Warehouse Management Integration - Blue Moon Industries · Part 1: Installation & Setup ......

Blue Moon IndustriesWarehouse Management Integration

for Microsoft Dynamics GPManhattan Associates' ILS.Net

Release 10.0

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, e-mail addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, e-mail 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 401.276.9000.

Publication date April 15, 2008

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ContentsIntroduction .......................................................................................................................................................... 1

What’s in this manual ........................................................................................................................................... 1

Prerequisites.......................................................................................................................................................... 1

Symbols and conventions ..................................................................................................................................... 1

Part 1: Installation & Setup ........................................................................................................................4

Chapter 1: Installation .................................................................................................................................... 5About 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 ................................................................................................................... 11Setting up inventory and general options .......................................................................................................... 11

Setting up module-specific options.................................................................................................................... 15

Activating the Upload Processor ........................................................................................................................ 15

Using synchronization utilities........................................................................................................................... 16

Ensuring Microsoft Dynamics GP posting setup compatibility........................................................................ 17

Part 2: Sales........................................................................................................................................................... 20

Chapter 3: Sales setup .................................................................................................................................. 21Setting up sales options ...................................................................................................................................... 21

Chapter 4: Sales document release ....................................................................................................... 25Release status ...................................................................................................................................................... 25

Releasing sales documents to the WMS ............................................................................................................. 26

Viewing the release status of sales documents ................................................................................................... 27

Fulfillment indicators ......................................................................................................................................... 28

Hold indicators ................................................................................................................................................... 28

Chapter 5: Fulfillment options................................................................................................................. 29Entering fulfillment options ............................................................................................................................... 29

Setting up default fulfillment options for customers ......................................................................................... 29

Setting up default fulfillment options for customer addresses .......................................................................... 30

Entering fulfillment options for orders .............................................................................................................. 32

Viewing fulfillment options for orders ............................................................................................................... 33

Chapter 6: Fulfillment instructions ....................................................................................................... 35About fulfillment instructions............................................................................................................................ 35

Setting up default fulfillment instructions for customers .................................................................................. 35

Entering fulfillment instructions for orders ....................................................................................................... 37

Viewing fulfillment instructions for orders........................................................................................................ 38

Chapter 7: Store names ............................................................................................................................... 41

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About store names .............................................................................................................................................. 41

Setting up store names ........................................................................................................................................ 41

Assigning store numbers to items on sales documents ...................................................................................... 42

Viewing store numbers ....................................................................................................................................... 44

Chapter 8: Bill To - Ship To Notes.......................................................................................................... 47About Bill To - Ship To Notes.............................................................................................................................. 47

Setting up default Bill To - Ship To Notes for customer addresses ..................................................................... 47

Entering Bill To - Ship To Notes for orders......................................................................................................... 48

Viewing Bill To - Ship To Notes for orders ......................................................................................................... 50

Chapter 9: Picking information ............................................................................................................... 53About picking information................................................................................................................................. 53

Entering default picking information for items for specific customers ............................................................. 53

Entering picking instructions for a line item during order entry ...................................................................... 53

Viewing picking instructions for line items........................................................................................................ 55

Chapter 10: Shipment tracking................................................................................................................ 59Viewing track & trace information for items and shipments............................................................................. 59

Viewing tracking information for a shipment.................................................................................................... 60

Tracking shipments related to a PRO number.................................................................................................... 61

Chapter 11: Sales document release synchronization utility ................................................. 63About the sales document release synchronization utility................................................................................. 63

Applying document management settings to existing SOP documents............................................................ 63

Chapter 12: Sales Report Writer extensions .................................................................................... 65About the Report Writer extensions ................................................................................................................... 65

Using the Report Writer extensions.................................................................................................................... 65

Part 3: Purchasing ........................................................................................................................................... 68

Chapter 13: Purchasing setup................................................................................................................... 69Setting up purchasing options ............................................................................................................................ 69

Chapter 14: Purchasing document release ....................................................................................... 73Release status....................................................................................................................................................... 73

Releasing purchasing documents to the WMS................................................................................................... 74

Viewing the release status of purchasing documents ......................................................................................... 75

Chapter 15: Purchasing document release synchronization utility .................................... 77About the purchasing document release synchronization utility ...................................................................... 77

Applying document management settings to existing POP documents............................................................ 77

Part 4: Inventory ............................................................................................................................................... 80

Chapter 16: Additional inventory information ............................................................................... 81Entering additional inventory information ........................................................................................................ 82

Entering vendor item options ............................................................................................................................. 83

Chapter 17: Inventory utilities ................................................................................................................. 85

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Item master synchronization utility ................................................................................................................... 85

Product code conversion utility ......................................................................................................................... 86

Part 5: System ..................................................................................................................................................... 90

Chapter 18: WMI event log....................................................................................................................... 91About the WMI event log ................................................................................................................................... 91

Viewing the WMI event log................................................................................................................................ 91

Status indicators.................................................................................................................................................. 94

WMI event log error codes................................................................................................................................. 94

Maintaining the WMI event log ......................................................................................................................... 96

Chapter 19: Errors .......................................................................................................................................... 99General error codes ............................................................................................................................................ 99

POP errors ........................................................................................................................................................ 100

Inventory errors ................................................................................................................................................ 101

Appendix A: Data tables ...........................................................................................................................105

Documentation Comment Form...........................................................................................................107

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W A R E H O U S E M A N A G E M E N T I N T E G R A T I O N 1

IntroductionWelcome 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.

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.

File >> Print 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.

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Part 1: Installation & SetupThis 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.


Chapter 1: InstallationThis 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.

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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 10.0. 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 taskA 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.



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.



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.



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 22.

5. 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 2293.

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.



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.


Chapter 2: Back-Office setupThis portion of the documentation describes how to set up Warehouse Management Integration.


• 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.

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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 15.



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 e-mail, enter an e-mail address in the exception e-mail address field. This feature requires that you have a standard MAPI e-mail 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.



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.



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



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.


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 utilityIf 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.



Refer to Chapter 17, “Inventory utilities,” for detailed instructions about downloading back-office item master information to the WMS.

Sales document release synchronization utilityIf 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 utilityIf 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)



2. For each of the following series/origin combinations, ensure “Send To” option is compatible. If it is not compatible, change the 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.

Series Origin

Inventory Transaction EntryTransfer Entry

Financial General Entry

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T 2: SALES


Part 2: SalesThis part of the documentation explains sales-related features of Warehouse Management Integration.


• 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.


Chapter 3: Sales setupThis portion of the documentation describes how to set up Warehouse Management Integration for sales.


• 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.


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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.



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.




Chapter 4: Sales document releaseThis portion of the documentation describes how to release documents to the WMS.


• 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 Description

Available The document has not been released to the WMS.You can release Available documents to the WMS.

Locked The document is currently in use by the WMS. You cannot access locked documents from the back-office.

Confirmed The document has been confirmed by the WMS. The WMS has finished processing the document.

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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.



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.


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:

5. When you are finished viewing the information, choose Close.

Link Field Window that opens

Sales Order Number Sales Transaction Inquiry Zoom window



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.

Hold indicators

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 document has unfulfilled quantities remaining. These documents can be marked for release to the WMS and processed.

Indicates the document is 100% fulfilled. These documents cannot be marked for release to the WMS

Icon Description

Indicates the SOP document is on hold.

Indicates a SOP document for a customer on hold.


Chapter 5: Fulfillment optionsThis portion of the documentation describes how to enter fulfillment options for sales orders.


• 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.

C H A P T E R 5 F U L F I L L M E N T O P T I O N S


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.



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.


7. Close the Customer Address Maintenance window.



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.



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.


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)



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.


Chapter 6: Fulfillment instructionsThis portion of the documentation describes how to enter fulfillment instructions for sales orders.


• 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.

C H A P T E R 6 F U L F I L L M E N T I N S T R U C T I O N S


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.



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.


2. Begin processing the transaction, but do not save the sales order.



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.



To view fulfillment instructions for orders:1. Open the Sales Transaction Inquiry Zoom window.


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.




Chapter 7: Store namesThis portion of the documentation describes how to enter sore names for sales documents.


• 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.



C H A P T E R 7 S T O R E N A M E S



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.



To assign store numbers to items on sales documents1. Open the Sales Transaction Entry window.



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.



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.



To view store numbers:1. Open the Sales Transaction Inquiry Zoom window.


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.



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.


Chapter 8: Bill To - Ship To NotesThis portion of the documentation describes how to enter 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

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.




C H A P T E R 8 B I L L T O - S H I P T O N O T E S


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.



To enter Bill To - Ship To Notes for orders:1. Open the Sales Transaction Entry window.



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.



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.




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.




Chapter 9: Picking informationThis portion of the documentation describes how to enter 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

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.

C H A P T E R 9 P I C K I N G I N F O R M A T I O N


To enter picking instructions for a line item during order entry:1. Open the Sales Transaction Entry window.



3. Select a line item. Then choose the expansion button for the line item. The Sales Item Detail Entry window will open.



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.



To view picking instructions for line items:1. Open the Sales Transaction Inquiry Zoom window.


2. Select a line item. Then choose the expansion button for the line item. The Sales Item Detail Inquiry Zoom window will open.



3. Choose Additional >> Picking Instructions. The Picking Instructions window will open.

4. When you are finished viewing the information, choose OK.




Chapter 10: Shipment trackingThis portion of the documentation describes how to track shipments.


• 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.

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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.



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.



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.


Chapter 11: Sales document release synchronization utilityThis portion of the documentation describes how to use the sales document release synchronization utility.


• 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.

C H A P T E R 1 1 S A L E S D O C U M E N T R E L E A S E S Y N C H R O N I Z A T I O N U T I L I T Y



Chapter 12: Sales Report Writer extensionsThis portion of the documentation describes how to set up Warehouse Management Integration Sales extensions for Report Writer.


• 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:

The rw_TableHeaderString function uses the following five parameters:

Window Available Values

Bill To - Ship To Notes Ship Note 1Ship Note 2Ship Note 3Ship Note 4Ship Note 5

Fulfillment Options Ship Payment TypeCarrier AccountAllow BackordersShip CompletePriorityCancel DateDo Not Ship Before DateLabel FormatPrice Ticket FormatPack Slip Format

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

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PAR

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CH

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Part 3: PurchasingThis part of the documentation explains purchasing-related features of Warehouse Management Integration.


• 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.


Chapter 13: Purchasing setupThis portion of the documentation describes how to set up Warehouse Management Integration for purchasing.


• 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.


C H A P T E R 1 3 P U R C H A S I N G S E T U P


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.



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.




Chapter 14: Purchasing document releaseThis portion of the documentation describes how to release documents to the WMS.


• 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 Description

Available The document has not been released to the WMS.You can release Available documents to the WMS.

Locked The document is currently in use by the WMS. You cannot access locked documents from the back-office.

Confirmed The document has been confirmed by the WMS. The WMS has finished processing the document.

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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.



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)


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:

4. When you are finished viewing the information, choose Close.

Link Field Window that opens

Purchase Order Number Purchase Order Inquiry Zoom window




Chapter 15: Purchasing document release synchronization utilityThis portion of the documentation describes how to use the purchasing document release synchronization utility.


• 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.

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PAR

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Part 4: InventoryThis part of the documentation explains inventory-related features of Warehouse Management Integration.


• 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.


Chapter 16: Additional inventory informationThis portion of the documentation describes how to set up additional inventory information in Warehouse Management Integration.


• Entering additional inventory information• Entering vendor item options

C H A P T E R 1 6 A D D I T I O N A L I N V E N T O R Y I N F O R M A T I O N


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 11.

4. 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.



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.




Chapter 17: Inventory utilitiesThis portion of the documentation describes how to use inventory utilities.


• 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.

C H A P T E R 1 7 I N V E N T O R Y U T I L I T I E S


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.



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.



PAR

T 5: SYSTEM


Part 5: SystemThis part of the documentation explains system-related features of Warehouse Management Integration.


• 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.


Chapter 18: WMI event logThis portion of the documentation describes how to use the 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

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.

C H A P T E R 1 8 W M I E V E N T L O G


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 94.

3. 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.



• 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.



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.

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.

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.

Error Error Text Module

0 “Transaction Completed Successfully.” (note, where applicable the specific transaction will be named)

ALL

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

30000 (Unhandled exception occurred) ALL

30100 “An error occurred getting table RBI_POP_POLine_Ext. Table Operation Error: “ + err(table RBI_POP_POLine_Ext)

POP_DOWN

30101 “An error occurred saving Receipt ID to RBI_POP_POLine_Ext table. Table Operation Error: “ + err(table RBI_POP_POLine_Ext)

POP_DOWN

30150 “An error occurred saving Shipment ID to RBI_SOP_LINE_WORK_Ext table. Table Operation Error: “ + err(table RBI_SOP_LINE_WORK_Ext)

SOP_DOWN

30151 “An error occurred saving Shipment ID to RBI_POP_POLine_Ext table. Table Operation Error: “ + str(err(table RBI_POP_POLine_Ext));

SOP_DOWN

30200 “Unable to determine XML File Type.” ALL

30501 “Invalid or empty Transaction Type in XML document.” ALL

30600 “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

30650 Error reading table RBI_SOP_HDR_WORK_Ext. Table Operation Error: + str(err(table RBI_SOP_HDR_WORK_Ext))

SOP_DOWN



30651 “Error reading table RBI_SOP_LINE_WORK_Ext. Table Operation Error: “ + str(err(table RBI_SOP_LINE_WORK_Ext));

SOP_DOWN

31000 “Unable to validate path. The server may be down.” ALL

31001 “Unable to determine inventory Transaction Type.” IV_UP

31002 “Unhandled exception occurred while trying to determine inventory Transaction Type. Exception: “+ Exception_Message()

IV_UP

31003 “Transfers from within a Warehouse are ignored. Transaction Type returned “+ str(DocType);

IV_UP

31004 “Unable to determine inventory download error returned by ILS.” IV_DOWN

31005 “Unhandled exception occurred while trying to determine inventory download error returned by ILS. Exception: “+ Exception_Message();

IV_DOWN

31006 “Unable to determine purchasing download error returned by ILS.” POP_DOWN

31007 “Unhandled exception occurred while trying to determine purchasing download error returned by ILS. Exception: “+ Exception_Message();

POP_DOWN

31008 “Unable to determine sales download error returned by ILS.” SOP_DOWN

31009 “Unhandled exception occurred while trying to determine sales download error returned by ILS. Exception: “+ Exception_Message();

SOP_DOWN

31010 “Item Number is empty.” IV_UP

31011 “Site is empty.” IV_UP

31012 “Quantity to process is 0 for Item '"+ Item + “' in Site '"+ Site + “'. “; IV_UP

31013 “Unique ID for the transaction is empty.” IV_UP

31014 “Site to transfer to is empty.” IV_UP

31050 “Invalid Item Number.” IV_UP

31051 “Invalid Site ID.” IV_UP

31100 “Error parsing XML Document while getting Receipt Line Elements. “ POP_UP

31101 “Unhandled exception occurred while trying to determine Receipt Line Elements. Exception: “+Exception_Message()

POP_UP

31102 “Error parsing XML Document while getting Receipt Line Detail Element. “; POP_UP

31103 “Unhandled exception occurred while trying to determine Receipt Line Detail Element. Exception: “+Exception_Message()

POP_UP

31104 “Error parsing XML Document while getting Receipt Line Detail SKU Element. “

POP_UP

31105 “Unhandled exception occurred while trying to determine Receipt Line Detail SKU Element. Exception: “+Exception_Message()

POP_UP

31110 “Unhandled exception occurred while trying to create Receipts for PO Number: “+ PONumTemp +”. Exception: “+Exception_Message();

POP_UP

31120 “Unhandled exception occurred while trying to create an Inventory Transaction. Exception: “+Exception_Message()

IV_UP

31130 "Customer: "+'Customer Number' of table SOP_HDR_WORK + " has a process hold and was not downloaded."

SOP_DOWN

31131 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.”

SOP_DOWN

31200 “Unhandled exception occurred while trying to fulfill quantity for SOP Number: “+ SOPNumTemp +". Exception: " +Exception_Message();

SOP_UP

31201 "Error parsing XML Document while getting Shipment Line Elements. "; SOP_UP

31202 "Unhandled exception occurred while trying to determine Shipment Line Elements. Exception: " +Exception_Message();

SOP_UP

31205 "Unable to obtain an exclusive lock on the table SOP_HDR_WORK. The document may be in use. Table error: " + str(TableError) + ". "

SOP_UP

31206 "The Document Number "+ SOPNum + " no longer exists. Table error: " + str(TableError) + ". "

SOP_UP



Other error types are possible if an unhandled exception occurs or if Microsoft Dynamics GP returns an error.

Maintaining the WMI event log

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.

31207 "The document line for Document Number "+ SOPNum + ", line number " + str(LineNum) + " no longer exists. Table error: " + str(TableError) + ". "

SOP_UP

31208 "Unable to obtain a lock on the table SOP_LINE_WORK. The document may be in use. Table error: " + str(TableError) + ". "

SOP_UP

31209 "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) + ". "

SOP_UP

31210 "Unable to get table SOP_HDR_WORK. The document number " + SOPNum + " may not exist. "

SOP_UP

31211 "Error saving table SOP_LINE_WORK. Error returned: " + str(err(table SOP_LINE_WORK)) + ". "

SOP_UP

31213 "Error saving additional information to ILS_Shipment_LINE. " SOP_UP

31214 "Error saving SOP_HDR_WORK table. Table error: " + str(err(table SOP_HDR_WORK)) + ". "

SOP_UP

31215 "Unhandled exception occurred while trying to get Inventory Element. Exception: "+ Exception_Message();

IV_UP

31216 "Unhandled exception occurred while trying to get Transaction History Node List. Exception: "+ Exception_Message();

IV_UP

31217 "Unable to get TransHistories Node. "; IV_UP

31218 "Unhandled exception occurred while trying to get TransHistories Node. Exception: "+ Exception_Message();

IV_UP

31219 "Unable to get inventory Inventories Node. "; IV_UP

31220 "Unhandled exception occurred while trying to get Inventories Node. Exception: "+ Exception_Message();

IV_UP

31221 "Unable to get Transaction History Node List."; IV_UP

31222 "Unable to determine QTY Type. " IV_UP

31500 "Status change document moved to pending for later processing. " IV_UP



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.



• Status equals Select this option to clear only error status codes you specify. For more information about error status codes, see WMI event log error codes on page 94.

Choose Process to clear the specified entries.

4. If necessary, clear transactions based on direction by marking the Direction option and selecting a clearing method.

• Downloaded transactions Select this option to clear all transactions downloaded to the WMS.

• Uploaded transactions Select this option to clear all transactions uploaded from the WMS.


5. If necessary, clear transactions based on module by marking the Process option and selecting a clearing method.

• IV Select this option to clear all inventory-related transactions.

• POP Select this option to clear all purchasing-related transactions.

• SOP Select this option to clear all sales-related transactions.


6. If necessary, clear transactions based on date by marking the Date option and selecting a clearing method.

• Did not occur today Select this option to clear all transactions except for transactions that occurred on the current day.

• Occurred before Select this option to clear all transactions that occurred before a specified date.

• Occurred more than 1, 2, 3, or 4 weeks ago Select one of these options to clear all transactions that occurred more than 1, 2, 3, or 4 weeks ago respectively.


7. If necessary, clear all transactions by marking the All Entire option. Choose Process to clear all entries.

8. When you are finished maintaining the log, choose OK.


Chapter 19: ErrorsThis portion of the documentation describes errors that may occur when using Warehouse Management Integration.


• General error codes• POP errors• Inventory errors

General error codes

The following table describes the errors associated with specific error codes in Warehouse Management Integration.

Error Code Error

1 Low on memory

2 Database manager not initialized

3 Database manager not supported

4 Too many tables opened

5 Record length too long

6 Too many keys for database type

7 Too many segments

8 Table not registered

9 Table not found

10 Locked recordThe above error is an indication that another Microsoft Dynamics GP user has the specific document open in one of the Microsoft Dynamics GP Transaction windows

11 Table name error

12 Table not open

13 Table not opened exclusive

14 Invalid command sent to database manager

15 Key number doesn't exist

16 End of fileThe above error indicates that the specific record no longer exists in the Microsoft Dynamics GP database

17 Duplicate recordThe above error indicates a record with the current primary index (unique) values already exists in the database

18 Missing recordThe above error indicates that the specific record no longer exists in the Microsoft Dynamics GP database

19 A set is already active

20 Transaction in progress

21 Not a variable length table

22 No table definition could be found

23 Attempted to lock two records

24 No lock on update

25 Table doesn't match definition

26 The disk is full

C H A P T E R 1 9 E R R O R S


POP errors

POP error descriptionsThis section provides a list of the POP errors in Warehouse Management Integration.

27 Unknown error [27]

28 A non-modifiable key changed

29 Not a variable length field

30 A record was changed with a passive lockThe above error indicates that the record currently being modified was changed by another Microsoft Dynamics GP user prior to saving the current changes

31 DeadlockedThe above error indicates that multiple Microsoft Dynamics GP users have attempted to update the same record at the same time

32 Path not found

33 Buffer error

34 Error in creating a Btrieve table

35 Invalid key definition

36 Maximum number of SQL connections reached

37 Error accessing SQL data

38 Error converting SQL data

39 Error generating SQL data

## Unexpected Error Code [##]

Error Code Description

DUPLICATE Already exists in database

MISSING Not found in database

HISTORY Already exists in history

LOCKED Locked (being accessed) by another user

STATENOTAVAIL Document is not currently available for editing

BATCHACTIVITYERROR Batch being accessed by another user

MARKED_TO_POST Batch is marked for posting

VOID Receipt document has been marked as VOID

INVALIDDATE Date is invalid

MCXRATE_MISSING MultiCurrency exchange rate is missing

INVALIDDOCTYPE DropShip PO only allowed on Invoices

VENDORERR Duplicate vendor document error

INACTIVE Vendor is marked as Inactive

NOCREDIT Vendor has $0.00 credit

MISSINGVEND Vendor not set for this receipt

INVALIDOPERATION Attempt to write to a read-only record

MISSINGPOITEM The Item wasn’t entered on the purchase order

MISSINGITEM Item has been deleted from IV

NOTRECEIVABLE Kit item

POP_POLINESTAT_CANCELED PO Line has been canceled

POP_POLINESTAT_CLOSED PO Line has been closed

HISTORICAL PO exists in history



Inventory errors

This section provides a list of the inventory errors in Warehouse Management Integration.

POPRCPT_POCURRENCYINVALID

Currency on Receipt is not same as on PO

POP_POSTAT_CLOSED PO has been closed

POP_POSTAT_CANCELED PO has been canceled

VENDORERR PO does not have same vendor

OUTOFBALANCE Incorrect number of Serials/Lots

MULTIPLE_SHIPMENTS_EXIST Multiple shipments exist to match for this invoice line

INVALIDAMOUNT QTY Shipped minus QTY Rejected is less than QTY Invoiced

UNKNOWN [<error number>] Unknown / Unexpected error



Inventory transaction (MT and SC) errorsError Types Description

Header Errors

“Error creating Job Transaction Header:”

Note: Errors that refer to Document Number should include review of Microsoft Dynamics GP Inventory Setup for Adjustment, Variance and Transfer Document Numbering

Reconcile in process

Invalid next document number (0 or empty)

Next document number too long

Attempt to increment empty document number

Selected document number already in history

GL Posting Date (<date>) is in closed period

GL Posting Date (<date>) not in fiscal year

Duplicate Inventory Transaction Work Header record

Unexpected Error Code [####] saving Batch_Headers

Line Errors:

“Error creating Job Transaction Line:”

Note: All Items must have “IV Index”, “IV Offset” and “IV Variance” accounts assigned

Job Transaction Header record not found

Item Master record (<Item Number>) MISSING

Item Number (<Item Number>) missing U Of M Schedule

Item Number (<Item Number>) type not equal INVENTORY and not equal DISCONTINUED

Item Number (<Item Number>) invalid or missing UofM

Unable to get Quantity in UofM for Item Number (<Item Number>)

Invalid Location

Location does not exist

Transfer to Location does not exist

Quantity shortage when doing a negative quantity adjustment or variance for Item Number (<Item Number>)

Quantity shortage when doing a transfer for Item Number (<Item Number>)

Error saving IV_TRX_WORK_LINE record

Account Number not assigned to this item

Unexpected Error Code [####]

Serial/Lot Line Errors:

“Error creating Serial/Lot Transaction Line: “

Missing Document Number

Missing line sequence number

Missing serial/lot number

Missing serial/lot quantity

Item Number [<Item Number>] does not exist

Item Number does not exist in Location

Serial Number already exists

Serial Number already exists in another work table

Serial Number does not exist in Location

From Quantity Type (1) for serial number does not exist in Location

Transfer To Serial Number already marked as sold

Saving Serial Number

Serial Numbered Item has wrong QTY Type

Serial Number has already been sold

Saving IV_TRX_WORK_Serial_Lot record

Lot Number already marked as sold

Lot Number Quantity Type invalid in table

Unexpected Error Code [####] saving IV_Lot_Attributes

Unexpected Error Code [####]



Inventory transfer (MT/SM) errorsMT/SM transactions produce the same range of errors as other MT transactions described in the previous section. However, the following suffix is appended to MT/SM errors:

“processing MT/SM for [<Item Number>] from [<From Site>] to [<To Site>]”

Other Errors Error reading Item Master record for the Item

“Error [<BMI_ErrorText>] reading Item Master for [<Item Number>]”

Missing Record errors may indicate that the Item has not been defined

Error reading Master Quantities record for the Item / Site

“Error [<BMI_ErrorText>] reading Item Master Quantities for [<Item Number>] at [<Site ID>]”

Missing Record errors may indicate that the Item has not been assigned to the Site

One or more IV Account is missing from the Item Master data

“Error creating Job Transaction Line: Account Number not assigned to this item”

All Items must have “IV Index”, “IV Offset” and “IV Variance” accounts assigned

Sum of Bin Quantity not equal Total Quantity

“SC records for [<Item Number>] “out of balance [<Sum Bin QTY>] > [<Total OnHand>]”

This error indicated a discrepancy in quantity data for this item as uploaded by WMS




Appendix A: Data tablesThis portion of the documentation provides information about the data tables created by Warehouse Management Integration.

Data table physical names and descriptionsThe following table shows the physical name and description for each data table created by Warehouse Management Integration:

Series Physical Name Description

Company RBI00300 Release Master

RBI13000 Release Work

RBI00010 Setup

Temp Setup (temporary)

UPLOADRC Upload RC

DNLOAD Download

Temp Download (temporary)

RBI00020 Log

UPLOAD Upload

Temp Upload (temporary)

RBI00800 Upload Activity

Inventory Temp Lot Number Allocations (temporary)

RBI30300 MT History

Temp MT History (temporary)

Temp Release (temporary)

Temp SC (temporary)

Temp VA (temporary)

Temp XC (temporary)

RBI40400 Country of Origin Master

RBI40300 Hazmat Category Setup

Temp Hazmat Type Selection (temporary)

RBI30103 IV Item Customer Master

Temp IV Item Customer Master (temporary)

RBI31101 IV Item Master Extended

Temp IV Item Master Extended (temporary)

RBI40103 IV Item Master VNDR Extended

Temp MT SM (temporary)

Project RBI05501 RMA Type Extended

RBI05001 RMA Posting

A P P E N D I X A D A T A T A B L E S


You can also view Warehouse Management Integration table information using the Table Descriptions window in Microsoft Dynamics GP (Microsoft Dynamics GP Menu >> Tools >> Resource Descriptions >> Tables).

Purchasing Temp Purchase Order Line (temporary)

RBI20100 Receipt Confirmation History

RBI41200 PM Vendor Master Extended

RBI21200 PO Line Extended

Temp PO Line Extended (temporary)

RBI31110 PO Line Extended History

Temp PO Line Extended History (temporary)

RBI21100 PO Ext

RBI31105 PO Ext History

Temp PO List (temporary)

Temp PO Synchronize (temporary)

Temp RC (temporary)

RBI05200 RMA History

Sales Temp Pick Confirmation History (temporary)

RBI10200 Pick Confirmation History

Temp Pick Confirmation (temporary)

RBI10100 Pick Confirmation Work

RBI10211 Serial/Lot Work/History Temp

RBI10202 Track and Trace Master

RBI40101 Item Store Customer Master

Temp PZ (temporary)

RBI40201 Process SOP Process Holds

RBI30102 Customer Master Address Extended

Temp Customer Master Address Extended (temporary)

RBI30101 Customer Master Extended

Temp Customer Master Extended (temporary)

RBI11100 SOP Header Work Extended

RBI31100 SOP Header Word Extended History

Temp SOP Header Word Extended History (temporary)

RBI40200 SOP ID Setup Extended

RBI11200 SOP Line Work Extended

RBI31200 SOP Line Work Extended History

Temp SOP Line Work Extended History (temporary)

Temp SOP Synchronize (temporary)

Temp Timestamp (temporary)

RBI10201 Serial/Lot Work/History Extended Data

Temp Serial/Lot Work/History Extended Data (temporary)

System BMI00991 Blue Moon Industries Product Registration

BMI00999 Blue Moon Industries Current Activity

W A R E H O U S E M A N A G E M E N T I N T E G R A T I O N

Documentation Comment FormWarehouse Management Integration (Release 10.0)April 15, 2008

We welcome your comments and suggestions regarding the quality and usefulness of this manual. Your comments help us improve the documentation to better meet your needs.

• Did you find any errors?

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• Are the examples correct? Do you need more examples?

• What features do you like most (and least) about the documentation?

If you find errors or have specific suggestions, please note the topic, chapter, and page number.

Send your comments using any of the following methods:

Thank you for taking the time to help us improve our documentation.

Note: By offering any suggestions to Blue Moon Industries, you give Blue Moon Industries full permission to use them freely.

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