PATCH C-TMS 11.0 P021

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OBS Logistics Ltd

Release Notes

CALIDUS C-TMS

30th August 2016 - 1.0
Reference: P021











































SUMMARY INTRODUCTION

INTRODUCTION

The main aim of this document is to provide CALIDUS C-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: CR-18/PO:61544552

OBS Log Number: 330260
Reporter: Ed Bond
Summary of Call CR-18a: Hand over to TNT and HOT
Detail of Fix Hand over to TNT and HOT
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-001

OBS Log Number: 333089
Reporter: Matthew Tipping
Summary of Call SCR-1 - Supply & service agreement screen
Detail of Fix New screen for entering Agreements and generating C-TMS contracts
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-002 & 004

OBS Log Number: 333090
Reporter: Matthew Tipping
Summary of Call SCR-2 & 4 - Stack audit and inv management
Detail of Fix New forms for manually entering Stacks.
Set-up and Configuration
New Access
Access Tab Name Description
Function ALLOW_INVENTORY_UPDATE Allow inventory data to be updated


New Parameters
Parameter Name Config Level Setting Value Result
GEO_LOCATION_STACK Database Y Turns off the new stack functionality in the location form.
GEO_DEFAULT_DEPOT Database STACK Default Depot for new locations
GEO_DEFAULT_COUNTRY Database GB Default Country for new locations
MTS_LOCATION_USAGE Database AGREEMENT Location usage to group locations
GEO_MIN_INVENTORY Database 90 Minimum inventory threshold to generate warning
GEO_MAX_INVENTORY Database 110 Maximum inventory threshold to generate warning
GEO_KEEP_LATLONG Database Y Keep location Lat/long when other values change


Customer Ref: SCR-006

OBS Log Number: 333091
Reporter: Matthew Tipping
Summary of Call SCR-006 Debrief - additional data & proc
Detail of Fix Added STACK based processing to the debrief process.
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-13 & 14 & 16

OBS Log Number: 333092
Reporter: Matthew Tipping
Summary of Call SCR-13,14,16 - Finance changes
Detail of Fix Finance changes to add indexation.
Set-up and Configuration
New Parameters
Parameter Name Config Level Setting Value Result
ACC_INDEXES System N Controls Acc indexes being used


Customer Ref: SCR-018

OBS Log Number: 333095
Reporter: Matthew Tipping
Summary of Call SCR-018 - Auditing process
Detail of Fix New import for auditing only.
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-003

OBS Log Number: 334291
Reporter: Phil White
Summary of Call SCR-003 Delivery management Screen
Detail of Fix New delivery management form to generate orders and trips from stacks.
Set-up and Configuration
New Parameters
Parameter Name Config Level Setting Value Result
ORD_LATE_TIME Database 20:00 Default time for setting late order windows for generated stack orders


Customer Ref: SCR-019

OBS Log Number: 335409
Reporter: Phil White
Summary of Call New RHA Indexation Requirement
Detail of Fix New RHA calculations.
Set-up and Configuration No set-up/configuration required

Customer Ref: 335581

OBS Log Number: 335581
Reporter: Michelle Naumovski
Summary of Call Allow any location default at collect
Detail of Fix Add user parameter ORD_COLLECT_FROM so when an order is created the system will automatically populate the from location of the order.
Set-up and Configuration No set-up/configuration required

Customer Ref: 336006

OBS Log Number: 336006
Reporter: Hayley Keegan
Summary of Call Add commodity & class to order well
Detail of Fix Added Commodities, DG and EQ from PRD_COMMODITY table to the order well on PLANNING and TRIPSUM forms, aswell added rank column to PRD_COMMODITY table
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-008 & SCR-009

OBS Log Number: 336148
Reporter: Ian Gaunt
Summary of Call Redirection Process & Rejections Process
Detail of Fix A new system parameter called TRM_ALLOW_REJECTIONS will be introduced to allow trips that are not at status TENDERED to be updated to status REJECTED when the system parameter is set to Y.

New menu options of Redirect Trip and Reject Trip will be available in the Planning screen when the new user functions TRM_ENABLE_REDIRECTION and TRM_ENABLE_REJECTIONS respectively are authorised for user for the user group.

Set-up and Configuration
New Parameters
Parameter Name Config Level Setting Value Result
TRM_ALLOW_REJECTIONS System Y Allows trip to be rejected when they are not at TENDERED status
TRM_ALLOW_REJECTIONS SYSTEM N Does not allow trips to be rejected when they are not at TENDERED status


Customer Ref: SCR-015

OBS Log Number: 336149
Reporter: Ian Gaunt
Summary of Call Storage Services finance entry
Detail of Fix New form to maintain service contracts and charges. It will need new form SERVICE_CHARGES manually promoting to appropriate groups. It will need the TOP_UP charge type manually creating. It will need the ACC_CALC_SERVICES system paramater chaging to 'Y'. It will need INVOICES form released under 336257 before invoice can be printed from screen.
Set-up and Configuration
New Parameters
Parameter Name Config Level Setting Value Result
ACC_CALC_SERVICES Database N Service charges applicable

Customer Ref: SCR-010

OBS Log Number: 336151
Reporter: Ian Gaunt
Summary of Call Debrief - CTMS Inbound Flow
Detail of Fix New Crane interface including Interface Errors tab for re-processing.
Set-up and Configuration
New Access
Access Tab Name Description
INT_ERR DEBRIEF_ORDER Inbound interface data from the crane system


Customer Ref: SCR-12.1

OBS Log Number: 336152
Reporter: Ian Gaunt
Summary of Call SSS - Debrief Process
Detail of Fix Add new fields to configurable layouts in the waterfall screen
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-13 & 14 & 16

OBS Log Number: 336257
Reporter: Julie Taylor
Summary of Call SCR-13,14,16 Invoicing Format (dev split)
Detail of Fix Customer Invoices
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-13, 14 & 16

OBS Log Number: 336377
Reporter: Roger Egdell
Summary of Call Finance Changes
Detail of Fix Finance indexation changes.
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-001

OBS Log Number: 336378
Reporter: Ben Doft
Summary of Call Fixes to Supply Agreement screen
Detail of Fix Fixes following internal testing
Set-up and Configuration No set-up/configuration required

Customer Ref: 336466

OBS Log Number: 336466
Reporter: Michelle Naumovski
Summary of Call <ORS- Customer as Range>
Detail of Fix Add delivery time and cust group to ex_ordhead and sched_ords reports
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-001

OBS Log Number: 336537
Reporter: Suzanne Woodcock
Summary of Call Release following internal testing
Detail of Fix Changes to Agreement screen following internal testing
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-001

OBS Log Number: 336572
Reporter: Matthew Tipping
Summary of Call Supply agreement screen cost centre seg
Detail of Fix Various changes to the layout and toolbar for presentation. Other changes:

1. Saves the 'indexes' records as they are entered.

2. Displays the tier charges for the current contract agreement record.

3. The seller, buyer and operator may only be entered via the dropdown LOV for new contract agreement records.

4. The Operator LOV will refer to the COST_CENTRE user parameter.

5. The same user parameter will control which contract agreement records are displayed.

6. The seller, buyer and operator are stored for the contract agreement record in the database.

7. The first, previous, next and last records may be displayed using the appropriate buttons in the toolbar.

8. The Seller and Buyer dropdown lists of values will refer to the CUSTOMER and COST_CENTRE user parameters to display the customers for selection.

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

Customer Ref: SCR-003

OBS Log Number: 336595
Reporter: Phil White
Summary of Call Default cust ref to OMS ref
Detail of Fix Default Customer Ref to OMS Ref when not provided on generation of orders.
Set-up and Configuration No set-up/configuration required

Customer Ref: 336863

OBS Log Number: 336863
Reporter: Michelle Naumovski
Summary of Call ORS - Select column order
Detail of Fix Allow users to determine the order in which the columns are displayed.
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-006

OBS Log Number: 336890
Reporter: Matthew Tipping
Summary of Call SCR-006 - Rework
Detail of Fix New fields called 'Driver', 'Carrier', 'Supplier', will be displayed in the 'Driver Debrief' tab page in the 'Trip Debrief' screen when the new system parameter called 'TRM_STACK_DEBRIEF' is set to 'Y' for the cost centre of the trip.
Set-up and Configuration
New Parameters
Parameter Name Config Level Setting Value Result
TRM_STACK_DEBRIEF COST_CENTRE Y New fields called 'Driver', 'Carrier', 'Supplier', 'Driver Delivery Instructions' and 'Unloading Comments' will be displayed in the 'Driver Debrief' tab page in the 'Trip Debrief' Screen.
TRM_STACK_DEBRIEF COST_CENTRE N The new fields will not be displayed


Customer Ref: 337123

OBS Log Number: 337123
Reporter: Hayley Keegan
Summary of Call Order status added to payment report
Detail of Fix Added order status to the payments_dtls report, the new column is after "order reference" before "transport"
Set-up and Configuration No set-up/configuration required

Customer Ref: 333896

OBS Log Number: 333896
Reporter: Sue Blake
Summary of Call Microlise Interface (Inbound/Outbound)
Detail of Fix New package DP_INT_XML_MIC2 to handle XML files to and from Microlise. Database triggers have been amended so that if MIC_SEND_DIRECT registry value set to Yes, outbound Microlise files are processed and sent directly to Microlise, using their file format, rather than the standard OBS format.
Set-up and Configuration
New Parameters
Parameter Name Config Level Setting Value Result
MIC_SEND_DIRECT NSS Y Flag to indicate that Direct communication to Microlise required
MIC_USE_STOP_ID Y Ensure stop id to get stop sequence
MIC_DIRECT_PATH_OUT NSS /webint/nssttst/interface/MICD/OUT Outbound FTP directory
MIC_DIRECT_PATH_OUT_ARCH /webint/nssttst/interface/MICD/OUT/archive Outbound FTP archive directory
MIC_DIRECT_PATH_IN /webint/nssttst/interface/MICD/IN Inbound files ‘source’ directory
MIC_DIRECT_PATH_IN_FAIL /webint/nssttst/interface/MICD/IN/failures Inbound ‘archive’ directory
MIC_DIRECT_PATH_IN_ARCH /webint/nssttst/interface/MICD/IN/archive Inbound ‘failure’ directory
MIC_DIRECT_PATH_IN_LIST MICD_TRIP_FILES.lst
MIC_DIRECT_PATH_IN_SCRIPT MICD_TRIP_SCRIPT.ksh
MIC_DIRECT_DEF_COST NSS
MIC_DIRECT_PATH_IN_IDENT PODPOC* Expected file name for ‘PODPOC’ files
MICD_EE_PATH_IN_IDENT EventExport* Expected file name for ‘Event’ files
MICD_JSE_PATH_IN_IDENT JourneySummaryExport* Expected file name for ‘Journey Summary’ files
MIC_DIRECT_FTP_DEST_DIRECTORY \UAT\ToMicrolise Outbound destination ftp directory (ctms to Microlise)
MIC_DIRECT_FTP_DEST_IP_ADDRESS mmsftp2.microlise.com Outbound IP address (ctms to Microlise)
MIC_DIRECT_FTP_DEST_PASSWORD nh5uat Outbound IP login password (ctms to Microlise)
MIC_DIRECT_FTP_DEST_PORT 21 Outbound port (ctms to Microlise)
MIC_DIRECT_FTP_DEST_USERNAME NHSSCOTLANDUAT Outbound IP login username (ctms to Microlise)

Customer Ref: SH-A8XJSG

OBS Log Number: 334630
Reporter: Sarah Howells
Summary of Call RIO:Trigger ALC, MAR & LOA messages
Detail of Fix Trigger ALC, MAR and LOA messages to LOTS
Set-up and Configuration No set-up/configuration required

Customer Ref: SH-AARB5V

OBS Log Number: 336000
Reporter: Sarah Howells
Summary of Call RIO:Additional fields required for LOTS
Detail of Fix Added system parameter LOTS_VERSION_NUMBER and added <ACTUAL_RPE_QTY> when LOTS_VERSION_NUMBER is 300 or over
Set-up and Configuration No set-up/configuration required

Customer Ref: AR-AB5GUN

OBS Log Number: 336130
Reporter: Andrew Rowe
Summary of Call RIO:Support Barcode Scanning
Detail of Fix Additional field add to morning failed report, AR-AB5GUN Support Barcode Scanning
Set-up and Configuration No set-up/configuration required

Customer Ref: 336197

OBS Log Number: 336197
Reporter: Hayley
Summary of Call Cost Centre Segregation (4) - Carriers
Detail of Fix Data segregation by cost centre phase 4 - Trip manipulation planning screen to show cost centre specific carriers on carrier selection on new trip, carrier change and trip filter
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-336807-2

OBS Log Number: 336639
Reporter: DM
Summary of Call RIO: CTMS to MLS WMS Interface
Detail of Fix A new EDI process will need to be setup as follows:

Process Name: BNLMLS_PLAN_OUT

Filename Format: Planresultaat

Customer: As Customer (see FS)

Cost Centre Code: As Cost Centre (see FS)

Location: As Depot (see FS)

Direction: Outbound

Flow Type: PROCESS

Frequency Type: Interval

Interval Length: 2 Minutes

Delivery Folder: /webint/{DATABASE}/interface/ORDXML/{CUST}/OUT

Archive Folder: /webint/{DATABASE}/interface/ORDXML/{CUST}/OUT/archive

Failures Folder: /webint/{DATABASE}/interface/ORDXML/{CUST}/OUT/failures

Triggers: STATUS: ACCEPTED STATUS: TENDERED

Parameters: DELIMITER: PIPE ORDER_SOURCE_SYSTEM: As Source System (see FS)

Report Values: Title: Package Name Name: PROCESS Value: DP_BNL_EDI_OUT.P_PROCESS_PLAN Title: Process Name Name: pi_proc_name Value: BNLMLS_PLAN_OUT

The following directory structure will need to be setup:

/webint/{DATABASE}/interface/ORDXML/{CUST}/OUT /webint/{DATABASE}/interface/ORDXML/{CUST}/OUT/archive /webint/{DATABASE}/interface/ORDXML/{CUST}/OUT/failures

The OBS FTP Server will need to be setup to transfer the 'Plan' files from CTMS.

The external systems will need to be setup to receive the 'Plan' files from the OBS FTP Server.

A new system directory will need to be setup for the outbound EDI directory for the 'Plan' files.

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

Customer Ref: SCR-336807-1

OBS Log Number: 336655
Reporter: JS
Summary of Call RIO: MLS WMS to C-TMS Interface
Detail of Fix

A new EDI process will need to be setup as follows:

Process Name: BNLMLS_ORDERS Filename Format: tms_sscc_CRE_*.dat Customer: As Customer (see FS) Cost Centre Code: As Cost Centre (see FS) Location: As Depot (see FS) Direction: Inbound Flow Type: PROCESS Frequency Type: Interval Interval Length: 2 Minutes

Delivery Folder: /webint/{DATABASE}/interface/ORDXML/{CUST}/IN

Archive Folder: /webint/{DATABASE}/interface/ORDXML/{CUST}/IN/archive

Failures Folder: /webint/{DATABASE}/interface/ORDXML/{CUST}/IN/failures

Parameters:

DEFAULT_DEL_TYPE: Standard DEFAULT_GROUP_NAME: As Group Name (see FS) DEFAULT_PROD_TYPE_ID: AMBIENT DEFAULT_SRCE_SYSTEM: As Source System (see FS) DELIMITER: | EARLY_AVAILABLE_TIME: 0000 LATE_AVAILABLE_TIME: 1200 USE_DIMENSIONS: Y

Report Values: Title: Package Name Name: PROCESS Value: DP_BNL_EDI_IN.P_PROCESS_FILES Title: Process Name Name: pi_proc_name Value: BNLMLS_ORDERS

The following static data will need to be setup:

Locations: Depot, Stores and Suppliers (see FS) Product Types: Ambient Despatch Unit Types: For Pallet Types (see FS) Source System: For Source System (see FS) Delivery Types: Standard Group Names: As Customer Group (see FS)

Import Decodes: BNLDIY_LOCATIONS: As Stores and Suppliers from Source System (see FS)

BNLDIY_XDOCK: Source Value: XD Target Value: As Depot (see FS) ]

The following tab page will need to be authorised for the appropriate user groups:

Form: Interface Errors Tab: BNL Orders In

The following directory structure will need to be setup:

/webint/{DATABASE}/interface/ORDXML/{CUST}/IN

/webint/{DATABASE}/interface/ORDXML/{CUST}/IN/archive

/webint/{DATABASE}/interface/ORDXML/{CUST}/IN/failures

The OBS FTP Server will need to be setup to transfer the 'Ship' files to CTMS.

The external systems will need to be setup to transfer the 'Ship' files to the OBS FTP Server.

Set-up and Configuration
New Access
Access Tab Name Description
BNL_ORDER_IN Interface Errors/BNL Orders In A new tab page for the 'BNL' orders recieved in the 'Ship' file for review and processing.


Customer Ref: SCR-336807-3

OBS Log Number: 336656
Reporter: JS
Summary of Call Delivery Note Print
Detail of Fix New Delivery Report, to be generated from the reports screen and the Planning Trip tree
Set-up and Configuration
New Access
Access Tab Name Description
BNL_DELIVERY New Report Added to Group Maintenance


New Parameters
Parameter Name Config Level Setting Value Result
DELIVERY_NOTE COST CENTRE BNL_DELIVERY Name of Delivery report to be generated from trip tree in the planning screen


Customer Ref: SCR-336807-5

OBS Log Number: 336657
Reporter: JS
Summary of Call Loading Meters
Detail of Fix The configurable layouts for the order items data block in the Order Details screen will be changed to include 3 extra columns for the length, width and height.

A new system parameter called ORD_EDIT_RPE will be available to configure by cost centre to allow the RPE quantity of the order lines in the Order Details screen to be edited.

A new system parameter called ORD_RPE_LM_FACTOR will be available to configure by cost centre to set a loading meter factor to calculate the RPE quantity of the order lines based on the dimensions of the DU types of the order items in preference to the RPE quantity of the DU types themselves (which should be set based on the loading meter factor).

The RPE quantity, weight and volume of the order lines will be based on the order items with reference to the system parameters for the manual order entry and maintenance and the processing of the EDI Ship file that provides the parent and child items for the orders.

See the functional specification for further information about the setup in CTMS and the OBS FTP Server.

Set-up and Configuration
New Parameters
Parameter Name Config Level Setting Value Result
ORD_EDIT_RPE COST_CENTRE Y The RPE column in the Order Details screen can be edited for the order lines.
ORD_EDIT_RPE COST_CENTRE N The RPE column in the Order Details screen cannot be edited for the order lines.
ORD_RPE_LM_FACTOR COST_CENTRE 2.4 The loading meter factor will be used to calculated the RPE of the order item for the length and width of the item should the dimensions of the item differ to the dimensions of the DU type of the item, if the dimensions do not differ then the RPE of the DU type will apply as at present.
ORD_RPE_LM_FACTOR COST_CENTRE NULL The RPE of the DU type of the order item will apply as at present.


Customer Ref: SCR-336807-4

OBS Log Number: 336963
Reporter: Dave Meir
Summary of Call CMR Print - pdf
Detail of Fix New CMR report to be run from Trip Planning screen for a single trip
Set-up and Configuration
New Access
Access Tab Name Description
CMR_NL New Report Added to group Maintenance


New Parameters
Parameter Name Config Level Setting Value Result
CMR_NOTE COST CENTRE CMR_NL Name of Delivery report to be generated from trip tree in the planning screen

Customer Ref: SCR-002 & 004

OBS Log Number: 336770
Reporter: Rob Merrill
Summary of Call Log for release of internal testing issue
Detail of Fix Changes to Threshold calculation and call-off-month.
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-13,14,16

OBS Log Number: 337543
Reporter: Ben Doft
Summary of Call Finance fixes coming from OBS testing
Detail of Fix Changes to the RPI application and calculation to improve accuracy, fix for ABOVE_DISTANCE application, invoice requirements creation
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-001

OBS Log Number: 336956
Reporter: Ben Doft
Summary of Call SCR-001 - Testing Issues
Detail of Fix Various changes to the screen:

1. Includes cost centre segregation for the Find functionality.

2. The 'x' button can be used to close windows that are called.

3. The red field background will be converted to grey and vice versa when the total weight is changed and assessed.

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

Customer Ref: CR-18

OBS Log Number: 335812
Reporter: Tina Kinsella
Summary of Call CR18a: additional
Detail of Fix Fix for suto debrief on HOT and TNT
Set-up and Configuration No set-up/configuration required

Customer Ref: CR-16

OBS Log Number: 335931
Reporter: Paul Jones
Summary of Call CR-16 special characters
Detail of Fix Use driveruid rather than driverno for kpi query.
Set-up and Configuration No set-up/configuration required

Customer Ref: SCR-001

OBS Log Number: 336459
Reporter: Suzanne Woodcock
Summary of Call Release of agreements screen
Detail of Fix Format and Functional amendments to the Agreement screen to allow release excluding the Finance log
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: No set-up/configuration required


OBSL PRODUCT DEVELOPMENT

OBS Log Number:

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


MODULES DELIVERED

Module Name Version No Description Log Number


ADDITIONAL CHANGES

WCS

A WCS change is required for the following logs:

  • Log

OR

There are no WCS changes required.

EPOD/T2A

An ePOD/T2A change is required for the following logs:

  • Log

OR

There are no ePOD/T2A changes required.

MCS

An MCS change is required for the following logs:

  • Log

OR

There are no MCS changes required.

PORTAL/TTM

A Portal change is required for the following logs:

  • Log

OR

There are no Portal changes required.

EDI

An EDI change is required for the following logs:

  • Log

OR

There are no EDI changes required.


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