Page Comparison

Overview

General Information

Getting Started

1. Go to

https://

bdp.biscit.com

. For Demo please use the link below:

2. Agree to the

Terms of

Service.

3. Enter

Epicor server name and click

Continue.

4. Enter

User Name and

Password.

5. Select Company and Site.

6. Click

Log in

.

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

a. Click

OK, and the browser window will automatically close

.

b. Continue to Step 8.

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

9. 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

Note
The previous steps are the pre-requisite instructions for the following setup. Log into Epicor and perform some checks:

1. Open Site Maintenance

, make sure

.

Ensure each site has an address and most importantly, a Country specified for the address

2. Open User Account Security Maintenance and add users to the

'

DispatchPortalGroup

'

security group that has been automatically created during

install

installation.

Users that are not

in

included this group will

only

have read-only access in the portal.

You

The user should now be all set up to start using

the Dispatch Portal for the first time! Please see

BDP for the first time.

Refer below on how to create data for

the dispatch portal

BDP:

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

Users that do not have access to customer data will not be able to see any runs in the BDP.

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

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

6. Enter in the part and the quantity, and click

on the Save button.

Click

7. Select the

Ready to

fulfill checkbox and

on the Save button.

9. 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

.

4. Click on the save button.

5. Go to the

Line Details section and click the

New button to create a line

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.

6. Complete the following details:

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7. Click on the Save Button.

Login

1. Type in the Dispatch Portal BDP web address (https://dispatch-portalbdp.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.

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

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

6. Click Login.

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

8. Once logged in, the user will be redirected to the Dispatch Portal 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.

Comments

a. In the Dispatch Portal Home screen, select a Run to view it.

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

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

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

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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

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

Title

Information

Description

Input Description

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.

Dispatch Board

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.

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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.

Info
NOTE: If you wish to have the internal note displayed above the run card, go to the menu > general settings, and turn on the ‘Use Note Cards’ toggle. Image Added

Daily Notes

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

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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.

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

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

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

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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. 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

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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.Click on Create New Truck.

Editing a Truck

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

c. Click on Create New Forklifts .

Editing existing Forklifts

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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 truck can also be deleted.

e. Click on Delete ForkliftsTruck to delete an existing trailertruck.

Route Management

Creating a new route.

Adding Trailers

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

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

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.

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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

c. Click on Create New Trailers.

Editing Trailers

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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

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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

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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.

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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.

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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.

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b. Set the necessary settings accordingly:

Title	Information
App Version	Specifies the version the user is using for BDP.
Minimize Weekends	This is a setting that will impact the Dispatch Board. If the toggle is switched to the right, the Dispatch Board will load with weekends automatically minimized. When the toggle is switched to the left, the weekends will be maximized like the weekdays.
Unit system	Allows the user to specify whether or not they would like to view data in Imperial or Metric system accordingly. For example, if Metric was selected, it would display the vehicle weight/length in metres/kilograms. If Imperial was selected, it would display in feet/pounds
Decimal Accuracy	This will display the height/weight measurements to the amount of decimals specified, with maximum being 2 decimals.

 

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c. Click Save.

Company & Plant

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

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b. Set the necessary settings accordingly:

Title

Information

App Version

Specifies the version the user is using for Dispatch Portal.

Minimize Weekends

This is a setting that will impact the Dispatch Portal board.
If the toggle is switched to the right, the Dispatch Board will load with weekends automatically minimized.
When the toggle is switched to the left, the weekends will be maximized like the weekdays.

Unit system

Allows the user to specify whether or not they would like to view data in Imperial or Metric system accordingly.

For example, if Metric was selected, it would display the vehicle weight/length in metres/kilograms.

If Imperial was selected, it would display in feet/pounds

Decimal Accuracy

This will display the height/weight measurements to the amount of decimals specified, with maximum being 2 decimals.

 

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c. Click Save.

Company & Plant

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

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

c. Click Save.

Routing

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

c. Click Save.

Routing

Info

Important: Obtaining an Azure Maps Key for Route Optimization If you plan to enable run optimization within the BDP, you will need an Azure Maps Key. Follow the steps below to obtain one: Sign in to the Azure Portal If you don’t have an Azure account, search for "Azure Portal" and click Start your free account. Follow the sign-up process by filling out your details. Once registration is complete, click Go to Azure Portal. Create an Azure Maps Account In the Azure Portal, search for Azure Maps Accounts and navigate to the page. Click Create. Fill out the required details, including creating a new Resource Group to store the Maps account. Click Review + Create, then confirm the creation. Retrieve Your Azure Maps Key Once the account is created, go back to the Azure Maps Accounts page. In the left-hand menu, select Authentication. Copy the Primary Key and enter it into your Azure Maps Key settings in the Dispatch Portal.

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.

Title	Information
OTS Delivery (minutes)	Input OTS Delivery (in minutes). This will add the minutes that have been entered against the delivery time for each one time ship to order delivery on a run.
Border Times (minutes)	Input Border Times (in minutes). This will add the minutes that have been entered against the delivery time for each border crossing that is present on a run. The minutes entered here will be doubled on optimisation to account for the return trip back through the border.
Skid Times (minutes)	Input Skid Times (in minutes). This will add the minutes that have been entered against the delivery time for each pallet on a run. A pallet will be grouped by a pack, so if there are 2 packs on a delivery, then it will be assumed that there are 2 pallets.
Unplanned Contingencies (minutes)	Input Unplanned Contingencies (in minutes). This will add the minutes that have been entered against the delivery time for unplanned contingencies (e.g. Stopping for food, stopping for the bathroom etc.).
Break times (minutes)	Input Break times (in minutes). This will add the minutes that have been entered against the delivery time for break times the driver is entitled to. This will account for how many break minutes per hour the driver is entitled to.
Assumes Stop Duration (minute)	Input Assumes Stop Duration (in minute). This will add the minutes that have been entered against the delivery time for assumptions on stop duration (e.g. Stopping for fuel, customer stop times etc.).

c. Click on Save.

Cost Factors

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

Title	Information
Vehicle Cost (dollars)	Input Vehicle Cost (in dollars). This will be an estimate of the cost of the vehicle. (Truck Tyres, Vehicle Maintenance, Cleaning etc.)
Fuel Cost (dollars)	Input Fuel Cost (in dollars). This will be an estimate of the cost of fuel per km.
Labor Cost (dollars)	Input Labor Cost (in dollars). This will estimate the cost of labor per hour. For example, if a run is 6 hours, it will be the inputted value times 6.
Miscellaneous Cost(dollars)	Input Miscellaneous Cost(in dollars). This will be an estimate of miscellaneous cost per run.

c. Click on Save.

Ship Via Mappings

When an order has been created in EPICOR, the Ship Via Code found in the order will be consistent to the mapping being created in Dispatch Portal BDP under Ship Via Mappings page. This will automatically assign routes of orders created in EPICOR.

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.

Runs will be visible here in a calendar view on which day a run is assigned to.

Run - a route assigned on a specific day. A run may also be spread across multiple days if needed.

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