Barcode Module

Contents

Unattended Bar Code Transaction Import

Process Unattended Bar Code Imports

Supported Transaction Codes

Rejected Import Maintenance

Rejected Import Maintenance

Rejected Import Selection

Rejected Import Record - Line Edit

Rejected Import Record - Distribution Edit

Correct Rejected Transactions

 

Unattended Bar Code Transaction Import
Navigation  

Select Bar Code Main menu > Unattended Bar Code Transaction Import.

 

Overview  

Use Unattended Bar Code Transaction Import to process data stored in raw data files (BC_Header.M4T, BC_Detail.M4T, and BC_Distribution.M4T tables) of your Bar Code module. After each raw data record is validated, valid records are imported as transactions and invalid records are written as rejections. Use Rejected Import Maintenance to correct or delete rejected transaction records.

Process Unattended Bar Code ImportsOverview

When data is being processed through Bar Code APIs, use this procedure to automate the import process and bring transactional data to its final state.

To process unattended bar code imports

          1. Select Bar Code Main menu > Unattended Bar Code Transaction Import.

          2. Click Proceed to begin the unattended import process.  

          3. Click Stop to end the import process after the last import cycle completes. You must end the import process to restart it again.

          4. If invalid records are found in the raw data files, the invalid records are written as rejections and the valid transactional records are created as transactions in the system.

Note Use Rejected Import Maintenance to correct or delete rejected transaction records.

The files have been imported.

 

                

 

 

Supported Transaction Codes

The following transaction codes are supported:

Physical Count

15

Inventory Transfer

11

Inventory Receipt

14

Inventory Issues

12

Inventory Sales

13

Inventory Alias Items

16

Count Card

18

Purchase Order Receipt

31

Sales Order Invoice Data Entry

21

Sales Order Shipping Data Entry

22

Remote Sales Order

23

Bill of Materials Production Entry

41

Bill of Materials Disassembly

42

Sales (Creates invoice)

51

Delivery (Invoicing sales order)

52

Request Order (Creates sales order)

53

Request Quote (Creates quote)

54

Payment (Creates cash receipt)

55

RMA Receipt

61

 

 

 

Rejected Import Maintenance
Navigation  

Select Bar Code Main menu > Rejected Import Maintenance. In the Rejected Import Selection window, select the transaction, and then click Edit.

Overview  

Use Rejected Import Maintenance to select the rejected record to modify. This task displays the rejected records based on the transaction type selected in the Rejected Import Selection window. The Rejected Import Maintenance task filters the error codes to the appropriate tables and the selected records can be deleted or modified.

If a transaction is not imported into the transaction tables, a record is sent to the rejection tables. The Bar Code Rejection tables consist of Header Rejection, Item Line Detail Rejection, and Item Line Lot and Serial Distribution Rejection tables. Various import errors can occur in each table, and these errors are sent to their corresponding rejection tables.

  • If an error occurs at the lot and serial distribution level, the distribution import record, item detail import record, and transaction header import record are flagged with the line lot and serial distribution's rejection code.
  • If an error occurs at the item detail import record level, the transaction header import record is flagged with the detail line rejection code.

You can import, delete, and edit a single transaction or all of the transactions listed.

 

Rejected Import Maintenance

Item Transaction / Physical Count / Reference / Bill Number / P/O Number

This field displays information based on the transaction type selected in the Rejected Import Selection window, and can only be viewed.

Click Edit to open the rejected transaction to be modified. Click Delete to delete the transaction. Click Import to re-import the selected transaction. You can also click Import All to re-import all the transactions, click Delete All to delete all the transactions, or click Edit All to edit all transactions.

 

Trans No.

This field displays the transaction number, and can only be viewed.

 

Level

This field displays the level where the error occurred. There are three levels available: Header, Detail, and Distribution. This field can only be viewed.

 

Rejected Field

This field displays the field where the error occurred, and can only be viewed.

 

Rejection Description

This field displays the description of the rejected record, and can only be viewed.

 

Error Message

This field displays a message indicating why the record was rejected.

 

 

Rejected Import Selection

 

Navigation  

Select Bar Code Main menu > Rejected Import Maintenance. The Rejected Import Selection window appears.



Note This window appears only if the transactions have been rejected in Import Bill of Materials Transactions, Import Inventory Transactions, Import Purchase Order Transactions, Import Sales Order Transactions, and Unattended Bar Code Transaction Import.

Overview

 

 

Use Rejected Import Selection to select transaction types that were rejected during the import process.

 

Fields  

 

Activity

This column displays a list of rejected import transaction types. Click Edit to open the maintenance window for the selected transaction type, or double-click the transaction type.

 

Rejected

This column displays the number of rejected transactions for the transaction type selected at the Activity column. The number displayed is the number of Header records found in any header, detail, and distribution import errors.

Rejected Import Record - Header Edit
Navigation  

Select Bar Code Main menu > Rejected Import Maintenance. In the Rejected Import Selection window, select the transaction, and then click Edit. In Rejected Import Maintenance, select the header transaction, and then click Edit.



Note In Rejected Import Maintenance, if you click Fix Entry and there is an error in the header transaction, this window automatically appears.

Overview  

Use Rejected Import Record - Header Edit to modify the transaction that was rejected during the import process. An Invalid label in red appears next to the field that needs to be modified.

Note Only the fields that pertain to the transaction type selected can be modified.

Fields  

 

Transaction No.

This field displays the transaction number for the rejected import transaction, and can only be viewed.

Click the Next Transaction Header button to go to the next header transaction. Click Lines to open the transaction line detail window for the rejected transaction. Click Distributions in the Line Edit window to open the transaction lot/serial distribution window for the rejected transaction.

 

Transaction Type

This field displays the transaction type for the rejected import transaction, and can only be viewed.

 

Reject Description

This field displays a description for the rejected transaction, and can only be viewed.

 

Record Type

This field displays the transaction record type, and can only be viewed. The three record types are: Header, Line Detail, and Distribution.

 

Item Transaction / Physical Count / Reference / Bill Number / P/O Number

This field changes based on the module and task the transaction was rejected from at the time of import, and can only be viewed.

 

Transaction Date

Type the transaction date if different from the date displayed in this field.

 

 

Transaction Header

 

Warehouse

Enter the warehouse code representing the correct default warehouse for this transaction, or click the Lookup button to list all warehouse codes. If Invalid appears in red next to the field, a valid warehouse code must be entered.

 

To Warehouse

Enter the warehouse code representing the correct destination warehouse for this transaction, or click the Lookup button to list all warehouse codes. If Invalid appears in red next to the field, a valid destination warehouse code must be entered.

 

Batch Number

Type the batch number for this transaction. If Invalid appears in red next to the field, a valid batch number must be entered.

 

RMA No.

Type the RMA number for this transaction. If Invalid appears in red next to the field, a valid RMA number must be entered.

 

Sales Order No.

Type the sales order number for this transaction. If Invalid appears in red next to the field, a valid sales order number must be entered.

 

Purchase Order No.

Type the purchase order number for this transaction. If Invalid appears in red next to the field, a valid purchase order number must be entered.

 

A/P Invoice No.

Type the Accounts Payable invoice number for this transaction. If Invalid appears in red next to the field, a valid invoice number must be entered.

 

Shipper ID

Type the shipper ID for this transaction. If Invalid appears in red next to the field, a valid shipper ID must be entered.

 

Ship Via

Enter the shipping code for this transaction, or click the Lookup button to list all shipping codes. If Invalid appears next to the field, a valid shipping code must be entered.

 

Bill Number

Enter the Bill of Materials bill number for this transaction, or click the Lookup button to list all bill numbers. If Invalid appears next to the field, a valid bill number must be entered.

 

Revision

Enter the Bill of Materials revision code for this transaction, or click the Lookup button to list all revision codes. If Invalid appears next to the field, a valid revision code must be entered.

 

Option Codes

Enter the Bill of Materials option codes for this transaction, or click the Lookup button to list all option codes. If Invalid appears next to the field, a valid option code must be entered.

 

Invoice No.

Type the Sales Order invoice number for this transaction. If Invalid appears next to the field, a valid invoice number must be entered.

 

Customer No.

Enter the customer number for this transaction, or click the Lookup button to list all customer numbers.

Alternately, start typing a customer name to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list, and the customer number will appear in the field.

If Invalid appears next to the field, a valid customer number must be entered.

 

Lot/Start Serial

Type the lot or starting serial number for this transaction. If Invalid appears next to the field, a valid lot or starting serial number must be entered.

 

Production Qty

Type the Bill of Materials production quantity for this transaction. If Invalid appears next to the field, a valid production quantity must be entered.

 

Check No.

Type the check number for this transaction. If Invalid appears next to the field, a valid check number must be entered.

 

Amt Received

Type the amount received for this transaction. If Invalid appears next to the field, a valid received amount must be entered.

 

Vendor No.

Type the primary vendor number for this transaction.

Alternately, start typing a vendor name to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list, and the vendor number will appear in the field.

If Invalid appears next to the field, a valid primary vendor number must be entered.

Rejected Import Record - Line Edit

 

  • Select Bar Code Main menu > Rejected Import Maintenance. In the Rejected Import Selection window, select the transaction, and then click Edit. In the Rejected Import Maintenance window, select the line detail transaction, and then click Fix Entry.
  • Select Bar Code Main menu > Rejected Import Maintenance. In the Rejected Import Selection window, select the transaction, and then click Edit. In the Rejected Import Maintenance window, select the line detail transaction, and then click Edit. In the Rejected Import Record - Header Edit window, click Lines.




Overview  

Use Rejected Import Record - Line Edit to modify the line detail for the transaction that was rejected during the import process. An Invalid label in red appears next to the field that needs to be modified.

Note Only the fields that pertain to the selected transaction type can be modified.

Fields  

Transaction No.

This field displays the transaction number for the rejected import transaction, and can only be viewed.

Click the Next button to go to the next Header transaction.

 

Transaction Type

This field displays the transaction type for the rejected import transaction, and can only be viewed.

 

Reject Description

This field displays a description for the rejected transaction, and can only be viewed.

 

Record Type

This field displays the transaction record type, and can only be viewed. The three record types are: Header, Line Detail, and Distribution.

 

Item Transaction / Physical Count / Reference / Bill Number / P/O Number

This field changes based on the module and task the transaction was rejected from at the time of import, and can only be viewed.

 

Transaction Date

This field displays the transaction date, and can only be viewed.

Item Detail

 

 

Detail Line No.

Enter the line number for this transaction, or click the Lookup button to list all lines.

Click the Next button to go to the next line item in the selected transaction. Click Distributions to open the transaction lot/serial distribution window for the rejected line item.

 

Item Code

Enter the item code for this transaction, or click the Lookup button to list all items codes.

Alternately, start typing an item description to locate an item. As you type, a list of records matching your entry appears. You can then select an item from the list, and the item code will appear in the field.

If Invalid appears in red next to the field, a valid item code must be entered.

 

Item Description

This field displays the item description, and can only be viewed.

 

Alternate Whse

Enter the alternate warehouse code for the item selected, or click the Lookup button to list all warehouses. If Invalid appears in red next to the field, a valid warehouse code must be entered.

 

Quantity

Type the quantity for the item selected. If Invalid appears in red next to the field, a valid quantity must be entered.

 

Unit of Measure

Enter the alternate warehouse code for the item selected, or click the Lookup button to list all warehouses. If Invalid appears in red next to the field, a valid unit of measure must be entered.

 

G/L Account

Enter the general ledger account for the item selected, or click the Lookup button to list all general ledger accounts. If Invalid appears in red next to the field, a valid general ledger account must be entered.

 

B/M Misc G/L Acct

Enter the Bill of Materials miscellaneous account for the item selected, or click the Lookup button to list all miscellaneous accounts. If Invalid appears in red next to the field, a valid miscellaneous account must be entered.

 

Invoice No.

Enter the invoice number for the selected item. If Invalid appears in red next to the field, a valid invoice number must be entered.

 

Return Reason

Enter the return reason for the selected item, or click the Lookup button to list all return reasons. If Invalid appears in red next to the field, a valid return reason must be entered.

 

Customer Action

Select the customer action for the selected item. If Invalid appears in red next to the field, a valid customer action must be selected.

 

Item Action

Select the item action for the selected item. If Invalid appears in red next to the field, a valid item action must be selected.

 

Replacement Item

Enter the replacement item for the selected item, or click the Lookup button to list all replacement items. If Invalid appears in red next to the field, a valid replacement item must be entered.

 

Job No.

Enter the job number for the item selected, or click the Lookup button to list all job numbers. If Invalid appears in red next to the field, a valid job number must be entered.

 

Cost Code

Enter the cost code for the item selected, or click the Lookup button to list all cost codes. If Invalid appears in red next to the field, a valid cost code must be entered.

 

Unit Cost

Type the unit cost for the item selected. If Invalid appears in red next to the field, a valid unit cost must be entered.

 

Unit Price

Type the unit price for the item selected. If Invalid appears in red next to the field, a valid unit price must be entered.

 

Weight

Type the weight for the item selected. If Invalid appears in red next to the field, a valid weight must be entered.

 

Package No.

Enter the package number for the item selected, or click the Lookup button to list all package numbers. If Invalid appears in red next to the field, a valid package number must be entered.

 

Alias Item No.

Type the alias item number. If Invalid appears in red next to the field, a valid alias item number must be entered.

 

Alias Item Desc

Type the description for the alias item. If Invalid appears in red next to the field, a valid alias item description must be entered.

 

 

Rejected Import Record - Distribution Edit
Navigation  

 Select Bar Code Main menu > Rejected Import Maintenance. In the Rejected Import Selection window, select the transaction, and then click Fix Entry. In the Rejected Import Maintenance window, select the distribution line detail transaction, and then click Edit. In the Rejected Import Record - Line Edit window, click Distributions.

  • Select Bar Code Main menu > Rejected Import Maintenance. In the Rejected Import Selection window, select the transaction, and then click Edit. In the Rejected Import Maintenance window, select the transaction, and then click Edit. In the Rejected Import Record - Header Edit window, click Lines. In the Rejected Import Record – Line Edit window, browse to the correct line, click Distribution, then browse to the correct distribution transaction.



Overview  

Use Rejected Import Record - Distribution Edit to modify the line item lot or serial number for the transaction that was rejected during the import process. An Invalid label in red appears next to the field that needs to be modified.

Note Only the fields that pertain to the transaction type selected can be modified.  

 

Fields  

Transaction No.

This field displays the transaction number for the rejected import transaction, and can only be viewed.

Click the Next button to go to the next Header transaction.

 

Transaction Type

This field displays the transaction type for the rejected import transaction, and can only be viewed.

 

Reject Description

This field displays a description for the rejected transaction, and can only be viewed.

 

Record Type

This field displays the transaction record type, and can only be viewed. The three record types are: Header, Line Detail, and Distribution.

 

Item Transaction / Physical Count / Reference / Bill Number / P/O Number

This field changes based on the module and task the transaction was rejected from at the time of import, and can only be viewed.

 

Transaction Date

This field displays the transaction date, and can only be viewed.

 

Detail Line No.

This field displays the transaction detail line number, and can only be viewed.

 

Item Code

This field displays the item code for this line detail, and can only be viewed.

 

Item Description

This field displays the item description, and can only be viewed.

 

Warehouse

This field displays the item warehouse, and can only be viewed.

 

Item Quantity

This field displays the item quantity, and can only be viewed.

Lot/Serial Distribution

 

Distribution No.

Enter the line number for this transaction, or click the Lookup button to list all lines.

Click the Next button to go to the next distribution in the selected line number. Click Lines to return to the Rejected Import Record - Line Edit window to select a different line item.

 

Lot Number / Serial Number

Type the lot or serial number for the selected item. If Invalid appears in red next to the field, a valid lot or serial number must be entered.

 

Distribution Qty

Type the quantity to be distributed for the selected item. If Invalid appears in red next to the field, a valid distribution quantity must be entered.

 

Bin Location

Type the bin location for the selected item. If Invalid appears in red next to the field, a valid bin location must be entered.

 

Alt Bin Location

Type the alternate bin location for the selected item. If Invalid appears in red next to the field, a valid alternate bin location must be entered.

Correct Rejected Transactions
 Overview

Use this procedure to correct the rejected transactions that were created during the import process. This procedure corrects rejected transactions from the Import Bill of Material Transactions, Import Inventory Transactions, Import Purchase Order Transactions, Import Sales Order Transactions, and Unattended Bar Code Transaction Import tasks.

 

To correct rejected transactions

          1. Select Bar Code Main menu > Rejected Import Maintenance. The Rejected Import Selection window appears.  

          2. Select the rejected import, and click Edit. For more information, see Rejected Import Selection - Fields.

          3. In Rejected Import Maintenance, select the transaction to correct. For more information, see Rejected Import Maintenance - Fields.

          4. Click Fix Entry.

                   ·       If the error exists in the header record, the Rejected Import Record - Header Edit window appears.  

                   ·       If the error exists in the lines, the Rejected Import Record - Line Edit window appears.

                   ·       If the error exists in the lot or serial information, the Rejected Import Record - Distribution Edit window appears.

          5. Enter the correct information for any invalid fields. For more information, see Rejected Import Record - Header Edit - Fields, Rejected Import Record - Line Edit - Fields, or Rejected Import Record - Distribution Edit - Fields.

          6. After clicking Accept to return to the Rejected Import Maintenance window, click Import to import the corrected transaction.

The rejected transaction has been corrected and imported.