UG 352167 C-WMS Standing Data Set-up Guide

Aptean

C-WMS Standing Data Set-up Guide

CALIDUS WMS - 810

1st July 2025 - 3.00
Reference: FS UG 352167

System Navigation Guide

The purpose of this document is to provide the user with knowledge of how to navigate throughout the CALIDUS system. This document includes basic navigation of the screen, functionality of Icons and screen layouts.

Logging on

A unique username and password should be set up for logging on. This username can be established by Department, Office and User. This gives the user access to specific data that is required in order to fulfil their role. Enter the username and password at the prompt.

OUTLINE

The main menu screen is the first screen displayed when the user has logged into the system. The toolbars around the perimeter of the screen are generic throughout the system and provide the user with various options to update, insert, query and display information.

Function toolbar

The purpose of the function toolbar is to allow the user to query, insert, delete and update information. The main applications used are shown as icons on the formatting toolbar.

Each function has a list of associated functions attached to it, these can be can be accessed by clicking on them using the mouse or pressing the underlined letter on the keyboard.

When the user clicks on a function, a drop-down list of items will show, as below.

• Action
  • Save - saves changed data (see below for important information on saving) [CTRL-S]
  • Clear All - clears all existing data
  • Print - prints the screen
  • Exit - exits the screen (however use the exit icon - see below)
• Edit
  • Cut - cuts selected information to be moved elsewhere*
  • Copy - makes a copy of selected information*
  • Paste - pastes either the cut or copied information to the selected new location*
  • Edit - find and replace function for text
  • Display list - produces a list of values for the field that can be selected for the field
• Query
  • Enter - used to find existing data using specific parameters ([F11])
  • Execute - asks the system to find data within selected parameters ([CTRL-F11])
  • Cancel - cancels any query that was set up
  • Last criteria - retrieves last query
  • Count hits - displays quantity of records to search
  • Fetch next set - retrieves next set of data
• Block
  • Previous - moves cursor to previous block of data
  • Next - moves cursor to next block of data
  • Clear - clears information in the block of data the cursor is in
• Record
  • Previous - displays previous record
  • Next - displays next record
  • Page up - moves scroll bar up
  • Page down - moves scroll bar down
  • First - displays first record
  • Last - display last record
  • Insert - clears data for new record to be inserted
  • Remove - deletes data permanently
  • Duplicate - duplicate previous record data in next record for updating purposes
  • Clear - clear the record
• Field
  • Previous - moves to previous field
  • Next - moves to next field
  • Clear - clears the selected field
  • Duplicate - duplicates previous field data in next detail line
• Help
  • Screen Help - prompts a help page for the screen
  • Contents and Index - N/A
  • Properties - displays the properties of the selected field
  • Keys - lists the functions keys to use instead of a mouse ([CTRL-K])
  • Display error - display error details on the information bar
  • Display common - displays common details about the user and system setting
  • About... - web page

Format Toolbar

The formatting toolbar is made up of the most regular functions used in navigating through the system. Icon buttons are displayed for quick access, all the functions are as detailed in the previous section.

From left to right:

• Save - To ensure that any change to data input is saved, even to a single field, you must move out of the last field that you have changed before you exit the screen.  If you do not then the system will not recognise the change, even if you hit save. You can move out of the last changed field by either using the enter key, the tab key or by using your mouse to click onto another field. ([CTRL-S])
• Print
• Cut *
• Copy *
• Paste *
• List of Values (LOV) - displays a list of values if there is one (this will be indicated in the status bar). ([CTRL-L])
• Enter a query - used to find existing data using specific parameters ([F11]). Note that the colour of the title bar changes to turquoise, denoting that the screen is now in query mode.
• Execute a query - asks the system to find data within selected parameters ([CTRL-F11])
• Cancel a query - cancels any query that was set up.
• First record - This [First Record] button displays the first record of the database.
• Previous page - This [Previous Page] button displays the previous page.
• Previous record - By clicking on this [Previous Record] button you can view the previous record. For example if you are in Order no. PIP00000000000000337 and you click the [Previous record] button then you can view the booking done prior to this Order - in this example, PIP00000000000000336
• Next record - This [Next Record] button takes you to the next record.
• Next page - This [Next Page] button displays the next page.
• Last record - This [Last Record] button displays the last record of the database.
• Insert - The purpose of the [Insert Record] button is to help you to insert new record in the system. If you want to add new record then by clicking this [Insert Record] button you can add a new record.
• Remove - This [Remove Record] button help you to delete a particular record. By clicking on this you can delete the record from the database.
• Clear - This purpose of this [Clear Record] button is to clear the record from that particular screen. The difference between clear record and the delete record is that delete record will completely delete the record from the database but clear record just clear that record from that particular screen. Clear records can again be retrieved from the database.
• Help - This [Help] button prompts a help page.
• Exit - This [Exit] button helps the user to come out of the particular screen ([F4]). Always use the exit door to come out of a screen as opposed to the ‘x’ in the top right hand corner.  Using the ‘x’ can cause problems with saving any changes or may even throw you out of the system.

Note: Items marked with an asterisk (*) are mainly used in Notepad screens.

TO SAVE CHANGES/AMENDMENTS

Note: To ensure that any change to data input is saved, even to a single field, you must move out of the last field that you have changed before you exit the screen. If you do not then the system will not recognise the change, even if you hit save.

You can move out of the last changed field by either using the enter key, the tab key or by using your mouse to click onto another field.

Mandatory Fields

Certain fields within the System are highlighted in yellow.

These are mandatory fields in which user has to input the details in order to save any new/updated records successfully.

Shortcut Keys

You can access a list of valid keyboard shortcuts can be accessed on-screen by pressing [CTRL-K].

Title Bar

The purpose of the title bar is to tell the user the system parameters that they are working within.

Navigation Toolbar

The purpose of this toolbar is to help the user navigate through the menu tree options.

Menu Search

The purpose of the menu search (screen locator) is to find a screen if you are unsure about where is it located in the menu tree.

When you click on the Search button, a screen appears which enables you to enter either the screen number or the screen title. The system searches for the screen when the 'execute query' button is pressed and displays the screen details in the information bar underneath. When you click on the detail line you are taken into the screen.

Note: Menu Search will only 'find' screens that are included in the menu trees. It will not 'find' screens that are called from within another screen.

Messages

The purpose of the message icon is functionally the same as normal e-mail; the screen displays messages received and clicking on the details line or clicking the details button will open up the message. It is not an e-mail function. It will only send mail to other CALIDUS system users who are included in a valid e-mail list.

The filter is used to specify what the user wants to do;

• To compile a message, select new from the filter or click on the new button
• To read received mail, select received from the filter (a message is received when the message button is yellow instead of white).
• To view deleted messages, select deleted from the filter
• To check if a message has been read, select outgoing from the filter

Tree Structures

The purpose of the main menu screen is to allow the user access to the required screen. The tree menu structure is designed to allow the user to access the screens logically and quickly. The menus are configurable and can be customised as required. See Menu Maintenance for more details.

All information is stored in yellow file folders to the left of the screen, if the folder has a plus sign to the left of it, then there are more folders associated with it.

When the folder is selected the icon shows that it is open, all the screens associated with the folder header are detailed on the right of the screen and can be accessed by clicking on the screen title.

• Click on the plus sign or the yellow folder to expand the tree and show the associated folders.
• Click on the minus sign to collapse the tree back to the main folder.

Instead of using the mouse the user can use ‘hot keys’ to navigate the menu by using the TAB key and then the [UP]/[DOWN] arrows to navigate the left and right screen panels. He can then hit the [ENTER] key to access a particular screen.

Information Bar

The purpose of the information bar is to provide details to the user of what the status of the screen is, i.e. executing a query, loading a new screen, or, what functions are available for the selected field.

Status of the screen

Querying Records

The purpose of querying records is to search, locate and display information quickly rather than paging through information.

To enter a query the user can either clicks on the [Enter Query] button on the formatting toolbar or press [F11] on the keyboard.  The user will know that they are in ‘enter query’ mode when the title bar will change colour and the information bar will have a query message displayed on it.

The user then enters the information they wish to query i.e. a booking reference and clicks on the [Execute Query] button on the formatting toolbar or [CTRL-F11] on the keyboard. The system will then display the relevant record and the title bar and information bar will return back to normal.

The [Cancel Query] button will clear any query information that is on the screen to allow the user to enter new query details. User can also press [F4] to cancel query.

List of Values (LOV)

The purpose of a list of values is to provide the user with associated information attached to a specific field.  The mandatory or main information fields will usually have a LOV attached to it. This is shown in the information bar at the bottom of the screen. [CTRL-L]

For example, Currency Code will have a LOV of existing Currency Codes

Partial LOV

The purpose of a partial LOV is to be specific about the data the user wishes to retrieve,

For example, a user wishes to enter a warehouse code for Liverpool

The user enters the first 2 letter of the code then clicks on the LOV icon on the formatting toolbar or keys [CTRL-L]. This action pulls up the LOV but is filtered straight to warehouse code beginning with LI.

The user can select the required data from the list displayed by highlighting the detail line and clicking on the OK button.

The scroll bar on the right of the LOV allows the user to look throughout the list of information.

The find field at the top of the LOV can be entered into and more specific data can be added and filtered using the Find button.

Note: The percentage sign % is a programming key that tells the system to find all information containing text within the parameters.  This key can be entered either in the field before the LOV is displayed to go to specific information direct or entry can be made after the LOV is displayed i.e. %OL will display all codes ending in OL.

Screen Buttons

The purpose of screen buttons are to access additional relevant screens from the screen the user is currently working in. This saves the user from having to exit back to the main menu screen to enter more details.

For example, the Pick Confirmation screen has various buttons to help the user to enter direct information about the order, - Details, Order Notes etc

When a button is pressed the called screen is displayed on top of the existing screen. When exiting the called screen, the user will be returned to the calling screen.

Tabs

Tabs are another way of grouping information.

Different groups of data can be accessed from one single screen with the help of tabs.

Like on this Stock Maintenance screen.

Multiple Screen Access

User can toggle between the two or more screens with the help of [CTRL-TAB] buttons on the keyboard, or using the Window option on the top toolbar.

Right Click Function

On certain screens it is possible to use a right mouse click (or the right click/list key on the keyboard) to call a panel of options. For example, on the Goods Receipt Confirmation screen (WHS01501), the right click function is used on the stock code line to call a panel of options.

Company Set-up

This document describes the process and the required screens to be used in setting up the information for the Company running the warehouse. Other guides describe the set up of the warehouse, owners, etc.

This is a generic guide based on the version of the CALIDUS WMS system at the time of writing.

Note that fields marked '**' are mandatory and are needed to ensure correct set up of the system.

SYSTEM REGISTRY (ULF0030)

In order to create a company, you must be given the authority to do so.

In system registry, against your user id, move the cursor to the right hand side of the browser and click on the '+' icon. This will show you the box below. Enter the text exactly as shown (without spaces.)

In order to create a department (required) you also need to take the same steps, but entering a description of DepartmentSuperUser and a data value of 1.

In addition to setting up the user account to allow the company to be created, a system registry setting must be set for units of measure.

Ensure that the system registry value 'AllowImperialUnits' with a data value of '1' is set at either Company level (this may require a new Company data node to be added to the menu or enter at the Global level.

Note: If the value is not set then there is the possibility that inbound EDI messages mail fail to upload.

COMPANY MAINTENANCE (CASN5010)

Main Tab

Note: Ensure the three character Company Code does not start with a number

Ensure that the company code and name are entered, the company address is entered and the tel/fax/telex numbers if required are entered with no spaces in between the numbers.

If a password is entered then this must be also entered if ever enquiring on or updating the company before the execute enquiry is selected.

Field Name	Description	Options	Generic Value
Company Code **	This is the 3ch code used to define the company all warehouses and owners will be under	Any 3 character code, that does not start with a number	Defined by the client
Password	Used to restrict users from accessing the company maintenance screen	30 character field or left blank	Blank
Accounting Package **	Used to defined ledger and accountancy information	Agresso, Coda, SCE, Other	Other
Address **	The address of the company	4 x 30 character free text fields or left blank	Defined by the client
Phone	Phone number of the company	15 character free text field or left blank	Defined by the client
Fax	Fax number of the company	14 character free text field or left blank	Defined by the client
Telex	Telex number of the company	14 character free text field or left blank	Defined by the client

Accounts Tab

Ensure that the currency is entered, even though no currencies exist for this new company yet, then enter a tax number for the company.

The expense position must be before the debt position although without financial integration these numbers do nothing.

An information message will be generated by the system 'FWL-04534' "Enter the year and period, N/L processing is to begin." Click OK.

The Nominal Ledger start period will automatically be put to the current year followed by 01. (A)

Field Name	Description	Options	Generic Value
Currency **	Base currency of the company	Pre defined in currency maintenance normally ISO standard - LOV available	EUR
Ccy Rates **	Determines the method of updating currency codes - will default to 'Stand Alone'	Master, Update, Stand Alone	Stand Alone
Tax Number **	Unique Tax reference number for the company	20 character free text field	Defined
P&L	Purchase and Ledger reference number	30 character free text field or left blank	Blank
Consolidation Company	If the client has multiple company codes, the consolidated or master company code is entered here	Must have been created in company codes maintenance or left blank	Blank
Expense Position **	The expense code's numerical position within the nominal ledger code - used for accounts	01-Oct	1
Dept Position **	The dept code's numerical position within the nominal ledger code - used for accounts	01-Oct	3
NL Start Position **	The year and month the company's accounts will start from	YYYYMM	Defined by the client
Late Payment Text 1	A text box to dictate what should appear on the invoice	40 character free text field or left blank	Blank
Late Payment Text 2	An additional text box to dictate what should appear on the invoice	40 character free text field or left blank	Blank
Late Payment Percent	The percentage at which the company can accept late payment	0 - 100.00	Blank
Late Payment Period	The period in which late payment is allowed	Per month, Per year	Blank

For Owner Invoicing, the following summarises the details that are required:

• Company Registration number
• VAT number
• Name and Address details for Head Office (HQ)
• ‘Registered in city/town’ fixed text details for invoice
• Late Payment rule – percentage and associated fixed text etc

This information relates to the ‘Head Office’ details for the Company. The code and details used for the Company Accounts and the details that will be printed on each invoice that will be sent to Stock Owners.

The ‘Late payment’ text etc. These lines and figures will be printed at the top of the invoice. See invoice details and example below.

Warehousing Tab

If the owner defined keys are set to 'Y' then all customers/suppliers will only be available for the owner that they are set up with. If set to 'N' then the customers/suppliers will have '+' placed in their owner fields and will be be seen and available by all owners.

Note: Ensure the warehouse code length is set to 3.

Ensure Multiple Warehouses , Multiple Branches are set to Yes.

Ensure FulfillmentSystemSCE installed is set to yes.

Ensure that the top 3 modules installed are set to yes.

Field Name	Description	Options	Generic Value
Held Over VAT code	Zero rated vat rate of the company	Predefined in Vat Rates maintenance or left blank	Blank
Sender Ean	The European EAN number of the edi owner	Defined by the client or left blank	Blank
Owner Defined Keys **	Used to specify if the owners within the company are allowed to see/use each others' suppliers anc customers	Y or N	N
Warehouse Code Length **	The length of the warehouse code to be set up	Numerical value between 1 and 9 - but if using RDT, has to be no longer than 3	3
Costing by Location **	Used for accounting if charging by location	Y or N	N
Multiple Warehouses **	Defines whether there will be more than one warehouse under the company	Y or N	N
Multiple Branches **	Defines whether there will be more than one warehouse under the company	Y or N	Y
Shipping Company Functionality **	Determines whether the company will use shipping functionality as well as WMS	Y or N	N
Fulfillment SCE system installed? **	Determines whether the company will be using the freight functionality	Y or N	N
Modules Installed (all) **	Defines which parts of the WMS functionality the company will be utilising	Y or N for all options	Y for all

Accounting Options Tab

Not relevant for the implementation of WMS

OFFICE/DEPARTMENT SET UP (PFS1025)

Note that only a few defined fields are required for warehousing. These are detailed below. All other fields can be ignored.

Before attempting to create a department ensure the user being used has the registry setting DepartmentSuperUser is set to 1. (See above - System Registry)

The screen requires the entry of a new department, enter a new department and description that will be used for warehousing with this company.

Next enter the company code that you have just created.

Next enter a partner code this does not have to already exist.

Choose a service, these can be set up in service maintenance but are irrelevant to warehousing.

The only other field to enter is Region, an LOV is available so just enter the nearest region to the company main office, once again this is irrelevant to warehousing.

Field Name	Description	Options	Generic Value
Company Code **	The company code you have created which you wish to assign a department to	3 character free text field	Defined by the client
Department **	The department code and department description that will be assigned to the company	3 character free text field	Defined by the client
Partner Code **	The partner code to be associated with this department	10 character free text field (no validation)	Defined by the client
Region **	The region the country is situated in	Must have been set up in region maintenance	Defined by the client

USER MAINTENANCE (FXMUSER)

Add the new company code and department code to your current user. User records are setup in FXMUSER (Maintenance User Maint WMS Admin Users)

The key items that determine the level of access that a user has are:

User Class -

This determines the menus that a user can see when they log into WMS

Security Level -

Each screen and submenu is graded with a security level. Users can only see the screens and submenus that are at or below their assigned level. The level can be set at 1 through to 9

Company Details (highlight line and press Details)

Details -

This determines which Owners, Ledgers (PL1/SL1), and Warehouses the user can access

Container Yard Management

Note that the Owner under which you are configuring the user must be configure for Container Yard Management, through Owner Rules (CTMG).

Users are of a specific type

• Non Container management user (no access at all)
• Admin (access to all container management functions)
• PDA (access to device screens only)
• Customer (access to customer screens only)

Change Company (HYFX0040)

Select the company you have just created and added to you user and click Select.

Common Values (COMMDISP)

To call the screen - Select Help / Display Common from the toolbar.

When you change company (using HYFX0040), you can use this to ensure that the company has actually changed. If not, set the new company as the default in the User Maintenance screen and log out and back in again to re-set the company.

Here you can also view

User Details

Accounting

Warehouse

CODE TYPES MAINTENANCE (CASN5150)

Although the following screens are not used by the WMS, they still need to be created in order to use the company code. The following steps are needed in order to create the nominal master.

To set up the nominal master you need to create a minimum of 4 records in code types maintenance - codes 1 to 4 all with length 1.

Four different code types need to be set up. The Code Type (A) needs to run from 1 to 4. The Nom Sub Code Description (B) can be Type * where * is the number. The Nom Sub Code Size (C) must always be 1.

Field Name	Description	Options	Generic Value
Code Type **	The numerical code given in order to create the code	1 digit field	Defined by the client 1
Nom Sub Code Name **	The name given to the code type	15 character free text field	Defined by the client ??
Nom Sub Code Size **	The size of the code type	1 digit field Defined by the client	1

CODES MAINTENANCE (CASN5040)

For each code type you just created go into codes maintenance - the code in the 2nd block will make up part of the nominal code in the following way:-

• Code type 1 code = 1
• Code type 2 code = 2
• Code type 3 code = 3
• Code type 4 code = 4

The nominal code will now be 1234

For types 2 - 4 only the code information and description need entering.

Field Name	Description	Options	Generic Value
Code Type **	The code type the code will be set up against	Must have been created in code types maintenance - LOV available	Defined by the client
Code Size **	The size of the code type	Will default to the size entered in code types maintenance	Defined by the client
Code **	The code to be created	Defined by the required setup (you will need to repeat this for numbers 1,2,3 and 4)	1
Description **	The description for the code to be created	25 character free text field	Defined by the client
Acc Type **	The type of account this code relates to	P & L Account	P&L Account
Debit/Credit **	Determines whether the code is to be used for credit or debit purposes (not used by the wms)	Credit	Credit
Ccy Bals **	Are currency balances to be recorded?	Y or N - will default to Y	Y

NOMINAL ACCOUNT MAINTENANCE (CASN5120)

Nominal code maintenance create record 1234

Enter a nominal code (A) of '1234', the rest of the information should default in, and save.

Field Name	Description	Options	Generic Value
Nominal Code **	The nominal code for the company	1234	1234
Nominal Description **	The description for the nominal code	35 character free text field	Defined by the client
Account Status **	The status of the account	Open	Open
		Closed
		Closed by Segment Close
Consolidation Nom Code **	The nominal code used when consolidating accounts	1234	1234
Alt Currency Code	The alternative currency code for this nominal master	Display only - will default to blank	Blank
Reconciliation Tick **	Determines whether this nominal code will be used for accounting reconciliation (not migrated)	Y or N - display only	N/A
The remaining fields are display only and will default to those previously setup

LEDGER MAINTENANCE (CASN5020)

Possible Error 1

From this point on most of the screens set up need to have the user set up fully to enter more information. This is mainly the ledger information under the new company but it will shortly include the owner and warehouse information as well. The following error screen will show that the user now needs to be completed fully.

Before this can be completed to ledgers PL1 and SL1 may need to be added.

Enter the purchase ledgers PL1 and SL1 as above and save.

Field Name	Description	Options	Generic Value
Company **	The company code you need to assign the ledger codes against	Must have been created in company codes maintenance - LOV available	Defined by the client
Ledger Code **	The ledger codes to be assigned to the company (note, you will need to set one record up for each of the following ledger codes)	PL1, SL1, SYS, ACC, REV	PL1, SL1, SYS, ACC, REV
Start Batch No	The starting control number for this ledger code	P00001, S00001, S00001, A00001, R00001	P00001, S00001, S00001, A00001, R00001
Period	The period the ledger code will run from	YYYYMM format	Defined by the client
Cleardown Period	The period a cleardown will run for (not used by the wms)	0	0
Auth Invoices	Does this ledger code need authorisation during invoicing?	Y or N - will default to N	N

The remaining fields are not required by the WMS.

CURRENCY MAINTENANCE (CASN5060)

This is the currency maintenance screen.

Ensure that the first currency that you enter for the new company is to be the base currency as this is the way that it will be saved becoming the default currency for the company.

Enter the company

Ensure the Relation position is Base Unit

Currency and description

Nominal account

Then tab through the rest of the fields until the record is created

Field Name	Description	Options	Generic Value
Company **	Company code the currency will apply to	Predefined in company maintenance	Predefined 3 ch code
Currency **	Currency code and name denoting specific currencies	3 ch text field followed by 30 character currency description	Various
Relation Preference **	Denotes whether the currency code will be a base unit or currency unit	Base Unit or Currency Unit	Currency Unit
Bank Acct	Pulled in from company maintenance if setup	Prepopulated	Defined by client
Exch Gain **	Based on the nominal ledger setup - the nominal code entered here will define the exhange and gain rate	Predefined in nominal master maintenance	1234
Exch Loss **	Based on the nominal ledger setup - the nominal code entered here will define the exhange and gain loss	Predefined in nominal master maintenance	1234
Rate Change Tol **	The tolerance at which an exchange rate can be changed	0 - 100	Defined by the client
Exchange L/G	The loss and gain rate that can be applied to the exchange rate	0 - 100	Defined by the client
Mother Currency	The parent currency code for this currency	Blank	Blank
Date Entered	The date the currency code was created	Must be a valid date or left blank	Blank
Valid Until	The date the currency code will be valid til	Must be a valid date or left blank	Blank
Delete Flag	Is this currency code marked for deletion? (If checked, this currency code can no longer be used)	Checked or left blank	Blank
ISO Code	The standard ISO code for this currency	3 character free text field or left blank	Defined by the client
Unit Factor **	The factor by which the currency will be divided by (not used by the wms)	1, 10, 100, 1000, 10000	1
No. of Decimals (EDI)	The number of decimal places the exchange rate for the currency code will be displayed in within the edi message (not used by the wms)	2 digit numerical field or left blank	Blank
Date	The date of the exchange rate	Must be a valid date - once entered, cannot be amended	Defined by the client
Base Unit	The base exchange rate for the currency	Will default to the exchange rate set up against the company	Display only
Currency Unit	The rate by which the exchange rate will be multiplied for each unit	0 - 99999999.9999999999	Defined by the client

You can view and enter bank details using the Bank Details button.

A new pop-up window titled "Bank Details" (BNKDETAILS v1.3) appears.

This window displays the following fields:

• Currency
• Bank Code
• Bank Name
• Account No
• SWIFT
• IBAN
• Bank Key
• Branch Code
• Branch Name
• Account Type
• Description
• Beneficiary
• Country Code

The window may instead display Bank Maintenance fields as follows:

• Nominal Code
• Description
• Bank Name
• Address 1
• Address 2
• Address 3
• Address 4
• Postcode
• Bank Tel No
• Bank Fax No
• Sort Code
• Branch Code
• Branch Name
• Account Type
• Beneficiary
• Country Code

The window is populated with data for the selected currency.

The following summarises the details that are required for Owner Invoicing:

Note that the following BANK information can be held for any / all currencies used by the company.

• Bank Name
• Bank Account number
• Payment address
• Bank Giro number
• Postgiro number
• IBAN (International Bank Account Number)
• SWIFT code

Similarly, this detail relates to the Company Bank details and the various account codes utilised. Separate details are expected for each Currency code that the Company will utilise.

These details will be printed at the bottom of each invoice produced.

You then click the Return button to close the "Bank Details" window.

ISO COUNTRIES MAINTENANCE (PFS1004)

Ensure all required countries are set up on the ISO countries file, if one you require is missing then add it.

Field Name	Description	Options	Generic Value
ISO Code	Two-letter country code as defined in ISO 3166 Standard alpha-2	Can be manually maintained, though the original file will be created as part of the system delivery	As specified in the ISO 3166 Standards
Three-letter country code	Which allow a better visual association between the codes and the country names than the alpha-2 codes	Can be manually maintained, though the original file will be created as part of the system delivery	As specified in the ISO 3166 Standards
Name	Name of the country associated to the code	Can be manually maintained, though the original file will be created as part of the system delivery	As specified in the ISO 3166 Standards

COUNTRIES MAINTENANCE (PFS1002)

Once the country has been entered in to the ISO countries code, it is necessary to create a country maintenance record.

This is done as below.

Field Name	Description	Options	Generic Value
Country Code **	ISO country code - normally 2 chs in length - allows up to 3	Predefined by the client as to which countries they need to set up - must have been created as an ISO country code	Defined by the client
Local Name **	Country name	Max 30ch country description	Defined by the client
Currency **	Currency code of the country	Predefined in currency codes maintenance	Defined by the client
Region Type 1 **	The region type for this country (not used by the WMS)	None, State, County, Province	None
Region Type 2 **	The 2nd region type for this country (not used by the WMS)	None, State, County, Province	None
Tax Level Validation **	The base level at which tax is applied	Country, Department	Country
Customs Col OK **	Is customs consolidation allowed?	Y or N	No
Buttons
Time Zones	Takes the user to an additional screen to assign a time zone to the country (see below)
WH Relations	Takes the user to an additional screen to enter client specific invoicing and export information (see below)

VAT CODES MAINTENANCE (CASN5130)

This is the VAT Codes Maintenance screen.

Field Name	Description	Options	Generic Value
Vat Code **	The code used to determine what VAT rate will be applied	2 character free text field	Defined by the client
Vat Description	The description of the vat code	25 character free text field or left blank	Defined by the client
Vat Rate **	The percentage to be applied against this vat code	0 - 999.99	Defined by the client

NEXT STEP

Once the above set up has been completed it will be possible to create the required warehouse, customers, suppers, owners, stock, users etc for the company.

Warehouse Set-up

This section describes the required screens to be used in setting up the information concerned with the actual physical warehouse. Other guides describe the set up of company, user, stock, owners etc.

This is a generic guide based on the version of the CALIDUS WMS system at the time of writing.

It can also be used by clients to specify their specific data values to aid initial system set up as well as for future reference.

Note: Fields marked '**' are mandatory and are needed to ensure correct set up of the system.

Warehouse Setup Steps

In order to create a warehouse, the user must set the standing data up in a pre-defined order. As most of the screens are co-dependant, any missed step may cause the setup of a following screen to fail.

Note: All screens shown in this user guide will display a default generic set up.

• Warehouse Maintenance (STKWHSE01A)
• System Parameters (WHS0010)
• Area Codes Maintenance (WHS0035)
• Aisle Codes Maintenance (WHS0050)
• Aisle Sequence Maintenance (WHS0060)
• Aisle Status Maintenance (WHS8231)
• Pallet Types Maintenance (WHS0045)
• Location Types Maintenance (WHS0070)
• Location Maintenance (WHS0090)
• Automatic Location Maintenance (WHS0470)
• Reason Codes Maintenance (WHS0080)
• Employee Maintenance (WHS0020)
• System Reason Codes Maintenance (WHS0085)
• Transaction Types Maintenance (CTLTRAN01A)
• Receipt Types Maintenance (WHS4000)
• Truck Type Maintenance (WHS7020)

Warehouse Maintenance (STKWHSE01A)

This is the main screen where the warehouse id is set up.  Note, in order to allow changes within this screen, the user must have logged in as this warehouse.

Warehouse specific information is maintained in this screen.  The above set up is the generic set up for a basic warehouse.  Please see information at the end of this user guide for more details on the client specific flags

Note:

• Greyed-out fields means no entry in that field is allowed
• A yellow field means this field is mandatory – something has to be entered before the record can be saved
• A field with an arrow against it allows the user to choose from a number of options.  A  drop down box appears when the arrow is clicked on
• The ‘Warehouse ID’ field is greyed out.  This field will display the warehouse id entered.  No amendment is allowed
• The country codes are maintained in country codes maintenance.  See the Company Maintenance user Guide for details
• Copy Warehouse enables the user to copy the set-up in this warehouse to another existing warehouse
• The Warehouse Rules button takes the user to another screen.  Note. Warehouse rules are maintained within the Company Maintenance User Guide

Copy Warehouse (STKWHSE01A)

Enables the user to copy the set-up in this warehouse to another existing warehouse id.

Note:

• From Warehouse: Display Only and is pulled from the Main Warehouse Maintenance Screen
• Warehouse ID: Maximum of 3 Characters
• When all the required information has been entered, the ‘Create Warehouse’ Button needs to be pressed in order for the New Warehouse to be Created

Warehouse UOMs (STKWHSE01A)

You can maintain the UOMs for Area, Length, Volume and Weight here.

This enables the different types of measure and their associated unit. If volumetric information is not required all values can be left blank.

Note: It is advisable to not use the values 'MM'(millimetres) and 'GRM'(grammes)as it very easy to exceed the system maximums for these values. Areas affected include Allocation and EDI.

Warehouse Rules (WHS0078)

Warehouse rules are established as part of the development of the system functionality. The ability to specify which specific functionality is to be enabled in the warehouse and give any specific values is given in this screen.

Field Name	Description	Options
Four Character Code as Held in Warehouse Rules Control	Description of rule controlled functionality	Value to enable functionality

System Parameters (WHS0010)

This screen maintains all the static formats that will be used to set up the warehouse.  There are three tabs in all.  This page will detail the setup required within the MAIN tab.

Warehouse specific information is maintained in this screen. The above set up is the generic set up for a basic warehouse. Please see information at the end of this user guide for more details on the client specific flags

Used to specify a number of parameters that will govern the way the system will operate and how various items of information will be formatted in this warehouse.

Note, again, the user must be logged in as the correct warehouse in order to make changes

Note:

• Auto Log Display determines whether the user wishes to see the allocation log once a set of orders has been allocated

• Pick Note and Pal Move Lines specifies the number of lines allowed on a printed pick or move note

• The Area, Aisle, Bay and Level lengths are used to determine the format of the location codes.  I.E. A location code of AA-01-1A  would have an aisle, bay and level length of 2 each (the area code is not included)

• Max. Rotation Length is the length of the system generated rotation number

• Loc Delimiter is the symbol used to separate the aisle, bay and level within the location code (for our example, the delimiter would be ‘-’

• The Rotation Type is how the system generates the rotation number, or whether it is to be manually entered by the user.

• Reduce Stk At will determine when stock is downdated during the order cycle.  Note, this is extremely important, if you choose ‘Pick Confirmation’ Despatch will not be feasible .

GOODS IN TAB

The Goods In tab of the System Parameters screen specifies what functionality during goods receipt you wish to use.

Note:

• The Auto Putaway flag must only be set  to ‘Y’ if you wish the system to dictate where stock is located during the goods receipt process
• The Opposite and Next Aisle Param fields are to determine how many locations you wish the system to search before moving to the next, or opposite aisle during Auto Putaway
• The Hold Stk until Putaway flag should always be set to ‘Y’  If this is not set, stock received on a goods receipt could be ordered before it has been physically located within the warehouse

DEFAULT LOCATIONS TAB

The Default Locations tab is used to determine which locations are to be used during certain automatic processes throughout the system.

Note, this screen cannot be set up until the location codes have been created.  The user normally saves the first two tabs of System Parameters, then returns to complete this tab once the necessary locations have been created

Note:

• Only the Default Marshalling Location is used within generic basic warehouse set-up.  Any other locations required will be determined by the client specific processes
• Note, failure to enter a marshalling location here will mean that it will be required to be manually entered for each allocation run.

AREA CODES MAINTENANCE (WHS0035)

The creation of an area code is to enable the user to assign locations to a specific physical area within the warehouse.  Note, bigger warehouse will have more clearly defined areas than that of a smaller operation.

These codes are used as part of the location identifier as well as in sorting pick lists, structuring stock take etc..

Note:

• The code specified must be within the area code length defined in system parameters main tab
• The description is used to enable the user to clearly see where the area is within the warehouse

AISLE CODES MAINTENANCE (WHS0050)

Aisle Codes Maintenance enables the user to create aisles within the warehouse.

The aisles can then be configured using the opposite and next aisle fields to specify where they are physically located in relation to each other.

These codes are used as part of the location identifier as well as in sorting pick lists, structuring stock take etc..

Note:

• The Aisle Code entered must be within the defined length as set up in system parameters
• The Opp and Next Aisles can only be created once the original aisle code is set up
• The Aisle Max Sequence is used to determine the number of locations within that aisle.

AISLE SEQUENCE MAINTENANCE (WHS0060)

In this screen the user can configure the sequence in which the aisles will be used. For Bulk aisles such as Marshalling and Quarantine the maximum sequence is used as these do not follow any algorithm.

This screen needs to be maintained if using the auto-putaway at receipt.  It will determine the priority and order of aisles to be received into.

Note:

• Link an aisle to an area code, and assign a unique sequence.
• All aisles created within Aisle Codes Maintenance must be entered in this screen.

AISLE STATUS MAINTENANCE (WHS8231)

In order to make the aisle available to the system, all aisle codes to be used must be set to available.  Note, the default on entry within the screen is No.

Used to indicate if a given aisle is actually currently in use or is available. Used in the event of physical access problems etc. The screen is used with the RF system.

Note:

• The system will automatically default in all aisle codes previously set up. The user then simply has to change the Available Flag from N to Y for each one.

PALLET TYPES MAINTENANCE (WHS0045)

All pallet types used within the warehouse are to be maintained in this screen.  Pallet type by definition is the media used to store goods within each location.  Media can include such things as wooden pallets, plastic storage boxes or cartons.

Note:

• Pallet Type is a free text field that can hold up to four characters.  The user should ensure that the abbreviation used can be easily understood by the operational staff.
• The mandatory height, weight and %fill fields must be populated with the correct values in order to ensure the accuracy of auto-putaway

TRUCK TYPES MAINTENANCE (WHS7020)

Mainly used for RF enabled warehouses, this screen determines what kind of truck can be used around the warehouse.  The truck types entered here can then either be added into location types maintenance, or entered onto a handheld RDT when processing.

Note:

• The Truck Type entered must be 2 characters long
• The Send button will refresh the WCS with all truck types and their description.
  

LOCATION TYPES MAINTENANCE (WHS0070)

The Location Types screen is used to build the locations within the system.

Location Types - Locations Tab

Here the user specifies what kind of location is in each aisle.

For example, some racking maybe narrower in certain sections, meaning the number of pallets allowed in each bay is reduced.

To make this clear, a different location type would be assigned to each location.

For each location type, the maximum number of pallets and the type of pallet allowed is then given to each location type.

The user can then assign a priority to when using auto-putaway, the system uses priority 1, then 2 etc.

Location Types - Pallet Details Tab

Used to specify what pallet types can be used in a given location type.

Note:

• In order to use the pallet details tab, the user must enter 'Y' in the Pallet Storage field.  Entering 'N' will cause the location type to be seen as non-palletised and therefore not use-able for any stock stored on a pallet.

• The maximum storage is the number of pallets allowed in that location.  For auto-putaway, the system will stop using that location once this maximum storage quantity has been exceeded.

Location Types - Truck Details Tab

The Location Truck types are required to define the access of trucks to this location type, for use within the WCS.

Note:

• In order to use the truck details tab, the user must enter 'Y' in the Truck Types field.
• The Send button will refresh the RF system with all Location/Pallet Details/Truck Type information. Any additions or changes are automatically sent to the RF system on saving changes or a adding a new record.

LOCATION CLASS MAINTENANCE (WHS8056)

Used to assign a particular product classification to ranges of locations. Used by putaway to store products in relevant areas of the warehouse especially where segregation may be required.

Note:

• Product classification is maintained with Stock Maintenance.
• It is possible to assign either a range of locations or to add and remove on a location by location basis.

LOCATION CODES MAINTENANCE (WHS0090)

This is the manual screen that allows the user to create each location code within the warehouse.  The non-mandatory fields (not yellow) will be defaulted with the values shown in the figure below.

If using the Automatic Location Maintenance screen, the Marshalling location must be created in order to enter this into the Default locations of System Parameters.

Note:

• The location code specified must be the total length of the aisle, bay and level code lengths defined in system parameters, main tab
• The area code must be one predefined in area codes maintenance
• The use determines what the location will be used for.

Standard values are:

• 0 - Preadvice Location
• 1 - Bulk Location
• 2 - Pick Location
• 3 - Receipt Location
• 4 - Returns Location
• 5 - Damaged Stock Location
• 6 - Marshalling Location
• 7 - Goods In/Out Bay Location
• 8 - Quarantine Location
• 9 - Replenishment Location
• D - Dynamic Pick Face
• M - Multi-Pallet Storage Location
• P - P&D (Pick and Drop) Location
• U - Units Pick Location

The Multi-Deep values specify how an M type location is used and validates:

• Position - one of
  • Front
  • Back
  • Non-Linked
• Use - one of:
  • 4 - Valid pallets contain the same stock, batch number and owner batch
  • 5 - Valid pallets contain the same stock.
  • 6 - Valid pallets contain the same stock and sell-by date.
  • 7 - Check the last receipt location for pallets containing the same GRN and stock.
  • 8 - Valid pallets contain the same stock and manufacturing date
• Linked Loc - if front or back, which location is this location linked to.

AUTOMATIC LOCATION MAINTENANCE (WHS0470)

This screen allows the user to create large quantities of locations in one screen.

It is easier and quicker than using the manual location codes maintenance.

Used to automatically create contiguous ranges of locations. This screen allows the user to automatically create large quantities of locations in one continuous range.  It is easier and quicker than using the manual location codes maintenance.

Note: To prevent unexpected locations being created, deleted or amended it is advisable to restrict the selection parameters to an aisle as a time.

Fields:

• The Run Type field has four options, Create, Delete, Release and Suspend.  Suspend and Release only hold and release locations respectively, they do not delete them.
• The Area for Aisle must be one predefined in Area Codes maintenance
• The Location Type must be one predefined in Location Type maintenance
• Location Usage is the use type of the location (1,2,6 or 8 as explained in the Location Codes Maintenance page)
• Bonded, default is always N
• RDT.  This flag is only to be used if the locations are to be RF enabled.  Default is N
• Start and End Location.  This is the range of locations to be created.  Note, care must be taken when entering the range, especially if using different types/uses.

Once entered, you can click the Generate button to generate locations according to the template parameters provided.

EMPLOYEE MAINTENANCE (WHS0020)

This is where the employee codes are set up.  Each person using the system or working in the warehouse need to be assigned an employee code.

Note:

• Employee Code: Although the field allows up to 10 characters, only a maximum of three can be used if the system is RF enabled
• All fields other than Employee Code can be left blank.  However, the Name should always be populated for cross referencing in the future.

• The Send button will refresh the RF system with all employee detail information. Any additions or changes are automatically sent to the RF system on saving changes or adding a new record.

REASON CODES MAINTENANCE (WHS0080)

This is used to establish all of the Reason Codes that may be selected when performing a stock management transaction within the warehouse.

Reason Codes are two character abbreviations used to describe why a particular action within the system has been taken.

For example, reason codes needs to be entered for every stock adjustment, hold and pick adjustment.

Whether a reason code is to be used to hold stock or not, determines whether the hold code flags are set to Y or N.

Note:

• The codes used to describe an adjustment must be clearly understood by the operational staff as the Description entered here is not shown throughout all of the screens during processing.
• The G/B field determines whether a reason code is good or bad.  This functionality is mainly used within Sales Order Processing (Proof of Delivery) to determine whether stock should be written off or not.
• The user may see a different layout to this screen than the one shown here.  This is based on a Program level registry setting 'WHS Layout Visible' under WHS0080.  The versions shown here is the generic screen.
• The Send button will refresh the RF system with all employee detail information. Any additions or changes are automatically sent to the RF system on saving changes or adding a new record.

SYSTEM REASON CODE MAINTENANCE (WHS0085)

This screen does not have to be set up.

However, during various processes, the system dictates its own hard-coded reason codes.

As there is no table to specify what these codes mean, this table can be used to ‘translate’ a system generated reason code.

For example, after Receipt Confirmation has been completed, the system automatically puts stock on hold with a reason code of ’90’.

When querying the product, all the user will see is an unknown number.

‘AP’ is created in reason codes maintenance and assigned to System Code ’90’

For all future queries, the user will then see a more recognizable ‘AP’.

Note:

• The System Code is the one generated by Calidus 3pl.  For a full list, please see your representative from OBS.
• The Reason Code must have been previously set up in Reason Codes Maintenance.

Below is the current list of System Reason Codes from the time of writing, these will be added to as the system is developed.

Reason Code	Description
5M	RF Ad hoc stock move
6A	Allocation shortage
73	Rework
74	Allocation Hold Code
75	EDI serial (approve/reject)
81	Goods putaway confirmation
82	Pallet movement confirm - from
83	Subcontracting order
84	Stock movement confirm - from
85	Stock movement confirm - to
86	Awaiting review
87	Quality inspection hold
88	GRN reversals
90	Received awaiting putaway
92	Auto quarantine of stock
93	Pallet movement request - from
94	Pallet movement request - to
95	Held in damaged location
96	Under delivery
97	Damaged prior to receipt
98	Over delivery
RT	Held in returns location

The user reason codes are configurable but MUST have reason codes that match the link items in the system reason code table, reference the example data below.

Reason Code	Description
DA	Damaged Stock
90	Awaiting Putaway
6A	Scrap item
QA	Quality - Assurance
QH	Quality - Hold Stock
RT	Rerurned Stock - Auto Hold
81	Stock Putaway
**	Stock Take Adjustment
19	Stock Take - Decrease
20	Stock Take – Increase
R1	Reserved Stock

RECEIPT TYPES MAINTENANCE (WHS4000)

When processing a goods receipt, or requesting reports regarding receipts, a Receipt Type is requested.  This is used to separate different kinds of receipts for ease in future queries.

Note:

• The Receipt Type entered must be 3 characters long.
• Generic types are REC (Receipt), RET (Return), and PUR (Purchase Order).

TRANSACTION TYPES MAINTENANCE (CTLTRAN01A)

This screen only has to be amended/created if wanting to use the Transactions Report.  The system will automatically generate the Transaction Types when processing.  Note, some of the Transaction Types are already created when opening this screen.  The values below are the default types.

Note:

• The Transaction denotes each system or user generated transaction type during all processes
• The Interface flag is used is client specific EDI Processing

Owner Set-up

Owner Maintenance

This document describes the required screens to be used in setting up the information concerned with the Owners of stock in the warehouse. Other guides describe the set up of company, user, warehouse, stock etc.

This is a generic guide based on the version of the CALIDUS WMS system at the time of writing.

It can also be used by clients to specify their specific data values to aid initial system set up as well as for future reference.

Note that fields marked '**' are mandatory and are needed to ensure correct set up of the system.

Owner Maintenance - Main Tab

Field Name	Description	Options	Generic Value
Owner **	Owner code - note, in order to setup an owner from scratch or to make any amendments or changes to the parameters within this screen - you must have registry setting 'OwnerSuperUser' set to '1'	10 character free text field - note, for RF and other processing, the owner code must only be 3 characters - LOV available in query mode	Defined by the client
SubCode ** (not labelled)	Sub code of the owner - this allows the user to have the same owner code with multiple entries, however, the standard is always '001'	3 character free text field	001
Description (not labelled) **	The name of the owner	30 character free text field	Defined by the client
Owner Group **	Used for EDI reporting purposes, the ability to group multiple owners under one owner. This then becomes the master and the 'owner group' - (not migrated)	Must exist in owner maintenance - will default to current owner code - LOV available	Defined by the client
Supplier - 1st field - ledger code **	Ledger code associated with the supplier	Must have been created in ledger codes maintenance and assigned to the user id - always PL1	PL1
Supplier - 2nd field - supplier code	Default supplier for the owner - this can be used at goods receipt to automatically default in this supplier code at pre advice	Must have been created in partners maintenance - LOV available	Defined by the client
Supplier - 3rd filed - supplier sub code	The sub code for the default supplier for the owner	001 or left blank	Defined by the client
Customer - 1st field - ledger code **	Ledger code associated with the customer	Must have been created in ledger codes maintenance and assigned to the user id - always SL1	SL1
Customer - 2nd field - customer code	Default customer for the owner	Must have been created in partners maintenance or customer wizard - LOV available	Defined by the client
Customer - 3rd filed - customer sub code	The sub code for the default customer for the owner	001 or left blank	Defined by the client
Address 1	The first line of the address for the owner	30 character free text field or left blank	Defined by the client
Address 2	The second line of the address for the owner	30 character free text field or left blank	Defined by the client
Town	The town in which the owners address is situated	30 character free text field or left blank	Defined by the client
County	The county in which the owners address is situated	30 character free text field or left blank	Defined by the client
Country **	The country in which the owners address is situated	Must have been created in country codes maintenance - LOV available	Defined by the client
Post Code	The post code for the owners	10 character free text field or left blank	Defined by the client
Tel	The tel no for the owners address	20 character free text field or left blank	Defined by the client
Fax	The fax no for the owners address	14 character free text field or left blank	Defined by the client
Goods Receipt by PO	Defines whether receipts by purchase orders are required (not migrated)	Y or N	N
VAT No	The VAT number	Lookup
Owner Email Addr	Owner's email address

Owner Maintenance - General Tab

Field Name	Description	Options	Generic Value
Default Consolidate Code	Allows you to enter a code which will validate against the owner's receipts and orders to be consolidated from collection no. or advice note and order header details - client specific (not migrated)	None	Blank
Update Order Demand	Allows you to update the order demand records (used for reporting purposes) - not migrated	1 - Update with ordered quantity 2 - Update with pick confirmed quantity or left blank	Blank
Adhoc Stock	If set to 'Y', allows the user to be automatically taken into the stock set up screen if they enter a product that does not exist (not migrated)	Y or N or left blank	Defined by the client
Check Desp by Order	Enables the prevention of despatching orders on a route load individually	Y, N or left blank	Defined by the client
Days to Over Age	As per the same stock fields, this states how many days the product is in the warehouse before it is over age (see stock maintenance guide for details) - this value will apply to all products for this owner (not migrated)	0 - 999 or left blank	Blank
Days to Under Age	As per the same stock fields, this states how many days the product is in the warehouse before it is under age (see stock maintenance guide for details) - this value will apply to all products for this owner (not migrated)	0 - 999 or left blank	Blank
Two Units of Measure **	Dictates whether the owner will be using cases and units, rather than just cases	Y or N	Defined by the client
UOM Description 1	Description of the highest unit of measure to be used if two units of measure flag is set to Y (not migrated)	Must have been set up in unit of measure maintenance or left blank - LOV available	Blank
UOM Description 2	Description of the lowest unit of measure to be used if two units of measure flag is set to Y (not migrated)	Must have been set up in unit of measure maintenance or left blank - LOV available	Blank
Convert Units **	Specifies whether, if using two units of measure, you wish the system to explode the number of units into cases	N - Do not convert units to cases Y - Convert at order entry - Prompt E - Convert at order entry - do not prompt	Defined by the client
Weight Format **	The default weight for the owner	Must exist on the ml_captions table for weight_format	Defined by the client
Local Vat Office	Specifies the reference number for the location VAT office	10 character free text field or left blank	Blank
Batch Checking **	Do you require the system to do an additional check on batch quantities. I.e. for stock adjustments, the user will be prompted for a batch amount - the adjustment will not be completed until the amount adjusted = the batch amount (not migrated)	Y or N	N
Audit Flag **	Determines what auditing records the system will keep. This will note changes to the various records for future reference (partially migrated)	0 None 1 Stock and Owner 2 Bonded Stock and Bonded Owner 3 Stock Records Only 4 Owner Records Only 5 Bonded Owner and Owner 6 Bonded Stock and Stock 7 All the above - will default to 'Stock and Owner'	1
EAN.UCC Code	Used for SSCC number/label production - this client specific company prefix number is used within the SSCC autogenerated number	10 character free text field or left blank	Blank
Code for Frozen Stock	A field for a 'virtual owner' code to be used to allow changes of state of stock by 'change of ownership' (i.e. frozen to chilled etc) without using a product level flag	10 character free text field plus sub code field or left blank	Blank
Multi Vendor Pallets	Specifies whether the owner will have more than one supplier - this will flag for a supplier code to be entered at all positive additions to stock quantities (not migrated)	Y or N	N
Client Account Code 1	Client specific additional reference code for the owner	10 character free text field or left blank	Blank
Client Account Code 2	Client specific additional reference code for the owner	10 character free text field or left blank	Blank
Client Account Code 3	Client specific additional reference code for the owner	10 character free text field or left blank	Blank
Cascading Replenishments **	Does the owner use cascading replenishment. This is used if the owner has multiple uoms and wishes to cascade the replenishment to each one i.e. unit to box, box to case, case to pallet and back down again (not migrated)	Y or N	N
Country of Origin Checking **	Determines whether the system will force the user to validate the country of origin during processing (not migrated)	Y or N	N
High Value Pick Checking **	Are high value check digits required prior to pick confirmation? (not migrated)	Y, N or left blank	Blank
Postcode Mandatory	Is the postcode to be mandatory for customers address? (not migrated)	Y, N or left blank	Blank
Multi Owner Flag	Is this owner a multi owner or not. If set to Y, can be used to enable multi owner ordering under one owner i.e. if one product exists under 2 owners, an order placed under this owner would allow allocation from either (not migrated)	Y, N or left blank	Blank
Generate Multi Owner Code	If the owner is a multi owner, should the system generate a multi owner reference? (not migrated)	Y, N or left blank	Blank
Change Description Flag	Determines whether, if copying a product to a new product, whether the product description can be changed	Y, N or left blank	Blank
Allocate by Vendor	If allocate by vendor = 1 or 2, the system will prompt you for a supplier on order entry. If there is insufficient stock for this stock/supplier combination, (even if there is stock for a different supplier) the allocation will fail (not migrated)	0 - Do not allocate by supplier 1 - Allocate-update for types 1-8 2 - Allocate-update for all types or left blank	Blank
Supplier of Stock	If this flag is set to 'Y', the system will prompt for a supplier at goods receipt (not migrated)	Y, N or left blank	Blank
Despatch BM Application	Determines whether a BM application number is required at despatch - client specific (not migrated)	Y, N or left blank	Blank
Driver Required at POD	Specifies whether, at POD confirmation a drivers name is required (not migrated)	Y or N - will default to No	No
Trunking Allowed **	Used in conjunction with the waybill screen, specifies whether orders can be Mantled (Mantling relates to a delivery to an intermediate distribution centre before the individual shipments are separated according to their end delivery points) - the waybill screen will check this flag to see if this process is required	Y or N	Defined by the client
Consolidated Deliveries Allowed **	Used in conjunction with the waybill screen, specifies whether orders can be Samtaxered (Samtaxering relates to the grouping of multiple orders for the same delivery point and the subsequent production of one Waybill) - the waybill screen will check this flag to see if this process is required	Y or N	Defined by the client
Auto Supplier Create		Option select Yes or No	Defined by the client
Auto Customer Create		Option select Yes or No	Defined by the client
Substitute Products Update All Warehouses		No - Changes only apply to current warehouse Prompt - ask user before applying changes to all warehouses. Yes - Automatically apply changes to all warehouses.	Defined by the client
Reason Code Restrictions		Yes or No	Defined by the client
New SSCC Required		Yes or No	Defined by the client
ASN Supplier Party ID			Defined by the client
Default Line Type C Stock Code			Defined by the client

Owner Maintenance - Sales Order Tab

Field Name	Description	Options	Generic Value
Owner Stationery	Is documentation produced from the WMS to be pre-printed on the client's own stationery? (not migrated)	Y or N - will default to No	N
Delivery Days	Indicates how many days are required to deliver stock for this owner (not migrated)	0 - 999 or left blank	Blank
Dept. At Order Level	Determines whether a department code should be prompted for at order entry (not migrated)	Y, N or left blank	Blank
POD Confirmation Level	Determines whether POD will be actioned at stock or pallet level (not migrated)	S - POD Confirm at Product level (no regard for batch or pallets) P - POD Confirm at Batch/Pallet level - or left blank	Blank
POD Signator **	Determines whether a signature is required at entry of POD before confirmation is allowed	Y or N	Defined by the client
Packing List	Determines whether a packing list is required, and if so, at what point. Note, this is based on the 'old' packing functionality. If set to 'Y' and then use the new packing screens, the system will prevent you from despatching orders.	N No P Pick Y Yes	N
Back Order Indicator **	Used in conjunction with product and product class flags to determine whether back ordering is required (not migrated)	Y or N	N
Supply Other Customers	Indicates whether this owner will supply other owners' customers (not migrated)	Y, N or left blank	Blank
Pay Terms **	Used in the old invoicing functionality - if flag set to 'Y', would override standard payment terms (not migrated)	Y, N or left blank	Blank
SOP Invoicing **	Relates to old invoicing functionality - determines when invoicing is to be produced (not migrated)	N - None I - Immediate W - Weekly	None
JDE Transfer **	Relates to old invoicing functionality - whether the invoices are to be interfaced to JDE (not migrated)	C Client Invoicing N No Invoicing Information S SOP Invoicing Y Submit all invoices to JDE	N
Prevent Ordering	Used in conjunction with a similar flag at customer level, will determine whether sales orders can be generated or not	Y - Prevent ordering for all customers C - Prevent ordering if the customer flag is set to 'Y' N - Do not prevent ordering - or left blank	Blank
Manifest Ref Required	Used in population of the PCK tables for packing messages. If set to 'Y' will prompt for a manifest reference at order entry. This will then be written to the PCK tables (Kewill)	Y, N or left blank	Blank
Over Picking	States whether the owner allows over picking at pick confirmation	Y, N or left blank	Blank
Order Priority Del Dates		Yes or No
Enter Sellers Reference		Yes or No
Pallet Level Flag **	Determines whether pallet levelling is required, and if so, how (not migrated)	C By No. of Cases N None P Pallet Fill Factor	N
Line Type **	Specifies the default line type. This will dictate how the system allocates stock and in what priority	1 - Standard 2 - Non-Stock 3 - Rotation 4 - Pallet 5 - Cust Rotation 6 - Cust Pallet R - Rot - Nocommit M - Medical	1
Assembly Inst Reqd		Yes or No
Enter Order Value		Yes or No
Email Reqd		Yes or No
Email Address	Email address if email is required.
Validate Pack Despatch		Carrier Required Yes or No
Cheque Pay Name	Used in old invoicing functionality - the name to appear on the cheque (not migrated)	20 character free text field or left blank	Blank
To Follow Text	Used in old invoicing functionality - 'to follow' text to appear on invoicing documentation - (not migrated)	40 character free text field or left blank	Blank
Commission Rate Flag **	Used in old invoicing functionality - determines whether the commission rate should be overridden (not migrated)	Y or N	N
Sequence No. Generate **	Determines how the order number is generated when entering an order at order entry and/or edi (all migrated apart from no.4)	1 General Range 2 Owners Range 3 Mandatory 4 Prefix with Order Class	1
Default Order Type **	Specifies the default order type for this owner	C Community (EU) E Export H Home Use O No default processing	H
Allocation Rules (1) **	Dictates in what sequence the system will allocate the stock	0 Bulk Until OT Then Pick 1 Pick Locations first 2 Bulk Locations first 3 ONLY from Pick Locations 4 ONLY from Bulk Locations 5 Partial Multi-Deep First 6 Sequence Against Stock 7 As 6 Till OT then Rule 3 Reverse	Defined by Client
Allocation Rules (2) **	Dictates the sequence for replenishment	0 Replenish Bulk -> Pick 1 Replenish Replen -> Pick 2 Replenish Bulk -> Rep -> Pick 3 Do NOT Replen in Allocation	3
Allocation Rules (3) **	Dictates the sequence for allocating part pallets vs full (bulk) pallets	0 Part In Sequence 1 Part Before Full Pallets 2 Part After Full Pallets 3 Part in Sequence- Move to Pick 4 Part Before Full - Move to Pick 5 Part After Full - Move to Pick 6 Part Before Full - Rp Pt In Seq 7 Part After Full - Rp Pt in Seq 8 Pt Bf Ful - Rp Pt in Sq Mv Pick 9 Pt Af Ful - Rp Pt in Sq Mv Pick	0
Allocation Rules (4) **	Dictates when and how the pick lists are produced (currently only 0 is applicable)	0 Blk Prt and OOS PL from PL 1 Blk and Prt PL (Sep) from PL 2 Prt and OOS PL from PL 3 Blk and Prt (Cmb) from PL 4 Blk and Prt (Cmb). OOS from PL 5 Blk Prt and OOS from Alloc 6 Blk and Prt (Sep) from Alloc 7 Prt and OOS from Alloc 8 Blk and Prt (Cmb) from Alloc 9 Blk and Prt (Cmb). OOS Alloc	0
Allocation Rules (5) **	Dictates whether consolidated pick list is required and whether the system is required to prompt for it (not migrated)	0 No prompt for Con PL at ALL/PCK 1 Do Prompt for Con PL at ALL/PCK	0
Allocation Pre-Pass **	Determines whether the system should reset the order back to committed if there is insufficient stock in the warehouse, dependant on what level you wish it to restrict.	0 Accept Shortages 1 Do Not Short Alloc. Order line 2 Do Not Short Alloc. Product Type 3 Do Not Short Alloc. Order 4 Do Not Short Alloc. Range C As N -unalloc set to committed N Do Not Use Allocation Prepass Y Use Allocation Prepass	N
Order Threshold	Works in conjunction with allocation rule 1. The Break Point as a % of a Standard Pallet when Allocation will switch from Bulk to Pick	0 - 100 or left blank	Defined by the client
Default Pick Usage **	Will determine whether allocation has to allocate from pick locations first. Note, if this is set to 0 or 1, allocation will fail if no pick locations are set against the products	0 Use Defined Picks 1 Must Exist Before Allocation 2 Do Not Use Defined Picks	2
Alloc Pre-Advice **	Specifies whether stock is allowed to be allocated if it is at the pre advice stage (not migrated)	Y or N	N
Pre Receipt **	Specifies whether stock is allowed to be allocated if it is at receipt confirmed stage (not migrated)	Y or N	N
Direct Hit Type **	Direct Hit type works in conjunction with the allocation rules. It uses the actual ordered quantity to specify which pallet to allocate from. The system will look for a pallet with the exact or nearest quantity available to that ordered. Dependant on which hit type used, determines which sequence of locations it searches in to allocate. (not migrated)	0 - Do not use Direct Hits 1 - Hit in Sequence specified against the stock code 2 - Hit in Sequence with preference to pick 3 - Hit in Sequence with preference to bulk 4 - Hit in stock code sequence then oldest part pallet greater than remainder. 5 - Hit in sequence with preference to pick then oldest part pallet greater than remainder. 6 - Hit in sequence with preference to bulk then oldest part pallet greater than remainder	0
Remove Stock Id **	Determines whether all system ids i.e. pallet id, rotation, sell by dates etc are removed on transfer to a pick location (not migrated)	Y or N	N
POD by Despatch Note **	Indicates whether POD is to be displayed in despatch note sequence (not migrated)	Y or N	N
Service Level Flag **	Indicates whether a service level is mandatory at order entry (not migrated)	Y or N	N
Pick Wave Max Orders		Integer
Indicate Last Pallet Pick		Yes or No
Max Order Lines		Integer
Use Replen Level in Allocation		Yes or No
Display Carrier Info		Yes or No
Topup Replen After Allocation		Yes or No
Run Replenishment Report		Yes or No

Owner Maintenance - Goods Received Tab

Field Name	Description	Options	Generic Value
Owner Pallet Id **	Specifies whether a customer pallet id is required	Y or N	Defined by the client
Allow Duplicate Owner Pallet Id **	If customer pallet id's are required, are duplicates allowed?	Y or N	Defined by the client
Owner Batch Id **	Specifies whether a customer rotation is required	N - Don't use cust batch numbers R - As Y - returns are restricted Y - Use customer batch numbers	Defined by the client
Auto Quarantine All Stock **	Rather than on product level, allows you to auto hold all products for this owner at receipt	Y or N	Defined by the client
Reason	Reason code for the auto quarantine if auto quarantine is set to 'Y'	Must exist on reason codes maintenance or left blank if no auto quarantine - LOV available	Defined by the client
Auto Quarantine Review Period	Sets the number of days the stock will be held under quarantine (not migrated)	0 - 999 or left blank	Blank
Automatic Hold for Cust. Returns	Are goods received as a customer return to be automatically put on hold? - will generate a system reason code of '89'	Y or N	Defined by the client
Multiple Sell by Dates	Are pallets with the same rotation number allowed to have multiple sell by dates? (not migrated)	N No S No but amendable Y Yes	N
X-Dock Order Priority	If an order priority code is entered here, only orders with that priority code can be cross docked	Must exist in order priority maintenance or left blank - LOV available	Defined by the client
X-Dock EDI Pallet Lines **	Are the extra cross docked pallet details to be sent in the outbound receipt message (not migrated)	Y or N	N
Further Rotation Details Req	Are additional rotation details to be entered at receipt?	Y, N or left blank	Defined by the client
Over Delivery Accepted **	Used with purchase ordering, determines whether this owner is allowed to receive more stock than advised on the P.O.	Y or N	Defined by the client
Tolerance %	If over delivery is set to 'Y' - a percentage of how much over the advised quantity you are allowed to receive	0 - 100 or left blank	Defined by the client
Two Staged Goods Rec. Confirm **	Determines whether an additional stage of goods receipt is required (not migrated)	Y or N	N
Pre-Advise Pallets Allowed **	Determines if, at goods receipt, you wish to enter pallet level information	Y or N	Defined by the client
GRN/PO Conf at Header or Line	Determines whether receipt confirmation will occur at header or line level (not migrated)	H - Head L - Line - will default to header	H
GRN Prints before Receipt Conf		Yes or No
Display AKA Stock Code		Yes or No
Receipt Date set to Date Confirmed		Yes or No
Sell By Date Default		Receipt Date + Intake Life Manufacture Date + Intake Life System Date + Intake Life Rec Date + Intake Life + Alloc Man Date + Intake Life + Alloc Sys Date + Intake Life + Alloc
Validate Received Sell By Date		Yes or No
Allow Future Manufacture Date		Yes or No

Owner Maintenance - SOP Charging Tab

Field Name	Description	Options	Generic Value
SOP Invoicing Required	Determines whether SOP invoicing for this owner is enabled	Y, N or left blank	Defined by the client
Allow Change To: Price **	Is the stock price at order entry, order invoice maintenance or pre-invoice allowed to be changed	Y, N or left blank - will default to No	Defined by the client
Allow Change To: Price Band **	Is the Price band at order invoice maintenance or pre-invoice allowed to be changed	Y, N or left blank	Defined by the client
Allow Change To: Invoice Amount **	Is the Invoice Amount at invoice maintenance or pre-invoice allowed to be changed	Y, N or left blank	Defined by the client
SOP Invoice : Minimum Number	Determines the lowest number in the range for the SOP invoice number. Invoice numbers will be generated from this value, incremented by 1	0 - 99999999 - will default to 0	Defined by the client
SOP Invoice : Maximum Number	Determines the highest number in the range for the SOP invoice number. Invoice numbers will be generated upto this value	0 - 99999999 - will default to 1	Defined by the client
SOP Invoice : Last Number	Determines last number produced for the SOP invoice number.	0 - 99999999 - will default to 0	Defined by the client
Credit Note: Minimum Number	Determines the lowest number in the range for the Credit Note number. Invoice numbers will be generated from this value, incremented by 1	0 - 99999999 - will default to 0	Defined by the client
Credit Note: Maximum Number	Determines the highest number in the range for the Credit Note number. Invoice numbers will be generated upto this value	0 - 99999999 - will default to 1	Defined by the client
Credit Note: Last Number	Determines last number produced for the Credit Note number.	0 - 99999999 - will default to 0	Defined by the client
Number Format	Allows the user to set the invoice number format to be either a sequential running number, or more client specific, the first 7digits of the invoice last number, the last number from the current year and a check digit based on modulo-10	'0' - Sequential Invoice Number '1' - 7/Year/Mod10 or left blank	Defined by the client
SOP Invoice	A predefined 3 character format to determine an owner specific invoice format	3 character free text field - the format used must be a valid system source format or left blank	Blank
Credit Note Format	A predefined 3 character format to determine an owner specific credit note format	3 character free text field - the format used must be a valid system source format or left blank	Blank
Despatch Docs	Determines what documentation is required - whether a delivery note and/or waybill is to be produced	B - Both Dnote and Waybill req'd D - Dnote only required W - Waybill only required	Blank
Min, Despatch Document No.	Determines the lowest number in the range for the Despatch Note Number number. Despatch Note numbers will be generated from this value, incremented by 1	0 - 9999999999 - will default to 0	Defined by the client
Max. Despatch Document No.	Determines the highest number in the range for the Despatch Note number. Despatch Note umbers will be generated up to this value	0 - 9999999999 - will default to 1	Defined by the client
Last Despatch Document No.	Determines last number produced for the Despatch Note number.	0 - 9999999999 - will default to 0	Defined by the client

Owner Maintenance - External Interface Tab

Field Name	Description	Options	Generic Value
External SOAP API Interfaces
Metapack Required	Is this interface required?	Y, N	N
NetDespatch Required	Is this interface required?	Y, N	N
Intelligent Shipper Required	Is this interface required?	Y, N	N
Click and Drop Required	Is this interface required?	Y, N	N
Pro Shipping Required	Is this interface required?	Y, N	N
Inbound Transport Interface Options
Loading Details/Email	Is this required? If so, the email address.		Unchecked
Tracking Details/Email	Is this required? If so, the email address.		Unchecked
Despatch Confirmation/Email	Is this required? If so, the email address.		Unchecked
Outbound Transport Interfaces
Transport Interface Required	The type of TMS interface required.	No, Yes, TMS Interface	No
Record Pallet Count	Whether to record the pallet count	No, Yes	No
Record No. of Lifts	Whether to record the number of lifts	No, Yes	No
Ordered	Whether to interface at this status.		Unchecked
Allocated	Whether to interface at this status.		Unchecked
Pick List Printed	Whether to interface at this status.		Unchecked
Pick Confirmed	Whether to interface at this status.		Unchecked
Pack Confirmed	Whether to interface at this status.		Unchecked
Despatch Confirmed	Whether to interface at this status.		Unchecked
Other Interfaces
Account Code
Ext. Account Code
Invoice Format
Exclude from Interface		No, Yes	No
Generate Tariffs		No, Yes	No

Owner Maintenance - EDI Inbound Tab

Field Name	Description	Options	Generic Value
System EDI S/O Number **	Determines whether, when using edi sales order uploads, you wish the system to auto generate the order number (not migrated)	Y or N - will default to No	Y
Prevent EDI GRN Holds **	Determines whether you wish to prevent awaiting putaway holds from being mapped in edi (not migrated)	Y or N - will default to No	N
Validate Sellers Ref **		Y or N - will default to No	N
Amend EDI Orders **	Is the user allowed to amend orders that have been created via edi? (not migrated)	Y or N - will default to No	Y
EDI Page Break **	Do you wish a page break to be inserted at every order number in the edi message? (not migrated)	Y or N - will default to No	N
Multi Owner S/O		Y or N	N
Substitute Stock	Used with the multi owner s/o flag. Specifies whether substitute stock codes are to be used. On upload the system will explode the orders out into muliple owner orders using substitute stock codes (not migrated)	Y or N	N
Owner Sequence	Used in conjunction with the multi owner s/o flag. Specifies what priority sequence the owners will have (not migrated)	001 - 999 - will default to zero	0
EDI Stock Reconciliation **	Determines whether this owner is to be included in the stock reconciliation edi report (not migrated)	Y or N - will default to No	N
Reconciliation Owner	The owner code to be displayed on the reconciliation report (not migrated)	3 character free text field or left blank	Blank
EDI Consumption Report **	Determines whether this owner is to be included in the edi consumption report (not migrated)	Y or N - will default to No	N
Recipient EAN	The European Article Number of the recipient of the edi messages	35 character free text field or left blank	Blank
EDI SAP Interface **	Used to enable SAP details to be entered at goods receipt. If set to 'Y' an additional button will appear at goods receipt to allow sap details	Y or N - will default to No	Defined by the client
Customer Type Upload		Yes or No	No
EDI POD Confirmation **		Yes or No	No
Fly Kitting		Yes or No	No
Delivery Description
EDI Transmit Method	Dictates whether EDI is to be used (not migrated)	Y or N - will default to No	N
Prevent Duplicate Order Ref	Determines, if using sales order upload, whether duplicate order references are allowed (not migrated)	A - Dup ord ref not on system N - Duplicate order ref allowed Y - Dup ord ref not on customer - default is N	N
Prevent EDI Cust Creation	Specifies whether you wish the system to prevent customer codes from being prevented on sales order upload	Y or N - will default to No	N
EDI Call Scheduling	Client specific flag to enable telesales edi schedules (not migrated)	Y or N - will default to No	N
EDI Invalid Lines	Determines whether the system will allow orders with invalid detail lines (not migrated)	Y, N or left blank	Blank
Prevent Dup Stock on LT1 orders	Determines whether the system should prevent duplicate stock codes from being uploaded on a line type 1 order (not migrated)	Y or N - will default to No	N
EDI Invalid Pre Advice	Determines whether the system should allow invalid detail lines on inbound pre advice (not migrated)	Y or N - will default to No	N
EDI Invalid Purchase Orders	Determines whether the system should allow invalid detail lines on inbound purchase orders (not migrated)	Y or N - will default to No	N
EDI Out Alloc	Should the system only allow edi orders to be interfaced on the outbound allocation message (not migrated)	Y or N - will default to No	N
Resend PO's	Determines whether the system will allow previously uploaded purchase orders to be overwritten with new quantities from a new upload (not migrated)	Y or N - will default to No	N
EDI Order Reports	Specifies what type of report is to be produced on upload of an edi order (not migrated)	0 - No Reports 1 - All Reports 2 - Over Committed Only 3 - Order Detail Summary 4 - Over Committed and Detail 5 - Over Committed and summary 6 - Order Detail Summary 7 - Order Summary Only	0
GRPA Functionality Options	Should pallet detail lines be consolidated or expanded on upload of the pre advice (not migrated)	N - Do not consolidate lines R - Don't consolidate expand palls S - Consolidate and expand pallets Y - Consolidate Lines	N
Allow Dup Advice Note	Determines whether duplicate advice note numbers should be allowed on upload of pre advice	Y, N or left blank	Defined by the client
Order Number Without Owner Prefix **	Should the system generated order number be allowed to not be prefixed with the owner code	Y or N - will default to No	N
Set Stocking UOM to Stock UOM1		Y, N	N
Send Fail Acknowledgement			Unchecked

Owner Maintenance - EDI Outbound Tab

Field Name	Description	Options	Generic Value
Stock Snapshot Message
EDI Stock Balances **	Should the owner's stock balances be transmitted via edi (not migrated)	Y or N - will default to No	N
GRN Confirmation (GRMK) Message
GRMK at Receipt or Putaway?	Determines whether the outbound receipt confirmation message is sent after receipt confirmation or putaway confirmation P - Create GRMK at GRN Putaway R - Create GRMK at GRN Receipt - default is R	Defined by the client	N
0 Rec Lines on GRMK	Are zero received quantities to be sent in the outbound receipt confirmation message (not migrated)	Y or N - will default to No	N
Goods Receipt GRMK Format	Specifies which EDI receipt confirmation message is to be sent. (note, only one has been created so far)	HDM or left blank	Blank
Serial Numbering in GRMK Files		Y or N - will default to No	N
Separate Returns in GRMK		Y or N - will default to No	N
Include Location Area (D003)		Y or N - will default to No	N
Include All Receipts in RECADV		Option Select All - EDI and manual receipts EDI receipts only
Outbound Despatch Message
Include Packing Reference (DC01)		Y or N - will default to No	N
Include Full Buyers Reference (DC02)		Y or N - will default to No	N
Include Non Stock Lines (D012)		Y or N - will default to No	N
Include Transport Details (D017)		Y or N - will default to No	N
D018 on Outbound Despatch		Y or N - will default to No	N
D014 on Outbound Despatch		Y or N - will default to No	N
DD11 SOAP Ref on Outbound Despatch		Y or N - will default to No	N
Include Pick Location Area Code (DC04)		Y or N - will default to No	N
Serial Numbering in Order Files		Y or N - will default to No	N
Booking Ref Required for OB EDI? **	Should the booking screen be populated before the outbound Pick/Despatch message is sent (not migrated)	Y or N - will default to No	N
Packing List Details on OB EDI?	Are the packing list details to be sent on the OB Pick/Despatch Message? (Note, automatically sent on the SCH despatch flow with the SCH packing functionality) - (generic - not migrated)	Y or N - will default to No	N
Include Expanded Owners Ref (DC03)		Y or N - will default to No	N
Price on OB Alloc Message		Y or N - will default to No	N
Price on OB Desp Message		Y or N - will default to No	N
EDI Currency Code		Y or N - will default to No	N
Include All Orders on DESADV		Y or N - will default to No	N
Produce Customer Address (DC96)		Y or N - will default to No	N
Include Consumable Packing (DC17)		Y or N - will default to No	N
Inter Warehouse Transfer Quantities
Stock Snapshot Include in Free Quantity		Y or N - will default to No	N
Exclude from Goods Receipt File		Y or N - will default to No	N
Exclude from Despatch File		Y or N - will default to No	N

Owner Maintenance - Charging Tab

This is split into 4 distinct sections:

Invoice Details – for Standard Invoice processing

Field Name	Description	Options	Generic Value
Invoice Type	Flag to identify if Invoicing is applicable to this owner	NORMAL or NONE
Master Invoice Cycle	Unique single character identifier for this owners cycle	Must be valid code from table INVOICE_CYCLE which will define it as Daily, Weekly, Half Monthly etc…
End Day	If appropriate – defines that actual day that a period will end on	User defined
Current Period From/To	The dates of the current Invoice Period for the Owner as defined by the running of the Invoice Production Process	Display only
Last Period From/To	The dates of the last Invoice Period for the Owner as defined by the running of the Invoice Production Process	Display only
Combo Flag	Identify whether Invoice and Credits should be produced as individual documents or combined onto one document	Drop down – COMBINED INDIVIDUAL
Payment Terms	Free text for owner specific payment terms to be printed on Invoices	User input

Rent Details – applicable to Rent Charge processing only

Field Name	Description	Options	Generic Value
Rent Mode	Fixed definition of the type of Rent applicable for the owner	None / Advance / Average / Fixed Advance / Maximum
Rent Cycle	Daily / Weekly / Monthly / Half-Monthly etc (as described above). Note that although the same table is used to define the CYCLE, the Rent and Invoice Cycle are separate processes.	As for Invoice cycle above
Master Rent Cycle/To	Start and End date for the current Rent Cycle for the Owner	User sets up start date and system defines the end date based on the Rent Cycle and the regular (daily) update of rent processing.
Level	The standard charge level for rent	Stock / Pallet / Rotation
Free Days	Numeric value to represent the number of days that Stock can remain in the warehouse Free of Charge for rent	User input
Rent in Despatch	Note this and WHOLE/PART, which is set by the MODE, determines if charges are for full periods, and whether or not Credits are to be generated when stock despatched (and the level of the credit). Also utilises the FREE DAYS to determine the generation of credits for rent already charged.	Yes / No flag
Override VAT	Whether to override the VAT code
Code	The VAT code to use when overriding.

Additional Information

Field Name	Description	Options	Generic Value
Owner Cost Centre	An owner cost centre can be entered if required	Free Text
Associated Pallet Charge	Legacy	N/A
Days for payment	The number of days allowed for payment – between Invoice Date and Due Date printed on the invoice	N/A
Back Account No	Legacy	N/A
Invoice Ref	Free text reference for printing on the invoice	Free Text

Charge Level Details – for control of individual ‘Charge Processing’

‘Auto charges’ (Charge codes with type of ‘Auto’) will be generated automatically within the individual processes if the appropriate flag is set to Yes. All are Yes / No flags (unless otherwise stated). These flags simply allow the user to ‘switch on/off’ charge generation for specific processing as required.

Field Name	Description	Options	Generic Value
Receipt Header Charges	Receipt Header level
Receipt Details Charges	Receipt detail level
Invent Charges	Inventory Movements (inc. Freeze/Chill process)
Carrier to Charge Direct **	Carrier charges (not UPM) – not used any more
Auto Display of Charges	Owner level check for display of auto generated charge codes (pre confirmation within individual processes)
Order Header Charges	Sales Order handling - Order header level
Order Well Charges	Sales Orders - Product type level
Order Pallet Charges	Sales Orders - Despatch pallet level
Order Pallet Exchange Charges	Special Pallet exchange code processing. This checks if a specific charge is to be raised against the Stock Owner for the use of Pallets, due to the fact that neither the Stock Owner or their Customer has an account code for the Pallet Exchange system.
Invoice Generation Charges	Invoice generation process Do we raise a charge each type we produice an Invoice for this owner?

Owner Maintenance - Default Bulk Locations Tab

Used in conjunction with the putaway algorithm of stock. These locations can be used as anchor points at owner level. All products for this owner would then start their putaway locations from these anchor points.

Field Name	Description	Options	Generic Value
Bulk Location 1	Defines the first anchor point for putaway	Must have been created in location codes maintenance or left blank - LOV available	Defined by the client
Bulk Location 2	Defines the 2nd anchor point for putaway	Must have been created in location codes maintenance or left blank - LOV available	Defined by the client
Bulk Location 3	Defines the last anchor point for putaway	Must have been created in location codes maintenance or left blank - LOV available	Defined by the client
Bulk Bond Location 1	Defines the first anchor point for putaway for a bonded warehouse	Must have been created in location codes maintenance or left blank - LOV available	Defined by the client
Bulk Bond Location 2	Defines the 2nd anchor point for putaway for a bonded warehouse	Must have been created in location codes maintenance or left blank - LOV available	Defined by the client
Bulk Bond Location 3	Defines the last anchor point for putaway for a bonded warehouse	Must have been created in location codes maintenance or left blank - LOV available	Defined by the client
Block Stacks Y/N	Can the owner use block stacks? Note, if this flag is set to 'N', the owner will not be able to use pallet exchange or move pallets from any use type 'M' location	Y or N	Defined by the client

Owner Maintenance - Format Tab

This screen will determine which client specific formats will be used for printing documents and labels. Note, each format used must be a valid source format i.e. WHR1700_CSP exists as a program, but WHR1700_XXX does not.

Field Name	Description	Options	Generic Value
PRINT FORMATS
GRN Checklist	The format to be used for the GRN checklist (produced at receipt)	FWL, CLD (blank will denote the FWL generic)	Blank
Goods Receipt Note	The format to be used for the GRN note (produced at receipt)	FWL,(blank will denote the FWL generic)	Blank
Pick List	The format to be used for the pick list	FWL, CSP, SCH (blank will denote the FWL generic)	Blank
Pick By	Determines the sequence the allocated order lines will appear on the pick list	Sort by Aisle Sort by Location Sort by Stockist Sort by product type Sort by Rotation System Default	System Default
Movement Pick List	The format to be used for the movement list (produced at stock or pallet move)	FWL, (blank will denote the FWL generic)	Blank
Despatch	The format to be used for the GRN note (produced at receipt)	FWL, SCH (blank will denote the FWL generic)	Blank
Collection Note	The format to be used for the collection note (produced at receipt)	FWL,(blank will denote the FWL generic)	Blank
External Despatch
LABEL FORMATS
Rotation Labels	Rotation label format - produced at receipt	FWL, (blank will denote the FWL generic)	Blank
Pallet Label - PLBC	Pallet label format - produced at receipt	FWL, SCH (blank will denote the FWL generic)	Blank
Sup Code on Pall Label?	Should the supplier code appear on the receipt label	Y or N - will default to Y	Y
Product Label - PROL	Stock level receipt label format - produced at receipt	FWL, (blank will denote the FWL generic)	Blank
Case label - RECL	Case level label format - produced at receipt	FWL, (blank will denote the FWL generic)	Blank
Picking Label	Picking label format	FWL, SCH, PIP, RYA (blank will denote the FWL generic)	Blank
Picking Label Control	Determines when and how pick labels should be produced	A - Do not prompt, use defined N - Pick labels not required Y - Prompt for label format	Defined by the client
Shipping Label Despatch Label	Shipping label format OBS, PIP (client specific, STR	None	Defined by the client
Shipping Label control	Determines when and how ship labels should be produced	A - Do not prompt, use defined N - Ship labels not required Y - Prompt for label format	N
Transport Label	Transport label format - produced at pick	Y - Yes, produce simplified labels for the stock owner C - Refer to customer level setting N - No simplified labels required	Blank
Default Comm Inv Type		Option select AAA Format NKT Format XXX Format
Ticket Label at PL		Do not produce ticket or label Produce ticket but not label Produce ticket and pallet label Prompt user whether to print
Shipping Labels at PL		Yes or No
Print Dnote When **		Default Create Desp Note at Allocation Print document at Pick Print document at Packing Print document at Despatch At Alloc/Pick when fully alloc Print at either Pick or Desp	Default
Waybill Format
Pallet Label
Other
Despatch
Short Receipt
GRN Type		Manifest Purchase Order Non-Purchase Order Return of Non Sales Order Return of Sales Order
Alloc Email Format
Stock Re-order Email Format
Receipt
Sales Order
Short Pick Email Format
Short Pick Email Address
Stock Take Formats
Stock Take Format

Owner Maintenance - Owner Rules Tab

This screen allows you to assign rules to a specific owner. Note, the rules themselves must have already been created in warehouse rules control maintenance for type 'OWNR'

Field Name	Description	Options	Generic Value
Rule **	The rule code to be applied to this owner	Must have been created in warehouse rules control	Defined by the client
Description	The description for the rule - note, this will default from the description set up in warehouse rules control	Non	N/A
Flag **	The flag used to determine whether this rule is to be used, and how it is to be used (if applicable)	Determined by the flag size and valid values set in warehouse rules control	Defined by the client

Owner Maintenance - Owner UOM Tab

This screen will determine for this owner, which units of measure are allowed and their conversion factors. The values set in here will then be used in other screens, i.e. stock maintenance to assign valid units of measure

Field Name	Description	Options	Generic Value
UOM Type **	The type of unit of measure to be created	A - Area L - Length V - Volume W - Weight	Defined by the client
UOM **	The default unit of measure for this type	Must have been created in general codes, type 'UOM'	Defined by the client

Owner Maintenance - Serial Number Tab

Only enter if serial numbering is required for the owner.

Values

Enter Serials on Sales Order

No	(0)	Serial numbers not required at order entry
Optional allow held serials	(1)	Entry of serial numbers at order entry is optional (Free and held serial numbers can be entered)
Mandatory allow held serials	(2)	Entry of serial numbers at order entry is mandatory (Free and held serial numbers can be entered )
Optional allow free serials	(3)	Entry of serial numbers at order entry is optional (Only free serial numbers can be entered)
Mandatory allow free serials	(4)	Entry of serial numbers at order entry is mandatory (Only free serial numbers can be entered)

Ordering of held stock is currently done by using a line type R. For Medical Number functionality all ordering - both for free and held stock - will now be done through line type M functionality

Outbound Serial Number Flag

None	(0)
Capture at Pick	(1)
Capture Latest at Pack	(2)
Capture Latest at Despatch	(3)
Capture Latest at POD	(4)

Inbound Serial Number Flag

Not required	Serial numbers are not required at Goods Receipt
Optional at Pre advice	This option should be used if serial numbers are to be entered at either pre advice or receipt confirm stage.
Mandatory at Pre advice	This option will be used if serial numbers are mandatory at the pre advice stage, and only displayed in the goods receipt confirmation screen.

Serial Numbering

None	Serial numbering is not required for this Owner / Stock code.
Case	Serial numbering is required for this stock code. 1 serial number is expected for every case.
Unit	Serial numbering is required for this stock code. 1 serial number is expected for every unit

Allow Duplicate Serials

No	Not allowed for this Owner/Stock Code.
Yes	allowed for this Owner/Stock Code.

Owner Maintenance - Additional Control Tab

Field Name	Description	Options	Generic Value
Organisation Name
Sub Building Name
Building Name
PO Box Number
Building Number
Thoroughfare Descriptor
Double Dependent Locality
Dependent Locality
Post Town
County
Postcode
Delivery Country
Phone Number
Contact
Consumable Owner		LOV available
Packing Group
Auto Pack Calculation Reqd		Yes or No
Carriers
Carrier		LOV Available

Owner Maintenance - Container Yard Tab

Field Name	Description	Options	Generic Value
Enabled		Yes or No	No
Service
Carrier

Owner Ware Parameters

This screen is almost identical to the system parameters screen, with the exception of a few fields. Where possible the screen should be setup exactly as per system parameters.

Owner Ware Parameters - Main Tab

Note: For certain functionality such as barcode pallet labels this screen must be maintained.

Field Name	Description	Options	Generic Value
Pick Note Lines **	The maximum number of lines printed on a pick note	0-99	99
Pal Move Lines **	The maximum number of lines on a pallet move ticket print	0-99	99
Auto Log Display **	Check box to determine whether you wish to see the allocation log	Check box, Yes or No	Y
Area Code Length **	Number of characters the area code will be	0-4	Defined by the client
Aisle Code Length **	Number of characters the aisle code will be	0-4	Defined by the client
Bay Code Length **	Number of characters the bay code will be	0-4	Defined by the client
Level Code Length **	Number of characters the level code will be	0-4	Defined by the client
Location Code Delimiter	States which delimiter will be used within the location code i.e. A1-001-01	1 - No Delimiter 2 - Space 3 - Forward Slash / 4 - Colon  : 5 - Back Slash \ 6 - Underscore _ 7 - Minus -	3
Location Check Digits	Allows the user to state whether they will use check digits and which processes will use them	Y - All Processes N - No Processes * - Stock Movements and GRN	N
Interface Flag **	Used for RDT to determines whether RF functionality will be used	Check box Y or N - default is N	N
Pick by Component **	Determines whether a product can be picked as a component (kits)	Check box Y or N - default is N	N
Max Rot Length **	Maximum length of the system rotation number	0-14	11
Rotation Type **	Determines whether system rotation numbers will be used and how they will be used	S - Sell by date O - Generated with manual override G - Generated M - Manual Entry B - Back Date/Seq R - Rotation	G
Use Average Cost		Y or N	N
Share Product Flag		Y or N	N
Pallet Label Copies **	Sets the number of auto-generated labels to be produced	01-Apr	1
Case Label Copies	Sets the number of auto-generated case labels to be produced	01-Apr	1
Auto Label Production **	Defines whether labels are produced without user intervention	Y or N	Y
Other Pallet Label	The ability to enter an additional label format if required	Must be a valid format or left blank	Blank
Both Pallet Label Flag **	Determines whether a pallet and case label should be produced automatically	Check box Y or N - will default to N	N
Height of Pick Pallet (cm)	Used for pallet levelling - determines the height of the pick pallet (not migrated)	0 - 99999	0
Height of Pick Pallet **	The specific height of the pallets to be stored in pick locations	0-9999	20
Warehouse Display Code	Enables the autogeneration of ware_last_numbers (not migrated)	0-Z or leave blank	1
Buying Responsibility **	Used in purchase order suggestion to dictate the source of receipts	Internal check box or external check box	External
Display On Hand in Stocktake **	Determines whether on hand can be displayed on stock take count sheets	Yes or No	Yes
Print Location on Label **	Specifies whether the location code will be printed on the receipt label	Yes or No	Yes
Pallet Level Flag **	Dictates at which point pallet levelling will be carried out	N - None P - Pallet Fill Factor C - By No. of Cases	None
Dec Pallet Break		Decimal value
Cases Pallet Break		Integer value
EDI Setting of Sales Order Number		Use Extra Reference Use Sellers Order Reference Use Customer PO Reference Generate System Order Number	Generate System Order Number
EDI Sales Order Number Prefix		Prefix with Owner Code No Order Prefix
Enable Consolidated Print Control		Yes or No
Reduce Stk At **	At which WH process will the stock levels be reduced?	Pick Confirmation Despatch Confirmation
ASN Supplier Party ID
Check Stock Date		Warning Message Required Error Message Required No check required at pick conf

Owner Ware Parameters - Goods In Tab

Field Name	Description	Options	Generic Value
Auto Putaway Flag **	Determines whether the warehouse will be utilising autoputaway. i.e. the system will suggest the locations to receive into	Y or N	Defined by the client
Opposite Aisle Param	Sets the number of locations the autoputaway will go through before moving to the opposite aisle	0-4999 - will default to 0	999
Next Aisle Param	Sets the number of locations the autoputaway will go through before moving to the next aisle	0-4999 - will default to 0	999
GRN Check Sheet **	Is a GRN Check sheet required at pre advice?	Y or N	N
Bonded Units Caged **	Will the warehouse be brining in non-duty paid stock stored in cages?	Y or N	N
GRN Consolidation	Specifies whether you wish to generate replenishments at receipt	N - None B - Pick Replen. & Partial Bulk P - Pick Replen. during GRN Part Pick Receipt	N
Hold In Putaway **	Determines whether you wish stock to be automatically put on hold until putaway confirmation has been completed	Check box - Y or N	Y
Number of Bays	Transport field - not used - specifies no. of bays to be loaded into	0-9999	0
Slot Start Time	Transport field - not used - defines when the receiving starts	00:00 - 23:59	00:00
Slot Length (mins)	Transport field - not used - defines how long a truck can be at the bay	1-600	1
Number of Time Slots	Transport field - not used - defines how many slots can be used in one day	Jan-99	1
Diary Cleardown Period (days)	Transport field - not used - defines how many days before the diary is cleared down	Jan-99	1
Diary Create Period	Transport field - not used - defines the number of days to be generated by the diary	1-999	1

Owner Ware Parameters - Default Locations Tab

Field Name	Description	Options	Generic Value
ID Station	Receipt ID Station	Predefined in locations maintenance	Blank
Reject Spur at ID Station	Client Specific -spur locations	Predefined in locations maintenance	Blank
Q/A	Default quarantine location	Predefined in locations maintenance	Blank
Turntable	Default turntable locations	Predefined in locations maintenance	Blank
Input Spur to Conveyor	Client specific - spur locations	Predefined in locations maintenance	Blank
Default Marshalling Location **	Required to enable picking and allocation to function	Predefined in locations maintenance	Defined by client
Default Despatch Bay Location	Default Outbound Bay Location	Predefined in locations maintenance	Blank
Pre Advice Virtual Location	Default receiving staging area	Predefined in locations maintenance	Blank
Quarantine in Marshal	Default additional quarantine stage within the outbound process	Predefined in locations maintenance	Blank
Auto bulk Reject	Client Specific - Default rejection location	Predefined in locations maintenance	Blank
Default Ship Pallet Build Locn	Used in Shipment Pallet Building as default staging area	Predefined in locations maintenance	Blank
Default Damages	Default damages location for putaway	Predefined in locations maintenance	Blank
Default Cons Good Ret		Predefined in locations maintenance	Blank
Default Cons Bad Ret		Predefined in locations maintenance	Blank
Bonded Putaway Locations	3 x Warehouse level anchor point for autoputaway for bonded warehouses	Predefined in locations maintenance	Blank
Unbonded Putaway Locations	3 x Warehouse level anchor point for autoputaway for duty paid warehouses	Predefined in locations maintenance	Blank

Owner Ware Parameters - Consolidated Pallet Tab

Field Name	Description	Options	Generic Value
Owner Code	The Owner Code and Name	Display only
Pick List	An option of whether the Pick List is consolidated, plus the default printer name.	Yes or No
Out of Stock	An option of whether the Out of Stock is consolidated, plus the default printer name.
Replenishment	An option of whether the Replen List is consolidated, plus the default printer name.
Despatch Note	An option of whether the Despatch Note is consolidated, plus the default printer name.
Shipping Label	An option of whether the Shipping Label is consolidated, plus the default printer name.

Owner Ware Parameters - Cubing Tab

This tab covers the options available for cubing of pallets during the picking process.

Field Name	Description	Options	Generic Value
Cubing Required	Whether the owner uses the Cubing functionality.	Option select Yes or No	No
Replens Lower Priority	Whether to lower the priority of any replens when executing them through the WCS	Option select Yes or No	Yes
Allow SKUs on Split Pallets	Whether order lines/SKUs can be split across multiple picking pallets, or whether the full line quantity must stay on one picking pallet.	Option select Yes or No	Yes
Build Height (cm)	The target build height.	Decimal	As required.
Max Build Height (cm)	The maximum build height	Decimal	As required.
Min Build Height (cm)	The Minimum build height	Decimal	As required.
Final Sortation of Page	How the tasks and/or pick list will be sorted for picking.	By Strength By Location As Built	By Strength

Owner Prompt Maintenance

This screen is used to enable the logon id to have a default owner. If the default owner flag is set to 'No' the user will always be prompted for an owner and will never have the common owner defaulted.

Field Name	Description	Options	Generic Value
Username	The logon id onto the wms system	Defaulted in from users maintenance - no entry allowed	Defined by the client
Description	The name assigned to the logon id	Defaulted in from users maintenance - no entry allowed	Defined by the client
Default Owner	Determines whether this logon id should have its owner defaulted throughout the wms	Y or N - default is N	Defined by the client

Owner Copy

The form will enable the user to create a new owner by copying an existing owner and all of its requisite data settings and parameters.

Field Name	Description	Options	Generic Value
Owner From	Owner code of an existing client whose configuration you wish to copy	Look up on Owner table	Defined by User
Sub code	Sub code of the existing owner	Enter standard code	001
Name	Name of the owner	As held against the owner code	System value
Options	A list of options that can be selected or omitted during the copy routine
Owner Level Warehouse Configuration	Will copy Owner System Parameters - WHS0012	Y or N	Y
Owner Level Warehouse Reason Codes	Not yet migrated	Y or N	Y
Owner Level Product Classification	Will copy Product Class Maintenance - STKPRCO01A	Y or N	Y
Pack Set up	Will Copy Pack Parameter Maintenance - WHS1944	Y or N	Y
Unit of Measure Set Up	Will copy UOM Maintenance - SOS1300	Y or N	Y
Unit of Sale Set up	Will copy Sales Units from Owner Maintenance/Unit of Sale tab - STS1000	Y or N	Y
SOP Invoice Details	Will copy Sales Order Invoicing details	Y or N	Y
Client Invoicing - Charge Codes	Will copy the owner associated charge codes - WHS7100	Y or N	Y
Client Invoicing - Invoice Cycle	Will copy the invoice cycle parameters - Owner Maintenance/Charging	Y or N	Y
Client Invoicing - Rent Cycle	will copy the rent cycle parameters - Owner Maintenance/Charging	Y or N	Y
Printing Formats - Labels	Will copy label formats i.e. Receipt Pallet Labels	Y or N	Y
Printing Formats - Reports	Will copy report formats i.e. Pick List and Despatch formats	Y or N	Y
Owner Rules	Will copy the Owner Rules table and it settings	Y or N	Y
Enable Access for All users	The ower code will be inserted into the profile of all users on the Database - FXMUSER/Owners	Y or N	Y
New Owner Details
New Owner **	The new owner code followed by the sub code	10 Character field - Alpha/Numeric	Defined by user
Name **	The name of the new owner	30 Character field - Alpha/Numeric	Defined by user
Address	Address details	Optional	Defined by user
Town	Town	Optional	Defined by user
County	County	Optional	Defined by user
Postcode	Postcode	Optional	Defined by user
Country **	County	Look up on Countries Table	Defined by user
Telephone	Telephone	Optional	Defined by user
Fax	Fax	Optional	Defined by user
Warnings	Any options or parameters that cannot be copied from the original template will generate a warning/information message. Please note that the owner will still be created but the issues shown will need to be addressed.
Buttons
Confirm	Button that will create the new owner code with the selected options
Clear Screen	Button that will clear the form ready for the creation of the next record

Customer & Supplier Set-up

This document describes the required screens to be used in setting up the information concerned with the Sales Order Process in the warehouse. Other guides describe the set up of company, user, warehouse, owners etc.

This is a generic guide based on the version of the CALIDUS WMS system at the time of writing.

It can also be used by clients to specify their specific data values to aid initial system set up as well as for future reference.

Note that fields marked '**' are mandatory and are needed to ensure correct set up of the system.

CUSTOMER CLASS MAINTENANCE (SOPCUCL01A)

Field Name	Description	Options	Generic Value
Class **	Code used to determine the type of customer (i.e. retail, wholesale etc)	4 character free text field	Defined by the client
Description	Description of the customer class	20 character free text field or left blank	Defined by the client

CUSTOMER TYPES MAINTENANCE (WHS4010)

Field Name	Description	Options	Generic Value
Type **	The type of customer being delivered to	2 character free text field	Defined by the client
Description	The description of the customer type	30 character free text field or left blank	Defined by the client

CUSTOMER PRIORITY MAINTENANCE (CASS5017)

Used for cross docking and order segregation, a priority set against a customer will determine which customers can be cross docked to.

Field Name	Description	Options	Generic Value
Priority **	The priority code used	1 character free text field	‘X’
Description	The description of the priority code	30 character free text field	Defined by the client

CUSTOMER WIZARD - DELIVERY DETAILS (WHSORA035)

Customer Wizard - Invoice Address (WHSORA035)

Field Name	Description	Options	Generic Value
Partner Code **	Customer code and sub code (Sub code must always be ‘001’)	10 character free text field	Defined by the client
Full Name **	Full name of the customer	35 character free text field	Defined by the client
Currency **	The currency code for the customer is to be invoiced in	Must have been created in currency codes maintenance – LOV available	Defined by the client
Address Type **	The default address type for this customer and the address number	DEL – you can have multiple addresses for one customer	DEL
Name **	The customer’s name	35 character free text field	Defined by the client
Address **	The first two lines of the customer’s address	2 x 35 character free text field (note, 2nd line can be left blank)	Defined by the client
Town **	The town the customer resides in	35 character free text field	Defined by the client
Post Code **	The post code/zip code for the customer	10 character free text field	Defined by the client
County	The county /state for the customer	15 character free text field or left blank	Defined by the client
Country	The country code for the customer	Must have been created in Country codes maintenance or left blank – LOV available	Defined by the client
Phone No	The telephone number for the customer	15 character free text field or left blank	Defined by the client
EAN Reference	Client specific EAN number for this customer	13 character free text field or left blank	Defined by the client
Transport Charge	The amount to be charged to the customer for transport	10 digit numeric field	Defined by the client
Invoice Date	The date the customer was last invoiced	Display only	N/A
Customer Creation Date	The date the customer code was created	Display only	N/A
Last Amendment Date	The date details of the customer code were changed	Display only	N/A
Statement Date	The last statement date for the customer	Display only	N/A
Last Payment Date	The date the customer last paid an invoice	Display only	N/A
Buttons
New Delivery Address	Enables the user to add a new address for the customer	n/a	n/a
Warehouse Details	Enables the user to enter warehouse specific details for the customer (not migrated)	n/a	n/a

Customer Wizard – Invoice Address (WHSORA035)

Field Name	Description	Options	Generic Value
Address Type **	The default address type for this customer and the address number	INV – you can have multiple addresses for one customer	INV
Address **	The first two lines of the customer’s invoice address	2 x 35 character free text field (note, 2nd line can be left blank)	Defined by the client
Town **	The town of the invoice address	35 character free text field	Defined by the client
Post Code **	The post code/zip code for the invoice address	10 character free text field	Defined by the client
County	The county /state of the invoice address	15 character free text field or left blank	Defined by the client
Country Code	The country code of the invoice address	Must have been created in Country codes maintenance or left blank – LOV available	Defined by the client
Phone No	The telephone number of the invoice address	15 character free text field or left blank	Defined by the client
Buttons
New Invoice Address	Enables the user to add an additional invoice address for the customer	n/a	n/a

Customer Wizard – SOP Details (WHSORA035)

Field Name	Description	Options	Generic Value
Customer Type	The customer type for this customer	Must have been created in customer types maintenance	Defined by the client
Part of Desp Order	Determines whether an order can be despatched if the whole order is not fulfilled (not migrated)	Y or N	Defined by the client
Part of Desp Item	Determines whether an order can be despatched if the whole product quantity is not fulfilled (not migrated)	Y or N	Defined by the client
Priority Code	The priority code for the customer	Must have been created in priority codes maintenance – LOV available	Defined by the client
Payment Set	The group code for the customer under which the invoice will be paid (not migrated)	1 character free text field or left blank	Defined by the client
Paying Office	The office name where the invoice will be paid from (not migrated)	10 character free text field or left blank	Defined by the client
Paying Office Ac No.	The account number for the invoicing paying office	3 character free text field or left blank	Defined by the client
Package Labels Req	Does this customer require packing labels	Do Not Print Labels	Defined by the client
		Print At All Levels
		Print Labels
Detail Labels Req	Are packing labels required at detail level? (By stock code)	Do Not Print Labels	Defined by the client
		Print At All Levels
		Print Labels
Transport Labels Req	Are transport labels required	No Simplified Labels Required	Defined by the client
		Yes, Produce Simplified Labels
Area Manager	The name of the area manager for this customer	4 character free text field or left blank	Defined by the client
Special Pack Msg Id	The id code for a message that is to be produced at packing	6 character free text field or left blank	Defined by the client
Weekly Invoicing	Does the customer require invoicing? (not migrated)	Y or N	Defined by the client
Vat Applied	Is V.A.T to be applied to the customer’s invoices? (not migrated)	Y or N	Defined by the client
Automatic Charge Code	If an automatic charge is to be applied to the invoice, what is the code for this charge	5 character free text field or left blank	Defined by the client
Customer POD Req	Does the customer require a POD	Y or N	Defined by the client
Depot POD Required	Does the customer require an additional depot POD (not migrated)	Y or N	Defined by the client
Only Accept Complete Back Order	If backordering is used, will the customer only receive orders that completely fulfilled (not migrated)	Y or N	Defined by the client
EDI Identifier	The code that will be used to identify this customer on EDI flows (not migrated)	11 character free text field or left blank	Defined by the client
Prevent Ordering	If set to ‘Y’, orders will not be able to be raised against this customer	Y or N	Defined by the client
Client Account Code 1	An account number for the customer which will be produced on outbound documentation	10 character free text field or left blank	Defined by the client
Client Account Code 2	An additional account number for the customer which will be produced on outbound documentation	10 character free text field or left blank	Defined by the client
SSCC No. Required	Are SSCC numbers to be used for this customer	Y or N	Defined by the client
Last Order Date	The date an order was last raised for this customer	Display only	N/A
Repalletise	Do orders need to be repalletised for this customer	Y or N	Defined by the client

Customer Wizard – Customer Restrictions (WHSORA035)

Field Name	Description	Options	Generic Value
Picking Note Text 1-6	Text entered here will be produced on the picking list	6 x 40 character free text fields or left blank	Defined by the client
Despatch Note Text 1-10	Text entered here will be produced on the delivery note	10 x 40 character free text fields or left blank	Defined by the client

Warehouse

Field Name	Description	Options	Generic Value
Fast Dial
Region Code
Out of Rotation Flag		No, Yes	Yes
Salesman
Sales Territory
Sales Area
Contact
Post Code/Region Flag
Delivery Mode		Direct, Trunk	Direct
Despatch Code
Direct Route
Trunk Route Code

Tariff/Charges

Field Name	Description	Options	Generic Value
Tariff Zone
Carrier Code

Handling Charges

Field Name	Description	Options	Generic Value
Product Code
Handling Charge

Vehicle Restrictions

Field Name	Description	Options	Generic Value
Vehicle Type
Restriction Text

Picking/Delivery

Field Name	Description	Options	Generic Value
Owner	The owner. Display only
Reference	Any reference
Picking Instructions	if entered will appear on the pick note for that customer.
Delivery Instructions	if entered will appear on the despatch note for that customer.

Note: Not all pick note and despatch note formats will display instructions.

SUPPLIER CLASS MAINTENANCE (PLGSPCL01A)

Field Name	Description	Options	Generic Value
Code **	The code for the supplier class	4 character free text field	Defined by the client
Description **	The description for the supplier class code	20 character free text field	Defined by the client

SUPPLIER WIZARD - SUPPLIER DETAILS (WHSORA045)

Field Name	Description	Options	Generic Value
Ledger Code **	The ledger code the system uses to define which information can be used	PL1	PL1
Short Name	An abbreviated version of the customer name	10 character free text field or left blank	Defined by the client
Supplier Type **	The type of supplier this is. (Note, no maintenance screen has yet been created for this – so an Aptean staff member will have to create this using SQL)	Must have been created in supplier types – LOV available	Defined by the client
Supplier Class **	The class of supplier this supplier is grouped under.	Must have been created in supplier class maintenance – LOV available	Defined by the client
Currency **	The currency code for this supplier	Must have been created in currency codes maintenance – LOV available	Defined by the client
Tax No	The VAT number for the supplier	20 character free text field or left blank	Blank
Cust Ledger/Customer	The default customer code for this supplier (note, the ledger code always needs to be prefixed)	SL1/Customer code – customer must have been created in customer wizard – LOV available	SL1/Defined by the client
Settle Method	The frequency in which the supplier will settle their invoices (not migrated)	Month, Day	N/A
Settle Days	The number of days before an invoice needs to be settled (not migrated)	4 digit numerical field	N/A
Bonded Flag	Determines whether a supplier is bonded or not (not migrated)	Y or N	N/A
SSCC Control Flag	Determines whether this supplier requires SSCC labels	0 – SSCC are Optional	Defined by the client
		M – SSCC are Mandatory
Invoice Required	Determines whether an inbound commercial invoice will be required for the supplier (client specific)	No Comm Inv Required	No Comm Inv Required
		Comm Inv Required Std Rec Only
		Comm Inv Required All Rec
Dispute Code **	The code used for disputing an invoice (not migrated)	1 character free text field	0
Payment Set	The payment group for the supplier (not migrated)	1 character free text field or left blank	Blank
Buyer	The buyer code for the supplier (not migrated)	4 character free text field or left blank	Blank
Discount Days	The number of days the discount will be valid for (not migrated) - will default to 1	3 digit numerical field or left blank	Blank
Discount %	The Discount percentage to be applied to the invoice (not migrated) - will default to 0.00	7 digit numerical field or left blank	0
Credit Amount	The amount of credit this supplier has on an invoice (not migrated) – will default to 0.00	0 – 99999999.99	0
Credit Limit	The amount of credit limit this supplier can have (not migrated) – will default to 0.00	0 – 99999999.99	0
Balance	The current invoice balance for this supplier	Display only	N/A
Turnover	The turnover balance for this supplier	Display only	N/A
Approved Supplier	Is this supplier approved? (not migrated)	Y or N or left blank	Blank
Duplicate Advice Note No	Does the supplier allow duplicate advice note numbers at receipt?	Y or N	Defined by the client
Date Created	The date the supplier was created	Display only	N/A
Amendment Date	The date the supplier details were last changed	Display only	N/A
Date Last Invoice	The date the supplier was last invoiced	Display only	N/A
Date Last Payment	The date the supplier last paid an invoice	Display only	N/A
Date Last PO	The date the supplier last raised a purchase order	Display only	N/A
Date Last GR	The date a receipt was last raised for this supplier	Display only	N/A

Supplier Wizard – Further Details (WHSORA045)

Field Name	Description	Options	Generic Value
Normal Order Method **	The method by which orders will be raised (not migrated) – will default to EDI	EDI, Post, Fax, Telex	EDI
Normal Payment Method	The method by which the supplier will pay invoices (not migrated) – will default to Cheque	Cheque, BACS, Credit Transfer	Cheque
Transfer Threshold	The maximum value before an invoice can be transferred (not migrated) – will default to 0.00	0 – 99999999.99	0
Delivery Warehouse	The warehouse the supplier will default to (not migrated)	Must have been created in warehouse maintenance or left blank – LOV available	Blank
Own Transport	Does this supplier have their own transport (not migrated) – will default to Yes	Y or N	Yes
Report Frequency	The frequency in which reports are produced, If set to Day, the days they are to be produced on (not migrated) – will default to Week	Day	Week
		Week
		Month
Invoice Frequency	The frequency in which invoices are to be produced (not migrated) – will default to Weekly	Daily	Weekly
		Weekly
		Monthly
COO Days Retention	The number of days stock will be stored under this supplier before moving to another supplier (not migrated)	3 digit numerical field or left blank	Blank
Bank Sort Code	The bank sort code for this supplier	6 character free text field or left blank	Blank
Bank Account No	The bank account number for this supplier	15 character free text field or left blank	Blank
Swift Account No	An account number for the Swift carrier account number (client specific)	8 character free text field or left blank	Blank
Intl Bank Code	The international bank code for the supplier	35 character free text field or left blank	Blank
Bank Name	The Bank Name for the supplier	15 character free text field or left blank	Defined by the client
Address	The Bank address for the supplier	35 character free text field or left blank	Defined by the client
Routing Code	The route code for the supplier	35 character free text field or left blank	Defined by the client
EDI Output	The method by which the edi output will be produced (not migrated) – will default to Both	Autofax	Both
		Both
		Edi
		File
		None
		Print
Base Balance	The base value balance for this supplier (not migrated)	Display only	N/A
Last Year Sales	The amount of sales for last year (not migrated) – will default to 0.00	0 – 9999999.99	0
Agreed Max Level	Does this supplier have an agreed maximum credit limit (not migrated)	Y or N or left blank	Blank
Head Office A/C	The head office account number for the supplier (not migrated)	10 character free text field or left blank	Blank
Pallet Reg A/C	The registration account number for the supplier’s pallet account (not migrated)	10 character free text field or left blank	Blank
EAN/UCC Code	The EAN code for the supplier	10 character free text field or left blank	Defined by the client

Supplier Wizard – Buyer Address (WHSORA045)

Field Name	Description	Options	Generic Value
Address Type **	The default address type for this customer and the address number	BYR – you can have multiple addresses for one customer	BYR
Name **	The supplier’s name	35 character free text field	Defined by the client
Address Code	The unique address identifier given by the WMS	Display only	N/A
Address **	The first three lines of the customer’s invoice address	3 x 35 character free text field (note, 2nd and 3rd line can be left blank)	Defined by the client
Town **	The town of the invoice address	35 character free text field	Defined by the client
Post Code **	The post code/zip code for the invoice address	10 character free text field	Defined by the client
County	The county /state of the invoice address	15 character free text field or left blank	Defined by the client
Country	The country code of the invoice address	Must have been created in Country codes maintenance or left blank – LOV available	Defined by the client
Buttons
New Buyer Address	Enables the user to add an additional buyer address

Supplier Wizard – Payment Address (WHSORA045)

Field Name	Description	Options	Generic Value
Address Type **	The default address type for this customer and the address number	PAY – you can have multiple addresses for one customer	PAY
Name **	The supplier’s name to be paid to	35 character free text field	Defined by the client
Address Code	The unique address identifier given by the WMS	Display only	N/A
Address **	The first three lines of the supplier’s invoice address	3 x 35 character free text field (note, 2nd and 3rd line can be left blank)	Defined by the client
Town **	The town of the invoice address	35 character free text field	Defined by the client
Post Code **	The post code/zip code for the invoice address	10 character free text field	Defined by the client
County	The county /state of the invoice address	15 character free text field or left blank	Defined by the client
Country	The country code of the invoice address	Must have been created in Country codes maintenance or left blank – LOV available	Defined by the client
Phone No	The telephone number of the invoice address	15 character free text field or left blank	Defined by the client
Buttons
New Payment Address	Enables the user to add an additional payment address

Stock Set-up

This section describes the required screens to be used in setting up the information concerned with the stock to be stored in the warehouse. Other guides describe the set up of company, user, warehouse, owners etc.

This is a generic guide based on the version of the CALIDUS WMS system at the time of writing.

It can also be used by clients to specify their specific data values to aid initial system set up as well as for future reference.

Note that fields marked '**' are mandatory and are needed to ensure correct set up of the system.

OVERVIEW

The configuration dependency diagram below illustrates which configuration levels are contingent upon preceding configuration. The pre-requisites for setting up stock information are:

1. Product type
2. Product class
3. Unit of measure

The main stock information is input in a number of tab screens within the main screen. Note that it is necessary to input all mandatory fields on all tabs before a product can be used within the system.

Once stock information is available it is possible to define:

1. Substitute stock
2. Sales kit configuration

PRODUCT TYPE MAINTENANCE (STKPRTY01A)

Product type configuration is a pre-requisite to the configuration of products, given that product type is a mandatory field in the product configuration. Product types enable the grouping of stock, usually by physical classification. For example, frozen, chilled or ambient products may each be assigned a distinct product type, this will have an impact on how orders are processed and displayed in the system.

Note: If an order is made up of multiple product types, the system will allow individual allocation and picking by product type, in effect splitting the pick list.

Note: If RF is enabled there will be the option to send the entire table to the WCS (Send RF Data). All amended or newly created records are automatically sent to the WCS on update of the record.

Field Name	Description	Options	Generic Values
Type	Specifies a particular product type. Product type differentiation enables separation of sales order processing via pick wave building.	1 character free text field	Defined by the client
Description	Describes the product type as above	30 character free text field or left blank	Defined by the client
Reference	Used with Owner Charging and Invoicing	30 character free text field or left blank	Defined by the client
VAT Rate	Used with Owner Charging and Invoicing	30 character free text field or left blank	Defined by the client
Include Restrictions		Yes, No	Defined by the client
General Packing	Defines the General Packing process. Selecting this will disable Ambient and Chilled Packing.	Yes, No
Ambient Packing	Defines the Ambient Packing process. Selecting this will disable General and Chilled Packing. This will also enable Temp Controlled Yes/No and Def Amb Temp Monitor.	Yes, No
Chilled Packing	Defines the Chilled Packing process. Selecting this will disable General and Ambient Packing.	Yes, No
Storage Instructions	Free text storage instructions	Free Text
Temp Controlled Yes/No	Enabled when Ambient Packing is enabled.	Yes, No
Def Amb Temp Monitor	Enabled when Ambient Packing is enabled.	List of Values
Def Chill Temp Monitor	Enabled when Chilled Packing is enabled.	List of Values

PRODUCT CLASS MAINTENANCE (STKPRCC01A)

Product Range, Class, Category and Group combinations are created in order to segregate stock within the warehouse. They can also be used to distinguish one type of product from another. You can use these combinations to specify putaway routines and for stocktaking purposes. Note, although you see all four here, when you set them up you have to create the range first, go through the rest of the fields and save the record. When you come to create the class field, you have to enter the range you just created and then go through the same process. In this way, you can have multiple combinations of all four criteria.

Field Name	Description	Options	Generic Values
Prod Range **	Used to denote a specific range for multiple products in conjunction with class, category and group	1 character free text field	Defined by the client
Prod Class **	Used to denote a specific class for multiple products in conjunction with range, category and group	2 character free text field	Defined by the client
Prod Category **	Used to denote a specific category for multiple products in conjunction with range, class and group	2 character free text field	Defined by the client
Prod Group **	Used to denote a specific group for multiple products	2 character free text field	Defined by the client
Back Order **	Used in union with other flags throughout the system to determine whether back ordering will be utilised Y or N	Defaults to No	N - Functionality not yet migrated
Preferred Location Bonded/Unbonded	Specifies putaway anchor points for the range,class,category,group combination	Must be valid locations or left blank - LOV available	Defined by the client
Box Required		Yes, No
Temp Monitor Required		Yes, No
Include in PO		Yes, No

UNIT OF MEASURE MAINTENANCE (SOS1300)

Unit of measure maintenance, enables the configuration of warehouse storage medium for specific product groups, this level of configuration is a pre-requisite for the configuration of individual products, in that the UOMs configured against a product group will be applied to the stock codes that are assigned that product grouping.

Field Name	Description	Options	Generic Values
Range, Class, Category **	No entry allowed, the screen comes in as query mode and you find the combination of range, class, category you wish to assign valid unit of measures to.	Must already have been created in product class maintenance - LOV available	Defined by the client
Unit of Measure **	Used to define what media the products will be packaged in/stored on. This will be used later in processing to determine how goods will be received into/ despatched from the warehouse.	6 character free text field	Defined by the client
Unit of Measure 1/2/3		6 character free text field	Defined by the client
Stocking Unit of Measure		6 character free text field	Defined by the client

STOCK MAINTENANCE (STKSTOC01B)

This form and all the tabbed sub screens carry all the product level configuration settings.

Stock Maintenance - Main Tab

First group of general product details.

Field Name	Description	Options	Generic Value
Owner **	Owner code the product is to be created against (the description will default to that setup in owner maintenance)	Must have been created in owner maintenance and be assigned to the current login id (will default to common) - LOV available	Defined by the client
Stock code **	The product code you will be creating	20 character free text field	Defined by the client
Description **	The description of the product you are creating. This description will appear on pick lists and receipt notes etc	30 character free text field	Defined by the client
Description 2	An additional description for the product	30 character free text field or left blank	Blank
Description 3	An additional description for the product	30 character free text field or left blank	Blank
Size	The size if required of the product	10 character free text field or left blank	Blank
Product Range **	The product range this product is grouped under	Must have been created in product class maintenance - LOV available	Defined by the client
Product Class **	The product class this product is grouped under	Must have been created in product class maintenance - LOV available	Defined by the client
Product Category **	The product category this product is grouped under	Must have been created in product class maintenance - LOV available	Defined by the client
Product Group **	The product group this product is grouped under	Must have been created in product class maintenance - LOV available	Defined by the client
Product Sub-Group	The product sub-group this product is grouped under		Defined by the client
Unit of Measure 1 **	The first (smallest) packaging type the product can be stored in	Must already be setup in unit of measure maintenance - LOV available	Defined by the client
Unit of Measure 2 **	The second (main) packaging type the product can be stored in	Must already be setup in unit of measure maintenance - LOV available	Defined by the client
Unit of Measure 3 **	The last (pallet) packaging type the product can be stored in	Must already be setup in unit of measure maintenance - LOV available	Defined by the client
Factor (uom1 to uom2) **	The quantity of uom1 within uom2	0-9999999	Defined by the client
Factor (uom2 to uom3) **	The quantity of uom2 within uom3	0-9999999 - NB - the two factors together cannot exceed 9999999	Defined by the client
Stocking Unit of Measure **	The default warehouse storage unit of measure - this will determine what quantities of goods are stored at receipt	Must already be set up in unit of measure maintenance and must be one of the three units of measure setup for this product - will default to UOM2 - LOV available	Defined by the client
Sales Kit	Determines whether the product will be a kit master, a component or not part of a kit	Both, No, Yes or Blank - will default to No	No
Convert Units	If goods are to be broken up in cases and units, determines whether a product will be 'exploded' from units into cases at order entry	Enter, Grams, Kilograms, Yes, No or Blank - will default to No	Defined by client
Product Status **	Determines whether the product is available for processing or not	A - Active (can be used for IB and OB) I - Inactive (cannot be used for processing) R - Redundant (can only be used for orders until all stock is cleared down) N - New (can only be used for receipts)	Defined by client
Product Type **	Specifies a product type against the current stock code	Must have been previously setup in product types maintenance - LOV available	Defined by client
To Transit	Allows an additional unit of measure to be assigned to a product to allow receipts of more than 9,999,999 - based on unit of sale 'I' for impressions	0 - 9999999 - note, cannot exceed the combination with factor 3 (not yet migrated)	NA
Net Weight	Net weight of the product	0 - 999999.99 or left blank	Defined by client
Net Weight UOM **	Default weight format. Defined in the base_uom table	Left blank or LOV to select a valid value	Defined by client
Tax Code **	Defines the default VAT rate for the product	Must have been set up in vat rates maintenance - LOV available	Defined by the client
Gross Weight	Gross weight of the product	0 -999999.99 or left blank. If entered, must be greater than net weight	Defined by the client
Gross Weight UOM **	Default weight format. Defined in the base_uom table	Defined by the client or left blank	Defined by the client
Normal Supplier **	Default supplier this stock code will be received from	Must have been created in partners maintenance for this owner - LOV available	Defined by the client
Pallet Type **	The default pallet type this product will be stored on - note this will work in conjunction with the factors of stock to work out how may pallet a quantity of cases equal to	Must have been created in pallet types maintenance - LOV available	Defined by client
ABC Code	Denotes whether a product is fast moving or not. Can be used for stocktaking purposes	1 character free text field or left blank	Defined by the client
Country of Origin **	Country code from where the stock was received from	Must have been created in countries maintenance - LOV available	Defined by the client
EAN Code	Specifies an EAN number for the product code	30 character free text field or left blank	Blank
Bonded **	Denotes whether a product is bonded or not	Y or N	N
Auditing **	Determines whether a history of any changes to the product is required	Y or N	N

Button	Description
Copy Item	Will copy the stock code
Notes	Allow view and entry of notes

Stock Maintenance - Further Stock Tab

Second group of general product details.

Field Name	Description	Options	Generic Value
Lot Traceability **	Determines what kind of rotation traceability you want for this product. This setting will prompt for this information at receipt	D - Customer Batch F - No Customer Batch G - System Generated M - Manually Generated S - Sell by Date O - Manual Override P - Production Date T - Tea Garden Invoice N - No Rotation Note: lot traceability cannot be changed where there is on hand stock for the product	G
Allocation Sequence **	Allows the user to specify in what priority order allocation will take place for this product	A - Allocate by Age C - Customer Batch S - System Batch R - Sys Batch in location and pallet sequence B - Sell By Date Note: allocation sequence cannot be changed where there is on hand stock for the product	A
Double Deep Strategy	Dicatates whether multi-deep functionality will be utilised and if so, in what priority	0 - Multi pallet not suggested 1 - Multi pallet prior to std. 2 - Multi pallet after std. 3 - Linked D.Deep prior to std or left blank	0
Putaway Algorithm **	If auto putaway is to be utilised, determines which anchor point this product will use to start the putaway process. Note, there are 5 places to action autoputaway:- Owner Bulk Locations Warehouse Bulk Locations Product Class Bulk Locations Location Class Bulk Locations Product Bulk Locations	See AutoPutaway Section for details	A
Reorder Algorithm	Used for purchase order suggestion (not migrated)	1 - Suppliers review days 2 - Daily replenishment Minm. 3 - Daily replenishment Maxm. 4 - As 1 + On Hand Qty of SW 5 - Required & available diff. Or left blank	Blank
Pick and Box	Client specific packing functionality (not migrated)	C - One Case to a Box N - None (Default) T - Cases to a Box||N
Catch Weight	Determines whether an 'adhoc' weight is to be captured at receipt or outbound - will override stock weight if set - also used for specific functionality	C - Carton Wt. @ Rec/Pick D - Carton Wt. @ Pick only F - Catch Wt. @ Pick Conf. N - No Catch Wt. recording P - Catch Wt. @ Order Entry For settings 'C' and 'D' carton weights are subtotalled to pallet level.	N
Unit of Sale	Denotes an additional unit of measure for the product other than the standard UOM's created in stock maintenance (Main Tab.) Used mainly for reporting purposes (see 'To transit' for factorisation of unit to Impressions)	A -Area I - Impressions L - Length P - Pack Q - Quantity V - Volume W - Weight Or left blank	Blank
Hazard **	Dictates whether a product is hazardous or not. Setting this flag to anything other than 'N' will take you into an additional hazardous details screen	N - No S - In Storage W - In Warehouse Y - Yes	No
UN Number	Hazardous required UN number. Only allowed entry if hazardous flag is other than 'N'	4 character plus single character UN variant - must be already created in hazard maintenance or left blank	Blank
Auto Quarantine **	Determines whether a product will be automatically put on hold at receipt. If Y is selected, the user will be prompted for a reason code and a review period	Y or N	N
Reason Code	The reason code used for stock to be automatically put on hold	Must have been created in reason codes maintenance - LOV available	Defined by the client
Review Period (Hrs)	The number of hours before the hold is released	0 -9999	Defined by the client
Duty Paid Rotation seq	Taken from ware_last_numbers of type ROT - no setup required
Bonded Rotation Seq	Taken from ware_last_number of type ROT - no setup required
Under Age **	The number of days the stock is in the warehouse before it is under age (not migrated) Used in allocation - the system determines if it is under age based on the age of the stock + under age days and if this is greater than current date	0 - 999999999 (displays only 8 digits) will default to zero	Defined by the client
Over Age **	The number of days the stock is in the warehouse before it is over age (not migrated) Used in allocation - the system determines if it is under age based on the age of the stock + over age days and if this is less than current date	0 - 999999999 (displays only 8 digits) will default to zero	Defined by the client
Minimum Intake Life **	If sell by dates are required, determines the minimum number of days the product must be in the warehouse. Allocation will use this flag in conjunction with max intake life and issue life to establish if it the product is outside the sell by date allowance	0 - 99999 will default to zero	Defined by the client
Maximum Intake Life **	If sell by dates are required, determines the maximum number of days the product can be in the warehouse. Allocation will use this flag in conjunction with min intake life and issue life to establish if it the product is outside the sell by date allowance	0 - 99999 will default to zero. This must be greater than or equal to the minimum intake life	Defined by the client
Product Strength	The strength of the product if applicable (will print on the pick list when migrated)	2 character free text field	Defined by the client
Issue Life **	If sell by dates are required, determines the actual shelf life of the product. Allocation will use this flag in conjunction with max intake life and min intake life to establish if it the product is outside the sell by date allowance	0 - 99999 will default to zero	Defined by the client
Case Label	Determines whether case labels are required for the product. Currently only generic case labels are available	Y or N - will default to N	N
Pallet Label	Determines whether pallet labels are required for the product. Currently only generic and Schenker specific pallet labels are available	Y or N - will default to N	N
Back Order	Used in conjunction with product class and other flags, indicates whether this product can be back ordered	Y or N - will default to N	N
EAN	Indicates whether an EAN number is required	Y or N - will default to N	N
Multi Order UOS	Allows the user to enter an additional unit of sale at order entry if required	Y or N - will default to N	N
Internal/External Reorder	Used for automatic purchase ordering (not migrated)	E or I - will default to E	E
Under Warehouse Control **	Specifies whether the product is under full warehouse control (not migrated)	Y or N	Y
FIFO Stock Control **	Will determine at autoputaway whether FIFO will be considered	Y or N	Defined by the client
Non Stock **	Specifies whether the product will actually be stored and monitored as a normal stock item or classed as a 'not in stock' i.e. not to be processed product	Y or N	N
Freezing Details Required **	Determines, if product is to be frozen whether an additional box for freeze details will appear at receipt to capture date/ place frozen.	Y or N	N
Break Case **	If a product is to be processed in both cases and units, specifies whether cases can be broken into units for this product in order to fulfil ordered unit qtys where no units are available at time of allocation.	Y or N	N
Promotion **	Is this a promotional material?	Y or N	N
Temp Controlled **	Specifies whether the product is temperature controlled. This will determine whether special processing throughout the system will be required	Y or N	N
Record Temp	If this flag is checked, the temperature recorded at receipt will be held on the system	Checked or left blank	Blank
Aka Code	An additional 'also known as' field to allow an alternative product code to be used	20 character free text field or left blank	Blank
Max Order Qty	Maximum order quantity	0-9999999
Buttons
Stock Hazard Details	Allows the user to enter specific hazardous information for the product

Stock Maintenance - Physical Attributes Tab

Field Name	Description	Options	Generic Value
Minimum Tolerance	This determines the lowest catch weight value that can be entered at any point throughout the system. This percentage figure may be taken off the exact catch weight entry without error. Subtracting more than this percentage will trip an error condition. Consider a receipt of 10 cases of a product with a weight of 1Kg per case. The exact catch weight is 10Kg, but a Minimum Catch weight tolerance of 10.00% will allow 9Kg to be input.	Any lesser values than this will trip an error condition forcing re-input until the value is within the 10% tolerance range. (not migrated) 0 - 99999 - will default to zero	0
Case Length	The length of the case in the set UOM. The next field will allow you to set the value i.e. CM, IN	0 - 99999999 - will default to zero - UOM will default to base UOM	0
Maximum Tolerance	This determines the highest catch weight value that can be entered at any point throughout the system. This percentage figure may be added onto the exact catch weight entry without error. Adding more than this percentage will trip an error condition. Consider a receipt of 10 cases of a product with a weight of 1Kg per case. The exact catch weight is 10Kg,but a Maximum Catch weight tolerance of 10.00% will allow 11Kg to be input. Any greater values than this will trip an error.	0 - 99999 - will default to zero	0
Case Width	The width of the case in the set UOM. The UOM will be taken from the previous entry	0 - 99999999 - will default to zero - UOM will default to base UOM	0
Low Tolerance	This determines the value at which a warning condition is tripped during catch weight entry. This percentage figure may be taken off the exact catch weight entry without warning. Subtracting more than this percentage will trip a warning condition. Any lesser values than this, up to and including the Minimum catch weight tolerance, will trip a warning condition.	0 - 99999 - will default to zero	0
Case Depth	The depth of the case in the set UOM. The UOM will be taken from the previous entry	0 - 99999999 - will default to zero - UOM will default to base UOM - note however, the combination of the length, width and depth cannot exceed 99999999	0
High Tolerance	This determines the value at which a warning condition is tripped during catch weight entry. This percentage figure may be added onto the exact catch weight entry without warning. Adding more than this percentage will trip a warning condition. Consider a receipt of 10 cases of a product with a weight of 1Kg per case. The exact catch weight is 10Kg, but a High Catch weight tolerance of 5.00% will allow 10.5Kg to be input without warning. Any greater values than this, up to and including the Maximum catch weight tolerance, will trip a warning condition.	0 - 99999 - will default to zero	0
Volume	Calculated field - sums up the length, width and depth of the product	N/A	N/A
No. of Cases/Layer	Normally used for pallet levelling - specifies how many cases per layer	0 - 999999 - will default to std pallet qty, total cases per layer + layers/pallet cannot exceed total cases pallet in main tab	Defined by the client
Layers/Pallet	Normally used for pallet levelling - specifies how many layers per pallet	0 - 999999 - will default to std pallet qty, total layers per pallet + cases/layer cannot exceed total cases per pallet in main tab.	Defined by the client
Capacity Weight	Sets the maximum weight for the pallet for this product. The UOM in the next field will default to the base UOM	0 - 99999.9999 - will default to zero	0
Pallet Equivalent
Layer Height

Stock Maintenance - Accounting Tab

Field Name	Description	Options	Generic Value
Standard Cost **	The standard cost of the product (Purchase Price)	0 - 999999.9999	Defined by the client
Adjustment 1	Any change to the standard cost can be added here - this will affect the retail price value (Fee 1)	0 - 999999.99 or left blank	Blank
Adjustment 2	Any change to the standard cost can be added here - this will affect the retail price value	0 - 999999.99 or left blank	Defined by the client
Adjustment 3	Any change to the standard cost can be added here - this will affect the retail price value	0 - 999999.99 or left blank	Blank
Retail Price	A calculated field. This is a sum of the above four fields - NO ENTRY ALLOWED	0 - 9999999.99 - note - the sum of the above 3 fields cannot exceed this quantity	N/A
UOM	The default unit of measure of the product	Must have been created in unit of measure maintenance or left blank - LOV avail	Blank
Factor	The charging factor placed against the default UOM	0 - 99999.9999 - will default to zero	Blank
Tariff Code
Item Cost Required

Stock Maintenance - Product Sampling Tab

Field Name	Description	Options	Generic Value
No. of Sample Labels **	Enter the number of sample labels to be printed (not migrated)	0 - 999 - will default to zero	0
Standard Sample Unit	Normally entered as the default UOM for the product - however no validation (not migrated)	10 character free text field or left blank	Blank
Sample Quantity **	The qty of UOM to be sent as a sample	0 - 999 - will default to zero	0
No. of Pallets to Sample **	The qty of pallets to be sent as a sample	0 - 999 - will default to zero	0

Stock Maintenance - Client Specific Tab

Field Name	Description	Options	Generic Value
Instructions	The ability to enter instructions for the product to be printed at GRN (not migrated - No entry allowed)	None	Blank
Auto Scrap at GRN?	Denotes whether the product will be automatically scrapped at receipt (not migrated - No entry allowed)	None	Blank
Financial Product Group	Denotes a specific financial grouping criteria for the product (not migrated - No entry allowed)	None	Blank
Restricted Item	Affects later processing in the system - denotes a restricted item (not migrated - No entry allowed)	None	Blank
CAP Flag	Indicates whether or not a product operates under Common Agriculture Policy rules (not migrated - No entry allowed)	None	Blank
Revision Level	Allows extra information to be stored against the product - normally used for hardware type products i.e. v.8.2	10 character free text field or left blank	Blank
PCB Revision	Allows a PCB revision reference to be entered against the product	10 character free text field or left blank	Blank
HAD revision	Allows an HDA revision reference to be entered against the product	10 character free text field or left blank	Blank
Visible on Portal			No
Change Pack Quantity		Yes, No	Blank
Pack Quantity Entry		Automated - 1 UOM, Manual Entry	Blank

Stock Maintenance - Code References Tab

Field Name	Description	Options	Generic Value
External Code	Client specific additional reference to a product - can be used for any client	20 character free text field or left blank	Blank
New Code	Client specific field to allow entry of a new product code	20 character free text field	Blank
Commodity Code	Allows entry of a customs specific commodity code	20 character free text field	Blank
Stock Ref 1
Stock Ref 2

Stock Maintenance - Serial Numbering Tab

This tab screen enables the configuration of a product to enable the capture of serial number details at a carton level at either the inbound or outbound stages.

Field Name	Description	Options	Generic Value
Serial Numbering **	Determines whether serial numbering is required, and if so, how they are generated	0 - Random 1 - Consecutive 2 - None||2 - None
Inbound Serial Number Flag **	Determines whether serial number capture is required at inbound	0 - None 1 - Capture at Receipt	0 - None
Outbound Serial Number Flag **	Determines whether serial number capture is required at outbound, and if so, where. If serial numbers have been captured at inbound receipt or a product then on the outbound they can be assigned, otherwise serial numbers will be captured at outbound.	0 - None 1 - Capture/assign at Pick 2 - Capture/assign Latest at Pack 3 - Capture/assign Latest at Despatch 4 - Capture/assign Latest at POD||0 - None
Capture Extra Details **	If serial numbers are required, is the additional information box required to capture carton level information (i.e. carton level catch weight)	Y or N - will default to N	N
Blind Trial		Y or N	Blank
Serial at Pack Only		Y or N	Blank

Stock Maintenance - Stock Warehouse Tab

This tab screen provides configuration control for a product's warehouse level settings. Note that there can be multiple records for a given product in cases where the product is stored in multiple warehouses.

Field Name	Description	Options	Generic Value
Warehouse ID **	Assigns a warehouse ID for the product. Note, this record MUST be created in order for this product to be available for ordering/receipts	Must have been setup in warehouse maintenance - LOV available	Defined by the client
Minimum Quantity	Used for purchase order suggestion, states the minimum qty that can be in the warehouse before a PO is required (not migrated)	0 - 99999999 (plus allows entry of 99999999 units) - will default to zero	0
Maximum Quantity	Used for purchase order suggestion, states the maximum qty that can be in the warehouse (not migrated)	0 - 99999999 (plus allows entry of 99999999 units) - will default to zero	0
On Hand Bond	Calculated field that sums up the total bonded qty in stock for this warehouse - No entry allowed	None	NA
On Hand Unbonded	Calculated field that sums up the total unbonded qty in stock for this warehouse - No entry allowed	None	NA
Weight Received	Calculated field that sums up the total weight of product in receipt	None	N/A
Weight Despatched	Calculated field that sums up the total weight of product sent	None	N/A
Reorder at	Used for purchase order suggestion, states the reorder at qty for a PO to be created (not migrated)	0 - 99999999 (plus allows entry of 99999999 units) - will default to zero	0
Reorder Level days	Used for purchase order suggestion, states the maximum qty that can be in the warehouse (not migrated)	0 - 99999999 (plus allows entry of 99999999 units) - will default to zero	0
Default Template No	Allows information from a template to be passed into the product record (not migrated)	Must have been created in stock templates maintenance - LOV available - will default to 0	0
Preferred Location Type's	Used to be used within the RF pre advice message - no longer used	4 x 1 character fields or left blank	Blank
Min Cover Days	Used for purchase order suggestion, states the minimum number of days stock must be in the warehouse for (not migrated)	0 - 99999999 - will default to zero	0
Pick Mode	Used at order entry, is related to the pallet levelling functionality. The pick modes set will dictate how pallet levelling occurs	2 digit numerical field - must have been created in pick modes maintenance or left blank - LOV available	Blank
Picking Seq
Cross Dock	If a product is flagged as cross dock, it is then possible to raise an order without any stock and process it to status 5. When the stock arrives at receipt, you can 'cross dock' it and it will automatically allocate to the outstanding order.	0 - Never 1 - Order Sequence with Warning 2 - Customer Sequence with warning 3 - Order Sequence without Warning 4 - Cust Sequence without warning||0
Controller	A client specific reference that can be applied to the product	20 character free text field or left blank	Blank
HTS Code	A client specific customs reference that can be applied to the product for reporting purposes.	20 character free text field or left blank	Blank
Seals **	If this settings is checked as 'Y' a warning message will appear at receipt and packing to state seals are required	Y or N	N
Replenish Level Quantity	(greyed out for Bonded as not a bonded warehouse) - not used any more due to the flags being set within the Bonded/Unbonded Stock Locations Button	N/A	0
Replenish Amount Pallets	(greyed out for Bonded as not a bonded warehouse) - not used any more due to the flags being set within the Bonded/Unbonded Stock Locations Button	N/A	0
Replenish Amount Quantity	(greyed out for Bonded as not a bonded warehouse) - not used any more due to the flags being set within the Bonded/Unbonded Stock Locations Button	N/A	0
Average Cost Base
Stock Locations
Location Type **	Determines what type of location you are setting	1 - Bulk 2 - Pick 9 - Replenish M - Multi	Defined by the client
Order type **	Specifies for what order type the replenishment settings are for, should always set to 'H' Home Use	There are currently a range of options, non of which are currently supported	H - Home Use
Location Code **	The location code to be used as the default for this product	Must have been created in location codes maintenance and be a valid use type against the /replenish type - LOV available	Defined by the client
Location Code
Replenish at Quantity	The minimum qty of cases/units to be in the location before a replenishment is triggered	0 - 99999999/99999999 - will default to zero	Defined by the client
Replenish Pallet	The quantity of pallets by which the location will be automatically replenished	0 - 99999999	Defined by the client
Replenish by Quantity	The quantity of cases/units by which the location will be automatically replenished	0 - 99999999/99999999 - will default to zero	Defined by the client
Putaway Priority	Determines in which order the location replenishments will take place	0 - 99	Defined by the client

Stock Maintenance - Pick/Despatch Messages

This tab screen enables the configuration of product level message lines that can be configured for individual customers for reporting purposes, namely on despatch notes and pick lists.

Field Name	Description	Options	Generic Value
Customer Code **	The customer code the pick/despatch messages will apply to	Must have been created in partners maintenance/customer wizard - LOV available	Defined by the client
Name	Will default in the customer name from the main settings	None	N/A
Pick Message Code **	The template message text code to apply to this customer	4 character free text field or left blank	Blank
Despatch Message Code **	The template message text code to apply to this customer	4 character free text field or left blank	Blank
Pick/Despatch Text	The text to apply to the message code you have just typed in. At order entry for this customer, you can then enter the message code and this text will automatically appear (not migrated)	70 character free text field or left blank	Blank

Stock Maintenance - Stock UOMS Tab

Field Name	Description	Options	Generic Value
BarCode	The default bar code number used for this product/UOM combination. The user can have various barcodes for the different UOMS to be scanned by the RDT (not migrated)	30 character free text field or left blank	Blank
Uom	The Unit of measure for this barcode	Must have been created in Unit of Measure maintenance - LOV available	Defined by the client
Description	Description of the particular Uom/barcode combination	30 character free text field or left blank	Blank
Factor	Number of smallest Uom within the Uom entered	0 - 99999999	Blank
Pick Use	The factor level of the UOM. N.B. the factor for level 4 must be less that of 3, which must be less than that of 2 etc	-	Blank
Last Changed Date	The last time this information was changed. This is not editable, but is automatically captured for reference whenever changes are made.	-	-

Stock Maintenance - Standard Pallets Tab

This screen enables the user to assign different pallet types and quantities per pallet to a product other than its default set in the main tab. This can then be used at receipt to enable multi auto putaway settings for different pallets into different location types.

Field Name	Description	Options	Generic Value
Pallet Type **	The pallet type this product can be received in on	Must be set up in pallet types maintenance - LOV available (note, the first record will always be created from the default already set up)	Defined by the client
Description	The description of the pallet type will be automatically populated from the description set up in pallet types maintenance	None	N/A
Pallet Qty **	The qty of stocking uom of this product to this pallet type	0 - 9999999	Defined by the client
Pallet Merging
Qty From
Qty To
Cubing Parameters
Cases/Layers
Layers/Pallet
Layer Height
UOM

Stock Maintenance - Product Analysis Tab

This screen is used to assign analysis types to a particular product. Once assigned, this analysis type can be used to group products together and assign values to them.

Field Name	Description	Options	Generic Value
Product Analysis Type	The analysis type to be assigned to the product	Must have been created in product analysis maintenance (not migrated)	Blank
Product Analysis Value	The value assigned to this particular analysis type	3 character free text field	Blank

Stock Maintenance - Order UOS Tab

You are only allowed entry into this tab if you have the 'Multi Order UOS' box checked to Y in the Further Stock Tab. Facilitates ordering in multiple units of measure for conversion into case/unit quantities for allocation and picking.

Field Name	Description	Options	Generic Value
Unit of Sale (UOS) **	The Unit of sale to be applied to the product	Must have been setup as one of the three units of measure and any other values set up in owner maintenance under owner UOS	Defined by the client
Default	Is this the default UOS	Y or N	Defined by the client
Buttons
Make Default	Allows the user to highlight the specific Unit of Sale and make this the default for the product

Appendix A: Document History

A.1 References

Ref No	Document Title & ID	Version	Date
1
2
3

A.2 Glossary

Term or Acronym	Meaning
Ad Hoc (WCS)	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 (WMS)	A component of a location; usually a space through rows of racking or storage locations; a collection of locations;
Allocation (order)	The systemic act of identifying and ring-fencing product matching the order requirements, following proscribed warehouse rules.
Anchor Point (WMS)	A starting location for a search for a suitable storage location; auto-putaway location suggestion start point.
Area (WMS)	A collection of aisles; an area in the warehouse for a particular purpose.
Batch (WMS)	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 (WMS)	A component of a location; usually a space between uprights in racking, comprising several levels (horizontal beams).
Bay Diary	The mechanism for booking hauliers inbound/outbound and assigning bays. The OBS Logistics system is CALIDUS Bay Diary.
Block Stack	A stable stack of pallets.
Booking	A time slot for a bay, booked with a Carrier/Haulier.
Bulk (WMS)	Bulk storage; Usually full-pallet storage areas, racked or stacked.
Cancellation (WCS)	The facility to cancel a task due to some problem, identified by the user when performing the task.
Carrier; Haulier	The transport company (by road or sea).
Check Digit (WMS)	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.
Container	The actual physical container, identified uniquely by the Container Number. The Container will be identified as a Container Type.
Container Type	Descriptive of the use and capability and physical characteristics of a container. Container types are 40ft End Loader, Reefer, etc.
Container Yard	The storage areas for full and empty locations in the facility. The OBS Logistics system to manage this area is CALIDUS Container Yard.
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 (WCS)	A movement of a truck without a pallet; wasted resource.
Despatch	The final physical stage of an order; handover of goods to the haulier.
De-stuffing	The act of emptying a container and storing the contents in the warehouse.
Drive-In	A drive-in location, typically multi-level, multi-deep location.
Dry Van	Any type of non-refrigerated container.
Dual Cycling	Processes utilizing P&D locations for interleaving tasks in and out of specific areas, reducing dead leg movements.
EDI	Electronic Data Interchange; any form of automatically or semi-automatically uploading or downloading information from a computer system without manually re-keying the information.
ERP	Enterprise Resource Planning; a system for this.
Exchange (WCS)	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.
Inbound (Booking)	A booking linked to a Goods Receipt.
JIT	Just In Time; processes designed to trigger at the last instant.
KPI	Key Performance Indicator.
Level (WMS)	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 (WMS)	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 (WCS)	Narrow Aisle; usually any area in the warehouse that is restricted access due to space limitations, Narrow Aisles have associate P&D locations.
Outbound (Booking)	A booking linked to a Sales Order.
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.
Reefers	Refrigerated Containers.
Replen; Replenishment	The act of moving product (usually a pallet) from bulk storage to a pick face.
Reposition (WCS)	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 Allocate	The process of not fulfilling an order due to failure to identify sufficient product at Allocation.
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 (WCS)	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

Oracle App Terms

Term or Acronym	Description
DDL	Drop-down list of values, usually denoted by a down-arrow to the right of the field.
LOV; Lookup	List of Values. A Lookup of values from data maintained in the system (rather than fixed data that a DDL may be used for),
Form; Window; Screen	Alternative terms for each displayed window within the application.
Tab	A tab on a form, which contains its own panel of data to be viewed or entered. Denoted in this guide as italics.
Panel	A panel on a form contains data to be viewed or entered.
Button	A clickable button. Denoted in this guide as bold.
Field	Data that can be displayed or entered is referred to as a field. This is the core of where you will view or enter information within Forms. Fields are described by Labels and usually come as a pair. These (and labels) are denoted in this guide as italics.
Table	When there are multiple data to be shown in a group, those records are usually displayed in a table. Tables allow showing multiple fields in columns, are scrollable vertically and sometimes horizontally, will have buttons for title labels if the columns are sortable and may allow configuration, usually through a Configure button, which will take you to WHS0909.
Label	A label is the annotation of the field being displayed and typically tells you what it is. CWMS supports multi-lingual labels in a lot of forms.
Click; Select	Clicking the left mouse mutton on a field, table or button using your mouse.
Right-click	Clicking the right mouse mutton on a field, table or button using your mouse.
Viewport	The viewport is the means by which you are viewing the forms within the application. Within a browser, this may be the size of the browser window, or just a fixed portion. When running the app browserless, this is the size of the window displayed on your desktop.
DPI	Dots per Inch. This may be used to adjust the resolution of the application within the viewport.
Menu	The menu where all forms are selected, as opposed to the Oracle standard query menu. In CWMS, this is the Explorer window. (FXMEXPLR). Menu items are sometimes denoted in this guide in bold/italics. Slashes typically indicate a sub-menu. for example, Warehousing/Goods Receipt/Goods Received Advice denotes the top-level Warehousing menu, then the Goods Receipt sub-menu, and then the Goods Received Advice screen. As menus in CWMS are pretty much completely user configurable, this may have less meaning than you would like in your system, and we generally refer to these on what we call the standard menu structure.
Control Bar; Format bar	The control bar for searching, inserting and pretty much doing anything within the selected Oracle form. See System_Navigation_Guide#Format_Toolbar for more information.
Key; Function Key; Shortcut Key	Alternative terms for a keypress on your keyboard. In this guide, these are denoted with fixed width text in a box e.g. F4
Multi-Modal	A term denoting whether the forms can be open and active at the same time. CWMS is not multi-modal.
Scroll	The act of moving a fixed window vertically or horizontally to show more information. Typically you will see and use these on tables.
Check box	A simple notation of whether something is enabled or disabled (or Yes or No, True or False, etc) is typically displayed as a checkbox. If the box is checked, then this means Yes/True/Enabled, the functionality depending on the label of the checkbox.
Option Select; Radio Buttons	When a field has a limited number of options, sometimes this is displayed with bulleted options, all visible n the screen. This is called an Option Select or Radio button. The option that is selected will have the button filled in.

A.3 Document History

Version	Date	Status	Reason	By
1.0	08/03/2011	Issue	Initial Version	LBW
2.0	13/11/2018	Issue	Updated version for formatting	ANW
2.1	13/11/2018	Draft	Added System Navigation Guide section	ANW
2.2	13/11/2018	Draft	Added Company Set-up Guide section	ANW
2.3	13/11/2018	Draft	Added Owner Set-up Guide section	ANW
2.4	13/11/2018	Draft	Added Customer & Supplier Set-up Guide section	ANW
2.5	13/11/2018	Draft	Added Stock Set-up Guide section	ANW
3.00	1/7/2025	Draft	Updated to latest versions	ANW

A.4 Authorised By

Matt Tipping	Aptean Project Manager	_____________________________
Tony Walker	Aptean Consultant	_____________________________