Scanco Mobility Module Help

Scanco Mobility Module

Contents

Mobility Remote Setup

Purchase Order EZ Import

Sales Order EZ Import

Bill of Materials EZ Import

EZ Import Reject Maintenance

Rejected Import Maintenance - Fields

Correct Rejected Transactions

Rejected Import Record - Header Edit

Rejected Import Record – Lines Edit

EZ Import Report

EZ Import Rejection Report

EZ Import History Report

Supported Transaction Codes

For additional help including training and support please contact Scanco by email or phone.

Scanco Support Email -

 

 

 

 

 

 

Mobility Remote Setup

Navigation: Select Mobility > Setup > Mobility Remote Setup.

 

Overview: Sage and Scanco have partnered to include 5 licenses for Scanco Warehouse 100 – Physical Count by Item application on iOS and Android mobile wireless device. Use the Scanco mobile application to increase accuracy and efficiency. Follow easy installation instructions below to complete activation process.

 

Installing Scanco Mobility

Starting Mobility Remote Setup program will present warning message,

IMPORTANT: You MUST be logged directly on the Sage 100 server as the system administrator to properly complete the installation.

This message indicates this setup must be done on the Server where your Sage database is located. Click ‘OK’ to proceed.

 

 

 In the ‘Mobility Remote Setup’ screen:

 The first prompt is for the Default Company code that you wish to use in the Scanco Physical Count by Item application. Enter the Default Company code to proceed.

 The second prompt is for the Default Warehouse code that you wish to use in the Scanco Physical Count by Item application. Enter the Default Warehouse code to proceed.

 The third prompt is for the ConnectIt Port Number you wish to use for the communication between the Scanco Physical Count by Item application and the ConnectIt service that communicates with your Sage database. This prompt is pre-populated with port 50000, Scanco suggest this port for easy setup.

 The forth prompt is for User Login Name, the data entered here must be a valid Sage User Code that has evaluated permissions that include all modules except payroll. This Sage User Code will be used to access the Sage database through an ODBC connection. Enter a valid Sage User Code to proceed.

The fifth prompt is for the Sage Users password. Enter the valid password for the Sage User Code to proceed.

 

Press the ‘Proceed’ button to display message “Confirm: This is the correct Sage 100 User Login Name and Password for the ConnectIt settings?”, click the ‘Yes’ button to confirm.

 

The next screen presented will be the Sage ODBC 64-bit Installer – InstallShield Wizard. Click ‘Next’ then click ‘Install’, then click ‘Finish’ to complete the installation of the Sage ODBC 64-bit driver that is required for communication between the Scanco ConnectIt service and your Sage database.

 

 The next screen presented will be the Scanco ConnectIt x64 - InstallShield Wizard, this will install the Scanco ConnectIt service. Click ‘Next’ then click “I accept the terms in the license agreement” and then click ‘Next’

 then click ‘Install’,  then click ‘Finish’ to complete the installation.                                                                           

Once the installation of the Scanco ConnectIt service has completed you will be presented multiple messages

“Setup process completed”, click OK.

 Scanco ConnectIt Wizard “Welcome” screen. Details for the installation process are presented, click ‘Next’ to proceed.

 

 

Scanco ConnectIt Wizard “Select Active Companies” screen. This screen allows you to choose which companies will be allowed to collect data in Scanco Warehouse 100– Physical Count by Item application on iOS and Android mobile wireless device. Check the boxes for all companies you wish to use. And click ‘Next’ button.

 Scanco ConnectIt Wizard “Instructions” screen. This screen displays important information for installing Scanco Warehouse 100 – Physical Count by Item application on your iOS and\or Android mobile wireless device. This screen offers “Print” so you can print out the information for record keeping and portability. Follow these directions and click ‘Finish’ once your devices are connected.

 

 

Scanning/Importing Records

 All records in the Mobility Module tables are imported through the various EZ Import programs. All data imported is validated and valid records are written as transactions while invalid records are written as rejections.

Pre-import

BC_Header

BC_Detail

BC_Distribution

Post successful Import

BC_HeaderHistory

BC_DetailHistory

BC_DistributionHistory

Post unsuccessful Import

BC_HeaderRejection

BC_DetailRejection

BC_DistributionRejection

 

Imported records can be accessed using one of the following:

Bill of Materials Production Entry

Inventory Management Physical Count Entry

Inventory Management Physical Card Count Entry

Inventory Management Transaction Entry [Transfers, Issues, Receipts, Adjustments]

Inventory Management Alias Entry

Purchase Order Receipt of Goods Entry

Sales Order Invoice Data Entry and Shipping Data Entry

Sales Order Entry for ACS Allocations

RMA Receipts Entry

ACS Pallet ID Maintenance

 

Inventory EZ Import

Navigation - Select Mobility Module Main menu > Inventory EZ Import.

Overview

Use Inventory EZ Import to import Receipts, Issues, Adjustments and Physical Count records. Inventory entries are imported directly into Inventory Transaction Entry and\or Physical Count Entry.

After the import process is run, the results are displayed in the Inventory EZ Import window. The Processed column show the total number if records imported. The Imported column shows the total number of successfully imported records. The Rejected column show the total number of records that failed to import properly, if there are records that were not imported they can be edited or deleted in EZ Import Reject Maintenance.

 

  

Purchase Order EZ Import

 Navigation - Select Mobility Module Main menu > Purchase Order EZ Import.

 Overview

 Use Purchase Order EZ Import to import Receipt of goods records. Purchase Order entries are imported directly into Receipt of goods Entry. After the import process is run, the results are displayed in the Inventory EZ Import window. The Processed column show the total number if records imported. The Imported column shows the total number of successfully imported records. The Rejected column show the total number of records that failed to import properly, if there are records that were not imported they can be edited or deleted in EZ Import Reject Maintenance.

 

 

Sales Order EZ Import

 Navigation - Select Mobility Module Main menu > Sales Order EZ Import.

 Overview

 Use Sales Order EZ Import to import Invoicing and Shipping records. Sales Order entries are imported directly into Sales Order Invoice Data Entry, Shipping Data Entry and\or RMA Receipt Entry.

 After the import process is run, the results are displayed in the Inventory EZ Import window. The Processed column show the total number if records imported. The Imported column shows the total number of successfully imported records. The Rejected column show the total number of records that failed to import properly, if there are records that were not imported they can be edited or deleted in EZ Import Reject Maintenance.

 

 

Bill of Materials EZ Import

 Navigation

 Select Mobility Module Main menu > Bill of Materials EZ Import.

 Overview

 Use Bill of Materials EZ Import to import production records. Production entries are imported directly into Bill of Materials Production Entry. After the import process is run, the results are displayed in the Bill of Materials EZ Import window. The Processed column show the total number if records imported. The Imported column shows the total number of successfully imported records. The Rejected column show the total number of records that failed to import properly, if there are records that were not imported they can be edited or deleted in EZ Import Reject Maintenance.

 

 

EZ Import Reject Maintenance

 Navigation

 Select Mobility Module 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 Mobility Module Rejection tables consist of Header Rejection, Detail Rejection, and 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 is flagged with the line lot and serial distribution's rejection code.

 If an error occurs at the item detail import record level 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 - Fields

 Item Transaction / Physical Count / P/O Number / S/O Number / RMA Number / Bill Number

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

 Reference This field displays the Order number when applicable, and can only be viewed.

 Transaction No This field displays the transaction number, and can only be viewed.

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

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

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.

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

 Transaction Date This field displays the date that the record was collected, not when it was rejected.

  

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, Inventory EZ Import, Purchase Order EZ Import, Sales Order EZ Import, and EZ Import tasks.

 

To correct rejected transactions

  1. Select Mobility Module Main menu > EZ Import Reject Maintenance. The EZ Import Rejected Import Selection window appears.
  2. Select the rejected import, and click Edit. For more information, see details below this section.
  3. In EZ Import 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 you will use the Header Tab.
  • If the error exists in the lines or distribution, you will use the Lines Tab.

If the error exists in the lot or serial information, the Rejected Import Record will be edited on the Lines Tab by toggling the radio button from Detail Only to Detail and Dist. or Distribution Only.

  1. Enter the correct information for any invalid fields. For more information, see details below this section.
  2. After clicking Accept to return to the EZ Import Rejected Import Maintenance window, click Import to import the corrected transaction. The rejected transaction has been corrected and imported.

Rejected Import Record - Header Edit

Navigation

Select Mobility Module 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 Fix Entry.

 

 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.

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

Transaction 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.

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

 

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.

 This field should be left blank so Sage can assign the next valid invoice number.

 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

 This field can be left blank.

 Bill Number

 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 – Lines Edit

 Navigation

 Select Mobility Module Main menu > Rejected Import Maintenance. In the Rejected Import Selection window, select the transaction, and then click Fix Entry. Then click on the Lines Tab.

 

 

Overview

 Use the Lines tab to modify the line item, lot or serial number for the transaction that was rejected during the import process.

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

 Fields

 Transaction No.

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

 Record Type

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

 Transaction Type

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

 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.

 Rejection Description

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

 Transaction Date

 This field displays the date that the record was collected, not when it was rejected.

 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.

 

Mobility Module Options

 Navigation

 Select Mobility Module Setup menu > Mobility Module Options.

 Overview

 Use Mobility Module Options to define a series of options allowing you to maintain features most appropriate for your business.

 Main Tab – there is only one option that needs set in options.

 Number of Days to Retain Import History

 Main Tab

 Number of Days to Retain Import History – this is the only option that needs set in Mobility Module options.

 Type the number of days to retain import history. The minimum days to retain history is 90 days. Import history retained on or before the number of days specified is purged automatically during period-end processing, or it can be purged using the Purge Imported Transaction History Data check box in the Purge Mobility Module Import History window. Once you have set this option press Accept.

  

EZ Import Report

 Navigation

 Select Mobility for Barcode > Reports> EZ Import report.

 Overview

 Use EZ Import report for printing a report of the data collected but yet to be imported. Use the Transaction Date fields to create range of date for you report.

 

 EZ Import Rejection Report

 Navigation

 Select Mobility for Barcode > Reports> EZ Import Rejection report.

 Overview

 Use EZ Import Rejection report for printing a report of the data that did not pass validation and was rejected. Use the Transaction Date fields to create range of date for you report.

 

EZ Import History Report

 Navigation

 Select Mobility for Barcode > Reports> EZ Import history report.

 Overview

Use EZ Import History report for printing a report of the data that passed validation and created entries. Use the Transaction Date fields to create range of date for you report.

 

Supported Transaction Codes

 

Tables can't be imported directly. Please insert an image of your table which can be found here.

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

 

 

 

 

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