PATCH WMS P043

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CALIDUS WMS

Release Notes

CALIDUS WMS

7th Dec 2022 - 1.0
Reference: P043











































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


DEVELOPMENT

Aptean Log Number: 01945700

Summary of Call Oubound EDI Development
Detail of Fix Create JLO format despatch note, as per customer requirement.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 01974684

Summary of Call CR-5 Stock Snapshot
Detail of Fix Created new CEN format pallet level stock snapshot.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02060990

Summary of Call INVRPT - Stock Balances
Detail of Fix Create new MON format EDIFACT format stock snapshot.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02118402

Summary of Call Despatch Note update
Detail of Fix Created new BR3 format despatch note.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02234492

Summary of Call EDI Development
Detail of Fix JLO EDI Despatch Flow Changes

Create new 'simplified' outbound JLO despatch message – controlled by new 'JDRC' (JLO Despatch Rotation Control) owner level rule.

Set-up and Configuration
New Parameters
Parameter Name Config Level Setting Value Result
JDRC Owner Y Run new 'Simplified' version of JLO report
JLO Despatch Rotation Control Owner Any other value Run standard JLO report


Aptean Log Number: 00364376

Summary of Call Change to 02234492 - JLO EDI Despatch Flow Changes development
Detail of Fix Amend JLO format despatch message, so that hardcoded batch reference now reads upper-case 'BATCH' rather than the previously requested title-case 'Batch'.
Set-up and Configuration No set-up/configuration required


BUGS

Aptean Log Number: 02065193

Summary of Call Despatch confirmation - held figures
Detail of Fix Ensure that hold values on WLE updated correctly.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 01943367

Summary of Call Pallet Exchange failing
Detail of Fix Add new REPE (RF Exteded Pallet Exchange) rule to handle exchanges with different sell by dates.
Set-up and Configuration
New Parameters
Parameter Name Config Level Setting Value Result
REPE Onwer Y When checking for existing hold records, exclude '79'.
RF Exteded Pallet Exchange - N or not set No change in functionality


Aptean Log Number: 02071094

Summary of Call Pallets showing as allocated
Detail of Fix Ensure users cannot change pallet id if pallet already marked as allocated.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02071091

Summary of Call Allocation - warehouse rules
Detail of Fix Ensure global 'rule' variables are reset before each run, to ensure old values are not passed to the next record.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02064496

Summary of Call Hold / Release EDI
Detail of Fix Add new validation to stop users amending pallets that are currently being in the RF pallet exchange process.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02065945

Summary of Call Order Entry
Detail of Fix Fixed issue when user tries to delete detail line when the order quantity value is invalid.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02118327

Summary of Call Report WHR1900_GSK
Detail of Fix Increase the 'gift message' to 150 characters displayed and stop error if more text than that provided in EDI file
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 00287874

Summary of Call Issue with line type 3
Detail of Fix Amend Line Type 3 (allocate by rotation) functionality to allow users to manually select pallets held under an 'allocatable' hold reason code.

Ensure users don't get 'insufficient stock in the warehouse' error when multiple stock codes are used in an order.

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 00298705

Summary of Call Anomalies in entry of sales order lines including held pallets
Detail of Fix Screen navigation issues fixed when user has the AHSO (Allocate Held Stock) rule set to C

Also fix issue with duplicate replenishment reports being run when user does not have the RDT flag enabled for an owner.

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02117689

Summary of Call Order Entry
Detail of Fix Ensure that line prices correctly calculated.

Suppress duplicate error message when order units exceed allowed qty.

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02068357

Summary of Call Despatch confirmation - not updating fully
Detail of Fix Added new despatch messages for when EDPL (Extended Despatch Logging) is set to yes.

No changes to functionality.

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02119948

Summary of Call RF Pick Confirmation
Detail of Fix Added new ERPL (Extended RF Picking Logging) rule.

If set, extra debug messages will be written.

No other change in functionality

Set-up and Configuration
New Parameters
Parameter Name Config Level Setting Value Result
ERPL Owner Y Extra WCS Exception audit record written
Extended RF Pick Conf Logging - Any other value / not set No change of functionality


Aptean Log Number: 02126539

Summary of Call Order Entry
Detail of Fix Fix navigation and 'balance' calculation issues.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02110191

Summary of Call Order cancellation
Detail of Fix Amend order cancellation process, so if record lock occurs, process will now roll back all updated data, rather than exiting with orphan records created.

Amend process so all record updates are now handled the same, so a record lock on any record to be updated will roll-back the whole 'cancellation' update

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02112600

Summary of Call Pallet Exchange - items held on reason 79
Detail of Fix Fix issue with invalid "Old and new pallets have different batch - but rule RXDB set to Y" message being displayed.

Also ensure that hold message are displayed correctly

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02134374

Summary of Call RF Pick Confirmation
Detail of Fix When AHSO (Allocate Held Stock) rule set to C, do not allow users to release held pallets which have been allocated.

This is to stop users from removing 'old' reason codes and applying different reason codes to the pallet than were entered against the order.

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02128384

Summary of Call Invoicing - Base Picks
Detail of Fix Do not recalculate 'total charge' for zero rated 'BASE PICK's

Change done to WHS0168 (Detail Handling Charges)

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02141012

Summary of Call INC46168618 Cancelling at status 6 error
Detail of Fix Rework order cancellation process, so that picked orders (status 6) can be cancelled.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 00338500

Summary of Call Change to log 01911798
Detail of Fix A new warehouse level rule EGDP (EDI GRMK display Pallet Type) has been added.

If the rule is set to Yes, then the Pallet Type field added to the R002 segment against log 01911798 will be retained.

If the rule is not set, or set to any other value, then the Pallet Type field will be suppressed.

A script is added to populate the new rule for customer.

For all other owners, this rule will not be set.

Set-up and Configuration
New Parameters
Parameter Name Config Level Setting Value Result
EGDP Warehouse Id Y Pallet Type field added in version 4.69 (log 01911798) is retained in R002 segment
EDI GRMK display Pallet Type Warehouse Id Not Set or any other value Pallet Type field is suppressed in R002 segment


Aptean Log Number: 02148661

Summary of Call PU0 pallets lost hold reason codes
Detail of Fix When owner rule AHSO (Allocate Held Stock) is set to C, if an order is short despatched, do not automatically remove the held record off the residual stock left.

This will mean the stock is held with both the 'original' manually entered reason code as well as the '85' (short despatch) reason code.

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02164676

Summary of Call Despatch confirmation
Detail of Fix Set full customer reference on SALE journals
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 00341351

Summary of Call Change to BR3 format despatch note
Detail of Fix Make 'LogoFile_WHR1900_BR3' system registry owner level rather than company level, so report can show different customer logos.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02164887

Summary of Call PDP - Packing message missing a segment
Detail of Fix Add WMS fix to handle portal issue when user presses 'Pack All' button, ensuring 'Line No' and 'Packed Quantity' are populated.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02137941

Summary of Call Hold / Release EDI
Detail of Fix Change locking logic so process rolls back if WLE Held Stock record is locked when trying to delete it.

Ensure process does not try to insert WLE Held Stock record if one exists.

Write Debug Log record for locking errors as these do not get cleared down.

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02157898

Summary of Call Pick Confirmation error
Detail of Fix Fix issue where to_deliver_cases and to_deliver_units are shown as zero

Ensure that RF pick confirmation updates pallet and held information correctly

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02240118

Summary of Call Manual goods receipt confirmation
Detail of Fix Add new proc iajd_resequence. Manually created hold records will be resequenced after REC and awaiting putaway HOLD records.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02169081

Summary of Call Moving Held Stock
Detail of Fix Fix issues with held stock for both pallet and stock moves.

Ensure user able to do pallet move to consolidate pallets when stock is held.

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 00357075

Summary of Call Journal Creation
Detail of Fix Add new proc iajd_resequence. Manually created hold records will be resequenced after REC and awaiting putaway HOLD records.

Also update TMP_EDI_OUT_CONTROL to keep table in line with audit table.

Amend journal resequencing. Ensure IAJD records written in REC, HOLD (system), HOLD (manual) sequence.

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02268020

Summary of Call Allocation of held stock
Detail of Fix Amend line type 4 functionality, so a pallet is held by multiple reason code, it will not be selected.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02122770

Summary of Call Despatch confirmation - more than one line is shorted at despatch.
Detail of Fix Amend despatch processing to manage multiple lines being downdated in the despatch screen.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 02124369

Summary of Call Change of ownership screen
Detail of Fix Ensure pallet dates are retained when changing owner 
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 00297777

Summary of Call Stock Move Error
Detail of Fix When ARRR rule (Allocation Replen Rotation Reset) is set and the pallet is held, ensure WLE Held Stock rotation no is populated correct.
Set-up and Configuration No set-up/configuration required


Aptean Log Number: 00328606

Summary of Call Issue with picking kit item
Detail of Fix For component SKUs, pass add new product type parameter.

This will ensure that component stock codes have the same product type as the master kit item.

Set-up and Configuration No set-up/configuration required


Aptean Log Number: 00347197

Summary of Call EDI HOLD Tracking figures
Detail of Fix Fix issue with successful trans qty.
Set-up and Configuration No set-up/configuration required



INCIDENTS

Aptean Log Number: 02064359

Summary of Call GRN Not calculating automatic charges
Detail of Fix Ensure palletised auto charges generated.

Ensure GRN returns pallet records are handled by the rent process and are updated correctly

Ensure Change of Ownership process does not blank out rent paid upto date, if set.

Set-up and Configuration No set-up/configuration required



PRODUCT DEVELOPMENT

Aptean Log Number: 00264025

Summary of Call Unhandled exceptional error in Supplier Wizard screen
Detail of Fix Uses the ledger code of the supplier in the Supplier Wizard screen for the supplier address.
Set-up and Configuration No set-up/configuration required



MODULES DELIVERED

Module Name Version No Description Log Number
AT_STK_STOCKIST_01974684.sql 4.1 Data Script 01974684
CSS0290.fmx 4.9 Sales Kit Maintenance 00328606
CT_EDI_SBC_SEQ_01974684.sql 4.1 Data Script 01974684
CT_EDI_STOCK_BALANCE_CEN_01974684.sql 4.1 Data Script 01974684
CT_GT_CONTROL_NUM_RESEQ.sql 4.1 Data Script 00357075
DATA_DYNAMIC_MESSAGES_00298705.sql 4.1 Data Script 00298705
DATA_DYNAMIC_MESSAGES_02064496.sql 4.1 Data Script 02064496
DATA_DYNAMIC_MESSAGES_02065945.sql 4.1 Data Script 02065945
DATA_DYNAMIC_MESSAGES_02071094.sql 4.1 Data Script 02071094
DATA_DYNAMIC_MESSAGES_02110191.sql 4.1 Data Script 02110191
DATA_ML_CAPTIONS_02118402.sql 4.1 Data Script 02118402
DATA_SYSTEM_REGISTRY_00341351.sql 4.1 Data Script 00341351
DATA_SYSTEM_REGISTRY_02118402.sql 4.1 Data Script 02118402
DATA_WAREHOUSE_RULES_00338500.sql 4.1 Data Script 00338500
DATA_WAREHOUSE_RULES_01943367.sql 4.1 Data Script 01943367
DATA_WAREHOUSE_RULES_02119948.sql 4.1 Data Script 02119948
DATA_WAREHOUSE_RULES_02234492.sql 4.2 Data Script 02234492
DATA_WAREHOUSE_RULES_CONTROL_00338500.sql 4.1 Data Script 00338500
DATA_WAREHOUSE_RULES_CONTROL_01943367.sql 4.1 Data Script 01943367
DATA_WAREHOUSE_RULES_CONTROL_02119948.sql 4.1 Data Script 02119948
DATA_WAREHOUSE_RULES_CONTROL_02234492.sql 4.1 Data Script 02234492
DATA_WMS_TRANSLATIONS_02060990.sql 4.2 Data Script 02060990
DP_DESPATCH.sql 4.113 Despatch Confirmation Package 1 02065193
DP_DESPATCH.sql 4.114 Despatch Confirmation Package 1 02122770
DP_DESPATCH.sql 4.115 Despatch Confirmation Package 1 02068357
DP_DESPATCH.sql 4.116 Despatch Confirmation Package 1 02148661
DP_DESPATCH.sql 4.117 Despatch Confirmation Package 1 02164676
DP_EDIGEN_HOLD_LOAD.sql 4.11 EDI Inbound hold load process 00347197
DP_EDIGEN_HOLD_VAL.sql 4.29 EDI Inbound Holds Validation Package 02064496
DP_EDIGEN_HOLD_VAL.sql 4.30 EDI Inbound Holds Validation Package 02137941
DP_EDIGEN_OUT_PDP_CONF.sql 4.160 Outbound EDI Generation 01945700
DP_EDIGEN_OUT_PDP_CONF.sql 4.161 Outbound EDI Generation 02234492
DP_EDIGEN_OUT_PDP_CONF.sql 4.162 Outbound EDI Generation 00364376
DP_EDIGEN_OUT_RECEIPT_CONFIRM.sql 4.70 Receipt conf outbound file creation 00338500
DP_EDIGEN_OUT_ST_BAL.sql 4.98 STK balance flat file package 01974684
DP_EDIGEN_OUT_ST_BAL.sql 4.99 STK balance flat file package 02060990
DP_PICK_CONF_1.sql 4.82 Pick Confirmation Database Package 1 02110191
DP_PICK_CONF_1.sql 4.83 Pick Confirmation Database Package 1 02141012
DP_PORTAL.sql 4.29 Portal Package 02164887
DP_RDT_PICK_CONF.sql 4.134 RDT Pick Confirmation 02071091
DP_RDT_PICK_CONF.sql 4.135 RDT Pick Confirmation 02119948
DP_RDT_PICK_CONF.sql 4.137 RDT Pick Confirmation 02157898
DP_RDT_STKENQ.sql 4.38 RDT Stock Enquiry processing 01943367
DP_RDT_STKENQ.sql 4.39 RDT Stock Enquiry processing 02112600
DP_SOP_01.sql 4.10 Sales Order Detail db package 00287874
DP_SOP_01.sql 4.11 Sales Order Detail db package 00298705
DP_UPM_RENT.sql 4.33 Package to generate rent charges 02064359
DP_UPM_WHS_CHARGE.sql 4.32 Invoice Charges Procedure 02064359
DP_WHS0150.sql 4.54 Goods Receipt Confirmation 02240118
DP_WHS0150.sql 4.56 Goods Receipt Confirmation 00357075
DP_WMS_ALLOC.sql 4.203 Allocation Procedure 02071091
DP_WMS_ALLOC.sql 4.204 Allocation Procedure 00297777
SOS1017.fmx 4.4 Stock Code locator 00328606
SOS1110.fmx 4.153 Sales Order Entry 00298705
SOS1112.fmx 4.10 Credit Card Details 02268020
SOS1117.fmx 4.100 Sales Order Detail Lines 00287874
SOS1117.fmx 4.102 Sales Order Detail Lines 00298705
SOS1117.fmx 4.103 Sales Order Detail Lines 02268020
SOS1270.fmx 4.10 Change Order Status 00287874
SOS7000.fmx 4.69 Simple Order Entry 02065945
SOS7000.fmx 4.74 Simple Order Entry 02117689
SOS7000.fmx 4.76 Simple Order Entry 02126539
WHR1900_BR3.rdf 4.1 BR3 format despatch note 02118402
WHR1900_BR3.rdf 4.2 BR3 format despatch note 00341351
WHR1900_GSK.rdf 4.15 GSK format despatch note 02118327
WHS0168.fmx 4.29 Alternate Handling Charges 02128384
WHS0700.fmx 4.73 Warehouse Movements 02169081
WHS1710A.fmx 4.103 Pick List Confirmation 02071094
WHS1714.fmx 4.137 Pick Confirmation 02110191
WHS1714.fmx 4.138 Pick Confirmation 02141012
WHS2050.fmx 4.52 Hold / Release Stock 02134374
WHS2053.fmx 4.10 Change Ownership of Stock 02124369
WHS2053.fmx 4.9 Change Ownership of Stock 02064359
WHS2054.fmx 4.14 Change of Ownership of Stock 02064359
WHSORA045.fmx 4.10 Supplier Wizard 00264025


ADDITIONAL CHANGES

WCS

There are no WCS changes required.


EPOD/T2A

There are no ePOD/T2A changes required.


MCS

There are no MCS changes required.


PORTAL/TTM

There are no Portal changes required.


EDI

There are no EDI changes required.


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