Warehouse Pre-Advice Integration

Send purchase pre-advices to the warehouse for planned receipts.

Bevica's Pre-Advice Integration allows you to send purchase and sales return order details to your warehouse in advance of their receipt date. This helps the warehouse manage orders more efficiently and can later automate the receipting process in Bevica.

Note

This service is only available with Vision managed warehouses (LCB, Vinotheque, Lanchester, EHD, and Coterie Vaults).

Prerequisites

Account with a Vision managed warehouse: LCB, Vinotheque, Lanchester, EHD, Coterie Vaults.

Warehouse Outbound Document Integration has been set up. See Warehouse Outbound Document Integration.

Vision managed warehouses

Bevica utilises the Goods Received file provided by Vision. Notes from the Vision Help files:

Vision EDI has the ability to accept Pre-Advice notifications from customers, this may more commonly be known as the customers “Purchases” from suppliers or “Purchase Orders”. The facility allows the transmission of pre-advice information in advance of the goods arriving thus allowing the warehouse to plan resources more efficiently and effectively. A by-product of this is the timely receipt of goods when they arrive at the warehouse and the establishment of a single source for all information, such as product description and information.

For full information and limitations see here: 1201 Pre-Advices (PA).

Warehouse Pre-Advice API Setup

See Setting up Communication Engine for Vision Pre-Advices for details on how to complete the setup to send pre-advices to Vision via the API.

Managing Purchase Orders

Pre-Advice requests can be sent on 'Release' or directly from the Purchase Order.

• To send on 'Release' see Warehouse Integration Setup.
• To send manually, navigate to your specific purchase order and select: Actions, Warehouse, Add Request. This creates an Outbound Request record. Existing request records can be removed from this option too. Requests can be Removed from the same ribbon option menu.

The Request Status field lets you know where the purchase order is in the warehouse integration process, it can be used for filtering. See also Warehouse Integration Role Centre Tiles.

Note

In order to correctly display the 'Expected No of Cases' and 'Expected No of Lines' on your file to Vision, the Purchase Order must be placed using the items Purchase Unit of Measure which is set up from the Item Card. If an alternative Unit of Measure is used which does not match the item's Purchase UOM, Bevica cannot calculate the expected quantity for the Vision file. More information on Units of Measure can be found here.

Managing Sales Return Orders

Pre-Advice requests can be sent on 'Release' or directly from the Sales Return Order.

• To send on 'Release' see Warehouse Integration Setup.
• To send manually, navigate to your specific sales return order and select: Actions, Warehouse, Add Request. This creates an Outbound Request record. Existing request records can be removed from this option too. Requests can be Removed from the same ribbon option menu.

Note

If the goods require collection by the warehouse, the 'Whse Collection Req.' flag must be set on the Sales Return Order. This flag will amend the document type in the file to inform the warehouse of the collection. If the flag is not set, the warehouse will treat this as an inbound delivery.

The Request Status field lets you know where the sales return order is in the warehouse integration process, it can be used for filtering. See also Warehouse Integration Role Centre Tiles.

Note

On Inbound Vision Request Files, the SinglesPerUnit field must be populated with the case quantity. Where the line is set to a base UoM, Bevica will calculate this field based on the items Sales Unit of Measure. If this is not set to a case UoM, the items Reporting Unit of Measure should be populated with the case UoM to ensure this field is correctly displayed for Vision Warehouses. More information on Units of Measure can be found here.

Warehouse Collections

In order to properly communicate warehouse collections for your Sales Return Orders, there is a 'Whse. Collection Req.' flag. This flag can be toggled on or off in the Warehouse Integration tab found in the following places:

• Customer Card
• Ship-to Addresses
• On the Sales Return Order

The Sales Return Order will set the toggle by default from the values from the Ship-to Address, or in the absence of a Ship-to Address, this will default to the value from the Customer Card. This can be changed manually from the Sales Return Order if required.