BISCIT Delivery Planning - User Guide

Overview

BISCIT Delivery Planning (BDP) is the final piece in the puzzle sitting between Epicor Kinetic Warehouse (EKW) and Proof of Delivery (POD). BDP offers proactive planning and end to end visibility from order to delivery.

The drag and drop functionality allows users to react to changing priorities quickly enhancing your planning capabilities. Increased visibility promotes earlier planning, optimizing logistics resources for greater efficiency. Consequently, it elevates the customer service experience by ensuring timely deliveries, every time.

With route optimization and seamless integration with EKW’s Delivery Staging feature, this enables your team to strategically load customer shipments onto delivery vehicles in reverse delivery sequence unlocking unprecedented efficiencies and streamlining your distribution operations.

As it is fully integrated to POD, it ensures that delivery instructions and optimized routes are effortlessly communicated. POD’s capture of ‘sign on glass’ signatures and images provide a seamless and efficient delivery confirmation experience.

BDP is purpose built for Epicor Kinetic, with real time integration resulting in a singular, reliable source of truth, ensuring data consistency and integrity across your operations.

General Information

Setting Up IDP Login for the BDP Application

To configure IDP login for the BDP application, follow these steps:

1. Access Epicor Login

   • Go to https://login.epicor.com/.

   • Log in and navigate to the Admin section.

2. Manage Applications

   • Click Manage Apps in the Apps section of the Admin page.

3. Edit the Target Application

   • Locate the application you need to log in to.

   • Click the three dots (⋮) to the right and select Edit.

4. Verify Reply URIs

   • Under Reply URIs, ensure the following URIs are registered:

     • https://bdp-pilot.biscit.com

     • https://bdp-beta.biscit.com

     • https://bdp.biscit.com

     • Users that have BDP embedded in their Epicor environment: Please insert the URL of your Epicor site as well, for example, if I have my BDP embedded on environment: https://myepicorenv.biscit.co/Kinetic/Home, I will place https://myepicorenv.co exactly like that in the Reply URIs, same applies for the use of this URL in step 6.

5. Enable Advanced Mode

   • In the top-right corner, click Advanced Mode.

   • Go to the Registered URIs section.

6. Check Logon and CORS Tabs

   • Ensure the Logon and CORS tabs contain the same URIs listed in step 4.

Following these steps will ensure proper IDP login configuration for the BDP application.

DispatchPortalGroup Information

Getting Started

1. Go to https://bdp.biscit.com . For Demo please use the link below:

1. Agree to the Terms of Service.

2. Enter Epicor server name and click Continue.

3. Enter User Name and Password.

4. Select Company and Site.

5. Click Log in.

1. A pop up will appear saying the install has been successful.

   1. Click OK, and the browser window will automatically close.

   2. Continue to Step 8.

2. Regenerate the Epicor Data Model for your Epicor environment.

3. Refresh Epicor application pool.

10. Log into Epicor and open the Conversion Workbench and run Conversion 210.

11. Refresh the Epicor application pool.

12. Log in to BDP to complete automated setup steps now that the services exist.

Epicor Checks

1. Open Site Maintenance.

1. Open User Account Security Maintenance and add users to the DispatchPortalGroup security group that has been automatically created during installation.

1. Ensure that users that are going to be accessing the BDP have access to user data within your Epicor environment.

How to create Data in BDP

Creating sales order data:

1. Go to the Epicor instance you are connecting to (either the client or via the web browser).

2. Search for and select the Order Entry module.

3. Once opened, select the New button to create a New Order.

4. Enter in the following details:

customer, need by and ship by date, and then click save. This will give you an order number

1. In the Lines page and the Detail section and click on the New button to create a new line.

2. Enter in the part and the quantity, and click on the Save button.

1. Select the Ready to fulfill checkbox and on the Save button.

1. The order will be seen in BDP.

Creating transfer order data

1. Go to the Epicor instance you are connecting to (either the client or via the web browser).

2. Search for and select Transfer Order Entry module.

3. Click the new button and enter from site.

1. Click on the save button.

1. Go to the Line Details section and click the New button to create a line.

2. Complete the following details:

1. Click on the Save Button.

Creating Miscellaneous Shipment data

1. Go to the Epicor instance you are connecting to (either the client or via the web browser).

2. Search for and select Miscellaneous Shipment Entry module.

3. Click the new pack button.

4. At a minimum, enter in the ship date and the ship to information on the header details and click save.

1. In the left-hand menu, click Shipment Lines. Add at least a valid Part Number and the Quantity to be shipped, then click Save.

1. Once the shipment details are confirmed, return to the Header section. In the General Shipping Comments field, enter the text "BDP". This will be the trigger that sends the shipment to the BDP.

1. Click on the Save Button.

The order should now display in BDP

Creating Return Material Authorization data

1. Go to the Epicor instance you are connecting to (either the client or via the web browser).

2. Search for and select the Return Material Authorization module.

3. Click the New RMA button.

4. At a minimum, enter in the RMA date and the customer on the RMA header details and click save.

1. Go to RMA Line Details and add a part, reason code and a quantity at a minimum and click save.

1. Once the RMA details are confirmed, return to the RMA Header section. In the RMA Comments field, enter the text "BDP" This will be the trigger that sends the shipment to the BDP.

1. Click on the Save Button.

Login

1. Type in the BDP web address (https://bdp.biscit.com ) into the browser Address field, and hit ENTER.

2. Read the Terms of Service.

3. Once read and understood toggle the I accept switch to the right and click on Continue.

1. In the Server field, type in the license server url and click on Continue.

1. Enter the user credentials in the respective User Name and Password fields.

1. Click Login.

2. In the Company Configuration screen, choose the appropriate Company and Plant from the drop-down and click on Log In.

1. Once logged in, the user will be redirected to the BDP Home screen, where the Dispatch Board is also located.

a. Clicking on the Advanced Filter button allows the user to search using the following parameters:

1. Order Number

2. Customer Name

3. Part Number

b. The Advanced Filter button will appear to be highlighted in orange if a parameter has been selected.

c. The search parameters can be cleared by clicking the Clear button.

Moving Orders

Users can move orders on the dispatch board using one of three methods:

Drag and Drop

To move orders using drag-and-drop:

• Ensure the Group By filter is set to Route view.

• For assigned orders, expand the route card, then drag and drop the order to a new route or date.

• Unassigned orders can be moved without additional steps—simply grab the item from the left side of the card and drag it to the desired route or date.

• Dragging and dropping orders works at delivery level, meaning it will move all orders in a delivery.

Assign Route Button

Alternatively, users can assign orders using the Assign Route button:

• Click the Assign Route button on the right side of the order card.

• Select the desired route and date.

• Click Assign to confirm the changes.

• You are able to assign whole routes at the top level of the card, or you can assign separate deliveries to new routes / dates as shown below when drilled down into the card.

• This view is available on the route view and the plant view, please note the plant view is a summarised version of the board and will only allow you to use this button at route level.

Run Page

Users can also move orders via the Run Page:

• Click the order card to open the Run Page.

• Click the pencil icon on a delivery card to view all order releases assigned to that run.

• Select the lines/releases you wish to move.

• Click Assign, and the selected order lines and releases will be reassigned automatically.

• Once the page is opened, you are then able to move releases as a whole order, or by separate releases, as shown below

These methods provide a seamless and efficient way to manage order assignments.

Comments

The BDP application allows users to add comments seamlessly across two key areas: the Run page and the Dispatch Board. These features enable effective communication and collaboration, helping users document, share, and reference important information directly within the application.

Notes

You can access and edit two types of notes within the Dispatch Board: internal run notes and daily notes. Internal run notes provide a way to document specific details about a run, while daily notes allow users to add comments about a particular day or even a range of days, offering greater flexibility for planning and communication.

Internal Notes

a. On the BDP Home screen, click on the comment box against a run.

b. An ‘Internal Note’ text box will appear that will allow the user to add a note against a run, once the note is complete, click save.

c. Once saved, the board will refresh and the note will be orange, indicating that there is an internal note against the run.

Daily Notes

a. On the BDP Home screen, click on the comment box against a day.

b. A comment modal will appear, allowing the user to specify a start date (the first day the note will apply), an end date (the final day the note will apply), and a note section to add details for a specific day or range of days. Click save once complete, and the board will refresh, and the selected dates with the note added will appear orange to specify that there is a note on that day.

Run Page

a. On the BDP Home screen, select a Run to view it.

b. Click on the notes icon within a run to view the Internal Notes.

c. In the Internal Notes view, note the intended comments that a dispatcher will need while making their delivery.

Example 1:

Example 2:

c. Notes made under the Internal Notes will be noted as well in any packs under that run in EPICOR.

Vehicle Management

Adding a new Truck

a. In the Trucks page, click on New Truck to initiate the creation of a new truck.

b. In the New Truck screen, input all the appropriate information to create the new truck.

c. Click on Create New Truck.

Editing a Truck

a. In the Trucks page, click on pencil icon beside a truck listing and edit the necessary information in the fields.

c. Once done editing, click on Update.

d. An existing truck can also be deleted.

e. Click on Delete Truck to delete an existing truck.

Adding Trailers

a. In the Trailers page, click on New Trailers to initiate the creation of a new trailers.

b. In the New Trailers screen, input all the appropriate information to create the new trailers.

c. Click on Create New Trailers.

Editing Trailers

a. In the Trailers page, click on pencil icon beside a trailers listing and edit the necessary information in the fields.

c. Once done editing, click on Update.

d. An existing trailer can also be deleted.

e. Click on Delete Trailer to delete an existing trailer.

Adding new Forklifts

a. In the Forklifts page, click on New Forklifts to initiate the creation of a new forklifts.

b. In the New Forklifts screen, input all the appropriate information to create the new forklifts.

c. Click on Create New Forklifts .

Editing existing Forklifts

a. In the Forklifts page, click on pencil icon beside a forklifts listing and edit the necessary information in the fields.

c. Once done editing, click on Update.

d. An existing trailer can also be deleted.

e. Click on Delete Forklifts to delete an existing trailer.

Route Management

Creating a new route.

a. In the Route Management page, click on the New Route to initiate the creation of a new route.

b. In the New Route screen, input all the appropriate information to create the new route.

c. Click on Create New Route.

Editing an existing route.

a. In the Route Management page, click on the pencil icon beside an existing route to edit it.

b. In the Route screen, all the details in an existing route can be changed.

c. Once done editing, click on Update.

d. An existing route can also be deleted.

e. Click on Delete Route to delete an existing route.

Settings

General Settings

a. In the Settings section, click on General Settings.

b. Set the necessary settings accordingly:

c. Click Save.

Company & Plant

a. In the Settings section, click on Company & Plant.

b. Choose the appropriate Company and Plant from the drop-down list.

c. Click Save.

Routing

a. In the Settings section, click on Routing.

b. In the Azure Maps Key field, enter the the appropriate Azure Maps Key.

c. Click Save.

Time Factors

a. In the Settings section, click on Time Factors.

c. Click on Save.

Cost Factors

a. In the Settings section, click on Cost Factors.

c. Click on Save.

Ship Via Mappings

a. In the Settings section, click on Ship Via Mappings.

a. In the Settings section, click on Ship Via Mappings.

b. Click on +New Mapping.

c. Select a Ship Via and Route ID using the drop-down boxes.

d. Click on Create New Ship Via Mappings.

Run Page

How to Go to Run Page.

a. Click on the Home section to view the Dispatch Board.

b. click on a run to open the Run Page.

b. In the Run Page, user can edit the Route Details.

Editing Route Details.

a. Beside the Route Details header, click on the edit icon.

b. In the Edit Run Details screen, any of the details can be edited by selecting a new item from the respective drop-down.

c. Click on Update to complete any amendments to the Route Details.

Optimising Route.

a. In the Run Page, estimates are calculated accordingly for Travel Time and Cost will be seen here when Time Factors and Cost Estimates have been set up in the Settings section.

b. Click on the Reoptimise Route button and click YES to calculate the Travel Time and Est. Cost.

Editing a Delivery/Release.

a. In the Run Page, under the Deliveries, click on the edit icon.

b. Tick the appropriate order checkbox to edit the order.

c. Click on the calendar icon beside the date to choose a different delivery date.

d. Choose a new route in the drop-down.

e. Click on Update Selected Releases to complete the amendments to the selected orders.

Viewing an Order Timeline

a. Under Deliveries, click on the headset icon beside an order.

b. This will be pull up the Order Timeline view

Dock Management

The Dock Management feature enables users to assign runs to specific docks, providing greater visibility and control over dock scheduling and activity. This functionality supports efficient coordination by allowing users to define key details such as estimated arrival and departure times and truck arrival status.

Once a run is assigned to a dock, it is displayed on the Dock Management board, which visually represents scheduled activity within time blocks. This allows teams to easily monitor and manage dock usage, helping to streamline operations and reduce scheduling conflicts.

This documentation will guide you through the key aspects of the Dock Management feature, including how to assign docks, view scheduled runs, and navigate the Dock Management board.

Creating dock management data

1. Navigate to the Run Page for a run that is assigned to a valid route.

2. Locate the Dock Details section and click the pencil icon to edit the dock assignment.

1. In the Edit Dock Details modal, provide the following mandatory information:

   • Dock Number: The dock to which the run will be assigned.

   • Load Time: The estimated time required to load the truck once it arrives at the dock.

2. After entering the dock details, the system will generate:

   • A Reference Number: A unique identifier that can be used as a customer reference.

   • An Arrival Date/Time: The latest time the truck should arrive to meet the scheduled departure.

   • A Vehicle Status: Indicates the current status of the vehicle (e.g., Pending, Arrived, Departed).

1. Once the dock information is confirmed, navigate to the Dock Management menu item on the left-hand side. Use the Start Date and Start Time filters to locate and view the run that was assigned to the dock.

Updating Dock Status

Once dock details have been confirmed, users can update the dock status to reflect the current state of the run assigned to the dock. Updating the dock status will change the colour of the corresponding card on the Dock Management Board, providing a clear visual indicator of its status. A legend in the top-right corner of the board explains the meaning of each status colour.

To update the dock status:

1. Navigate to the Run Page for a run that has dock details assigned.

2. Click the truck icon to open the status update modal.

1. Update the Confirmation and Vehicle Status fields as required.

These updates ensure accurate tracking and communication of dock activity in real time.

Adding Ad Hoc Entries

Ad hoc entries allow users to reserve or block off a dock for a specific period of time. This can be used for various operational reasons such as maintenance, scheduled breaks, or special use cases. Once an ad hoc entry is created—for example, reserving Dock 3 from 10:00 AM to 2:00 PM—no other runs can be assigned to that dock during the specified date and time. This ensures scheduling conflicts are avoided and dock availability is accurately managed.

Creating ad hoc dock entries:

1. Navigate to the Dock Management page.

2. In the top-left corner of the board, click the plus (+) icon to add a new entry.

1. Enter the following details:

   • Dock

   • From Date and From Time

   • To Date and To Time

2. Click the Create Ad Hoc Dock button to save the entry.