Anw: Categorisation

2024-08-05T12:00:31Z

Categorisation

← Older revision		Revision as of 14:00, 5 August 2024
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	Any orders that fail will have an associated record insert into the IMP_HIST_DETAIL table with the linking HIST_HEADER_ID, relevant line number and orders details as well as the error that occurred while trying to process the order.		Any orders that fail will have an associated record insert into the IMP_HIST_DETAIL table with the linking HIST_HEADER_ID, relevant line number and orders details as well as the error that occurred while trying to process the order.

			<noinclude>
			[[Category:Calidus Portal TMS\|2010]]
			</noinclude>

Anw: Initial Creation

2024-08-02T09:51:57Z

Initial Creation

New page

The header section will allow the upload of an Order CSV file into ''Calidus'' TMS:

[[File:TMS-ORDUPLOAD-27.png]]

• '''Customer''' - A drop-down based on the users' visibility of customers. This will control the visibility of the CSV files in the main section and the customer used against the uploaded orders.

• '''Upload File''' - this will allow the user to upload a new CSV file through their browsers standard file selection box. Only files with an extension of 'csv' will be found in the file selection window. The file '''must''' conform to the ''Calidus'' TMS CSV upload format, and '''will not''' be validated at the upload stage on the ''Calidus'' Portal.

Underneath this will be a parameters section which includes a set of filters for finding existing file uploads:

[[File:TMS-ORDUPLOAD-28.png]]

• '''Upload Date''' (Range) - the date the file was originally uploaded. The default for both the From/To will be the current date

• '''Upload Status''' - either 'All', 'PENDING', 'SUCCESS' or 'FAILED'.

The default status will be 'All'.

• ''''Find' Button''' - to display the files for the above selection.

The main section will display the found orders based on the above selection criteria. Initially, all CSV uploads for the current day (and selected customer) will be displayed in descending order of Upload date i.e. newest to oldest.

[[File:TMS-ORDUPLOAD-29.png|800px]]

* '''Id''' - the unique ID generated by the ''Calidus'' Portal during the file upload
* '''Filename''' - the uploaded filename
* '''Upload Date/Time''' - the date/time the file was uploaded onto the ''Calidus'' Portal
* '''No. Orders Success''' - the number of orders processed in the file (only visible if the status is ''not'' 'PENDING')
* '''No. Orders Failed''' - the number of orders processed in the file (again only visible if the status is ''not'' 'PENDING'
* '''Status''':
** 'PENDING' - The file has been uploaded by the ''Calidus'' Portal but not yet processed on ''Calidus'' TMS
** 'SUCCESS' - The file has been loaded into ''Calidus'' TMS with no errors
** 'FAILED' - At least one order was not successfully loaded into ''Calidus'' TMS.
* '''Labels''' - this will be a button which will call a ''Calidus'' TMS report to produce multiple labels for all SUCCESS orders uploaded within the selected file.

For FAILED CSV files, clicking on the line will open a window with details of the error(s):

[[File:TMS-ORDUPLOAD-30.png|800px]]

The details will contain: Detail Id, Line Number, External Ref, Level (Order, Line or Item) and Error message

''If a CSV file <u>partially</u> fails, all lines that have successfully been processed will create orders within Calidus TMS, failed lines will have to be re-sent back through the Calidus'' Portal ''within a NEW file. Orders that originally failed can be re-sent in the new file using the original reference number and order details with the errors fixed within the order.''

''If CSV file <u>completely</u> fails, then as long as the file/order errors are fixed the same file can be re-sent via Calidus'' Portal ''to be reprocessed.''

=== Order Upload Process ===

The configuration for the order upload can be found in the ''Calidus'' Portal Setup page:

[[File:TMS-ORDUPLOAD-31.png|800px]]

From the Order Upload page, the user will select the file through their browsers standard file selection box. The ''Calidus'' Portal will then create a record on the ''Calidus'' TMS table IMP_HIST_HEADER then upload and transfer the file onto the ''Calidus'' TMS machine via an FTP process.

The import history header record will be created and the HIST_HEADER_ID will be set to the next sequence value. The ''Calidus P''ortal will also stamp the current date/time to when the import started and update the filename with the file being uploaded. The status will be set to 'PENDING' and the processed; success & failed fields will have default values of zero.

Once FTP'd, the file will remain in the ''Calidus'' TMS inbound directory until picked up by the scheduled ''Calidus'' TMS import process.

Once ''Calidus'' TMS has processed the file the ''Calidus'' TMS system will update the status of the IMP_HIST_HEADER record and populate the IMP_HIST_DETAIL table if any errors occurred.

The HIST_HEADER_ID will be assigned to each order created within the Source Ref column.

Once the import has completed on the ''Calidus'' TMS system the IMP_HIST_HEADER will be updated with the status of either 'SUCCESS' or 'FAILED', as well as the number of orders processed, and counts of which were either successful or failed.

Any orders that fail will have an associated record insert into the IMP_HIST_DETAIL table with the linking HIST_HEADER_ID, relevant line number and orders details as well as the error that occurred while trying to process the order.

Order Upload - TMS - Revision history

Anw: Categorisation

Anw: Initial Creation