Transportation Operational Planning - Download and Upload Deliveries

Outcome

• Settings for downloading and uploading are defined.
• Downloaded and uploaded deliveries are created and executed.

• Downloaded and uploaded message headers are stored in the MYOPIH file.
• Downloaded deliveries are stored in the MYOPID file.
• Uploaded deliveries are stored in the MYOPIU file.

Deliveries are selected and downloaded to an interface layer. An external system, such as a route optimization system, can retrieve the deliveries and replan them. They can then be uploaded to M3 BE by the route optimization system and the changes will update the M3 core tables.

Before you start

• A delivery, MHDISH, must be created.
• If you are scheduling the downloads, M3 Job Scheduler must be configured. See Administrator's Guide M3 Java Job Scheduler.

Outline

Download a delivery

1. Start 'Delivery. Open Toolbox' (MWS410). To download the selected delivery, select option 54='Download'.

   It can be added to an existing message with other downloaded deliveries, or it can create a new message.

2. On the (MWS410/F) panel, you can display the integration status and message number for the downloaded delivery.

Make a manual selection of deliveries and download deliveries from the delivery toolbox

1. Start 'Delivery. Open Toolbox' (MWS410).
2. Prepare you selection of deliveries using function key F17.
3. Refine your selection by using option 22='Select/Deselect' to further exclude or re-include deliveries.
4. Press function key F11 Download all deliveries.
5. On the (MWS410/L) panel, choose the partner as defined in (MMS865). Select an existing message to add the deliveries with other downloaded deliveries, or let the message number blank to create a new message. Click Next.
6. On the (MWS410/F) panel you can display the integration status and message number for the downloaded deliveries. One or several messages may have been created; depending on the partner setup and the deliveries in the selection, deliveries have been downloaded into one message per warehouse or one message per place of load.

   This method is only valid for a partner setup with the Download delivery field set to 1-' Yes per warehouse', or 2-'Yes per place of load'.

Make a standard selection of deliveries per warehouse and download deliveries

(MYS410) is used to select deliveries for downloading. Different criteria such as warehouse, date, and dispatch policy, can be specified. To simplify when the same selection criteria is used every time, you can define a selection set in (MYS411).

1. Start 'Delivery. Select Downloads' (MYS410/E). Select the partner (a valid partner, in (MMS865)) and warehouse. You can also specify a selection set. Press F4. 'Selection Sets. Define' (MWS411) is started. Define a selection set on the B panel.
2. Open the (MWS410/F) panel.

   Values on this panel will be retrieved from the selection set (MYS411) if a selection set is specified on the E panel. Otherwise, there will be no values in the entry fields. On the F panel, you can also override values that were retrieved from the selection set.

3. Press Enter. The download delivery is created.

   This method is only valid for a partner setup with Download delivery field set to 1-'Yes per warehouse'.

Schedule the downloading using the M3 Job Scheduler

The M3 Job Scheduler allows standard M3 reporting or batch functions to run automatically according to a schedule. This function can be used for automatic downloads.

These steps provide an overview of the workflow for setting up job scheduling and running the schedule:

1. Define job scheduling category in 'Job Schedule Category. Open' (SHS050).
2. Define job scheduling function in 'Job Schedule Function. Open' (SHS030).
3. Define job scheduling programs in 'Job Schedule Program. Open' (SHS031).
4. Define job scheduling fields in 'Job Schedule Field. Open' (SHS035).
5. Schedule function in 'Job Schedule Information. Open' (SHS230) (SHS231).
6. Change or delete function schedule in 'Job Schedule Entry. Update' (SHS010).

   This method is only valid for a partner setup with the Download delivery field set to 1-'Yes per warehouse'.

Display downloaded messages and deliveries

1. Start 'Transport Operation Planning. Open' (MYS450). Select the partner.
2. You can display the lowest and highest status for a message. These alternatives are valid for download:

   10='Download' - Download record created

   20='Download' - Downloaded to an external system and also retrieved by the external system

   91='Download/Upload' - Closed, no update

   99='Download' - Deleted *)

   *) Status 99 is only valid for downloaded records. Uploaded records are just deleted and will not get status 99.

3. Options on the (MYS450/B) panel:
   • Option 2='Change' is only valid when the highest status is 10 (not downloaded)
   • Option 4='Delete' is only valid when highest status is 10 (not downloaded) or lowest status is 90 (executed)
   • Option 11='Deliveries download' displays the deliveries included in the message (MWS451)
   • Option 26='Close message' sets status to 91='Download/Upload - Closed, no update'
   • Option 31='Set status' to 20 on the header and all linked deliveries to simulate that the message has been retrieved by the external system (Only possible for records in status 10).
   • Option 32='Reset status' resets status to'10' on the header and all linked deliveries to facilitate download again (Only possible for records in status 20).
4. The E panel displays details about a message header.
5. To display details about the deliveries connected to a message, select option 11='Deliveries download'. 'Downloaded Deliveries. Open' (MYS451) is started.
6. The (MYS451/B) panel displays the downloaded deliveries and their status (see status on step 2 above).
   • Option 26='Close message' sets status to 91='Download/Upload - Closed', no update.
   • Option 31='Set status' to 20 on the header and all linked deliveries to simulate that the message has been downloaded.
   • Option 32='Reset status to 10' on the header and all linked deliveries to facilitate download again.
7. The E, F, and G panels display detailed information about a downloaded delivery.
   Note: The place of load is always populated on (MYS450) message header. The warehouse can be blank on (MYS450) message header, if the deliveries connected in (MYS451) belong to different warehouses.

Use API to get the downloaded deliveries

A set of APIs can be used by an external system to extract the list and details of deliveries downloaded and update the status to 20='Dely downloaded'.

Upload operational planning

Display and upload message and delivery

1. Start 'Transportation Operation Planning. Open' (MYS450).
2. You can display the lowest and highest status for a message. These alternatives are valid for uploads:
   • 30='Upload - Upload record created'
   • 45='Upload - Error found during validation by M3 BE'
   • 90='Upload - Executed, no errors'. M3 BE is updated.
   • 91='Download/Upload - Closed, no update'
3. The E panel displays details about a message header.
4. To display details about the deliveries connected to a message, select option 12='Deliveries upload'. 'Uploaded Deliveries. Open' (MYS453) is started.
5. The (MYS453/B) panel displays the deliveries connected to a message and the status. You can select a certain delivery for upload, select option 21='Execute'.

   Deliveries with these statuses can be uploaded:

   30='Upload - Upload record created'

   45='Upload - Error found during validation by M3 BE'

6. The E, F, and G panels display detailed information about a delivery.
7. You can also manually create a delivery that is connected to a message on the (MYS453/A) panel.

Parameters to set