PATCH WMS P045

CALIDUS WMS

Release Notes

CALIDUS WMS

2nd Feb 2024 - 1.0
Reference: P045

SUMMARY INTRODUCTION

INTRODUCTION

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

GLOSSARY OF TERMS

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

TESTING PROCESS

TIDs AND RESOLUTION

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

FINAL 'END TO END' TESTING

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

AUTHORISATION

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

CHANGE REQUESTS

Aptean Log Number: 02765588

Summary of Call	New User Report
Detail of Fix	New ORS report - listing of users in the system called USER_LIST
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02681012

Summary of Call	WREQ0092224 - Updates to the OK to ship development
Detail of Fix	New fields 'Ok to Ship' and 'Cust Po Ref' added to OK_TI_SHIP ORS report
Set-up and Configuration	No set-up/configuration required

SUPPORT INCIDENTS

Aptean Log Number: 02665831

Summary of Call	QSTN - Pallet Counts
Detail of Fix	02665831 - Create new PC procedure for RF 711 messages to update/create Picking Container records 00501487 - For SR (Stock Replen) 711 message, ensure customer pallet id field is reported, if populated.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02768890

Summary of Call	Pallets being updated
Detail of Fix	Amend EDI Hold/Release functionality so when AHSO rule set to C, if allocated pallets are updated, rather than error them, update them now, but also update the reason code field on the order detail table, when it references either committed or allocated pallets. Note: unallocated line type 1 order lines will not be updated by this change, as no stock is committed or allocated until allocation.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02723636

Summary of Call	Query regarding algorithm Y for auto put-away
Detail of Fix	Add new AYEN (Algo Y - Exclude non-owner stock). For GRNs putaway using algorithm Y and multi-deep locations, add new checks to see if location contains stock for other owners. Issue found was that validation only currently applied once a pallet had been put into location. New validation runs even if the location is marked as empty for the pallet type.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
AYEN	Owner/ Warehouse	-	Will check initially for OWNR level rule value. If blank, will check for WHSE level rule value.
(Algo Y - Exclude non-owner stock)	-	Y	Will exclude locations that contain stock held by other owners even if location marked as empty for pallet type. Only affects pallets putaway using Algo Y functionality.
-	-	No or any other setting	Standard default functionality applied

Aptean Log Number: 02890547

Summary of Call	Despatch print is duplicating lines
Detail of Fix	Amend pallet count functionality to differentiate PICKING CONTAINERS records from those created using RF Picking functionality. Amend BR2 and BR3 format despatch notes to exclude PICKING CONTAINERS records created as part of pallet count functionality. This is to stop duplication of pallet quantities.
Set-up and Configuration	No set-up/configuration required

BUGS

Aptean Log Number: 02692082

Summary of Call	Adjusting held stock
Detail of Fix	Stop users from adjusting off held stock where the stock is allocated.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00515982

Summary of Call	Release log for 01894246
Detail of Fix	Secondary release log for change 01894246 (Dynamic Replens to Defined Pick Location) Includes fixes highlighted by secondary testing. The original release log for change 00479522 (Release log for 01894246 - Dynamic Replens to Defined Pick Location)
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00516708

Summary of Call	Allocation Issue - Issue is with line type 5 or R order lines
Detail of Fix	Re-work linked to SAPP (Soft Allocate Part Pick Tasks) development. Issue is when SAPP rule is not set and user attempts to allocate order lines with a non-line type 1 order line type, the allocation process is not writing all relevant files correctly. This fix means that all required WARE PICK HEADER records are written.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02719524

Summary of Call	Order entry error
Detail of Fix	Amend screen locking handling. If STOCK WAREHOUSE record is locked, stop user from completing entry of line details till lock is removed.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02706419

Summary of Call	Deal total not updating
Detail of Fix	Added fix to ensure that Order Header table is correctly updated in regard to Deals information. As I could not replicate the original issue, this fix ensures that when an order is despatched, the ORDER_HEADER and DESPATCH_OH data is correct.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00526637

Summary of Call	Issue with EDI hold/release validation
Detail of Fix	Amend EDI hold/release functionality to ensure validation correctly handles situation when first selected pallet is not allocated.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00480888

Summary of Call	WMS changes linked to RF reason code '79' issues.
Detail of Fix	Amend RDT processes to allow users to process up lost pick tasks which have been lost because of connection issues and are now marked with WMS reason code 79. Ensure valid pick tasks can re-select the pallets to complete the orders while other orders can not pick these pallets while the orders are still open.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00533996

Summary of Call	Allocation issue where allocated qty is doubled
Detail of Fix	Ensure RF stock replenishments don't select pallets already in pick anchor location. Amend WMS allocation so that the allocated quantity is not doubled when SAPP owner rule is enabled.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02784448

Summary of Call	Issue with testing Dynamic Replenishments
Detail of Fix	Fix issue when SAPP rule enabled and user part picks order via RF. Ensure the despatch details and pick container records are created/updated correctly.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02798128

Summary of Call	Issue with dynamic replen and pallet count on test
Detail of Fix	Issue is that full pallets held in pick pallet locations are being processed a 'dummy' picks. Change is that if SAPP rule enabled, and the ordered quantity is a pallet or more, bulk locations are prioritised over pick locations, meaning allocation will chose full pallet from bulk locations before selecting stock in a pick location. If the SAPP rule is not enabled, or the ordered quantity is less than 1 pallet in quantity, the system will work as expected, with no change in functionality. Fix issue with IAJD (audit) records to ensure that the data written comes from the 'picked' pallets rather than the 'dummy' pick record. NOTE: If the only pallet/s are in a pick location, they will be processed as dummy picks, even if the quantity is a full pallet quantity. Also ensure that when an order that contains a dummy pick is picked using RDT pick functionality, the 'PICK' audit records are correctly populated. Ensure the audit record comes from actual 'picked' pallet record, rather than 'dummy' pallet record. RF Maintenance setup changes 'Enter Despatch Pallet Types' flag should be changed from 'Part Picks and Full Pallet Picks' to 'Disabled'.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02787573

Summary of Call	Incorrect pallets allocated
Detail of Fix	We have not been able to replicate issue - when testing, allocation has been choosing the expected pallet. So have added new ALAA (Allocation Advanced Auditing) value of 'X' (Extended). This works exactly the same way the existing 'Y' works, but writes in the PAT auditing logs the exact plsql queries run by allocation to select values.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
ALAA (Allocation Advanced Auditing)	Owner	X (Extended)	Extended auditing - extra audit records written
		Y	Standard auditing - no change
		Any other value	No auditing - no change

Aptean Log Number: 00482298

Summary of Call	Issue with Order Cancellation button run from WHS1714 (Pick Confirmation)
Detail of Fix	When user presses 'Cancel Order' button, correctly find the pallet records that need to be updated. If the order is status 5 (pick listed), the pallets will be either in pick or bulk locations, whereas if the order is status 6 (pick confirmed), the pallets will be the order specified marshalling location. By ensuring the pallets are found correctly, they can be updated correctly, and then, the system warehouse level stock tables can be correctly updated.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03008587

Summary of Call	Pick Confirmation slow to exit
Detail of Fix	Improvements to efficiency of lock/unlock procedures. WHS1714 only runs unlock procedure from exit if a parameter has been entered. WHS1710A removes locks if an error is encountered during pick confirmation.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02994138

Summary of Call	Kit Assembly LOV issue
Detail of Fix	Amend RG_KIT_STOCK_CODE LOV to improve performance
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02971862

Summary of Call	Charges not applied to case picks
Detail of Fix	Changed invoice charge check to look for both dummy picks and part picks at invoicing.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 03059393

Summary of Call	Pick Confirmation - pick lock
Detail of Fix	If the 'NOMS' rule is set, disable the pickconf locking functionality.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00509905

Summary of Call	12c packing issue
Detail of Fix	Fix issue when user runs LOV for consumable Temp Monitor
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 00536550

Summary of Call	Amend RDT receipt process to reference Owner Ware Params
Detail of Fix	If owner ware params records exist and buildup locations are populated, reference these locations rather the default ware params table. This allows a site to have multiple 'virtual' receipt locations in a specific warehouse.
Set-up and Configuration	No set-up/configuration required

Aptean Log Number: 02952458

Summary of Call	Pallet Movement screen takes a very long time to return
Detail of Fix	Changes made to improve links between queries and try speed up retrieval. Stock code added to header block (not visible in screen) so detail block now shows records for different stock codes on the same block separately (click 'Next Record' to view next stock code on shared pallets). Cust Pallet ID added to link between queries to only show detail records matching the Cust Pallet ID displayed in the header block.
Set-up and Configuration	No set-up/configuration required

MODULES DELIVERED

Module Name	Version No	Description	Log Number
AT_PICKING_CONTAINERS_02890547.sql	4.1	AT Script	02890547
AT_WLE_HELD_STOCK_00480888.sql	4.1	AT Script	00480888
DATA_ORS_MASTER_DATA_02681012.sql	4.1	Data Script	02681012
DATA_ORS_MASTER_DATA_02765588.sql	1.1	Data Script	02765588
DATA_ORS_SQL_02681012.sql	4.1	Data Script	02681012
DATA_ORS_SQL_02765588.sql	1.1	Data Script	02765588
DATA_WAREHOUSE_RULES_02723636.sql	4.1	Data Script	02723636
DATA_WAREHOUSE_RULES_CONTROL_02723636.sql	4.1	Data Script	02723636
DP_DEAL_CALC.sql	4.22	Deals Calculation Package	02706419
DP_DESPATCH.sql	4.120	Despatch Confirmation Package 1	02706419
DP_EDIGEN_HOLD_VAL.sql	4.33	EDI Inbound Holds Validation Package	00526637
DP_EDIGEN_HOLD_VAL.sql	4.36	EDI Inbound Holds Validation Package	02768890
DP_ORS_FUNCS_WMS.sql	4.32	Extract Suite Functions package	02765588
DP_PICK_CONF_1.sql	4.92	Pick Confirmation Database Package 1	00482298
DP_PICK_CONF_1.sql	4.93	Pick Confirmation Database Package 1	03008587
DP_RDT.sql	4.57	RDT Messages	00480888
DP_RDT_GRNCONF.sql	4.80	RDT Goods Receipt Confirmation	00536550
DP_RDT_LOCENQ.sql	4.31	RDT Location Enquiry	02665831
DP_RDT_LOCENQ.sql	4.32	RDT Location Enquiry	00533996
DP_RDT_LOCENQ.sql	4.33	RDT Location Enquiry	02890547
DP_RDT_PICK_CONF.sql	4.142	RDT Pick Confirmation	00515982
DP_RDT_PICK_CONF.sql	4.143	RDT Pick Confirmation	02784448
DP_RDT_PICK_CONF.sql	4.144	RDT Pick Confirmation	02798128
DP_RDT_PICK_REQUEST.sql	4.66	Pick Request Database Package	00515982
DP_RDT_STKENQ.sql	4.41	RDT Stock Enquiry processing	00480888
DP_RDT_STKENQ.sql	4.42	RDT Stock Enquiry processing	02768890
DP_UPM_WHS_CHARGE.sql	4.33	Invoice Charges Procedure	02971862
DP_WHS2185.sql	4.34	Suggested Location database package	02723636
DP_WMS_ALLOC.sql	4.206	Allocation Procedure	00515982
DP_WMS_ALLOC.sql	4.207	Allocation Procedure	00516708
DP_WMS_ALLOC.sql	4.208	Allocation Procedure	00533996
DP_WMS_ALLOC.sql	4.209	Allocation Procedure	02798128
DP_WMS_ALLOC.sql	4.210	Allocation Procedure	02787573
DP_WMS_IF.sql	4.30	Database package for warehousing	00480888
SOS1427.fmx	4.14	Stock Kits Assembly Request	02994138
SOS7000.fmx	4.77	Simple Order Entry	02719524
SOS7000.fmx	4.78	Simple Order Entry	02706419
STS3007.fmx	4.18	Pallet Movement Enquiry	02952458
WHR1900_BR2.rdf	1.11	BR2 Despatch Note	02890547
WHR1900_BR3.rdf	4.3	BR3 format despatch note	02890547
WHS0633.fmx	4.18	GRN Reversals	02692082
WHS1710A.fmx	4.110	Pick List Confirmation	03008587
WHS1710A.fmx	4.111	Pick List Confirmation	03059393
WHS1714.fmx	4.145	Pick Confirmation	00482298
WHS1714.fmx	4.146	Pick Confirmation	03008587
WHS1714.fmx	4.147	Pick Confirmation	03059393
WHS1945.fmx	4.143	Pack Header	00509905

ADDITIONAL CHANGES

WCS

A WCS change is required for the following logs:

• Log 02665831 (UP230807)
• Log 00480888 (UP231101)

PORTAL/TTM

A Portal change is required for the following logs:

• Log 02681012 (v10.01.010)

Manual

A manual change is required for the following logs:

• Log 02765588 - A database level permission may need to be added once released to the customer.

• Log 02798128 - RF Maintenance setup changes required (BRE only)