{{{Client}}}

Release Notes

CALIDUS WMS

8th May 2021 - 1.0
Reference: PPatch without the P e.g. 091

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

Log Number: 528318

Summary of Call	Implement an interface for the new Courier system
Detail of Fix	New customer-specific courier development.
Set-up and Configuration	No set-up/configuration required

Log Number: 645189

Summary of Call	Updating radial routing by zone
Detail of Fix	The radial routing code and region for a location will be updated as the location is added to, or deleted from, or made active or inactive, or included in, or excluded from, a zone when the location exists in the range of type 'LOCATION_ID'. The radial route code will be obtained from the stop for the zone which contains the location. This functionality will be active when the system parameter called 'GEO_LOC_RADIAL_ROUTES' is set to 'Y'.
Set-up and Configuration	No set-up/configuration required

Log Number: 653514

Summary of Call	Carbon reporting
Detail of Fix	Add new columns to extracts, changed the source of some of the existing columns
Set-up and Configuration	No set-up/configuration required

Log Number: 672929

Summary of Call	Store OLPN number on order item contents
Detail of Fix	The OLPN number which is received as the 'caseID' will be stored as the description of the item's contents instead of the consolidated order reference.
Set-up and Configuration	No set-up/configuration required

Log Number: 616866

Summary of Call

SCR-CTMS-03557646-06 Attach Exception Reports to the Waterfall screen

Detail of Fix

"The 'Trip Waterfall' screen includes a 'Run Report' option to produce a report. This development is linked to 03557646-05 and 03557646-07.

03557646-05: The user will be able to select multiple records but only to update the status of the trips. 03557646-06: The user will be able to open the 'Export' screen for a trip.

03557646-07: The user will be able to open the 'Planning' screen for a trip."

Set-up and Configuration

No set-up/configuration required

Log Number: 616853

Summary of Call

SCR-CTMS-03557646-05: Multi-select and set ACCEPTED status from Waterfall screen.

Detail of Fix

"The users will be able to select multiple rows to update the status of the trips in the same block. This development is linked to 03557646-06 and 03557646-07.

03557646-05: The user will be able to select multiple records but only to update the status of the trips. 03557646-06: The user will be able to open the 'Export' screen for a trip.

03557646-07: The user will be able to open the 'Planning' screen for a trip."

Set-up and Configuration

No set-up/configuration required

Log Number: 619888

Summary of Call	SCR-CTMS-03557646-08 Add route end time to Route Header screen
Detail of Fix	Added a field Route End Time to the screen Route Detail.
Set-up and Configuration

Log Number: 619949

Summary of Call	SCR-CTMS-03557646-09 Add route end time to ORS report on routes
Detail of Fix	Includes the 'Route End' time to the 'FIX_ROUTE' ORS report.
Set-up and Configuration	No set-up/configuration required

Log Number: 616907

Summary of Call	SCR-CTMS-03557646-03 Specific data reports, summing Tyres only
Detail of Fix	A new extract called RUN_FROM_WATERFALL is being added to the package.
Set-up and Configuration	No set-up/configuration required

Log Number: 645362

Summary of Call	SCR-CTMS-03557646-25-Customer Onboarding - Do not overwrite load/unload rates
Detail of Fix	A new system parameter "DO_NOT_UPDATE_LOAD_RATES" can be set to Y to retain existing values for loading and unloading rates for a location in the customer import procedure.
Set-up and Configuration	No set-up/configuration required

Log Number: 616827

Summary of Call	SCR-CTMS-03557646-04 Transfer Order - Trip Lookup to show route
Detail of Fix	Added new fields to the lookup of transfer order, to aid finding correct trip.
Set-up and Configuration

Log Number: 645350

Summary of Call	SCR-CTMS-03557646-10 Planning: Support changing stops against a trip created from schedule engine.
Detail of Fix	Scheduling Engine changes for both 645350 and 619205.
Set-up and Configuration	No set-up/configuration required

Log Number: 620870

Summary of Call	SCR-CTMS-669852-08-PSD PDF Label Format
Detail of Fix	New PSD pdf report
Set-up and Configuration	No set-up/configuration required

Log Number: 620899

Summary of Call	SCR-CTMS-669852-67-Maintain Original Delivery Type against an order.
Detail of Fix	Record the Original Delivery Type of the orders
Set-up and Configuration	No set-up/configuration required

Log Number: 620889

Summary of Call	SCR-CTMS-669852-56-Search orders by postcode or partial postal strings
Detail of Fix	Added filtering by post code to the orders screen
Set-up and Configuration	No set-up/configuration required

Log Number: 620890

Summary of Call	SCR-CTMS-669852-57-Prompt for and store reason for changing order delivery dates and times.
Detail of Fix	"Force entry of a Non Conformance record if dates have changed and the NON_CON_DEL_DATES system parameter is set to Y."
Set-up and Configuration

Log Number: 620883

Summary of Call	SCR-CTMS-669852-48-Send email/SMS at a defined time the day before
Detail of Fix	New development for Day Before email messages
Set-up and Configuration	No set-up/configuration required

Log Number: 620919

Summary of Call	SCR-PORTAL-669852-62-Display additional order references
Detail of Fix	Remove certain order references from the xml export Ord messages
Set-up and Configuration	No set-up/configuration required

Log Number: 620873

Summary of Call	SCR-CTMS-669852-11-Order import processes to only match locations based on Name/Address 1/Postcode.
Detail of Fix	A new system parameter 'LIMIT_ADDRESS_MATCH' is created, this parameter will then be used in all order imports both CSV and XML to only use the following fields when matching an address: Address Lines 1-2 Postcode The address line 1, address line 2 and the postcode will be used to select an existing location to use for the order when the system parameter 'IMP_FULL_LOC_ADDR_MATCH' is not set to 'Y'.
Set-up and Configuration	No set-up/configuration required

Log Number: 616806

Summary of Call	SCR-CTMS-03557646-19 Allow lookup of route numbers in Planning screen
Detail of Fix	A new system parameter was created called 'LOOKUP_FOR_ROUTE_CODES'. When set to 'Y', it will cause a new route look-up button to appear in the PLANNING screen (beside the 'Route Code' field).
Set-up and Configuration	No set-up/configuration required

Log Number: 645359

Summary of Call	SCR-CTMS-03557646-11/22-Depot Sweep
Detail of Fix	Added depot_sweep, find_route etc.
Set-up and Configuration	No set-up/configuration required

Log Number: 620914

Summary of Call	SCR-PORTAL-669852-14-Allow update of client orders entered through Portal.
Detail of Fix	"Includes a function to validate the order in Portal. Linked to 669852-100 for the ZPL labels."
Set-up and Configuration	No set-up/configuration required

Log Number: 645363

Summary of Call	SCR-CTMS-03557646-26-Rebooking modifications
Detail of Fix	New rebooking code created
Set-up and Configuration	No set-up/configuration required

Log Number: 645360

Summary of Call	SCR-CTMS-03557646-23-Add Reset Auto-Scheduling and Carry Forward options to Planning screen.
Detail of Fix	Added Reset Auto-Scheduling and Carry Forward menu options to the Planning screen. Access to this new functionality is controlled by the new system parameter 'RESET_MANUAL_SCHEDULE' via a Y/N value setting. When active, the pop-up menu for orders at a stop will now include the new "Carry Forward" menu option. The "Reset Auto Scheduling" and "Carry Forward" options will be added to the popup menu on the order well. The "Move to Schedule" option in the popup menu of the order well will now in addition to the schedule movement, change the manual schedule flag on the selected orders to allow the orders to be replanned automatically. Note: when carrying forward, a pop-up of routes is displayed (and selected via clicking the desired row/route). The tester should refer to the data presented in the pop-up to reconcile the effects of the update. Order changes are recorded in the auditing information provided for orders.
Set-up and Configuration	No set-up/configuration required

Log Number: 645364

Summary of Call	SCR-CTMS-03557646-18-configurable modules (location kept on, orders switched off.
Detail of Fix	New development for the Paragon interface package
Set-up and Configuration	No set-up/configuration required

Log Number: 620915

Summary of Call	SCR-CTMS-669852-52 - PSD ZPL Label Print
Detail of Fix	PSD label development.
Set-up and Configuration	No set-up/configuration required

Log Number: 620892

Summary of Call	SCR-CTMS-669852-5A-Offer service levels by day of the week, customer and postal string (zone)
Detail of Fix	Various changes to determine the next working day.
Set-up and Configuration

Log Number: 664597

Summary of Call	Prod-CTMS-669852-100
Detail of Fix	Produce PSD labels from Portal passing in items array etc.
Set-up and Configuration	No set-up/configuration required

Log Number: 620871

Summary of Call	SCR-CTMS-669852-10-Modifications to Order Import CSV
Detail of Fix	Various changes to Order Import to split orders into Collections and Deliveries etc.
Set-up and Configuration	No set-up/configuration required

Log Number: 645357

Summary of Call	SCR-CTMS-03557646-21-Non-working days changes
Detail of Fix	Changes to allow the capture, update and use of non working days
Set-up and Configuration	No set-up/configuration required

Log Number: 666361

Summary of Call	New Customer - pre-advised packing process
Detail of Fix	Development of new process for tracing references for new customer
Set-up and Configuration	No set-up/configuration required

Log Number: 484373

Summary of Call	Flexipod-CTMS Integration -SCR-CTMS-03557646-12
Detail of Fix	Flexipod/APOD integration with CTMS.
Set-up and Configuration	No set-up/configuration required

Log Number: 620891

Summary of Call	SCR-CTMS-669852-58-Signature/Signatory details from FlexiPOD to-and TTM.
Detail of Fix	The signature and the signatory details will be obtained from APOD and they will be stored in CTMS and passed to Portal TTM and included in the TIMI interface.
Set-up and Configuration	No set-up/configuration required

Log Number: 620535

Summary of Call	SCR-CTMS-03557646-13 Get price on orders TS 3.5
Detail of Fix	The total price of the order and the items can be set to send as attributes to APOD.
Set-up and Configuration	No set-up/configuration required

Log Number: 645356

Summary of Call	SCR-CTMS-APOD-03557646-20-Electronic waste transfer note
Detail of Fix	"The locations can be imported via the API process to include references for the Permit Number for the delivering depot, the Licence Number for the delivering depot, the Unitary Authority for the delivery location. The drop attributes for APOD can include the location references for the Permit Number for the delivering depot, the Licence Number for the delivering depot, the Unitary Authority for the delivery location, and the SIC Code for the customer of the order."
Set-up and Configuration	No set-up/configuration required

Log Number: 620918

Summary of Call	SCR-PORTAL-669852-58A-APOD POD Upload
Detail of Fix	A new section for to include the JobReportName from APOD can be sent to Portal.
Set-up and Configuration	No set-up/configuration required

Log Number: 710139

Summary of Call	WREQ0117439 - Additional Requirements to Carbon Emissions Report - OMS ref
Detail of Fix	OMS ref added to Order movements extract
Set-up and Configuration	No set-up/configuration required

Log Number: 620876

Summary of Call	SCR-CTMS-669852-20-Quarantine process changes - Reason Codes
Detail of Fix	Changed screens to display QUAR action type view has been changed under SCR-19
Set-up and Configuration	No set-up/configuration required

Log Number: 715776

Summary of Call	Amendments to new customer packing process
Detail of Fix	Code updated to use EDI parameter to control functionality
Set-up and Configuration	No set-up/configuration required

Log Number: 620894

Summary of Call	SCR-CTMS-669852-60-Automatic rebooking
Detail of Fix	Rebook orders by item
Set-up and Configuration

Log Number: 620869

Summary of Call	SCR-CTMS-669852-02-Owning Depot Assignment by specific postcode/postal string
Detail of Fix	Changes completed to allow zones to be used as postal regions for an address
Set-up and Configuration	No set-up/configuration required

Log Number: 696380

Summary of Call	Update to Order Interface
Detail of Fix	Despatched qty updated during import
Set-up and Configuration	No set-up/configuration required

Log Number: 620900

Summary of Call	SCR-CTMS-669852-68-Manual Rebook Extract
Detail of Fix	A new "Rebook Required" report has been added to the Oracle reporting suite. Changes were made to the Orders (wide) screen (and supporting database scripts were created).
Set-up and Configuration	No set-up/configuration required

Log Number: 620880

Summary of Call	SCR-CTMS-669852-25-Add Quarantine Items export to the configurable Reporting Suite.
Detail of Fix	Added Quarantine Items export ("QUAR_ITEMS") to the configurable Reporting Suite.
Set-up and Configuration	No set-up/configuration required

Log Number: 715202

Summary of Call	APOD results
Detail of Fix	Includes UpdateManifests API method.
Set-up and Configuration	No set-up/configuration required

Log Number: 620898

Summary of Call	SCR-CTMS-669852-65-Modify Scheduling Engine
Detail of Fix	Scheduling engine updated to accommodate new functionality
Set-up and Configuration	No set-up/configuration required

Log Number: 710179

Summary of Call	SCR-CTMS-03557646-13 Get price on orders TS 3.5
Detail of Fix	The total price of the order and the items can be set to send as attributes to APOD.
Set-up and Configuration	No set-up/configuration required

Log Number: 729244

Summary of Call	CR - Reference Fields - 04262871
Detail of Fix	The 'Booking Ref' and the 'Del Point Ref' fields can be edited in the 'Wide Orders' screen when the 'Fast Order Entry' functionality is active.
Set-up and Configuration	No set-up/configuration required

Log Number: 04262871

Summary of Call	CR - Reference Fields - 04262871
Detail of Fix	The 'Booking Ref' and the 'Del Point Ref' fields can be edited in the 'Orders' and the 'Wide Orders' screens when the 'Fast Order Entry' functionality is active.
Set-up and Configuration	No set-up/configuration required

Log Number: 725398

Summary of Call	Various changes to the APOD interface
Detail of Fix	Enables UpdateManifests to create and update manifests as per Route Execution.
Set-up and Configuration	No set-up/configuration required

Log Number: 620913

Summary of Call	620913 SCR-PORTAL-669852-06-Portal Order Entry - extend service level selection and validation by customer/address/zone
Detail of Fix	The dependent service levels are listed for selection by the user for the order in Portal.
Set-up and Configuration	No set-up/configuration required

Log Number: 655161

Summary of Call	CR - Implement an interface between TMS and Courier system
Detail of Fix	Further changes for customer carrier interface
Set-up and Configuration	No set-up/configuration required

Log Number: 739079

Summary of Call	Implement an interface between TMS and the Courier system
Detail of Fix	Changes for the customer carrier interface
Set-up and Configuration

Log Number: 620897

Summary of Call	SCR-CTMS-669852-64-Paragon interface changes
Detail of Fix	New data and package created or paragon requirements
Set-up and Configuration	No set-up/configuration required

Log Number: 620865

Summary of Call	PROD-CTMS-669852-97-Do not send trips to Portal TTM at Tendered status
Detail of Fix	A new system parameter LOTS_SEND_TENDERED has been created to control this new functionality. Trigger points which currently check the status of a trip have been amended to check the new system parameter and they will not send any messages to LOTS if the parameter is inactive (i.e. where the setting value = "N"). The default setting is now "Y" (differs to the original requirement) to avoid stopping data being sent until it is specifically requested to be inhibited).
Set-up and Configuration	No set-up/configuration required

Log Number: 620903

Summary of Call	SCR-MCS-669852-15-Changes to Pallet Building
Detail of Fix	"Various changes for MCS. This log includes MCS SCR-15, SCR-17, SCR-19, SCR-26 and SCR-28. Also BUG FIX SCR-101. "
Set-up and Configuration

Log Number: 620878

Summary of Call	SCR-CTMS-669852-23-Interface quarantine status for items out on delivery
Detail of Fix	"The attributes for APOD will be created in the databases and they will need to be confirmed with Paragon. The attributes for the items will include a status to indicate if the item is on hold in quarantine or not."
Set-up and Configuration

Log Number: 620877

Summary of Call	SCR-CTMS-669852-21-Quarantine Admin process
Detail of Fix	Admin process created
Set-up and Configuration

Log Number: 620885

Summary of Call	SCR-CTMS-669852-55-Bespoke TIMI tracking export process
Detail of Fix	"The new system parameter that is called 'TIMI_EXTRACT' can be set to 'Y' so that data will be extracted for a file to send to the TIMI system. New import decodes will need to be created for 'TIMI_TRACKING_REASON' which will be used to map the reason codes that are used for the items for the events in Calidus to the tracking codes that are used in TIMI."
Set-up and Configuration

Log Number: 744791

Summary of Call	Alerts - APOD Prod
Detail of Fix	Trips that are DELETED will only be sent to APOD when they have been ACCEPTED.
Set-up and Configuration

Log Number: 746699

Summary of Call	Loginext carrier interface updates
Detail of Fix	Changes made to interface after testing
Set-up and Configuration

Log Number: 620896

Summary of Call	SCR-CTMS-669852-61-Location opening windows
Detail of Fix	Import/Export functionally changed to handle multiple time windows. Default time windows are created (if none are supplied in the XML) when the new system parameter "MULTI_LOC_WINDOWS" is active i.e. set to "Y".
Set-up and Configuration

Log Number: 723304

Summary of Call	Amendments to LFE carrier POD update
Detail of Fix	The CARPOD process for LFE will ensure that the pre-packed orders can be identified by matching the HAWB to the customer’s reference.
Set-up and Configuration

Log Number: 751795

Summary of Call	Customer courier interface changes
Detail of Fix	Changes to planning screen and interface after UAT
Set-up and Configuration

Log Number: 752036

Summary of Call	Customer courier interface changes
Detail of Fix	Changes to planning screen and interface after UAT
Set-up and Configuration

Log Number: 752710

Summary of Call	Customer Labels
Detail of Fix	Fixed label print issues
Set-up and Configuration	No set-up/configuration required

Log Number: 620884

Summary of Call	SCR-CTMS-669852-54A-New Reporting Suite formats for Portal Client Reports.
Detail of Fix	New reports created
Set-up and Configuration	No set-up/configuration required

Log Number: 753435

Summary of Call	Courier interface changes
Detail of Fix	Changes made to warn user about adding new stops after a trip has been sent to Loignext, and to allow trips to plan correctly using the Loginext carriers
Set-up and Configuration	No set-up/configuration required

Log Number: 755681

Apply to Stops Insert Stop Create Pickup Create Delivery"

Summary of Call	Prevent any stops being added to a Loginext trip at TENDERED status
Detail of Fix
Set-up and Configuration	No set-up/configuration required

Log Number: 756076

Summary of Call	Use owning depot
Detail of Fix	Messages updated to use owning depot
Set-up and Configuration	No set-up/configuration required

Log Number: 760727

Summary of Call	Remove BST hour from dates sent to LogiNext
Detail of Fix	Added a function to amend dates
Set-up and Configuration	No set-up/configuration required

Log Number: 765489

Summary of Call	Align APOD
Detail of Fix	Includes changes from the branched versions for v1.9
Set-up and Configuration	No set-up/configuration required

Log Number: 620908

Summary of Call	SCR-MCS-669852-69-Despatch Confirmation to move entire order if scanned to new trip
Detail of Fix	New development to move orders in Mcs despatch.
Set-up and Configuration	No set-up/configuration required

Log Number: 620872

Summary of Call	SCR-CTMS-669852-10A-Allow Configurable CSV imports to be run automatically.
Detail of Fix	Allow Configurable CSV imports to be run automatically - without reprocess option
Set-up and Configuration	No set-up/configuration required

Log Number: 764220

Summary of Call	Trip Start Webhook Required
Detail of Fix	Added new trip start webhook
Set-up and Configuration	No set-up/configuration required

Log Number: 769731

Summary of Call	Error correction section of SCR-10A
Detail of Fix	"769731 is the pending functionalities in 620872(Automatic EDI FLOW). This covers Error correction and reprocess. After automatic EDI import, user can correct the errors and reprocess the records via Interface Error screen -> CSV IMPORTS Tab. "
Set-up and Configuration	No set-up/configuration required

Log Number: 778740

Summary of Call	Customer UPS API Changes
Detail of Fix	Development of new values in ORS reporting extracts, changes to send carrier ref to TTM , changes to allow search by carrier ref in the orders screen.
Set-up and Configuration	No set-up/configuration required

Log Number: 791073

Summary of Call	Add Tracking Ref to CN Trip and Order Detail Report
Detail of Fix	CN trip and order extract updated to include tracking references
Set-up and Configuration	No set-up/configuration required

Log Number: 736611

Summary of Call	Implement an interface between TMS and the new Courier system
Detail of Fix	Changes for the customer Loginext carrier interface
Set-up and Configuration	No set-up/configuration required

SUPPORT INCIDENTS

Customer Ref:

OBS Log Number:	Reporter:
Summary of Call
Detail of Fix
Set-up and Configuration	No set-up/configuration required

TID CHANGES

OBS Log Number:

Cust Ref:	Reporter:
Summary of Call
Detail of Fix
Set-up and Configuration

PRODUCT DEVELOPMENT