What's new in version 20.202303.0.0

Features

Resolved issues

PBI 237405 Payment journals filtered by customer

What

When I open one of the payment journals from the route planning request, I only want to see the lines added from the customer linked to the route planning request I pushed the action (create Cash Payment journal, Card payment journal or Other payment Journal). When the journals are opened from the route planning, all created lines should be visible, no filtering on customer no. should be in place only the filtering on route planning no.

Why

As a A/R employee I want to have as quick as possible the overview on the payments received on an order from the route planning worksheet.

PBI 220816 - Automatic shipment date based on cut-off no. of days (LOG)

What

Automatic shipment date based on source routes and cut-off time.

Why

Companies require that orders are created and released with a proper shipment date, in line with

• (limited) source routes (eg customer only gets delivered on tuesdays)
• a cut-off time for the route (orders created/released too late should get the next valid shipment date)

How

Setup Routes

1. Choose the Search icon , enter Routes and then choose the related link.
2. Fill fields Cut-off no. of days and Cut-off Time in case this should steer the shipment date in an order.

Setup Customers

1. Choose the Search icon , enter Customers and then choose the related link.
2. Select a Customer and open the card page.
3. Select the Default Route field on fastTab Logistics, Drill down on the Assist-Edit button of this field to open the Source Routes for the customer.

A record was automatically created for the default route.

• The field Shipment Day may have been filled when set on the route, else select a day in the week if the customer may only be delivered on that day.
• Multiple lines can be created for the same route with another shipment day (eg. customer gets delivered on Tuesdays and Fridays).
• Leave the shipment day blank when the customer can get delivered every day in the week on a route.
• The field Cut-off No. of Days is filled from the route when set, else you can fill it yourself (eg. for export customers where the shipment date should be 15 days after order date, set it to 15D).

Logistics Setup

1. Choose the Search icon , enter Logistics Setup and then choose the related link.
2. Fill a dateformula in field Shipment Dates Calculation. The function on the Customer Shipment Dates, Create Shipment Dates will calculate shipment dates from the workdate until this end date.

Create Shipment Dates

1. Choose the Search icon , enter Customer Shipment Dates and then choose the related link.
2. Click on action Create Shipment Dates (this action may have been triggered automatically when you closed the source routes page). Starting and Ending date are defaulted.
3. Click OK.

Process

1. Choose the Search icon , enter Sales Order and then choose the related link.
2. Create a new Sales order, select a customer. Field Route is filled by default from the customer and field Shipment date is filled with the first allowed (before cut-off) date.
3. Drill down on the Assist-Edit button of the Shipment Date field to select a next for the customer possible shipment date from the customer shipment dates.
4. Or use functions Next Shipment Date and Previous Shipment Date from the action Functions > Logistics to scroll through the allowed shipment dates.
5. Still the user can select a shipment date manually. In case that has a conflict, the cut-off warning will enable you to select the next (allowed) shipment date as well.

PBI 230133 Comments On Route Planning (04)

What

Add in the factbox pane on the Route planning Worksheet the features attachments and notes.

Why

As a logistic manager I want to be able to attach document to the Route planning No. and want to be able to have an overview of these documents per Route.

PBI 236646 Route Planning worksheet - for single order route, function to create warehouse shipment/receipt must copy value for “Shipping Agent” a.o. from the source document

What

UI of the logistics fields in the Order documents which helps to understand the differences as a user between a multi order route enabled or disable on the route.

Why As a Sales employee I want to be guided by the system which fields I can influence for the logistic process depending on multi order route enabled or disabled.

1. Choose the Search icon , enter Route and then choose the related link.
2. Select a route and focus on field Multi Order Route

• Multi Order Route = Enabled
  • Logistic fields are non-editable in the order document. The fields are Shipment Method Code, Shipping Agent, Shipping Service, Driver, Vehicle, Co-driver and Trailer
  • Creating the warehouse document will inherit the fields from the route planning worksheet and are non-editable.
• Multi Order Route = Disabled
  • Logistic fields are editable in the order document. The fields are Shipment Method Code, Shipping Agent, Shipping Service, Driver, Vehicle, Co-driver and Trailer.
  • Creating the warehouse document will inherit the fields from the route planning worksheet an are editable.

PBI 237006 Logistics Status : Loading in Progress by field on Route planning worksheet

What

Mark a route planning no as Loading (in progress), updating the logistic status.

Why

When trucks have arrived and loading started, it should be possible to indicate and see that in the route planning worksheet.

1. Choose the Search icon , enter Route Planning Worksheet and then choose the related link.
2. Select the routeplanning No. for which the truck has arrived.
3. Enable the field Loading on the Route planning line.
4. If the logistics statuses were defined the status of the related order(s) in the Route planning Request are updated accordinly the setup in the Logistics Statuses

• Choose search icon, and search for Logistics Statuses
• Select the code that corresponds to the status you want to adapt in the logistical status of the orders
• Select on this status the action code Loading in progress, if the status on the order should be updated automatically when the field Loading is enabled in the Route Planning Worksheet.

PBI 239809 Warehouse Shipment Book

What

An overview of the warehouse shipment lines so the warehouse manager can have the overview on the shipment lines which still needs to be handled for a shipment date or Route.

Why

As a warehouse manager I want an overview of all warehouse shipment lines created so I can follow the status on picks created, picks registered and shipments posted.

How

1. Choose the Search icon , enter Warehouse Shipment Book and then choose the related link.
2. Use the Advanced Filters to become a quick overview of the status of the warehouse shipments.

PBI 239746 Logistic Status : loaded with the automatic function can only be when all pallets have the status loaded

What

If a truck is loaded you can execute a function to set the status of the license plates to ‘Loaded’ which also triggers the logistic status of the Sales order to ‘Loaded’. This can be executed manually or by scanning device.
From the moment one pallet is scanned or if the action is executed is the status not yet updated to ‘Loaded’, the action of the logistic status is only excecuted when all pallets for that order or for that route have been set to status ‘Loaded’.

Why

As a logistic manager I want to follow the status of the sales orders in the route planning worksheet.

PBI 242487 Route planning warning : add ‘waiting for approval’ in the error message

What

Open error already appears in the route planning worksheet but if the order is in waiting for approval it gives me as a logistic employee not the full information.

Why

As a logistic employee I want to get a message in the route planning worksheet if an order is open or waiting for approval.

*When an order is in waiting for approval after the order was reopened, changed and send for approval (If applicable by the workflow setup), the error in the Route planning worksheet will contain the status is waiting for approval, if the order has the status open the error remains status is open.

• Move an order with an error or warning to another Route Planning No. the error or warning will be moved at the same time.
• By checking the field Complete on the Route planning worksheet, a warning will appear if there are still unfinished lines in the order(s). The complete field stays enabled, by unclicking the field Complete the warning disappears, the warning will remain to appear as long there are unfinished work for the order(s) and enabling the Complete field.

PBI 239750 - Logistic status : Allow by the logistic status to add outbound item lines to orders

What

If an order is e.g. in warehouse shipment, pick, loaded or to be invoiced, I don’t want that employees can change orders. By setup, in the logistical statuses, I want to be able to block changes on a sales order for an item line when this is not longer allowed in the process.

Why

As a warehouse manager, I want to control the order administration if the sales orders can be updated depending on the logistic status.

How

1. Choose the Search icon , enter Logistics Statuses and then choose the related link.
2. Select the code that corresponds to the status you want to update in the logistical status of the order.
3. Enable on this status the field Blocked Item Sales Line. As this is enabled it is no longer possible to add item lines on a sales order which has this logistical status.

PBI 241043 - Sales comment error message on sales order when linked warehouse shipment is posted

What

Sales comment error message on sales order when there is a linked warehouse shipment or the shipment is posted.

Why

When you, as a Sales Manager, want to add a comment on a Sales Order that is already shipped, or where the warehouse shipment is created, you get an error message. Only in case the comment is different from Show & Notify and when there are no other comments. This issue is fixed.

PBI 239728 - Route Planning Worksheet - When an order is moved to another route the warehouse request is not updated well (multiple-single order route)

What

When an order was moved from a multiple order route to a single order route, the warehouse shipment created for that order would show as multiple order route, meaning fields for drivers, trucks and shipping agent would show uneditable. That has been resolved.