PFS0260

This is the general codes maintenance screen. This is used to define reusable codes, used throughout the system.

Warning: This is a system administrator screen.

You can find all codes in the system or add new codes here.

You can click Details to enter or amend details of the code.

You can click Extra Info to see more information about the code and the use of it.

There are many use cases for these codes - some of these are shown below

Owner Invoicing

A pre-defined Code Type of ‘BUSN’ is used to control the setting of the 3 character BUSINESS TYPE codes to enable control of the various ‘In Process charges’

Note that this code and the ‘general codes details’ are ‘once off’ set up codes applicable to all data on the system, regardless of the number of warehouses / owners that utilise the system.

EDI

For each message, you need to set up an EDI code under the heading of ‘EDDI’ in general codes maintenance. These dictate the type of message and what the EDI control number starts with.

NB – These codes should be have been created when the base system is installed.

Field Name	Description	Options	Generic Value
Type **	The code type you are entering details against	Entry at this level will not be required as these will already have been set up on a company level	EDDI
Length **	The number of characters the sub code has to be	1 – 9999	10
Description **	A brief description of the type of code	100 character free text field	EDI Applications
Code Flag **	Is this code to be used by the system	Y or N – default is Y	Y
Info	The ability to enter extra information against the code (not migrated)	Blank	Blank
Buttons
Extra Info	The ability to enter additional information, e.g. which screens use this, the purpose of the code etc	Entry at this level will not be required as these will already have been set up on a company level	N/A
Details	Takes you into the detail screens for individual entry of each required code	See following	Defined by system setup

General Codes – Detail Level

For each EDI message required, the code value, description and short description need to be populated. The details to be populated will be described below dependant on the message type.

Field Name	Description	Options	Generic Value
Code Type	The code type the values entered refer to	No entry required as the code type will come through from the header screen	EDDI
Code Value **	The unique identifier for the EDI message required	Defined by the hard coding of each EDI message. he size is determined by the length of the code type entered in the header screen. List of required values below.	See below
Description **	Description of the EDI message being created	100 character free text field	Defined by the client
Short Desc **	Will determine the first 3 characters of the control number	Defined by the hard coding of each EDI message	See below

General Codes – Code Types

Code Value	Description	Short Description	Message Details
OCI	Outbound Commercial Invoice Upload	OCI	An inbound message that updates orders with customs data (cost, country of origin etc)(Client Specific)
CII	Inbound Commercial Invoice Upload	CII	An inbound message that updates receipts with customs data (cost, country of origin etc)(Client Specific)
PACK	Kewill Carrier Upload	PKI	An inbound message that updates orders with carrier, weight and tracking number information (Client Specific)
SRI	Stock Reconciliation Upload	SRI	An inbound message that compares a client’s stockholding figures with the actual values held on the WMS (Client Specific) See below
PAI	Pre Advice Upload	PAI	An inbound message that uploads a receipt pre advice into the WMS
GRN	Pre Advice Upload	PAI	An inbound message that uploads a receipt pre advice into the WMS
PMI	Product Master Upload	PMI	An inbound message that creates stock codes on the WMS
STID	Product Master Upload	PMI	An inbound message that creates stock codes on the WMS
SOI	Sales Order Upload	SOI	An inbound message that uploads sales orders onto the WMS (Client Specific)
SOP	Sales Order Upload	SOI	An inbound message that uploads sales orders onto the WMS
HOLD	Hold Upload	Hold	An inbound message that will either hold or release stock quantities
WLE	Ware Location Upload	WLE	An inbound message that will create pallet records with associated stock details