Introduction

This document contains information about the new features that have been added to Iptor WM1 9.0, along with the changes made since the previous release.

New features and enhancements

Enhanced Iptor WM1 Web Portal

The 9.0 release includes an enhanced Iptor WM1 Web Portal. Using Iptor WM1 Web Portal, operators and supervisors can access real-time analytics and dashboards from any supported web browser to manage their daily activities. The following dashboard modules are distributed with the 9.0 release.

Inbound orders
Inbound arrivals
Outbound orders
Outbound shipments
Inventory transactions
Inventory availability

Each dashboard module includes three quick filter charts that can be configured to show your most relevant data for making business decisions. A grid view appears below the charts and shows the data that is driving the reports. While using each dashboard module you can:

View data for a specific warehouse or owner
Search for data and save search criteria
Drill down to access more detailed information
Configure the map chart and key fields
Change the chart type that is displayed
Customize the grid view display
Export grid view data
View alert notifications

Enhanced yard management

Prior to the 9.0 release, the yard management functionality within Iptor WM1 was driven by manual operations and required users to record movements after they were performed. The 9.0 release includes a new intelligent workflow for yard management, which reduces manual labor through system-driven, rule-based operational flows, directed yard activities and real-time capture of activities.

Check-in and check-out process enhancements

A new gate operator workflow expedites the check-in and check-out processes through automated and manual assigning of shipments to containers. Using the new Gate Operations window, the gate operator enters an identifier for the shipment (such as the yard shipment number, external shipment number, container number, or appointment number). If the information does not match a specific shipment, the gate operator can select a shipment from a list of shipments, or if applicable, check in or out the container as empty.

Once the shipment to be processed is identified, the appropriate check-in or check out window appears. The gate operator can update the information for the container and shipments, and reorder the sequence of shipments if the information shown does not match the paperwork. The gate operator can also add information about damage as needed, and add general notes about the shipment. For check-ins, the putaway location is indicated on the check-in window. If needed, the gate operator can override the location and select a different location for putaway.

Commodity tracking enhancements

Iptor WM1 tracks open purchase orders and returns as purchase orders using the shipments and purchase orders sent from the host. The 9.0 release adds the option to track the open purchase orders and returns as commodities within Iptor WM1 by processing the trailers as storage trailers with a commodity.

Yard visualization enhancements

Dock operators can now access all of their activities from the yard visualization window, which includes the following enhancements for the 9.0 release.

New visual cues – Indicators highlight damaged trailers and inactive locations.
Pending shipments view – Arrows indicate moves that are pending and moves that are in process.
Configurable hover text – The information that appears when you hover over the visualization items can be configured by item type.
Simplified shipment appointments – The transport area code is automatically set based on the setting of the location in which the appointment is created. In addition, the appointment type is automatically set in cases where only one value is applicable.
Simplified process for viewing and updating damage information – You can open the Damage Information and Damaged Trailers grid views directly from the yard visualization menu.
Integrated garage repair operations – You can move damaged trailers to a garage location in order to make repairs. Garage locations can be configured to remove all damage when the trailer is moved out of the garage.

Mark non-yard trailers as damaged

The 9.0 release includes the ability to define damage for a trailer that is not in the yard. In addition, with the 9.0 release, the check-in window displays the damage information rather than clearing it. Prior to the 9.0 release, when checking in a trailer that has damage already indicated, the information was cleared on the check-in window.

Trailer move workflow enhancements

The following workflow enhancements were added to Iptor WM1 CAP to improve the directed work process for yard spotters.

Container lookup capability
Directed precool logic for reefer trailers
Directed and self-directed yard audits that include entering the fuel level and the temperatures for multiple trailer zones
Directed and self-directed trailer movements

Directed work logout reason

You can now require a yard spotter to indicate the reason for logging out if the yard spotter exits the initial directed work panel.

Historical reporting updates for inventory transactions

The 9.0 release includes the following inventory transaction updates.

Putaway location overrides – When a user changes the putaway location when completing a transfer on the RF or within the check-in window, an inventory transaction is logged to track the override.
Shipment priority changes – When a user changes the priority, commodity code, conveyance code, or user defined fields on an inbound or outbound shipment, an inventory transaction is removed.
Container damage changes – When a user changes the damage check box, damage code, or damage note for a container, an inventory transaction is logged.

Enhanced integration mapping

Iptor WM1 9.0 includes support for new yard management interfaces that integrate with host systems. The new inbound interfaces are Trailer, Outbound Shipment and Inbound Shipment, and the new outbound interfaces are Trailer Move and Trailer Audit Display.

Updated installation program

The installation program for Iptor WM1 now includes the option to install:

Integrator files, which are required for communication with host and external systems.
Print services as a Windows^® service, which automatically runs a command file during installation to configure the print services as a Windows service. In prior releases, this was a manual post-installation task.
A web server, which is needed as part of the system configuration when using the Iptor WM1 Web Portal application.

Enhanced time zone handling

The 9.0 release includes the following major updates to time zone handling.

Iptor WM1 and Iptor WM1 CAP can now connect to warehouses in different time zones.
The database stores all time stamps in the UTC time zone.
Time stamps are displayed in the time zone of the warehouse.
The warehouse table includes an additional column to specify the time zone.

Upgrade concerns

Time zone handling impact to warehouse setup

The enhanced time zone handling update process changes all of the dates and times in the database to the UTC time zone, and then defaults all warehouses to the UTC time zone. Warehouses that are not in the UTC time zone will need to be reset to the proper time zone.

Impact to multiple step pallet replenishment tasks that are partially executed

In order to resolve JIRA issue DYN-1110, the picklist confirmation for pallet replenishment tasks was moved from the first task detail to the last task detail. If at the time of upgrade, a pallet replenishment task exists with multiple task details, where the first task detail is already executed but other details for the same task are still pending, the upgrade program will “convert” the open task details to pallet transport task details to ensure that the pallet is still directed to its final destination (and to prevent a picklist confirmation from executing twice for this task as that would corrupt the database).

In some environments this approach may have some negative effects, as some other functionalities were already included in executing the last pallet replenishment task detail that are not available on pallet transport tasks. The following are some examples.

Replenishment of piece picking locations with pallets containing other handling units (such as boxes) – Executing the last replenishment task could include a conversion of the container inventory from the boxes to the pieces. As this functionality is not included in pallet transport tasks, this conversion may have to be done manually after executing the last pallet replenishment step (change the handling unit of the inventory using the existing function “change product keys”).
Replenishment to a pick location with a fictitious container – Executing the last replenishment task would include a move of all the inventory from the replenished pallet to the fictitious container. As this functionality is not included in pallet transport tasks (without the explicit definition of a similar container exception), this “move all inventory” function will have to be done manually after executing the last pallet replenishment step.

In order to avoid in such environments the extra manual interventions, make sure that at upgrade time no multiple step pallet replenishment tasks exist that are partially executed. The existence of such tasks can be verified executing following SQL statement.

SELECT DISTINCT tashea.task_number
FROM vw_taskhd_active_palletmove tashea
INNER JOIN task_detail tasdet ON tasdet.task_number = tashea.task_number
AND tasdet.sequence_number = 1
AND tasdet.task_status = 90
INNER JOIN vw_taskdt_active_palletmove open_tasdet ON open_tasdet.task_number = tashea.task_number
WHERE tashea.task_type IN (‘REPLE’, ‘REPLM’)
AND EXISTS(SELECT *
FROM outbound_order_detail_allocation ouorda
WHERE ouorda.picklist_number = tasdet.picklist_number
AND ouorda.task_number = tasdet.task_number)

Custom CAP form upgrade required

As part of the move to Infragistics™ 14.2, the level 0 CAP forms were upgraded. If you have any custom forms above level 0, you must run sph_cap_replace_infragistics_version.sql to upgrade all custom forms.

Additional software required for cockpit charts and the Iptor WM1 CAP Editor

The Iptor WM1 desktop client installation no longer includes the .dll file needed to create cockpit charts, or the .dll file needed to use the Iptor WM1 CAP Editor. If you require this functionality, you must purchase Infragistics™ 14.2 Windows Forms Tools.

Improvements

DYN-925 – Iptor WM1 now interfaces with Iptor Enterprise interface using Iptor Integrator.
DYN-1436 – Whether a shipment is a live or drop load can now be tracked.
DYN-1512 – The reason code can now be set to a default value in user forms.
DYN-2417 – Support has been added for Windows 2012 and Infragistics 14.2.
DYN-2627 – Sample xml files have been added for Iptor Enterprise and host system inbound transactions.

Fixes

DYN-145 – During outbound container planning, it is now possible to change the dock relation code field when the status is equal to 40 (Ready to plan).
DYN-239 – When pallet picking, after confirming the serial number an error no longer appears.
DYN-254 – When performing a partial reception for inbound arrivals, backlog orders can now be placed as expected for the remaining quantity.
DYN-259 – Fixed an issue in which a variable was not declared in spi.
DYN-282 – The password no longer appears in a readable format in the logging message.
DYN-411 – The inline VAL numeric value now has input focus when panel 1530 is called.
DYN-415 – A tooltip is now included with all of the buttons on panels 0131, 0135, 1003, 1004 and 1005. Previously a tooltip had been missing for F3 on all of those panels, as well as F4 and OK on some of those panels.
DYN-436 – Panel 0135 can now be called from panel 0131.
DYN-440 – After all inventory is moved, panel 0450 now returns to the previous panel.
DYN-442 – The location is now initialized as expected on panel 0320.
DYN-443 – A bottom scroll bar has been added to the grid on panels 0361 and 0362.
DYN-444 – A control for the reason code has been added on panels 0360 and 0370.
DYN-445 – Pressing the Enter key now works as expected on panel 0370.
DYN-452 – The moved inventory is now visible in lower grid on panel 3510.
DYN-457 – After inventory is moved to a new container, panel 0420PI now returns to the previous panel.
DYN-459 – The warehouse information is now maintainable on panel 9001.
DYN-460 – The F3 button now works as expected on panel 9002.
DYN-470 – Updated the layout of panel 0153 to meet standards.
DYN-471 – Panel 0153 no longer opens in the error state.
DYN-472 – The shipping location and task mode information that is supplied on panel 2010 is now shown on subsequent panels.
DYN-473 – The shipping location, vehicle information and task mode information that is supplied on panel 2510 is now shown on subsequent panels.
DYN-474 – Pressing F3 on panel 2530 now returns to panel 2510 as expected, rather than panel 2520.
DYN-475 – On panel 2060, the grid is no longer empty.
DYN-476 – On panel 2530, container control is no longer empty.
DYN-477 – When returning to panel 2540 after removing a container, the grid now works as expected and no longer contains the removed container.
DYN-478 – On panel 2520W1, the grid is no longer empty.
DYN-479 – A control for the reason code has been added to panel 1540.
DYN-482 – On panel 1545, the item information controls are no longer maintainable and a bottom scroll bar has been added to the grid.
DYN-484 – The handling quantity and unit are now included on panel 1260.
DYN-485 – On panel 2070, confirming the entered returnable packaging no longer results in a database error.
DYN-487 – On panel 2530, the from location is no longer empty.
DYN-495 – The label “Please count again” is now hidden when panel 1215 is initially loaded.
DYN-498 – The transitions between panel 0500PO and 0510PO now show the correct from panel name.
DYN-785 – Visualization drag and drop actions between locations now properly update the location information.
DYN-826 – The installer now includes the required setup defaults for visualization. These were missing from the installer for release 8.0.
DYN-911 – Resolved by DYN-485.
DYN-958 – Issues with Iptor WM1 CAP screens freezing have been resolved.
DYN-962 – Selecting “Approve header” on an arrival inbound no longer generates an error for an inbound shipment related arrival.
DYN-1018 – The masked edit control in Iptor WM1 CAP now works as expected when defining an input mask for a numeric value with a fraction.
DYN-1110 – Two-step partial replenishments no longer break container inventory.
DYN-1226 – Resolved by DYN-2495.
DYN-1668 – The Iptor WM1 desktop client login now determines the current site.
DYN-1669 – All client functions with grids that show warehouse-related information now restrict the data to the current site.
DYN-1670 – Client functions were added to allow maintainance of item and stock product site-specific information.
DYN-1673 – Client functions were added to allow maintenance of site information.
DYN-1674 – Client maintenance functions now include new columns in ABC_analysis_template and ABC_analysis_header tables.
DYN-1675 – Client warehouse maintenance functions now include a site_code column.
DYN-1676 – Some client functions were updated with the ability to supply the current site code to the database.
DYN-1791 – Some client functions were updated to remove the obsolete parameter for schema owner.
DYN-1941 – An issue with Iptor WM1 CAP memory usage growing constantly has been resolved.
DYN-2115 – The Container Type panel no longer displays the Container Usage field twice.
DYN-2149 – Fixed an issue in which batch replenishment outbound orders were created with the status of Canceled and without order detail lines.
DYN-2231 – Client counting maintenance functions now include a site_code column.
DYN-2423 – The item code is no longer saved as null when a product synonym is created.
DYN-2495 – The Active flag now functions as expected when deactivating a function key on panel 1215.
DYN-2594 – Sales orders now close as expected (status changes to 90–Finished) after a message is received to close.

9.0 Release Notes