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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.

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Confirm Licensing

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.

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.

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Update TMS_INTEGRATION to Y(es) to start use the module.

• Select Apply in the bottom right-hand corner to save your changes.

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.

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

• 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 3^rd partyTMS, the plugins must be configured accordingly.

The initial validation process requires the first three plugins that must be configured.

• 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.

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

• 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.

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.

Other Plugins

The TMS module works with several Plugins to integrate with 3^rd party TMS systems. Other plugins will be discussed in more detail in the TMS Out of the Box User Guide.