Manufacturing 100: Material Issues for Production Management Training Video

The "Material Issues" program efficiently creates accurate Work Ticket Transaction entries in Sage 100 using a mobile device connected to a wireless network from the Workshop floor without requiring a Sage license.

The first part of this video will be "user training" for two of the most popular data collection processes. The second part will explain how the data collected on the devices are imported into Sage. And the third part will explain all the data collection prompts and how the Scanco Web portal settings change the data collection process.

This first process that I will explain is the fastest option for data collection. This process does not require the user to enter their employee number and the “Auto-send” option is enabled which means the data collected is sent to Sage after each quantity entry.

Okay, let’s start the User Training.

The first prompt is the Work Ticket prompt. If you have a barcoded Work Ticket Traveler printed out, scan the barcode. If not, you can key in or lookup the Work Ticket number.

The second prompt is the Item prompt. If you have a barcoded, scan the item barcode. If not, you can key in or lookup the Item.

If the warehouse you are working in is a Multibin warehouse, then the third prompt is the Bin prompt. If the Bin prompt is pre-fill, that is the item's primary bin. If you are removing the item from that bin, then press enter. If not, then scan, key in or lookup the correct bin.

The last prompt is the Quantity prompt. You can scan the quantity if you have a barcode or use the on-screen keyboard to key in the quantity and then press enter to record all the data collected and return to the Item prompt to continue the next entry.

If you need to change the Work Ticket number, touch the Work Ticket field to reopen the prompt.

This second process requires Employee number collection, allows Non-Work Ticket items, allows changing the warehouse and requires the user to press Send after all data has been collected.

The first prompt is the Employee prompt, if you have a barcoded Employee Badge, scan the barcode. If not, you can key in or lookup your Employee number if the lookup is available.

Then enter data into the Work Ticket prompt.

At the Item prompt, you can enter an item that is on the Work Ticket or touch the menu button and then the Inventory button to choose a Non-Work Ticket item.

After item entry, the program advances to the next prompt and the Warehouse is filled in. If you need to change the Warehouse, you can touch the Warehouse field to open the Warehouse prompt and enter a different Warehouse by scanning, keying in or choosing the Alternate Warehouse from the lookup.

Then complete the data entry for the Bin and \ or Quantity.

Once all items have been collected, touch the menu at the item prompt and press the Send button. Then press yes to confirm you want to submit the data you have collected. The last message displayed is the confirmation that the data was imported into Sage.

Now I will show the EZ import program in Sage.

In the Mobility folder, you will see the EZ Import program. The EZ Import program will need to be running in each company that you are collecting production data for on the devices in order to process the collected data in real-time. After clicking the EZ Import link in Sage the program will appear and you will need to press the “Proceed” button to start the import process. If data has been collected and you have not started the EZ Import, the collected data will not create Work Ticket Transaction entries in Sage 100. This is not an issue as no data has been lost, just start the EZ Import and all the data collected will be imported. You can press the “Stop” button if you want to pause importing data.

There are certain reasons why the collected data could be rejected. This screen shows rejections have occurred and at this point, the option is to open the Manufacturing Rejected Import Maintenance program to see what happened. The first screen shows the different activities where rejections have occurred. You can highlight an activity and press the Edit button and then highlight a record and press Fix Entry. The Edit screen has two tabs, check both tabs and fix the issue when possible, then press Accept to Save your changes. Close the Edit screen by clicking on the X in the upper right corner and then you can press the Import or Import all buttons to create Work Ticket Transaction entries. If the data does not pass validation you will see this message and you can attempt to solve the issue again.

Now I will explain what each option does so you can refine the data collection process to fit your order of operations.

All the Manufacturing Profile options explained in this video are on the Material Issues tab or the General tab in the web portal at Customers.Scanco.com

The “Allow Material Issue Activities” option must be enabled before you can use the Material issues programming on the devices.

Depending on your Profile settings, the first prompt can either be the Employee prompt OR the Work Ticket prompt.

The screen on the left shows the Employee prompt enabled.

The screen on the right shows the Employee prompt disabled.

The Employee prompt: At the Employee prompt the user should Scan the barcode on their Employee badge. Otherwise, they will have to key in the employee number or choose an Employee from the lookup by touching the record on the lookup screen if the lookup is available. The Employee number lookup and be removed if you do not want to allow Employee number lookup.

The Employee number in Sage contains a hyphen. On the devices, the entry can contain the hyphen or the entry can be made without the hyphen.

Invalid entries are not accepted.

The Work Ticket prompt: You can scan the barcode on your Work Ticket Traveler, key in a Work Ticket number or choose a Work Ticket from the lookup by touching the record on the lookup screen.

The Work ticket prompt can be renamed if you enter data into the Work Ticket field labels prompt on the General tab.

Depending on your Profile settings, the menu at the Work Ticket prompt may or may not include the Print and Send buttons.

The "Send" button is removed when the "Auto Send" option is enabled. The Auto Send option sends the collected data directly to Work Ticket Transaction entry after every quantity entry.

Printing requires Scanco SkyPrint. I will explain the Printing process in just a moment.

Only "Open" work tickets will appear in the Lookup.

Invalid entries are not accepted.

There are two ways to filter data from the Work Ticket lookup screen:

If you key in part of the information for what you want to see in the lookup into the Work Ticket prompt and then press the lookup button, the programming will filter out everything except the records that match the data you entered into the prompt before you pressed the lookup button.

 If you go into the lookup and key in part of the information for what you want to see into the Search prompt and press the Search button on the on-screen keyboard, the lookup will filter out all Work tickets that do not contain the keyed-in information.

The Item Number Prompt: Depending on your Profile settings, the menu at the Item prompt may or may not include the Lookup, Print, Send, Review and Inventory buttons.

These options match the screen on the left which also shows the Item lookup removed.

And these options match the screen on the right.

At the item prompt the user should scan the barcode on the item whenever possible. The item can be keyed in using the On-screen keyboard or if the lookup is available, they can choose an item from the lookup by touching the record on the lookup screen.

Invalid items are not accepted.

The Print button can be enabled \ disabled.

When enabled and the "Print" button is pressed, the user must choose the printing method.

When “Auto” is chosen, the quantity collected at the Quantity prompt will be used at the number of labels to be printed. This method turns the Print button green.

When “Prompt Me” is chosen, the user will key in the number of labels for each entry. This method turns the Print button green.

When “Manual” is chosen, the user must press the print button after quantity entry whenever a label is required.

The Manual and Prompt Me method require numeric entry for the number of labels to be printed.

The Review button can be enabled \ disabled.

When enabled, touching the Review button will display a list of previously collected items for the displayed work ticket.

Choosing an item from the list on the first screen below will display the details about that item as shown on the second screen.

The menu includes a "Print" button for printing labels and a "Delete" button to remove the displayed item.

The "Inventory" button can be enabled \ disabled.

When enabled, the Inventory button will be available. You can select an item from Inventory that was not on the original Work Ticket.

When the Certified Material Issue option has a Prefix, the user will be prompted to scan the actual item and then scan a barcode on a printout where the barcode contains the Prefix you have set up and the item code.

 In my example, I scanned item 971 and I must then I must scan a barcode that contains 8971 in order to pass validation. The Prefix can be up to 15 characters.

There are two ways to filter Data from the lookup screen:

If you go into the lookup and then use the Search prompt and press the Search button on the on-screen keyboard the lookup will filter out all Work tickets that do not contain the keyed-in information.

Another option is to key in part of the information for what you want to see in the lookup into the Item prompt and then press the lookup button the programming will filter out everything except the records that match the data you entered into the prompt before you pressed the lookup button.

The Camera button can be enabled or disabled. When enabled, the Camera Icon will be available next to the Item prompt. If you touch the camera icon you can take an image and save the image back to Sage’s Images folder.

 The first time you press the Camera icon you are required to allow access, press OK to proceed.

The device's camera application is used to take the image, press the "photo" button to proceed.

After taking your picture, the "Retake" and "Use Photo" buttons appear, choosing Use Photo will save the image to Sage’s Images folder.

The Warehouse prompt can be enabled or disabled. When "Allow multiple Warehouses" is enabled, the program will not stop at the warehouse but users can touch the Warehouse field to open the prompt and change the Warehouse where the Component is being issued from.

The Bin Prompt: Requires Scanco Multibin.

The Bin prompt will pre-fill with the items "Primary" bin location. You can press Enter to accept the Primary bin or change the bin by scanning, keying in or using the lookup.

 Invalid bins are not accepted.

Pressing the Bin lookup will show all bins where the item is located in the warehouse shown above the bin prompt.

The lookup button can also be displayed or removed depending on Profile settings.

Choose a bin from the lookup by touching the record on the lookup screen.

The Pallet Prompt: Requires Scanco Multibin and License Plating.

The Pallet prompt can be enabled or disabled.

When enabled, you can scan, key in or look up a Pallet number. This process will issue items from the pallet entered. This prompt will accept blank entry if you are not issuing items from a pallet.

When "Pallet Tracking" is not enabled in Sage, the "Allow Use Pallet" option is not valid and you will not see that pallet prompt during data collection.

The Quantity Entry prompt: If the item collected is not Lot controlled or Serialized, then you must enter a quantity. The Keyboard and Enter buttons are accessible on the menu when needed.

 Invalid entries are not accepted.

 Allowing entry of a quantity higher than the remaining quantity can be enabled or disabled.

When disabled, you cannot exceed the required quantity.

When enabled, the user will need to confirm the quantity by pressing Yes.

The "Qty remaining" field can be enabled or disabled. 

When disabled, the "Qty remaining" field is removed.

 When enabled, the "Qty remaining" field is displayed.

Allowing Negative quantity entries can be enabled or disabled.

When disabled, negative value entries at the quantity prompt are not accepted.

When enabled, the user can enter a negative value at the quantity prompt.

Allowing Scrap Entries can be enabled or disabled.

When enabled there is a Scrap button at the quantity prompts. When the scrap button is white the entries are not recorded as scrap. When the scrap button is blue the entries are recorded as scrap.

The Lot prompt for Lot controlled Items: When a Lot controlled item is collected the user will be required to enter Lot numbers and a quantity for the collected lot number.

 Invalid Lot number will not be accepted and the Quantity entry follows the same rules as I explained a moment ago.

The lookup button can be displayed or removed depending on Profile settings. The lookup screen will show all Lot numbers in the Warehouse + Bin that was collected.

When the Lot lookup is enabled, choose a lot from the lookup by touching the record on the lookup screen.

The Serial prompt for Serialized Items: When a Serialized item is collected the user will be required to enter serial numbers. 

The lookup button can be displayed or removed depending on Profile settings.

When the Serial lookup is enabled, the lookup screen will show all Serial numbers in the Warehouse + Bin that was collected.

Choose a Serial number from the lookup by touching the record on the lookup screen.

Invalid Serial number will not be accepted.

The Send button: The Send button can be enabled or disabled. If disabled, I would suggest enabling the “Auto-Send” option. When the “Auto-Send” option is disabled and the Send button is enabled, the user must press the Send button and then confirm the data can be imported into Sage. After pressing the confirmation message that the data was imported the program returns to the Item prompt where the user can continue data entry, touch the Work Ticket field to open the Work ticket prompt or touch the Back button in the upper left corner to exit the Material issues application.

This concluded the Manufacturing 100 Material issues training presentation, thank you for your time.