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<div class="noprint">
<div class="noprint">
{{#vardefine:Client|OBS}}
{{#vardefine:Client|BUF}}
{{#vardefine:ClientName|OBS Logistics Ltd}}
{{#vardefine:ClientName|Buffaload}}
{{#vardefine:System|''CALIDUS'' TMS}}
{{#vardefine:System|''CALIDUS'' EPOD}}
{{#vardefine:Doc_Title|Release Notes}}
{{#vardefine:Doc_Title|Buffaload Test Configuration}}
{{#vardefine:Version|0.1}}
{{#vardefine:Version|0.1}}
{{#vardefine:Date|8th May 2012}}
{{#vardefine:Date|30th July 2015}}
{{#vardefine:Reference|091}}
{{#vardefine:Reference|999999}}
{{#vardefine:Year|2012}}
{{#vardefine:Year|2015}}
</div>
</div>
{{Doc_Title
{{Doc_Title
Line 13: Line 13:
|System={{#var:System}}
|System={{#var:System}}
|Title={{#var:Doc_Title}}
|Title={{#var:Doc_Title}}
|Reference=P{{#var:Reference}}
|Reference=CFG {{#var:Reference}}
|Version={{#var:Version}}
|Version={{#var:Version}}
|Date={{#var:Date}}
|Date={{#var:Date}}
|Year={{#var:Year}}
|Year={{#var:Year}}
}}
}}  
 
<!-- TOC -->  
<!-- TOC -->  
<div class="noprint">
<div class="noprint">
<!-- MEDIA LANDSCAPE YES -->
= Introduction  =
= Development Defects =
Configure the Buffaload CALIDUS ePOD system for their use.
<table border="1px" width="100%">
 
<tr>
The intention of this document is to show the overview of the solution requirements for CALIDUS ePOD for the customer, and to document the configuration undertaken to achieve this.
<td bgcolor="silver">'''Log Number'''</td>
 
<td bgcolor="silver">'''Client Ref'''</td>
This document refers to the configuration undertaken for the TEST system for customer {{#var:ClientName}}.
<td bgcolor="silver">'''Log Priority'''</td>
 
<td bgcolor="silver">'''CR/D'''</td>
{{Note}} This will become a controlled document after implementation of the system described above. Any changes to configuration should be reflected in this document.
<td bgcolor="silver">'''Issue Raised and Test Objective'''</td>
 
<td bgcolor="silver">'''Site'''</td>
 
<td bgcolor="silver">'''Functional Area'''</td>
== Solution Overview  ==
<td bgcolor="silver">'''Reporter '''</td>
There are several location types:
<td bgcolor="silver">'''ER Number'''</td>
* RDC - the three Buffaload RDCs: Wigan, Ellington, Bristol.
<td bgcolor="silver">'''ESI Change Required'''</td>
* SUPPLIER - Collections from a supplier
<td bgcolor="silver">'''WCS Change Required'''</td>
* UNDEFINED - Unknown locations
</tr>
* STORE - Deliveries to end customers.
{{PATCHDevDefectsTableRow}}
 
</table>
The expected movements in this operation are:
* SUPPLIER - RDC - STORE - Collections from supplier into RDC, cross-docked onto delivery trips to the customer.
The following movements may also be a small part of the operation:
* SUPPLIER - STORE - Direct deliveries from a supplier to a customer
* STORE - STORE - Direct deliveries from one store to another store.
* RDC - RDC - Inter-depot transfers
 
The three RDCs each have a carrier associated to them, and a fourth carrier is also present, ASHWIG, that is a trusted third-party carrier. Jobs for all the carriers will be executed through CALIDUS ePOD.
 
All resources (drivers and vehicles) are available for all carriers in C-TMS.
 
All trips are planned centrally for the operation.
 
CALIDUS ePOD will execute all jobs sent to it under a central site BUF, that combines all the transport movements assigned to all carriers.
 
 
The following movements will be controlled through CALIDUS ePOD:
* RDC - STORE
* STORE - STORE
* SUPPLIER - STORE
 
RDCs will use WCS to scan unloading for the following movements:
* Any location - RDC
 
RDCs will use WCS to scan loading for the following movements:
* RDC - Any location
 
Loading and Unloading tasks for RDC locations are not required on CALIDUS ePOD.
 
Loading (collection) tasks at Supplier and Store are not predictable in the items that may be scanned.
 
Tasks sent to CALIDUS ePOD will be Deliveries at STORE only.
 
C-TMS will be configured in this way for sending of jobs to CALIDUS ePOD to execute. 
 
 
;Operational/System Process:
 
CTMS trips are planned
 
Trips set to ACCEPTED status sends trips to WCS for Loading.
 
Trips set to ACCEPTED status sends trips to EPOD
 
Trips are loaded via WCS
 
Trips are updated to EPOD during Loading with the items and orders that are actually to be delivered.
 
EPOD will have jobs sent to it for each delivery job - collections into RDCs are not part of this process.
 
The driver will log in to EPOD
 
Upon logging in to EPOD, no Vehicle Defect checks will be completed - this is expected to be completed by a different application.
 
Upon starting a Load in EPOD, the driver will be prompted to enter Odo readings.
This will set the Load to In Progress and set EN_ROUTE status against the trip in C-TMS. The Odo reading will be stored in C-TMS.
 
The jobs will appear on a job list on the EPOD Device, consolidated together per location i.e. there will be one job on the list per delivery location.
 
Clicking an item on the list will show the job details (the full address, contact information, any instructions to the driver). The jobs may not be cancelled here. All individual orders will be displayed on this screen and the driver may see the details against all the individual orders separately.
 
The Driver will click a Start Job button when they start this job i.e. when they depart the previous location.
 
The driver may then use navigation on the device to guide them to that location. The driver may SMS or phone the contact if a contact telephone number has been provided.
 
Once arrived at the location, the driver will click Arrive job.
 
The device will display a summary of total quantity of item types being delivered, per order. A list of all items being delivered on all orders will be shown on the Containers tab. A User Notes tab will also be present to enter any notes the driver likes.
 
The driver will not leave the cab to scan the items - this is completed by the store's staff. To complete the job on the device, the driver will select each item from the list and select Delivered from the pop-up menu.
 
Once all items are confirmed as delivered, the device will move to a Signature Capture process, where the driver will be asked to obtain the name and signature of the person signing for the goods.
 
Once complete, the Job List will be redisplayed, showing any remaining jobs on the list.
 
When there are no remaining jobs on the list, the driver will be prompted to return to base and enter the Odo reading again.
 
When this is complete, the device will search for any more work assigned to this driver or vehicle.
 


<!-- MEDIA LANDSCAPE NO -->
== Scope  ==
= Modules Delivered =
This is using the latest version (v3) of the CALIDUS ePOD application.
<table border="1px" width="100%">
<tr>
<td bgcolor="silver">'''Module Name'''</td>
<td bgcolor="silver">'''Version No'''</td>
<td bgcolor="silver">'''Description'''</td>
<td bgcolor="silver">'''Log Number'''</td>
</tr>
{{PATCHModDeliveredTableRow}}
</table>


<!-- NEW PAGE -->  
<!-- NEW PAGE -->  
= New Registry Settings =
 
<table border="1px" width="100%">
= Set-up  =
<tr>
 
<td bgcolor="silver">'''Log Number'''</td>
==Server Details==
<td bgcolor="silver">'''Path &amp; Name'''</td>
:Server name: SHARED-WEB-R
<td bgcolor="silver">'''Setting Value'''</td>
:OS:                            Windows 2012 Standard
<td bgcolor="silver">'''Result'''</td>
:IP: 172.183.45.50
</tr>
:RDC User: SHARED-WEB-R \<Own User>
{{PATCHRegSettingsTableRow}}
:RDC Password: <Own Password>
</table>
:IIS:                            Version 8.0.9200.16384
 
==Database==
:Server name: SHARED-SQLSVR-R
:OS: Windows 2012 Standard
:IP: 172.184.45.200
:RDC User: SHARED-SQLSVR-R\<Own User>
:RDC Password: <Own Password>
:SQL server:        Microsoft SQL Server 2012 - 11.0.5058.0 (X64)
 
==EPOD Installation==
Install Files: E:\OBS_Logistics_Install_Files
 
;Application
:Admin: C:\Program Files (x86)\OBSLogistics.epod\EPOD_buftst.app
:Webservices: C:\Program Files (x86)\OBSLogistics.epod\EPOD_buftst.web
:EPOD Data/Logs: E:\EPOD_Data\EPOD_buftst
;SQL Server:
:Data files: E:\SQLServer_Data\buftst
:Backup: None
 
==URL==
;Internal
: Admin: http://172.183.45.50:40458/
:Webservices: http://172.183.45.50:40459/
;External
: Admin: http://buffaload-test.calidus-epod.com/
:Webservices: http://buffaload-webtest.calidus-epod.com:40458/
 


<!-- NEW PAGE -->  
<!-- NEW PAGE -->  
= New Screens =
<table border="1px" width="100%">
<tr>
<td bgcolor="silver">'''Log Number'''</td>
<td bgcolor="silver">'''Suggested Menu Path'''</td>
<td bgcolor="silver">'''Screen ID'''</td>
<td bgcolor="silver">'''Description'''</td>
</tr>
{{PATCHScreensTableRow}}
</table>


</div>  
= Configuration  =
[[Category:{{#var:Client}} PATCH]]
 
== CALIDUS TMS  ==
Carriers created:
* BUFELL
* BUFBRI
* BUFWIG
* ASHWIG
All assigned to carrier group "fleet".
 
Carrier group "fleet" given EPOD Site "BUF".
 
All drivers (RES_PERSON) set EPOD_USERNAME = ID, and sent to EPOD.
 
All vehicles (RES_TRACTOR) sent to EPOD.
 
All reason codes (SCH_REASON_CODE WHERE USAGE = 'ITEM_NON_CON') send to EPOD.
 
Job for sending tasks to EPOD are enabled and running every 5 minutes.
 
Parameters:
{| border="1"
|- bgcolor="silver"
!Parameter Name !!Value/Description
|-
|EPOD_ENROUTE_COLLECTIONS ||Y (Set trips to En Route)
|-
|EPOD_JOB_GROUP_FORMAT ||CI (Carrier ID)
|-
|EPOD_SET_ACTUAL_SIGNATORY_BLANK ||N
|-
|EPOD_SITE_ID_FORMAT ||CA (Carrier Group EPOD Site, or Carrier ID if Group Site not present)
|-
|EPOD_VIEW_POD_URL ||(Unset - not relevant)
|-
|EPOD_WS_ADDRESS ||http://172.163.45.50:40458/WebServices/DataService/ePOD_DataService2.asmx
|-
|EPOD_WS_MESSAGE_FORMAT ||MODE1
|-
|EPOD_WS_PASSWORD ||TEST
|-
|EPOD_WS_USERNAME ||ADM
|}
 
Location types (GEO_LOC_TYPE) configured as follows:
{| border="1"
|- bgcolor="silver"
! !!colspan="4"|LOAD!!colspan="4"|UNLOAD
|- bgcolor="silver"
!LOC_TYPE !!SEND_JOB !!CONSOL_JOB !!SEND_DETS !!JOB_GROUP !!SEND_JOB !!CONSOL_JOB !!SEND_DETS !!JOB_GROUP
|-
|CROSSDOCK ||Y ||Y ||Y || ||Y ||Y ||Y ||
|-
|RDC ||Y ||Y ||Y || ||Y ||Y ||Y ||
|-
|BRANCH ||Y ||Y ||Y || ||Y ||Y ||Y ||
|-
|SUPPLIER ||N ||N ||N || ||Y ||Y ||Y ||
|-
|UNDEFINED ||Y ||Y ||Y || ||Y ||Y ||Y ||
|-
|STORE ||Y ||Y ||Y || ||Y ||Y ||Y ||
|-
|HOME ||Y ||Y ||Y || ||Y ||Y ||Y ||
|}
 
Configuration against specific locations (GEO_LOCATION) removed (set to NULL)
 
 
== CALIDUS EPOD  ==
Site BUF created.
 
Job groups created for each carrier:
* BUFELL
* BUFBRI
* BUFWIG
* ASHWIG
 
All Reason Codes, Vehicles and Drivers sent across from CTMS and present.
 
Generic users created for:
{| border="1"
|- bgcolor="silver"
!Username !!Name !!Password !!Active !!Type
|-
|ADM ||OBS Administrator ||TEST ||Active ||Administrator
|-
|pda ||OBS PDA User ||pda ||Active ||PDA Only
|-
|PDAADMIN ||PDAADMIN ||service ||Active ||For access to PDA settings on device
|-
|REMOTE ||REMOTE ||Mcug9BkLUDIeASUd5Rde ||Active ||Remote Access from other systems
|}
 
All Admin users provided access to all job groups, so they can see all jobs.
 
XF Configs created for all sites, including new site BUF
 
Site Settings:
{| border="1"
|- bgcolor="silver"
!Column !!Value
|-
|EPL_SITE_ID ||BUF
|-
|EPL_DESCRIPTION ||Buffaload Logistics Ellington
|-
|EPL_LOGO ||(Assigned Logo)
|-
|EPL_SERVICE_POD_FORMAT ||Unassigned
|-
|EPL_DELIVERY_POD_FORMAT ||GenContnr
|-
|EPL_COLLECTION_POD_FORMAT ||GenContnr
|-
|EPL_SERVICE_ACTIVITIES ||N
|-
|EPL_SERVICE_PREWORK ||N
|-
|EPL_SERVICE_INFO ||N
|-
|EPL_SERVICE_PRODUCTS ||N
|-
|EPL_SERVICE_MC_REF ||N
|-
|EPL_SERVICE_DIAGNOSIS ||N
|-
|EPL_SERVICE_POSTWORK ||N
|-
|EPL_VEHICLE_CHECK_CONFIG ||<VEHICLE_CHECK FREQ="1" REQUIRED="N" />
|-
|EPL_LAST_CHANGED_DATE ||20150729
|-
|EPL_LAST_CHANGED_TIME ||10544591
|-
|EPL_AUTO_COMPLETE_EMAIL ||N
|-
|EPL_AD_HOC_COLLECTION ||N
|-
|EPL_DEL_DRIVER_SIGN ||N
|-
|EPL_COL_DRIVER_SIGN ||N
|-
|EPL_DELIVERY_PAYMENT ||N
|-
|EPL_DOCUMENT_PHOTO ||N
|-
|EPL_XF_CONFIG ||BUF
|-
|EPL_CONTAINER_ONLY ||N
|-
|EPL_PDF_DOCUMENT ||Y
|-
|EPL_SITE_EMAIL ||
|-
|EPL_PDA_DIS_JOB_CODE ||EPL_JOB_CODE
|-
|EPL_LINKED_C_D ||Y
|-
|EPL_METRICS_ENTRY ||Y
|-
|EPL_NOTES ||Y
|-
|EPL_FORCED_ENTRY ||N
|-
|EPL_SYSTEM_TYPE ||GENERIC
|-
|EPL_UPDATE_FUNCTIONS ||N
|-
|EPL_JOB_LIST_CFG ||<JOB_LIST_CONFIG><FIELD name="EPL_JOB_TYPE" label="T" width="10"/><FIELD name="EPL_CUSTOMER_NAME" label="Customer" width="70"/><FIELD name="EPL_POSTCODE" label="Postcode" width="20"/></JOB_LIST_CONFIG>
|-
|EPL_TTM_XREF ||1
|-
|EPL_SCAN_ERROR_FLAG ||Y
|-
|EPL_IMPORT_CREATE_SD_FLAG ||Y
|-
|EPL_ARRIVAL_FLAG ||Y
|-
|EPL_RESEQUENCE ||N
|-
|EPL_CLAUSE_DELIVERY ||N
|-
|EPL_JOB_STATUS ||N
|-
|EPL_AUTO_GEN_LOAD ||N
|-
|EPL_SERVICE_LEVEL_LISTS ||N
|-
|EPL_ALTERNATE_JOB_DISPLAY ||N
|-
|EPL_CONSOLIDATION ||Y
|-
|EPL_VEHICLE_STOCK_FLAG ||N
|-
|EPL_JOB_TRANSFER_IND ||0
|-
|EPL_SCAN_AT_VEHICLE_IND ||0
|-
|EPL_LOAD_PREFIX ||
|-
|EPL_PDA_FULL_ADDRESS_IND ||1
|-
|EPL_SYSTEM_LOADS_UNIQUE_IND ||0
|-
|EPL_PROGRAM_ARGUMENT_FLAGS ||
|-
|EPL_NEXT_JOB_FLAG ||N
|-
|EPL_RETURNS_DEPOT_FLAG ||N
|-
|EPL_SCANNING_FLAG ||N
|-
|EPL_AUTOLOGIN_FLAG ||Y
|-
|EPL_ADHOC_ANYTIME_CONFIG ||
|-
|EPL_AUDIT_LOGIN_FLAG ||N
|-
|EPL_VEHICLE_CHECKS_FORMAT ||Unassigned
|-
|EPL_TRAILER_VEHICLE_FLAG ||N
|-
|EPL_AD_HOC_DELIVERY ||N
|-
|EPL_OWNER_OPERATOR ||N
|}
 
Job Groups have been configured as follows:
Site Settings:
{| border="1"
|- bgcolor="silver"
!Column !!Value1 !!Value2 ||Value3 ||Value4
|-
|EPL_SITE_ID ||BUF ||BUF ||BUF ||BUF
|-
|EPL_JOB_GROUP ||ASHWIG ||BUFBRI ||BUFELL ||BUFWIG
|-
|EPL_DESCRIPTION ||ASHWIG ||BUFBRI ||BUFELL ||BUFWIG
|-
|EPL_LOGO || || || ||
|-
|EPL_SERVICE_POD_FORMAT || || || ||
|-
|EPL_DELIVERY_POD_FORMAT ||GenContnr ||GenContnr ||GenContnr ||GenContnr
|-
|EPL_COLLECTION_POD_FORMAT ||GenContnr ||GenContnr ||GenContnr ||GenContnr
|-
|EPL_SERVICE_ACTIVITIES ||N ||N ||N ||N
|-
|EPL_SERVICE_PREWORK ||N ||N ||N ||N
|-
|EPL_SERVICE_INFO ||N ||N ||N ||N
|-
|EPL_SERVICE_PRODUCTS ||N ||N ||N ||N
|-
|EPL_SERVICE_MC_REF ||N ||N ||N ||N
|-
|EPL_SERVICE_DIAGNOSIS ||N ||N ||N ||N
|-
|EPL_SERVICE_POSTWORK ||N ||N ||N ||N
|-
|EPL_LAST_CHANGED_DATE ||20150729 ||20150729 ||20150729 ||20150729
|-
|EPL_LAST_CHANGED_TIME ||11012462 ||11011857 ||11013268 ||11014115
|-
|EPL_AUTO_COMPLETE_EMAIL ||N ||N ||N ||N
|-
|EPL_AD_HOC_COLLECTION ||N ||N ||N ||N
|-
|EPL_DEL_DRIVER_SIGN ||N ||N ||N ||N
|-
|EPL_COL_DRIVER_SIGN ||N ||N ||N ||N
|-
|EPL_DELIVERY_PAYMENT ||N ||N ||N ||N
|-
|EPL_DOCUMENT_PHOTO ||N ||N ||N ||N
|-
|EPL_XF_CONFIG ||ASHWIG ||BUFBRI ||BUFELL ||BUFWIG
|-
|EPL_CONTAINER_ONLY ||N ||N ||N ||N
|-
|EPL_METRICS_ENTRY ||N ||N ||N ||N
|-
|EPL_NOTES ||Y ||Y ||Y ||Y
|-
|EPL_TNCS || || || ||
|-
|EPL_DEL_CUST_SIGN ||Y ||Y ||Y ||Y
|-
|EPL_COL_CUST_SIGN ||Y ||Y ||Y ||Y
|-
|EPL_SIGN_CHECK_LBL || || || ||
|-
|EPL_TTM_XREF || || || ||
|-
|EPL_JOB_STATUS ||N ||N ||N ||N
|-
|EPL_CONSOLIDATION ||N ||N ||N ||N
|-
|EPL_FORCE_PROD_QTY ||0 ||0 ||0 ||0
|-
|EPL_COMMENT_PRODUCTS ||0 ||0 ||0 ||0
|-
|EPL_CANC_IMAGE_REQ ||0 ||0 ||0 ||0
|-
|EPL_CLAUSE_DELIVERY ||0 ||0 ||0 ||0
|-
|EPL_SCAN_AT_VEHICLE_IND ||0 ||0 ||0 ||0
|-
|EPL_AD_HOC_DELIVERY ||N ||N ||N ||N
|-
|EPL_EXCLUSIVE_REASON_CODE ||N ||N ||N ||N
|-
|EPL_PRE_DEL_CUST_SIGN ||N ||N ||N ||N
|-
|EPL_PRE_COL_CUST_SIGN ||N ||N ||N ||N
|-
|EPL_PRE_JOB_TNC_ID ||0 ||0 ||0 ||0
|-
|EPL_ALLW_DEL_INCOMP_SERVS_IND ||0 ||0 ||0 ||0
|}
 
 
<!-- MEDIA LANDSCAPE YES -->
 
<!-- MEDIA LANDSCAPE NO -->
{{Doc_Appendix
|Appendix=A
|Estimate=N
|Glossary=EPOD
|Ref1=UG 291094 EPOD Admin User Guide
|RefV1=3.0
|RefDate1=16/10/2014
|Ref2=UG 291097 EPOD Client User Guide
|RefV2=4.0
|RefDate2=16/10/2014
|REQ=0
|EST=0
|FS=0
|TS=0
|DEV=0
|ST=0
|IMP=0
|Client={{#var:Client}}
|Year={{#var:Year}}
|FSEST=N
|Rev1=Murray Middleton
|Rev1Title=OBSL Development Manager
|Rev2=Phil Harding
|Rev2Title=OBSL Project Manager
}}</div>  
[[Category:{{#var:Client}} CFG]]

Revision as of 11:19, 30 July 2015





Aptean Logo.png







Buffaload

Buffaload Test Configuration

CALIDUS EPOD

30th July 2015 - 0.1
Reference: CFG 999999











































Introduction

Configure the Buffaload CALIDUS ePOD system for their use.

The intention of this document is to show the overview of the solution requirements for CALIDUS ePOD for the customer, and to document the configuration undertaken to achieve this.

This document refers to the configuration undertaken for the TEST system for customer Buffaload.

Note Note: This will become a controlled document after implementation of the system described above. Any changes to configuration should be reflected in this document.


Solution Overview

There are several location types:

  • RDC - the three Buffaload RDCs: Wigan, Ellington, Bristol.
  • SUPPLIER - Collections from a supplier
  • UNDEFINED - Unknown locations
  • STORE - Deliveries to end customers.

The expected movements in this operation are:

  • SUPPLIER - RDC - STORE - Collections from supplier into RDC, cross-docked onto delivery trips to the customer.

The following movements may also be a small part of the operation:

  • SUPPLIER - STORE - Direct deliveries from a supplier to a customer
  • STORE - STORE - Direct deliveries from one store to another store.
  • RDC - RDC - Inter-depot transfers

The three RDCs each have a carrier associated to them, and a fourth carrier is also present, ASHWIG, that is a trusted third-party carrier. Jobs for all the carriers will be executed through CALIDUS ePOD.

All resources (drivers and vehicles) are available for all carriers in C-TMS.

All trips are planned centrally for the operation.

CALIDUS ePOD will execute all jobs sent to it under a central site BUF, that combines all the transport movements assigned to all carriers.


The following movements will be controlled through CALIDUS ePOD:

  • RDC - STORE
  • STORE - STORE
  • SUPPLIER - STORE

RDCs will use WCS to scan unloading for the following movements:

  • Any location - RDC

RDCs will use WCS to scan loading for the following movements:

  • RDC - Any location

Loading and Unloading tasks for RDC locations are not required on CALIDUS ePOD.

Loading (collection) tasks at Supplier and Store are not predictable in the items that may be scanned.

Tasks sent to CALIDUS ePOD will be Deliveries at STORE only.

C-TMS will be configured in this way for sending of jobs to CALIDUS ePOD to execute.


Operational/System Process

CTMS trips are planned

Trips set to ACCEPTED status sends trips to WCS for Loading.

Trips set to ACCEPTED status sends trips to EPOD

Trips are loaded via WCS

Trips are updated to EPOD during Loading with the items and orders that are actually to be delivered.

EPOD will have jobs sent to it for each delivery job - collections into RDCs are not part of this process.

The driver will log in to EPOD

Upon logging in to EPOD, no Vehicle Defect checks will be completed - this is expected to be completed by a different application.

Upon starting a Load in EPOD, the driver will be prompted to enter Odo readings. This will set the Load to In Progress and set EN_ROUTE status against the trip in C-TMS. The Odo reading will be stored in C-TMS.

The jobs will appear on a job list on the EPOD Device, consolidated together per location i.e. there will be one job on the list per delivery location.

Clicking an item on the list will show the job details (the full address, contact information, any instructions to the driver). The jobs may not be cancelled here. All individual orders will be displayed on this screen and the driver may see the details against all the individual orders separately.

The Driver will click a Start Job button when they start this job i.e. when they depart the previous location.

The driver may then use navigation on the device to guide them to that location. The driver may SMS or phone the contact if a contact telephone number has been provided.

Once arrived at the location, the driver will click Arrive job.

The device will display a summary of total quantity of item types being delivered, per order. A list of all items being delivered on all orders will be shown on the Containers tab. A User Notes tab will also be present to enter any notes the driver likes.

The driver will not leave the cab to scan the items - this is completed by the store's staff. To complete the job on the device, the driver will select each item from the list and select Delivered from the pop-up menu.

Once all items are confirmed as delivered, the device will move to a Signature Capture process, where the driver will be asked to obtain the name and signature of the person signing for the goods.

Once complete, the Job List will be redisplayed, showing any remaining jobs on the list.

When there are no remaining jobs on the list, the driver will be prompted to return to base and enter the Odo reading again.

When this is complete, the device will search for any more work assigned to this driver or vehicle.


Scope

This is using the latest version (v3) of the CALIDUS ePOD application.


Set-up

Server Details

Server name: SHARED-WEB-R
OS: Windows 2012 Standard
IP: 172.183.45.50
RDC User: SHARED-WEB-R \<Own User>
RDC Password: <Own Password>
IIS: Version 8.0.9200.16384

Database

Server name: SHARED-SQLSVR-R
OS: Windows 2012 Standard
IP: 172.184.45.200
RDC User: SHARED-SQLSVR-R\<Own User>
RDC Password: <Own Password>
SQL server: Microsoft SQL Server 2012 - 11.0.5058.0 (X64)

EPOD Installation

Install Files: E:\OBS_Logistics_Install_Files

Application
Admin: C:\Program Files (x86)\OBSLogistics.epod\EPOD_buftst.app
Webservices: C:\Program Files (x86)\OBSLogistics.epod\EPOD_buftst.web
EPOD Data/Logs: E:\EPOD_Data\EPOD_buftst
SQL Server
Data files: E:\SQLServer_Data\buftst
Backup: None

URL

Internal
Admin: http://172.183.45.50:40458/
Webservices: http://172.183.45.50:40459/
External
Admin: http://buffaload-test.calidus-epod.com/
Webservices: http://buffaload-webtest.calidus-epod.com:40458/


Configuration

CALIDUS TMS

Carriers created:

  • BUFELL
  • BUFBRI
  • BUFWIG
  • ASHWIG

All assigned to carrier group "fleet".

Carrier group "fleet" given EPOD Site "BUF".

All drivers (RES_PERSON) set EPOD_USERNAME = ID, and sent to EPOD.

All vehicles (RES_TRACTOR) sent to EPOD.

All reason codes (SCH_REASON_CODE WHERE USAGE = 'ITEM_NON_CON') send to EPOD.

Job for sending tasks to EPOD are enabled and running every 5 minutes.

Parameters:

Parameter Name Value/Description
EPOD_ENROUTE_COLLECTIONS Y (Set trips to En Route)
EPOD_JOB_GROUP_FORMAT CI (Carrier ID)
EPOD_SET_ACTUAL_SIGNATORY_BLANK N
EPOD_SITE_ID_FORMAT CA (Carrier Group EPOD Site, or Carrier ID if Group Site not present)
EPOD_VIEW_POD_URL (Unset - not relevant)
EPOD_WS_ADDRESS http://172.163.45.50:40458/WebServices/DataService/ePOD_DataService2.asmx
EPOD_WS_MESSAGE_FORMAT MODE1
EPOD_WS_PASSWORD TEST
EPOD_WS_USERNAME ADM

Location types (GEO_LOC_TYPE) configured as follows:

LOAD UNLOAD
LOC_TYPE SEND_JOB CONSOL_JOB SEND_DETS JOB_GROUP SEND_JOB CONSOL_JOB SEND_DETS JOB_GROUP
CROSSDOCK Y Y Y Y Y Y
RDC Y Y Y Y Y Y
BRANCH Y Y Y Y Y Y
SUPPLIER N N N Y Y Y
UNDEFINED Y Y Y Y Y Y
STORE Y Y Y Y Y Y
HOME Y Y Y Y Y Y

Configuration against specific locations (GEO_LOCATION) removed (set to NULL)


CALIDUS EPOD

Site BUF created.

Job groups created for each carrier:

  • BUFELL
  • BUFBRI
  • BUFWIG
  • ASHWIG

All Reason Codes, Vehicles and Drivers sent across from CTMS and present.

Generic users created for:

Username Name Password Active Type
ADM OBS Administrator TEST Active Administrator
pda OBS PDA User pda Active PDA Only
PDAADMIN PDAADMIN service Active For access to PDA settings on device
REMOTE REMOTE Mcug9BkLUDIeASUd5Rde Active Remote Access from other systems

All Admin users provided access to all job groups, so they can see all jobs.

XF Configs created for all sites, including new site BUF

Site Settings:

Column Value
EPL_SITE_ID BUF
EPL_DESCRIPTION Buffaload Logistics Ellington
EPL_LOGO (Assigned Logo)
EPL_SERVICE_POD_FORMAT Unassigned
EPL_DELIVERY_POD_FORMAT GenContnr
EPL_COLLECTION_POD_FORMAT GenContnr
EPL_SERVICE_ACTIVITIES N
EPL_SERVICE_PREWORK N
EPL_SERVICE_INFO N
EPL_SERVICE_PRODUCTS N
EPL_SERVICE_MC_REF N
EPL_SERVICE_DIAGNOSIS N
EPL_SERVICE_POSTWORK N
EPL_VEHICLE_CHECK_CONFIG <VEHICLE_CHECK FREQ="1" REQUIRED="N" />
EPL_LAST_CHANGED_DATE 20150729
EPL_LAST_CHANGED_TIME 10544591
EPL_AUTO_COMPLETE_EMAIL N
EPL_AD_HOC_COLLECTION N
EPL_DEL_DRIVER_SIGN N
EPL_COL_DRIVER_SIGN N
EPL_DELIVERY_PAYMENT N
EPL_DOCUMENT_PHOTO N
EPL_XF_CONFIG BUF
EPL_CONTAINER_ONLY N
EPL_PDF_DOCUMENT Y
EPL_SITE_EMAIL
EPL_PDA_DIS_JOB_CODE EPL_JOB_CODE
EPL_LINKED_C_D Y
EPL_METRICS_ENTRY Y
EPL_NOTES Y
EPL_FORCED_ENTRY N
EPL_SYSTEM_TYPE GENERIC
EPL_UPDATE_FUNCTIONS N
EPL_JOB_LIST_CFG <JOB_LIST_CONFIG><FIELD name="EPL_JOB_TYPE" label="T" width="10"/><FIELD name="EPL_CUSTOMER_NAME" label="Customer" width="70"/><FIELD name="EPL_POSTCODE" label="Postcode" width="20"/></JOB_LIST_CONFIG>
EPL_TTM_XREF 1
EPL_SCAN_ERROR_FLAG Y
EPL_IMPORT_CREATE_SD_FLAG Y
EPL_ARRIVAL_FLAG Y
EPL_RESEQUENCE N
EPL_CLAUSE_DELIVERY N
EPL_JOB_STATUS N
EPL_AUTO_GEN_LOAD N
EPL_SERVICE_LEVEL_LISTS N
EPL_ALTERNATE_JOB_DISPLAY N
EPL_CONSOLIDATION Y
EPL_VEHICLE_STOCK_FLAG N
EPL_JOB_TRANSFER_IND 0
EPL_SCAN_AT_VEHICLE_IND 0
EPL_LOAD_PREFIX
EPL_PDA_FULL_ADDRESS_IND 1
EPL_SYSTEM_LOADS_UNIQUE_IND 0
EPL_PROGRAM_ARGUMENT_FLAGS
EPL_NEXT_JOB_FLAG N
EPL_RETURNS_DEPOT_FLAG N
EPL_SCANNING_FLAG N
EPL_AUTOLOGIN_FLAG Y
EPL_ADHOC_ANYTIME_CONFIG
EPL_AUDIT_LOGIN_FLAG N
EPL_VEHICLE_CHECKS_FORMAT Unassigned
EPL_TRAILER_VEHICLE_FLAG N
EPL_AD_HOC_DELIVERY N
EPL_OWNER_OPERATOR N

Job Groups have been configured as follows: Site Settings:

Column Value1 Value2 Value3 Value4
EPL_SITE_ID BUF BUF BUF BUF
EPL_JOB_GROUP ASHWIG BUFBRI BUFELL BUFWIG
EPL_DESCRIPTION ASHWIG BUFBRI BUFELL BUFWIG
EPL_LOGO
EPL_SERVICE_POD_FORMAT
EPL_DELIVERY_POD_FORMAT GenContnr GenContnr GenContnr GenContnr
EPL_COLLECTION_POD_FORMAT GenContnr GenContnr GenContnr GenContnr
EPL_SERVICE_ACTIVITIES N N N N
EPL_SERVICE_PREWORK N N N N
EPL_SERVICE_INFO N N N N
EPL_SERVICE_PRODUCTS N N N N
EPL_SERVICE_MC_REF N N N N
EPL_SERVICE_DIAGNOSIS N N N N
EPL_SERVICE_POSTWORK N N N N
EPL_LAST_CHANGED_DATE 20150729 20150729 20150729 20150729
EPL_LAST_CHANGED_TIME 11012462 11011857 11013268 11014115
EPL_AUTO_COMPLETE_EMAIL N N N N
EPL_AD_HOC_COLLECTION N N N N
EPL_DEL_DRIVER_SIGN N N N N
EPL_COL_DRIVER_SIGN N N N N
EPL_DELIVERY_PAYMENT N N N N
EPL_DOCUMENT_PHOTO N N N N
EPL_XF_CONFIG ASHWIG BUFBRI BUFELL BUFWIG
EPL_CONTAINER_ONLY N N N N
EPL_METRICS_ENTRY N N N N
EPL_NOTES Y Y Y Y
EPL_TNCS
EPL_DEL_CUST_SIGN Y Y Y Y
EPL_COL_CUST_SIGN Y Y Y Y
EPL_SIGN_CHECK_LBL
EPL_TTM_XREF
EPL_JOB_STATUS N N N N
EPL_CONSOLIDATION N N N N
EPL_FORCE_PROD_QTY 0 0 0 0
EPL_COMMENT_PRODUCTS 0 0 0 0
EPL_CANC_IMAGE_REQ 0 0 0 0
EPL_CLAUSE_DELIVERY 0 0 0 0
EPL_SCAN_AT_VEHICLE_IND 0 0 0 0
EPL_AD_HOC_DELIVERY N N N N
EPL_EXCLUSIVE_REASON_CODE N N N N
EPL_PRE_DEL_CUST_SIGN N N N N
EPL_PRE_COL_CUST_SIGN N N N N
EPL_PRE_JOB_TNC_ID 0 0 0 0
EPL_ALLW_DEL_INCOMP_SERVS_IND 0 0 0 0



Appendix A: Document References

A.1 References

Ref NoDocument Title & IDVersionDate
1UG 291094 EPOD Admin User Guide3.016/10/2014
2UG 291097 EPOD Client User Guide4.016/10/2014


A.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.


A.3 Authorised By


Murray Middleton
OBSL Development Manager		_____________________________

Phil Harding
OBSL Project Manager		_____________________________
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