Warehouse Integration Role Centre Tiles

Understand the Role Centre tiles that track integration activity.

Certain Role Centres have the Warehouse Integration Activity section added. This provides a quick overview of the primary actions in sending, receiving, and processing third-party warehouse documents.

Role Centre showing Warehouse Integration Activity tiles

Prerequisites

Warehouse Integration extension installed.

Appropriate Role Centre set.

Role Centres

The activities section has been added to the following Role Centres:

• Bevica
• Bevica Finance
• Bevica Operations
• Business Manager
• Inventory Manager
• Purchasing Agent
• Sales Order Processor

Note

The activities section appears at the very bottom of the page, it can be moved using Personalisation.

Tiles

Section	Tile Name	Note
	Location(s)	Lists the Locations being managed by Warehouse Integration
Goods-out	Ready Sales Orders	Displays sales orders with errored, cancelled, or no warehouse outbound requests. The Shipment Date is also filtered using the date formula provided by 'Shipment Date Calc.' if it is populated, or as '..today' if it is not. See Tile Filters below
	Sent Today Sales Order Requests	Displays sales orders with Outbound Requests sent today
	Ready Transfer Orders	Displays transfer orders with errored, cancelled, or no warehouse outbound requests. The Shipment Date is also filtered using the date formula provided by 'Shipment Date Calc.' if it is populated, or as '..today' if it is not. See Tile Filters below
	Sent Today TOrder Shipment Requests	Displays transfer orders with Outbound Requests sent today
Item Reconciliation	Last Item Reconciliation	Displays the number of days since the last Item Reconciliation Batch was created
	Item Recon. Discrepancies	Displays the number of discrepancy lines on the last Item Reconciliation Batch
File Requests	Error Outbound Requests	Displays outbound requests for sales orders and transfer orders that have failed (status is Error on Generating or Error on Sending)
	Pending Outbound Request	Displays outbound requests for sales orders and transfer orders where the status is Pending

Tile Filters

You can set date filters to make tiles more useful. Select the drilldown by the Warehouse Integration title, then Tile Filter Management.

Tile Filter Management page for Warehouse Integration activity cues

The page has the following fields:

• Shipment Date Calc. This impacts 'Ready Sales Orders' and 'Ready Transfer Orders' tiles. It will apply a filter to the Shipment Date on the sales orders and transfer orders, the filter will be 'all dates up to and including today's date plus this date formula'. For example, if you set this to 1W and today's date is 01/01/25, it would set the Shipment Date filter to ..08/01/25. If the Shipment Date Calc. is not populated the Shipment Date filter would be ..01/01/25.

The dropdown menu also lets you:

• Set up Cues tile colour indicator. You can set the thresholds and the indicator. See Set up coloured indicator on cues
• Open the Shipping Agent Planning Worksheet (Sales) page, see Shipping Agent Planning Worksheet (Sales)