear-down script will be written and scheduled to run on the host server. This will check the job and image data files and clear down any records older than a specific date.

Note: If this is hosted at OBS, the responsibility of creating and running this script will be OBS'. If hosted by the client, this will be the responsibility of the client.

The process should receive parameters specifying:

The database connection.
The Number of Days Transactional Data to keep.
The Number of Days Image Data to keep.
The Number of Days Signature Data to keep.

Admin Screens

The Admin Users will be provided log-ons - these will be manually created within the Admin system itself. Each log-on can be configured to see all Job Groups (Depots) or a selection of job groups only.

These users will be able to view (and create) loads and jobs within the system, as well as view the completion documents for completed jobs, or view images of exceptions on cancelled jobs.

The Job Group screen will require modification, to add the new configuration flags (detailed in section Database Fields)

The Load screen will be modified to add a mouse-over tool-tip, displaying the start and end vehicle mileage.

The File Transfer Configuration screens will be modified to allow users to set up multiple configurations against a EPL_XF_CONFIG_ID, for each EPL_XF_ID.

No further changes need to be made within the Administration screen in the CALIDUS EPOD system, as both the entered Notes and advised Owner can be seen when viewing the completion document within the Admin system.

Note: Inter-warehouse Transfers are not expected to be included in the initial running of the system, as these are currently handled manually. In a future phase (i.e. after go-live of the initial phase), these may be added into the client host system for processing or, alternatively, they will be created manually within CALIDUS EPOD and attached to existing loads.

Appendix A: POD Formats

Appendix B: Test Plan

Test Script / Scenario Reference	Prolog EPOD Test Plan	Call Number(s): 297001
Test Script / Scenario Description	Test the functionality required by the Prolog operation	PASS / ISSUES / FAIL
Menu Access	Various
Pre-requisites	Ensure that site PROLOG is created, with Users ADM and PDA pre-created. Ensure that all connections are through HTTPS with SSL encryption.	Tested By:
Test Objective	To ensure that the Import, Admin, PDA and Export functionality of the CALIDUS EPOD system operate as expected	Date:

Step	Action	Result	Remarks	P/F
1	Admin

1.01	Log on as an admin user on Site PROLOG	The system should start
1.02	Enter the Site screen, edit the details and Upload a Site Image (JPG). Save.	The Site log should be uploaded.
1.03	Ensure that Delivery and Collection completion document formats can be set to Prolog and Save.	The option is available from the drop-down boxes.
1.04	Ensure the PDA can be configured for User Notes and Metrics and Save.	The options are available a check boxes on the PDA tab.
1.05	Enter the Job Group screen and create SHEFF	Job group created
1.06	Edit job group and assign a logo and save	Logo updated
1.07	Click on the Configuration Settings link. Ensure the PDA can be configured for User Notes and Save.	The options are available a check boxes on the PDA tab.
1.08	Check the Loads screen shows Mileage Start and End on the grids.	As expected.
1.09	Ensure that Multiple Export Transfer configurations can be created per Config ID, for multiple types (LOAD and JOB)	As expected.
1.10	Assign the Export Transfer configuration to the Site and Job Group and save.	Configuration saved.

Step	Action	Result	Remarks	P/F
2	Import
	A test XML file exists for the creation of jobs as specified below.
2.01	Import a load containing: an assigned user; a linked collection and delivery with no details; a delivery with a single container and product information. The jobs should contain: no Job IDs; Owner Name; Full Customer information.	The Load and Jobs should be created. The Customers should be created. All new required fields should be populated. The Load should be pre-assigned to the user.

Step	Action	Result	Remarks	P/F
3	PDA Functionality
	Ensure the following flags are enabled against the site and Job Group: Metrics User Notes Linked Collections and Deliveries Auto-Email Auto-Export Container-only Delivery
3.01	Start a Load on the PDA.	After Vehicle Checks are performed, the PDA prompts to enter Metrics.
3.02	Enter Metrics	The Job List is shown
3.03	Choose a Collection linked to a delivery	The Collection should show a Notes tab.
3.04	Enter some notes, then complete the Collection.	The Collection is completed in the Server, with the Notes reflected.
3.05	Choose the Delivery linked to collection above.	The delivery should show a Notes tab, with information already entered from the Collection.
3.06	Change the notes and complete the Delivery.	The Delivery is completed in the Server, with the new Notes reflected.
3.07	Choose a Delivery that is not linked to a collection (i.e. with containers and product details).	The unit should prompt you to deliver only the container, with information showing the number of pallets and weight.
3.08	Long-press the Container	Product information should be displayed.
3.09	Complete the delivery with no issues.	The Delivery is completed in the server.
3.10	Complete all other jobs on the Load	Metric entry should be requested (ensuring user returns to base first).
3.11	Enter metrics against the load.	Load is completed. Load is updated in the Server. Metrics are shown against the load.

Step	Action	Result	Remarks	P/F
4	Server (After Update)
	Ensure that the Auto-Export process is scheduled to run and that Auto-Export and Auto-Email is enabled on the Site and/or Job Group. Ensure a Site Email address is configured. Ensure that an external WebService is configured for exporting completed jobs.
4.01	Complete jobs on the PDA. Force-run the Auto-export process.	The Auto-export process should send the completed jobs to the external WebService. PDF versions of the POD documents should be sent to the Site Email address.
4.02	Cancel Jobs on the PDA. Force-run the Auto-export process.	The Auto-export process should send the completed jobs to the external WebService. No email should be sent to the Site Email address.
4.03	Complete all jobs on a load. Force-run the Auto-export process.	The Auto-Export process should send all completed jobs and a message for the completed Load to the external WebService. PDF versions of the POD documents for each Job should be sent to the Site Email address.
4.04	Check that the Correct format of POD and POC document is produced.	The Prolog format is produced, with all the correct data in the correct place.

Step	Action	Result	Remarks	P/F
5	Clear-down
	Ensure that the there are old Loads, Jobs and Images for cancelled jobs in the database.
5.01	Schedule the Manager process to clear all Image data, where the period specified ensures that some data is selected. Force-run the process.	Only images should be cleared, and only outside the period specified.
5.02	Schedule the Manager process to clear all transactional data, where the period specified ensures that some data is selected. Force-run the process.	All transactional information (Load, Job, Container, Product) should be cleared, and only outside the period specified.

Appendix B: Document References

B.1 References

Ref No	Document Title & ID	Version	Date
1	UG 291094 EPOD Admin User Guide	1.0	6/10/2011
2	UG 291097 EPOD Client User Guide	1.0	6/10/2011

B.2 Glossary

Term	Definition
EPOD	Electronic Proof of Delivery. The OBS EPOD system is CALIDUS ePOD.
CALIDUS eSERV	The OBS mobile system to complete Service functionality in the field. This is part of the CALIDUS ePOD system.
PDA	The mobile device on which the C-ePOD system will run in the field. This can be a Phone, EDA or industrial PDA, running Android.
DAL	Data Access Layer. A mechanism for accessing data by the system that is removed from the application, allowing for simplified access and providing protection to the data, as only approved DAL methods can be used to modify it.
GPS	Global Positioning System. A mechanism of retrieving accurate positioning information in the form of Latitude and Longitude (Lat-Long) co-ordinates from a device.
GPRS, 3G, HSDPA, Data Service	All terms referring to mobile device network connectivity, and the speed at which the device connects to the internet.

B.3 Authorised By

Rob Ellis	Client Representative	_____________________________
Matt Turner	OBS Representative	_____________________________

Anonymous

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FS 297001 Prolog EPOD Modifications: Difference between revisions

Latest revision as of 16:55, 3 May 2012

Functional Overview

Client Requirement

Solution Overview

Import Data

PDA Log-on

Vehicle Checks

Metrics

Collection Process

Delivery Process

Exception Process

Confirmation Process

Export Data

Completion Documents (POD/POC)

Data Clear-down

Admin Screens

Scope

Set-up

Pre-requisites

Menu Structure

Data

Functional Description

Database Fields

Import Data

Job

Load

Pass new Configuration to PDA

Metric Entry

Load Update from PDA to Server

Add Notes tab to Collection and Delivery

Collection Process

Delivery Process

Add Notes to Job Update

Add Notes to Job Export data

Load Auto-Export

Completion Documents (POD/POC)

Data Clear-down

Admin Screens

Appendix A: POD Formats

Appendix B: Test Plan

Appendix B: Document References

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