XFM0020

For each EDI flow, you need to set up core information such as which package to run and at what time and frequency. There is also the requirement to enter directory and reporting parameters. These are configured in the XF monitor screen. There are multiple tabs to set up dependent on requirements.

XF Monitor – Setup tab

Field Name	Description	Options	Generic Value
Process Code **	Uses the process code as specified in xf command/resequence and adds the company, owner and warehouse	Must have been set up in xf command and xf resequence	Defined by the client, but dependent on message flow may require a defined code. See table below.
Process Description **	A description of the process code	60 character free text field	Defined by the client
Process Id	If using EDI running processes, gives the message a unique system generated process id	No entry required – generated by the system	N/A
Transfer Method **	How the EDI will be transmitted	EDI or Non-EDI	EDI
Transfer Type **	Specifies in what format the files will be generated	EDI Transfer / FTP Transfer / Unix Transfer or N/A	EDI or FTP dependent on whether the file will be picked up from a remote server or sent to a remote server.
Send/Receive **	Specifies whether the file is to be received or sent (inbound or outbound)	Send or Receive	Determined by the message
Process Type **	This is where you specify how you want the flow to run and when. If you set the process type to interval – you will need to put in an interval time in the Interval (mins) field – in the example above, this will run every 15 minutes. If you set this to Time (24hr) – you will then be asked for which days and what time. This will cause the flow to run, say every day at 21:00	Interval / Time (24hr)	Defined by the client
Interval (mins)/Frequency	If set to Interval, the number of minutes before the process should start again. If set to Time, you will see a box for a time and every day of the week which can be checked to enable the run at a specific time for specific days	0 – 999999	Defined by the client
Process Command **	The package id as entered in the process code at header level	Must have been set up in xf command and xf resequence	Defined by the client
File Retention Days	If archiving, the number of days files that will be kept	N/A	N/A
UOM Flag (F/S 231470)	Used to allow the WMS system to work in a different UOM than the clients system.	N - No conversion required C - Convert units to cases U - Convert cases to units R - Convert units to cases round up N - No conversion required||Defined by Client
EDI File Separator	Specifies what delimiters the EDI files will be using, used for configurable messages.	’ etc	Defined by the client
Reports Flag	Specifies whether you wish upload and exception reports to be produced	Yes / No	Defined by the client
Process State	Shows whether the EDI message is running on a process or not	Display only – Stopped, Running or Broken	N/A
Start Date	If you click the ‘Start Process’ button – this will display the date the process was started	Display only	N/A
Started By	The user id of the person who has started the process running	Display only	N/A
Next Run	Calculates the date/time the next process will run based on the last run plus the interval	Display only	N/A
Inbound File Formats	The format of the incoming file	CSV / Fixed Length / Syspro / Attribute based XML	Defined by the client
Element based XML	Defined by the client	N/a	N/a
Format code	Defined by the client	N/a	N/a

Buttons	Description
Force Run	Enables a ‘one off’ EDI poll
Start Process	Begins the polling process that will trigger the message to be uploaded/sent at the relevant time.
Stop Process	Stops the frequency/interval from running

NB: Generic EDI flows must have a Process Code (Within XFMonitor, XFM0020) that start with the following string of characters.

Process Command Must Begin With -	Flow
SOP	Sales Order
PRE_ADV	GRN Upload
PROD_LOAD	Stock Upload
GEN_ALLOC	Outbound Sales Order Allocation Message
GEN_CANC	Outbound Order Cancellation Message
GEN_PICK	Outbound Pick Message
GEN_DESP	Outbound Despatch Message
GEN_RCPT	Outbound General Receipt
SADJ	Outbound Serial Number Adjustment
HOLD_LOAD	Inbound Holds
ORDMGT	Order Management

NB: The process command can be any length within the screen limitation, but for i.e. sales orders the process command must be like ‘SOP’, ‘SOP1’ etc

‘1SOP’ will not be seen as a sales order upload.

XF Monitor Parameters Tab

The parameter tab controls the storage and the naming convention of the produced files. If the transfer type is set to FTP within the setup tab then the ftp control fields will be displayed.

Field Name	Description	Options	Generic Value
File Directory **	This is the directory the WMS will search for the message file	This must be a valid directory set up on the Unix box	Defined by the client
File Pattern or Template id	File pattern is used for standard EDI messages. For an increased configurable file name then select Template id. Allows for the inclusion of user definable Date/Time stamps etc within the file name format.	File Pattern or Template id	Reference XFM0030 File name construction if template id selected
File Pattern **	The EDI package will upload any file starting with these characters, i.e. as above, anything starting with XXADESP_	The file pattern will be determined by the system architects who are creating the EDI files	Defined by the client
Archive Directory **	The directory that all processed files will move to	This must be a valid directory set up on the Unix box	Defined by the client
FTP Parameters
FTP Address **	The I.P. address of the target server	Must be a valid I.P. address that is accessible by the WMS server.	Defined by the client
FTP Username **	User or account name set up on the target server	Must be a valid user id set up on the target server.	Defined by the client
FTP Password **	Password for user or account on target server	Valid password for the username account.	Defined by the client
FTP Final Directory **	Directory where files are to be sent	Valid and accessible account (i.e. permissions must be set to allow files to be copied)	Defined by the client
FTP Put Directory	Temporary work directory on the target server	If required it must be valid and accessible.	Defined by the client
Log File Settings Directory **	Which directory all processed log files will be sent to	This must be a valid directory set up on the server	Defined by the client
Log File Settings Filename **	The name of the log file to be produced	Can be any file name the user sets up	Defined by the client
Report Directory	Directory name and path where system produced reports will be stored	This must be a valid directory set up on the server	Defined by the client

XF Monitor - Tracking Tab

An enquiry screen that shows the status of all files that have been processed via the XF Monitor. It also has the function to enquire on files which have failed to upload with the option to resolve errors via the relevant validation screen.

Field Name	Description	Options	Generic Value
Date Run	Date and Time stamp of when the process ran	Display Only	N/A
Process ID	Unique Process identifier assigned when the EDI Process is started or ran using Force Run option.	Display Only	N/A
Login Id	User id of the person who ran the process	Display Only	N/A
I/O	Inbound or Outbound Indicator	Display Only	N/A
Process Detail	Indicates whether the FTP process was called	Display Only	N/A
Run Time m/s	The process run time in milliseconds	Display Only	N/A
Files Processing	The number of files processed in that particular process run.	Display Only	NA
Transient Table Successful / Failed (Inbound Only)	Indicates whether the file was successfully loaded onto the working tables ready for upload into the WMS.(Process checks the physical characteristics of the file. I.E. record length.	Display Only	N/A
WMS Successful / Failed	Indicates whether the file was successfully loaded into the WMS. (Process checks mandatory data that is validated within the WMS, such as Owner code or Product code).	Display Only	N/A
Buttons
Control Numbers	Unique number for each file that is uploaded on to the Transient Table	Display Only – Only if the file has failed to upload onto the WMS will a control number be displayed	N/A
Filter Data – Show Errors Only / Show all Records / Exclude empty records	All records are displayed in the Tracking Form, the Show Errors button allows for files to be filtered down	Drop down box to make required selection	N/A
Date From	Gives the option to enter a past date for the search and retrieval of data up to the present date (system default is 7 days)	N/a	N/a
Refresh	To initiate the search	N/a	N/a
Errors	Button that will only be displayed if a process is highlighted which is at error. The button will call the relevant validation screen and record for resolution.	N/a	N/a

XF Monitor - Emails Tab

Email maintenance screen, where you set up the email addresses of any users requiring reports and audit files to be emailed to them.

NB: For the successful production and emailing of reports the database and O/S on the server require the emailing function to be enabled.

Ensure the Reports tick box is enabled on the front tab and the report directories have been created and specified in the Parameters Tab.

Reports are only generated for Inbound Messages.

Field Name	Description	Options	Generic Value
User Id	User id of the person who ran the process as held on the WMS	Must have been set up in user maintenance	Defined by the client
Full Names	Full Name of the recipient of the reports	Full name for information purposes	Defined by the client
Email Address	Email address where the reports are to be sent	Valid email address	Defined by the client
EDI Reports	Required report to be sent via Email	Report Options Include - No EDI Rpts Audit Statistics Rpt Only Critical Errors Rpt Only Data Errors Rpt Only Audit and Critical Errors Rpt Audit and Data Errors Rpt Critical and Data Errors Rpt All Three Rpts||Defined by the client

In Addition to the above configuration the system requires additional parameters to be set at server level.

Within System Registry / Global / GeneralSettings the following values must be entered with the relevant data values.

• AppServerConnectString = sce/password@database name
• AppServerFloc = /u02/oraapp/xxx/xxxdev/forms
• AppServerPort = 7777
• AppServerHost = 10.43.0.70 or 127.0.0.1
• AppServerReportServer = repxxxdev
• DefaultDirectory = /tmp

XF Monitor - Reports Tab

Report parameter maintenance screen to specify what kind of reports are to be produced by the system if required and where they are to be sent to.

NB Reports are only generated for inbound messages.

Field Name	Description	Options	Generic Value
Process Audit Report Settings
Transfer Type	Option to specify how and where the reports are to be sent. Depending on the option selected additional information will be prompted for.	FTP N/A Printer Unix File	Defined by the client
Process Error Report Settings
Transfer Type	Option to specify how and where the reports are to be sent. Depending on the option selected additional information will be prompted for.	FTP N/A Printer Unix File	Defined by the client