Set Warehouse Management System Interface Options

Select Warehouse Management System Interface in System Options Maintenance (XM) to set options that control the interface to your warehouse management system.

  • The *SECURE password must have access to the directories you specify.

  • It is recommended that a file prefix be used to identify file type if directories are shared (e.g., B for bill of material, E for EDI).

  • When the interface is first activated or if you change the configuration, you will need to restart the interface or shutdown and restart PowerShift.

  1. Set these options:

Field Name

Type / Max Length

Action / Description

Warehouse Mgt System interface active?

Optional

Select if you want to activate a background program that interfaces with a warehouse management system or leave blank if you do not.

If you select, you must run the SHUTDOWN program after all users have logged off to shut down the warehouse management system background processes.

Directory for temp files

Conditional
3 alphanumeric

Enter the name of the directory for temporary files required by the interface. If multiple directories are used, they must reside on the same disc.

Directory for incoming files

Optional
3 alphanumeric

Enter the name of the directory for files coming in to the interface. If multiple directories are used, they must reside on the same disc.

Directory for outgoing files

Optional
3 alphanumeric

Enter the name of the directory for outgoing files. If multiple directories are used, they must reside on the same disc.

Archive dir for incoming files

Optional
3 alphanumeric

Enter the directory in which incoming files are to be archived. If specified, you will need to establish a method for periodic purging of archive files.

Archive base path

Conditional
40 alphaumeric

When archive files are saved, the View option in Interface Log Inquiry (WLOG) launches a browser and displays the archived file using the base path plus the archived file name.

File type (T=Text, S=Seq)

Optional

Enter the file type:
T for text
S for Qantel sequential

WMS Package

Optional

Select the interface package for this enterprise or branch.

Cutoff for ship date (no of days)

Required
Date shortcut

Enter the cutoff date shortcut for sending obligated lines; +n (for calendar days) or +nW (for work days) is most commonly used. The program compares line expected ship dates to the calculated date.

For example, if you want to send lines due to be shipped within one calendar week, enter +7. If you want to send lines due to be shipped within 7 shop (work) days, enter +7W. Using shop calendar days means a consistent work load for shipping.

Database code (for file prefixes)

Optional
2-character alphanumeric

Enter the 2-character database code that will be added to the header record on outbound orders to enable multiple PowerShift databases to be supported by a single WMS implementation.

User ID - receipt error notification

Optional

Select the user ID to be emailed when there are WMS receipt (purchase order, transfer, RMA, etc.) errors

User ID - shipping error notification

Optional

Select the user ID to be emailed when there are WMS shipping (sales order, transfer, etc.) errors.

User ID - adjustments error notification

Optional

Select the user ID to be emailed when there are WMS inventory adjustment errors.

User ID - WMS administrator

Optional

Select the user ID that will receive email alerts from the WMS. If the receipt, shipping or adjustment user is left blank, this user receives those notifications. It is also used when general interface issues occur (e.g., program could not be started, background process error, required directories not set up or accessed).

User notification device

Optional

Select the output device (set up in Output Device Maintenance) to use for data-related notifications and transaction logs. The device must be email (device type L Email) with 6 HTML in body of the email selected as the Email attachment format in Output Device Maintenance.

Last file seq no used

Optional

A sequential identifier assigned to outgoing filenames to ensure they are unique

Sales obligation option

Optional

Select one of the following:
A: Obligate all items
N: Do not obligate any items
S: Obligate all except serial-controlled items
C: Obligate all except lot-controlled items

Send only selected order lines?

Optional

Select this option if you only want to send lines selected in Order Shipment Selection (OSS) to the WMS

Automate receipt to stocking warehouse?

Optional

Select this option if you want WMS-received manufacturing orders received in the manufacturing branch then automatically transferred and received in the WMS branch. This option is primarily used where the manufacturing branch and the WMS branch are physically within the same location.

Default branch

Conditionally required

Select the default WMS branch if the WMS Package is Compass.

Default user

Conditionally required

Select the default WMS user if the WMS Package is Compass.

  1. (Optional) Click Package to set package parameters. See Enter WMS Interface Parameters. Click OK to return to this program.

  2. Choose the appropriate options:

To

Do This

Change an option

Click on the field and make required changes.

Exit without changing these options

Click Cancel.

Print these options

Click Print. See Print an Inquiry.

Select packaging parameters

Click Package. See Enter WMS Interface Parameters. Click Exit to return to this program.

Accept these options and exit

Click OK.

  1. Choose the appropriate options when you click OK or Cancel:

To

Do This

Display a category of options

Highlight the line and click Select or double-click the line.

Exit the program

Click Exit.