What's new in version 20.202301.0.0

Logistics for Drink-IT  •  Release Note  •  12/4/2023  •  23 min

Features

PBI No. Description
233800 Mark a route planning no. as return completed, updating the logistic status
233673 Replan Undelivered Customer Shipments (LOG)
232607 LOG blanket order enhancement - logistic statuses
222912 Document printing from route planning worksheet - Load List
227663 Mark a route planning no as completed, updating the logistic status
231118 Route Planning request - info on address fields missing

Resolved issues

PBI No. Description
236453 Route should fill Location code in blanket order header
236757 Route fields not updated on Customer and Vendor Card when changed in the route that is connected to the customer or vendor
235954 Calculated fields in Route Planning Worksheet should be recalculated on release of the document
236004 Logistic fact box should be based on quantity instead of outstanding quantity
235429 License Plate information in Route planning should only show Place LP Nos, not the Take LP No. (after posting the warehouse pick/shipment)
233954 Customer Shipment Dates page should be editable and Recreate Entries (Create Shipment Dates) should delete all existing entries within the filter (LOG)
231754 Posted documents do not show in the route planning worksheet

PBI 233800 Mark a route planning no as Return completed, updating the logistic status

What

Mark a route planning no as Return completed, updating the logistic status.

Why

When products are sold in returnable packaging items (empty good) drivers will come back with collected empty goods that need to be registered to credit customers for deposit and receive the goods, so they are available in production.

It is required to indicate that all returns were registered on a route planning no.

How

  1. Choose the Search icon , enter Logistic Statuses and then choose the related link.
  2. Create a Status code for type = Sales order and Sales Return order, that reflects that returns were registered on the order/return order.
  3. Select the Action Code = Return Completed and complete the allowed next steps and allowed previous steps with other logistic statuses for these two document types.
  4. Choose the Search icon , enter Route Planning Worksheet and then choose the related link.
  5. Select a route planning line that was shipped.
  6. In the Route request Lines part, click on Return Entry and register the collected returned goods per order.
  7. When you completed that for all orders/return orders, check field Return Completed on the route planning line.
  8. The logistic status of the orders and return orders will be updated.

See also: Return Control for checking returned items in totals.

PBI 233673 - Replan Undelivered Customer Shipments (LOG)

What

Routes with a logistic status for canceled orders and for orders to be rescheduled.

Why

Orders can be rescheduled or canceled. Companies may setup routes for that, move orders to the route and have a clear overview on what orders. It is wanted that the logistic status is updated conform.

How

  1. Choose the Search icon , enter Logistic Statuses and then choose the related link.
  2. Create logistic statuses for cancel resp. reschedule/replan for sales orders and purchase orders.
  3. Leave the Action Code blank.
  4. Complete the Allowed next steps and Allowed previous steps.
  5. Choose the Search icon , enter Routes and then choose the related link.
  6. Create routes (per location) for canceled orders and for orders to be rescheduled and select the Sales Logistic Status you created for that.
  7. Select in a released or open sales order the route for cancel or replan, the logistic status will inherit the one from the route.
  8. Choose the Search icon , enter Route Planning Worksheet and and move an order there to the cancel or replan route. The same will happen.
  9. Create routes (per location) for canceled orders and for orders to be rescheduled and select the Purchase Logistic Status you created for that.
  10. Select in a released or open purchase order the route for cancel or replan, the logistic status will inherit the one from the route.
  11. Choose the Search icon , enter Route Planning Worksheet and move an order there to the cancel or replan route. The same will happen.

There is an integration with Advanced Warehouse Management, where the route will trigger actions for the license plates, assigned to an order and an internal movement. In that case fill in the route also fields

  • Reschedule Action, select the option Reschedule or Cancel.
  • Reschedule Bin Code: (it will register an internal movement from shipment bin to this bin)

PBI 232607 - LOG Blanket order enhancement - logistic statuses

What

Logistic Status for blanket orders.

Why

Just like orders, blanket orders also can have a status by which users can follow up.

How

  1. Choose the Search icon , enter Logistic Statuses and then choose the related link.
  2. Create statuses for Type = Sales blanket order. Make sure to create one blank status (Code is blank). Complete the allowed next steps and allowed previous steps.
  3. Create statuses for Type = Purchase blanket order. Make sure to create one blank status (Code is blank). Complete the allowed next steps and allowed previous steps.
  4. Create a new sales blanket order. View the Logistic status on FastTab Logistics.
  5. Click on Update to Next Logistic Status action to update the status to a next allowed status, and click on Update to Previous Logistic Status action to update the status to a previous allowed status. You can enable the logistic status field in the sales blanket order list page.
  6. Create a new purchase blanket order. View the Logistic status on FastTab Logistics.
  7. Click on Update to Next Logistic Status action to update the status to a next allowed status, and click on Update to Previous Logistic Status action to update the status to a previous allowed status. You can enable the logistic status field in the purchase blanket order list page.

PBI 222912 - Document printing from Route planning worksheet - Load List

What

Load list report in Route Planning Worksheet.

Why

When drivers go out, they are required by authorities to have a load list with them showing the total content in their vehicle, per item.

How

  1. Choose the Search icon , enter Logistic Setup and then choose the related link.
  2. On General fastTab, select the report ID in field Report ID Load List.
  3. Open the route Planning Worksheet and select a route planning line with sales orders assigned. Click on Print Load List action.

PBI 227663 - Mark a route planning no as completed, updating the logistic status

What

Mark a route planning no Completed, updating the logistic status.

Why

It is required to indicate that all shipments and returns were registered and posted on a route planning no., so sales invoices can be created and posted for the orders.

How

  1. Choose the Search icon , enter Logistic Statuses and then choose the related link.
  2. Create a Status code for type = Sales order and Sales Return order, that reflects that the route is completed.
  3. Select the Action Code = Route Completed and complete the allowed next steps and allowed previous steps with other logistic statuses for these two document types.
  4. Choose the Search icon , enter Route Planning Worksheet and then choose the related link.
  5. Select a Route planning line that was completely shipped (and return received) and check field Completed. The Logistic status of the orders and return orders will be updated. Would an order still have a line with an outstanding quantity, a warning is shown in the message column.

PBI 231118 - Route Planning request - info on address fields missing

What

Ship/Receipt-to address fields in Route planning worksheet.

Why

The route request lines showed information on the Ship/Receipt-to Name and -City. Route planners need all address information.

How

  1. Choose the Search icon , enter Sales orders and then choose the related link.
  2. Create a new order, select route and shipment date and release the order.
  3. Choose the Search icon , enter Route Planning Worksheet and then choose the related link.
  4. Set a filter on the shipment date and find your order.
  5. Personalize the Route Request Lines: enable the additional fields: Ship/receipt-to Name2, -Address, -Address2, -Post Code and -Country-Region Code.
  6. Choose the Search icon , enter Purchase orders and then choose the related link.
  7. Create a new order, select route and expected receipt date and release the order.
  8. Choose the Search icon , enter Route Planning Worksheet and then choose the related link.
  9. Set a filter on the shipment date and find your order. View all name and address fields.

PBI 236453 - Route should fill Location code in blanket order header

What

Changing the route in a blanket order did not update the location. That has been resolved.

PBI 236757 - Route fields not updated on Customer and Vendor Card when changed in the Route that is connected to the Customer or Vendor

What

When changing the shipping location, receipt location, shipping agent, -service code or shipment method for a route, it did not update customers, vendors and address codes with that default route. Same for the Transfer routes (shipping agent/service only). That has been resolved. The master data cards will now contain the updated values (uneditable).

PBI 235954 - Calculated fields in Route Planning Worksheet should be recalculated on release of the document

What

When an order was reopened and quantities changed, The logistic fact box and the route planning request line was not updated when releasing again. That has been resolved.

PBI 236004 - Logistic fact box should be based on quantity instead of outstanding quantity

What

Volume, Weight and pallet information in orders and return orders would show based on outstanding quantities. That has been corrected to quantities. Now the logistic fact box in the orders and the route planning worksheet will show the total numbers, whether shipped or not.

PBI 235429 - License Plate information in Route planning should only show Place LP Nos, not the Take LP No. (after posting the warehouse pick/shipment)

What

License Plate information in Route planning should only show Place LP Nos, not the Take LP No. (after posting the warehouse pick/shipment).

Why

When a destination license plate number for a mixed pallet (by NORRIQ Advanced Online Warehouse Management) was assigned to a warehouse shipment, the Route Planning Worksheet (No. of Pallets field) also showed the license plate of the pallet where the goods were taken from. This is now not the case anymore, since this info is irrelevant.

PBI 233954 - Customer Shipment Dates page should be editable and Recreate Entries (Create Shipment Dates) should delete all existing entries within the filter (LOG)

What

When running the Create Shipment Dates function with option Recreate Entries checked, it should delete existing Customer Shipment Dates lines (within the filters set). In addition, it was not possible to add, modify or delete entries manually. Both have been resolved.

PBI 231754 - Posted Documents do not show in the route planning worksheet

What

The Find Entries action did not show posted sales invoices and -credit memo's that were linked to a route planning no. (invoices and credit memo's posted from the order/return order contain the route planning no.). That has been resolved.