Event Based Document Control

This document explains the concept of Event Based Document Control (EDC).

Note: This document does not explain the concept of TEI (Transportation Execution Interface) which use the EDC functionality for creating documents. This is explained in the TEI documentation.

The overall purpose with EDC is to be able to have certain documents produced at the appropriate time with no user intervention.

Documents are printed automatically when certain events occur. The valid events are:

  • Picking list or a group of picking lists are created (pick list has status 40=Ready for reporting, or greater)
  • Delivery is issued (delivery has status 60= Fully reported, or greater)
  • Shipment is issued and the deadline has passed (shipment has status 60/60=Shipment reported).

Outcome

A document is produced when a given event occurs. The document media is defined (printed, sent by mail etc) and also if the document should be produced immediately (synchronous) or sent to a queue and produced later, via an auto start job (asynchronous). The reason for sending the job to a job queue is to gain performance in M3.

EDC can be used in the dispatch flow to produce:

  • Picking list
  • Address label
  • Package label
  • Delivery note
  • Dispatch advice
  • Loading list
  • Unloading list

The following files are affected:

  • CREVNT – Document Events

    This file contains a list of the events to which documents can be attached for automatic creation and printing.

  • MDOCEV – Event Controlled Documents

    This file is used to define that when a given event occurs, and the context matches the stored object values, the defined list of documents/variants will be produced according to the corresponding media definition.

  • MDOCEO - Documents to produce for an Event Occurrence

    This file will store all data needed to produce any of the triggered documents for a given event occurrence, when the document is to be produced synchronously.

Before you start

Overview

  • Various documents can be produced automatically when various events occur, for example
    • Delivery Note when the delivery is issued
    • Address label when Picking Lists are released
    • Loading list when shipment is issued and past deadline
Note:  There are more documents that can be produced, which are only used together with TEI. These are described in the TEI documentation.
  • Documents can be produced using specific media controls
  • Documents may be produced synchronously or asynchronously
    • Synchronously means wait until the document has been produced before doing the next task on the computer.
    • Asynchronously means the document will be sent to a queue and produced by an auto start job. The reason for sending the job to a job queue is to gain performance in M3.

      A batch job can also be a part of a mainly interactive job, where the interactive part submits the batch part with specific settings attached to it. The batch job performs in that way as an extension of the interactive environment, to obtain better performance in the time-critical operations

Valid events

Note: The events, below, are valid when you don’t use the TEI functionality. If you use the TEI functionality there are more events that can be used. These are described in the TEI documentation.
  • RELEASE_PICK This event occurs when a picking list or group of picking lists is created after a delivery is released for pick. Note that this event may occur more than once depending on the closing point of the delivery. The event applies to pick lists that attain a status of 40= Ready for reporting, or greater for the first time. This means that the event is deemed to have occurred for picking lists going through pick resource planning only after release from pick resource planning. This event occurs after packing has been done.
  • DELIVERY_ISSUED This event occurs when the status of a delivery becomes greater than or equal to 60=Delivery fully reported.
  • SHIPMENT_ISSUED This event occurs when a shipment is in status 60/60=Shipment reported AND the shipment deadline has passed. That is, when all deliveries within the shipment are fully issued and no more deliveries may be automatically added to the shipment.

Valid documents

Note: The documents, below, are valid when you don’t use the TEI functionality. If you use the TEI functionality there are more documents that can be used. These are described in the TEI documentation.

The document that may be triggered for each of these events is as follows:

Event Allowed documents Scope
RELEASE_PICK

Picking list (120)

Address labels (913)

Package labels (912)

Range of Pick List Suffixes for a Delivery
DELIVERY_ISSUED

Delivery Note (900)

Dispatch Advice (901)

Address labels (913)

Package labels (912)

Delivery
SHIPMENT_ISSUED

Loading list (909/00)

Unloading list (909/01)

Dispatch Advice (901)

Delivery Note (900)

Shipment

In ‘Event.Open’ (CRS019) you can display all valid events and documents allowed for them.

Examples

Examples of EDC might be:

  • When a pick list has been created and packed in warehouse xxx, for zone yy and warehouse equipment zz, a picking list document of label format should be printed on device PRINTER1.
  • When a shipment for route 123 in warehouse xxx has been completely picked, and the deadline for the shipment has passed, the loading and unloading list documents should be printed on device PRINTER2.
  • When all of a delivery for loading dock DOCK01 in warehouse xxx has been fully issued the delivery note document should be produced in package based format and sent to xyz@an.address.com as a PDF file.

Example of setup for delivery process documents

Example Event Controlling values Printing documents
When picking list is released, if warehouse 005 equipment is forklift, zone is dry goods. Release Pick

Warehouse = 005

Equipment = fork lift

Zone = dry goods

Picking List (Label)
If sending on our own trucks, print loading/unloading list, no transport labels required. Shipment Issued Carrier = our own trucks Loading/ Unloading List
If customer 002344, order type AH1, then print package oriented delivery note. Delivery Issued

Customer = 002344

Order Type = AH1

Delivery Note
Settings in M3 BE for each project Default documents