The following list identifies the various types of upload files processed by WM20:

• Order Transfer Confirmation - WM20 compares the number of lines received by the Accellos server to the number of lines sent by PFE. Any discrepancies are reported in WM21.

• Order Pick Quantities - WM20 creates an invoice reflecting the quantities picked. This invoice can be reviewed or modified in Enter Inv/Direct Bills/Credits (IN41) and printed and updated the same as any other invoice.

• "Waved" Orders - WM20 locks the order in PFE so that the order cannot be modified or cancelled. Orders are waved in Accellos when the order pick information is transmitted from the Accellos server to the handheld units in the warehouse. The Accellos server rejects any downloads from PFE for waved orders. That is, cancellations and modifications to a waved order are rejected.

• "Unwaved" Orders - WM20 unlocks the order in PFE so that the order can be modified or cancelled. Orders are unwaved in the Warehouse Management Order screen (also known as the "Dispatch" screen).

• PO Transfer Confirmations - WM20 compares the number of lines received by the Accellos server to the number of lines sent by PFE. Any discrepancies are reported in WM21.

• PO Lock Requests - WM20 locks the PO in PFE, preventing it from being modified or cancelled. The Accellos server sends a PO lock request when receiving is started on the PO.

• PO Quantities Received - WM20 saves these quantities. When the purchase order is received in Enter Receipts/In-Transits (PO60), the PFE PO quantities received are automatically set to the quantities received by Accellos. You may not modify these quantities within PFE. The same thing occurs with receiving in-transit PO items in Receive In-Transit To Stock (PO63). Once Accellos has uploaded a PO, that PO is closed in Accellos. When you run PO64 it downloads any PO lines not yet received to Accellos.

• RMA Quantities Received - WM20 generates a credit note for the RMA. You can make changes to the credit note in IN41.

• Adjustments - WM20 checks the adjustment relationships created in WM01 to see if the adjustment is to be uploaded. If an adjustment is required in Enterprise then one is automatically created, similar to an adjustment manually entered in Enter Inventory Adjustments (IC50). The adjustments must be printed and the G/L updated from the Print Stock Adjustments Report (IC51).

Note: For best results, you should leave WM20 running throughout the entire business day to minimize any delay in the exchange of information between the Accellos and PFE systems. The only exception is when you are completing the invoice cycle (IN42/IN43/IN44). In this case we recommend that you do one of the following:

1. Turn WM20 off altogether.
2. Restart WM20 with the 'Pick Confirmations' checkbox cleared while invoices are printed. This way you get a clean cut/batch of invoices to print/update. By restarting WM20 with only the Pick Confirmations checkbox cleared, WM20 can continue to process receiving, adjustments and transfer confirmations. This gives you a better exchange of information between the Accellos server and PFE.

The upload directory is located on the PFE server directory specified in the 'Upload Directory' field on the Warehouse Management Interface folder of Company Control Initialization (CC00). This directory is where your Accellos upload files are kept prior to being processed in Enterprise. The Accellos files in the upload directory have sequential numeric extensions (e.g., .001, .002, .003).

After PFE processes the upload files it moves them to a PFE server archive directory named WMyyyymmdd, where yyyy = current year, mm = current month, and dd=current day (e.g., WM20100619 for June 19th, 2014). This directory is also used in the download process (see Using Warehouse Management, Transferring Files Between Enterprise and Warehouse Management). A new WMyyyymmdd directory is created for each day that there is an upload to Enterprise. You can delete the older directories periodically by running WM89 Purge Archived Transfer Files.

The following list defines every field in WM20:

• When you open WM20, the Warehouse Selection window opens.
  • Select the Accellos warehouse and click OK.

  • Once you select the warehouse, the following message displays: "GL & movement posting date is MMMDD/YY. Do you wish to continue? Yes/No" if the Print Stock Adjustments Report (IC51/WM29) program has not been processed. The GL posting date applies to uploading miscellaneous adjustments only. The posting date does not affect invoice posting dates.
    • If the date is correct then select the Yes to run WM20. If the date is incorrect, select No to cancel the WM20 run.

    Note: To change the date, run and accept IC51 or WM29 (these two PFE menu selections run the same program). When you rerun WM20, the message now displays the GL and movement posting date in an input field so you can change it.

• WM20 opens and PFE will process only specified Accellos information whenever a new upload file is received on the PFE server. Choose the information you want to process by selecting the corresponding check box.

  The following options are available:

  • Pick Confirmations - select the Pick Confirmations check box to process order pick quantities automatically in PFE.

  • Receipts/RMA’s - select the Receipts/RMAs check box to process Receipts and RMAs automatically in PFE.

  • Adjustments/Returns - select the Adjustments/Returns check box to process Adjustments and Returns automatically in PFE.

  • Transfer Confirmations - the Transfer Confirmations check box is always selected, so acknowledgements of downloads to Accellos are always processed in PFE.

Once you have selected the desired check boxes select the Start Upload button to begin the upload process.

^{Accellos Upload Autoprocess (WM20)}