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The Transport Management System (TMS) is a DATASCOPE WMS module that will automatically integrate directly into external Shipping or TMS solutions. This is to ensure that your warehouse floor's process is fully integrated and automated.
This User Guide will focus on the licensing required, activating the module, and configuration to start using the module.
Licensing requirements
TMS Module Activation
Download TMS Services
Configure TMS Services
Start TMS Services
Setup TMS Plugins
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Prior to start using the TMS module there are certain steps to be followed to activate and configure this module. It is also important to note that once this module is activated, there might be certain blocks on associated modules, for example, Sales Order Release and Order Wave Release, as all orders will then require validation checks to pass within the TMS module.
Module Licensing
The Transport Management System (TMS) is a separate Module within the product. It must be licensed separately when purchasing the product.
Licensing is then based on our Named User module. Therefore, if you purchased 50 Named User licenses, you would get a 50-user TMS Module.
To confirm your licensing is correct:
On the DATASCOPE WMS Server, browse to the Licensing folder in your File Explorer.
It will be located under C: / DatascopeLicense / License.xml.
Open the License.xml file and search for TMS_INTEGRATION.
If you do not have TMS_INTEGRATION within your license file, then you are not licensed to use this. Contact your local DSP (DATASCOPE Solution Provider) to obtain the TMS_Integration License.
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This XML file cannot be edited, as tampering will lock Operators out of the system. |
TMS Module Activation
You must first update some System Settings to activate the TMS module.
On the Ribbon bar, go to Settings / System Settings. Search for the TMS System Name in the drop-down. Locate the SettingName TMS_INTEGRATION and update the SettingValue to Y. This setting determines whether the TMS is switched on.
Select Apply in the bottom right-hand corner to save your changes.
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Note: As soon as the TMS module is activated you might experience certain blocks on some associated module. For example, if you try to Release a pick slip (under Order Release / Sales Order Release) of an order whose address wasn’t validated successfully (it will have an Address Validation of ERROR – Invalid Address), you will get an error message. You cannot release the pick slip until the Address validation issue has been resolved. For more information on fixing Address validation errors, refer to the TMS Module – Out of the Box User Guide. |
As the TMS module looks at any open Sales Orders within SYSPRO, the TMS Order Query screen can be quite a long list of open orders. Therefore, another System Setting to take note of is the SHIP_DATE_FILTER. This will help you limit the data the service will process and how many orders will be displayed in the TMS Order Query data grid. This is typically useful when it is a very old Plant with many legacy orders you don’t necessarily want to display.
You can add a date in the SettingValue field, which will filter out orders for the Initial Rate Shop validation. Only orders with a ship date on or after the date will be processed.
Configuration
Once the TMS Module has been activated, it must be configured before you can use it. To start configuring you must download the TMS Service and configure that first.
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Note: You should already have this installed on your DATASCOPE WMS Server. For more information, refer to the System Manager User Guide. |
Download TMS Services
Open DATASCOPE WMS System Manager
Select 2. Download a Port/Upgrade
From the Download Filter drop-down, select Tools.
From the Download drop-down, select TMS Initial Order Rate Shop.msi
Select Next to download the Service.
SAVE AS the .msi file on the Server desktop.
Double-click to start run the .msi file.
Select Next
Select Next, again.
Select Yes.
Select Close.
Next, you must configure the Service.
Configure TMS Services
To configure the TMS Services, you must open DATASCOPE WMS System Manager.
Open DATASCOPE WMS System Manager
Select 5. Services
Select the Initial Order Rate Shop tick box.
Select Next
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Note: Any changes to Services will only take effect after the Service has been restarted again. |
Update the Poll Delay to 30 (seconds) – this is how long it will take for the service to run every time.
Add the Operator Details
The Queue Reader screen will open. Select Next
The Pickface Replen screen will open. Click Next.
The TMS Service will now be configured and must be restarted again.
Start TMS Services
From the Window Search, you can search for Services.
Once the Service window is open, you will have to search for the DATASCOPE WMS TMS Initial Order Rate Shop Service.
Right-click on the Service and select Start.
The Service must be running to work.
Set up TMS Plugins
Most of the logic within the TMS module is based on plugins, and not core code. This is because we deal with external cloud-based solutions (ProShip, Logistyx, FreightPOP, etc.) via our plugins, and these external TMS systems integrate with FedEx, UPS, USPS, and other Carriers.
This is required as each external cloud-based TMS solution uses different parameters; therefore, depending on your 3rd partyTMS, the plugins must be configured accordingly.
The initial validation process requires the first three plugins that must be configured.
Type | Plugin Name | Interface | Module | Linked Action |
TMS | ITMSAddressValidation | · TMS Initial Order Rate Shop Service | Address Validation Step | |
TMS | ITMSIRateShop | · TMS Initial Order Rate Shop Service | Rate Shop Step | |
TMS | ITMSSetType | · TMS Initial Order Rate Shop Service | Set Type Step |
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Note: To customize these plugins, you must have an active cloud based TMS running to integrate with. Otherwise, the Initial Rate Shop plugin that integrates with the cloud based TMS will not work. |
Open DATASCOPE WMS
From the Main Menu, browse to System Setup / Plugin Customization / Plugin Configuration
The Plugin Configuration screen will open.
All configurations for plugins happen on this screen. This is where a specific plugin (the developed .dll file) will be linked to a specific process in the system.
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Note: Please refer to the Custom Plugin – Building a plugin User Guide on how to develop the .dll file. The link can be restricted to DATASCOPE Solution Providers and Internal staff ONLY. |
Setting up the TMS Set Type Plugin
The shipment type validation is required to determine whether it is an LTL, FTL or Small Parcel shipment. This validation is based on specific rules, which must be developed within this plugin.
Select the Plugin Name drop-down to select the TMS Set Type processes to link a plugin to.
Enter a display name for the configuration in the Display Name field.
Select Tab
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Note: You will stand on the Misc / Action part of the data grid. Tab off that without selecting. |
The Plugin Details data grid will load with information about the specific plugin.
The next step is to enter the file name, which is the compiled DLL the developer must create, in the DII FileName field.
A developer will have to create a new .dll file with the rules to determine the type of order.
These .dll files must first be saved in the DATASCOPE WMS server under C: / Program Files (x86) / DATASCOPE / DATASCOPE WMS WebAPI / Plugins folder before they can be used.
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For more information on creating DLLs, refer to Custom Plugin Building a Plugin. The link can be restricted to DATASCOPE Solution Providers and Internal staff ONLY. |
Setting up the TMS Address Validation Plugin
The same process as for the TMS Set type plugin must be followed. Accept this .dll must validate the Ship Address by using the information captured in SYSPRO.
Setting up the TMS Initial Rate Shop Plugin
The same process as for the TMS Address Validation plugin must be followed. Accept this .dll must connect with the cloud based external TMS to get the Initial Rate Shop data. This plugin will look at the Ship Via field within SYSPRO (under the Sales Order Maintenance screen), and depending on the code added (i.e., BWP, BWT, etc) it will return the Rate Shop feedback.
The logic within the default plugin is to always return the cheapest carrier. This can however be customized according to your needs.
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Note: For more information on customizing plugins, refer to Plugin Customization User Guides.The link can be restricted to DATASCOPE Solution Providers and Internal staff ONLY. |
Other Plugins
The TMS module works with several Plugins to integrate with 3rd party TMS systems. Other plugins will be discussed in more detail in the TMS Out of the Box User Guide.