PATCH CTMS P037

OBS Logistics Ltd

Release Notes

CALIDUS TMS

15th June 2020 - 1.0
Reference: P037

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

CHANGE REQUESTS

Customer Ref: PO44010941382

OBS Log Number:	369552
Summary of Call	Allow Pallet Opening
Detail of Fix	The seal number is displayed with the consignment number and the air waybill number in the Shipment Pallets screen. The seal number will be removed for a pallet that is opened. The seal number itself will be deleted when it contains no pallets or loose items.
Set-up and Configuration	No set-up/configuration required

Customer Ref: Email / SMS Delivery

OBS Log Number:	370562
Summary of Call	Email / SMS Delivery
Detail of Fix	SMS and emails will be sent to the recipients of the orders based on the formats of the SMS_EMAIL messages for the appropriate medium of SMS or EMAIL. The data will be converted for the new PO_REF, DEL_DATE_AM and DEL_DAY_AM formats. PO_REF will be obtained from a reference of that type for the order. AM will be translated as AM for the morning or PM for the afternoon for the arrival time of the trip stop at the location. Orders that are on the trip when the status is updated will be assessed for the single message event by trip. Any orders that are assigned to a trip at the required status will be assessed individually for the single message by order and trip. Added collection orders can trigger a message event for an EN-ROUTE trip but delivery orders cannot. System parameter SEND_SMS_EMAIL when Y only triggers message events at ACCEPTED trip status. When set to a specific trip status, the message event will be triggered at that trip status instead. System parameter TRM_SEND_PRE_DELIVERY_MSG when Y will trigger message events at TENDERED and EN-ROUTE trip status. These message events must be formatted at the appropriate trip status to be sent.
Set-up and Configuration	No set-up/configuration required

Customer Ref: Driver Documentation

OBS Log Number:	370563
Summary of Call	Driver Documentation
Detail of Fix	New Driver Documents for Loading and Delivery
Set-up and Configuration	No set-up/configuration required

Customer Ref: WREQ0035756

OBS Log Number:	366572
Summary of Call	GSN:Change to data sent out
Detail of Fix	Changes to the Microlise flow to send Child locations and sub haulier type and receive signatures from Microlise at order level
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
MIC_SEND_CHILDREN	COST_CENTRE	Y	Are children locations sent to Microlise?
MIC_SEND_SUB_TYPE	COST_CENTRE	Y	Is haulier sub type VAN sent to Microlise?

Customer Ref: New Field

OBS Log Number:	369101
Summary of Call	HAM-MCS-Cage Confirmation Scans
Detail of Fix	The Location Maintenance screen will display a new field for MCS called Pallet Building Process with values Continuous or Single to select. These values are stored in new decode MCS_PALLET_BUILD_PROCESS. Continuous will be the default value.
Set-up and Configuration	No set-up/configuration required

Customer Ref: WREQ0038434

OBS Log Number:	369921
Summary of Call	Modification to MLS interface
Detail of Fix	Changes to the MLS interface for direct shipments and additional warehouses
Set-up and Configuration	No set-up/configuration required

Customer Ref: Trip Sheet

OBS Log Number:	370252
Summary of Call	DUN Trip Sheet - Font size
Detail of Fix	Increase font size and align fields in new recyclable uplift section.
Set-up and Configuration	No set-up/configuration required

Customer Ref: WREQ0039173

OBS Log Number:	370545
Summary of Call	GSN:Remove the iForce code (368669)
Detail of Fix	The system parameter ZET_INC_SSCC_PREFIX will only apply to the 05050210 items and not the 202 items. The 00 prefix will be added to the 0505210 items for files from C-TMS to ZETES and removed for the files from ZETES to C-TMS when the length of the order item is 18 digits.
Set-up and Configuration	No set-up/configuration required

Customer Ref: WREQ0039012

OBS Log Number:	370827
Summary of Call	GSN:Populate Carrier field in CTMS
Detail of Fix	Changes to allow Carrier field to be viewed in the order well
Set-up and Configuration	No set-up/configuration required

Customer Ref: WREQ0040219

OBS Log Number:	371513
Summary of Call	GSN:Update to FCA POD file
Detail of Fix	The 'CLICK_OUTBOUND' report will assess the different types of despatch units for the order items to determine if any contents of those order items will be included in the report. If any of the 'CRT', 'PLT' or 'UKN' items include contents, the contents will not be included in the extract - this is consistent with the 'LSE' items. Contents will only be shown for items which are NOT 'CRT', 'PLT', 'UKN' or LSE. If the SUPPRESS_ASSETS parameter is Y, the item contents will be included for the other DU types. If the SUPPRESS_ASSETS parameter is N, only the items will be included.
Set-up and Configuration	No set-up/configuration required

Customer Ref: WREQ0041335

OBS Log Number:	372123
Summary of Call	Allow invoices to be resent
Detail of Fix	A new function called FN_RE_SEND_INVOICE is available to authorise for a user to enable invoices to be re-sent in an export file. A new button called Release will be displayed in the Invoice Summary screen to enable the user to remove the invoice from the export file. A new button called Re-Send will be displayed in the Invoice Exports screen to enable the user to re-send a processed export file.
Set-up and Configuration	No set-up/configuration required

Customer Ref: WREQ0042286

OBS Log Number:	372581
Summary of Call	Gradual restart of operations
Detail of Fix	New parameter added to use the slot data when exporting to Paragon (DUN format only).
Set-up and Configuration	No set-up/configuration required

Customer Ref: Chargeable MNX

OBS Log Number:	370371
Summary of Call	CTMS data
Detail of Fix	Changes to MIS , tables added
Set-up and Configuration	No set-up/configuration required

SUPPORT INCIDENTS

Customer Ref: Resource Screen

OBS Log Number:	364730
Summary of Call	Trip Resource screen
Detail of Fix	The allocation of resources to trips will display a long error message when the trailer is being validated. The crew and diary versions also have been changed.
Set-up and Configuration	No set-up/configuration required

Customer Ref: Trunk Trip

OBS Log Number:	369482
Summary of Call	Different trunk trip comment for INV_TRA
Detail of Fix	Amended comment for the item reason to include the text 'different trunk trip' for an unload scan as well as a load scan using RDT. This format will enable Inventory Transactions to be identified for trunk trips. Inventory Transactions will include items on the scanned trunk trip or the planned trunk trip as long as the item has not been scanned on a different trunk trip. Orders which originate in an RDC will be assessed for a trunk trip.
Set-up and Configuration	No set-up/configuration required

Customer Ref: TMS characts to epod

OBS Log Number:	370023
Summary of Call	Limit charaters from TMS to EPOD to 40
Detail of Fix	The EPL_DESCRIPTION and EPL_CONTAINER_PACKAGE_DESC items will only contain a maximum of 40 characters. Any text that is longer than 40 characters in length in C-TMS will be truncated for display in EPOD. These changes apply to the main version of the outbound EPOD files.
Set-up and Configuration	No set-up/configuration required

Customer Ref: N/A

OBS Log Number:	370926
Summary of Call	System speed and performance
Detail of Fix	Improve speed of the domestic scheduling loops by using a date range to select orders.
Set-up and Configuration

Registry/Rules Settings
Path & Name	Setting Value	Result
TRM_DOM_ADV_DAYS	Number	How far into the future to select orders for scheduling
TRM_DOM_PRE_DAYS	Number	How far in the past to select orders for scheduling

Customer Ref: INC32503211

OBS Log Number:	371795
Summary of Call	Unable to export data
Detail of Fix	Amendment to parcel carriers data select to improve performance.
Set-up and Configuration	No set-up/configuration required

Customer Ref: MCS

OBS Log Number:	371819
Summary of Call	MCS - Performance
Detail of Fix	The scanning of pallets into a trans-ship depot will display the resources of the radial delivery trip to redirect the pallet for loading. This data should be displayed promptly on screen. A new reason code NONR will be available for Freight Not Received to retain the order on the deivery trip and its tracking references as order items.
Set-up and Configuration	No set-up/configuration required

Customer Ref: MCS

OBS Log Number:	371993
Summary of Call	MCS Speed
Detail of Fix	Fix to speed up MCS trans ship process.
Set-up and Configuration	No set-up/configuration required

Customer Ref: INC33347016

OBS Log Number:	373102
Summary of Call	CTMS Revenue Issue
Detail of Fix	Amendment to standard invoice generation process to correctly populate the period from/to dates ahead of invoice validation.
Set-up and Configuration	No set-up/configuration required

Customer Ref: ORS Report

OBS Log Number:	372062
Summary of Call	SCHED_ORDS ORS report - start / stop
Detail of Fix	The ORS master data has been changed for the 'MORT' database to include a DATETIME format for the SCHED_ORDS report for the Start Time and End Time for the trips. The ORS master data has been changed for the 'MORT' database to include a range of values for the SCHED_ORDS and TRIPS reports for the Schedule for the trips. The text 'SYSSCHED' has been introduced for the fields for the schedules for selection. This text can include a number of offset days, for example, 'SYSSCHED-1' or 'SYSSCHED+1'. If the report includes a range of schedules, the specified schedules will be assessed to ensure that they are sequential for the report to select any data. For example, 'SYSSCHED-1' must be earlier than 'SYSSCHED' or 'SYSSCHED+1' or a specified schedule such as '200421' where 'SYSSCHED-1' translates as '200420'.
Set-up and Configuration	No set-up/configuration required

Customer Ref: Direct email

OBS Log Number:	372371
Summary of Call	INVOICING Issue >20 SLB (following lines)
Detail of Fix	Changes to file format to accomdate >20 SLBs
Set-up and Configuration	No set-up/configuration required

Customer Ref: DU Type

OBS Log Number:	372455
Summary of Call	DU Type for mandated carriers
Detail of Fix	The schceduling engine will assess the orders with a mandated carrier with reference to the type of carrier and its DU types. A carrier type of PARCEL requires its orders to be assigned to PCL trips to derive the carrier service level from the carrier route, then the label can be printed for the carrier. The ordered DUs must be listed for the carrier shipment information for the order to be assigned to a trip for the carrier. The order will not be assigned to another type of trip for the mandated carrier. A carrier type not of PARCEL can assign its orders to other types of trips when it contains DUs that are not of the PARCEL category.
Set-up and Configuration	No set-up/configuration required

Customer Ref: No Ref

OBS Log Number:	372610
Summary of Call	TMP files
Detail of Fix	The POD_INFO files will be generated when an order on a delivery trip for a customer with system parameter OMS_CREATE_POD set to Y is debriefed with some stock being delivered. If the order has been debriefed but its delivery trip stop has not yet been debriefed and the EDI parameter CHECK_STOP_TIMES is set to Y, the order will not be included in a file at that time. An empty TMP file will not be generated on the server. If the order has been debriefed but its delivery trip stop has been debriefed, the order will be included in a file. The file will be archived and transferred as required. A TMP file will not remain on the server.
Set-up and Configuration	No set-up/configuration required

Customer Ref: No Ref

OBS Log Number:	372612
Summary of Call	C-TMS ORS tables
Detail of Fix	Actual distance added to ORS, populated from microlise
Set-up and Configuration	No set-up/configuration required

Customer Ref: INC32181522

OBS Log Number:	370887
Summary of Call	CTMS won't give user an option to retain
Detail of Fix	Changes to the order screen to prompt the user to save packing details before unscheduling an order
Set-up and Configuration	No set-up/configuration required

Customer Ref: INC32202627

OBS Log Number:	370965
Summary of Call	Has auto scheduled MSD/H61 orders
Detail of Fix	Amendment to Scheduling engine to prevent orders being scheduled onto Van fleet trunk trips
Set-up and Configuration	No set-up/configuration required

TID CHANGES

OBS Log Number: 371105

Customer Ref:	CTMS Phase 3 Test
Summary of Call	Microlise Message Error
Detail of Fix	The trip processing will validate the trailer type for compatibility with the trip stops. Any subsequent error messages will be restricted to 500 characters to display in the trip planning screens and fixed route execution for any new trips.
Set-up and Configuration	No set-up/configuration required

OBS Log Number: 371378

Customer Ref:	No ref
Summary of Call	Failed Update
Detail of Fix	The current EDI files for Microlise, Smartphone and EPOD are triggered based on changes to the ordered quantity and the to deliver quantity of the order lines and items. Repacking an order to generate new tracking references as order items will now retrigger EDI files for these external systems because the overall quantities will not be changed.
Set-up and Configuration	No set-up/configuration required

OBS Log Number: 372745

Customer Ref:	Issue 1
Summary of Call	Trip Planning Screen Error
Detail of Fix	The available columns in the configurable layouts for the order well in the Trip Planning, Trip Manipulation and Planning screens will include the mandated carrier of the order for selection. Any existing configured layouts for users will be adjusted to account for this new column. The mandated carrier will be available in different positions in the order well for each screen: Trip Planning: second to last column as Carrier ID before the Length column. Trip Manipulation: last column as Carrier ID after the EQ column. Planning: second column as Carr ID after the Van Fleet column.
Set-up and Configuration	No set-up/configuration required

OBS Log Number: 372770

Customer Ref:	No Ref
Summary of Call	TID: Importing Orders
Detail of Fix	Changes to import to error on missing location name and fix to be able to view the results and failures files
Set-up and Configuration	No set-up/configuration required

OBS Log Number: 372966

Customer Ref:	Issue 2
Summary of Call	Application Hang
Detail of Fix	The schedule date of the trip can be changed with and without orders. The schedule for the trip and orders will be changed along with all supporting data for them. This is standard functionality and this change is to enable the schedule date to be changed for a trip without orders.
Set-up and Configuration	No set-up/configuration required

OBS Log Number: 373178

Customer Ref:	No Ref
Summary of Call	4987 -Manual replace
Detail of Fix	Changes to the Shipments for Find and Replace, amendment to the decodes in the order interface
Set-up and Configuration	No set-up/configuration required

OBS Log Number: 373784

Customer Ref:	No Ref
Summary of Call	LOTS message missing details
Detail of Fix	Ensure flags are reset & have default value - this ensure the detail sections of XML files will generate where appropriate.
Set-up and Configuration	No set-up/configuration required

OBSL PRODUCT DEVELOPMENT

OBS Log Number: 370019

Summary of Call	DU type not updating in order item tab
Detail of Fix	A new EDI parameter called STORE_ITEM_DU_TYPE can be setup for the inbound XML order processes to store the DU type for the stock item. When the EDI parameter is Y and a DU type has been provided in the file, the provided DU type will be stored for the new order item. If this EDI parameter is set to Y, the provided DU type must exist for an order line if a order detail lines has been provided.
Set-up and Configuration

New Parameters
Parameter Name	Config Level	Setting Value	Result
STORE_ITEM_DU_TYPE	EDI	Y	Stores the DU type for the item in the XML order file when a DU type has not otherwise been derived.
STORE_ITEM_DU_TYPE	EDI	N	Does not store the DU type for the item in the XML order file when a DU type has not otherwise been derived.

MODULES DELIVERED

Module Name	Version No	Description	Log Number
AT_ACC_INV_EXPORT_INV_370371.sql	1.1	AT Script	370371
AT_ACC_SERVICE_RATES_370371.sql	1.1	AT Script	370371
AT_ACC_SERVICES_370371.sql	1.1	AT Script	370371
AT_GEO_LOCATION_369101.sql	1.1	AT Script	369101
AT_INT_XML_ORD_HEADER_366572.sql	1.1	AT Script	366572
AT_SCH_ORD_ITEMS_370563.sql	1.1	AT Script	370563
AT_SCH_ORD_ITEMS_CONTENT_370563.sql	1.1	AT Script	370563
AT_SCH_ORD_SERVICES_370371.sql	1.1	AT Script	370371
CSV.sql	5.120	CSV extract package	372581
DATA_ADM_FUNCTION_372123.sql	1.1	Data Script	372123
DATA_ADM_MSEL_FORM_PARAM_372745.sql	1.1	Data Script	372745
DATA_ADM_SYSTEM_PARAM_366572.sql	1.1	Data Script	366572
DATA_ADM_SYSTEM_PARAM_370563.sql	1.1	Data Script	370563
DATA_ADM_SYSTEM_PARAM_370827.sql	1.1	Data Script	370827
DATA_ADM_SYSTEM_PARAM_372581.sql	1.2	Data Script	372581
DATA_ADM_SYSTEM_PARAM_CONFIG_370563.sql	1.1	Data Script	370563
DATA_ADM_SYSTEM_PARAM_CONFIG_366572.sql	1.1	Data Script	366572
DATA_ADM_SYSTEM_PARAM_CONFIG_370926.sql	1.1	Data Script	370926
DATA_IMP_DECODE_369101.sql	1.1	Data Script	369101
DATA_IMP_DECODE_ENTRY_369101.sql	1.1	Data Script	369101
DATA_MSG_SMS_VALUES_370562.sql	1.1	Data Script	370562
DATA_ORS_MASTER_DATA_372062.sql	1.2	Data Script	372062
DATA_REP_REPORT_370563.sql	1.1	Data Script	370563
DATA_REP_REPORT_PARAM_370563.sql	1.1	Data Script	370563
DELIVERY_DOCS.rep	1.1	Report	370563
DP_BNL_EDI_IN.sql	1.11	Inbound EDI Package	369921
DP_CSV_DUN.sql	5.55	Client specific CSV extracts	369482
DP_CSV_POD.sql	1.7	POD CSV Database Package	372610
DP_EPOD_WEB_SERVICE.sql	1.126	EPOD Web Service	370023
DP_INT_XML_CARPOD.sql	5.7	Inbound EDI Carrier POD Interface	366572
DP_INT_XML_MIC2.sql	1.33	CTMS to MIC Interface	372612
DP_MCS_SCANNING.sql	5.64	MCS Scanning Package	369552
DP_MCS_SCANNING.sql	5.65	MCS Scanning Package	371819
DP_MCS_SCANNING.sql	5.66	MCS Scanning Package	371993
DP_MIS.sql	5.5	MIS Interface Package	370371
DP_RDT_FAST_UNLOAD.sql	5.46	RF Unload Package	369482
DP_REPORTS.sql	5.61	Reports package	371513
DP_REPORTS.sql	5.62	Reports package	372062
DP_SCHEDULING_ENGINE.sql	5.160	Scheduling Package	370926
DP_SCHEDULING_ENGINE.sql	5.161	Scheduling Package	370965
DP_SCHEDULING_ENGINE.sql	5.162	Scheduling Package	371795
DP_SCHEDULING_ENGINE.sql	5.163	Scheduling Package	372455
DP_SHIPMENT.sql	5.30	Shipment Code package	373178
IMP.sql	5.199	CSV Imports Package	372770
IMPORTS_EXEC.fmx	10.21	Import executions	372770
INT_XML_IN.sql	5.199	Order Import Package	370019
INT_XML_IN.sql	5.200	Order Import Package	373178
INT_XML_MIC.sql	5.148	MIC interface	366572
INT_XML_OUT2.sql	5.302	Outbound XML Package	366572
INT_XML_OUT2.sql	5.303	Outbound XML Package	370545
INT_XML_OUT2.sql	5.304	Outbound XML Package	373784
INV.sql	5.50	Invoice Package	372123
INV.sql	5.51	Invoice Package	373102
INVOICES.fmx	2.63	Invoices Screen	372123
LOADING_LIST.rep	1.1	Report	370563
LOCATION.fmx	2.193	Location Maintenance	369101
MSG_PROCESSING.sql	5.71	Message Processing package	370562
OF_INT.sql	5.62	Oracle Financials interface	372371
ORDERS.fmx	2.430	Order Screen	370887
ORDERS_WIDE.fmx	1.29	Orders Screen	370887
ORS.fmx	1.30	Oracle Reporting suite	372062
PAR_INT.fmx	10.41	PAR Interface form	372770
PLANNING.fmx	1.112	Planning Screen	370827
PLANNING.fmx	1.113	Planning Screen	370563
RTE.sql	5.25	Route Package	371105
SCH.sql	5.9	Scheduling package	372062
SHIPMENT_PALLETS.fmx	5.9	Shipment Pallets Form	369552
TIU_TRIP_STATUS.sql	5.55	Trigger on SCH_TRIP for status change	370562
TRG_ACC_INV_EXPORT_INV_BIU.sql	5.3	Trigger	370371
TRG_ACC_SERVICE_RATES_BIU.sql	5.3	Trigger	370371
TRG_ACC_SERVICES_BIU.sql	5.3	Trigger	370371
TRG_SCH_ORD_SERVICES_BIU.sql	5.3	Trigger	370371
TRG_SHA_LOAD_TRIPS.sql	1.10	Trigger	370562
TRG_SOI_XML.sql	5.20	Trigger	371378
TRIP_PLAN.fmx	1.274	Trip Planning Screen	370827
TRIP_PLAN.fmx	1.275	Trip Planning Screen	372966
TRIP_RES.fmx	1.25	Resource Allocation	364730
TRIP_RES_CRW.fmx	1.5	Trip Resource Crew screen	364730
TRIP_RES_DIARY.fmx	1.33	Resource Allocation	364730
TRIP_SHEET_DUNELM_DETAIL.rep	5.27	Driver Trip Sheet	370252
TRIPSUM.fmx	2.439	Trip Manipulation screen	370827
TRIPSUM.fmx	2.440	Trip Manipulation screen	372966
TRM.sql	5.198	Trip manipulation package	371105
UNSCHED_ORDERS.rep	1.5	Unscheduled Order Report	370827
V_MCS_SITE.sql	1.5	View	369101

ADDITIONAL CHANGES

WCS

There are no WCS changes required.

EPOD/T2A

There are no ePOD/T2A changes required.

MCS

A MCS change is required for the following logs:

• Log 369101 (MCS v0.13)
• Log 369552 (MCS v0.14)
• Log 371819 (MCS v0.14)

PORTAL/TTM

There are no Portal changes required.

EDI

There are no EDI changes required.