AGI WMS Overview (v5.01.02)

Modified on Fri, 26 Apr 2024 at 09:27 AM

 

 

 

Purpose of this document

 

This document describes the setup and configuration of the AGI WMS interface from Ceres. AGI WMS is a 3rd party application available for purchase separately from Ceres. Through web services transactions are sent between Ceres and the AGI WMS system. It is necessary to configure the interface properly to facilitate the transfer of information between the systems. Functionality related to the operation of the AGI WMS software is beyond the scope of this document.

 

Ceres Object release 5.01.02 is required for the functionality described in this document.


 

 

Table of Contents

  

Setup and Configuration

 

WMS Setup

 

WMS Setup is accessed from the Location List from Departments à AGI Warehouse à Setup à WMS Setup.

 

 

General Tab

 

 

Enable WMS Integration:  This box should be checked to enable the AGI WMS integration. Unchecked will disable all integration with the AGI WMS system. p to 10 characters).

 

WMS Invalid Characters:  The integration with AGI WMS is done through XML documents that are not compatible with certain characters that can be used with Ceres. This field will contain the list of characters to be stripped from the XML documents between Ceres and the AGI WMS system. It should contain at least the following characters which are known to cause issues:  & # $ < > ” ‘ .

 

Bin Setup Tab

 


Note: The AGI WMS system configuration determines the setup of the bins in Ceres. Based on the specific configuration of your AGI AMS system you must configure Ceres Bin setup to match. This will ensure that the bin information between the two systems is compatible. Once configured any bins in a Ceres location enable for AGI WMS will be made to conform to the structure defined here, otherwise, the Ceres will reject the bin setup. There are up to 4 possible segments to the bin definition in AGI WMS. Not all segments are required.

 

Location Code Length:  The defines the overall length of the AGI WMS Location which is called a Ceres Bin. The remaining fields for the Bin Setup must total to this defined length.

 

Aisle Segment Length:  The defines length of the Aisle segment of the bin location structure.

 

Column Segment Length:  The defines length of the Column segment of the bin location structure.

 

Level Segment Length:  The defines length of the Level segment of the bin location structure.

 

Drawer Segment Length:  The defines length of the Drawer segment of the bin location structure.

Export Tab

 

 

Note: This tab is normally completed by your implementer and is used to define the URL and Web Service Endpoints for the various types of transaction used when export information from Ceres to the AGI WMS system. The Live URL will be different, however, typically the Endpoints will be as shown here.

 

Live URL:  Specifies the URL of the AGI WMS web services to connect to from Ceres.

 

Item Endpoint:  Should be set to “Warehouse/AddOrUpdateitems”.

 

Bin Endpoint:  Should be set to “Warehouse/AddLocations”.

 

Beginning Balance Endpoint:  Should be set to “Inventory/AddBeginninigBalance”.

 

Move/Transfer Endpoint:  Should be set to “Inventory/MoveOrTransferPallets”.

 

Adjust Endpoint:  Should be set to “Inventory/AdjustPallets”.

 

Posted Receipts Endpoint:  Should be set to “Inventory/ReceivePallets”.

 

Lot Endpoint:  Should be set to “Inventory/UpdateLotExpirationDate”.

 

Invt Pick Endpoint:  Should be set to “Shipping/AddOrUpdateShipOrders”.

 

Invt Pick Delete Endpoint:  Should be set to “Shipping/DeleteShipOrders”.

 

Import Tab

 

 

Note: This tab is normally completed by your implementer and is used to define the journal templates, batches, and number series for imported transactions from the AGI WMS system.

 

Adjustment Item Jnl. Template:  Specifies the item journal template used for inbound item quantity adjustments from the AGI WMS system.

 

Adjustment Item Jnl. Batch:  Specifies the item journal batch used for inbound item quantity adjustments from the AGI WMS system.

 

Adjustment No. Series:  Specifies the number series to be used to assign document numbers to the inbound item quantity adjustments transactions from the AGI WMS system.

 

Movement Reclass Jnl. Template:  Specifies the reclass journal template used for inbound pallet movement transactions from the AGI WMS system.

 

Movement Reclass Jnl. Batch:  Specifies the reclass journal batch used for inbound pallet movement transactions from the AGI WMS system.

 

Movement No. Series:  Specifies the number series to be used to assign document numbers to inbound pallet movement transactions from the AGI WMS system.

 

Web Service

 

Web is accessed from the Location List from Departments à Administration à IT Administration à Services à Web Services.


 

 

Note: This setup is normally completed by your implementer and is used to define inbound web service code unit that handles the inbound transactions from the AGI WMS system. Code unit 14012381 (WMS Inbound Transfers) needs to be properly configured and published. The SOAP URL will be required on the AGI WMS configuration.

  

Locations / Zones / Bins / Reason Codes

 

Locations, Zones and Bins need to be configured for AGI WMS integration. Detailed information for the configuration of these tables can be found in the specific overview documents for each. A quick reference of the AGI WMS related information is provided here as well.

Locations

 

The AGI WMS FastTab for the location is shown here provides the ability to specify the location’s setup when using the AGI Warehouse Management software.

 

 

Exclude from WMS: Check this box if this Location is not to be used with AGI WMS and all transactions for this location will be excluded from the interface with AGI WMS.

 

Include Posted Picks to WMS: Check this box if picks posted from within Ceres should be sent to AGI WMS.

 

Include in WMS Reconciliation: Ceres and AGI WMS perform a reconciliation to handle any discrepancies between the two systems. Checking this box will include this location in the process and the location will be reconciled.

 

Physical Invt. Jnl. Template: Specify the physical inventory journal template to use during the reconciliation process. This with the physical inventory journal batch determine where discrepancies found in the reconciliation process will be entered for review and processing.

 

Physical Invt. Jnl. Batch: Specify the physical inventory journal batch to use during the reconciliation process. This with the physical inventory journal template determine where discrepancies found in the reconciliation process will be entered for review and processing.

 

Physical Invt. No. Series: Specify the number series to be used to assign document numbers to the transactions generated by the reconciliation process.

 

Post Physical Invt. Reconciliation: Check this box if the reconciliation should be posted automatically. If left unchecked, the reconciliation journal will be created and left unposted. This allows for review and manual posting of the batch.

 

Zones

 

 

Exclude From WMS: This new field has been added to zones to enable/disable a specific zone from WMS integration.

Bins

 

 

Exclude From WMS: This new field has been added to bins to enable/disable a specific bin from WMS integration.

 

 

Reason Codes

 

 

Exclude From WMS: This new field has been added to reason codes to enable/disable specific reason codes from WMS integration.

 

Job Queue Setup

 

A Job Queue Entry is required to process certain transactions between the Ceres and AGI WMS system. Job Queues are normally configured by your implementer. The information is provided here for reference. Code Unit 14012382 (WMS Job Queue Handler) must be configured as a job queue entry. It is recommended that it be setup run a recurring schedule, every day at a relatively short delay (5-10 minutes).

 

 

Administration

 

During initial setup or when recommended to do so by Ceres support, it may be necessary to resend information from Ceres to the AGI WMS system. This can be done for Items, Bins, Inventory in Bins, and Inventory Picks. These options can be accessed from Departments à AGI Warehouse à Setup.

 

 

Queue Items

 

Use this process to resend all Items to the AGI WMS system or apply filters to send a subset of the Items.


 

Queue Bins

 

Use this process to resend all Bins to the AGI WMS system or apply filters to send a subset of the Bins.

 

Note: Only Bins in Locations configured for AGI WMS and not excluded will be sent.

 

 

Queue Inventory in Bins

 

Use this process to resend all Inventory in Bins to the AGI WMS.

 

Note: Only Inventory in Bins in Locations configured for AGI WMS and not excluded will be sent.

 

 

Queue Inventory Picks

 

Use this process to resend inventory picks to the AGI WMS. You will have the option to send all picks, those that have been previously sent, or those picks that have never been sent to AGI WMS. This is done by changing the Select Queue Option.

 

 

WMS Queue

 

The WMS Queue will show all transactions that have been queued to process but have not completed. This page will be blank when transactions are processing normally. Should it be necessary to troubleshoot transactions that are not processing this page will help you and the Ceres support team. The WMS Queue page can be accessed from Departments à AGI Warehouse à Execution à WMS Queue.

 

 

Here is an example of the queue with a transaction waiting to be processed.

 

 

From the Action Pane you can perform 3 different actions.

 

 

Reprocess Entry: This action will attempt to reprocess a transaction that is stuck or may have previously caused an error. The error message field will indicate what type of error occurred. Depending on the particular issue, it may not be possible to reprocess and entry.

 

Cancel and Archive: This action will essentially consider the transaction processed and move the entry to the archive queue. Care should be taken when utilizing this action.

 

Set Status to Pending: This action will reset the status to pending so that it may process during the next cycle of the job queue. It is similar to reprocessing except that the action will be performed by the job queue and not attempted immediately.


WMS Queue Archive

 

The WMS Queue Archive will show all previously sent transaction history. The WMS Queue Archive page can be accessed from Departments à AGI Warehouse à History à WMS Queue Archive.

 

 

Here is an example of the queue of processed or canceled and archive transactions. Clicking on a transaction will display the details in the sub form below.

 

 

Related Topics

  1. Agency Order Overview
  2. Inventory Picks
  3. Inventory Workflows
  4. Location Overview
  5. Zones Overview
  6. Bins Overview
  7. Warehouse Activity Plan and Default Bin Picking
  8. Warehouse Activity Plan - WAP
  9. Warehouse ADCS Processing
  10. Warehouse Put-Away Overview
  11. Warehouse Receipting Overview
  12. Job Queues

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