Partnerlink

Job Group Level Clausing

CALIDUS EPOD

31th March 2015 - 0.1
Reference: FS 318572

Functional Overview

Client Requirement

New Clausing Requirement: 1. Clausing Reason Codes to be used on all job groups (applicable only to Palletforce currently as per log 314964)

2. Separate Reason codes will apply for 3 different Job Groups

a Palletforce (Palletforce or other Pallet Network codes only)

b Partnerlink (Delivery for a different Partner - Partnerlink agreed codes to be used only)

c Partner (Owned and executed jobs to use own set of codes that link back to the Partner TMS).

3. Import change, need to split Partnerlink and Owned&executed jobs.

4. Can the TAB on the signature capture screen be changed from "Pallets" to "Clause".

Solution Overview

The CALIDUS ePOD system will be modified as follows:

The Reason Codes Maintenance screen will be modified to allow the users to maintain the Group for which the code entered is valid - this may be left blank to indicate codes that may be used for all jobs. A new flag against each reason code will indicate whether this reason code is partner-specific or generic.

Note: Reason codes themselves must still be unique to the system - a reason code must not exist for the Palletforce job group and also for the Partners job group or Partnerlink reason codes.

The Site maintenance screen will be modified to add a new configuration flag to control whether the system should check if there are different reason codes for owners and operators. This will be set up enabled for Partnerlink's system.

The Job Group maintenance screen will be modified to add a new configuration flag to control whether reason codes for this Job Group are exclusive i.e. no generic Partnerlink codes may be used for jobs of this Job Group, only ones that have been specifically assigned to the Job Group. It is expected that the Pallet Network (for example Palletforce) job group will have this set. It is also possible that other Partner job groups will have this enabled, in case it is decided that the generic Partnerlink codes may not be used for jobs that are owned and operated by the same partner. In the examples contained in this estimate, I have assumed that the Partner Job Codes will allow the use of the generic codes as well as specific codes, although this configuration may be changed at any time.

These new flags and Reason codes fields will be sent to the Android PDA application.

When prompting for Clause Reason Codes at job confirmation, the device will check the settings to decide which clause reason codes to display:

If this is a Palletforce job (i.e. in the Palletforce Job Group), the device will show only Palletforce clause reason codes.
If this is a job owned and operated by the same partner, the device will show all generic Partnerlink clause reason codes, and also all clause reason codes specific to that partner.
If this job is being operated on behalf of a different partner, the device will show only the generic Partnerlink clause reason codes.

Note: All other reason codes (e.g. cancellation reason codes) will be unaffected by this change.

The signature screen will be modified so that the title of the current Pallets tab will be displayed as "Clause" instead, only for the Partnerlink style.

Scope

This change will be made to the latest version of the CALIDUS EPOD system only.

Set-up

Pre-requisites

A working implementation of the CALIDUS EPOD system.

Menu Structure

None

Data

The new flag "Owner/Operator" should be enabled for all existing Partnerlink sites.

The new flag "Exclusive Reason Codes" should be enabled for all existing job groups.

All Job, Detail and Clause codes should be set up for all partners and job groups.

Examples of how the data may be configured:

Site	Reason	Group	Specific	Alt	Notes
L01	R1	L01	Y		Specific codes for partners
L01	R3	L01	Y		"
L03	R2	L03	Y		"
L03	R3	L03	Y		"
L01	G1		N		Partnerlink/Generic codes
L01	G2		N		"
L03	G1		N		"
L03	G2		N		"
L01	P1	PALLET	Y	PAL1	Pallet Group specific codes
L01	P2	PALLET	Y	PAL2
L01	P3	PALLET	Y	PAL3
L03	P1	PALLET	Y	PAL1
L03	P2	PALLET	Y	PAL2
L03	P3	PALLET	Y	PAL3

Functional Description

Server Modifications

The CALIDUS EPOD server will be modified to hold some additional flags and values against existing records:

Reason Codes:

The Reason Codes table will be modified to include the following:

Job Group - optional data, to identify that the reason code is present specifically for the Job Group identified.
Owner-Specific - A Y/N flag to indicate whether the reason code is specific to this owner or generic for every owner (the default value)
Export Reason Code - an alternate value for the reason code, used when exporting data out to external systems. If present, this value will be sent to external systems rather than the Reason Code value itself.

Site:

The Site-level configuration will be modified to add an "Owner Operator" flag to indicate whether the system as a whole operates as a shared network. The allowed values will be "Y" or "N" and will default to "N".

Job Group:

The Job Group configuration will be modified to add an "Exclusive Reason Codes" flag, to indicate whether this Job Group must only use its own Reason Codes (i.e. those reason codes explicitly indicated as belonging to this job group) rather than also allowing generic codes as well (i.e. where the reason code is marked as not Owner-specific).

These new values added to the data above will be sent to the CALIDUS EPOD Mobile Device application when the driver logs on to the system and will be used to ensure only the correct reason codes are displayed to the driver when completing jobs.

Admin Modifications

The CALIDUS EPOD Admin system will be modified to maintain the new fields above, as follows:

Site Maintenance

The Site Maintenance screen will be modified to add the new field "Owner Operator" to the Admin tab of the screen in the position indicated:

Site Maintenance Screen

This will be a check-box entry, defaulting to unchecked.

Job Group Maintenance

The Job Group Maintenance screen will be modified to add the new field "Exclusive Reason Codes" to the Admin tab of the screen in the position indicated:

Job Group Maintenance Screen

This will be a check-box entry, defaulting to unchecked.

Codes Maintenance

The Codes Maintenance screen will be modified to add the new fields below to the table when finding data:

Job Group, titled as "Job Group"
Owner-Specific, titled as "Specific"
Export Reason Code, titled as "Alt"

Codes Maintenance Screen

No new functionality will be added to the search criteria.

When adding new codes (through the Add button) or amending existing codes (through the Select button against an existing row in the table), the pop-up entry screen will be modified to add the new fields on the screen for entry in the position identified below:

Codes Maintenance Screen - adding/amending

The fields will be added as below:

"Job Group" - optional data, allowing the user to select any job group for the site in a drop-down list.
"Owner-Specific" - A check box, defaulting to unchecked.
"Export Reason Code" - optional data, allowing free-text entry.

Mobile Device Modifications

The CALIDUS EPOD Mobile Device application will be modified to accept and store the new configuration and standing data maintained in the server, namely:

Codes
Site
Job Group

This will be stored when the data is sent to the device at driver login.

The process that selects reason codes for display in the application will be modified to:

Check the Site flag "Owner Operator". If enabled, the process will only select generic codes (i.e. Owner-specific is "N" against the codes) if the job owner does not match the partner operating the job (the site). If the owner is the same as the operator, all codes for the site will be selected, regardless of the owner-specific code flag.
Check the Job Group flag "Exclusive Reason Codes". If enabled, the process will only select codes that match the Job Group for the job. Additionally, no generic codes will be allowed.

Examples of codes selected, referencing the examples in section Data above:

If L01 and doing a job owned by L01, the following reasons would be available to the driver:

R1
R3
G1
G2

If L01 is doing a job on behalf of another partner (e.g. L03) the following reason codes are available to the driver:

G1
G2

If L03 and doing a job owned by L03:

R2
R3
G1
G2

If L01 is doing a job on behalf of Palletforce or other pallet network:

P1
P2
P3

Note that the generic codes will not be available to the Pallet Network jobs, as the PALLET job group will be defined as using only Exclusive (i.e. job group-specific) codes.

The Cancellation screen will be modified to pass in the Job and Job Group, so that the screen displays the correct reason codes for the job and job group when cancelling Jobs, Containers (Pallets) or Products.

The Signature screen will be modified so that the title of the current Pallets tab will be displayed as "Clause" instead, only for the Partnerlink style.

The Signature screen will also be modified so that, when Clausing pallets (by selecting from the list of pallets displayed from the newly-named "Clause" tab on this screen), the screen displays the correct Clause reason codes for the job and the job group for this pallet.

No other codes entry will be changed, so none are affected by this change.

Export Data Modifications

The existing exports from the CALIDUS EPOD system will be modified to check for any Export Reason Code. In the case where the reason code selected has an export reason code, this will be substituted for the alternate value specified.

So, referencing the examples in section Data above:

Exporting a job with a reason code of P2 (a PALLET Job Group reason code) will be translated to "PAL2" in the extract.

This functionality will affect all extracts.

Appendix A: Quote & Document References

Cost Details
Activity	Estimate No. of Days	No. of Days	Rate per Day (£)	Cost (£ Exc. VAT)
Requirements	0.00	0.00	650	£0.00
Change Request Evaluation	1.25	1.25	650	£812.50
Functional Specification	1.75	1.75	650	£1,137.50
Technical Specification	1.25	1.25	650	£812.50
Development	5.75	5.75	650	£3,737.50
Testing and Release	1.75	1.75	650	£1,137.50
Implementation	0.25	0.25	650	£162.50
Project Management	1.25	1.25	650	£812.50

TOTAL	13.25	13.25		£8,612.50

Estimate excludes training, release to live and go live support.

A.1 References

Ref No	Document Title & ID	Version	Date
1	EST 318572 PART Job Group Level Clausing	1.0	16/01/2015

A.2 Glossary

Term or Acronym	Meaning
Ad Hoc	A task instigated on the device (spec. Ad Hoc Pallet Move), rather than a task instigated from the WMS and Stock Control.
Advice Note Number	An external reference linked to a Goods Receipt.
Aisle	A component of a location; usually a space through rows of racking or storage locations; a collection of locations;
Anchor Point	A starting location for a search for a suitable storage location; auto-putaway location suggestion start point.
Area	A collection of aisles; an area in the warehouse for a particular purpose.
Batch	A production batch of a product; a quantity of product that is considered to have the same characteristics;
Bay (Warehouse)	A physical loading or unloading point for the warehouse.
Bay	A component of a location; usually a space between uprights in racking, comprising several levels (horizontal beams).
Block Stack	A stable stack of pallets.
Bulk	Bulk storage; Usually full-pallet storage areas, racked or stacked.
Cancellation	The facility to cancel a task due to some problem, identified by the user when performing the task.
Check Digit	A short code, usually randomly generated and stored against a location, used to help identify that a user is at the right location before they proceed with a warehouse task.
CSV	Character-separated values; a text file with multiple rows and values, usually separated with commas.
C-WCS	CALIDUS WCS, the name of the OBS Logistics Warehouse Control system
C-WMS	CALIDUS WMS, the name of the OBS Logistics Warehouse Management system
Dead Leg	A movement of a truck without a pallet; wasted resource.
Despatch	The final physical stage of an order; handover of goods to the haulier.
Drive-In	A drive-in location, typically multi-level, multi-deep location.
Dual Cycling	Processes utilizing P&D locations for interleaving tasks in and out of specific areas, reducing dead leg movements.
Exchange	Specifically Pick Exchange or Task Exchange. The process of allowing a user to select a different pallet in a multi-pallet location and exchanging the expected pallet for this one. If the pallet is planned for another task, task exchange will complete this task instead of the expected one first. If the pallet is not planned, pallet exchange will swap the pallet (if suitable).
GR; GRN	Goods Receipt; Goods Receipt Number or Note
High Bay	Typically tall (greater than 5 level) racking, usually full pallet storage, usually Narrow Aisle.
JIT	Just In Time; processes designed to trigger at the last instant.
KPI	Key Performance Indicator.
Level	A component of a location; usually the vertical compartments of an area, delineated by horizontal beams.
Loading	The act of loading pallets onto a vehicle.
Location	A uniquely identified space in the warehouse for storage of product. There are many types, most commonly Floor locations (for example, Marshalling, Inbound), Racking or Bulk Storage Locations and Pick faces.
Manifest	The contents of a vehicle or container.
Marshalling	The act of bringing pallets for an order or load together; an area to do so.
Multi-deep	A location with 2 or more pallets stored sequentially i.e. only one can be accessed at a time.
NA	Narrow Aisle; usually any area in the warehouse that is restricted access due to space limitations, Narrow Aisles have associate P&D locations.
P&D	Pick-up and Drop-off locations; locations used to control the handover of pallets between distinct areas, for example between chambers and the wider area of the warehouse.
PI; Perpetual Inventory	The act of continuously checking locations in a warehouse, identifying and correcting product quantity issues. Usually used in Bulk environments rather than Pick Faces. In pick faces, this process is called is called Residual Stock Balance and usually takes place after picking from a pick face.
Pick Face	A location designed for picking part of a pallet of stock. Usually a low- or ground-level location.
Pick List (order)	The instructions to pick pallets or cases from locations; the paper report associated to this; the stage of preparing these instructions; the sending of these instructions to WCS.
PO	Purchase Order.
Pre-advice; Goods Receipt Pre-advice	An advanced notification of what is being received. Part of a manifest. Pre-advices can be stock and quantity, or individual pallet level.
Putaway	The physical move of a pallet to a storage location as a result of receiving it into the warehouse.
RAG	Acronym for Red/Amber/Green, a traffic light colouration system depicting (in sequence) Errors, Warnings or Informational messages. Usually used in operational monitoring to effectively display when certain processes are not working as expected.
RDT	Radio Data Terminal.
Replen; Replenishment	The act of moving product (usually a pallet) from bulk storage to a pick face.
Reposition	The facility to change the location of a movement or putaway when at the final destination, sue to some issue discovered when performing the task.
RF	Radio Frequency; An RF device is an RDT, typically used by CALIDUS WCS for executing warehouse tasks.
SCR; CR	Software Change Request.
Short Pick	The process of not fulfilling an order due to failure to identify sufficient product when picking. May also be used as a term to indicate Short Allocation.
SO	Sales Order.
Truck Types	Plants, Mechanical Handling Equipment. For example, Reach trucks, Counter-balance trucks, pallet riders, etc.
UOM	Unit of Measure.
WA	Wide Area; usually any area in the warehouse that is not restricted access due to space limitations, for example, floor areas, not Narrow Aisle.
WCS	Warehouse Control System
WMS	Warehouse Management System

A.3 Authorised By

John Davidson	Partnerlink Representative	_____________________________
Murray Middleton	OBS Logistics Representative	_____________________________

Anonymous

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