New users of WZWB need to determine how the setup process will actually occur and this drives key questions of data transfer e.g. Item master files of Vehicles, Haulers and Customers from your current system into the WZWB system. There are three main ways to do this;
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Enter data manually into WZWB.
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Convert data from your current system into WZWB. If this method is selected, a data mapping exercise will be required (meaning field mapping from the old to the new system) or a conversion program will need to be developed. This is the most common method where WrightZone will extract your data using our WZOut (WrightZone ODBC Terminal) application.
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Import data into WZWB where WrightZone have delivered the ERD (Entity Relationship Design) of the WZWB database and you have populated all master files and corresponding data into this SQL database ready for import. If this method is selected, the required data will have to be extracted from your current system, manipulated within Excel and/or have SQL scripts applied before the import can successfully occur.
The method you choose will be dependent on the volume of your data with full consideration of historical data to be retained during the system transition.
Prerequisites to defining WrightZone Weighbridge options and control parameters are important, requiring clear and concise agreement between parties which will vary depending on your business requirements and ensures such requirements can be met successfully:
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Define Hardware - Servers, Devices, Printers, Gates, Traffic Lights, Weighbridge and/or Loader Scales.
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Define Company Structure and hierarchy - Company, Profit Centres, Branches and Locations.
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Define intercompany process and requirements.
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Define from Locations per one or multiple Profit Centres.
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Define transport or delivery methods for from Location to, Destination and vice versa combinations.
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Define Unit of Measure Conversions (if applicable where requirements are above the standard)
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Define Product types - Analysis codes if applicable.
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Define Customer and Supplier Branches and Invoice periods.
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Define Price Books - Hierarchy Code and Naming conventions.
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Define reporting requirements - Consent Management, Docket layouts, Invoice production; (consolidated versus separated line detail for Supply and Deliver transaction types).
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Define Custom Groups - Reporting requirement enhancements beyond the standard delivery.
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Define methods of integration - Between systems if external 'accounting' systems are to be employed.
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Define Administration versus Basic User access and privileges.
Once the definitions have been agreed and WrightZone has confirmed business requirements can be meet all control parameters will have been set up on installation. Following this, there are several other areas that need to be considered, these include:
On setup the applicable Master files and related data sets to meet your business needs, you should update your process and procedures documentation as required especially where a WZWB process or function differs from your existing system. We also recommend training key users in the application for fast problem resolve should they occur.
