Blue Moon Industries. Warehouse Management Integration. for Microsoft Dynamics GP Manhattan Associates' ILS.Net Release 10.0

Transcription

1 Blue Moon Industries Warehouse Management Integration for Microsoft Dynamics GP Manhattan Associates' ILS.Net Release 10.0

2 Copyright Manual copyright 2008 Blue Moon Industries. All rights reserved. Your right to copy this documentation is limited by copyright law and the terms of the software license agreement. As the software licensee, you may make a reasonable number of copies or printouts for your own use. Making unauthorized copies, adaptations, compilations, or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law. Trademarks Warehouse Management Integration is a trademark of Blue Moon Industries. Microsoft and Microsoft Dynamics GP are either registered trademarks or trademarks of Microsoft Corporation or its affiliates in the United States and/or other countries. The names of actual companies and products mentioned herein may be trademarks or registered marks - in the United States and/or other countries - of their respective owners. The example companies, organizations, products, domain names, addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, address, logo, person, place, or event is intended or should be inferred. Warranty disclaimer Blue Moon Industries disclaims any warranty regarding the sample code contained in this documentation, including the warranties of merchantability and fitness for a particular purpose. Limitation of liability The content of this manual is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Blue Moon Industries. Blue Moon Industries assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual. Neither Blue Moon Industries nor anyone else who has been involved in the creation, production or delivery of this documentation shall be liable for any indirect, incidental, special, exemplary or consequential damages, including but not limited to any loss of anticipated profit or benefits, resulting from the use of this documentation or sample code. License agreement Use of this product is covered by a license agreement provided with the software product. If you have any questions, please call Blue Moon Industries at Publication date April 15, 2008

3 CONTENTS Contents Introduction... 1 What s in this manual... 1 Prerequisites... 1 Symbols and conventions... 1 Part 1: Installation & Setup...4 Chapter 1: Installation... 5 About the installation process... 5 Installing Warehouse Management Integration... 5 Enabling security to Warehouse Management Integration resources... 6 Registering Warehouse Management Integration... 8 Uninstalling Warehouse Management Integration... 9 Chapter 2: Back-Office setup Setting up inventory and general options Setting up module-specific options Activating the Upload Processor Using synchronization utilities Ensuring Microsoft Dynamics GP posting setup compatibility Part 2: Sales Chapter 3: Sales setup Setting up sales options Chapter 4: Sales document release Release status Releasing sales documents to the WMS Viewing the release status of sales documents Fulfillment indicators Hold indicators Chapter 5: Fulfillment options Entering fulfillment options Setting up default fulfillment options for customers Setting up default fulfillment options for customer addresses Entering fulfillment options for orders Viewing fulfillment options for orders Chapter 6: Fulfillment instructions About fulfillment instructions Setting up default fulfillment instructions for customers Entering fulfillment instructions for orders Viewing fulfillment instructions for orders Chapter 7: Store names WAREHOUSE MANAGEMENT INTEGRATION i

4 CONTENTS About store names Setting up store names Assigning store numbers to items on sales documents Viewing store numbers Chapter 8: Bill To - Ship To Notes About Bill To - Ship To Notes Setting up default Bill To - Ship To Notes for customer addresses Entering Bill To - Ship To Notes for orders Viewing Bill To - Ship To Notes for orders Chapter 9: Picking information About picking information Entering default picking information for items for specific customers Entering picking instructions for a line item during order entry Viewing picking instructions for line items Chapter 10: Shipment tracking Viewing track & trace information for items and shipments Viewing tracking information for a shipment Tracking shipments related to a PRO number Chapter 11: Sales document release synchronization utility About the sales document release synchronization utility Applying document management settings to existing SOP documents Chapter 12: Sales Report Writer extensions About the Report Writer extensions Using the Report Writer extensions Part 3: Purchasing Chapter 13: Purchasing setup Setting up purchasing options Chapter 14: Purchasing document release Release status Releasing purchasing documents to the WMS Viewing the release status of purchasing documents Chapter 15: Purchasing document release synchronization utility About the purchasing document release synchronization utility Applying document management settings to existing POP documents Part 4: Inventory Chapter 16: Additional inventory information Entering additional inventory information Entering vendor item options Chapter 17: Inventory utilities ii WAREHOUSE MANAGEMENT INTEGRATION

5 CONTENTS Item master synchronization utility Product code conversion utility Part 5: System Chapter 18: WMI event log About the WMI event log Viewing the WMI event log Status indicators WMI event log error codes Maintaining the WMI event log Chapter 19: Errors General error codes POP errors Inventory errors Appendix A: Data tables Documentation Comment Form WAREHOUSE MANAGEMENT INTEGRATION iii

6 CONTENTS iv WAREHOUSE MANAGEMENT INTEGRATION

7 Introduction Welcome to Warehouse Management Integration, an application that provides the capability to integrate your back-office Microsoft Dynamics GP system with a WMS. This introduction is divided into the following sections: What s in this manual Prerequisites Symbols and conventions What s in this manual This manual is designed to give you an in-depth understanding of how to use the features of Warehouse Management Integration, and how it integrates with the Microsoft Dynamics GP system. Prerequisites This manual assumes that you are familiar with Microsoft Dynamics GP. You should be able to perform tasks using the following modules: Sales Order Processing Purchase Order Processing Inventory Control You should also be familiar with Manhattan Associates' ILS.Net and warehousing vocabulary. Symbols and conventions This manual uses the following symbols and conventions to make information stand out. Symbol/Convention Description The light bulb symbol indicates helpful tips, shortcuts and suggestions. File >> Print The warning symbol indicates situations you should be especially aware of when completing tasks. Typically, this includes cautions about performing steps in their proper order, or important reminders about how other information in Microsoft Dynamics GP may be affected. The (>>) symbol indicates a sequence of actions, such as choosing items from a menu, toolbar, or pressing buttons in a window. This example directs you to go to the File menu and choose Print. WAREHOUSE MANAGEMENT INTEGRATION 1

8 INTRODUCTION 2 WAREHOUSE MANAGEMENT INTEGRATION

9 PART 1: INSTALLATION & SETUP

10 Part 1: Installation & Setup This part of the documentation explains installation and setup tasks for Warehouse Management Integration. The following topics are discussed: Chapter 1, Installation, describes how to install and register Warehouse Management Integration. Chapter 2, Back-Office setup, describes how to set up Warehouse Management Integration. 4 WAREHOUSE MANAGEMENT INTEGRATION

11 Chapter 1: Installation This portion of the documentation describes how to install and register Warehouse Management Integration. This information is divided into the following sections: About the installation process Installing Warehouse Management Integration Enabling security to Warehouse Management Integration resources Registering Warehouse Management Integration Uninstalling Warehouse Management Integration About the installation process You will copy the WMI_10.cnk file to the local Microsoft Dynamics GP folder. For example, if your local Microsoft Dynamics GP folder is in the following location: C:\Program Files\Microsoft Dynamics\GP10 Copy the CNK file to this folder. When the installation is complete, you will need to start Microsoft Dynamics GP and log in as system administrator. Installing Warehouse Management Integration Before you begin installing Warehouse Management Integration, ensure that your Microsoft Dynamics GP system has the most current service packs installed. Use the following instructions to install Warehouse Management Integration. Before installing Warehouse Management Integration, you should create a backup copy of the Dynamics.set file, which is located in the local Microsoft Dynamics GP folder. Store the copy in a location outside of the local Microsoft Dynamics GP folder. You can delete this file after installing Warehouse Management Integration successfully. To install Warehouse Management Integration: 1. Copy the WMI_10.cnk file to the local Microsoft Dynamics GP folder. For example, if your local Microsoft Dynamics GP folder is in the following location: C:\Program Files\Microsoft Dynamics\GP10 Copy the CNK file to this folder. When the installation is complete, you will need to start Microsoft Dynamics GP and log in as system administrator. WAREHOUSE MANAGEMENT INTEGRATION 5

12 CHAPTER 1 INSTALLATION 2. Start Microsoft Dynamics GP. The message Do you wish to include new code now? will appear. 3. Choose Yes. New code will be included in Microsoft Dynamics GP. 4. Log in as system administrator. If you are installing the product for the first time, the message Tables for Warehouse Management Integration are not created for this company. Do you wish to create them now? will appear. Choose Yes. Data tables for Warehouse Management Integration will be created, and the installation process will be complete. If you are upgrading the product to a new build number, data tables will be updated (if necessary) and the installation process will be complete. Enabling security to Warehouse Management Integration resources New security features were introduced as part of Microsoft Dynamics GP These features prevent users from immediately accessing resources of integrating products. Instead, security to the resources must be deliberately enabled during the setup process. After installing Warehouse Management Integration, you will need to enable security to Warehouse Management Integration resources. This process ensures that users can access the windows, reports, and files (tables) necessary for using the product. This section assumes familiarity with the Microsoft Dynamics GP security model and related concepts including tasks, roles, and users. For more information about this security model, refer to the Microsoft Dynamics GP user documentation. You will enable security by assigning the Warehouse Management Integration security task to one or more roles in the Security Role Setup window. About the Warehouse Management Integration security task A security task named RBI_DEFAULTUSER is created during the installation process for Warehouse Management Integration. This task contains the necessary permissions to use Warehouse Management Integration windows, reports, and files (tables). However, the Warehouse Management Integration security task does not contain permissions to use Microsoft Dynamics GP resources, even if those resources are used by Warehouse Management Integration. It is important to ensure that your Microsoft Dynamics GP security is configured appropriately for each user of Warehouse Management Integration. 6 WAREHOUSE MANAGEMENT INTEGRATION

13 CHAPTER 1 INSTALLATION You can view the settings associated with the Warehouse Management Integration security task by opening the Security Task Setup window (Microsoft Dynamics GP Menu >> Tools >> Setup >> System >> Security Tasks) and selecting RBI_DEFAULTUSER as the task ID. If necessary, you can add items from the access list to meet your needs. Do not remove any items from the access list or errors may result during product use. If you would like to limit activity in Warehouse Management Integration, such as only allowing access to inquiry windows, the recommended method is to create a new security task and add the Warehouse Management Integration resources to meet your needs. To enable security to Warehouse Management Integration resources: 1. Open the Security Role Setup window. (Microsoft Dynamics GP Menu >> Tools >> Setup >> System >> Security Roles) 2. Select a role ID for which you will enable Warehouse Management Integration resources. 3. Mark the RBI_DEFAULTUSER option in the security task ID list. Then choose Save. 4. If necessary, repeat steps 2 and 3 to enable Warehouse Management Integration resources for more roles. 5. When you are finished, close the Security Role Setup window. WAREHOUSE MANAGEMENT INTEGRATION 7

14 CHAPTER 1 INSTALLATION Registering Warehouse Management Integration Warehouse Management Integration is fully functional in the Microsoft Dynamics GP sample company to allow users to evaluate and learn more about the product. When you purchase Warehouse Management Integration, you will receive a registration key. After you ve entered the registration key, you will be able to use Warehouse Management Integration in your company. Use the following instructions to register Warehouse Management Integration to your company. To register Warehouse Management Integration: 1. Open the Microsoft Dynamics GP Registration window. (Microsoft Dynamics GP Menu >> Tools >> Setup >> System >> Registration) 2. Open the Blue Moon Industries Registration window. (Additional >> Blue Moon Product Registration) This window allows you to register any installed Blue Moon product. It displays the version and build number for each Blue Moon product installed in your system. 3. Ensure that your site name matches the site name on your registration form. 8 WAREHOUSE MANAGEMENT INTEGRATION

15 CHAPTER 1 INSTALLATION 4. Enter your registration key in the Warehouse Management Integration Registration Key field. When you are finished, chose the TAB key to move off the field. Repeat this process for any Warehouse Management Integration options that will be registered. Warehouse Management Integration will be registered and you will now be able to use the product in your company. Uninstalling Warehouse Management Integration If you would like to remove Warehouse Management Integration from your system, you can uninstall it by using the following instructions. Before uninstalling Warehouse Management Integration, you should create a backup copy of the Dynamics.set file, which is located in the local Microsoft Dynamics GP folder. Store the copy in a location outside of the local Microsoft Dynamics GP folder. You can delete this file after uninstalling Warehouse Management Integration successfully. This process requires manually editing the Dynamics.set file, and should only be performed by advanced users. Use caution when editing the Dynamics.set file, as any editing errors may result in your system not functioning properly. To uninstall Warehouse Management Integration: 1. Start Windows Explorer and navigate to the local Microsoft Dynamics GP folder. 2. Delete the Warehouse Management Integration dictionary file. This file is named RBI2293.dic. 3. Open the Dynamics.set file using Notepad. 4. Reduce the number on the first line by one. For example, if the number is currently 23, change the value to Delete the line containing the text Warehouse Mgt. Integration and the line directly above it, which contains the product ID number. In this case, the ID number is When you delete these lines, ensure you also delete the line breaks at the end of the lines. There should be no blank vertical space between the remaining lines. 6. Delete the line that ends with the text RBI2293.DIC and the two lines below it. When you delete these lines, ensure you also delete the line breaks at the end of the lines. There should be no blank vertical space between the remaining lines. 7. Save and close the Dynamics.set file. 8. To delete Warehouse Management Integration data tables, open Microsoft SQL Server Management Studio. Then select the Tables option in your company database. 9. Select and delete all Warehouse Management Integration tables. For a full list of data tables, refer to Data tables on page 105. If you will be using other products from Blue Moon Industries, do not delete any tables that start with the BMI prefix. WAREHOUSE MANAGEMENT INTEGRATION 9

16 CHAPTER 1 INSTALLATION 10. Select the Stored Procedures option in your company database. Then select and delete all Warehouse Management Integration stored procedures. These procedures begin with the zdp_rbi prefix. 11. Close Microsoft SQL Server Management Studio. 10 WAREHOUSE MANAGEMENT INTEGRATION

17 Chapter 2: Back-Office setup This portion of the documentation describes how to set up Warehouse Management Integration. This information is divided into the following sections: Setting up inventory and general options Setting up module-specific options Activating the Upload Processor Using synchronization utilities Ensuring Microsoft Dynamics GP posting setup compatibility Setting up inventory and general options Before using Warehouse Management Integration, you will need to configure the program to meet the needs of your business. Use the Warehouse Management Integration Setup window to set up inventory and general options. To set up inventory and general options: 1. Open the Warehouse Management Integration Setup window. (Microsoft Dynamics GP Menu >> Tools >> Setup >> Company >> WMI Setup) 2. Select the warehouse management system you are using. 3. Select whether to use the auto open feature for the Item Additional Information window. WAREHOUSE MANAGEMENT INTEGRATION 11

18 CHAPTER 2 BACK-OFFICE SETUP Auto Open Item Additional Information Mark this option to automatically open the Item Additional Information window when you select an item in the Item Maintenance window. This option can save time if you need to set up additional information for multiple items. 4. Select the bar code options that will be used in your system. Changing the bar code options in this window will not change UPC/EAN bar codes currently stored in your system. Bar Code Symbology Select whether to use the UPC-A or EAN-13 bar code symbology. Default Number System Select a default numbering system value. This number will automatically be entered in the Number System field in the Item Additional Information window. For UPC-A bar codes, the default number system represents the first digit. For EAN-13 bar codes, the default number system represents the first two or three digits. Lock Number System Field Mark this option to prevent users from editing the value in the Number System field in the Item Additional Information window. This option is useful in situations where the number system will not change. If this option is unmarked, the Number System field will be editable. Manufacturer Code Manufacturer codes are consistent across all products. If you enter a manufacturer code, it will be added by default to your bar code. Use care when entering this value, as changing manufacturing codes is not recommended without first removing the previous manufacturer code. A SQL query could also be used to make this change if necessary. For UPC-A bar codes, the manufacturer code will use five digits. For EAN-13 bar codes, the manufacturer code length can vary. Product Code Length The product code length displayed in this field indicates the length of your product code after all other entries have been made. For UPC-A bar codes, the product code length will always be five. For EAN-13 bar codes, the product code length can vary. 5. Select whether to enable auto posting of inventory batches that were created by Warehouse Management Integration. This feature only affects inventory batches created by Warehouse Management Integration; other inventory batches in the system will not be affected. If you enable this feature, refer to Ensuring Microsoft Dynamics GP posting setup compatibility on page 17 for information about setup compatibility. If auto posting of inventory batches is enabled, the feature will be active when the Upload Processor is running. If the Upload Processor is not running, inventory batches will not be auto posted, regardless of whether the feature is enabled in the Warehouse Management Integration Setup window. For more information about the Upload Processor, refer to Activating the Upload Processor on page WAREHOUSE MANAGEMENT INTEGRATION

19 CHAPTER 2 BACK-OFFICE SETUP Inventory batches created by Warehouse Management Integration will be named according to the following convention: RBIYYYYMMDD-### (where ### indicates a three-digit sequence number) Specify your auto post thresholds. These options define how often the Upload Processor computer will post inventory batches. Transactions Enter the number of inventory transactions to accumulate into a batch prior to posting the documents. For example, if you enter 10, documents will be posted in batches of 10. If you want documents to be posted immediately instead of accumulating for batch posting, enter 1 in this field. Days, Hours, and Minutes Enter a time period for inventory transactions to accumulate into a batch prior to posting the documents. This option is useful for posting batches after a defined time period, such as a particular number of days, hours, and minutes. If you want documents to be posted at a specific time each day, enter a 0 in the Days field and mark the at option. Then enter a time in the field to the right of the Days field. When entering times, use 24 hour time. For example, 2300 would indicate 11:00 PM. Documents will be posted when either the transaction or the time-based threshold is met. 6. Select your logging preferences. By default, all download and upload activity is recorded in the log file. You can choose not to record successful downloads and uploads using these options. Recording successful downloads and uploads might result in a large log file size. For information on viewing and maintaining the log file, refer to Viewing and maintaining the processing log on page 115. If you select Log Download Errors only, documents successfully downloaded from the back-office to the WMS will not be recorded in the log file. If you select Log Upload Errors only, documents successfully uploaded from the WMS to the back-office will not be recorded in the log file. 7. Configure your exception log preferences. The exception log is a text file that contains a list of errors that occurred during the transfer process. Specify an exception log path to indicate where the exception log file will be saved. To enter a path, choose the folder icon and browse to a file location, or enter the path directly into the field. To be notified of errors via , enter an address in the exception address field. This feature requires that you have a standard MAPI client installed. To stop transferring documents based on errors within a particular time frame, enter the number of exceptions and seconds. If the number of errors meets this threshold, Warehouse Management Integration will stop transferring documents. WAREHOUSE MANAGEMENT INTEGRATION 13

20 CHAPTER 2 BACK-OFFICE SETUP 8. Choose the ILS button. The ILS Setup window will open. Select a folder path to indicate where to save the configuration file. Then select folder paths to indicate where each type of XML file will be saved. Upload The Upload folder will contain documents that are being received from the warehouse management system. Download The Download folder will contain documents that are being sent to the warehouse management system. Ended The Ended folder will contain documents that were ceaselessly completed and processed. Error The Error folder will contain all documents that failed. Pending The Pending folder will contain documents being saved for later work. Choose OK to close the ILS Setup window. 9. When you are finished selecting your setup options, choose Save. Your setup options will be saved. 14 WAREHOUSE MANAGEMENT INTEGRATION

21 CHAPTER 2 BACK-OFFICE SETUP Setting up module-specific options The Warehouse Management Integration Setup window provides access to module-specific setup options for Warehouse Management Integration. For detailed setup instructions for each module, refer to the following chapters: Chapter 3, Sales setup describes how to set up Warehouse Management Integration options that are specific to SOP. Chapter 13, Purchasing setup, describes how to set up Warehouse Management Integration options that are specific to POP. Activating the Upload Processor The Upload Processor is a back-office process that automatically transfers documents from the WMS to the back-office. You will need to activate this process on one client workstation in your configuration to allow the transfer of documents. You will need to select one client to run the Upload Processor process. Only one client should have the Upload Processor activated at any time. You will use the Warehouse Management Integration Setup window to activate the Upload Processor. When you exit Microsoft Dynamics GP, the Upload Processor will automatically be deactivated. You can deactivate the Upload Processor without exiting the system by opening the Process WAREHOUSE MANAGEMENT INTEGRATION 15

22 CHAPTER 2 BACK-OFFICE SETUP Monitor window (Microsoft Dynamics GP Menu >> Process Monitor) and selecting Timed as the queue option. Then select the Warehouse Management Integration Upload Processor from the list and choose Remove. The Upload Processor will be deactivated. Remember that the Upload Processor must be active for documents to be transferred from the WMS to the back-office. It s also important to remember that the Upload Processor should not be active on more than one client at the same time. The Microsoft Dynamics GP user that will run the Upload Processor requires a POWERUSER security role ID. For more information about security role IDs and other security model concepts, refer to the Microsoft Dynamics GP user documentation. To activate the Upload Processor: 1. Open the Warehouse Management Integration Setup window. (Microsoft Dynamics GP Menu >> Tools >> Setup >> Company >> WMI Setup) 2. Choose Activate. The Upload Processor will be activated. Using synchronization utilities If you are setting up the first client installation of Warehouse Management Integration, you may want to use one or more of the following synchronization utilities. Item master synchronization utility If you are setting up the first client installation of Warehouse Management Integration, and you want to download item master information from the back-office to the WMS, you will need to use the item master synchronization utility. 16 WAREHOUSE MANAGEMENT INTEGRATION

23 CHAPTER 2 BACK-OFFICE SETUP Refer to Chapter 17, Inventory utilities, for detailed instructions about downloading backoffice item master information to the WMS. Sales document release synchronization utility If you are setting up the first client installation of Warehouse Management Integration, and you want your document management settings to be applied to existing SOP documents, you will need to use the sales document release synchronization utility. Refer to Chapter 11, Sales document release synchronization utility, for information about applying document management settings to existing SOP documents. Purchasing document release synchronization utility If you are setting up the first client installation of Warehouse Management Integration, and you want your document management settings to be applied to existing POP documents, you will need to use the purchasing document release synchronization utility. Refer to Chapter 15, Purchasing document release synchronization utility, for information about applying document management settings to existing POP documents. Ensuring Microsoft Dynamics GP posting setup compatibility If you enabled auto posting of Warehouse Management Integration-created inventory batches during the setup process, you will need to confirm your Microsoft Dynamics GP posting setup is compatible with that option. To ensure Microsoft Dynamics GP posting setup compatibility: 1. Open the Posting Setup window. (Microsoft Dynamics GP Menu >> Tools >> Setup >> Posting >> Posting) WAREHOUSE MANAGEMENT INTEGRATION 17

24 CHAPTER 2 BACK-OFFICE SETUP 2. For each of the following series/origin combinations, ensure Send To option is compatible. If it is not compatible, change the entry. Series Inventory Financial Origin Transaction Entry Transfer Entry General Entry The following Send To options are compatible with Warehouse Management Integration: All unmarked (if the Print option is unmarked) Printer and/or File Prompt and/or Display (if Printer and/or File is marked) Prompt and/or Display cannot be chosen alone because the system will prompt the user for input and prevent the auto posting process from occurring. 3. When you are finished, choose OK. 18 WAREHOUSE MANAGEMENT INTEGRATION

25 PART 2: SALES

26 Part 2: Sales This part of the documentation explains sales-related features of Warehouse Management Integration. The following topics are discussed: Chapter 3, Sales setup, describes how to set up Warehouse Management Integration for sales. Chapter 4, Sales document release, describes how to release documents to the WMS. Chapter 5, Fulfillment options, describes how to enter fulfillment options for sales orders. Chapter 6, Fulfillment instructions, describes how to enter fulfillment instructions for sales orders. Chapter 7, Store names, describes how to enter sore names and EDI information for sales documents. Chapter 8, Bill To - Ship To Notes, describes how to enter Bill To - Ship To Notes. Chapter 9, Price label information, describes how to enter price label information. Chapter 9, Picking information, describes how to enter picking information. Chapter 10, Shipment tracking, describes how to track shipments. Chapter 11, Sales document release synchronization utility, describes how to use the sales document release synchronization utility. Chapter 12, Sales Report Writer extensions, describes how to set up Warehouse Management Integration Sales extensions for Report Writer. 20 WAREHOUSE MANAGEMENT INTEGRATION

27 Chapter 3: Sales setup This portion of the documentation describes how to set up Warehouse Management Integration for sales. This information is divided into the following sections: Setting up sales options Setting up sales options Before using the sales functionality of Warehouse Management Integration, you will need to configure the program to meet the needs of your business. Use the following instructions to set up sales options for Warehouse Management Integration. To set up sales options: 1. Open the Warehouse Management Integration Setup window. (Microsoft Dynamics GP Menu >> Tools >> Setup >> Company >> WMI Setup) WAREHOUSE MANAGEMENT INTEGRATION 21

28 CHAPTER 3 SALES SETUP 2. Choose the SOP button. The Sales Options window will open. 3. Select a SOP document type and type ID that will be managed by Warehouse Management Integration. Then mark the appropriate options for the selected document type. If you mark WMS, documents of the selected type will be available to be sent to the warehouse management system. You will be able to release these documents to the warehouse management system manually or automatically. If you mark Auto, documents of the selected type will automatically be released to the warehouse management system when saved. Only managed documents can be automatically released. If you do not mark Auto, you will need to release documents manually. If you enter or select a Default Site, documents of the selected type created with the Sales Transaction Entry window will use the selected site ID as the default. Repeat this step for each SOP document type ID that will be managed by Warehouse Management Integration. 4. Select the sales options you want to enable. Allow backorders If you mark this option, and ILS is configured to allow short picks, the following will occur. When a short-picked order line is received from ILS, Warehouse Management Integration will back order the remaining quantities. Allow release with Process Hold If you mark this option, managed documents with process holds assigned to them can be released for fulfillment to the WMS. If you do not mark this option, you will need to remove process holds prior to releasing the document for fulfillment to the WMS. Allow release with Customer Hold If you mark this option, managed documents for customers placed on hold in the Customer Maintenance window can be released for fulfillment to the WMS. If you do not mark this option, you will need to remove customer holds prior to releasing the document for fulfillment to the WMS. 22 WAREHOUSE MANAGEMENT INTEGRATION

29 CHAPTER 3 SALES SETUP Apply Shipping Charges from WMS If you mark this option, the freight amount on a managed document will be updated using the shipping charges from the WMS. Apply Unfulfilled QTY Rules If you mark this option, unfulfilled quantities remaining after fulfillment of partial quantities will be canceled or back-ordered based on item number and/or customer ID configurations: Item Number (Cards >> Inventory >> Item >> Options button >> Allow Back Orders option) Customer ID (Cards >> Sales >> Customers >> Additional >> Def. Fulfillment Options >> Allow Backorders option) 5. Select whether the Tracking Number from the WMS should be appended to or replace the existing sales document s tracking numbers. 6. If necessary, enter a Backorder Threshold. If after partial fulfillment, the unfulfilled amount is below the specified threshold, the remaining amount will be canceled. 7. When you are finished entering the sales setup options, choose OK to save the information. Then choose Save in the Warehouse Management Integration Setup window. WAREHOUSE MANAGEMENT INTEGRATION 23

30 CHAPTER 3 SALES SETUP 24 WAREHOUSE MANAGEMENT INTEGRATION

31 Chapter 4: Sales document release This portion of the documentation describes how to release documents to the WMS. This information is divided into the following sections: Release status Releasing sales documents to the WMS Viewing the release status of sales documents Fulfillment indicators Release status As documents are transferred between the back-office and WMS, they will be validated and assigned a release status. This validation process ensures the integrity of the documents. A release status describes the document s relationship to the WMS. This status determines what types of actions you can perform on the document. The document s release status will be one of the following: Release Status Available Locked Confirmed Description The document has not been released to the WMS. You can release Available documents to the WMS. The document is currently in use by the WMS. You cannot access locked documents from the back-office. The document has been confirmed by the WMS. The WMS has finished processing the document. WAREHOUSE MANAGEMENT INTEGRATION 25

32 CHAPTER 4 SALES DOCUMENT RELEASE Releasing sales documents to the WMS The release process transfers documents from the back-office to the WMS for processing. During the setup process, you specified what types of documents to manage. When you save documents of a managed order type, the order will become available to release to the WMS. To save time, you can set up the back-office to automatically release saved documents to the WMS. For more information, refer to Setting up inventory and general options on page 11. You can release a document to the WMS by using the Sales Order Release Management window. To release sales documents to the WMS: 1. Open the Sales Order Release Management window. (Transactions >> Sales >> Release Manager) Marked documents are currently released to the WMS. Unmarked documents are currently not released to the WMS. 2. If necessary, use the Include options to filter the displayed documents and choose Redisplay. Documents meeting your criteria will be displayed. 3. If necessary, select a sorting option and choose Redisplay. 4. Mark the documents to release to the WMS. 5. Choose Process. The documents you marked will be released to the WMS. 6. Close the Sales Order Release Management window. 26 WAREHOUSE MANAGEMENT INTEGRATION

33 CHAPTER 4 SALES DOCUMENT RELEASE Viewing the release status of sales documents You will use the Sales Order Release Inquiry window to view the release status of sales documents. To view the release status of sales documents: 1. Open the Sales Order Release Inquiry window. (Inquiry >> Sales >> Release Inquiry) 2. If necessary, use the Include options to filter the displayed documents and choose Redisplay. Documents meeting your criteria will be displayed. 3. If necessary, select a sorting option and choose Redisplay. 4. Select a record and choose a link to open a window to view more detailed information (optional). The following table shows the link field and the window that the link opens: Link Field Sales Order Number Window that opens Sales Transaction Inquiry Zoom window 5. When you are finished viewing the information, choose Close. WAREHOUSE MANAGEMENT INTEGRATION 27

34 CHAPTER 4 SALES DOCUMENT RELEASE Fulfillment indicators In the Sales Order Release Management and Sales Order Release Inquiry windows, sales documents with a confirmed status will be marked with an icon to indicate whether the document has unfulfilled quantities remaining. This icon will be displayed in the Release Status field. Icon Description Indicates the document has unfulfilled quantities remaining. These documents can be marked for release to the WMS and processed. Hold indicators Indicates the document is 100% fulfilled. These documents cannot be marked for release to the WMS In the Sales Order Release Management and Sales Order Release Inquiry windows, sales documents with a hold status will be marked with an icon to indicate the type of hold. This icon will be displayed in the Sales Document Number field. Icon Description Indicates the SOP document is on hold. Indicates a SOP document for a customer on hold. 28 WAREHOUSE MANAGEMENT INTEGRATION

35 Chapter 5: Fulfillment options This portion of the documentation describes how to enter fulfillment options for sales orders. This information is divided into the following sections: Entering fulfillment options Setting up default fulfillment options for customers Setting up default fulfillment options for customer addresses Entering fulfillment options for orders Viewing fulfillment options for orders Entering fulfillment options Fulfillment option fields allow you to add fulfillment-related information to sales documents. You attach information directly to the sales document and when the document is transferred to the WMS, the fulfillment options information will also be transferred. Setting up default fulfillment options for customers You will use the Default Fulfillment Options window to enter default fulfillment options for orders from a specific customer. To set up default fulfillment options for customers: 1. Open the Customer Maintenance window. (Cards >> Sales >> Customers) 2. Enter or select a customer ID. WAREHOUSE MANAGEMENT INTEGRATION 29

36 CHAPTER 5 FULFILLMENT OPTIONS 3. Choose Additional >> Def. Fulfillment Options. The Default Fulfillment Options window will open. 4. Define your shipment options. Ship Complete This option communicates to your WMS whether you allow partial shipments. To allow partial shipments, mark this option. To require all of an order to be shipped, leave this option unmarked. 5. If necessary, enter a default Priority for the customer s orders. You can enter a value from 0 to 9 to indicate the priority level of this customer s orders. 6. If necessary, select a Ship Payment Type to indicate the default ship payment type for the customer. The Ship Payment Type value must match the ship payment type in ILS. A consultant will assist you when setting up this option. 7. Choose OK. The information will be saved. 8. Close the Customer Maintenance window. Setting up default fulfillment options for customer addresses You will use the Default Address Fulfillment Options window to enter default fulfillment options for orders for specific customer addresses. If you do not set up default fulfillment options at the customer address level, the default fulfillment options at the customer level will be used. 30 WAREHOUSE MANAGEMENT INTEGRATION

37 CHAPTER 5 FULFILLMENT OPTIONS To set up default fulfillment options for customer addresses: 1. Open the Customer Address Maintenance window. (Cards >> Sales >> Addresses) 2. Select a customer ID. 3. Select an address ID for the customer. 4. Choose Additional >> Default Address Fulfillment Opt. The Default Address Fulfillment Options window will open. 5. If necessary, select a Ship Payment Type to indicate the default ship payment type for the customer address. The Ship Payment Type value must match the ship payment type in ILS. A consultant will assist you when setting up this option. 6. Choose OK. The information will be saved. 7. Close the Customer Address Maintenance window. WAREHOUSE MANAGEMENT INTEGRATION 31

38 CHAPTER 5 FULFILLMENT OPTIONS Entering fulfillment options for orders You will use the Fulfillment Options window to enter fulfillment options at the order level during order entry. To enter fulfillment options for orders: 1. Open the Sales Transaction Entry window. (Transactions >> Sales >> Sales Transaction Entry) 2. Choose Additional >> Fulfillment Options. The Fulfillment Options window will open. 3. Define your shipment options. Ship Complete This option communicates to your WMS whether you allow partial shipments. To allow partial shipments, mark this option. To require all of an order to be shipped, leave this option unmarked. 32 WAREHOUSE MANAGEMENT INTEGRATION

39 CHAPTER 5 FULFILLMENT OPTIONS 4. If necessary, enter a Priority for the customer s orders. You can enter a value from 0 to 9 to indicate the priority level of this customer s orders. 5. If necessary, select a Ship Payment Type to indicate the ship payment type for the order. 6. Choose OK. The information will be saved. 7. Finish processing the sales document. Viewing fulfillment options for orders You will use the Fulfillment Options window to view fulfillment options for sales documents. To view fulfillment options for orders: 1. Open the Sales Transaction Inquiry Zoom window. (Inquiry >> Sales >> Sales Items >> Document Number link) WAREHOUSE MANAGEMENT INTEGRATION 33

40 CHAPTER 5 FULFILLMENT OPTIONS 2. To view fulfillment options for the document, choose Additional >> Fulfillment Options. The Fulfillment Options window will open. 3. When you are finished viewing the information, close the Fulfillment Options window. 34 WAREHOUSE MANAGEMENT INTEGRATION

41 Chapter 6: Fulfillment instructions This portion of the documentation describes how to enter fulfillment instructions for sales orders. This information is divided into the following sections: About fulfillment instructions Setting up default fulfillment instructions for customers Entering fulfillment instructions for orders Viewing fulfillment instructions for orders About fulfillment instructions During the course of business, you may need to communicate fulfillment instructions about sales orders to your shipping team. For example, you might need to inform a shipping employee of special handling instructions for a package you are shipping. Instead of relaying the information via traditional methods, you can attach the instructions directly to the sales order. Your fulfillment instructions will appear on RF handhelds during the fulfillment process. This communication method ensures that the shipping employee preparing the package also receives your instructions. Fulfillment instructions allow you to communicate to your shipping staff by associating fulfillment instructions with sales orders. Setting up default fulfillment instructions for customers Setting up default fulfillment instructions is helpful if the same instructions are always needed for orders for a specific customer. With default fulfillment instructions, you can enter the information once and automatically apply it to all future orders for the customer. WAREHOUSE MANAGEMENT INTEGRATION 35

42 CHAPTER 6 FULFILLMENT INSTRUCTIONS To set up default fulfillment instructions for customers: 1. Open the Customer Maintenance window. (Cards >> Sales >> Customers) 2. Select a customer. 3. Choose Additional >> Def. Fulfillment Instructions. The Default Fulfillment Instructions window will open. 4. Enter the fulfillment instructions for sales orders for this customer. There are seven 20-character fields available to store the fulfillment instructions. 5. Choose OK. The default fulfillment instructions will be saved. 36 WAREHOUSE MANAGEMENT INTEGRATION

43 CHAPTER 6 FULFILLMENT INSTRUCTIONS These default fulfillment instructions will be applied to future sales orders for the selected customer. 6. Close the Customer Maintenance window. Entering fulfillment instructions for orders You can enter fulfillment instructions for sales order during sales order entry. If the same fulfillment instructions are needed for every order for a specific customer, you can save time by using default fulfillment instructions. For more information, refer to Setting up default fulfillment instructions for customers on page 35. If default fulfillment instructions exist, you can overwrite them at the sales order level. Modifying instructions at the sales order level only affects the instructions for the current order and does not overwrite the default fulfillment instructions for future orders. To enter fulfillment instructions for orders: 1. Open the Sales Transaction Entry window. (Transactions >> Sales >> Sales Transaction Entry) 2. Begin processing the transaction, but do not save the sales order. WAREHOUSE MANAGEMENT INTEGRATION 37

44 CHAPTER 6 FULFILLMENT INSTRUCTIONS 3. Choose Additional >> Fulfillment Instructions. The Fulfillment Instructions window will open. There are seven 20-character fields available to store the fulfillment instructions. If default fulfillment instructions for this customer exist, they will appear in the special instructions fields. If default instructions do not exist, the special instructions fields will be blank. Enter or replace the fulfillment instructions for the order and choose OK. The instructions will be saved and applied to the current order. 4. Finish processing the order, then save it. When the order is released to the WMS, the fulfillment instructions will be included with the order. Viewing fulfillment instructions for orders You will use the Fulfillment Instructions window to view fulfillment instructions for sales documents. 38 WAREHOUSE MANAGEMENT INTEGRATION

45 CHAPTER 6 FULFILLMENT INSTRUCTIONS To view fulfillment instructions for orders: 1. Open the Sales Transaction Inquiry Zoom window. (Inquiry >> Sales >> Sales Items >> Document Number link) 2. To view fulfillment instructions for the document, choose Additional >> Fulfillment Instructions. The Fulfillment Instructions window will open. 3. When you are finished viewing the information, close the Fulfillment Instructions window. WAREHOUSE MANAGEMENT INTEGRATION 39

46 CHAPTER 6 FULFILLMENT INSTRUCTIONS 40 WAREHOUSE MANAGEMENT INTEGRATION

47 Chapter 7: Store names This portion of the documentation describes how to enter sore names for sales documents. This information is divided into the following sections: About store names Setting up store names Assigning store numbers to items on sales documents Viewing store numbers About store names Store names allow you to assign a text description to a specific customer ship to address. Store names will be used to accommodate mark for labeling requirements. Information such as the store number and address will be used for store-level labeling in the WMS. Setting up store names You will use the Store Name Maintenance window to assign store names to specific customer store numbers. The store name and address information is passed to the external fulfillment system so the Store Mark for address detail can be printed on the shipping label. This is helpful if orders are being shipped to a central distribution location for later transfer to a specific store. To set up store names: 1. Open the Customer Address Maintenance window. (Cards >> Sales >> Addresses) 2. Select a customer ID. WAREHOUSE MANAGEMENT INTEGRATION 41

48 CHAPTER 7 STORE NAMES 3. Select an address ID for the customer. 4. Choose Additional >> Store Name. The Store Name Maintenance window will open. 5. Enter the store name. 6. Enter the location code/destination number. 7. Choose OK. The Store Name Maintenance window will close. 8. If necessary, set up store names for other customer store numbers. 9. When you are finished setting up store names, close the Customer Address Maintenance window. Assigning store numbers to items on sales documents You can assign store numbers to items on sales documents in two ways. You can enter a store number at the sales document level that will apply to all new line items on the sales document. This method is helpful if you need to assign the same information to many line items. If you enter a default store number, you can replace them at the line item level while processing line items. You can enter line item-specific store numbers. This method is helpful if you need to assign differing store numbers to individual line items. 42 WAREHOUSE MANAGEMENT INTEGRATION

49 CHAPTER 7 STORE NAMES To assign store numbers to items on sales documents 1. Open the Sales Transaction Entry window. (Transactions >> Sales >> Sales Transaction Entry) 2. Begin processing the transaction, but do not save the sales order. 3. To enter a store number that will be assigned to the document, choose Additional >> EDI Information Entry. The Sales Transaction EDI Information Entry window will open. Select a store number. Then choose OK. New line items on the current sales document will be assigned this store number by default. You will also have the option to apply these changes to existing line items on the document. WAREHOUSE MANAGEMENT INTEGRATION 43

50 CHAPTER 7 STORE NAMES If necessary, you can later replace the store number on a line item basis. 4. To assign a line item-specific store number, enter the standard information to complete the line item. Select the line item and choose the expansion button. The Sales Item Detail Entry window will open. Choose Additional >> EDI Information Entry. The Item Detail EDI Information Entry window will open. Select a store number. Then choose OK. The store number will be assigned to the selected line item. If a default store number exists for this line item, it will be replaced. Close the Sales Item Detail Entry window. If necessary, enter more line items and assign store numbers to them. 5. Finish processing the sales document. Viewing store numbers You can view store numbers in two ways. You can view a store number at the sales document level. You can view line item-specific store numbers. 44 WAREHOUSE MANAGEMENT INTEGRATION

51 CHAPTER 7 STORE NAMES To view store numbers: 1. Open the Sales Transaction Inquiry Zoom window. (Inquiry >> Sales >> Sales Items >> Document Number link) 2. To view document-level store number information, choose Additional >> EDI Information Entry. The Sales Transaction EDI Information Entry window will open. 3. To view line-item specific store number information, select the line item and choose the expansion button. The Sales Item Detail Inquiry Zoom window will open. WAREHOUSE MANAGEMENT INTEGRATION 45

52 CHAPTER 7 STORE NAMES Choose Additional >> EDI Information Entry. The Item Detail EDI Information Entry window will open. 4. When you are finished viewing the information, close the EDI inquiry windows. 46 WAREHOUSE MANAGEMENT INTEGRATION

53 Chapter 8: Bill To - Ship To Notes This portion of the documentation describes how to enter Bill To - Ship To Notes. This information is divided into the following sections: About Bill To - Ship To Notes Setting up default Bill To - Ship To Notes for customer addresses Entering Bill To - Ship To Notes for orders Viewing Bill To - Ship To Notes for orders About Bill To - Ship To Notes Bill To - Ship To Notes allow you to record notes associated with a customer address. These notes are saved as part of a sales document. The notes associated with the ship to address on an order will be available to be printed on various documents generated in the external fulfillment system. Setting up default Bill To - Ship To Notes for customer addresses You will use the Bill To - Ship To Notes window to enter Bill To - Ship To Notes for customer addresses. To set up default Bill To - Ship To Notes for customer addresses: 1. Open the Customer Address Maintenance window. (Cards >> Sales >> Addresses) 2. Select a customer ID. 3. Select an address ID for the customer. WAREHOUSE MANAGEMENT INTEGRATION 47

54 CHAPTER 8 BILL TO - SHIP TO NOTES 4. Choose Additional >> Bill To - Ship To Notes. The Bill To - Ship To Notes window will open. 5. Enter the Bill To - Ship To Notes for this customer address. There are five 40-character fields available to store the notes. 6. Choose OK. The Bill To - Ship To Notes will be saved. These notes will be applied to future sales documents to this customer address. The notes can be printed on packing lists, pick lists, and other shipment related documents in the external fulfillment system. 7. Close the Customer Address Maintenance window. Entering Bill To - Ship To Notes for orders You can enter Bill To - Ship To Notes for sales order during sales order entry. If the same Bill To - Ship To Notes are needed for every order for a specific customer address, you can save time by using default Bill To - Ship To Notes. For more information, refer to Setting up default Bill To - Ship To Notes for customer addresses on page 47. If default Bill To - Ship To Notes exist, you can overwrite them at the sales order level. Modifying notes at the sales order level only affects the notes for the current order and does not overwrite the default Bill To - Ship To Notes for future orders. 48 WAREHOUSE MANAGEMENT INTEGRATION

55 CHAPTER 8 BILL TO - SHIP TO NOTES To enter Bill To - Ship To Notes for orders: 1. Open the Sales Transaction Entry window. (Transactions >> Sales >> Sales Transaction Entry) 2. Begin processing the transaction, but do not save the sales order. 3. Choose Additional >> Bill To - Ship To Notes. The Bill To - Ship To Notes window will open. 4. Enter the Bill To - Ship To Notes for this order. There are five 40-character fields available to store the notes. If default Bill To - Ship To Notes for this customer address exist, they will appear in the notes fields. If default notes do not exist, the notes fields will be blank. WAREHOUSE MANAGEMENT INTEGRATION 49

56 CHAPTER 8 BILL TO - SHIP TO NOTES Enter or replace the notes for the order and choose OK. The notes will be saved and applied to the current order. 5. Finish processing the order, then save it. When the order is released to the WMS, the notes will be included with the order. Viewing Bill To - Ship To Notes for orders You will use the Bill To - Ship To Notes window to view Bill To - Ship To notes for sales documents. To view Bill To - Ship To Notes for orders: 1. Open the Sales Transaction Inquiry Zoom window. (Inquiry >> Sales >> Sales Items >> Document Number link) 50 WAREHOUSE MANAGEMENT INTEGRATION

57 CHAPTER 8 BILL TO - SHIP TO NOTES 2. To view Bill To - Ship To Notes for the document, choose Additional >> Bill To - Ship To Notes. The Bill To - Ship To Notes window will open. 3. When you are finished viewing the information, close the Bill To - Ship To Notes window. WAREHOUSE MANAGEMENT INTEGRATION 51

58 CHAPTER 8 BILL TO - SHIP TO NOTES 52 WAREHOUSE MANAGEMENT INTEGRATION

59 Chapter 9: Picking information This portion of the documentation describes how to enter picking information. This information is divided into the following sections: About picking information Entering default picking information for items for specific customers Entering picking instructions for a line item during order entry Viewing picking instructions for line items About picking information You can enter picking information for items for specific customers. This information is used by your picking staff and appears on the RF HandHeld during the picking process. Entering default picking information for items for specific customers Use the Picking Information Maintenance window to enter default special instructions and pack sizes for item/customer combinations. To enter default picking information for items for specific customers: 1. Open the Picking Information Maintenance window. (Cards >> Inventory >> Picking Information) 2. Enter the special instructions for this item/customer combination. There are seven 20-character fields available to store the instructions. 3. Choose Save. The information will be saved. Entering picking instructions for a line item during order entry You will use the Picking Instructions window to enter picking instructions for line items during order entry. WAREHOUSE MANAGEMENT INTEGRATION 53

60 CHAPTER 9 PICKING INFORMATION To enter picking instructions for a line item during order entry: 1. Open the Sales Transaction Entry window. (Transactions >> Sales >> Sales Transaction Entry) 2. Begin processing the transaction, but do not save the sales order. 3. Select a line item. Then choose the expansion button for the line item. The Sales Item Detail Entry window will open. 54 WAREHOUSE MANAGEMENT INTEGRATION

61 CHAPTER 9 PICKING INFORMATION 4. Choose Additional >> Picking Instructions. The Picking Instructions window will open. 5. Enter the special instructions for this line item. There are seven 20-character fields available to store the instructions. 6. Choose OK. The instructions will be saved with the line item. 7. Choose Save in the Sales Item Detail Entry window, and then close the window. 8. When you are finished adding picking instructions, choose Save in the Sales Transaction Entry window. Viewing picking instructions for line items You will use the Picking Instructions window to view picking instructions for line items. WAREHOUSE MANAGEMENT INTEGRATION 55

62 CHAPTER 9 PICKING INFORMATION To view picking instructions for line items: 1. Open the Sales Transaction Inquiry Zoom window. (Inquiry >> Sales >> Sales Items >> Document Number link) 2. Select a line item. Then choose the expansion button for the line item. The Sales Item Detail Inquiry Zoom window will open. 56 WAREHOUSE MANAGEMENT INTEGRATION

63 CHAPTER 9 PICKING INFORMATION 3. Choose Additional >> Picking Instructions. The Picking Instructions window will open. 4. When you are finished viewing the information, choose OK. WAREHOUSE MANAGEMENT INTEGRATION 57

64 CHAPTER 9 PICKING INFORMATION 58 WAREHOUSE MANAGEMENT INTEGRATION

65 Chapter 10: Shipment tracking This portion of the documentation describes how to track shipments. This information is divided into the following sections: Viewing track & trace information for items and shipments Viewing tracking information for a shipment Tracking shipments related to a PRO number Viewing track & trace information for items and shipments You can access detailed item and shipment information by using the Sales Document Tracking window. You will use this inquiry to view the following information: Information about items in a specific shipment Information about shipments containing specific items To view track & trace information for items and shipments: 1. Open the Sales Order Processing Document Inquiry window. (Inquiry >> Sales >> Sales Documents) 2. Select a document and then choose Additional >> Track Trace. The Sales Document Tracking by Track & Trace window will open. 3. To view information for items in a specific shipment, select a shipment from the upper list. Information about items in the selected shipment will be displayed in the lower list. WAREHOUSE MANAGEMENT INTEGRATION 59

66 CHAPTER 10 SHIPMENT TRACKING 4. To view shipment information for a specific item, select an item from the lower list and choose the Item Number Expansion button. The Sales Document Tracking by Item Number window will open. Select an item from the upper list. Information about shipments that contain the selected item will be displayed in the lower list. If necessary, you can return to the Sales Document Tracking by Track & Trace window by selecting a shipment from the lower list and choosing the Track & Trace Number expansion button. 5. When you are finished viewing the information, close the Sales Document Tracking windows. Viewing tracking information for a shipment You will use the Sales Document Tracking window to view tracking information for a shipment. This window provides detailed information about the shipment. 60 WAREHOUSE MANAGEMENT INTEGRATION

67 CHAPTER 10 SHIPMENT TRACKING To view tracking information for a shipment: 1. Open the Sales Document Tracking window. (Inquiry >> Sales >> Track and Trace Inquiry) 2. Enter or select a Track & Trace Number. Tracking information for the selected Track & Trace Number will be displayed. 3. If necessary, you can view information about items in the shipment by choosing the Track & Trace Number expansion button. The Sales Document Tracking by Track & Trace window will open with item details for the shipment. 4. To view UPS or FedEx package tracking information, choose the i button to the right of the Track & Trace Number expansion button. A web browser window will open and display the associated tracking information for UPS or FedEx. Tracking shipments related to a PRO number PRO numbers are used to identify shipments using carriers that ship less than truckload. You can use the PRO Number Tracking by Sales Document window to view shipments related to a specific PRO number. WAREHOUSE MANAGEMENT INTEGRATION 61

68 CHAPTER 10 SHIPMENT TRACKING To track shipments related to a PRO number: 1. Open the PRO Number Tracking by Sales Document window. (Inquiry >> Sales >> Pro Number Tracking) 2. Enter or select a PRO number. The shipments associated with that PRO number will be displayed. 3. When you are finished viewing the information, choose OK. 62 WAREHOUSE MANAGEMENT INTEGRATION

69 Chapter 11: Sales document release synchronization utility This portion of the documentation describes how to use the sales document release synchronization utility. This information is divided into the following sections: About the sales document release synchronization utility Applying document management settings to existing SOP documents About the sales document release synchronization utility The sales document release synchronization utility allows you to apply your current Warehouse Management Integration document management options to existing sales documents. You will typically use this utility in the following situations: During the first client setup, you defined the document types that will be managed by Warehouse Management Integration. You can use the this utility to apply your document management settings to SOP documents that existed prior to setting up Warehouse Management Integration. If you change the document management options in Warehouse Management Integration, you can use this utility to apply the new document management settings to SOP documents that existed prior to modifying the setup options in Warehouse Management Integration. Applying document management settings to existing SOP documents You will use the Sales Document Release Synchronization window to apply document management settings to existing SOP documents. To apply document management settings to existing SOP documents: 1. Open the Sales Document Release Synchronization window. (Microsoft Dynamics GP Menu >> Tools >> Utilities >> Sales >> Release Synchronization) 2. Select a range of documents. 3. If necessary, you can choose the print icon to print an edit list. 4. Choose Process. The document management settings will be applied to the selected range of existing documents. WAREHOUSE MANAGEMENT INTEGRATION 63

70 CHAPTER 11 SALES DOCUMENT RELEASE SYNCHRONIZATION UTILITY 64 WAREHOUSE MANAGEMENT INTEGRATION

71 Chapter 12: Sales Report Writer extensions This portion of the documentation describes how to set up Warehouse Management Integration Sales extensions for Report Writer. This information is divided into the following sections: About the Report Writer extensions Using the Report Writer extensions About the Report Writer extensions Information from the following windows can be added to Microsoft Dynamics GP reports using Report Writer: Bill To - Ship To Notes window - For more information about this window, refer to Entering Bill To - Ship To Notes for orders on page 48. Fulfillment Option window - For more information about this window, refer to Entering fulfillment options for orders on page 32. The instructions in this chapter assume familiarity with Report Writer. For more information about Report Writer, refer to the Report Writer User s Guide. Using the Report Writer extensions The Report Writer extensions make use of the rw_tableheaderstring function. Any of the following values can be retrieved: Window Available Values Bill To - Ship To Notes Ship Note 1 Ship Note 2 Ship Note 3 Ship Note 4 Ship Note 5 Fulfillment Options Ship Payment Type Carrier Account Allow Backorders Ship Complete Priority Cancel Date Do Not Ship Before Date Label Format Price Ticket Format Pack Slip Format The rw_tableheaderstring function uses the following five parameters: Parameter Value Integer Must be 2293 String Must be one of the available values as listed above String Must be the Sales Document Number (SOP Number) Integer Must be the Sales Document Type (SOP Type) Integer Must be WORK or HISTORY flag: 1 = WORK 2 = HISTORY WAREHOUSE MANAGEMENT INTEGRATION 65

72 CHAPTER 12 SALES REPORT WRITER EXTENSIONS 66 WAREHOUSE MANAGEMENT INTEGRATION

73 PART 3: PURCHASING

74 Part 3: Purchasing This part of the documentation explains purchasing-related features of Warehouse Management Integration. The following topics are discussed: Chapter 13, Purchasing setup, describes how to set up Warehouse Management Integration for purchasing. Chapter 14, Purchasing document release, describes how to release documents to the WMS. Chapter 17, Receiving and put away instructions, describes how to enter receiving instructions for purchase orders. Chapter 15, Purchasing document release synchronization utility, describes how to use the purchasing document release synchronization utility. 68 WAREHOUSE MANAGEMENT INTEGRATION

75 Chapter 13: Purchasing setup This portion of the documentation describes how to set up Warehouse Management Integration for purchasing. This information is divided into the following sections: Setting up purchasing options Setting up purchasing options Before using the purchasing functionality of Warehouse Management Integration, you will need to configure the program to meet the needs of your business. Use the following instructions to set up purchasing options for Warehouse Management Integration. To set up purchasing options: 1. Open the Warehouse Management Integration Setup window. (Microsoft Dynamics GP Menu >> Tools >> Setup >> Company >> WMI Setup) WAREHOUSE MANAGEMENT INTEGRATION 69

76 CHAPTER 13 PURCHASING SETUP 2. Choose the POP button. The Purchasing Options window will open. 3. Select a purchase order type from the PO Type list and select whether to manage the document. If you mark Managed, documents of the selected type will be available to be sent to the WMS. You will be able to release these documents to the warehouse manually or automatically. 4. If you mark Auto-Release Purchase Orders, purchase orders will automatically be released to the WMS when saved. Only managed documents can be automatically released. 5. Select your purchasing receipt preferences. Select whether to create one receipt per vendor or one receipt per PO. Select whether to create one receipt batch per day or one receipt batch per day per site. Select whether the receipt type will be a shipment or shipment/invoice. Enter a next receipt number. This number is used to create a purchasing receipt number in the Receivings Transaction Entry window for receiving transactions from the WMS. 6. Select whether to include/exclude site IDs from integration with the WMS. If you mark the WMS option for a site ID, PO line items with that site ID will be available for download to the WMS for receiving. If the site ID is unmarked, PO line items with that site ID will not be available for download to the WMS. 7. Select whether to enable auto posting of PO receipt batches that were created by Warehouse Management Integration. This feature only affects PO receipt batches created by Warehouse Management Integration; other PO receipt batches in the system will not be affected. 70 WAREHOUSE MANAGEMENT INTEGRATION

77 CHAPTER 13 PURCHASING SETUP If auto posting of PO receipt batches is enabled, the feature will be active when the Upload Processor is running. If the Upload Processor is not running, PO receipt batches will not be auto posted, regardless of whether the feature is enabled in the Warehouse Management Integration Setup window. For more information about the Upload Processor, refer to Activating the Upload Processor on page 15. PO receipt batches created by Warehouse Management Integration will be named according to the following convention: RBIRCTMMDDYY### (where ### indicates a three-digit sequence number) Specify your auto post thresholds. These options define how often the Upload Processor computer will post PO receipt batches. Transactions Enter the number of PO receipt transactions to accumulate into a batch prior to posting the documents. For example, if you enter 10, documents will be posted in batches of 10. If you want documents to be posted immediately instead of accumulating for batch posting, enter 1 in this field. Days, Hours, and Minutes Enter a time period for PO receipt transactions to accumulate into a batch prior to posting the documents. This option is useful for posting batches after a defined time period, such as a particular number of days, hours, and minutes. If you want documents to be posted at a specific time each day, enter a 0 in the Days field and mark the at option. Then enter a time in the field to the right of the Days field. When entering times, use 24 hour time. For example, 2300 would indicate 11:00 PM. Documents will be posted when either the transaction or the time-based threshold is met. 8. When you are finished entering the purchasing setup options, choose OK to save the information. Then choose Save in the Warehouse Management Integration Setup window. WAREHOUSE MANAGEMENT INTEGRATION 71

78 CHAPTER 13 PURCHASING SETUP 72 WAREHOUSE MANAGEMENT INTEGRATION

79 Chapter 14: Purchasing document release This portion of the documentation describes how to release documents to the WMS. This information is divided into the following sections: Release status Releasing purchasing documents to the WMS Viewing the release status of purchasing documents Release status As documents are transferred between the back-office and WMS, they will be validated and assigned a release status. This validation process ensures the integrity of the documents. A release status describes the document s relationship to the WMS. This status determines what types of actions you can perform on the document. The document s release status will be one of the following: Release Status Available Locked Confirmed Description The document has not been released to the WMS. You can release Available documents to the WMS. The document is currently in use by the WMS. You cannot access locked documents from the back-office. The document has been confirmed by the WMS. The WMS has finished processing the document. WAREHOUSE MANAGEMENT INTEGRATION 73

80 CHAPTER 14 PURCHASING DOCUMENT RELEASE Releasing purchasing documents to the WMS The release process transfers documents from the back-office to the WMS for processing. During the setup process, you specified what types of documents to manage. When you save documents of a managed order type, the order will become available to release to the WMS. To save time, you can set up the back-office to automatically release saved documents to the WMS. For more information, refer to Setting up inventory and general options on page 11. You can release a document to the WMS by using the Purchase Order Release Management window. To release purchasing documents to the WMS: 1. Open the Purchase Order Release Management window. (Transactions >> Purchasing >> Release Manager) Marked documents are currently released to the WMS. Unmarked documents are currently not released to the WMS. 2. Mark the documents to release to the WMS. 3. Choose Process. The documents you marked will be released to the WMS. 4. Close the Purchase Order Release Management window. 74 WAREHOUSE MANAGEMENT INTEGRATION

81 CHAPTER 14 PURCHASING DOCUMENT RELEASE Viewing the release status of purchasing documents You will use the Purchase Order Release Status Inquiry window to view the release status of purchasing documents. To view the release status of purchasing documents: 1. Open the Purchase Order Release Status Inquiry window. (Inquiry >> Purchasing >> Release Inquiry) 2. If necessary, select a sorting option and choose Redisplay. 3. Select a record and choose a link to open a window to view more detailed information (optional). The following table shows the link field and the window that the link opens: Link Field Purchase Order Number Window that opens Purchase Order Inquiry Zoom window 4. When you are finished viewing the information, choose Close. WAREHOUSE MANAGEMENT INTEGRATION 75

82 CHAPTER 14 PURCHASING DOCUMENT RELEASE 76 WAREHOUSE MANAGEMENT INTEGRATION

83 Chapter 15: Purchasing document release synchronization utility This portion of the documentation describes how to use the purchasing document release synchronization utility. This information is divided into the following sections: About the purchasing document release synchronization utility Applying document management settings to existing POP documents About the purchasing document release synchronization utility The purchasing document release synchronization utility allows you to apply your current Warehouse Management Integration document management options to existing purchasing documents. You will typically use this utility in the following situations: During the first client setup, you defined the document types that will be managed by Warehouse Management Integration. You can use the this utility to apply your document management settings to POP documents that existed prior to setting up Warehouse Management Integration. If you change the document management options in Warehouse Management Integration, you can use this utility to apply the new document management settings to POP documents that existed prior to modifying the setup options in Warehouse Management Integration. Applying document management settings to existing POP documents You will use the Purchase Order Release Synchronization window to apply document management settings to existing POP documents. To apply document management settings to existing POP documents: 1. Open the Purchase Order Release Synchronization window. (Microsoft Dynamics GP Menu >> Tools >> Utilities >> Purchasing >> Release Synchronization) 2. Select a range of documents. 3. If necessary, you can choose the print icon to print an edit list. 4. Choose Process. The document management settings will be applied to the selected range of existing documents. WAREHOUSE MANAGEMENT INTEGRATION 77

84 CHAPTER 15 PURCHASING DOCUMENT RELEASE SYNCHRONIZATION UTILITY 78 WAREHOUSE MANAGEMENT INTEGRATION

85 PART 4: INVENTORY

86 Part 4: Inventory This part of the documentation explains inventory-related features of Warehouse Management Integration. The following topics are discussed: Chapter 16, Additional inventory information, describes how to set up additional inventory information in Warehouse Management Integration. Chapter 17, Inventory utilities, describes how to use the item master synchronization utility. 80 WAREHOUSE MANAGEMENT INTEGRATION

87 Chapter 16: Additional inventory information This portion of the documentation describes how to set up additional inventory information in Warehouse Management Integration. This information is divided into the following sections: Entering additional inventory information Entering vendor item options WAREHOUSE MANAGEMENT INTEGRATION 81

88 CHAPTER 16 ADDITIONAL INVENTORY INFORMATION Entering additional inventory information You will use the Item Additional Information window to enter additional inventory information for items selected in the Item Maintenance window. To enter additional inventory information: 1. Open the Item Maintenance window. (Cards >> Inventory >> Item) 2. Enter or select an item number. 3. Choose Additional >> Item Additional Options. The Item Additional Options window will open. You can automatically open this window when you select an item in the Item Maintenance window. This setup option can save time if you need to set up additional inventory information for many items. For more information, refer to Setting up inventory and general options on page If necessary, enter bar code information. The type of bar code information you can choose depends on whether you selected UPC-A or EAN-13 during the setup process. For more information about the setup process, refer to Setting up inventory and general options on page 11. Enter the number system and product code for the selected item. If the Number System field is not editable, the field was locked during the setup process. Product code check digits are calculated automatically, and entries are validated to ensure the proper length. If you do not enter a product code, a blank bar code will be saved. The NS, Manufacturer Code, Product Code, and CD display code values for the current item and product code selection. 5. When you are finished setting up the additional information for the item, choose Save. Then close the Item Additional Information window and Item maintenance windows. 82 WAREHOUSE MANAGEMENT INTEGRATION

89 CHAPTER 16 ADDITIONAL INVENTORY INFORMATION If you will be entering additional information for other items, leave the Item Additional Information window open. When you select a different item in the Item Maintenance window, the corresponding item will be selected in the Item Additional Information window. Entering vendor item options During receiving, you can capture the country of origin of products that are being received. You will use the Item Vendor Options window to enter the country of origin and special instructions for vendor items. To enter vendor item options: 1. Open the Item Vendors Maintenance window. (Cards >> Inventory >> Vendors) 2. Enter or select an item number and vendor ID. 3. Choose Additional >> Item Vendor Options. The Item Vendor Options window will open. 4. Enter or select a country code to indicate the country of origin for the item. If you enter a new country code, the Country of Origin Maintenance window will open. You can use this window to set up country of origin codes and descriptions. 5. If necessary, enter the special instructions for purchase orders for this vendor item. There are seven 20-character fields available to store the special instructions. 6. When you are finished entering the information, choose OK. 7. Choose Save in the Item Vendors Maintenance window. WAREHOUSE MANAGEMENT INTEGRATION 83

90 CHAPTER 16 ADDITIONAL INVENTORY INFORMATION 84 WAREHOUSE MANAGEMENT INTEGRATION

91 Chapter 17: Inventory utilities This portion of the documentation describes how to use inventory utilities. This information is divided into the following sections: Item master synchronization utility Product code conversion utility Item master synchronization utility The item master synchronization utility allows you to copy back-office item master information to the WMS. You will typically use this utility in the following situations: During the first client setup, you will use this utility to download item master information for all items distributed through your WMS. After you add or update item information in the back-office, you will use this utility to synchronize your updates to the WMS. You will use the Item Master Synchronization window to download backoffice item master information to the WMS. You can download item master information for a range of items by item number or item class ID. To use the item master synchronization utility: 1. Open the Item Master Synchronization window. (Microsoft Dynamics GP Menu >> Tools >> Utilities >> Inventory >> WMI Utilities) 2. Select the inventory items to download. If you select Item Number, information for items within your selected Item Number range will be selected. If you select Item Class Code, information for items within your selected Item Class Code range will be selected. The Include U of M Schedule for Pack Size will automatically be marked. 3. Choose Process. Item master information for the selected items will be downloaded to the WMS. Downloading a large inventory may take several minutes. WAREHOUSE MANAGEMENT INTEGRATION 85

92 CHAPTER 17 INVENTORY UTILITIES Product code conversion utility The product code conversion utility allows you to convert UPC-A or EAN-13 product codes that are currently located in the Short Description field in the Item Maintenance window. These values are checked for validity and moved to the Product Code field in the Item Additional Maintenance window. The Short Description field is no longer used for product codes. Instead, the product code is now entered in the Product Code field in the Item Additional Information window. For more information about the Item Additional Information window, refer to Entering additional inventory information on page 82. Before running this utility, ensure that you have set up UPC-A or EAN-13 bar code preferences in the Warehouse Management Integration Setup window. For more information, refer to Setting up inventory and general options on page 11. To use the product code conversion utility: 1. Open the Product Code Conversion window. (Microsoft Dynamics GP Menu >> Tools >> Utilities >> Inventory >> Convert Product Code) 2. Select the product code configuration used in your system. Bar Code Symbology Select whether to use the UPC-A or EAN-13 bar code symbology. Default Number System Select a default numbering system value. This number will automatically be entered in the Number System field in the Item Additional Information window. For UPC-A bar codes, the default number system represents the first digit. For EAN-13 bar codes, the default number system represents the first two or three digits. 86 WAREHOUSE MANAGEMENT INTEGRATION

93 CHAPTER 17 INVENTORY UTILITIES Manufacturer Code Manufacturer codes are consistent across all products. If you enter a manufacturer code, it will be added by default to your bar code. Use care when entering this value, as changing manufacturing codes is not recommended without first removing the previous manufacturer code. A SQL query could also be used to make this change if necessary. For UPC-A bar codes, the manufacturer code will use five digits. For EAN-13 bar codes, the manufacturer code length can vary. 3. Choose Convert. The message, Running this utility more than once will overwrite previous product code data in its new location. will appear. To continue and use the utility, choose Continue. The utility will convert product codes. When it is finished, you will have the option to print a report of items that were not converted. Print this report to determine which items were not converted. Then you can manually correct any noted issues. WAREHOUSE MANAGEMENT INTEGRATION 87

94 CHAPTER 17 INVENTORY UTILITIES 88 WAREHOUSE MANAGEMENT INTEGRATION

95 PART 5: SYSTEM

96 Part 5: System This part of the documentation explains system-related features of Warehouse Management Integration. The following topics are discussed: Chapter 18, WMI event log, describes how to view and maintain the WMI event log. Chapter 19, Errors, describes errors that may occur when using Warehouse Management Integration. 90 WAREHOUSE MANAGEMENT INTEGRATION

97 Chapter 18: WMI event log This portion of the documentation describes how to use the WMI event log. This information is divided into the following sections: About the WMI event log Viewing the WMI event log Status indicators WMI event log error codes Maintaining the WMI event log About the WMI event log The WMI event log records information about the documents that are transferred between the back-office and WMS. You can set up the back-office to record transfer errors only. This method will ensure that the log file remains a small size. For information on setting up your log file preferences, refer to Setting up inventory and general options on page 11. Viewing the WMI event log You will use the WMI Event Log window to view information about downloaded and uploaded documents. WAREHOUSE MANAGEMENT INTEGRATION 91

98 CHAPTER 18 WMI EVENT LOG To view the WMI event log: 1. Open the WMI Event Log window. (Microsoft Dynamics GP Menu >> Tools >> Utilities >> System >> WMI Process Log) This window provides several filtering and sorting options, which are described in the following steps. After choosing a filtering or sorting option, choose Redisplay. If necessary, you can return the window to the default state by choosing Reset. 2. If necessary, filter the log items by status. The following options are available. All Select this option to display all transactions. Errors Only Select this option to display only transactions with errors. Completed Only Select this option to display only completed transactions. Equals Select this option to display only error status codes you specify. For more information about error status codes, see WMI event log error codes on page If necessary, filter the log items by direction. The following options are available. All Select this option to display upload and download transactions. Up Select this option to display only upload transactions. Down Select this option to display only download transactions. The direction is indicated by an up or down arrow in the direction field. 92 WAREHOUSE MANAGEMENT INTEGRATION

99 CHAPTER 18 WMI EVENT LOG Download refers to transactions sent from Microsoft Dynamics GP to the warehouse management system. Upload refers to transactions sent from the warehouse management system to Microsoft Dynamics GP. 4. If necessary, filter the log items by module. The following options are available. All Select this option to display transactions from sales, purchasing, and inventory. POP Select this option to display only purchasing transactions. SOP Select this option to display only sales transactions. INV Select this option to display only inventory transactions. 5. If necessary, filter the displayed transactions by date. 6. If necessary, sort the transactions using the Sort By and Order fields. 7. To update the WMI Event Log window in real-time based on Upload Processor activity, mark the Automatically Refresh option. 8. To view the document associated with a log item, select the line and zoom on the Document column heading. If the associated document has not been posted, it will be opened in the appropriate transaction window. If the associated document has been posted, it will be opened in the appropriate inquiry window. 9. To view additional details related to a log item, select the line and choose the expansion button to the left of the Date field. The Event Log Detail window will open. When you are finished viewing the information, choose OK in the Event Log Detail window. WAREHOUSE MANAGEMENT INTEGRATION 93

100 CHAPTER 18 WMI EVENT LOG 10. When you are finished viewing the information, choose OK in the WMI Event Log window Status indicators In the WMI Event Log window, the Status field will contain icons to visually indicate the current status of log items. The icons and associated status descriptions are detailed in the following table. Icon Description The green check mark indicates the document has been successfully processed. The yellow circle indicates there is an error related to the Upload Processor. The red X indicates the document has failed. The red check mark indicates the document was downloaded, but rejected by ILS. For information about the error code displayed with the status indicator, see WMI event log error codes on page 94. WMI event log error codes The following table lists the error codes that can be displayed in the WMI Event Log window. Error Error Text Module 0 Transaction Completed Successfully. (note, where applicable the specific ALL transaction will be named) 990 Unable to save auto posting batch to RBI_IV_Batch_Processor table. IV_UP 1500 The Upload Processor has been canceled. ALL 1501 The Upload Processor has been deleted. ALL 1502 The Upload Processor had an error. ALL 1503 The Upload Processor was shutdown. ALL 1504 The upload processor has been started. ALL 2000 General error code for all IV Download Errors returned by ILS. IV_DOWN 3000 Unable to locate configuration file. ALL 3001 Unable to get configuration settings from configuration table. ALL (Unhandled exception occurred) ALL An error occurred getting table RBI_POP_POLine_Ext. Table Operation Error: + err(table RBI_POP_POLine_Ext) POP_DOWN An error occurred saving Receipt ID to RBI_POP_POLine_Ext table. Table Operation Error: + err(table RBI_POP_POLine_Ext) An error occurred saving Shipment ID to RBI_SOP_LINE_WORK_Ext table. Table Operation Error: + err(table RBI_SOP_LINE_WORK_Ext) An error occurred saving Shipment ID to RBI_POP_POLine_Ext table. Table Operation Error: + str(err(table RBI_POP_POLine_Ext)); POP_DOWN SOP_DOWN SOP_DOWN Unable to determine XML File Type. ALL Invalid or empty Transaction Type in XML document. ALL The warehouse received a quantity not compatible with the Unit of Measure expected on the PO line. PO Line Number: +PO Line Number +. ; POP_UP Error reading table RBI_SOP_HDR_WORK_Ext. Table Operation Error: + str(err(table RBI_SOP_HDR_WORK_Ext)) SOP_DOWN 94 WAREHOUSE MANAGEMENT INTEGRATION

101 CHAPTER 18 WMI EVENT LOG Error reading table RBI_SOP_LINE_WORK_Ext. Table Operation Error: + str(err(table RBI_SOP_LINE_WORK_Ext)); SOP_DOWN Unable to validate path. The server may be down. ALL Unable to determine inventory Transaction Type. IV_UP Unhandled exception occurred while trying to determine inventory Transaction Type. Exception: + Exception_Message() IV_UP Transfers from within a Warehouse are ignored. Transaction Type returned + str(doctype); IV_UP Unable to determine inventory download error returned by ILS. IV_DOWN Unhandled exception occurred while trying to determine inventory IV_DOWN download error returned by ILS. Exception: + Exception_Message(); Unable to determine purchasing download error returned by ILS. POP_DOWN Unhandled exception occurred while trying to determine purchasing POP_DOWN download error returned by ILS. Exception: + Exception_Message(); Unable to determine sales download error returned by ILS. SOP_DOWN Unhandled exception occurred while trying to determine sales download SOP_DOWN error returned by ILS. Exception: + Exception_Message(); Item Number is empty. IV_UP Site is empty. IV_UP Quantity to process is 0 for Item '"+ Item + ' in Site '"+ Site + '. ; IV_UP Unique ID for the transaction is empty. IV_UP Site to transfer to is empty. IV_UP Invalid Item Number. IV_UP Invalid Site ID. IV_UP Error parsing XML Document while getting Receipt Line Elements. POP_UP Unhandled exception occurred while trying to determine Receipt Line Elements. Exception: +Exception_Message() POP_UP Error parsing XML Document while getting Receipt Line Detail Element. ; POP_UP Unhandled exception occurred while trying to determine Receipt Line POP_UP Detail Element. Exception: +Exception_Message() Error parsing XML Document while getting Receipt Line Detail SKU Element Unhandled exception occurred while trying to determine Receipt Line Detail SKU Element. Exception: +Exception_Message() Unhandled exception occurred while trying to create Receipts for PO Number: + PONumTemp +. Exception: +Exception_Message(); Unhandled exception occurred while trying to create an Inventory Transaction. Exception: +Exception_Message() "Customer: "+'Customer Number' of table SOP_HDR_WORK + " has a process hold and was not downloaded." All the line items for + 'SOP Number' of table SOP_HDR_WORK + contained only drop ship items or had item numbers that did not have an Item Master record Unhandled exception occurred while trying to fulfill quantity for SOP Number: + SOPNumTemp +". Exception: " +Exception_Message(); POP_UP POP_UP POP_UP IV_UP SOP_DOWN SOP_DOWN SOP_UP "Error parsing XML Document while getting Shipment Line Elements. "; SOP_UP "Unhandled exception occurred while trying to determine Shipment Line SOP_UP Elements. Exception: " +Exception_Message(); "Unable to obtain an exclusive lock on the table SOP_HDR_WORK. The document may be in use. Table error: " + str(tableerror) + ". " "The Document Number "+ SOPNum + " no longer exists. Table error: " + str(tableerror) + ". " SOP_UP SOP_UP WAREHOUSE MANAGEMENT INTEGRATION 95

102 CHAPTER 18 WMI EVENT LOG "The document line for Document Number "+ SOPNum + ", line number " + str(linenum) + " no longer exists. Table error: " + str(tableerror) + ". " "Unable to obtain a lock on the table SOP_LINE_WORK. The document may be in use. Table error: " + str(tableerror) + ". " "Invalid quantity packed for Item Number " + 'Item Number' of table SOP_LINE_WORK + " on line number " + str('line Item Sequence' of table SOP_LINE_WORK) + ". " "Unable to get table SOP_HDR_WORK. The document number " + SOPNum + " may not exist. " "Error saving table SOP_LINE_WORK. Error returned: " + str(err(table SOP_LINE_WORK)) + ". " Other error types are possible if an unhandled exception occurs or if Microsoft Dynamics GP returns an error. Maintaining the WMI event log SOP_UP SOP_UP SOP_UP SOP_UP SOP_UP "Error saving additional information to ILS_Shipment_LINE. " SOP_UP "Error saving SOP_HDR_WORK table. Table error: " + str(err(table SOP_UP SOP_HDR_WORK)) + ". " "Unhandled exception occurred while trying to get Inventory Element. Exception: "+ Exception_Message(); "Unhandled exception occurred while trying to get Transaction History Node List. Exception: "+ Exception_Message(); IV_UP IV_UP "Unable to get TransHistories Node. "; IV_UP "Unhandled exception occurred while trying to get TransHistories Node. IV_UP Exception: "+ Exception_Message(); "Unable to get inventory Inventories Node. "; IV_UP "Unhandled exception occurred while trying to get Inventories Node. IV_UP Exception: "+ Exception_Message(); "Unable to get Transaction History Node List."; IV_UP "Unable to determine QTY Type. " IV_UP "Status change document moved to pending for later processing. " IV_UP Use the WMI Event Log Maintenance window to clear items from the WMI event log. When you clear items from the WMI event log, the items are archived in history. 96 WAREHOUSE MANAGEMENT INTEGRATION

103 CHAPTER 18 WMI EVENT LOG To maintain the WMI event log: 1. Open the WMI Event Log window. (Microsoft Dynamics GP Menu >> Tools >> Utilities >> System >> WMI Process Log) 2. Choose the Log Maintenance button. The WMI Event Log Maintenance window will open. 3. If necessary, clear transactions based on status by marking the Status option and selecting a clearing method. Transaction was successful Select this option to clear all transactions with a success status. Transaction contained errors Select this option to clear all transactions that contained errors. WAREHOUSE MANAGEMENT INTEGRATION 97