FM104

From WMS Help

Used to maintain the client records. This form allows you to put different set of rules for the Receivals, Delivery, and other store operations for each of the clients.

Creating New Client

Client Master
Client Master
Client Master
Client Master

The quickest way to create a new client is to copy/clone an existing one.

  1. Press the F7 key to begin a new query.
  2. Press the F8 key to execute the query.
  3. Press the PageUp/PageDown keys to view the results.
  4. When you find an existing client that closely matches the new one.
  5. Press the [Clone] button to duplicate the existing record.
  6. Replace the text in the Code field with the new code.
  7. Change any other fields as required.
  8. Press the [Commit] button to apply the changes.


Activating Client

To activate a client record first make sure that all fields have been updated according to the requirements. The rules for the clients are listed below.

When all fields have been filled in correctly set the Active field to 'Yes' and click the [Commit] button to save the changes.


Client Rules

When activating clients the following fields need to be updated:

  • Charge By Establishment
Either 'Y'es or 'N'o - used for page break by Establishments in some reports.
  • Billing Profile
Billing Profile Code.
  • Own Locations
Either 'Y'es, 'N'o - used in the putaway planning process, does the client own particular locations in the warehouse.
  • Priority
Not used
  • SSCC Enabled
Either 'Y'es or 'N'o or 'A'lways or 'O'utgoing Only - when printing the labels should we produce a SSCC style label and when should we produce it.
  • GS1 Compliant
Either 'Yes or 'N'o - are the Client's SSCC labelsG S1 compliant.
  • Use Batch Control
Either 'A'll or 'N'one or 'S'ome - If 'A'll then the Track By Batch on the Product form (fm117) must be 'M'. If 'N'one then the Track By Batch cannot be 'M'.
  • Reservations
Either 'A'll or 'N'one or 'S'ome. This controls the reservation of stock on receipt of the despatch orders.
  • Allow Pallet Transfer
Either 'Y'es or 'N'o - used when entering the Supplementary Data Forms.
  • Can Defer Pallet Information
Either 'Y'es or 'N'o - used when entering the Supplementary Data Forms.
  • Preferred Pallet Companies
Must be either 'C'hep or 'L'oscam or 'B'oth.
  • Externally Tracked By
Either 'Y'es or 'N'o - this value is used decide whether the client allows joining of less then whole pallets.

Receipt Order

  • Manifest No Unique
Must provide a valid number of months (1-99), 99 is forever. How long is a manifest number unique within the system.
  • Customer Required
Must be either 'N'o or 'O'ptional or 'Y'es without master or 'M' Yes with master. Is a customer required on the receival orders.
  • Docket/Variance
Docket type must be in 'A' or 'B', if 'B' then the batch number is selected in some reports.
Variance must be either 'N'o or 'Q'tys only or 'F'ull.
  • Useby/Life Check
The number of days to add to the product life when validating the rotation date on receipt. The value of -1 means do not add any other values.
  • Pick Unreceipted Stock
Either 'Y'es or 'N'o - can we pick unreceipted stock for an incomplete order.
  • Temperature Checks
Must be a number between 0 and 9. Number of temperature checks required before completing a Receipt.
  • Apply Pallet Label to
Apply Oxford Pallet labels to : All Pallets or Just Non SSCC Pallets.
  • TMS Booking Reqd.
Must be 'N'o or 'C'ompletion or 'R'elease.


Delivery Orders

  • Customer Order Number Unique
Must provide a valid number of months (1-99), 99 is forever.
  • Customer Required
Must be either 'N'o or 'O'ptional or 'Y'es without master or 'M' Yes with master.
  • Docket/Variance
Docket must either 'A' or 'B', If 'B' then the batch number is selected in some reports.
Variance must be either 'N'o or 'Q'tys only or 'F'ull or 'E'xport.
  • Load Out Sheet
Either 'Y'es or 'N'o - used for the Delivery Paperwork.
  • Labels Required
Either 'Y'es or 'N'o - used when Releasing the Delivery Order.
  • Pallet Spaces Required
Does this client need delivery labels?
  • Despatch Date Entry
Must be either 'M'anual or 'C'alc or 'U'se Arrival. How the system calculates the despatch date on receipt of the despatch order.
  • Arrival Date Entry
Must be either 'M'anual or 'C'alc or 'U'se Despatch. How the system calculates the arrival date on receipt of the despatch order.
  • Temperature Checks
Must be a number between 0 and 9. Number of temperature checks required before completing a Delivery.
  • TMS Booking Reqd.
Must be 'N'o or 'C'ompletion or 'R'elease.
  • Carrier
Not Used.

Other Options

  • Shelf Life Offset
Value of 0 is next day, 1 is same day, and other values are subtracted from the product shelf life when looking at the aged stock.
  • Pallet Pick Fixed
A percentage number. Skip the pickface if picking more than this percentage of a pallet. (0=Disabled).
  • Pallet Pick Variance Weight
A percentage number. Skip the pickface if picking more than this percentage of a pallet weight. (0=Disabled).
  • Bulk Pick Offset
Bulk pick from a pickface if the stock is older then the reserve stock by days.
  • Pickface Offset
Override the date rotation when the pickface stock is x days newer than the reserve.
  • Customer Type as Route
Either 'Y'es or 'N'o - this value decides whether the client requires Delivery Labels.
  • Allow Join Pallets
Either 'Y'es or 'N'o - this value is used decide whether the client allows joining of less then whole pallets.
  • Check GTIN
Need to scan Product's GTIN when Picking. Yes or No.


Alerts

  • Product Changes
Email address for the product changes for this client.
  • Email Receipt Docket
Email address for sending copy of the Receipt Docket for this client.
  • Email Receipt Variances
Email address for sending copy of the Receipt Variances for this client.
  • Email Crossdock Receipt Docket
Email address for sending copy of the Crossdock Receipt Docket for this client.
  • Email Stock Out of Rotation
Email address for sending copy of the Stock Out of Rotation Report for this client.
  • Email Manual Receipt Docket
Email address for sending the Manual Receipt Docket for this client.
  • Email Receipt Serial Number CSV
Email address for sending the Inwards Carton Serial Numbers CSV File for this client.

Desp Alerts

  • Email Delivery Docket
Email address if the client requires a emailed copy of the delivery docket.
  • Email Variances
Email address for the Delivery Docket with Variances Only report.
  • Email CSV Docket
Email address for Delivery Docket in the CSV format.
  • Email Packing Slip
Email address if the client requires a emailed copy of the packing slip.
  • Email Load Manifest
Email address if the client requires a copy of the Pallet Docket to.
  • Email Serial No CSV
Email address if the client requires a copy of the Delivery Carton Serial Numbers CSV File.


Contacts

  • Address Line1
Clients postal address for documents - line 1.
  • Address Line2
Client postal address for documents - line 2.
  • Address Line3
Clients postal address for documents - line 3.
  • Phone
Clients phone number for printing on documents.
  • Fax
Clients Fax number for printing on documents.
  • Contact
Name of person most likely to be first line of contact.
  • Ph.
Telephone number of person most likely to be first line of contact.

History Button

Master Changes Screen
  • Press the [History] button to view Master Changes Screen.
This screen shows all the changes made for that client.