Table of Contents

Configuration Package Address

General

The functionality Configuration Package Addresses supports users in migrating address-data to Boltrics 3PL Dynamics.

Functionality

Creating addresses is normaly the fourth step in migrating customers, vendors and/or addresses. An address must be linked to the contact which has been made in de Configuration Package Contact. Through this link, changes in the name and addressdetails are always synchronized across tables.

Step 1. Preperation

  1. Check no. series on manual entry

    1. Open the page: Warehouse Setup (3PL), Tab: Numbering and click on the look-up button in the field: Address Nos.
    2. Click on: Select from full list in the selection page.
    3. Scroll to the right side in the screen: Select No. Series and check if the field: Manual Nos. is activited.
    4. If not Click on the button: Edit List and activate the field: Manual Nos.

  2. Check/update related tables Check if the following pages/tables for which values to use in the migation sheets.

    Table Remarks
    Country Check the page: Countries/Regions and note the codes required for the addresses to be imported.
    Language Check the page: Languages and note the codes required for the addresses to be imported.
    Parties Check the page: Parties and note the codes required for the addresses to be imported.
    ZIP code It is possible to record the ZIP code, Country and City in a table. Migration a ZIPP code table is not included in the migration-activities performed by Botlrics.

Step 2. Create file with address-data

  1. Create Excel-file for migrating addresses The following steps have to be perfomed to create an Exel-file for migrating addresses.

    1. Open page: Configuration Packages
    2. Go to the line with code: customer and open the page.
    3. Click on the button: Export to Excel and confirm with Yes
    4. The file will be available in the download-folder and contains the following worksheets; WMS Address Party, Restrictions Restriction Assigned, Address, Address Time Slot, State, Area Header and Region Header

  2. General guidlines entering data into the Excel-file

    1. Do not change the names of worksheets and/or colums.
    2. Do not delete/change the first 3 rows in a worksheet.
    3. Click on the title of a column to see the format of a field. Some examples of formating:
    Value Remarks
    Boolean 0=False, 1=True
    Code20 Field may contain, characters, numbers and punctuations, maximum length of value in the field: 20.
    Date Values have to be entered as DD/MM/YYYY
    Decimal A number with decimal places
    Option The comment will contain a list of values which can be used.
    Text100 Field may contain all type of characters, maximum length of value in the field: 100
    Time Values have to be entered as HH:MM:SS

  3. Enter the addres data into the Excel-file

    1. Worksheet: State. It is not mandatory to fill the state/county on each address. Only if a company want to use this functionality the table must be filled. For entering data the following guidelines.

      Field Mandatory Remarks
      Code Yes The code the state/county.
      Description Yes The full name of the state/county.
      Country Yes The country in which the state/county is situated.

    2. Worksheet: Address. For entering data the following guidelines:

      Field Mandatory Remarks
      No. Yes The first number available in the No-serie of Addresses
      External No. No Fill the addresscode customers will use to identify this address. Only used when automatich data-integrations orders are active.
      Name Yes The full name of the address. Data can be copied from the Excel-file used for importing Contacts.
      Address Yes Streetname and housenumber of the address. Data can be copied from the Excel-file used for importing Contacts.
      Address2 No Additional address information of the address. Data can be copied from the Excel-file used for importing Contacts.
      City Yes The name of the city in which the address is situated. Data can be copied from the Excel-file used for importing Contacts.
      Phone No. No The phone number of the address. Data can be copied from the Excel-file used for importing Contacts.
      Post Code No The postal code of the address/city in which the address is situated. Data can be copied from the Excel-file used for importing Contacts.
      Country/Region Code Yes The code of the country in which the address is situated. Data can be copied from the Excel-file used for importing Contacts.
      Email No The emailaddress of the address. Data can be copied from the Excel-file used for importing Contacts.
      Region Code No For specifik planning- or contract functions a region code can be added to an address. Normaly it is not required to link a Regioncode directly to an address.
      Area Code No For specifik planning- or contract functions an area code can be added to an address. Normaly it is not required to link a Areacode directly to an address.
      Language Code No The language used to communicate with the address. Data can be copied from the Excel-file used for importing Contacts.
      Customer No. No. The code for the Customer if an address is the physical address of a Customer.
      Vendor No. No. The code for the Vendor if an address is the physical address of a Vendor.
      County No The code for the state/county in which the address is situated.
      Shiping Agent Address No Boolean to identify if an address is of the type: Shipping Agent.
      Sender Address No Boolean to identify if an address is of the type: Sender Address.
      Ship-to Address No Boolean to identify if an address is of the type: Ship-to Address.
      Terminal Address No Boolean to identify if an address is of the type: Terminal Address.
      Charter Address No Boolean to identify if an address is of the type: Charter Address.
      Airline Address No Boolean to identify if an address is of the type: Airline Address.
      Depot Address No Boolean to identify if an address is of the type: Depot Address. Must be active when the address is being used to split an order in multiple sections.
      Shipping Company Address No Boolean to identify if an address is of the type: Shipping Company Address.
      Shipper Address No Boolean to identify if an address is of the type: Shipper Address .
      Agent Address No Boolean to identify if an address is of the type: Agent Address.
      Consignee Address No Boolean to identify if an address is of the type: Consignee Address.
      X-Coordinate No The latitude coordinate for the address
      y-Coordinate No The Longitude coordinate for the address
      Fixed Stop Time No The average planned stop time for the address. Will be used in trip-calculations.
      Waiting Time No -
      Status Template Code Yes Fixex value: ADDRESS
      Status Code Yes Fixed value: 10-NEW
      Bookslot Mandatory No If a bookslot is required when (un)loading at the address.
      Prenotification Mandatory No If a ETA-message has to be send to the address to inform on future (un)loading at the address.

    3. Worksheet: Address Time Slots. When completed the worksheet: Address the worksheet Addres Time Slots can be started. It is not mandatory to fill Time Slots. For each address/day one or more lines can be entered.

      Field Mandatory Remarks
      Addres No. Yes The value of the field: No. in the worksheet: Address.
      Type Yes 0: Openingtimes, 1:Loading Time Slot, 2:Unloading Time Slot.
      Day of the week Yes 0:Monday, 1:Tuesday, 2:Wednesday, 3:Thursday, 4:Friday, 5:Saterday, 6:Sunday
      Starting Yes The starttime for the slot.
      Ending Yes The endtime for the slot.

    4. Worksheet: Restrictions When completed the worksheet: Resource the worksheet: Restriction can be completed. It is not mandatory to use Restictions. Restrictions may already have been migrated on addresses or other resources so only additional restrictions have to be entered. Restrictions can be linked to Addresses, Goods and/or resources like containers, trucks, trailers, drivers. Examples of restrictions are: ADR and Tail Lift For entering data the following guidelines:

      Field Mandatory Remarks
      Code Yes A unique code for the restriction.
      Name Yes The name of the description.
      Code Caption Yes Same value as Name.
      Filter Caption Yes Same value as Name.
      Description No Same value as Name.

    5. Worksheet Restrictions Assigned To link restrictions to an Address a line in the table: Restriction Assigned must be entered. For entering data the following guidelines:

      Field Mandatory Remarks
      ID Yes Fixed value: 11191181
      Type Yes Fixed value: 0
      No. Yes The value of the field: No. in the worksheet: Address.
      Restriction Yes The value of the field: Code in the worksheet: Restriction.
      Available Yes Is the restriction available on the address, 0=False, 1=True. Normaly 0 on an address
      Required Yes Is the restriction required on the address, 0=False, 1=True. For example on ADR: 0 for Tail-lift: 1
      Forbidden Yes Is the restriction forbidden on the address, 0=False, 1=True. For example on ADR: 1 for Tail-lift: 0

    6. Worksheet Mapping When integrations are used, third parties can send data containing unique keys for addresses. By including these in the mapping table, the TMS order will automatically associate the corresponding TMS address based on the Extern Code No. sent by the customer.

      For entering data the following guidelines:

      Field Mandatory Remarks
      Table Yes Fixed value: Address
      No. Yes The value of the field: No. in the worksheet: Address
      Type Yes When used for incoming TMS orders given by a customer, use the value: Customer.
      Source No. Yes The unique code of the customer in Botrics 3PL Dynamics.
      Line No. Yes Fixed value: 10.000. If a customer uses several different codes for the same TMS address then increment by 10.000.
      Extern Code No. Yes The code used by the customer to identify the address.

    7. Worksheet WMS Address Party: to be completed

    8. Worksheet Area header: to be completed

    9. Worksheet Region header: to be completed

Step 3. Importing the data into Boltrics 3PL Dynamics

The following steps have to be perfomed to import the data from the Exel-file.

  1. Open page: Configuration Packages
  2. Go to the line with code: CUSTOMER and open the page.
  3. Click on the button: Import from Excel.
  4. A window will appear in which the Excel-file can be dropped.
  5. A new page will be opened: View - Config Package Import Preview. Click on the button: Import
  6. The page: Config. Package Card wil be opened. Click on the button: Apply Package and confirm with Yes.
  7. A window will apear to show the processing. When completed the number of errors, inserts and modifications will be shown.
  8. When errors are reported click on the line with the corresponding table in the field: No. of Packages Errors.
  9. The page Config. Package Records - (Tablename) will open and show the data of the records with errors. Select a line and click on th button: Show Error to read the error. Adjust the data and click on Apply data.

When the import is completed the contact card will show a link in the field: Customer No.

Step 4. Finish import

As a final step, the manual assignment of numbers should be disabled.

Disbale manual entry on no. series

  1. Open the page: Sales & Receivables Setup, Tab: Numbering and click on the look-up button in the field: Customer Nos.
  2. Click on: Select from full list in the selection page.
  3. Scroll to the right side in the screen: Select No. Series.
  4. Click on the button: Edit List and disable the field: Manual Nos.
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