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Creating and Assigning Facilities and Companies to Users

After user and group setup is complete, you must create facilities and companies in WMS.

Step 1: Create Companies

  1. Go to the “Companies” screen.
  2. Click the Create (Create) button.
  3. Populate the company’s information such as the Code, Name, and Address. Note that the first company will be the parent company in the environment by default. To verify this, see the “Parent Company” column.
  4. Click “Save”.

Step 2: Create Facilities

Facilities are controlled at the company level. This means, that every company has its own set of facilities. This link is defined in the “Parent Company” column in the “Facilities” screen. By default, all parent and child company facilities are displayed.

  1. Go to the “Facilities” screen.
  2. Click the Create (Create) button.
  3. Populate the facility’s information such as the Code, Name, and Address.
Functional field descriptions:
Field Description
Default Ship Via Code This field is used when ‘ship via’ codes are activated through the company’s “PACKING_ROUTING_MODE” parameter. The system will default to this ship via value if the order header does not have a ship via code specified.
Parent Company Indicates the company that the facility belongs to.
Accept Transfer Shipment If checked and if this facility is a warehouse in WMS, this facility will accept ASNs from other facilities configured in the environment.
RF Inactive Timeout in Minutes Allows you to set up a time limit for inactive timeout in minutes. This parameter works along with the timeout settings on the customer's network (for example: configuring keep alive/time-to-live in PuTTY). So if the time-to-live configuration is less than the WMS screen parameter, the session will end on the network side before the wms parameter time limit.

Step 3: Assign Facilities to Users

Once you have created the Companies and Facilities, the next step is to assign them to users. This step defines the list of companies and facilities that you will have access to.

  1. Go to the “Users” screen.
  2. Select the user to modify.
  3. Click on “Eligible Facilities”.
  4. Using the Create (Create) button, add the Facilities that this user will have access to.
  5. Repeat steps three and four for adding Companies (using the “Eligible Companies” button). Assigning Users to Facilities and Companies

The following is an example of a User/Group set up:

Sample User/Group set up in WMS