IntelliTrack v8.1 ISRP User Manual
IntelliTrack ISRP v8.1 is a software application designed for managing inventory, shipping, receiving, and picking in your warehouse. It helps streamline your warehouse operations by providing you with a centralized platform to manage all your warehouse activities.
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Reasonable measures have been taken to ensure that the information included in this manual is complete and accurate. However, IntelliTrack reserves the right to change any specification at any time without prior notice. IntelliTrack is a registered trademark of IntelliTrack, Inc. The IntelliTrack logo is a trademark of IntelliTrack. Microsoft Windows, Microsoft
Access, and Microsoft SQL Server are registered trademarks of Microsoft
Corporation. All other trademarks and trade names referred to herein are property of their respective owners.
IntelliTrack® ISRP™ v8.1
IntelliTrack® Inventory, Shipping, Receiving, Picking
Workstation Application User Manual
Rev. A (July 2011)
Copyright © 2004–2011 IntelliTrack, Inc.
All rights reserved • No part of the contents of this documentation or the procedures described therein may be reproduced or transmitted in any form or by any means without prior written consent of IntelliTrack, Inc.
Owners of IntelliTrack products are hereby granted a non-exclusive, revocable license to reproduce and transmit this documentation for the purchaser’s own internal business purposes. Purchaser shall not remove or alter any proprietary notices, including copyright notices, contained in this documentation and shall ensure that all notices appear on any reproductions of the documentation. Should future revisions of this manual be published, you can acquire printed versions by contacting IntelliTrack, Inc.
Electronic versions will either be downloadable from the IntelliTrack Website (www.intellitrack.net) or provided on appropriate media. If you visit our Website and would like to make any comments or suggestions about this or other IntelliTrack publications, please let us know via the “Contact
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IntelliTrack, Inc.
5 Shawan Rd., Suite 200
Hunt Valley, Maryland 21030
(888) 583-3008 i
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Contents
Government Restricted Rights Legend; International Use................................... v
Query Boxes and Dialog Boxes ................................................................ xxv
CHAPTER 1: Introduction ....................................................................1
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Forward Picking Areas and the Shipping Process ......................................... 7
CHAPTER 2: Getting Started ................................................................9
CHAPTER 3: Purging Data ................................................................17
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CHAPTER 4: System Options .............................................................27
Setting Picking and Receiving Order Options.................................................... 35
CHAPTER 5: Lookups .........................................................................51
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Creating a Data Source Name (DSN) .......................................................... 63
Creating and Naming the Import Map......................................................... 64
Creating and Naming the Export Map......................................................... 72
CHAPTER 6: Initializing the Warehouse ...........................................83
Assigning a Location Quarantine ................................................................ 85
Selecting a Quarantine Location.................................................................. 86
Storing Reorder Quantity Ranges & Cycle Count Intervals ............................... 95
x
Editing the Each Count Amount for a UOM............................................... 99
Adding Customer Shipping Information .......................................................... 106
Deleting Customer/Shipping Information ........................................................ 107
CHAPTER 7: Inventory Management ..............................................111
Reaching the Inventory Let Down Form from the Inventory Data Form . 122
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CHAPTER 8: Receiving .....................................................................133
CHAPTER 9: Picking ........................................................................147
Viewing the Order’s Shipping Information....................................................... 159
CHAPTER 10: Import and Export Utility ...........................................161
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Supported Import Export Utility File Types..................................................... 167
A Note About Importing Data................................................................... 170
CHAPTER 11: ISRP System Maintenance .........................................191
Testing the Database Connection via the UDL File ......................................... 193
Connecting to the Database with SQL Server Management Studio................. 197
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Changing the Application Database Connection .............................................. 198
Database Backup and Restore with SQL Server............................................... 200
Databackup Folder Permissions................................................................. 201
CHAPTER 12: History .........................................................................207
History Data Displayed in the View History Form........................................... 213
CHAPTER 13: Queries ........................................................................217
CHAPTER 14: Printing Labels ...........................................................223
CHAPTER 15: Reports ........................................................................237
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Reaching the Customize Reports Form ............................................................ 259
Adding the New Report to the Front End.................................................. 260
APPENDIX A: Database Maintenance ...............................................263
SQL Server 2008 Login Strong Password Requirements ......................... 264
Testing the Database Connection via the UDL File ......................................... 265
Database Connection Test Example.......................................................... 267
Connecting to the Database with SQL Server Management Studio................. 269
Changing the Application Database Connection.............................................. 271
Changing the Database Connection in Check In-Out, Fixed Assets, Inventory, or
Changing the Database Connection in Package Track.............................. 273
Changing the Database Connection in WMS or ISRP .............................. 275
Database Backup and Restore with SQL Server/SQL Express ........................ 277
Database Backup with SQL Server Management Studio.......................... 277
Database Restore with SQL Server Management Studio.......................... 285
IntelliTrack Backup and Restore Database Utilities........................................ 293
Databackup Folder Permissions ................................................................ 295
APPENDIX B: Sample Inventory Reports ..........................................301
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APPENDIX C: Sample Picking Reports .............................................321
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APPENDIX D: Sample Receiving Reports ..........................................341
GLOSSARY ......................................................................................................357
INDEX .............................................................................................................. 363
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PREFACE
About this Manual
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Introduction
Your IntelliTrack ISRP workstation documentation contains comprehensive instructions on how to use the application. Action conventions are used to explain screen actions and formatting conventions are used to consistently display forms, on-screen items, special notes, and warnings.
The ISRP 8.1 Interface
ISRP 8.1 uses the Microsoft Access 2007 or 2010 runtime (*for Microsoft
Access 2010, 32-bit version only).
ISRP contains a ribbon with a Tab structure. Use the ribbon to reach the application areas.
For example, click the Manage tab in the ribbon to view the Manage options.
If you don’t want the full ribbon always displayed, you are able to minimize it by clicking the Customize Quick Access Toolbar button to the right of the Office button. When you minimize the ribbon, it only appears when you select a Tab.
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Preface
About this Manual
The Dashboard is the default window.
Work Area of Screen: Default Dashboard Tabbed Window
To open an application form, click on the ribbon option. It will appear in the Work Area of the screen as a tabbed window.
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To move between the tabbed areas, click between them. When you want to close a tabbed window, click on it to bring it to the front and click the
Close button found in the bottom right corner of the tabbed window.
Action Conventions
This documentation uses action conventions to explain screen actions such as using the computer mouse, selecting ribbon tabs and options, clicking buttons, choosing settings and options, responding to Query and Dialog box prompts, and using the keyboard.
Mouse
Actions
•
•
Use the computer mouse to open and close the application and to select options, buttons, and menu items. Mouse actions that are used in this documentation include:
Click: Clicking is used to select specific buttons on various forms and tables. When instructed to click in this manual: press, then immediately release the left mouse button without moving the mouse.
Double-click: Double-clicking is used to initiate (or open) an application. When instructed to double-click in this manual: click the left mouse and hold the right mouse button without moving the mouse.
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Selecting
Ribbon
Options
•
•
Preface
About this Manual
Right-click: Right-clicking is used to open specific right-click menu options. When instructed to right-click in this manual: press and hold the right mouse button without moving the mouse.
Select: Selecting refers to clicking and releasing the left mouse button to choose an item or items from a drop-down list.
You are often instructed to select an option in the ribbon. For example, when you are instructed to: select Manage > Inventory > Location Data from the ribbon:
1.
Click on the Manage tab in the ribbon; the Manage options appear in the Manage ribbon.
Security, Picking, Receiving, and Inventory Options that appear in the
Manage Tab Ribbon.
2.
From the Manage options, click the arrow to scroll through the ribbon selections:
Scroll Arrow
Additional options from the Manage tab selections appear:
3.
Forms are opened by selecting a ribbon option. For example, to open the Location Data form, select Location Data from the Inventory options in the Manage Command Tab.
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Clicking
Buttons
You are often instructed to click a button along the bottom of the form to process a transaction:
“Transaction” Buttons
For example in the Locations form, click the Close button to save the location data and close the form.
Choosing a
Setting
Many forms contain check boxes and/or radio buttons next to selection options: xxiv
Preface
About this Manual
Check
Box
Selections
Check Box Selection
•
•
Radio
Button
Selections
Radio Button: To select an option, click the button or the adjacent text.
Check Box: To select an option, click the check box or the adjacent text.
Query Boxes and Dialog Boxes
A query box asks you a question or gives you a choice to which you must respond before continuing. Query boxes do not have form buttons or data fields, instead, they contain command responses such as OK and Cancel; or Yes and No.
•
•
When instructed to click Yes to continue, click the Yes button to continue.
When instructed to “click the OK button”, you can either click on the
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Formatting Conventions
This manual uses formatting conventions to consistently describe forms, command entries, and keyboard characters while you are working with IntelliTrack ISRP. This manual also uses special conventions for notes and warnings.
Cautions and
Notes
Important: Notes, Warning, and Caution messages appear throughout the manual to provide important information about a topic.
A cautionary warning denotes recommendations and/or important information for you to know before proceeding. It may also indicate where certain actions could damage data records. A cautionary item is set off by special formatting. Notes appear throughout the manual to provide additional information about a topic, including technical details and exceptions to instructions.
Keystrokes
Filenames, file paths, and any data or keystrokes that you must enter into the computer are printed in this monospaced typeface.
Keyboard
Keys
Two keyboard keys are frequently referred to in this manual when giving on-screen instructions. They include:
ENTER Key
The <Enter> key refers to the Return or Carriage Return key and is used to input data into a field or field.
Form/Screen
Items
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TAB Key
The <Tab> key is located on most keyboards above the Caps Lock key on the left side of the keyboard. The <Tab> key is used to navigate to the fields and fields in tables and forms. When you press the <Tab> key, the cursor moves forward. When you press <Shift + Tab>, the cursor moves backwards.
Items that are found in the IntelliTrack ISRP Windows environment such as menu sequences, prompt names, field names, check box names and
Preface
About this Manual radio button names are set off in bold typeface: Form/Screen Items. Tools specific to ISRP are also identified with this bold typeface.
Date and Time Conventions
The IntelliTrack ISRP workstation application uses the date format and time format set for your computer in your computer’s control panel.
Technical Support
•
•
•
•
Technical support is available from a variety of resources.
IntelliTrack Website Technical Support: The most comprehensive source for technical support and information for IntelliTrack products is the IntelliTrack website: www.intellitrack.net
. The site offers product support, product registration, warranty information, answers to frequently asked questions (product FAQs), product manuals, product tech notes, software updates, patches, demos, and instructions for returning products.
Reseller Technical Support: Another source for technical assistance and information is an authorized IntelliTrack reseller. A reseller is directly acquainted with specific types of businesses, application software, and computer systems and, therefore, is in the best position to provide individualized assistance.
Technical Support: If the solution to a technical support question is not available through the IntelliTrack website or a local reseller, contact
IntelliTrack technical support directly via E-mail at [email protected]
. For those without E-mail access, call toll-free in the USA
888.583.3008 or 410.771.3060 from outside the United States of America.
Software Services: For advanced, cost-effective services, contact IntelliTrack Software Services at 888.583.3008 or [email protected]
. Or visit IntelliTrack’s Software Services web page, accessible from www.intellitrack.net
.
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CHAPTER 1
Introduction
IntelliTrack ISRP Features and Benefits
IntelliTrack ISRP Architecture
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IntelliTrack ISRP Features and Benefits
Welcome to IntelliTrack Inventory, Shipping, Receiving, Picking (ISRP) v8.x. IntelliTrack ISRP provides you with a cost-effective and feature-rich inventory management system, which is combined with a batch portable utility and CE Client application. The batch portable utility is accessible from within ISRP workstation or it can be opened separately.
Benefits of the IntelliTrack ISRP system include improved inventory accuracy, increased labor productivity, and better customer service. Furthermore, IntelliTrack® ISRP is a reliable, affordable, and easy-to-use warehouse management solution.
•
•
•
•
•
•
•
Major features include:
CE Batch Support: ISRP supports the Batch Portable Utility/CE Client application (for a current supported device listing, please visit the
Hardware Matrix at the IntelliTrack website at www.intellitrack.net
).
Line number capability for receiving and picking orders: Add and delete line items. Import and export order information by line item too.
Complete shipping system support and UPS WorldShip integra-
tion: ISRP interfaces with UPS WorldShip Online to provide you with up-to-date UPS shipping capability and order tracking information, accessible right from the ISRP picking order.
Microsoft Server 2008 R2 Operating System Compatibility: Intelli-
Track ISRP is now compatible with the Microsoft Server 2008 R2
Operating System.
Microsoft Access 2007 or 2010 Run-time: A dynamic interface has been implemented that is compatible with the Microsoft Access 2007 or Microsoft 2010* run-time version (*for Microsoft Access 2010, 32bit version only).
SQL Server 2008 Support: This version supports SQL Server 2008 and SQL Server 2008 Express.
Centralized License Server: Concurrently license your workstation applications from the IntelliTrack License Server.
Product
Features
IntelliTrack ISRP features are found in the table below:
Chapter 1
Introduction
TABLE 1. IntelliTrack ISRP Features
Feature
Inquiries
Inventory Moves and
Transfers
Multiple Units of Measure
Paperless Picking and
Receiving
Physical Inventory
Bar Code Printing
Serial Number
Source Code
SQL Server Capable
Cycle Counting
Kitting
Description
A simple inventory question that you can ask via the portable data collection terminal
Move item from one site or location to another site or location. Performed from the portable data collection terminal or workstation.
Allows you to define units to track the quantity of an item in inventory.
Receive new orders into inventory or pick existing orders electronically without the use of a printed document.
Count all inventory items by location, with the use of a portable data collection terminal.
Print bar code labels from the workstation application.
Associate a unique serial number with an item and track item inventory by item serial number
Available for the workstation application when purchased through a certified reseller
Data storage in MSDE or an optional SQL
Server* database.
*SQL Server must be purchased separately.
Regularly scheduled inventory count that cycles through your inventory. You are able to specify the frequency of item counting by entering a cycle period for the item. Cycle counting can be completed through the Batch
Cycle Count Report.
A “kit” represents a preset group of items, of varying quantities. When the kitting process is used in the IntelliTrack ISRP workstation application, predetermined items that are part of a kit, are picked from inventory when the kit item number is selected as part of a pick order.
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IntelliTrack ISRP Architecture
IntelliTrack ISRP is built on the three-tier architecture recommended by
Microsoft for client/server environments. Three separate areas integrate to form your IntelliTrack ISRP product: the workstation application, the server, and the database; thus forming a scalable client/server that can handle a large number of users against a large database. IntelliTrack ISRP minimizes network traffic by shifting transactions to the back end through a middle tier that provides accessibility to upgrades.
First Tier:
Workstation
Area
The first tier of IntelliTrack ISRP is the workstation application and is comprised of the graphic user interface (GUI objects), including forms, reports, etc. This is the part of ISRP that you use to enter information, generate reports, etc. The local tables are generated from data provided by the second tier (middle layer). All transactions (picking, receiving, moves, inventory adjustments, etc.) initiated in this first tier are sent to the second tier to be processed.
Second Tier:
Server
Workstation Components
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•
•
The workstation components of IntelliTrack ISRP consist of the program applications used from the PC desktop:
Workstation Application: The PC desktop application.
Batch Terminal Communications: The connection between the PC and handheld device for purposes of transferring data or ISRP program setting.
Import/Export Utility: A separate utility that allows you to import data into its database tables and export data from them. Import and export data is stored in text files (files with a .txt extension). A folder is created during installation to hold these files and is found in your program directory (\IntelliTrack\ISRP\Import Export).
The second tier, also referred to as the middle layer, receives transactions from the application and processes the transactions. The results are then returned to the first tier.
Third Tier:
Database
Chapter 1
Introduction
Server Components
•
•
The server components of IntelliTrack ISRP refer to the “back end” portion of the product, which runs and houses the data:
SQL Server 2000 or higher; SQL Express: Microsoft SQL Express is the default database structure if Microsoft SQL Server 2000 or higher is not installed.
License Service: The IntelliTrack License Service controls access to the application's user licenses.
The third tier is the database back end. The database: The collection of data that resides within IntelliTrack ISRP.
Preparing Warehouse Data
A Warehouse operates within a dynamic environment in which material moves from receiving to storage to shipping. In order for the warehouse to operate efficiently, plan your material storage and warehouse layout based upon how the goods and materials are received, stored, picked, and shipped.
Important: For optimal use of IntelliTrack ISRP, we recommend assembling the relevant warehouse data; establishing the warehouse layout; and determining the receiving, picking, and shipping procedures BEFORE installing and using the application.
Assembling
Warehouse
Data
•
•
•
To assemble your warehouse data, be sure to review the following areas of your warehouse operation:
Define Storage Locations
Define Items
Identify Material Flow in the Warehouse
Defining Storage Locations
Here are three simple steps to help you define warehouse storage locations:
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2.
3.
Clearly define all of the storage locations within the warehouse, including the boundaries that separate them.
Determine whether these locations accommodate all the item types, shapes and sizes that are required. This may include zones, aisles, rows, and storage areas in a controlled environment for storing hazardous, valuable, or temperature controlled materials.
Once these locations are set, identify them with a combination of numbers and letters.
Defining Items
Define the items the warehouse contains. Typically, these items and descriptions are already defined in the system that is currently processing invoices.
Establishing Material Flow
After the usable warehouse space and item size have been determined, you are ready to identify the process by which material is moved through the warehouse (i.e., material flow). A good starting point would be the movement of the top twenty percent of inventory.
The basic warehouse layout example below shows material flow through a warehouse. What are the requirements of moving material into storage and out of storage at your warehouse facility?
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Chapter 1
Introduction
Receiving Area
Your warehouse receiving area is the space allocated to accept, inspect, and process receiving orders; therefore, it is critical to determine what space is needed for these processes.
When allocating space for the receiving area, ask these questions:
1.
2.
3.
What are the size and quantity of shipments?
What equipment is needed to process and move material into storage?
Given the flow of material, where are the most efficient bulk storage locations on site?
Furthermore, we recommend calculating the time taken to put-away material from receiving to bulk storage locations. This is an effective method to identify the most cost effective storage locations. For more information on the receiving order process in IntelliTrack ISRP, refer to
Forward Picking Areas and the Shipping Process
The efficiency of the put-away process and the picking process is central to creating an effective storage layout process. Numerous theories abound on
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•
•
Identify primary put-away and primary pick locations for items.
Plot a location sequence for an item that can be used to lead operators to the best pick.
This information is valuable during setup.
Be aware that the selection of IntelliTrack ISRP features may impact materials flow through the warehouse and should be considered during the planning stage. These features provide operators maximum flexibility in the picking process.
Refer to
for more information on the picking process in IntelliTrack ISRP.
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CHAPTER 2
Getting Started
Using the Security Ribbon Options
Navigating through the Application
Precautions when Entering Data
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Basic Startup Procedures
Upon installation, you are provided with sample data. Use ISRP with the sample database to become familiar with the application. For basic usage information, see
“Using the Application” on page 11 .
After you have registered your product, and are ready to use ISRP to track and manage your daily warehouse activities, PURGE the sample data from the system via the Purge form. For more information about purging your
data, please refer to Purging Data, on page 17
.
Next, we encourage you to set system information at the System Options form. This includes entering company information, enabling system features and options included with your system, setting receiving and picking order parameters as well as specifying your portable data terminal type, enabling and setting security, adding system users, specifying the bar code program, and choosing system language and date formats. For more information about setting system information and options, please refer to
.
Note: Important: Be aware that the features (i.e., multiple sites, lots, expiration date and FIFO picking, multiple units of measure, and serial numbers) and options (i.e., history logging, item picture, and auto deleting of locations with zero inventory) you intend to use with your system need to be activated.
Finally, enter your startup data and create your physical inventory. This includes three basic steps:
1.
2.
3.
Entering lookup information such as carriers, shipping methods, units of measure, item categories, and sites into the system via the lookup tables. For more information about entering lookup information, please refer to
.
After you have entered your sites and enabled multiple site settings, define the default site and set site privileges. For more information
about setting site privileges, please refer to “Setting Site Privileges” on page 62 .
Then, create locations for your sites and items for your inventory; thus enabling you to create your physical inventory. For more information about creating locations for your sites, please refer to
“Creating Locations for Each Site” on page 84
. For more information about creating items for your inventory, please refer to
10
Chapter 2
Getting Started
. For more information about creating your physical
inventory, please refer to Inventory Management, on page 111
.
Using the Application
Before you set system options and enter any data, it is a good idea to become familiar with the workstation application, since this is where you will set up and maintain your information, print item and location labels, and run reports. The following sections overview how to open, close, and navigate through the workstation application to help you get started.
Logging into the Application
Select Start > Programs > IntelliTrack > ISRP > ISRP Workstation to open the ISRP application on your desktop computer. The application opens and the Login dialog appears. To continue, log into the application by clicking the drop-down arrow in the Login field. Select a user ID (if you are using the sample data, it contains sample users). If security is enabled and a password is required, enter your Password in the Password field and then click the Do It button. The application opens. The Dashboard window appears; the Security tab displays your User ID in the User
ID field, verifying you as the logged-in user for this session.
Using the Security Ribbon Options
•
•
•
The Security ribbon options in the Manage tab include:
Logout: See “Logging Out” on page 11 .
Change Password: See “Changing your Password” on page 12 .
Quit: See
“Closing the Application” on page 13 .
Logging Out
Once you are logged into the application, the application loads your user profile and gives you options to application functions based on your user
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The Manage tab is replaced by the Login tab and the Login field is blank, signifying that you are now logged out of the application.
Changing your
Password
If security is enabled in the application, the Change Password option is available in the Manage > Security ribbon.
You are able to change your password by selecting the Change Password option. When you select this option, the Login form appears.
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Getting Started
Closing the
Application
Enter your current password in the Password field. Next, enter your new password in the New Password field and then confirm it in the Confirm
Password field. Click the Do It button to change the password and close the Login form.
To close the application, select the Quit option in the Manage > Security ribbon.
Using the Dashboard
After you log into the application, the Dashboard appears. It is the default window and always remains open.
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•
•
•
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•
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The Dashboard contains application queries that automatically display information about your inventory, depending on the queries that you select.
The following queries are available:
Top 10 Oldest Open Pick Orders
Top 10 Oldest Open Receiving Orders
Picking orders due today
Recently received items
Todays Picks by user
Oldest inventory (requires expiration dates)
To preview a query onscreen, select it from the dashboard’s query list and then click the View button. (If the View button is disabled for the query that you select, then that particular query is not available for onscreen preview.)
To print a query to your default printer, select it from the dashboard’s query list and then click the Print button. (If the Print button is disabled for the query that you select, then that particular query is not available for printing.)
Reloading the
Dashboard
Chapter 2
Getting Started
If the Dashboard closes for any reason, you are able to reload it by using the following keystroke combination: Ctrl + Shift + F10.
Navigating through the Application
You are able to navigate through the application by using the ribbon. The
To use the ribbon, click on a tab; options related to the tab appear in the ribbon. If an item appears to be grayed out, it means that the option is not available, or that the current user does not have access to this feature.
Precautions when Entering Data
Warning: When entering data in the application, DO NOT USE special characters or quotes with the exception of dashes, dots and spaces. Except for dashes, dots, and spaces, if you use special characters or quotes when entering data in the application, the database will become corrupted.
When entering data in the application, DO NOT USE special characters
WITH THE EXCEPTION OF dashes, dots, and spaces. Except for dashes, dots, and spaces, special characters that cannot be used include any non alpha or non numeric characters such as double quotes, single quotes, brackets, asterisk, ampersand, tilde, pound sign, per cent sign, caret sign, etc. If you use these special characters when you enter your data, the database will become corrupted.
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CHAPTER 3
Purging Data
Purging Customers/Vendors Data
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Introduction
The Purge function manages application data by deleting old or obsolete information from the application. This keeps the database size to a minimum and improves system performance. Data is purged at the Purge form.
Important: Before purging data, we recommend backing up your database. For information about backing up your database, please refer to
“Backing Up the Database” on page 200 .
Sample Data
IntelliTrack ISRP provides you with sample data. Your sample database is populated with sample warehouse sites, locations, item numbers, and item quantities. Use IntelliTrack ISRP with the sample database to become familiar with the application. When you are comfortable with the application, and are ready to establish your own warehouse sites, locations, item numbers, and item quantities, clear the sample data from the application by purging it from the application.
Note: Before establishing your warehouse sites, locations, item numbers, and item quantities, you must purge the existing sample data from the system.
For more information about the Purge form, please refer to “Reaching the
Reaching the Purge Form
Application data is deleted from your application at the Purge form. To reach the Purge form, select Tools > Change Database Connection >
Purge from the ribbon. The Purge form appears.
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Purging Data
Purge Form
Buttons
The Purge form contains five areas: Inventory, Picking Orders, Receiv-
ing Orders, History, and Lookup Tables. Item, location, picking order, receiving order and history data may be purged from a specific Site or “all”
Sites in the IntelliTrack ISRP application. Lookup table information is purged independent of the Site selected.
The Purge form contains three command buttons found along the bottom of the form:
TABLE 2. Purge Form Buttons
Button Function
Clear
Selections
Description
Clears the purge form of any selections.
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TABLE 2. Purge Form Buttons (Continued)
Button Function
Do It
Description
Processes the data purge and closes the form.
Close Closes the form WITHOUT processing the data purge or saving your settings.
Selecting a
Site
•
Much of the data you will purge will be within a chosen Site in the system.
In other words, the data selections will be purged ONLY for the selected site. Your default system Site (specified in the Local Site Settings form) is also the Purge form’s default site. To change the Site, you must have right to view and modify all sites:
Click the drop-down arrow in the Site field, and select a site from the drop-down list that appears:
•
•
Select {All} to purge the selected data from all sites in the warehouse.
Select a specific site to purge selected data from only that site.
Note: Site, location, picking order, receiving order, and history data are site dependent. This means that the selected data will be purged ONLY for the selected Site. To delete this data across the entire application, chose the
{All} selection (for all system sites).
Item information is NOT site dependent. Also, the data selections in the
Lookup Tables section of the form are not site dependent. This means that the selected item and lookup data will be purged from the entire system.
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Purging Data
Purging Inventory Data
Inventory data that may be purged, such as site(s), items, and locations, are found in the Inventory section of the form.
Sites
Items
Locations
Reorder
Quantity
When you elect to purge a Site, all data associated with that site in the system will also be purged.
To delete a Site from the system, select the Sites check box in the Inven-
tory section of the form: the Reorder Quantities, Primary Locations,
Locations, Inventory by Locations, Zero Locations, all Picking Order,
Receiving Order, and History data associated with that Site will be also be purged from the application.
When you elect to purge items and items unit of measure, inventory for all sites will be purged.
Select Items, Items Unit of Measure to purge inventory for all sites. The
Reorder Quantities, Primary Locations, Items by Locations, Zero
Locations, all Picking Orders, all Receiving Orders, all History data, and Kits will also be purged.
When you elect to delete your location data, all location information for the selected site will be purged.
To delete all locations for the selected site, select the Locations check box in the Inventory section of the form. The Primary Locations, Inventory
by Locations, and Zero Locations, as well as all Picking Orders,
Receiving Orders, and History data associated with that Site will be purged from the application.
When you elect to delete reorder quantity data, all information associated with item reorder quantity for items in the selected site will be purged.
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To delete reorder quantity information for the selected site, select the
Reorder Quantity check box in the Inventory section of the form. All reorder quantity information (found in the Reorder Quantity tab of the
Item Data form) including item minimum quantity, maximum quantity, and reorder quantity associated with the selected Site will be purged from the application.
Primary
Location
When you elect to purge primary location data, all information associated with an item’s primary location in the selected Site will be purged.
To delete primary location information for the selected site, select the Pri-
mary Location check box in the Inventory section of the form. All primary location information for the selected site (found in the Primary
Location tab of the Item Data form) including location, threshold quantity, and replenishment quantity, associated with the selected Site will be purged from the application.
Inventory by
Location
When you elect to purge inventory by location data, zero inventory by location data is also purged.
To purge inventory by location and zero locations information for the selected site, select the Inventory by Locations check box in the Inven-
tory section of the Purge form: the Zero Locations check box is automatically selected. All inventory data for this site (found in the Inventory Data form) will be purged, including the Item #, Location, UOM, Serial #, On
Hand Quantity, and Inventoried Quantity.
Zero
Locations
When you elect to purge Zero Locations, locations with zero inventory will be purged for the specified site.
To purge locations with Zero Inventory only, mark the Zero Locations check box. All locations with zero inventory will be purged from this Site.
Note: If you have enabled the Auto Delete Locations With 0 Inventory
setting found in the System Options form/Options tab, locations with zero inventory will be automatically deleted (or purged) from the application.
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Purging Data
Purging Picking Order Data
Picking data is purged from the Picking Orders section of the Purge form.
When you elect to purge picking order data, all picking order data selected will be purged for the selected site.
1.
2.
3.
To purge all picking orders in the database, select the All Orders option. If All Orders is selected, the Reset Next Picking Order Num-
ber check box is enabled.
To reset the next picking
Order Number , check the Reset Next Picking
Order Number check box and enter the new starting picking order number in Order # field.
If you enter a new starting picking order number, be aware of sorting constraints. Make sure you include enough spaces to act as a placeholder for the number. We recommended using a new starting number with at least 5 numerals (10000).
To purge closed orders ONLY from the database, select the Closed
Orders option.
To purge closed orders within a specified date range from the database, select the Closed Orders by Date option. If Closed Orders by Date is selected, the From Date and To Date fields are enabled. Specify the date range for deleting closed orders by entering a From Date and a To
Date in each field, respectively.
Purging Receiving Order Data
Receiving order data is purged in the Receiving Orders section of the
Purge form. When you elect to purge receiving order data, all receiving order data selected will be purged for the selected site.
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1.
2.
3.
To purge all receiving orders from the database, select the All Orders option.
If All Orders is selected, the Reset Next Receiving Order Number check box is enabled. To reset the next receiving order number, check
Reset Next Receiving Order Number check box and enter the new starting receiving order number in Order # field.
If you enter a new starting receiving order number, be aware of sorting constraints. Make sure you include enough spaces to act as a placeholder for the number. We recommended using a new starting number with at least 5 numerals (10000).
To purge only the closed orders from the database, select Closed
Orders.
To purge closed orders with a specified date range from the database, select Closed Orders by Date. If Closed Orders by Date is selected, the From Date and To Date fields are enabled. Specify the date range for deleting closed orders by entering a From Date and a To Date in each field, respectively.
Purging History Data
Inventory, picking, and receiving history records in the database are purged in the History section of the Purge form. When you elect to purge history data, all selected history data will be purged for the selected site.
1.
2.
To purge inventory history records from the database, check the Inven-
tory check box.
To purge picking history records from the database, check the Picking check box.
24
3.
4.
Chapter 3
Purging Data
To purge receiving history records from the database, check the
Receiving check box.
To remove ALL history data records for the selected choice(s), DO
NOT CHOOSE a date range. To remove selected data records within a specified date range, enter the range in the Date From and the Date To fields.
Caution: If no date range is entered, all history records for the selected choices are removed.
Purging Lookup Data
Lookup table data, as well as customer and vendor records, are purged from the system via the Lookup Tables section of the Purge form:
Purging
Customers/
Vendors Data
Purging
Lookups
Customer and vendor records are not Site specific, hence all Customer and/ or Vendor records in the system will be purged when you select either option.
1.
2.
To purge all customer records in the database; check the Customers check box in the Lookup Tables section of the form.
To purge all vendor records in the database, check the Vendors check box in the Lookup Tables section of the form.
Lookup data is not Site specific, hence when you choose to delete a lookup, all lookup records in the system, regardless of the Site selected, will be purged.
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Note: Deleting the Lookup table entries does not delete these values from the existing database data, (i.e., orders with carrier ID’s still retain those deleted table values).
4.
5.
1.
2.
3.
To purge carrier information, including the carrier shipping method(s), mark the Carrier check box. The Shipping Methods check box is automatically marked.
To purge carrier shipping methods only, mark the Shipping Methods check box.
To purge units of measure listings, mark the Units of Measure check box.
To purge item kit listings, mark the Kits check box.
To purge category listings, mark the Category check box.
Performing a Data Purge
After you make your purge selections as described in the sections above, you are ready to purge your data.
To purge your data, click the Do It button found along the bottom of the form.
If you wish to clear your purge selections without closing the form, click the Clear Selections button.
To close the purge form without performing a purge or saving your changes, click the Close button.
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System Options
Setting Picking and Receiving Order Options
Language, Time, and Date Settings
Working with the Language Form
Renaming a Title, Label, or Command
Enabling a Form’s User-Defined Fields
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Introduction
Before you begin using IntelliTrack ISRP to track and manage your daily warehouse activities, we encourage you to activate the features and options included with your system that you intend to use; set security options; add system users and sites; and choose system language and date and time formats. IntelliTrack ISRP features and options are set in the System Options form.
To reach the System Options form, select Tools > Setup > System
Options from the ribbon. The System Options form appears.
28
•
•
•
•
•
•
The System Options form contains tabbed sections:
Company
( Setting Company Information )
Features (
)
Options (
Orders (
)
Security
Regional Settings
( Language, Time, and Date Settings )
Chapter 4
System Options
Each tabbed section of the form and the options available in it are discussed in the sections that follow.
Setting Company Information
When the System Options form opens, the Company tab is in the front. If you are viewing another tabbed section in the System Setup form, click the
Company tab to bring this tab to the front. At the Company tab, enter the company contact information in the Company Information section of the form.
Note: The Company name as entered in the Company field will automat- ically be printed on the ISRP reports.
1.
2.
3.
4.
5.
6.
7.
Enter the name of your company in the Company field.
Enter the first line of the Company address in the Address 1 field.
Enter the second line of the Company address (if applicable) in the
Address 2 field. Enter the City, State or Province, and Postal Code in their respective fields.
Enter the Country in the Country field.
Enter the phone number in the Phone field and the fax number in the
Fax field.
Enter the company contact Email address in the Email field.
Enter any relevant notes about your company information in the Notes area, if desired.
When you are finished, click the Close button to process this information, and close the form. (To exit this form without saving the company information, click the Cancel button.)
—or—
Click another tab in the System Setup form to bring this tabbed area to the front.
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Enabling System Features
Your IntelliTrack ISRP application contains many features. The application features included with your system are enabled, but still must be activated at the Features tab.
Important: Be aware of the features included with your IntelliTrack ISRP version. The features included with your IntelliTrack ISRP version must be
activated before use. For a list of ISRP features, please refer to Table 1,
“IntelliTrack ISRP Features,” on page 3 .
To activate ISRP features:
1.
Click the Features tab to bring this section to the front.
30
2.
•
To activate a feature or features from the Features area of the System
Setup form, check the check box next to the desired feature.
•
The following choices are available:
Multiple sites: A Site in ISRP represents a warehouse/storage facility. This feature allows you to enter multiple sites into the ISRP application. Check this box to activate multiple Sites in the system.
If not enabled, the Site field in ISRP forms is disabled.
Lots: Lots represent inventory grouped together and identified by a number, alphanumeric character, etc. (the Lot identification is user defined). To track Lots for inventory item(s) in a location, check this box. If enabled, IntelliTrack ISRP tracks the Lot ID for inventoried item data.
3.
•
•
•
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Chapter 4
System Options
Expiration date: To track expiration dates for items with or without Lots for inventory stored in a location, check this box. If not enabled, the underlying data is dated 1/1/30 (January 1, 1930).
FIFO picking can also be enabled when the expiration date option is selected.
FIFO Picking: The FIFO (First In, First Out) Picking option becomes enabled if the Expiration Date feature is activated. Check this box to activate FIFO picking.
If enabled, IntelliTrack ISRP lists the locations of items being shipped in the order of their expiration date. For example, to put away a box of perishable items into location 1A11 with an expiration date or received date of 3/16/2004 and another box of the same perishable items into location 1B11 with an expiration date or received date of 4/20/2004, location 1A11 is listed first when selecting a location to pick from when picking an order.
Multiple UOM: Check this box to activate Multiple UOM. If used, an item can be stored in multiple units of measure. ISRP provides a
Let Down process that converts a larger unit of measure to a smaller unit of measure. Units of Measure define a base unit (each) of measurement, and then higher increments of the base unit such as carton, bundle, and case for the items in stock. You are able to list your defined units of measure at the Units of Measure Lookup table; thus making them available as UOM selections in various forms in IntelliTrack ISRP. For more information about the Units of Measure
Lookup table, please refer to “Unit of Measure” on page 56
.
Serial number: Check this box to activate the serial number feature.
When activated, you may enter one unique serial number per item.
When used, this feature enables the tracking of inventory using serial numbers.
• UPS WorldShip Support Information: For UPS WorldShip® customers, IntelliTrack ISRP offers an integration feature, which sends picking order data to the WorldShip application. The data received by UPS OnLine WorldShip from ISRP will populate the UPS
WorldShip Shipping Detail with information such as Company,
Address, Contact Information, and UPS Service Type. The data exported back to the Shipping form in ISRP for this order will include the UPS tracking number, shipping charges, and delivery method. For detailed information about this feature, please refer to
“UPS OnLine® WorldShip®-ISRP Integration” on page 62
.
When you are finished, click the Close button to process this information, and close the form. (To exit this form without saving the company
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Click another tab on the System Setup form to bring this tabbed area to the front.
Setting System Options
IntelliTrack ISRP options are set in the Options tab.
Important: Options must be activated before use.
1.
To set system options, click the Options tab to bring this section to the front.
32
2.
•
•
The Options section of the form contains the following selections:
Log History: Check this box to enable the Log History option. The
Log History option enables your system to continually monitor warehouse activity by tracking specific inventory, receiving, and picking transactions throughout the system, which may be viewed at the View History form (Select View > History from the menu bar to open the View History form). History information is also included in several system reports. If disabled, your system will not generate ongoing history data.
Log History Totals: This option becomes enabled if “Log His-
tory” is selected. Check this box to enable Log History Totals.
When enabled, each applicable history record contains the total net balance quantity for the item.
•
•
•
Chapter 4
System Options
Pictures: Check this box to enable the Pictures option. The Pictures feature uses Object Linking and Embedding (OLE) technology for display and editing. Image files are imported into the ISRP application and linked to a network file location. If enabled, you are able to import an image file for an item into ISRP and view the item picture at the Item Data form\Item Master tab. (Select Manage > Inven-
tory > Item Data from the menu bar to reach the Item Data form.)
Show Object Name in Title: To enable this option, check this box.
If enabled, the ISRP Workstation application displays the internal system form name in the Title Bar of each ISRP form. If this feature is not enabled, the form’s title appears in the Title Bar.
Replace On-Hand Quantities: Check this box to enable this option. If enabled, this option replaces on hand quantity for an item in the Inventory Data form with the portable or imported inventoried quantity, if a discrepancy exists between them.
If not enabled, you are able to manually process the portable or imported inventoried quantity. (Inventoried quantity is not used by the system. It must be moved to on hand quantity to be used by the system.)
Note: The on hand quantity represents available item quantity. The inventoried quantity represents the quantity from a physical inventory count; it is useful for comparing ISRP on hand quantity with the physical count results when auditing inventory.
•
•
Auto Delete Locations With 0 Inventory: Removes an item from a location when a transaction reduces the item count to zero. If not enabled, items with a zero count will remain, and must be deleted at the Purge form (for more information, refer to
). To enable this option, check this box.
Allow Release Lock After (Minutes): Enter a time limit in this box to establish a lock period (in minutes) for any item or order being edited in the system. The default lock setting is five minutes.
When this option is set, the system is locked when any item or order is being edited in the system. Hence, if you try to edit a locked item or order record, a dialog box appears, telling you that the record is locked by another user and cannot be edited.
When the lock period expires and a user attempts to open a locked item, a dialog box appears telling you that the record is locked by
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Note: A lock setting of zero minutes keeps an item or order locked indefinitely, until the changes are either saved or cancelled.
•
•
Limit of Entries on Pull-Down Menus: Enter a number in this box to limit the size of the drop-down menu lists in the system. The default system limit is 1000. (Setting a limit for the size of the dropdown list can improve data retrieval time in a large database.) Once the limit is exceeded for an entry, the drop-down list is disabled and you must manually enter the desired entry into the desired field for data retrieval (instead of selecting it from a drop-down list).
Local Tables: On Startup, As Needed, As Requested: Set how often the front and back end databases are synchronized.
Important: The On Startup option is recommended for large databases
or Wide Area Networks. The As Needed option is recommended for smaller databases. It is also recommended if you frequently change information in the Lookup tables.
On Startup: choose this option to automatically synchronize the data upon system startup. This option is recommended for large databases or Wide Area Networks.
As Needed: choose this option to automatically synchronize the data when discrepancies occur between the front and back end databases.
This option is recommended for smaller databases, or if you frequently change information in the Lookup tables.
As Requested: choose this option to be prompted by a dialog box to update the local table each time you open an order, inventory, kit maintenance, customer or vendor form (Forms selected from the
Manage menu in the menu bar).
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Establishing Order Parameters
IntelliTrack ISRP tracks picking and receiving orders for your system.
Picking order and receiving order parameters, as well line number usage is set in the Orders tab of the System Options form. Click the Orders tab to bring this tab to the front:
Note: If auto numbering is on, the order numbers will contain all numeric characters. The default starting auto number for picking order and receiving orders have five (5) digits to allow for place holding of the number when sort ordering. Use numbers with at least four (4) digits for best results in listing orders. The default starting auto number for waves contains three (3) digits. If auto numbering is off, alpha characters can be used in the order numbers.
Setting
Picking and
Receiving
Order Options
The order options available for both picking and receiving orders are found in the top portion of the Orders tab:
•
Order options include:
Automate Order Numbering: When enabled, this option automates order numbering for picking and/or receiving order records in ISRP. To have the system automatically generate an order number for picking
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• order records, check this box in the Picking column. To have the system automatically generate an order number for receiving order records, check this box in the Receiving column.
Starting Order Numbers: The field becomes enabled if you choose to automate order numbering for picking and/or receiving order records.
For picking order records: By default, the system enters 10000 as the starting order number for picking order records. If you want to enter another number, enter it in this field.
For receiving order records: By default, the system enters 20000 as the starting order number for receiving order records. If you want to enter another number, enter it in this field.
Note: If you enter a starting order number for picking order records or receiving order records besides the default number, be sure that the new number does not conflict with existing orders.
•
•
•
•
Require Ship To: This field relates to picking orders only. Check this box to require that each picking order record contain “customer ship to” information.
Require Customer: This field relates to picking order records only.
Check this box to require that each picking order record contain the
“Customer ID”.
Require Vendor: This field relates to receiving order records only.
Check this box to require that each receiving order record contain the
“Vendor ID”.
Over Pick/Receive Order: To allow the system to pick more than the order amount, check this box in the Picking column. To allow the system to receive more than the order amount, check this box in the
Receiving column.
Using Line
Numbers
Your data will operate in “line number mode” and picking and receiving order information will be displayed by individual line item in the receiving and picking order record. This means that each individual order line will be displayed in the order record; if the same item is included multiple times in the order, ISRP will display it each time, by line. Hence, if you have one item that is received or picked ten times in one order, you will have ten separate order lines for this item, each including the same item number, but a different line number.
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Automate
Line Number
Setting
Chapter 4
System Options
The automate line number setting is found in the bottom half of the Orders tab:
Note: If you use the Automate Line Numbering option, the application will automatically assign the line number. (If you are using a host system, which already assigns line numbers, you probably won’t need to use this option.)
To have the system automatically assign line numbers, mark the Automate
Line Numbering check box. If desired, enter a starting line number in the
Starting Line Number field (the line number defaults to 10000.) If you do not mark this check box, you must supply the line number.
When you close the Setup form, your order data will be updated for line numbers, according to the line number option that you set.
Setting Security
IntelliTrack ISRP helps you protect your warehouse data by providing system security options: you can setup a user login and password (if desired) for each person who uses the system. Furthermore, you are able to control who has rights to perform specified tasks within the application.
Enabling
Security
•
When setting security rights, please remember the following guidelines:
Security rights are set in the System Options form/Security tab. To reach the Security tab from the System Options form, click the Secu-
rity tab to bring this section to the front. (You may also reach the System Options form/Security tab from main menu: Tools > Security >
Users/User Tasks/Passwords.)
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Important: If security is not enabled, security rights are not enforced.
•
•
•
Security is not enabled at application startup. Before you set security rights for each system user, you must enable security. To enable security, check the Enable Security check box. When enabled, security is activated and the privileges defined in the Security tab are enforced. If disabled, no security restriction is enforced and all defined privileges are ignored.
You are able to add system users and assign user tasks: everyone who will use the system should be entered as a system user. This gives you the ability to restrict the actions each user is allowed to perform by assigning specific user tasks. Usually you will set up the user tasks at the same time you add a user. However, user tasks can be changed at any time.
The system Admin user has rights to add users and assign user tasks. In addition, the Admin user has rights to perform all user tasks. The
Admin user name and rights cannot be edited. Usually, the Admin user adds users to the system and assigns user tasks. However, you may assign this right to other users.
Adding a New
User
An unlimited number of users may be added to the application. To add a new user, refer to the instructions that follow:
1.
From the Security tab of the System Options form, click the Add button in the User Security section of the form.
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Add Button
2.
The User Information dialog appears.
3.
In the User field, enter the new user name (limit 15 characters).
Note: When security is enabled, you are able to assign system users and have the option of assigning individual user passwords. If you want to assign system users, but do not want to use passwords, leave the password and confirm fields blank.
4.
5.
6.
In the Password field, enter the user password (limit 15 characters).
In the Confirm field, enter the password again.
Click OK to add the user and close the dialog box. (Clicking Cancel cancels adding the user.) The newly added user is now listed in the
User ID section of this window.
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Editing User
Information
To edit user information such as user name and password, refer to the instructions that follow:
1.
From the Security tab of the System Options form, select the User that you would like to edit in the User Security section of the form. Next, click the Edit button in the User Security section of the form.
The User Information form appears, with this user already selected in the User field:
Deleting a
User
2.
3.
4.
5.
In the User field, edit the user name, if desired.
In the Password field, edit the user password, if desired.
If you have edited the user password, enter this password again in the
Confirm field.
Click OK to close the User Information form and save the changes.
(Clicking Cancel closes the form and cancels any changes you have made.)
You are able to delete a user from the system.
Note: The Admin user cannot be deleted.
To delete a user from the ISRP application, refer to the instructions that follow.
1.
From the Security tabbed area of the System Options form, select the
User ID that you would like to delete in the User Security section of the form. Next, click the Delete button in the User Security section of the form:
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Delete Button
A dialog appears, asking you if you want to delete this user:
User Tasks
2.
Click Yes to delete the user. The User ID is deleted from the User ID list, and the user is removed from the system. (To cancel deleting this user, click No.)
•
•
•
•
•
•
•
•
•
•
User tasks refer to basic ISRP actions, that are performed every day by the system. By enabling security and adding system users, you have the ability to limit user access to a number of tasks in IntelliTrack ISRP. These tasks include:
Add Items: Add item data to the system.
Delete Items: Delete item data from the system.
Inventory Adjustments: Adjust inventory (i.e., change item quantity).
Purge Menu: Purge data from the system.
Setup - All: Access and edit the system options available in the System
Options form and the Language form.
System Options - Security Only: Access and edit the system security options (Users/User Tasks/Passwords) available in the Tools > Secu-
rity menu.
Picking - New Order: Add a new picking order to the system.
Picking - Change Order: Edit a picking order.
Receiving - New Order: Add a new receiving order into the system.
Receiving - Change Order: Edit a receiving order.
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•
•
•
•
•
Inventory Report Menu: View and run inventory reports.
Picking Report Menu: View and run picking reports.
Receiving Report Menu: View and run receiving reports.
Physical/Cycle Counts: Allows user to perform physical/cycle counts on the PDT.
Change Database Connection: Change the IntelliTrack ISRP database connection (Tools > Change Database Connection).
Assigning User Tasks
To assign tasks to a user:
1.
2.
Select the User ID in the User ID section of the form.
Next, mark the check box next to each task that you wish to assign to this user.
If you want to assign all tasks to this user, click the select all button to select all the tasks. (Click the de-select button to de-select all the tasks.)
Select All De-select All
3.
4.
Select All De-Select All
You are finished assigning tasks to this user and may assign tasks to another user.
If you are finished at the System Options form, click the Close button found along the bottom of the form to exit the form and save your changes. (Clicking the Cancel button will close the form and cancel your changes.)
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Language, Time, and Date Settings
The Regional Settings tab of the System Options form contains language settings and time and date format information. To review or change these settings, click the Regional Settings tab to bring this tab to the front:
1.
2.
To select the language for form titles, click the option button next to the desired choice in the Language section of this form:
English: the application is in English by default.
Francais: inserts a complete French translation.
Reserved: reserved for future ISRP language options.
User Language: inserts a complete translation of ISRP English titles, as set in the Language form (Tools > Setup > Language).
Language 4: reserved for future ISRP language options.
The date and time formats set in your computer’s control panel are the system selected choice. Hence, to change the IntelliTrack ISRP date and/or time format, change the date and/or time format in your computer’s control panel (Start > Settings > Control Panel > Regional
and Language Options).
Working with the Language Form
The Language form provides a place to translate information on forms and application messages. It also provides a place to rename form titles, field labels in forms and reports, and form commands. Additionally, user
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ISRP contains a multi-level data dictionary, which displays all text on forms and reports. This feature allows you to configure text in forms, portable devices, queries, reports, and error messages so that they comply with your in-house terminology. Additionally, the data dictionary is used to retain foreign languages.
Important: Multiple language support is built into the ISRP workstation application, however, the language you want to use must be selected in the
System Options form/Regional Settings tab for the translations to be displayed throughout the application.
To reach the Language form, select Tools > Setup > Language.
The Language Form appears:
44
•
•
•
The Language form is grouped into the following tabbed areas:
Form Prompts: Displays titles for forms, fields and commands on each form (such as Address, Add, Qty, etc.) that are available for translation. The form titles, field titles, and form commands found in this tab may also be renamed.
Menu Prompts: Displays titles for the ribbon selections that are available for translation.
Error Messages: Displays application generated error messages that are available for translation.
Language
Settings
•
•
•
•
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User Tasks: Displays titles for the user tasks in the System Options form/Security Tab (Set Up > System Options) that are available for translation.
Transactions: Displays transaction titles that show in the View History form and History reports which are available for translation.
Labels: Displays titles for bar code label names that are available for translation.
Queries: Displays titles for query names that are available for translation.
Reports: Displays titles for report names that are available for translation.
The Language form contains four language fields, which are available in all tabbed areas of the form.
Note: To start using the User Language Translations, the User Defined
Language must be selected in the System Options form/Regional Settings tab.
•
•
•
•
English: The English language setting
Reserved (Francais): The French language setting.
Reserved: Reserved for future ISRP language options.
User Language: Specialized language translations installed by user.
The Form Prompts tab contains an additional field and a check box:
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•
•
User Titles: This field allows you to change a selected form title, field name, or form command.
Enable Prompt: This check box becomes enabled when a user defined field is selected from the title list. Mark this check box to enable the user defined field in the application.
Renaming a Title, Label, or Command
The Form Prompts tab in the Language form contains a list of form titles, field labels, and commands for the workstation application that may be changed.
To rename a form prompt:
1.
2.
Click the Form Prompts tab to bring this section to the front.
Select the form title, field label, or command that you want to change from the available selections.
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3.
Click the Manage Forms button to view which forms in the application use the selection (a form title, field label, or command). The Forms
Using Selected Title form appears, displaying a list of forms using the selection.
Manage Forms
Button
5.
6.
7.
4.
When you are finished viewing all the record information about the form title, click the Close button to exit the Forms Using Selected Title form and return to the Language form.
Enter the customized name for the form prompt in the User Titles field.
Click the Save button to save the customized name to the system.
Click the Close button to close the Language form. The customized form prompt name is now set in the application and is applied to the applicable forms.
Enabling a Form’s User-Defined Fields
Various IntelliTrack ISRP forms contain user-defined fields. For example, the Item Data form contains the user-defined fields Item User 1 through
Item User 24 in Item Data form/User Defined tab.
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User-defined fields allow you to add specific data to a form. By default, user-defined fields are not activated or defined. They have generic titles
(such as Bill to User 1, Bill to User 2). To define and activate these fields refer to the following steps:
1.
While using IntelliTrack ISRP, you may come across a user-defined field that you want to use. For example, the Item Data form contains a
User Defined tab with twenty four user defined fields:
The User Defined tab in the Item Data form contains 24 user defined fields.
2.
To define the User1 field in the Item Data form/User Defined tab, select Tools > Setup > Language from the main menu. The Language form appears.
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Item User 1 is the
User-defined field selected from the list.
Enable Prompt Check Box
Save button
Close button
3.
4.
5.
At the Language form, click the Form Prompts tab to bring this tab to the front.
Select the user defined field that you want to define from the list (in this case, we have selected ItemData User 1). When you select a user defined field, the Enable Prompt check box becomes enabled.
Select the Manage Forms button, if desired. The Forms Using
Selected Title form appears, listing all forms in which this user defined field resides.
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6.
7.
8.
When you are finished with the Forms Using Selected Title form, click the Close button to return to the Language form.
At the Language form, enable the user defined field by marking the
Enable Prompt check box (this activates the user defined field you have selected).
Enter the new name for the field in the User Title field.
9.
Click the Save button.
10.
Click the Close button.
11.
Open the Item Data form (Manage > Inventory > Item Data) in edit mode (for more information about working with the Item Data form, please refer to
“Adding Items to IntelliTrack ISRP” on page 87
) and click the User Defined tab to bring it to the front. The ItemData User 1 field has been renamed and is now an active field on the form.
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UPS OnLine® WorldShip®-ISRP Integration
UPS Shipping Information Displayed in ISRP
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Introduction
IntelliTrack ISRP Lookups help you accurately track site, item, and inventory data by maintaining up-to-date lists for critical information.
Note: Before entering location and item information, it is important to accurately enter carriers, shipping methods, units of measure, item categories, and sites into the system, so that this information is available for selection.
•
•
•
•
•
Lookups in the application include:
Lookups are maintained in Lookup tables. To reach a Lookup table: select
Manage > Lookups and then select the lookup from the selections in the ribbon:
The selected lookup table opens. Lookup entries may be added, edited, or deleted.
Carrier
A Carrier represents an organization (such as UPS, Fedex, DHL, USPS, etc.), which delivers goods to your location. When entered in the Carriers
Lookup table, the Carriers list becomes available for Carrier selection in various IntelliTrack ISRP forms, including the Picking Order form. Hence, it is important to list the carriers that you deal with for delivery and ship-
52
Adding a
Carrier
Chapter 5
Lookups ment of goods in this table. To add, edit, or delete a carrier from the Carrier
Lookup table, please refer to the sections that follow.
You are able to add a new carrier to the system via the Carrier lookup table. Select Manage > Lookups > Carriers.
The Carrier lookup table appears:
Editing a
Carrier
Deleting a
Carrier
Bottom field of table
To enter a new carrier, refer to the instructions that follow:
1.
2.
3.
Scroll to the bottom field of the Carrier table and click in it.
Enter the new carrier name. It is now part of the Carrier list.
Click Close to exit the Carrier lookup table and save your changes.
2.
3.
Carriers are edited at the Carrier lookup table. To edit a carrier entry from the Carrier lookup table:
1.
Click in the carrier line that you want to edit.
Edit the carrier line entry, making the desired changes.
When you are finished, click Close to exit the Carrier lookup table and save your changes.
Note: Deleting a Carrier from this table will not delete it from any records that may be using it.
You are able to delete a carrier entry from the Carrier lookup table. To delete a carrier from the Carrier lookup table:
1.
Scroll to the line entry you want to remove, and click in the line.
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2.
5.
6.
3.
4.
An arrow appears in front of the line entry, indicating that this line has been selected. Click in the arrow at the front of the line to select the
entire line.
Press the [Delete] key on your keyboard.
A query box appears, asking you if you are sure you want to delete this record. To continue with the deletion, click Yes. (To cancel deleting this carrier, click No.)
The record is deleted from the list.
When you are finished at this lookup table, click the Close button to close the table and save your changes.
Shipping Method
A “shipping method” represents a delivery method by the carrier. For example, UPS “next day air” is a shipping method. You are able to assign a carrier shipping method to a carrier in IntelliTrack ISRP via the Shipping
Methods Lookup table, which lists the delivery method(s) by carrier; thus enabling you to track carrier shipping methods for Picking Orders in the system. To add, edit, or delete a shipping method from the Shipping
Methods Lookup table, please refer to the sections that follow.
Adding a
Shipping
Method
Shipping methods are tracked by carrier name and shipping method in the system. You are able to add a shipping method (such as “next day air”) via the Shipping Methods lookup table.
Select Manage > Lookups > Shipping Methods. The Shipping Methods lookup table appears:
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Editing a
Shipping
Method
Deleting a
Shipping
Method
To add a Shipping Method:
1.
2.
3.
4.
5.
Scroll to the bottom field of the Shipping Methods table and click in it.
Place the cursor in the Carrier field. Click the drop-down arrow in the
Carrier field and select the carrier from the list that appears.
Press the <Tab> key to advance to the Method field.
Enter the new delivery method for the selected carrier in the Method field. It is now part of the Methods list.
Click Close to exit the Shipping Methods lookup table.
Shipping methods are edited at the Shipping Methods lookup table. To edit a shipping method entry from the Shipping Methods lookup table:
1.
2.
If you want to edit the carrier, place the cursor in the Carrier field. A drop-down arrow appears. Click the drop-down arrow to view the list of carriers entered in the system. Select the carrier from this list.
If you want to edit the shipping method, place the cursor in the Method field and edit the entry.
Your changes are now recorded in the shipping method entry.
When you are finished with your changes, click Close to exit the Ship-
ping Methods lookup table.
Note: Deleting a Shipping Method from this table will not delete it from any records that may be using it.
You are able to delete a shipping method entry from the Shipping Meth-
ods lookup table. To delete a shipping method from the Shipping Meth-
ods lookup table:
1.
Scroll to the line of the entry you want to remove, and click in the line.
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2.
3.
4.
5.
An arrow appears in front of the line entry, indicating that this line has been selected. Click in the arrow at the front of the line to select the
entire line.
Press the [Delete] key on your keyboard.
A query box appears, asking you if you are sure you want to delete this record. To continue with the deletion, click Yes. (To cancel deleting this carrier, click No.) The record is deleted from the list.
When you are finished at this lookup table, click the Close button to close the table.
Unit of Measure
A unit of measure (UOM) allows you to measure the amount of an item in the database in a structured and distinct unit. Units of measure define a base unit of measurement such as each, and then higher increments of the base unit such as carton, bundle, and case. When you enable the multiple units of measure feature in the System Options form\Features tab, you are able to list the valid units of measure at the Units of Measure Lookup table; define them for an item in the Item Data form; and use them in inventory counts, and with picking and receiving orders. Listing them in the Units of Measure Lookup table makes them available as UOM selections in IntelliTrack ISRP. If you plan to implement multiple Units of Measure, it is important to accurately list these measurements at this table so that they are available in the IntelliTrack ISRP application when entering item data and receiving orders. To add, edit, or delete a unit of measure from the Units of Measure Lookup table, please refer to the sections that follow.
Note: When you enable the Multiple UOM feature, your system contains
the default {Each} value to represent the each quantity of one (1). If you want to use a different value to represent the each quantity of one, you may delete the default value and enter your own value. Before deleting any
UOM value, make sure that the system is not using this value for any items in inventory. (Deleting a UOM value from this table does not delete it from any items that may be using it.) For more information about deleting a
UOM value from the Units of Measure Lookup table, please refer to
“Deleting a Unit of Measure” on page 58
. For more information on defining a unit
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of measure for an item, please refer to “Establishing an Item Unit of Measure Range” on page 96 .
Adding a Unit of Measure
Note: In order to add a unit of measure to the system, the Multiple UOM
check box must be marked in the System Options form/Features tab. If multiple Units of Measure (UOM) are enabled in the system options, enter all UOM values that are used in the warehouse in the Units of Measure
Lookup table.
To add a Unit of Measure value to the Unit of Measure Lookup table, please refer to the steps below.
1.
Select Manage > Lookups > Units of Measure.
2.
The Units of Measure Lookup table appears:
3.
4.
5.
Scroll to the bottom UOM field of the table and click in it.
Enter the new unit of measurement in the UOM field.
Click Close to exit the lookup table.
Editing a Unit of Measure
2.
3.
From the Unit of Measure lookup table:
1.
Click in the Unit of Measure line that you want to edit.
Edit the unit of measure line entry, making the desired change.
When you are finished, click Close to exit the Unit of Measure lookup table. The changes you made will be saved.
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Deleting a
Unit of
Measure
Note: Before deleting any UOM value, make sure that the system is not using this value for any items in inventory. Deleting a Unit of Measure from this table will not delete it from any records that may be using it.
From the Unit of Measure Lookup table:
1.
2.
3.
4.
5.
Scroll to the line of the entry you want to remove, and click in the line.
An arrow appears in front of the line entry, indicating that this line has been selected. Click in the arrow at the beginning of the line to select the entire line.
Press the [Delete] key on your keyboard.
A query box appears, asking you if you are sure you want to delete this record. To continue with the deletion, click Yes. (To cancel deleting this carrier, click No.) The record is deleted from the list.
When you are finished at this lookup table, click the Close button to close the table.
Category
Adding a
Category
A category refers to the types of items stocked in your warehouse facility.
Including categories in the Category lookup table allows you to sort or catalog items by category at the Item Data form and review items by category via the Inventory by Category report. A category could be related to your finished goods product line, or in-stock inventory type such as printed material, raw materials, or finished goods. Categories are maintained in the application at the Category Lookup table. Please refer to the sections that follow for instructions on working with the Category Lookup table.
Select Manage > Lookups > Categories.
The Category Lookup table appears.
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Editing a
Category
Deleting a
Category
1.
2.
3.
Scroll to the bottom of the table and click in it.
Enter the new Category into the table.
Click Close to exit the lookup table and save the new value into the system.
From the Category lookup table:
1.
2.
3.
Click in the Category line whose name you want to edit.
Edit the category line entry to make the desired changes.
When you are finished, click Close to exit the Category lookup table and save the changes.
Note: Deleting a Category from this table will not delete it from any records that may be using it.
From the Category lookup table:
1.
2.
3.
4.
5.
Scroll to the line of the entry you want to remove, and click in the line.
An arrow appears in front of the line entry, indicating that this line has been selected. Click in the arrow at the beginning of the line to select the entire line.
Press the [Delete] key on your keyboard.
A query box appears, asking you if you are sure you want to delete this record. To continue with the deletion, click Yes. (To cancel deleting this carrier, click No.) The record is deleted from the list.
When you are finished at this lookup table, click the Close button to close the table.
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Site
A “Site” refers to a warehouse. The warehouse(s) in the application database are listed in the Sites Lookup table. You are able to enter site values in the Sites Lookup table if you enable the multiple sites feature (System
Options form/Features tab); when using multiple sites, it is important to accurately list all the sites for your organization at the Sites Lookup table so that they will be available as selections on the various IntelliTrack ISRP forms. After you have entered your sites and enabled multiple site settings in the System Options form/Features tab, be sure to assign the default site, site viewing privileges, and site modification privileges at the Local Site
Settings form. If you are not using multiple sites in your system, and this feature is not enabled, you cannot access this table. Your system will use the {Default} site value.
Please refer to the instructions that follow for more information on work-
ing with the Sites Lookup table. Please refer to “Setting Site Privileges” on page 62
for more information about setting site privileges.
Adding a Site
To add a Site to IntelliTrack ISRP:
1.
Select Manage > Lookups > Site.
2.
The Sites Lookup table appears:
Add Button
60
5.
6.
3.
4.
Click the Add button found along the bottom of the form.
The cursor is placed in the bottom row of the table.
Enter the new Site.
Click the Save button to save the new value into the system.
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7.
When you are finished at this lookup table, click the Close button to close the table.
Editing a Site
Note: We DO NOT RECOMMEND editing a Site that contains open orders.
From the Sites lookup table:
1.
2.
3.
Click in the Site line whose name you want to edit.
Edit the Site entry, making the desired changes.
When you are finished, click Save to save any changes you made; or click the Close button to exit the Sites lookup table and save any changes you made.
Deleting a Site
Important: A Site CANNOT BE DELETED if it has ORDERS, LOCA-
TIONS, or INVENTORY RECORDS associated with it in the database.
Purge the Site data before deleting it.
From the Sites lookup table:
1.
2.
3.
Scroll to the line of the entry you want to remove, and click in the line.
An arrow appears in front of the line entry, indicating that this line has been selected. Click in the arrow at the beginning of the line to select the entire line.
Click the Delete button found along the bottom of the form.
4.
5.
A query box appears, asking you if you are sure you want to delete this record. To continue with the deletion, click Yes. (To cancel deleting this carrier, click No.) The record is deleted from the list.
When you are finished at this lookup table, click the Close button to close the table.
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Setting Site Privileges
If you have multiple Sites entered into the database, you are able to assign how to access the Sites in the IntelliTrack ISRP application. At the Local
Site Settings form, you are able to set which Sites you can view and whether Site data can be modified.
Select Local Site Settings Tab in the ribbon. The Local Site Settings options appear in the ribbon:
1.
2.
3.
To select the default site, click the drop-down arrow in the Default Site field and select the default site from the list that appears.
Next, choose the desired Site privilege option in the Site Privileges section of the form:
Local (Default) Site Only: Select this option to display and modify data from the default (local) site only.
View all Sites: Select this option to display data from All Sites listed in the database and modify data from the default (Local) Site only.
View and Modify all Sites: Select this option to view and modify data from all Sites listed in the database.
Your changes are automatically saved.
When you are finished, click the Close button to exit the form.
UPS OnLine® WorldShip®-ISRP Integration
For UPS OnLine® WorldShip® customers, IntelliTrack ISRP offers an integration feature, thus allowing you to send picking order data to the
WorldShip application. The data received by UPS OnLine WorldShip from ISRP will populate the UPS OnLine WorldShip Shipping Detail with information such as Company, Address, Contact Information, and UPS
Service Type. The data exported back to the Shipping form in ISRP for this order will include the UPS tracking number, shipping charges, and delivery method.
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ISRP integrates with UPS OnLine® WorldShip® in two ways:
1.
2.
WorldShip will accept ISRP data through an “import map” that you must create. This map associates the correct shipping data fields in
ISRP with the correct fields in UPS OnLine WorldShip. This process is called “keyed import” in UPS OnLine WorldShip.
ISRP will accept UPS OnLine WorldShip data through an “export map” that you must create. The export map will allow you to associate the correct shipping data fields in UPS OnLine WorldShip with the correct shipping data fields in ISRP. This process is called “keyed export” in UPS OnLine WorldShip.
Important: To integrate IntelliTrack ISRP with UPS OnLine WorldShip, you must be a UPS customer using UPS OnLine WorldShip 6.0 through
10.0 software to process your UPS shipping activities. The instructions and examples in this section follow UPS WorldShip v10.0.
•
•
To use the WorldShip Integration process successfully, be sure that you have:
Entered all shipping methods used with UPS in the Shipping Methods
Lookup table in ISRP. For more information about shipping methods,
please refer to “Shipping Method” on page 54
.
Entered the correct Ship To information in the Ship To IDs tab of the
Customers form in ISRP. For more information about entering cus-
tomer shipping information, please refer to “Adding Customer Shipping
Preparing the
Databases
•
•
Preparing ISRP for UPS OnLine WorldShip integration requires:
Creating a Database Source Name (DSN) for the ISRP database, and
Setting up import and export maps in UPS OnLine WorldShip.
Prior work with databases is helpful. If you are not experienced in working with databases, and are unsure about any of the steps involved in the setup process, contact your network administrator for help.
Creating a Data Source Name (DSN)
Before you begin setting up the import and export maps, you must create a
Data Source Name (DSN) for your ISRP database, so that UPS OnLine
WorldShip and IntelliTrack ISRP can communicate and share data with
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Setting Up a
Keyed Import
Important: The import map is set up in the UPS OnLine WorldShip application.
To set up a “keyed import” in ISRP, you must create an import map in
UPS WorldShip.
Creating and Naming the Import Map
To create an import map, please refer to the instructions that follow:
1.
2.
Select Start > Programs > (UPS) > UPS WorldShip to open the UPS
WorldShip application.
From the topline menu bar, click Import/Export Data > Create / Edit
Map.... The Create or open an import or export map form appears, displaying the existing mappings.
64
3.
In the New Map section of the form, select Import from OBDC Data-
base. In the field below, click the drop-down arrow. A list of data types appears. Since we are importing and exporting shipping data, select
Shipment from the choices that appear.
Chapter 5
Lookups
4.
Next, enter a name for the map in the Name field (it is a good idea to select a name that readily identifies your map). This name will appear in the Existing Mappings section of the form after the map is completed.
5.
Click the Create button. The Select an ODBC source dialog appears.
Select the DSN that was created to connect to ISRP and then click OK.
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6.
The Edit import map form appears for the new import map:
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7.
The form contains two primary parts:
ODBC Tables: contains the ISRP database tables
WorldShip Fields: contains WorldShip fields
The top portion of the form shows the database column names and the
Worldship field names.
The What You Have Mapped So Far section of the form (towards the bottom) shows the linked relationship between the ODBC Table and the WorldShip fields.
In the field underneath the ODBC Tables portion of the form, click the drop-down arrow and select vUPSShipInfo.
Chapter 5
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The ISRP database source names for UPS shipping appear in the
ODBC Tables portion of the form.
8.
To define the Site and Picking Order Number that WorldShip will use to locate the order from ISRP, select the column name ShipKey in the
ODBC Tables portion of the form and then click the Define Primary
Key for import button. (Since UPS only allows one field to be defined, the Site and Order Number are combined into one ISRP field.)
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9.
•
•
To connect or map ISRP data to the corresponding WorldShip field, each Column Name in the ODBC Tables portion of the form must be mapped according to the import mapping list in Table 3, “Import Mapping Guide: ISRP ODBC Table to WorldShip Fields,” on page 70 :
The ISRP data is mapped from the vUPSShipInfo ODBC Table.
The WorldShip data is mapped from the Shipment Information,
Package, Ship To, and Ship From fields. To reach a WorldShip
Destination Field, click the drop-down arrow in the field underneath WorldShip Fields and select the desired destination field from the list that appears.
10.
With vUPSShipInfo selected, select a Column Name in the ODBC
Tables portion of the form. Next, select the matching WorldShip field in the WorldShip Fields portion of the form.
Chapter 5
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Click the Connect button. A connect symbol appears next to each selection, and the mapped fields are listed in the What have you
mapped so far portion of the form.
Continue mapping each ISRP vUPSShipInfo column in the ODBC
Tables portion of the form with the corresponding WorldShip Desti-
nation Field. The field relationships are found in “Import Mapping
Guide: ISRP ODBC Table to WorldShip Fields” on page 70 .
When you are finished, the complete mapping will appear in the What
have you mapped so far section of the form:
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TABLE 3. Import Mapping Guide: ISRP ODBC Table to WorldShip Fields
ODBC Tables
Selection vUPSShipInfo
WorldShip Fields
NA vUPSShipInfo
Alias Column
Name
ShipKey (Primary
Key)
WorldShip Field Name
NA vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo
Package
Package
Package
Reference1
Reference3
Shipment Information ServiceType
Ship To
Ship To
Ship To
Ship To
Ship To
Ship To
Ship To
Ship To
Ship To
ToCustomerID
ToCompany
ToStreetAddress
ToAddress2
ToCity
ToState
ToZipCode
ToCountry
ToContact
Reference 1
Reference 3
Service Type
Customer ID
Company or Name
Address 1
Address 2
City or Town
State/Province
Postal Code
Country/Territory
Attention
Chapter 5
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TABLE 3. Import Mapping Guide: ISRP ODBC Table to WorldShip Fields (Continued)
ODBC Tables
Selection vUPSShipInfo
WorldShip Fields
Ship To vUPSShipInfo
Alias Column
Name
ToTelephone
WorldShip Field Name
Telephone vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo vUPSShipInfo
Ship From
Ship From
Ship From
Ship From
Ship From
Ship From
Ship From
Ship From
FromCompany Company or Name
FromStreetAddress Address 1
FromAddress2 Address 2
FromCity
FromState
FromZip
FromCountry
FromTelephone
City or Town
State/Province/Country
Postal Code
Country/Territory
Telephone
11.
When you finished mapping all the Column Names in the vUPSShip-
Info ODBC Table to a WorldShip destination field, per Table 3,
“Import Mapping Guide: ISRP ODBC Table to WorldShip Fields,” on page 70 (import mapping guide), click OK.
12.
You are returned to the Create or edit an import or export map form in the UPS WorldShip application.
13.
Click OK to close the form and return to the main UPS form.
Activating the Keyed Import
Once the map has been created, it must be activated in UPS OnLine World-
Ship:
1.
Select Import/Export Data > Keyed Import from the topline menu bar.
2.
Select the keyed import you mapped from the menu that appears to turn it on and activate it. If your import map is not listed in the menu, select
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More...; a window appears listing all the import maps. Select your import map from the window.
A dialog box appears:
Setting Up a
Keyed Export
Your ISRP data can be entered via a keyboard wedge scanner or by typing in the Site and picking order number, and pressing <Enter> on your keyboard.
If you are typing in the Site and picking order, be sure the type it in this format: SiteOrder# (i.e., Site10012).
When the ISRP Site and picking order number are entered into the UPS
OnLine WorldShip software, it will import the order information from
ISRP and display it in the Shipping detail.
Important: The export map is set up in the UPS OnLine WorldShip application.
To set up a “keyed export” in ISRP, you must create an export map.
Creating and Naming the Export Map
1.
2.
Select Start > Programs > (UPS) > UPS WorldShip to open the UPS
WorldShip application.
From the topline menu bar, click Import/Export Data > Create / Edit
Map.... The Create or open an import or export map form appears, displaying the existing mappings.
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3.
In the New Map section of the form, select Export data from World-
Ship. In the field below, click the drop-down arrow. A list of data types appears. Since we are importing and exporting shipping data, select
Shipment from the choices that appear.
4.
Next, enter a name for the map in the Name field (it is a good idea to select a name that readily identifies your map). This name will appear in the Existing Mappings section of the form after the map is completed.
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5.
Click the Create button. The Select an ODBC source dialog appears.
Select the DSN that was created to connect to ISRP and then click OK.
6.
The Edit export map appears for the new export map:
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7.
•
•
•
The form contains two primary parts:
WorldShip Fields: contains WorldShip fields
ODBC Tables: contains the ISRP database tables
The top portion of the form shows the WorldShip field names and the database column names.
• The What You Have Mapped So Far section of the form (towards the bottom) shows the linked relationship between the ODBC Table and the WorldShip fields.
In the field underneath the ODBC Tables portion of the form, click the drop-down arrow and select ShippingDetail.
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The ISRP database source names for UPS shipping appears in the
ODBC Tables portion of the form.
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8.
To connect or map ISRP data to the corresponding WorldShip field, each Field Name in the WorldShip Field must be mapped to a ODBC
Column Name for the ShippingDetail ODBC Table according to the mapping in Table 4, “Export Mapping Guide: WorldShip Destination
Fields to ISRP ODBC Table,” on page 79 :
Chapter 5
Lookups
The ISRP data is mapped from the ShippingDetail ODBC Table.
The WorldShip data is mapped from the Package and Shipment Infor-
mation destination fields. To reach a WorldShip Destination Field, click the drop-down arrow in the field underneath WorldShip Fields and select the desired destination table from the list that appears.
9.
With the Shipment Information destination table selected for World-
Ship, and the ShippingDetail selected for the ISRP ODBC Table, select the Service Type field in the WorldShip Fields section of the form and select the Column Name Method in the ODBC Tables section of the form.
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Click the Connect button. A connect symbol appears next to each selection, and the mapped fields are listed in the What have you
mapped so far portion of the form.
78
Continue mapping each ISRP ShippingDetail column in the ODBC
Tables portion of the form with the corresponding WorldShip Destination Field and Field Name as identified in Table 4, “Export Mapping
Guide: WorldShip Destination Fields to ISRP ODBC Table,” on page 79 .
•
Chapter 5
Lookups
When you are finished, the complete mapping will appear in the
What have you mapped so far section of the form:
TABLE 4. Export Mapping Guide: WorldShip Destination Fields to ISRP ODBC Table
WorldShip Fields
Selection
Package
Package
Package
Package
Package
ODBC Table
Selection
ShippingDetail
ShippingDetail
ShippingDetail
ShippingDetail
ShippingDetail
WorldShip Field
Site
OrderNumber
Carrier
TrackingNumber
Charges
ODBC Column Name
Reference 1
Reference 2
Reference 3
Tracking Number
Package Reference
Charge
Shipment Information ShippingDetail Method ShippingDetail
10.
Click Ok to close the form. You are returned to the Create or edit an import or export map form. The new export key is now listed in the
Existing Maps part of the form.
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11.
Click OK to close this form and return to the main UPS WorldShip application menu.
Activating the Keyed Export
After you create an export map, it must be activated in UPS WorldShip.
Once you activate the export map, the shipping information will be exported to the ISRP Shipping Form for this order automatically upon UPS shipment processing. You have two export options: individually at the time of order shipment, or collectively at the end of day, at the time of “end of day’ order processing.
Important: Do not select both export options. If both of these settings are enabled, a double entry will appear in the Shipping Detail table in ISRP.
Exporting Shipping Information Individually per Shipment
1.
2.
Select Import Export Data > Automatic Export After Processing
Shipment from the topline menu bar.
Select the keyed export you created for ISRP.
Chapter 5
Lookups
3.
A check mark appears next to it, indicating the keyed export is activated. The mapped shipping information (delivery method, tracking number, and shipping charge) will be exported to ISRP for each order automatically when the shipment is processed in UPS. (If you do not see the automatic export you created for ISRP as an option in the UPS
Online Connect menu, click the More... option to view the Select Map
from list for export window. Select your map name, and then click the Export button found along the bottom of the form. The export map should now be displayed as an option in the Automatic Export After
Processing Shipment menu and the Automatic Export During End
of Day menu.)
Exporting Shipping Information at “End of Day”
1.
Select Import Export Data > Automatic Export During End of Day from the topline menu bar.
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2.
3.
Select the keyed export you created for ISRP.
A check mark appears next to it, indicating the keyed export is activated. The mapped shipping information (delivery method, tracking number, and shipping charge) will be exported to ISRP at the “End of
Day” order processing. (If you do not see the automatic export you created for ISRP as an option in the UPS Online Connect menu, click the
More... option to view the Select Map from list for export window.
Select your map name, and then click the Export button found along the bottom of the form. The export map should now be displayed as an option in the Automatic Export After Processing Shipment menu and the Automatic Export During End of Day menu.)
UPS Shipping Information Displayed in ISRP
The Shipping form displays the UPS tracking number and shipping charges for the order. The Shipping form is reached from the Review and
Change Picking Order form by clicking the Shipping button.
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Creating Locations for Each Site
Adding Items to IntelliTrack ISRP
Adding an Item to the Database
Storing Reorder Quantity Ranges & Cycle Count
Establishing an Item Unit of Measure Range
Assigning a Primary Location for the Item
Adding Customer Shipping Information
Deleting Customer/Shipping Information
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Introduction
Once you have set up your system options and lookups, you are ready to assemble the following warehouse information and enter it into the system.
Note: Before you can effectively enter receiving and picking orders into the system, it is important to establish site locations, items, initial item quantities, customer information and vendor information, so that it is available for selection in the receiving and picking order forms.
•
•
•
•
•
Site Locations: enter specific warehouse locations. Performed at the
Locations form in the ISRP application. For more information, please refer to
“Creating Locations for Each Site” on page 84
.
Item Data: enter inventory items and descriptive information about the items. Performed at the Item Data form in the ISRP application. For more information, please refer to
“Adding Items to IntelliTrack ISRP” on page 87 .
Initial Item Quantities: enter the initial item quantity, so that the system will track the amount on hand of the item. Performed at the Inven-
tory Data form. For more information, please refer to “Editing an Item
Quantity in a Location” on page 116 .
Customer Data: add customer identification, billing address, and shipping address. Performed at the Customers form. For more information,
please refer to “Managing Customer Information” on page 103
.
Vendor Data: add vendor identification and address. Performed at the
Vendors form. For more information, please refer to
Creating Locations for Each Site
•
•
Locations reside within a “Site” and are added to a site at the Locations form. When you create locations for a site, the warehouse space is divided into specific areas. The following information is required to add a location, and must be entered in the Locations form:
Site: the warehouse/facility where this location resides.
Location Identifier: a unique system identifier that you create for this location, entered in the Location field.
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Description: a description of the location (i.e., forward pick, staging, receiving, picking, storage).
Quarantine designation for the location: check the box in this field to designate this location as a quarantined location. If a location is assigned a “quarantine” designation, items cannot be stored or moved from the location without a workstation override.
Adding a
Location to A
Site
A location is added to a Site at the Locations form. Select Manage >
Inventory > Locations to display the Locations form.
1.
2.
3.
If you have multiple sites enabled, and have the rights to view and modify all sites, click the Site drop-down arrow in the Site field, and select the Site to which you are adding a location. (If only one site is entered in the database, the Site field is disabled. If you do not have site viewing rights, the default site is automatically entered in the Site field.)
Click the Add button found along the bottom of the form. A new location line is entered in the data section of the form. The Site field is automatically filled and the cursor is placed in the Location field. Enter the
Location ID in the Location field.
Press the <Tab> key to advance to the Description field. Enter the location description (i.e., forward pick, staging, bulk storage, receiving) in the Description field.
Assigning a Location Quarantine
A location may be assigned a quarantine designation. A location with a quarantine designation cannot be used to store or move items. Check the box in the Location Quarantine field to assign a quarantine designation to a specific location:
Note: IntelliTrack ISRP allows overrides to quarantine locations.
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Selecting a Quarantine Location
If you select a quarantine location for put away, picking or moving transactions (in the New Picking Order, Change Picking Order, New Receiving
Order or Change Receiving Order forms), a dialog appears informing you that this location is a quarantine location. It asks you if you wish to continue. Click Yes to close the prompt and continue.
Deleting a Location
If you need to delete an individual location from the database, you may do so from the Locations form. Be aware of the database constraints: you cannot delete a location if it has inventory associated with it.
To delete a location from the Locations form, please follow these instructions:
1.
2.
3.
Scroll to the line of the entry you want to remove, and click in the line.
An arrow appears in front of the line entry, indicating that this line has been selected. Click in the arrow at the beginning of the line to select the entire line.
Press the Delete button found along the bottom of the form.
4.
A query box appears, asking you if you are sure you want to delete this record. To continue with the deletion, click Yes. (To cancel deleting this location, click No.)
5.
If the location contains inventory, an error message appears, telling you the Location has inventory. Click OK to return to the Locations form.
You are not able to delete this location.
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6.
7.
If inventory is not associated with the location, the location record is deleted from the list.
When you are finished, click the Close button to close the Locations form.
Adding Items to IntelliTrack ISRP
New items are added to the system at the Item Data form. To reach the item data form, select Manage > Inventory > Item Data;
The Item Data form appears.
Form Modes
The Item Data form operates in three distinct modes: Review, Add, and
Edit. When the Item Data form first opens it contains no item data. The
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Item # field and the form buttons along the bottom are enabled. The Item
Data form has five tabbed sections that store item data:
•
•
•
•
•
Item Master: stores general description information on a particular item.
User Defined: Stores user defined item data in user defined fields, which must be enabled.
Reorder Quantities: Stores the reorder quantity range for an item as well as the cycle count interval.
Units of Measure: Handles a single item’s various UOMs if Multiple
Units of Measure is enabled for the system.
Primary Location: Stores Primary Pick Locations for an item.
Review Mode
When the form is in Review mode, you are able to review item records in the database. In this mode, records cannot be processed or deleted. You are able to switch to Add mode or Edit mode while in Review mode. To place the form in Review mode, and view data for an item, click the drop-down arrow in the Item # field and select the desired item from the list that appears. Data for this item populates the form fields, and the form tabs become enabled.
Add Mode
To place the form in Add mode, click the Add button found along the bottom of the form. The form fields and the tabs are enabled so that you can add the new item data.
Edit Mode
To place the form in Edit mode, click the drop-down arrow in the Item # field and select the desired item number from the list that appears. Next, click the Edit button found along the bottom of the form. The form fields and tabs become enabled and you are able to edit the selected item.
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Item Data
Form Buttons
The Item Data form uses action buttons to place the form in Add or Edit mode, and to perform data processing. The buttons are found along the bottom of the form. The chart below shows an example of each button on the form, and explains its functionality.
TABLE 5. Item Data Form Buttons
Button Function
Add
Add to
Inventory
Cancel
Close
Delete
Description
Places the form in Add mode. Allows you to add an item to the database.
Opens the Inventory Data form with the Item number filter already selected.
Allows you to update inventory for this item in the Inventory Data form.
Exit the form without saving entries.
Save data and exit the form.
Deletes an item from the database.
Item Data Form
Mode Availability
Review
Add
Edit
Review*
*The Add to Inventory button becomes enabled after you add or edit an item in the Item Data form and click the Save button.
Review
Add
Edit
Review
Add
Edit
Note: In Review mode, you will have no changes to save.
Add
Edit
Duplicate Duplicates data from an existing item to create a new item.
Review
Add
Edit
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TABLE 5. Item Data Form Buttons (Continued)
Button Function
Edit
Description
Place the form in Edit mode. Allows you to edit item data records in the
Item Data form.
Print item data form in report format.
Preview and View
Preview and view item data form in report format.
Save Save the data.
Item Data Form
Mode Availability
Review
Add
Edit
Review
Add
Edit
Review
Add
Edit
Review
Add
Edit
Adding an
Item to the
Database
To add an item to ISRP, please refer to the instructions below:
1.
2.
Open the Item Data form. By default, the Item Master tab is to the front.
Select the Add button along the bottom of the form to place the form in
Add mode.
The form clears, the tabs and fields are enabled, and the cursor is placed in the Item # entry field.
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Important: When entering an item number DO NOT USE quotes or special characters in the item number (i.e., brackets, asterisks, single quotes, etc.)
3.
4.
5.
6.
7.
8.
Enter a new item number in the Item # entry field. Press the <Tab> key to advance to the Description field.
Enter a description for the item in the Description field. Press the
<Tab> key to advance to the Alternate # field.
Enter an alternative number for the item in the Alternate # field, if desired. Remember the item number character restrictions: do not use quotes or special characters such as brackets, asterisks, single quotes, etc. when entering an alternate item number. Press the <Tab> key to advance to the Category field.
If you are assigning item categories, click the drop-down arrow in the
Category field and select the category from the list that appears to assign a category to this item.
Check the Serial # Required check box if a serial # is required for each inventory entry of the item.
Press the <Tab> key to advance to the Comments area of the form.
9.
Enter any relevant comment information about the item being added.
10.
When you are finished, click the Save button to save this information, or the Close button to close the form and save the new entry. If desired, you may add a picture of the item to the database (see the next section).
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Note: If multiple units of measure is enabled (System Options form/Fea-
tures tab), you must enter the UOM for the new item in the Units of Mea-
sure tab before exiting the Item Data form. Refer to “Establishing an Item
Unit of Measure Range” on page 96 for more information on units of mea-
sure.
Adding a Picture of the Item
When you enable the Pictures option in the System Options form\Options tab, you are able to link an image file of the item to the item number in the
Item Data form (for more information about the Pictures option, please
refer to “Setting System Options” on page 32
). The image file must be a supported image file type (.wmf, .emb, .dib, .bmp, .ico, .BMP, .EPS, .GIF,
.JPG, .PCT, .PNG, .WMF) in order to import it into the application. The
ISRP application directory (C:\Program Files\Intelli-
Track\ISRP) contains an Images folder to store your image files; however, you may import image files from any directory on the network.
Note: The ISRP application references the image file; this means that the image file does not need to be placed on each individual PC that uses the application. When placed in a single network directory that is available to all users, the image file can be referenced by all users from this directory on the Item Data form.
To add a picture of an item in the Item Data form, the form must be in Add or Edit mode. If the form is in Add mode, enter the item information such as item number and description before adding the picture. If the form is in
Edit mode, this information will already be entered in the form.
1.
In the Item Master tab, double-click inside the empty box to the right of the Comments area of the form.
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Double-click in this box if you want to add a picture of the item.
Image file location is shown in this field.
2.
The Item Data navigation window appears. By default it is at the Int-
elliTrack\ISRP\Images folder. If your picture resides in another location, navigate to the directory that contains the image file.
3.
4.
Select the image file by clicking on it. The image file must be a supported file type (.wmf, .emf, .dib, .bmp, .ico, .BMP, .EPS, .GIF, .JPG, .
PCT, .PNT, .WMF) in order to import it into the application. The file is placed in the Filename field in the Item Data Navigation window.
Click the Open button. The Item Data navigation window closes, and the picture is imported into the Item Data form. The network file location for the picture appears in the field underneath the picture.
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The network location of the picture file is listed in this field.
User Defined
Fields
The User Defined tab contains the user-defined fields Item User 1 through Item User 24. User-defined fields allow you to add specific data to a form. By default user-defined fields are not enabled or named. They have generic titles (such as Bill to User 1, Bill to User 2).
Click the User Defined tab to bring it to the front:
94
The user defined fields found in the User Defined tab of the Item Data form are enabled and named at the Language form. For more information,
please refer to “Enabling a Form’s User-Defined Fields” on page 47 .
Storing
Reorder
Quantity
Ranges &
Cycle Count
Intervals
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You are able to set a reorder quantity, a minimum quantity, a maximum quantity, and a cycle period for an item. The minimum, maximum, and reorder quantities for an item as well as the cycle period (the waiting period between cycle counts, also called the cycle count interval) are stored in the Item Data form at the Reorder Quantity tab.
To enter or edit minimum, maximum, reorder quantities and the cycle period for an item, refer to the instructions that follow:
1.
Select an item and place the form in Edit mode; or, if adding a new item, click in the Reorder Quantities tab to bring this tab to the front:
2.
3.
4.
In the Minimum field, enter the minimum quantity level for this item at this site. Press the <Tab> key to advance to the Maximum field.
In the Maximum field, enter the maximum quantity level for this item at this site. Press the <Tab> key to advance to the Reorder field.
In the Reorder field, enter the quantity level at which to reorder this item. Press the <Tab> key to advance to the Cycle Period field.
Note: Items can have different minimums and maximums for each site.
5.
6.
Enter the wait period, in days, for this item between cycle counts in the
Cycle Period field.
The date of the last cycle count is entered automatically in the Last
Cycle field.
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Establishing an Item Unit of Measure Range
When you enable the Multiple UOM feature in the System Options form\Features tab, you are required to enter a UOM value in the Item Data form. (If this feature is not enabled, the system will not use any UOM values.) The multiple Unit of Measure (UOM) feature enables you to handle a single item’s various units of measure (UOM). All UOM entries in the
UOM lookup table are displayed in the field’s UOM drop-down list. (For more information about UOM entries in the UOM lookup table, please
refer to “Unit of Measure” on page 56
). The operator must first establish the
UOM range (each, box, case, or as defined for that item) for each new item.
To establish the UOM range for a new item:
1.
2.
3.
4.
5.
6.
Click the Units of Measure tab to bring this section of the form to the front.
Click in the first UOM field.
Click the drop-down arrow in the UOM field and select the UOM for this item from the drop-down list that appears. Press the <Tab> key to advance to the Each Count field.
Enter the unit quantity in the Each Count field. [For example, the each count for the default system unit of measure {Each} is one (1). If you entered another value in the UOM Lookup table such as Case, and you assign the Case UOM to this item, the each count for a case of this item must be entered in the Each Count field. For example, the each count for a case of this item could be ten (10).] Press the <Tab> key to advance to the Unit Cost field.
Enter the value of the unit of measure in the Unit Cost field. (For example, if the value of the each count of this item is $1.00, the value for a case that contains 10 count of this item would be 10.00.)
Repeat steps 3–5 for each of the item’s UOMs.
Assigning a
Primary
Location for the Item
You are able to assign a primary location to this item. This means that the item will be associated with this location in the application reports and inventory tracking features. The item’s primary location is set in the Pri-
mary Location tab.
To assign a primary location to an item:
1.
From the Item Data form, click the Primary Location tab to bring this section to the front.
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Click in the Site field.
Click the drop-down arrow in the Site field and select a site for the Primary Location from the list that appears.
Press the <Tab> key to advance to the Location field and select a site location for the Primary Location from the list that appears.
Entering a
Duplicate Item
If the new item is sufficiently similar to another item in the warehouse, you may use the Duplicate button found along the bottom of the Item Data form to quickly add data for a new item.
When the Item Data form opens, the Item Master tab is to the front; only the Item # field (at the top of the form) is enabled.
1.
2.
Click the drop-down arrow in the Item # field (at the top of the form) and select the like item from the list of items that appears (at the top of the form).
Click the Duplicate button along the bottom of the form.
3.
The form refreshes, and the cursor is placed in the Item # field. The following fields are populated: Category, On Hand Qty, Description, and if applicable, the item picture and picture file location.
4.
Enter the item number in the Item # entry field for this item, and if applicable enter an alternate item number in the Alternate #. The On
Hand Qty will change to zero. Please note item number character
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6.
restrictions: DO NOT USE quotes or special characters in the item number (i.e., brackets, asterisks, single quotes, etc.).
Update the reorder quantities, unit of measure and primary location information, if necessary.
When you are finished updating information about this entry, click the
Save button found along the bottom of the form to save the entry.
Editing an
Item Record
To edit an item in the Item Data form, refer to the instructions that follow:
1.
2.
Click the drop-down arrow in the Item # field to display the list of inventory items. Select the item for editing from the list.
Next, click the Edit button found along the bottom of the form–the screen refreshes.
3.
The Item Master tab is to the front, and the Data fields change from gray (disabled) to white (enabled). Edit the data in this form, as desired.
(You are able to move between the tabbed sections.)
When you are finished editing the data, click the Save button found along the bottom of the form. The form refreshes, the data clears, and the Item Master tab is to the front.
If you do not want to save the changes you made to this item, click the
Cancel button found along the bottom of the form.
A Cancel Changes dialog box appears, asking you to confirm canceling the changes. Click Yes to cancel changes and exit. Click No to return to the form without canceling the changes.
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Editing the Each Count Amount for a UOM
The Each Count amount for an item’s UOM is set in the Each Count field in the Units of Measure tab of the Item Data form.
Each Count Amount
Because editing the “each count” amount for a unit of measure will change your on-hand quantity amounts for the item, a dialog box appears when you edit the Each Count amount for an item’s unit of measure, asking you if you are sure you want to change this figure:
Deleting an
Item Record
•
•
If you want to change the Each Count amount for a UOM, click Yes to close the dialog box, implement the change, and clear the form.
If you do not want to change the Each Count amount for a UOM, click
No to cancel the change. The dialog will close and your cursor will be in the Each Count field for the UOM you are editing.
Press the <ESC> key on your keyboard to default to the previous number, if desired; the previous number returns and the record resets;
—Or—
Re-enter the desired number in the Each Count field. When you are ready to tab off this section of the form, or when you click the Save button, the dialog box appears again, asking you if you wish to change the Each Count amount. Click Yes to change the amount, reset the record, and close the dialog box.
If you need to delete an item from the database you may do so from the
Item Data form. Be aware of the database constraints: you cannot delete an item record if it is part of inventory. If you try to delete an item that is part of inventory, a dialog box appears indicating that this item is in inventory and cannot be deleted. The item must be removed from inventory before it can be deleted.
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To delete an item:
1.
2.
3.
Click the drop-down arrow in the Item # selection field (at the top of the form) to display the list of inventory items.
Select the desired item from the drop-down list. Item data is retrieved and displayed for the selected item.
Click the Edit button found along the bottom of the form to place the selected item in Edit mode.
4.
Click the Delete button to remove an item from the system. (Confirmation is requested by a dialog box. Click Yes to confirm the deletion.)
Adding
Inventory
Button
Though quantity is usually added to inventory as part of a physical count, in some instances you may want to add an item quantity to inventory by way of the Item Data form. The Item Data form contains an Add to
Inventory button along the bottom that opens the Inventory Data form with a record already present for the selected item. The Add to Inventory button is activated when you add an item and click the Save button found along the bottom of the form, or you edit an item and click the Save button found along the bottom of the form:
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Add to Inventory button
When the Add to Inventory button is activated and an item is selected, you are able to add an item to inventory. For more information about this process, please refer to the instructions that follow:
1.
2.
Click the drop-down arrow in the Item # field and select the item that you want to add to inventory.
Select the Add to Inventory button found along the bottom of the Item
Data form.
The Inventory Data form appears with a record already created for this item.
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5.
6.
3.
4.
The Inventory Data form displays the current inventory location of the item, including UOM and on-hand count.
Click the drop-down arrow in the Location field and select the desired location from the list that appears. Press the <Tab> key until you advance to the UOM field.
Click the drop-down arrow in the UOM field and select the UOM from the list that appears. Press the <Tab> key to advance to the On Hand field.
Enter the on hand quantity in the On Hand field.
Select the Do It button found along the bottom of the form to process your changes.
Or, select the Preview button to view an inventory report of the item on-screen.
Or, select the Print button to print an inventory report of the item.
7.
Select the Close button to exit the Inventory Data form. You are returned to the Item Data form.
8.
Next, select the Close button to save the entries and exit the Item Data form.
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Managing Customer Information
Information about your customers is added to the application at the Customers form.
Select Manage > Customers. The Customers form appears.
•
•
When the form first opens it is not editable, and the fields are blank. Two tabbed sections are part of this form.
Customers: Enter the customer contact information in this section of the form.
Customer Ship To IDs: Enter the customer ship to locations in this section of the form. (This is important when processing picking orders because the customer shipping entries are available for selection from the picking order’s Customer Ship To ID field.)
Customers
Form Buttons
This form uses buttons to add, edit, delete, and process data:
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TABLE 6. Customers Form Buttons
Button Function Description
Add Places the form in Add mode so that you can add a new customer to the database.
Save Saves data changes.
Preview Preview the Customer form in report format.
Print Print the Customer form in report format.
Delete
Cancel
Delete the entire Customer record (including customer ID information and customer shipping information), or
ONLY delete this customer’s shipping information, if using this button from the Ship To tab of the Customers form.
Close the form and cancel data changes.
Close Close the form and save data changes.
Adding New
Customers
To add a new customer to the database, please refer to the steps that follow.
1.
Select Manage > Customers. The Customers form appears.
2.
Select the Add button found along the bottom of the Customers form.
The form fields become enabled and the cursor is placed in the Cus-
tomer ID field.
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3.
4.
Enter a unique customer identification for this customer in the Cus-
tomer ID field. Next, enter the company name for this customer in the
Company Name field.
If desired, enter the customer address information. Enter the street address in the Address 1 field. Next, enter the Suite, if applicable in the
Suite field. Enter the city in the City field, the state or province in the
State/Province field, the zip (or postal) code in the Postal Code field, the country in the Country field, the contact name in the Contact field, the phone number in the Phone field, and the fax number in the Fax field. Enter any comments about this customer in the Comments area.
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When you are finished adding customer information, click the Save button found along the bottom of the form to save the customer information.
Editing
Customer
Information
To edit customer information (the information found in the Customers tab), click the drop-down arrow found in the Customer ID field at the top of the form and select the customer whose information you want to edit from the drop-down list that appears. Next, edit the desired fields. When you are finished click the Save button found along the bottom of the form to save any data changes.
Adding
Customer
Shipping
Information
Customer shipping information is also added to the system in the Customers form. To enter shipping information for a customer, please refer to the instructions below:
1.
2.
In the Customers form, click the drop-down arrow found in the Cus-
tomer ID field at the top of the form and select the customer for whom you want to enter shipping information.
Next, click the Customer Ship To IDs tab to bring this section to the front:
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3.
4.
Enter a Ship To ID for this customer in the Ship To ID field (the Ship
To ID must be different than the Customer ID entered for this customer in the Customers tab of this form for the system to accept the customer shipping information). Press the <Tab> key to advance to the
Company Name field.
Enter the name of the company in the Company Name field. Press the
<Tab> key to advance to the next field.
Editing
Shipping
Information
Deleting
Customer/
Shipping
Information
5.
6.
7.
8.
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Enter the shipping street address in the Address 1 field. Press the
<Tab> key to advance to the Suite field.
Enter the Suite for the shipping address, if applicable, in the Suite field.
Press the <Tab> key to advance to the City field.
In the City field, enter the city for the shipping address. Press the
<Tab> key to advance to the State/Province field.
In the State/Province field, enter the state or province in the shipping address for this customer. Press the <Tab> key to advance to the Postal
Code field.
Enter the zip code or postal code for the shipping address in the Postal
Code field. Press the <Tab> key to advance to the Country field.
10.
Enter the country for the shipping address in the Country field. Press the <Tab> key to advance to the Contact field.
11.
Enter the shipping contact in the Contact field. Press the <Tab> key to advance to the Phone field.
12.
Enter the phone number for the shipping contact or the shipping area in the Phone field. Press the <Tab> key to advance to the Fax field.
13.
Enter the fax number for the shipping contact or the shipping area in the Fax field. Press the <Tab> key to advance to the Comments field.
14.
Enter any applicable comments about the shipping information in the
Comments field.
15.
Select the Save button found along the bottom of the form when you are finished entering the customer shipping information.
Once the Ship To ID has been added to the system, it cannot be edited. To edit any other part of the shipping data for a customer, click the drop-down arrow in the Customer ID field and select the customer whose shipping information you want to edit. Press the <Tab> key to advance to the field whose information needs changed, and change the information in this field. When you are finished editing the information, click the Save button to save the changes.
You are able to delete a customer record from the Customers form. To delete a customer record, click the drop-down arrow in the Customer ID field and select the customer whose record you want to delete. Next, click the Delete button found along the bottom of the form. The customer record will be deleted from the system, including the customer’s shipping record.
If you wish to delete a shipping record ONLY, click the drop-down arrow in the Customer ID field and select the customer whose shipping record
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Managing Vendor Information
Information about your vendors (i.e., suppliers) may be added to the application at the Vendors form. To reach the Vendors form, select Manage >
Vendors.
The Vendors form appears.
When the form first opens, it is not editable, and the fields are blank.
Vendors Form
Buttons
You are able to add, edit, and delete vendor information from this form, via the buttons found along the bottom of the form:
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TABLE 7. Vendors Form Buttons
Button
Functio n
Add
Description
Places the form in Add mode so that you can add a new vendor to the database.
Save Save data changes.
Preview Preview the Vendors form information in report format.
Delete
Print the Vendors form to your default printer in report format.
Delete this Vendor record.
Cancel Close the form and cancel data changes.
Close Close the form and save data changes.
Adding a New
Vendor
To enter a new vendor into the database, please refer to the steps that follow.
1.
2.
Select Manage > Vendors. The Vendors form appears.
Select the Add button found along the bottom of the Vendors form. The form fields become enabled and the cursor is placed in the Vendor ID field.
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Editing
Vendor
Information
Deleting
Vendor
Information
3.
4.
5.
Enter a unique vendor identification for this vendor in the Vendor ID field. Next, enter the vendor’s name in the Vendor Name field.
Enter the vendor address information. Enter the street address in the
Address 1 field. Next, enter the second address line, if applicable, in the Address 2 field. Enter the city in the City field, the state or province in the State/Province field, the zip or postal code in the Postal
Code field, the country in the Country field, the contact name in the
Contact field, the phone number in the Phone field, and the fax number in the Fax field. If desired, enter any comments in the Comments area.
When you are finished entering the vendor information, select the Save button found along the bottom of the form to save the vendor information.
To edit vendor information, click the drop-down arrow found in the Ven-
dor ID field at the top of the form. Select the vendor whose information you want to edit from the drop-down list that appears. Next, edit the desired fields. When you are finished click the Save button found along the bottom of the form to save any data changes.
You are able to delete a vendor record from the Vendors form. To delete a vendor record, click the drop-down arrow in the Vendor ID field found at the top of the form. Select the vendor whose record you want to delete.
Next, click the Delete button found along the bottom of the form. The vendor record will be deleted from the system.
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Working with Inventory Information
Editing an Item Quantity in a Location
Modifying an Item’s Inventory Record
Moving an Item Between Locations
Moving All Items in a Location
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Introduction
IntelliTrack ISRP tracks item quantity, item location, and item movement at each of your sites.
1.
2.
For more information about managing your inventory with IntelliTrack
ISRP, please refer to the following sections:
Working with Inventory Information
Working with Inventory Information
At the Inventory Data form, you are able to quickly check inventory item quantities and item locations. You are also able to adjust inventory item quantity and add items to a location. To reach the Inventory Data form: select Manage > Inventory > Inventory Data.
The Inventory Data form appears. The default site, as set in the Local Site
Settings form, automatically appears in the Site field. Inventory data may be sorted by item number or location for the selected Site(s).
•
•
•
•
The Item Data form lists the following item inventory information:
Unit of Measure (UOM): if this feature is enabled in the System
Options Form/Features tab, and is being used by the system, this form will list the unit of measure for this item.
Serial Number: if this feature is enabled in the System Options form/
Features tab and is being used by the system, this form will list the item’s serial number.
On Hand Quantity: the on hand or “available” quantity of the item in this site location.
Inventoried Quantity: the quantity of the item in this site location from a physical inventory count. If the Replace On-Hand Quantities
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Inventory Data
Form Buttons
The Inventory Data form contains action buttons along the bottom of the form to process data. A brief overview of these buttons is found in the chart that follows:
TABLE 8. Inventory Data Form Buttons
Button Function
Update
Inventory
Delete
Inventoried
Values
Let Down
Add
Description
Update the on hand quantity with the inventoried quantity. Only available if the Replace
On Hand Quantities selection is not enabled in System Options/Options tab.
Clears the inventoried quantity in the Item
Data form. Only available if the Replace On
Hand Quantities selection is not enabled in
System Options/Options tab.
Opens the Inventory Let Down form so that you can convert an item to a lower unit of measure.
Places the form in add mode so that you can add record(s) to the database.
Do It Processes inventory data entries and clears the form.
Preview
Preview the Inventory Data form in report format on-screen.
Print the Inventory Data form in report format to your default printer.
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TABLE 8. Inventory Data Form Buttons (Continued)
Button Function
Cancel
Description
Exit the form without saving entries.
Close Save data and exit from the form.
Retrieving Inventory Data
At the Inventory Data form, you are able to review inventory information by retrieving item data by location, or location data by item.
Note: Item number and Location are not combination search criteria.
Only one of the criteria can be selected at a time.
The search criteria fields (Item # and Location) are found in the Select
Filter Criteria to Retrieve Data section of the form.To retrieve inventory data, refer to the steps that follow:
1.
2.
In the Site field, click the drop-down arrow and select the site from the list that appears.
To search for inventory data by item number, click the drop-down arrow in the Item # field to select the item. To search for inventory data by location, click the drop-down arrow in the Location field and select the location from the list that appears.
If the Item # criteria is selected, the retrieved data in the form lists all the locations where the item is stored, the item’s UOM, on-hand quantity, and inventoried quantity, if available.
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If the Location criteria is selected, the retrieved data in the form lists the items stored in the location, the item’s UOM, on hand quantity, and inventoried quantity, if available.
Adding an
Item to a
Location
Though it is preferred to add an item to a location and increase or decrease it’s quantity as part of a physical count, in some instances, you may want to add an item to a location at the Inventory Data form. To add an item to a location from the Inventory Data form, refer to the instructions that follow:
1.
2.
To add an item to a location, select the drop-down arrow in the Item # field and select the item you want to add from the list that appears;
—Or—
Select the drop-down arrow in the Location field and select the location to which you want to add the item.
Next, select the Add button.
3.
If you chose to add an Item # to a location, a new line is added in the form for this item, and the cursor is automatically placed in the Loca-
tion field. (The Site and Item # fields are assigned values based upon the existing system data.) In the newly added line, click the drop-down arrow in the Location field to assign a location to this item.
If you chose to add a Location to an item #, a new line is added in the form for this location, and the cursor is automatically placed in the
Item # field. (The Site and Location fields are automatically assigned values based upon the existing system data.) In the newly added line, click the drop-down arrow in the Item # field and select the location for this item number from the drop-down list that appears.
Press the <Tab> key to advance to the UOM field.
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4.
5.
6.
7.
Click the drop-down arrow in the UOM field, and select the UOM for this item from the list that appears. (If you have selected the Multiple
UOM option in the System Options form/Features tab, you will have a choice of the unit of measure values found in the Unit of Measure lookup table. For more information about system options, refer to
“System Options” on page 27 . For more information about Lookups, refer to
. For more information about unit of measure, refer to
“Adding a Unit of Measure” on page 57 .)
Press the <Tab> key to advance to the On Hand field.
Enter the on hand (available) inventory quantity for this item in the On
Hand field.
Press the <Tab> key to advance to the Inventoried field. Enter an inventoried amount, if applicable. (The Inventoried field is only available when the Replace On Hand Quantities option in the System
Options form/Options tab is not enabled.)
Note: The inventoried quantity represents the quantity from a physical inventory count. It must be moved to on hand quantity to be used by the
system. If the Replace On Hand Quantities option is enabled in the Sys-
tem Options form/Options tab, your inventoried quantity will automati- cally replace your on hand quantity.
8.
Click the Do It button found along the bottom of the form to process the data.
Editing an
Item Quantity in a Location
To edit an item quantity in a location, refer to the following steps:
1.
2.
In the Search Filter to Retrieve Data section of the form, click the drop-down arrow in the Item # field and select the item number for the on hand quantity that you want to edit from the drop-down menu list that appears.
—Or— click the drop-down arrow in the Location field and select the location for the item number of the on hand quantity that needs edited from the list that appears.
The information for this item number or this location, depending on your search criteria selection, populates the form. If you chose to search for the item number by location, the form may contain multiple line entries.
Click in the item’s On Hand field and edit the item’s on hand or available quantity.
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Click the Do It button found along the bottom of the form to process the change(s).
Modifying an
Item’s
Inventory
Record
2.
3.
Once an item entry is processed on the Inventory Data form, inventory information cannot be modified, except for the item quantity. To modify inventory information after an item is processed at the Inventory Data form, the inventory entry must be deleted and then re-added. This process is explained in the instructions below:
1.
Click in the On Hand field of the item that you want to delete.
Enter 0 in the field.
Click the Do It button to process the change.
If the Auto Delete Locations With 0 Inventory option has been enabled in the System Options form/Options tab (Tools > Setup > Sys-
tem Options), the entry is deleted, and you are finished deleting the inventory entry.
If the Auto Delete Locations with 0 Inventory option has not been enabled, the entry will not be deleted automatically when it has zero inventory. It must be deleted at the Purge form. To delete it at the Purge form, follow these instructions:
Click the Close button to save your changes and close the Inventory
Data form.
Select Tools > Purge from the main menu. The Purge form appears.
In the Inventory section of the form, mark the Zero Locations check box.
Click the Do It button to process the purge for all locations with zero inventory.
Working with
Inventory
Counts
At certain intervals, your operation will most likely perform cycle counts on items in your inventory. In IntelliTrack ISRP, the cycle count amount is called the “inventoried” count or quantity and represents a temporary
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If you have enabled the Replace On-Hand Quantities system option, your inventory for that item and location will be updated automatically with your physical inventory counts from the portable device. Hence, the
Inventoried field will not be visible in the Inventory Data form, and the
Update Inventory and Delete Inventoried Values buttons found along the bottom of the form will be disabled.
Updating Inventory
If you have not enabled the Replace On-Hand Quantities system option, you will need to update your on hand inventory amount with the physical inventory amount manually if a discrepancy exists between them. To manually replace the on hand item quantity with the inventoried quantity
(physical count amount), please refer to the following instructions.
1.
In the Inventory Data form, select the site.
Next, click the Update Inventory button.
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Update Inventory Button
2.
The following message appears, asking you if you want to replace the on hand amount with the inventoried amount for this site. Click Yes to continue. (Clicking No will cancel updating the on hand quantity with the inventoried quantity for this site.)
Deleting
Inventoried
Values
3.
The On Hand quantity for the inventory is updated with the Invento-
ried quantity for the entire site.
If you have not enabled the Replace On-Hand Quantities system option, you also have the option to delete inventoried values by site item or site location. To delete inventoried values, please refer to the following instructions:
1.
In the Inventory Data form, select the item or location whose inventoried values you want to delete. Next, click the Delete Inventoried Val-
ues button.
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2.
Delete Inventoried Values button
The following message appears, notifying you that clearing the inventoried field removes physical counts without applying them. This means that the inventory will not be updated with the physical count amounts. Click Yes to continue. (Clicking No will cancel deleting the inventoried values.)
3.
The inventoried quantity for the inventoried items are cleared in the form; the on hand quantity remains unchanged:
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Let Downs
Performing a
Let Down
To convert an item’s unit of measure to a lower unit of measure, you need to perform a let down for the item’s quantity. (For more information about
units of measure, please refer to “Unit of Measure” on page 56
. For more information about defining an item’s units of measure, please refer to
“Establishing an Item Unit of Measure Range” on page 96
.)
The let down is performed at the Inventory Let Down form. It is started by clicking the Let Down button found along the bottom of the Inventory
Data, Move Item, or Picking Order form:
Note: To perform a let down, the selected item must contain a quantity that can be converted to a lower unit of measure. The units of measure available for an item and the count for each unit of measure are set in the
Item Data form/Units of Measure tab. You must enable the Multiple
UOM feature in the System Options form\Features tab to use multiple units of measure in your system.
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•
•
•
Inventory Data form: The Let Down button becomes enabled when an item is selected.
Move Item form: The Let Down button becomes enabled when the item was selected to move.
Picking Order form: The Let Down form appears automatically if the item selection requires a UOM conversion.
Note: The Let Down process is called automatically for picking orders if
the UOM option is enabled in the System Options/Options tab and the item being picked requires a let down to meet the pick UOM quantity.
Reaching the Inventory Let Down Form from the
Inventory Data Form
In the example below, the Let Down form is reached from the Inventory
Data form:
1.
In the Inventory Data form, select the item for UOM let down.
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2.
Next, click the Let Down button.
3.
The Inventory Let Down form appears. It contains data for the selected item in the Inventory Data form:
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4.
5.
In the Let Down To section of the form, click the drop-down arrow in the Unit of Measure field, and select the UOM to which the item is
Let down from the drop-down list that appears. The UOM conversion ratio, as defined for this item in the Item Data form, is displayed in the
UOM Conversion field.
Click in the Qty to Let Down field and enter the quantity to be let down. —Or—
Click the Select All button (as shown in the example below) to convert all the item’s quantity to the lower UOM. The Total Let Down field displays the total number of items that are being let down.
6.
7.
Do It Close
Click the Do It button to process entries. To cancel entries, click the
Cancel button.
The Inventory Let Down form closes, and you are returned to the form from which you initiated the Let Down process (in this example, you are returned to the Inventory Data form). The Inventory Item for which the Let Down process has been run contains the new UOM and corresponding On Hand quantity.
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Tracking Inventory Movement
IntelliTrack ISRP records all aspects of inventory moves, including who performed the move, the move from and move to site, the item number, and the location. It also displays the on hand item quantity, and if applicable the item UOM and the item serial number.
Moving an
Item Between
Locations
Items are moved between locations at the Move Item form. Select Manage
> Inventory > Move Item;
The Move Item form appears:
Move Item
Form Buttons
The Move Item form contains action buttons along the bottom of the form to process data. A brief overview of these buttons is found in the chart that follows:
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TABLE 9. Move Item Form Buttons
Button Function Description
Let Down Opens the Inventory Let Down form to convert an item to a lower unit of measure.
Do It Process entries and clear data on the form.
Cancel Exit the form without saving entries.
Close Save data and exit from the form.
Moving an
Item
To move an item via the Move Item form, refer to the instructions that follow:
1.
2.
3.
4.
5.
If recording a move that was performed by another operator, click the drop-down arrow in the User field and select the operator from the drop-down menu list that appears. (The field defaults to the current logged in user.)
Enter a Transaction Reference Code for the move, if desired, in the
Reference # field. (The Transaction Reference Code is not defined by the application; it is a user-created optional entry.)
If multiple sites are selected, in the Move From section of the form, click the drop-down arrow in the Site field and select the site from which you are moving the item from the drop-down menu list that appears.
In the Move From section of the form, click the drop-down arrow in the Item # field and select the item which you are moving from the drop-down menu list that appears. The item description appears in the gray field below the Item #.
In the Move From section of the form, click the drop-down arrow in the Location field and select the location from which you are moving the item. Once selected, the Unit of Measure field, and the Serial # field beneath the Location field display the relevant information for this item.
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6.
7.
8.
If multiple sites are selected, in the Move To section of the form, click the drop-down arrow in the Site field and select the site to which you are moving the item from the drop-down menu list that appears.
In the Move To section of the form, click the drop-down arrow in the
Location field and select the location to which you are moving the item from the drop-down menu list that appears.
Next, click in the Qty to Move field, and enter the quantity of the item that you are moving:
As a reference, the number of available items in the location is listed below the Qty to Move field, next to the Select All button. If you want to move all of the items to the selected location, click the Select All button. The total item quantity listed next to the Select All button will be entered in the Qty to Move field.
If you want to move a specific quantity, not all of the items, enter the quantity of the item that you are moving in this field.
9.
Click the Do It button found along the bottom of the form to process the move. (Clicking the Cancel button found along the bottom of the form will cancel the move entries.)
10.
Select the Close button found along the bottom of the form to exit the form.
Mass Move
Recording a
Mass Move
If you are moving all the items in one location to a new location, you are able to record the entire inventory movement at once with the Mass Move form.
To reach the Mass Move form, select Manage > Inventory > Mass Move.
The Mass Move form appears.
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Mass Move
Form Buttons
The Mass Move form contains buttons along the bottom of the form to process data. A brief overview of these buttons is found in the chart that follows:
TABLE 10. Mass Move Form Buttons
Button Function
View Inventory to be Processed
Do It
Description
Opens the Selected Inventory form, which shows all inventory located in the location selected for the move.
Process entries and clear the form.
Cancel
Close
Exit the form without saving entries.
Save data and close the form.
Moving All
Items in a
Location
To record a “mass move” (moving all items in one location to another location) of inventory, refer to the instructions that follow:
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1.
2.
3.
4.
If recording a move that was performed by another operator, click the drop-down arrow in the User field, and select the operator that performed this move from the drop-down menu list that appears.
Enter the transaction reference number for the move, if desired, in the
Reference # field. (The Reference # is not a system defined number–it is a user created, optional entry.)
If the multiple sites feature is enabled, click the drop-down arrow in the
Site field in the Move From section of the form. Select the Site from which you are moving inventory from the list that appears.
In the Move From section of the form, click the drop-down arrow in the Location field, and select the location you are moving the item from in list that appears.
If you select a quarantine location, the system will prompt you with a dialog box, notifying you that this is a quarantine location:
5.
If you still wish to select this location, choose Yes to close the dialog box and continue. If you do not want to select this location, choose No to close the dialog box and choose another location.
To view the inventory that is found in this location, click the View
Inventory to be Processed button.
The Selected Inventory form appears, detailing the inventory included in the pending move:
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6.
7.
8.
When you are finished reviewing the information about the inventory included in the move, close the form by clicking the Close button. You are returned to the Mass Move form. If you wish to continue with the mass move, do not change any settings in the Move From section of the form. Next, select where you are going to move this inventory.
If the multiple sites feature is enabled, click the drop-down arrow in the
Site field in the Move To section of the form. Select the Site to which you are moving the item from the drop-down menu list that appears.
In the Move To section of the form, click the drop-down arrow in the
Location field, and select the location to which you are moving the items from the drop-down menu list that appears.
If you select a quarantine location, the system will prompt you with a dialog box, notifying you that this is a quarantine location. If you still wish to select this location, choose Yes to close the dialog box and continue. If you do not want to select this location, choose No to close the dialog box and choose another location.
Click the Do It button found along the bottom of the form to process the inventory move and clear the form. (Click the Cancel button found along the bottom of the form to close the form and cancel moving the items.) Select the Close button found along the bottom of the form to process the move and exit the form.
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Kitting
In IntelliTrack ISRP, a “kit” represents a preset group of items, of varying quantities. Predetermined items that are part of a kit are picked from inventory when the kit is selected as part of a picking order. When creating a picking order that includes a kit, the picking order will automatically include all the items and item quantities that comprise the kit.
Creating Kits
In ISRP, “kits” are created and maintained at the Kit Maintenance form.
To reach the Kit Maintenance form: click Manage > Kit Maintenance:
Kit
Maintenance
Form Buttons
The Kit Maintenance form uses buttons to perform data processing. The buttons are found along the bottom of the form. The chart below shows an example of each button in the form, and explains its functionality.
TABLE 11. Kit Maintenance Form Buttons
Button Function
Add
Description
Clears the form and adds a new record line so that you can add a kit to the database.
Save Save form data.
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TABLE 11. Kit Maintenance Form Buttons (Continued)
Button Function
Preview
Description
Preview form kit information on-screen in report format.
Delete
Prints form information in report format to your default printer.
Deletes kit record from the form.
Cancel Exit the form without saving entries.
Close Save data and exit from the form.
Adding a New
Kit
6.
7.
To add a kit to ISRP, refer to the following instructions:
1.
2.
3.
4.
5.
8.
9.
Click the Add button found along the bottom of the form. The data in the form clears, and the cursor is placed in the Kit Master field.
In the Kit Master field, enter a name for the new kit. Press the <Tab> key on your keyboard to advance to the Description field.
Enter the Kit Description in the Description field.
In the Item # field, click the drop-down arrow. A drop-down menu list appears; select an item to be included in the kit from the list that appears. Press the <Tab> key on your keyboard to advance to the
UOM field.
In the UOM field, enter the UOM for the item in the kit. Press the
<Tab> key on your keyboard to advance to the Quantity field.
In the Quantity field, enter the amount of this item that goes in the kit.
Repeat steps 4–6 until all the kit items have been added.
When you have completed adding items to the kit, click the Save button to save the kit entry and clear the form. (Click the Cancel button to exit the form without saving any changes.)
When you are finished at the Kit Maintenance form, click the Close button to save any unsaved data, and exit the Kit Maintenance form.
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Editing an
Existing Kit
To edit an existing kit in ISRP:
1.
Click the drop-down arrow in the Kit Master field and select the kit that you want to edit from the drop-down list that appears.
2.
Make the desired information changes.
3.
Click the Save button found along the bottom of the form when you are finished making changes. (Clicking the Cancel button cancels the changes.)
Picking a Kit
Predetermined items that are part of a kit are picked from inventory when the kit is selected as part of a picking order. When creating a picking order that includes a kit, the picking order will automatically include all the items and item quantities that comprise the kit. For more information about
creating a picking order, please refer to “Adding New Picking Orders” on page 151 .
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Receiving
Posting Changes to Receiving Orders
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Introduction
•
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•
IntelliTrack ISRP accommodates receiving (i.e., incoming) orders in the workstation application via the three Receiving Order forms:
New Receiving Order form: Use this form to add receiving orders into the system. For more information, please refer to
Review Receiving Order form: Use this form to review receiving orders in the system.
For more information, please refer to Reviewing
Change Receiving Order form: Use this form to post changes to existing receiving orders. For more information, please refer to
.
Receiving Order Information
The Receiving Order forms hold receiving order information and house order data, as follows:
Order
Information
•
•
•
•
•
•
•
Site: The site/facility where the order is received.
Order Status: open or closed; orders that have not been received in full are considered open by the system; fully processed orders are considered closed by the system. The user may manually mark the order open or closed.
Order Number: unique numeric identifier for the receiving order; is generated by the system if Automate Order Numbering is selected for Receiving orders in the System Options form/Orders tab; otherwise, the order number must be entered by the user.
Order Date: date order is received into the system; automatically defaults to current date.
Due Date: date the order is due at your facility.
User: the ISRP user who placed the order in the system.
Vendor ID or Name: vendor identifier or vendor name, as entered into the system at the Vendors form. Vendor information is required if the
Require Vendor option is enabled for receiving orders in the System
Options form/Orders tab.
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• Carrier: delivery carrier.
•
•
•
•
•
•
•
•
Line Number: the line number for each order data record is displayed, thus allowing you to view the order by individual line items.
Ordered Quantity: displays the amount of the item ordered.
Prior Received Quantity: displays the item quantity previously received against this order, if applicable.
Newly Received Quantity: the amount of the item currently being received against this order.
Location: site location where order items will be/are stored.
Item UOM: unit of measure of received item(s), only available if this feature is enabled in system options.
Item Serial Number: serial number of received item, only available if this feature is enabled in system options.
Comments (about the order): any comments about the receiving order may be placed in this form field.
Receiving Order Forms Buttons
The Receiving Order forms contain action buttons along the bottom that allow you to process data.
TABLE 12. Receiving Order Forms Buttons
Button Function Description
Order
Status
Toggles the order status between open and closed.
Receiving Form
Availability
Change Receiving Order
Do It Processes a receiving order and clears the form.
New Receiving
Order
Change Receiving Order
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TABLE 12. Receiving Order Forms Buttons (Continued)
Button Function
Bar Code
Labels
History
Preview
Delete
Cancel
Close
Description
Opens the Bar Code
Labels form for the selected order.
Opens the History form with this receiving order selected.
Preview the Order form in
Report format.
Prints the Order form in
Report format to your default printer.
Opens the Delete Order dialog, giving you the option to delete the entire receiving order OR to delete the selected line number or item number record from the order.
Closes the form without saving data changes
Closes the form and saves data changes
New Receiving
Order
Review Receiving Order
Change Receiving Order
New Receiving
Order
Review Receiving Order
Change Receiving Order
Receiving Form
Availability
New Receiving
Order
Review Receiving Order
Change Receiving Order
Review Receiving Order
Change Receiving Order
Review Receiving Order
Change Receiving Order
Review Receiving Order
Change Receiving Order
Change Receiving Order
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Adding New Receiving Orders
New receiving orders are added to the system at the New Receiving Orders form. To reach the New Receiving Orders form, select Manage > Receiv-
ing > New Order from the menu bar. The New Receiving Order form appears.
This form contains Order Information and User Information sections, a
Data section, which displays the order record details, and buttons along the bottom, which allow you to process receiving data. When the form opens, the Order # field is already filled, if Automate Order Numbering was enabled for Receiving orders in the System Options form/Orders tab.
If line numbers are being used, a Line # column is found in the Data section of the form.
1.
When the New Receiving Order form opens, the Order # field is already filled in, if Automate Order Numbering is enabled for receiving orders in the System Options form/Orders tab.
The Site field lists the default site. If multiple sites are being used, you may change the site, if necessary, by clicking the drop-down arrow in the Site field and selecting the desired site from the list that appears.
If the Order # field is not filled in: enter the order number in the Order
# field.
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2.
3.
The Order Date field defaults to the current date. To change the date, click in the Order Date field and enter the desired order date.
The order due date defaults to today’s date. To change the date, click in the Due Date field and enter the desired order due date.
The Created By field defaults to the current user’s name. If recording a receiving order that was performed by another operator, click the dropdown arrow in the Created By field and select the operator from the drop-down menu list that appears.
Vendors may be viewed by name or by vendor ID.
Select how to view vendors by toggling this button. Choices include by name or by number.
4.
5.
To view vendors by name, click the button above the Vendor field, so that Vendors By Name is selected. To view vendors by number, click the button above the Vendors field so that Vendors By Number is selected. Click the drop-down arrow in the Vendor field, and select the vendor who delivered the order from the drop-down menu list that appears.
Click the drop-down arrow in the Carrier field and select the carrier for the order from the drop-down menu list that appears.
In the record portion of the form, the Line # field will appear before the
Item # field. If you are using auto entry for line numbers, skip ahead to the next step (the system will automatically fill in the line number as soon as you are finished creating the ordered quantity, or as soon as you save the line item, or when you save the order). If you are manually entering the line number, enter it in the Line # field.
6.
7.
8.
9.
Click the drop-down arrow in the Item # field and select the item for this order from the drop-down menu list that appears.
After the Item # is selected, the Item Description field is automatically filled, and the cursor is placed in the Ordered field.
Enter the item’s ordered quantity in the Ordered field. Press the
<Enter> key or the <Tab> key on your keyboard to advance to the
New Rec field.
Enter the amount of item received in the New Rec field. Press the
<Enter> or <Tab> key to advance to the Location field.
10.
Click the drop-down arrow in the Location field, and select the location from the drop-down menu list that appears. Press the <Enter> or
<Tab> key to advance to the UOM field.
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11.
Click the drop-down arrow in the UOM field and select the UOM from the drop-down menu list that appears. Press the <Enter> or <Tab> key to advance to the Comments field.
12.
Repeat steps 6—11 until all of the order’s items have been entered.
13.
Select the Do It button found along the bottom of the form to process the new order, and clear the form. The form is cleared and a new receiving order number appears in the Order # field.(Clicking the
Cancel button will clear the information, cancel the order, and close the form. Clicking the Close button will save the order information and close the form.)
14.
When you are finished adding new orders, click the Close button found along the bottom of the form to close the form.
Reviewing Receiving Orders
After the new order information is added at the New Receiving Order form, the order may be viewed at the Review Receiving Order form. Order information cannot be added, edited, or deleted from this form. To review a receiving order: select Manage > Receiving > Review Order from the menu bar.
The Review Receiving Order form appears.
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1.
2.
3.
4.
If multiple sites are being used, click the drop-down arrow in the Site field and select the site where the order resides from the drop-down menu list that appears.
Click the drop-down arrow in the Select type of orders to retrieve field and select the type of orders to be reviewed from the drop-down menu that appears. You may select from open, closed, or all.
Open Order: Full or partial delivery of item is pending.
Closed Order: Item has been delivered in full.
All Orders: Open and closed orders that are logged in the system.
After you select the type of orders to retrieve, the form is enabled.
In the Order Information section of the form, click the drop-down arrow in the Order # field, and select the order that you want to review from the drop-down menu list that appears.
The record portion of the form displays the order details.
When you are finished reviewing orders at this form, click the Close button to exit the form.
Posting Changes to Receiving Orders
Received order information may be edited at the Change Receiving Order form. Use this form to post receiving order receipts, add additional receipts to orders, change order information or delete an order. Select Manage >
Receiving > Change Order from the menu bar.
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The Change Receiving Order form appears:
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1.
2.
3.
4.
Click the drop-down arrow in the Site field and select the desired site from the list that appears, if multiple sites are being used.
Click the drop-down arrow in the Select type of orders to retrieve field, and select the type of orders to be retrieved from the list.
You may select from open, closed, or all.
•
•
Open Order: Full or partial delivery of item is pending.
Closed Order: Item has been delivered in full.
• All Orders: Open and closed orders that are logged in the system.
After you select the type of orders to retrieve, the form is enabled.
In the Order Information section of the form, click the drop-down arrow in the Order # field, and select the order that you want to change from the drop-down menu list that appears.
The record portion of the form displays the order details.
Review the following fields:
Ordered: The amount of the item that was ordered.
Prior Rec: The number of order items that have been received to date.
New Rec: The number of new items received on the order. This number is zero (0) when the order is first presented and returns to zero (0) once the changes are committed to the database.
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5.
6.
7.
8.
To increase the item quantity ordered: click in the Ordered field of the selected item and enter the new quantity ordered.
To add an item to the order:
Click the drop-down arrow in the Item # field of the bottom row and select the new item to be added from the drop-down menu list that appears. Press the <Tab> or the <Enter> key on your keyboard to advance to the Ordered field.
In the Ordered field, enter the item quantity.
To add the newly received goods quantity to the order:
•
•
•
•
Click in the New Rec field and enter the new received quantity.
Select a put away location for the receipts by clicking the drop-down arrow in the Location field and selecting a location from the dropdown menu list that appears.
If UOM is enabled, click the drop-down arrow in the UOM field and select a UOM for the new quantity received from the drop-down menu list that appears.
If other Application features, such as serial number, lots, etc., are enabled and they apply to this entry, assign values to those fields. (A default value is used if no value is entered.)
When all the changes have been made to the selected order, click the
Do It button to process the changes and clear the form. (Clicking Can-
cel will close the form without saving the changes.) Click the Close button to exit the Change Order form and save any changes.
Changing the
Order Status
You are able to manually change the status of the selected order in the
Change Receiving Order form from open to closed or vice versa. To change the order status:
1.
2.
In the Order Information section of the form, click the drop-down arrow in the Order # field, and select the order that you want to change from the drop-down menu list that appears.
The record portion of the form displays the order details.
Click the Toggle Open/Close Order Status button at the bottom of the form.
3.
If the order is open, a dialog box appears, asking you if you want this order to be closed. If the order is closed, a dialog box appears, asking you if you want this order to be re-opened.
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Order
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To change the order status, click Yes. To cancel changing the order status, click No.
The dialog box closes and the order status is changed in the Change
Picking Order form.
Order information is deleted from the system at the Change Receiving
Order form:
1.
2.
In the Order Information section of the form, click the drop-down arrow in the Order # field, and select the order that you want to delete from the drop-down menu list that appears.
The record portion of the form displays the order details.
Click the Delete button found along the bottom of the form.
•
•
If the order contains only one line number item, a dialog appears telling you that an order must have at least one item.
Click the Yes button to continue deleting the order information. The dialog closes and you are returned to the Change Receiving Order form. The receiving order has been deleted from the system and the information on the form has been cleared.
Click the No button to cancel deleting the order. The dialog closes and you are returned to the Change Receiving Order form. The receiving order information on the form remains the same.
If the order contains at least two line number items, a Delete Order dialog appears.
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The Delete Order dialog contains two options. Select the desired option, and then click the Do It button.
•
•
Delete ORDER number: if you select this option, the entire order specified will be deleted from the system, including all line number entries in the order (by default, the order currently selected is entered into the order number field).
Delete LINE number: if you select this option, only the line number specified will be deleted from this order number. In other words, the order will still be maintained by the system, but it will not contain this line number information (the first line number in the order is automatically entered into the line number field).
If the order is open, you may select a different line number to be deleted. To change the line number that will be deleted, place the cursor in the line entry that you want to delete, and then select the Delete button. This time the Delete LINE Number field in the Delete Order dialog will contain the selected line number, if it is different from the first one.
Warning: When deleting an individual line number from the order, pending changes to other records will be processed.
•
•
If you elect to delete the entire order, the Delete Order dialog closes and you are returned to the Change Receiving Order form. The form is cleared of order information.
If you elect to delete the specified line number only, the Delete Order dialog closes, and another dialog box appears, asking you if you are sure you want to delete the selected item on this order. Click OK to continue deleting the selected line number item. The dialog box will close and you are returned to the Change Receiving Order form.The form will still contain the order information, however, the information pertaining to the specified line number will be deleted.
Viewing the
Order’s
History
The history button is enabled in the Review Receiving Order and Change
Receiving Order form. To view history information for a particular order, click the History button found along the bottom of the form.
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The View History form appears, with this order already selected. To view transaction information about this order, click the Go button in the View
History form.
Note: To view history information, the history feature must be enabled in the System Options form.
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Picking
Posting Changes to Picking Orders
Viewing the Order’s Shipping Information
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Introduction
•
•
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IntelliTrack ISRP accommodates picking (i.e., outbound) orders in the workstation application via the three Picking Order forms:
New Picking Order form: Use this form to add picking orders into the system. For more information, please refer to
Review Picking Order form: Use this form to review picking orders in the system.
For more information, please refer to Reviewing Picking
Change Picking Order form: Use this form to post changes to existing picking orders.
For more information, please refer to Posting
Picking Order Information
The Picking Order forms hold picking order information and contain picking order data as follows:
Order
Information
•
•
•
•
•
•
Order Status: open or closed; orders that have not been picked in full are considered open by the system; fully picked orders are considered closed by the system. The user may override the system and manually mark an order open or closed.
Order Number: unique numeric identifier for the picking order; is generated by the system if Automate Order Numbering is selected for Picking orders in the System Options form/Orders tab; otherwise, the order number must be entered by the user.
Order Date: date order is received into the system; automatically defaults to current date if Automate Order Numbering is selected for
Picking orders in the System Options form/Orders tab; otherwise, the order date must be entered by the user.
Due Date: date the order is due to be picked, user-editable field.
User: the ISRP user who placed the order in the system.
Customer: customer name or customer ID, as entered into the system at the Customers form. Customer information is required if the
Require Customer option is enabled in the System Options form/
Orders tab.
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Information
•
•
•
•
•
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Ship To: customer shipping information. “Ship To” information is required if the Require Ship To option is enabled in the System
Options form/Orders tab.
Carrier: user-selected delivery carrier associated with this order.
Method: user-selected carrier delivery method associated with the selected carrier.
Kit: Select a Kit as part of the pick order. In IntelliTrack ISRP, a “kit” represents a preset group of items, of varying quantities. Predetermined items that are part of a kit are picked from inventory when the kit item number is selected as part of a pick order. When creating a Picking
Order that includes a Kit, the Picking Order will automatically include all the items and item quantities that comprise the kit.
Kits Needed: amount (quantity) of the selected kit that is associated with this order.
•
•
•
•
•
•
•
•
•
Line Number: displays line number for each picking order data record, thus allowing you to view the order by individual line items.
Item Number: displays the item number for each item in the picking order data record. An item number may be repeated multiple times, by line.
Ordered: total item quantity of the picking order. This amount may be higher then the on hand quantity of the item if you are placing the pick order against an anticipated receiving order.
Prior Pick: displays the amount of the item quantity previously picked against this order, if applicable.
New Pick: the amount of the item currently being picked against this order.
Location: site location where pick order item(s) will be/are stored.
Item Unit of Measure (UOM): unit of measure of picked item(s), only available if this feature is enabled in system options.
Item Serial Number: serial number of picking order item, only available if this feature is enabled in system options.
Comments (about the order): any comments about the picking order item are placed in this form field.
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Picking Order Forms Buttons
In addition, the Picking Order forms contain action buttons along the bottom that allow you to process data.
TABLE 13. Picking Order Forms Buttons
Button Function Description
Order
Status
Toggles the order status between open and closed.
Picking Form
Activation
Change Picking
Order
Shipping
Info
Do It
History
Preview
Opens the Shipping form for the order and lists shipping information such as carrier and shipping method.
If using ISRP-UPS World
Ship Online integration, will also list the tracking number and shipping charges for a UPS shipment.
Processes a picking order and clears the form.
Opens the History form with this picking order selected.
Preview the Order form in
Report format.
Prints the Order form in
Report format to your default network printer.
Review Picking
Order
Change Picking
Order
New Picking Order
Change Picking
Order
Review Picking
Order
Change Picking
Order
Review Picking
Order
Change Picking
Order
Review Picking
Order
Change Picking
Order
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TABLE 13. Picking Order Forms Buttons (Continued)
Button Function Description
Delete Opens the Delete Order dialog, giving you the option to delete the entire picking record OR selected line number or item number record from the order.
Cancel Closes the form without saving data changes
Picking Form
Activation
Change Picking
Order
Close Closes the form and saves data changes
New Picking Order
Review Picking
Order
Change Picking
Order
New Picking Order
Review Picking
Order
Change Picking
Order
Adding New Picking Orders
A new picking order is entered at the New Picking Order form. The New
Picking Order form may be reached from the main menu. To reach the
New Picking Order form from the main menu: select Manage > Picking >
New Order.
The New Picking Order form opens with the new order # already entered if Automate Order Numbering for Picking orders is enabled in the System Options form/Orders tab.
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To add a new picking order to the system:
1.
2.
3.
4.
5.
If the multiple sites feature has been enabled, click the drop-down arrow in the Site field and select the Site from drop-down menu list that appears.
If automate order numbering is enabled for picking orders, the order number will be automatically placed in the Order # field. If order numbering is not automated, enter the order number in the Order # field.
The order date and due date default to today’s date. If you want to change the order date, enter the new order date in the Order Date field.
If you want to change the due date, enter the new due date in the Due
Date field.
Click the drop-down arrow in the Created By field and select the operator’s user ID from the drop-down menu list that appears, if applicable.
(The Created By field defaults to the login name.)
Customers may be viewed by name or by customer ID.
Select how to view customers by toggling this button. Choices include by name or by number.
To view customers by name, click the button above the Customer field, so that Customers By Name is selected. To view customers by number, click the button above the Customer field so that Customers
By Number is selected. Click the drop-down arrow in the Customer field, and select the customer for the order from the drop-down menu list that appears.
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7.
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Next, click the drop-down arrow in the Ship To field and select the shipping information for the selected customer from the drop-down menu list that appears.
Click the drop-down arrow in the Carrier field and select the carrier for the order.
If kits are part of the new picking order, enter the amount of kits needed
(instead of individual item entries) in the Kits Needed field. Next, click the drop-down arrow in the Select Kit field and select the particular kit used in the order. Each item from the selected kit is added to the record detail.
9.
You will see a Line # field in the order record portion of the form. If auto-numbering is selected for line numbers, the line number will be automatically entered into this field. If auto-number is not being used, enter the line number in the Line # field. Press the <Tab> key to advance to the Item # field.
10.
Click the drop-down arrow in the Item # field and select the item # for the new picking order. Next, press the <Tab> key to advance to the
Ordered field.
11.
In the Ordered field, enter the total item quantity of this pick order.
(This amount may be higher then the on hand quantity of the item if you are placing the pick order against an anticipated receiving order.)
Next, press the <Tab> key to advance to the New Pick field.
12.
In the New Pick field, enter the amount of the item to be picked at this time.
Note: The item must be entered into inventory in order to be picked. If you attempt to pick an order from a location without enough inventory, you will need to adjust the inventory in this location, or decrease the pick amount.
13.
Repeat steps 10-13 until all of the order’s items have been entered.
14.
When you are finished, select the Do It button found along the bottom of the form to process the new order. (To cancel the new order, click the
Cancel button.)
15.
Click the Close button to exit the form.
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Reviewing Picking Orders
After the order is added at the New Picking Order form, the order may be viewed at the Review Picking Order form. Order information cannot be added, edited, or deleted from this form. To review a picking order: select
Manage > Picking > Review Order from the menu bar;
The Review Picking order form appears:
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When the Review Picking Order form opens, it is blank. To view a specific picking order, you must select the order:
1.
2.
If the multiple sites feature has been enabled, click the drop-down arrow in the Site field and select the warehouse from the menu that appears.
Next, select the picking order type by clicking the drop-down arrow in the Select type of orders to retrieve field and selecting the order type from the menu that appears:
Open: Orders that have not been picked yet.
Closed: Orders that have been picked.
All: All orders in the system, both open and closed. (We do not recommend choosing to view All orders, because it could be a long list.)
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Next, select the order number by clicking the drop-down arrow in the
Order # field and selecting the order number from the menu that appears. The order data is displayed in the Review Mode.
Note: Changes cannot be made to the order while in the Review mode.
4.
When you are finished reviewing the picking order information, select either the Cancel button or the Close button to exit the form.
Posting Changes to Picking Orders
Picking order information may be edited at the Change Picking Order form. At this form, you are able to post changes to items that have been picked, add additional items to a picking order, or edit an existing picking order. Select Manage > Picking > Change Order from the menu bar;
The Change Picking Order form appears:
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When the form appears, it is blank. To edit a picking order, please refer to the instructions that follow.
1.
2.
3.
4.
5.
6.
7.
Click the drop-down arrow in the Site field and select a site from the menu that appears.
Click the drop-down arrow in the Select type of orders to retrieve field and select the type of orders to be reviewed from the menu that appears:
Open: Orders that have not been picked yet.
Closed: Orders that have been picked.
All: All orders in the system, both open and closed. (We do not recommend choosing to view All orders, because it could be a long list.)
Click the drop-down arrow in the Order # field and select the order number from the list that appears.
To increase the item ordered quantity, click in the Ordered field of the selected item and enter the new quantity ordered.
To add an item to the order: click inside the Item # field on the bottom row and click the Item # field drop-down list to select the new item to be add. Next, press the <Tab> key to advance to the Ordered field.
Enter the item quantity in the Ordered field.
To add kits to the order: enter the quantity of a particular kit that is included in the order. To select a specific kit, click the drop-down arrow in the Select Kit field and select the kit from the list that appears.
To change the New Pick quantity: click in the New Pick field of an item and enter the new picked quantity. (If UOM is enabled, the quantity should be the number of the selected UOM units.) Next, press the
Deleting
Order
Information
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<Tab> key to advance to the Location field. Click the drop-down
arrow in the Location field and select the new location from the menu that appears.
The location list includes Locations, UOM and on hand quantity.
If a Let down is needed, a prompt to perform a Let down is displayed.
If the operator pick amount exceeds the quantity indicated by ISRP for that location, a caution box is displayed. The operator cannot perform a negative quantity pick from that location. The operator must adjust the pick quantity or cancel the pick of that item.
If the operator sets a pick amount for an item that has not been entered into any inventory location, the operator will not be able to set that item for picking. An item must exist in an inventoried location to be given a pick amount.
When you are finished at this form, select the Do It button to process the changes. To exit this form and cancel the changes, click the Cancel button.
Click the Close button to exit the form.
Picking order information is deleted from the system at the Change Picking Order form. To delete order information, select the order, and click the
Delete button found along the bottom of the form.
If the order contains only one line number item, a dialog appears telling you that an order must have at least one item:
•
•
Click the Yes button to continue deleting the order information. The dialog closes and you are returned to the Change Picking Order form.
The picking order has been deleted from the system and the information on the form has been cleared.
Click the No button to cancel deleting the order. The dialog closes and you are returned to the Change Receiving Order form. The picking order information remains the same.
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If the order contains at least two line number items, a Delete Order dialog appears.:
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It gives you two options for deleting order information. Select the desired option, and then click the Do It button.
Delete ORDER number: if you select this option, the entire order specified will be deleted from the system, including all line number entries in the order (by default, the order currently selected is entered into the order number field).
Delete LINE number: if you select this option, only the line number specified will be deleted from this order number. In other words, the order will still be maintained by the system, but it will not contain this line number information (by default, the first line number in the order is entered into the line number field).
If you want to delete another line number, select the desired line number in the order portion of the form, and then click the Delete button.
The selected line number will now be entered in the Delete LINE
Number field.
Warning: When deleting an individual line number from the order, pending changes to other records will be processed.
•
•
If you elect to delete the entire order, the Delete Order dialog closes and you are returned to the Change Receiving order form. The form is cleared of order information.
If you elect to delete the specified line number only, the Delete Order dialog closes, and another dialog box appears, asking you if you are sure you want to delete the selected item on this order. Click Yes to continue. The dialog box will close and you are returned to the Change
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Receiving Order form. The form will still contain the order information, however, the specified line number will be deleted.
Changing the
Order Status
You are able to change the status of the selected order in the Change Picking form from open to closed or vice versa. To change the order status:
1.
2.
Click the drop-down arrow in the Order # field and select the order number from the list that appears.
Click The Toggle Open/Close Order Status button at the bottom of the form.
3.
4.
5.
If the order is open, a dialog box appears, asking you if you want this order to be closed. If the order is closed, a dialog box appears, asking you if you want this order to be reopened.
To change the order status, click Yes. To cancel changing the order status, click No.
The dialog box closes and the order status is changed in the Change
Picking Order form.
Viewing the
Order’s
Shipping
Information
The shipping button is enabled in the Review Picking Order and Change
Picking Order form. To view shipping information for a picking order, click the Shipping button found along the bottom of the form.
The Shipping form for this order appears; it displays shipping information associated with this order such as carrier, shipping method, and if applicable, the tracking number and shipping charge. For more information about the Shipping form when using the
UPS OnLine WorldShip–ISRP Integration feature, please refer to “UPS
Shipping Information Displayed in ISRP” on page 82
.
Viewing the
Order’s
History
Note: To view history information, the history feature must be enabled in the System Options form.
The history button is enabled in the Review Picking Order and Change
Picking Order form. To view history information for a particular order, click the History button found along the bottom of the form.
The View History form appears, with this order already selected.
To view transaction information about this order, click the Go
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History form, please refer to
“Viewing Transaction History” on page 208 .
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Import and Export Utility
Reaching the Import Export Utility
Using the Import Export Utility
Supported Import Export Utility File Types
Exporting and Importing Inventory Data
Exporting and Importing Item Data
Exporting and Importing Location Data
Exporting and Importing Picking Order Data
Exporting and Importing Receiving Order Data
Exporting Receiving Order Data
Importing Receiving Order Data
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Introduction
IntelliTrack ISRP provides an Import Export utility to import data into its database tables and export data from them. Import and export data is stored in text files [files with a (.txt) extension]. A folder is created during installation to hold these files and is found in your program directory
(\IntelliTrack\ISRP\Import Export). When you are running in line number mode, the ISRP Import-Export Utility requires line number information.
Warning: DO NOT IMPORT data that contains special characters or quotes with the exception of dashes, dots, and spaces. Except for dashes, dots, and spaces, if you data contains special characters or quotes, the database will become corrupted. For more information, please refer to
“Precautions when Entering Data” on page 15 .
Reaching the Import Export Utility
The Import Export Utility may be configured to begin automatically after the workstation restarts, or it can be started from the Windows Start menu.
It is connected directly to the ISRP database to provide better performance.
Data access is configured during installation. If the location or login information changes, you will be prompted to re-enter your login and password information to regain access to the database from this utility (the server name, database name, user name, and password are required).
Once access to the database is established, you must login to the ISRP
Import Export Utility. Your ISRP username and password are required, as per your security settings in the IntelliTrack ISRP workstation application.
To open the Import Export Utility:
1.
2.
Select Start > Programs > IntelliTrack > ISRP > Import-Export
Utility. The Login window appears.
Enter your ISRP user name in the User Name field. If a password is required, enter your ISRP user password in the Password field. Click
OK. The ISRP Import Export Utility opens.
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Menu Bar
Configuration
Settings
Data
Fields
•
Command
Buttons
The top section of the main form contains a menu bar and the import or export interface configuration settings.
Caution: Do not change the export template setting unless you create a new destination file for the exported data or purge old data from the existing destination file. When exporting data, the data does not replace the destination file data, it merely appends to the existing file. A file with data from two (2) template settings can be difficult to import into another application.
•
•
The middle section displays a grid that lists the data fields that are available for selection. It serves as an interface template.
The bottom section of the form contains command buttons that are used to execute the selected interface, view the text files, and exit the application.
Using the
Import Export
Utility
The Import Export Utility contains a top line menu bar with four menu headings: File, View, Tools, and Help.
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File Menu
Provides an option to exit the application. Click File > Exit to exit the
Import Export Utility.
View Menu
•
•
Allows you to view the import and export text files and the error log.
Click View > Text File to open Notepad.
Click View > Error log to open the Import Export error log:
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• The Import Export error log displays the following information:
Date: Displays the date and time the error occurred. Important for automated references.
Order: Holds the error number in the order it occurred. The Order is reset to one (1) each time a process runs.
Type: Identifies the interface used (i.e., item import, receiving import, etc.) used when the error occurred.
Message: If the description extends past the end of the column’s available space, place the cursor in the field to scroll through it.
Record: Identifies the data sequence in the text file that produced the error.
Delete button: Click to clear the error messages.
Close button: Click to exit the error log.
Tools Menu
Provides access to application Options and Filter and Language settings.
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Click Tools > Options to display the Options form. You are able to change Import Export Utility configuration settings at this form.
•
•
Language: Choose the language preference by clicking the drop-down arrow in the Language field and selecting the desired language from the list that appears.
Auto-start Import Export when computer starts: Check this box to launch the Import Export Utility each time the computer is rebooted.
Auto Load Filters: Check this box to load the data query filters automatically.
Click Tools > Load Filter to load the filter settings from the previous
Import-Export Utility session.
Click Tools > Language to open the Language Settings form:
The Language Settings form is used for language substitutions.
1.
2.
3.
To use this form, first select the Interface by clicking the drop-down arrow in the Interface field and selecting the interface from the selections that appear. The fields available for import or export with this interface populate the form.
Next, select the field that you want to change. (Be sure you have selected the proper language table: English, Reserved, User-Defined).
Change the field, as desired (i.e., Alternate Number to ALT #).
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4.
5.
Continue with steps 1 through 3 until you have made all of your language substitutions.
When are finished, select the Close button to close the form and save your changes. The changes will appear in the import or export fields for each interface field that was changed. (Make sure that the default language setting matches the fields you have changed.)
Help Menu
Click Help > About to display the About form, which contains relevant version information for the Import Export Utility.
Import-Export Interfaces
With the Import Export Utility, you are able to import inventory, item, location, picking order, and receiving order data into ISRP. You are also able to import picking and receiving order data from a host system into
ISRP. The Import Export Utility also supports exporting inventory, item, location, picking order, and receiving order data into ISRP into a text file or fixed width file. To import or export data, you must select the “interface” type in the utility. The data interface types available in the utility are found in “Import-Export Utility Interfaces” on page 166 .
TABLE 14. Import-Export Utility Interfaces
Data Interfaces Description
Host Picking Communicates picking order activity back to a host system.
Host Receiving
Note: The system will communicate line number information back and forth.
Communicates receiving order activity back to a host system.
Note: The system will communicate line number information back and forth.
Inventory Export Exports specified inventory data to a specified text file.
Inventory Import Imports inventory data from a specified text file into the ISRP database.
Item Export Exports specified item data to a specified text file.
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TABLE 14. Import-Export Utility Interfaces (Continued)
Data Interfaces Description
Item Import Imports item data from a specified text file into the
ISRP database.
Location Export Exports specified location data to a specified text file.
Location Import Imports location data from a specified text file into the ISRP database.
Picking Export Exports specified picking data to a specified text file.
Picking Import
Note: The system will communicate line number information back and forth.
Imports picking data from a specified text file into the
ISRP database.
Receiving
Export
Receiving
Import
Note: The system will communicate line number information back and forth.
Exports specified receiving data to a specified text file.
Note: The system will communicate line number information back and forth.
Imports receiving data from a specified text file into the ISRP database.
Note: The system will communicate line number information back and forth.
Supported
Import Export
Utility File
Types
When using the Import Export Utility for importing a data file, the file must be a tab delimited or fixed width file, which must include a specific format. The file type options and the file requirements are explained in this section.
Import File Type Options
The supported Import/Export file type options are provided here.
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TABLE 15. Import File Type Options
File Type
Tab Delimited
FixedWidth
Description
Expects a delimited file (.txt) with each field separated by tabs only.
A very specific and less flexible file; it is for systems that can only provide fixed width output; each field must be the same width in every record.
Selecting an
Interface
The data fields available for importing data or exporting data vary, depending on the import or export interface chosen. Before you are able to import or export data, you must select an interface and configure the import or export settings.
1.
2.
3.
4.
5.
To select an interface, click the drop-down arrow in the Interface field and select one of the choices from the drop-down menu that appears.
If you select an export option, the Filter button is enabled. Click the
Filter button to display the filter options for the selected export interface.
If you select an order import or host export interface that communicates with another system, you are able to set a time interval for importing or exporting data automatically. Enter an amount of time in the Interval field, then check the Hours, Minutes, or Seconds radio button to select the time parameter. If you do not want to set a time interval, enter a zero in the Interval field.
If you selected an import interface, click the ellipsis button (...) in the
Import filename field to open the Open window and navigate to the imported file to select it.
If you selected an export filename, click the ellipsis button (...) in the
Export filename field to open the Open window and navigate to the exported file to select it. If the file exists when the export process is started, new records are added. If the file does not exist, it is created.
Finally, select either a tab delimited or fixed width file type.
Tab Delimited: Click the radio button next to this selection to select tab delimited files. To set up tab delimited files, assign a numerical order to the data in the file.
Fixed Width: Click the radio button next to this selection to select fixed width files. To set up fixed width files, you must have an additional entry that defines each field’s data length (empty spaces are included for unused portions of a field).
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The Interface Template
The grid in the middle of the form displays a list of fields available to be imported or exported in the selected interface and serves as the interface template:
•
•
•
•
•
•
The Field Name field displays the ISRP fields with information that can be imported or exported.
If the box in the Required field is checked, this field must be selected.
The field must have a numeric position greater than zero, and it must be contained in your import file.
To include a field that is not required, enter the position that represents the order where this field’s data appears in the imported or exported file. (An entry of zero excludes a field from inclusion in the selected interface.)
If a fixed width file type is selected, the Length column appears and requires an entry when a position has been assigned. It is the length of this field in the import or export file. This column is hidden when tab delimited fields are selected.
The Max Length field shows the size of the existing fields in ISRP and is not editable. It is a required reference for length entries when using the fixed length file type or comparing imported field sizes from external systems.
You are able to change the data order by selecting the column name.
Use this feature to organize the numeric order during position assignment.
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A Note About Importing Data
When importing data, your import file must contain exactly the same number of fields for which you assign positions in the interface template grid.
Enter a position number in the Position field for each field that is included in the file being imported.
For example, if you select the Item Import interface, and you want to import the Item Number, Item Description, Unit of Measure, and Each
Count, the each data line in the import file must have four fields.
In the utility, assign a position for 1, 2, 3, 4 in the interface template. (Be sure that each field is assigned a position. If you assign positions to 1, 3, and 4 while ignoring position 2, the data import will not work properly.)
For the Item Import interface, the utility may look something like this:
1 - Item Number
2 - Item Description
3 - Unit of Measure
4 - Each Count
In the import file, the data in the file being imported must include the fields selected in the utility; these fields must be ordered according to the assigned positions in the utility; hence, for our example, the data in each line of a tab delimited file would look something like this:
New Item Test Item Entry EA 10
New Item2 Testing EA 20
For detailed information about each interface, please refer to the sections that follow.
Warning: When importing data in the application, make sure that the data
DOES NOT CONTAIN special characters or quotes with the exception of dashes, dots, and spaces. Except for dashes, dots, and spaces, if you use special characters when importing data into the application, the database will become corrupted. For more information, please refer to
“Precautions when Entering Data” on page 15
.
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The Host Picking Interface
The Host Picking Interface communicates picking order activity back to a host system. The fields are selected and ordered; however, you may reorder the selected fields, if desired. The file type and name are set by the user. Quantities that are shipped against a picking order are exported to a text file in a specified folder location.
To configure the host picking interface, please refer to the following instructions:
Note: The host system is responsible for importing this data into its systems.
1.
Click the drop-down arrow in the Interface field, and select Host Picking from the list that appears.
2.
The list of fields available for the selected interface are displayed. If desired, you may reorder the field order positions.
Set a time interval for communicating with the host system, if desired, by entering a time in the Interval field, and then selecting the radio button next to the desired time parameter (Hours, Minutes, or Sec-
onds). Data communication will occur automatically per the Interval setting. Entering zero (0) in the Interval field discontinues the service.
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3.
4.
5.
6.
Select the ellipsis (...) button in the Export filename field. The Open window appears. Navigate to the export file location to enter it in the
Export filename field. Or, manually enter the export file name and location in the Export filename field. (By default the file will be exported to your Program Files\Intelli-
Track\ISRP\Utility\Export folder.) The exported file is a text file.
Next, click the Fixed Width or Tab Delimited radio button to select the file type.
If the file is a fixed width file, you must enter the file length for each field in the Length field of the template grid.
Select the Do It button to process the Host Picking export. If the export is unsuccessful, the error log is displayed.
Select the Preview/View button found along the bottom of the form to view the exported file.
The Host Receiving Interface
The Host Receiving Interface communicates receiving order activity back to a host system. The fields are selected and ordered; however, you may reorder the selected fields, if desired. The file type and name are set by the user. Quantities that are received against a receiving order are exported to a text file in a specified folder location.
To configure the host receiving interface, please refer to the following instructions:
Note: The host system is responsible for importing this data into its systems.
1.
Click the drop-down arrow in the Interface field, and select Host
Receiving from the list that appears:
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2.
3.
4.
5.
6.
The list of fields available for the selected interface are displayed. If desired, you may reorder the field order positions.
Set a time interval for automatically communicating with the Host
Receiving system, if desired, by entering an amount of time in the
Interval field, and then selecting the radio button next to the desired time parameter (Hours, Minutes, or Seconds). Communication with the host system will occur automatically at this interval. Entering zero
(0) in the Interval field discontinues the service.
Select the ellipsis (...) button in the Export filename field. The Open window appears. Navigate to the export file location to enter it in the
Export filename field. Or, manually enter the export file name and location in the Export filename field. (By default the file will be exported to your Program Files\IntelliTrack\ISRP\Utility\Export folder.) The exported file is a text file.
Next, click the Fixed Width or Tab Delimited radio button to select the file type.
If the file is a fixed width file, you must enter the file length for each field in the Length field of the template grid.
Select the Do It button to process the Host Receiving export. If the export does not operate successfully, you will receive an Error log. If the export is unsuccessful, the error log is displayed.
Select the Preview/View button found along the bottom of the form to view the exported file.
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Exporting and Importing Inventory Data
Inventory data may be exported from IntelliTrack ISRP or imported into
IntelliTrack ISRP through the Import-Export Utility. For more information about exporting and importing inventory data, please refer to the following sections.
Exporting
Inventory Data
Inventory data is exported to the specified file based on the configuration settings, the data filtering that is applied, and the selected field name position. To export inventory data:
1.
Click the drop-down arrow in the Interface field and select Inventory
Export from the list that appears:
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2.
The list of inventory fields available to be exported are displayed.
Next, click the Filter button. The Filter Inventory dialog appears.
3.
By default, the filter settings from your last session are applied. If no filtering parameters are set, all items in all locations in all sites will be exported. This is indicated by an asterisk in each field, as shown in the
4.
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Filter Inventory dialog example above. You are able to specify the following data:
Site: To filter Inventory by a specific site, click the drop-down arrow in this field and select a Site from the list that appears.
Location: Becomes enabled if you choose a Site for filtering. To filter inventory by a specific site location, click the drop-down arrow in this field and select a location from the list that appears.
• Item: To filter inventory by a specific item, click the drop-down arrow and select an item from the list that appears.
Click the Apply button to apply the filter settings to the Inventory
Export Interface template and close the Filter Inventory dialog.
Click the Clear button to clear the filter settings in the Filter Inventory dialog.
Click the Save button to apply the filter settings to the Inventory Export
Interface template and close the Filter Inventory dialog.
Click the Cancel button to cancel the filter settings you have chosen and close the Filter Inventory dialog (the system will revert back to the filtering from your previous session).
Select the ellipsis (...) button in the Export filename field. The Open window appears. Navigate to the export file location to enter it in the
Export filename field. Or, manually enter the export file name and location in the Export filename field. (By default the file will be exported to your Program Files\IntelliTrack\ISRP\Utility\Export folder.) The exported file is a text file.
Next, select the file type by clicking the Fixed Width or Tab Delim-
ited radio button.
If Fixed Width is selected, you must enter a character Length entry for each selected field in the Length field of the template grid.
Enter the position of each field that is to be included. Enter a zero (0) to exclude a field. Verify the order by clicking on the Position column heading. Sites, UOM, Serial Number and Expiration Date selections are available based on application option settings.
Select the Do It button to export the inventory data. If the export is unsuccessful, the Error log displays.
Select the View/Preview button to display the exported file.
Importing
Inventory Data
To add inventory data from an external file to the IntelliTrack ISRP database:
1.
Click the drop-down arrow in the Interface field and select Inventory
Import from the list that appears:
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3.
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5.
6.
7.
The list of fields available to be imported are displayed.
Select the ellipsis (...) button in the Import filename field. The Open window appears. Navigate to the file location to enter it in the Import
filename field. Or, manually enter the file name and location in the
Import filename field. (By default the Open window points to the
Program Files\IntelliTrack\ISRP\Utility\Import folder.) The imported file must be a text file.
Next, select the file type. Click the radio button next to Tab Delimited if this is a tab delimited file. Or, click the radio button next to Fixed
Width if this is a fixed width file.
Enter a position number in the Position field for each field that is included in the file being imported. To exclude a field, enter zero (0).
To verify the position order, click in the Position column heading.
Sites, UOM, Serial Numbers, and Expiration Date selections are available, based on application option settings for the IntelliTrack ISRP
Workstation.
If the Fixed Width field type is selected, a file Length entry must be entered in the Length field for each selected field.
Select the Do It button to import the inventory data. If a problem occurs when importing the data, it will be recorded in the Error Log.
Select the View/Preview button to display the imported file.
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Exporting and Importing Item Data
Item data may be exported from IntelliTrack ISRP or imported into Intelli-
Track ISRP through the Import-Export Utility. For more information about exporting and importing item data, please refer to the following sections.
Exporting
Item Data
Item Data may be exported to a specified file, based on the configuration settings, the data filtering that is applied, and the selected field name position.
1.
Click the drop-down arrow in the Interface field and select Item
Export:
2.
The list of available fields for exporting item data are displayed.
Next, click the Filter button. The Filter Item dialog appears.
3.
By default, the filtering from your last session is applied. If no filtering is set, all item types in the database will be exported. This is indicated by an asterisk in the Type field, as shown in the form example above,
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5.
6.
7.
8.
•
• and the unchecked Serialized Only and Kit Masters Only check boxes. You are able to filter the following data:
Type: To filter item data by a specific item type (or category), click the drop-down arrow in this field and select the item type from the list that appears.
Serialized Only: Check this box to filter item data by serialized items.
• Kit Masters Only: Check this box to filter item data by Kit Masters.
Click the Apply button to apply the filter settings to the Item Export
Interface template and close the Filter Item dialog.
Click the Clear button to clear the filter settings in the Filter Item dialog.
Click the Save button to apply the filter settings to the Item Export
Interface template and close the Filter Item dialog.
Click the Cancel button to cancel the filter settings you have chosen and close the dialog (the system will revert back to the filtering from your previous session).
Click the ellipsis (...) button to open the Open window and navigate to the export file location and select it, or enter the file name and location manually. (The default file location is Program Files\Intelli-
Track\ISRP\Utility\Export.) The exported file is a text file.
Next, select the file type by clicking the Fixed Width or Tab Delim-
ited radio button.
If Fixed Width is selected, you must enter a file length Length entry for each selected field in the Length field of the template grid.
Enter the position of each field that is to be included. Enter a zero (0) to exclude a field. Verify the order by clicking on the Position column heading.
Select the Do It button to export the inventory data. If the export is unsuccessful, the Error log displays.
Select the View/Preview button to display the exported file.
Importing
Item Data
To import item data into the IntelliTrack ISRP database from a specified file, please refer to the instructions that follow:
1.
Click the drop-down arrow in the Interface field and select Item
Import from the list that appears:
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2.
3.
4.
5.
6.
7.
The list of available fields for importing item data is displayed.
Select the ellipsis button (...) by the Import filename field to open the
Open window and navigate to the import file location and select it; or enter the file location in this field. The import file must be a text file.
(The default import file location is Program Files\Intelli-
Track\ISRP\Utility\Import.)
Next, select the file type. Click the radio button next to Tab Delimited if this is a tab delimited file. Or, click the radio button next to Fixed
Width if this is a fixed width file.
Enter a position number in the Position field for each field that is included in the file being imported. To exclude a field, enter zero (0).
To verify the position order, click in the Position column heading. Kit
Master may not be selected as an import field.
If the Fixed Width field type is selected, a Length entry must be entered in the Length field for each selected field.
Select the Do It button to import the item data. If the import is unsuccessful, an error log appears.
Select the View/Preview button to display the imported file.
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Exporting and Importing Location Data
Location data may be exported from IntelliTrack ISRP or imported into
IntelliTrack ISRP through the Import Export Utility. For more information about exporting and importing location data, please refer to the following sections.
Exporting
Location Data
Location data is exported to a specified file based on the configuration settings, the data filtering that is applied, and the selected field name position.
To export location data:
1.
Click the drop-down arrow in the Interface field and select Location
Export from the list that appears:
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2.
Click the Filter button. The Filter Location dialog appears:
3.
By default, the filtering from your last session is applied. If no filtering is set, all location data in the database will be exported. This is indicated by an asterisk in the Site field, as shown in the form example above, and the unchecked Location Hold Only check box. You are able to filter the following data:
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Site: To filter location data by Site, click the drop-down arrow in this field and select the Site from the list that appears.
• Location Hold Only: Check this box to filter location data by locations with a hold (or quarantine) designation.
Click the Apply button to apply the filter settings to the Location
Export Interface template and close the Filter Location dialog.
Click the Clear button to clear the filter settings in the Filter Location dialog.
Click the Save button to apply the filter settings to the Location Export
Interface template and close the Filter Location dialog.
Click the Cancel button to cancel the filter settings you have chosen and close the dialog (the system will revert back to the filtering from your previous session).
Click the ellipsis (...) button to navigate to the export file location and select it, or enter the file name and location manually.
Next, select the file type by clicking the Fixed Width or Tab Delim-
ited radio button.
If Fixed Width is selected, you must enter a file length entry for each selected field in the Length field of the template grid.
Enter the position of each field that is to be included. Enter a zero (0) to exclude a field. Verify the order by clicking on the Position column heading. The Site selection is available based on application option settings in the IntelliTrack ISRP workstation.
Select the Do It button to export the location data. If the export is unsuccessful, the Error Log is displayed.
Select the View/Preview button to display the exported file.
Importing
Location Data
Location data from the specified file is added to the ISRP database. To import location data:
1.
Click the drop-down arrow in the Interface field and select Location
Import from the list that appears.
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2.
3.
4.
5.
6.
7.
Select the ellipsis button (...) by the Import filename field to navigate to the import file location and select it; or enter the file location in this field.
Next, select the file type. Click the radio button next to Tab Delimited if this is a tab delimited file. Or, click the radio button next to Fixed
Width if this is a fixed width file.
Enter a position number in the Position field for each field that is included in the file being imported. To exclude a field, enter zero (0).
To verify the position order, click in the Position column heading. The
Site selection is available based on application option settings for the
IntelliTrack ISRP Workstation.
If the Fixed Width field type is selected, a Length entry must be entered in the Length field for each selected field.
Select the Do It button to import the location data. If the import is unsuccessful, an error log appears.
Select the View/Preview button to display the imported file.
Exporting and Importing Picking Order Data
Picking order data may be exported to a specified file or imported into the
IntelliTrack ISRP database through the Import Export Utility.
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Picking Order
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To export picking order data to a specified file:
1.
Click the drop-down arrow in the Interface field and select Picking
Export from the list that appears:
2.
Next, click the Filter button. The Order Filter dialog appears:
3.
•
•
•
By default, the filtering from your last session is applied. If no filtering is set, all picking orders in the database will be exported. This is indicated by an asterisk in the Site and Customer field, as shown in the form example above, and by the selection of Both order types, and
Order Date with no date range restrictions. You are able to filter the following data:
Site: To filter picking order data by a specific Site, click the dropdown arrow in this field and select the Site from the list that appears.
Customer: To filter picking order data by a specific Customer, click the drop-down arrow in this field and select the Customer from the list that appears.
Order Type: To filter data by open orders, select the radio button next to the Open Only selection. To filter data by closed orders,
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5.
6.
7.
8.
select the radio button next to the Closed Only selection. To filter data by both open and closed orders, select the radio button next to the Both selection.
• Date Range for Order Date or Due Date: To filter data by order date, select the radio button next to the Order Date selection. To filter data by due date, select the radio button next to the Due Date selection. To filter the order date or due date by a date range, enter the starting date in the From field and the ending date in the To field.
Click the Apply button to apply the filter settings to the Picking Export
Interface template and close the Order Filter dialog.
Click the Clear button to clear the filter settings in the Order Filter dialog.
Click the Save button to apply the filter settings to the Picking Export
Interface template and close the Order Filter dialog.
Click the Cancel button to cancel the filter settings you have chosen and close the dialog (the system will revert back to the filtering from your previous session).
Click the ellipsis (...) button to navigate to the export file location and select it, or enter the file name and location manually.
Next, select the file type by clicking the Fixed Width or Tab Delim-
ited radio button.
If Fixed Width is selected, you must enter a Length entry for each selected field in the Length field of the template grid.
Enter the position of each field that is to be included. Enter a zero (0) to exclude a field. Verify the order by clicking on the Position column heading. Sites, Customer ID, and Ship To ID selections are available based on application option settings in the IntelliTrack ISRP workstation.
Select the Do It button to export the picking order data. If the export is unsuccessful, the error log displays.
Select the View/Preview button to display the exported file.
Importing
Picking Order
Data
Picking orders created from a host system may be imported through this interface. The import data structure must include the Order’s header information as well as the detailed item information. While creating the order all dependent tables are updated. This means that new Sites, Line Numbers, Items, and Units of Measure are added to their respective tables. Customer data may also be updated, but this is optional.
To import picking order data:
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Click the drop-down arrow in the Interface field and select Picking
Import.
2.
3.
4.
5.
6.
7.
8.
Set the time interval, if desired, for importing data to the specified file location. Enter the amount of time in the Interval field and then select the parameter: Hours, Minutes, or Seconds, by selecting the radio button next to the desired choice. Data will be imported automatically per the Interval setting. Entering a zero (0) in the Interval field discontinues this service.
Click the ellipsis button (...) in the Input filename field and navigate to the import file location to select it, or enter it in this field.
Next, select the file type. Click the radio button next to Tab Delimited if this is a tab delimited file. Click the radio button next to Fixed Width if this is a fixed width file.
Enter the position of each field that is to be included. Enter a zero (0) to exclude a field. Verify the order by clicking in the Position column heading. The Site, Customer ID, and Ship To ID selections are available based on the application option settings in the IntelliTrack ISRP
Workstation application.
If this is a fixed width file, a length entry must be entered in the Length field for each required field.
Select the Do It button to import the picking order. If the import is unsuccessful an error log is displayed.
Select the View/Preview button to display the imported file.
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Exporting and Importing Receiving Order Data
Based on the configuration settings, the data filtering that is applied, and the field name position, the receiving order data is exported from Intelli-
Track ISRP into a specific file, or imported into the IntelliTrack ISRP database from a specific file.
Exporting
Receiving
Order Data
To export receiving order data to a specific file, please refer to the instructions that follow:
1.
Click the drop-down arrow in the Interface field and select Receiving
Export from the list that appears:
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2.
Click the Filter button. The Order Filter dialog appears:
3.
By default, the filter settings from your last session are applied. If no filtering is set, all orders, from all sites, all customers, and all dates will be exported. You are able to filter a receiving order by the following data restrictions:
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Site: To filter receiving order data by a specific site, click the dropdown arrow in this field and select a Site from the list that appears.
Customer: To filter receiving order data by customer, click the drop-down arrow in this field and select a Customer from the list that appears.
Order Type: To filter receiving order data by open orders, select the radio button next to Open Only. To filter receiving order data by closed orders, select the radio button next to Closed Only. To retrieve receiving order data from both open and closed receiving orders (i.e., not filter order data by an order type), select the radio button next to Both.
• Date: To filter receiving order data by order date, select the radio button next to Order Date. To filter receiving order data by order due date, select the radio button next to Due Date. To filter the order date or due date by a date range, enter a starting date in the From field and an ending date in the To field.
Click the Apply button to apply the filter settings to the Receiving
Export Interface template and close the Order Filter dialog.
Click the Clear button to clear the filter settings in the Order Filter dialog.
Click the Save button to apply the filter settings to the Order Filter dialog.
Click the Cancel button to cancel the filter settings you have chosen and close the dialog (the system will revert back to the filter settings that you previously applied or saved).
Click the ellipsis (...) button to navigate to the export file location and select it, or enter the file name and location manually in the Export
filename field.
Next, select the file type by clicking the Fixed Width or Tab Delim-
ited radio button. If Fixed Width is selected, you must enter a Length entry for each selected field in the Length field of the template grid.
Enter the position of each field that is to be included. Enter a zero (0) to exclude a field. Verify the order by clicking in the Position column heading. Site and Vendor selections are available based on the application option settings in the IntelliTrack ISRP workstation.
Select the Do It button to export the receiving order. If the export is unsuccessful, the error log appears, with a message detailing why the data did not export to the specified file.
Select the View/Preview button to display the exported file.
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Importing
Receiving
Order Data
Receiving orders may be created from an external host through this import function. The import data structure must include the order’s header information as well as the detail item information. While creating the order all dependent tables are updated. This means that new sites, items, line numbers, and units of measure are added to their respective tables. Vendor data may be updated also, but it is optional.
To import receiving order data, please refer to the instructions that follow:
1.
Click the drop-down arrow in the Interface field and select Receiving
Import from the list that appears.
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2.
3.
4.
•
If desired, set a time interval for data importing by entering a time unit in the Interval field and then selecting a time parameter by clicking the radio button next to the desired choice:
Hours
•
•
Minutes
Seconds
Data will be imported automatically at the interval specified. Entering a zero (0) in the Interval field discontinues this service.
Select the file type by clicking the radio button next to the desired choice:
•
•
Fixed Width
Tab Delimited
Enter the position of each field that is to be included. Enter a zero (0) to exclude a field. Verify the order by clicking on the Position column
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Import and Export Utility heading. Site and Vendor ID selection are available based on application option settings.
If the Fixed Width file type is selected a Length entry is required for each selected field.
Select the Do It button to import the Receiving Order. If the import does not operate successfully the error log is displayed.
Select the View/Preview button to display the imported file.
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Testing the Database Connection via the UDL File
Connecting to the Database with SQL Server
Changing the Application Database Connection
Database Backup and Restore with SQL Server
IntelliTrack Backup and Restore Utilities
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Introduction
IntelliTrack ISRP is a client server system using SQL Express or SQL
Server to handle the MDF back-end data file (or database) and MS Access to handle much of the application front-end. For optimum system performance, it is a good idea to regularly perform basic system maintenance, including:
1.
2.
Backing up your database; for more information: please see “Backing
.
Compacting the workstation at regular intervals: please see
“Compacting the Workstation” on page 205
.
The ISRP application also includes the front-end application; for front-end
backup information, please see “Front-End File Backup” on page 205 . In
addition, if you ever need to change the ISRP application database connection, you may do so at the DATA.UDL file, which is available from the
ISRP workstation application Tools tab or the ISRP Program folder.
For more information, please see “Changing the Application Database Connection” on page 198
.
Verifying Database Connection
You ISRP application contains a database that stores your data and all data transactions. It is located on a PC or network server and managed by SQL
Server or SQL Express. During application installation, SQL login is set and the IntelliTrack database is created. To verify database creation and connection, you must know your SQL Login information (including server name and/or instance) and the IntelliTrack database name.
IntelliTrack
Database
The database is created during application installation. The default database name for ISRP 8.1 is ISRP80.
SQL Server
Logon
Information
During application installation, the default logon information for SQL
Server is set as username “sa” and password IntelliTrack#2008. You are able to change the database name and SQL Server logon information.
However, for SQL 2008, a strong password is required. A strong password
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word requirements, see “Strong Password Requirements” on page 193
.
Strong
Password
Requirements
2.
3.
The default IntelliTrack password for SQL 2008 login is Intelli-
Track#2008. It is a strong password. A strong password is required for
SQL Server login. A strong password meets the following requirements:
1.
•
•
•
Can’t contain the account name or part of the account name in it.
Must be at least 8 characters long.
•
Must contain characters from at least 3 of the following 4 categories:
Latin uppercase (A-Z)
Latin lowercase (a-z)
Base 10 digits (0-9)
Non-alphanumeric characters such as exclamation point (!), dollar sign ($), number sign (#), or percent (%)
Testing the
Database
Connection via the UDL
File
In order for you to successfully startup and run your ISRP application, the database must be attached to your application. If your ISRP application cannot find its database, it will not startup or run. The database connection is managed through SQL Server and encompasses three main components: server name, server log on information, and database name.
You are able to verify your database connection from the DATA.UDL file that is located in the ISRP program folder. By default, the ISRP program folder is installed on C:\Program Files\IntelliTrack\ISRP.
The DATA.UDL file is found in this directory.
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To test the ISRP database connection by using the DATA.UDL file, refer to the steps that follow.
1.
2.
Go to the IntelliTrack ISRP program folder. By default it is installed on
C:\Program Files\IntelliTrack\ISRP. Locate the
DATA.UDL file.
Select the DATA.UDL file and then double-click it.
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3.
The Data Link Properties screen appears. The Data Link Properties screen shows the database information that is currently stored by the application, including the server name, server logon information (username and password), and the database name on the server. Generally, this information is set during product installation.
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To test the server and database connection for ISRP, select the Test
Connection button in the Data Link Properties screen.
5.
If the database is properly setup and connected to ISRP, the following message appears: Test Connection Succeeded. This means that the application can find the database and connect to it; and when you open
ISRP, the information found in this database will be included in the application forms, history, and reports.
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6.
If the test connection fails, it is usually because the database cannot be located or the server name or logon information is wrong. If this is the case, the database may not have been created during installation, or the name is different than the one entered. Or, the server connection information to the database is entered incorrectly. We suggest that you contact your network administrator for help in determining this database connection information for the ISRP application.
Connecting to the Database with SQL
Server
Management
Studio
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SQL Server or SQL Express is an application that manages and runs your
IntelliTrack database. (If you do not have a full version of SQL Server on your system, ISRP installation will run and install SQL Express.) Part of the SQL Server and SQL Express 2008 installation includes the Microsoft
SQL Server Management Studio. You are able to use the Management Studio to access the server (data engine type) and database for your Intelli-
Track application. It can be a useful tool in monitoring and maintaining your database. By default the SQL Server Management Studio is installed on C:\Program Files\Microsoft SQL
Server\100\Tools\Binn\VSShell\Common7\IDE.
To connect to your database in SQL Server Management Studio, please refer to the steps that follow.
1.
2.
To open the SQL Server Management Studio, click Start > All Pro-
grams > Microsoft SQL Server Management Studio.
The Microsoft SQL Server Management Studio opens. The Connect to
Server dialog also appears onscreen.
3.
4.
It contains the server name, authentication, and database name of your
IntelliTrack database. If all necessary information is entered correctly, including server type (Database Engine), server name (name of your
IntelliTrack server/instance), authentication (logon method), username and password, you will be able to connect to your IntelliTrack database engine when you click the Connect button. (If you are unable to connect to your database, verify all of this information with your system administrator. It is possible that a piece of information is entered incorrectly.)
Once SQL Server Management Studio is connected to the database, go to the Object Explorer section in the left pane of the window and expand the databases and locate your IntelliTrack database. The screen
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Explorer portion of the window, thus showing you that the database has been created.
Changing the
Application
Database
Connection
The IntelliTrack ISRP database connection is set at workstation installation. However, if this location changes, or you need to connect to a different database while in ISRP, perform the following steps:
1.
Select Tools > Change Database Connection from the ribbon:
2.
The Data Link Properties form appears with the Connection tab to the front. The current server name and the database name are listed in the form fields.
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3.
4.
5.
6.
•
•
In the 1. Select to enter a server name field, click the drop-down arrow and select the server name on which the ISRP database resides from the list that appears. If it is not listed in the drop-down list, type the server name in this field.
In the 2. Enter information to log on to the server field, select the
Authentication mode used by the server.
Select the radio button next to the Use Windows NT Integrated
security option if you are using NT Authentication.
Select the radio button next to the Use a specific user name and
password option if SQL Server Authentication is used. The User
name and Password fields become enabled. Enter a valid user login and password in the fields provided (the default IntelliTrack sa user password for SQL 2008 Express is IntelliTrack#2008). Mark the
Allow saving password box if you use a specific user name and password to log into SQL Server. Mark the Blank password check box if you do not use a specific user name and password to log into
SQL Server.
If you are using SQL 2008, a strong password is required for SQL login. For more information about strong password requirements, please see
“Strong Password Requirements” on page 193 .
Next, select the database (for example, ISRP80) by clicking the option button next to the 3. Select the database or the server: selection and then clicking the drop-down arrow in the field underneath this option.
If your database is not listed, enter it into the field.
Click the Test Connection button to verify the database connection. If the database is not attached, select the Attach a database file as a
database name: option by entering the logical database name
(ISRP80), and then browsing or entering the database name, including full path (for example: C:\Program Files\Microsoft SQL
Server\MSSQL\Data\ISRP.MDF).
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8.
Click OK to close the form.
For the database connection changes to take effect, you must exit from the IntelliTrack ISRP application, and then open it again. Exit Intelli-
Track ISRP by clicking Manage > Quit from the Manage ribbon.
Then, start IntelliTrack ISRP by clicking Start > Programs > Intelli-
Track > ISRP > ISRP Workstation.
Backing Up the Database
We recommend backing up the database daily. You have two options for backing up your data:
1.
2.
By using SQL Server Management Studio.
By using the IntelliTrack Utilities
Database
Backup and
Restore with
SQL Server
Your ISRP v8.1 application is a client server system using SQL Express or
SQL Server to handle the database and Microsoft Access to handle much of the application. For optimum system performance, it is a good idea to regularly back up your database. You are able to back up and restore a back up from SQL Management Studio. For more information, please see
“Database Backup and Restore with SQL Server/SQL Express” on page 277 .
IntelliTrack
Backup and
Restore
Utilities
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IntelliTrack backup and restore batch utilities may be used to perform a daily database backup and a restore on the last backup. (The
databackup folder in your program directory must have proper permissions in order to create a backup database with the backup utility. Make sure that the databackup folder has the proper permissions: please refer
to “Databackup Folder Permissions” on page 201 .)
Use the Backup and Restore batch utilities to perform a daily database backup and restore on the last backup.
These utilities are found in your program folder:
C:\Program Files\IntelliTrack\ISRP\backup.bat
C:\Program Files\IntelliTrack\ISRP\restore.bat
To create a backup, double-click the backup utility file backup.bat.
A backup file of the database called backup.dat is placed in the
databackup folder in the ISRP program directory.
To restore the most recent database backup file found in the databackup folder in your ISRP directory, double-click the restore utility file
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restore.dat. The most recent backup file, backup.dat, found in the databackup folder in your ISRP directory, is restored.
Important: The Backup and Restore batch files are created during the database installation and they use the database settings from the installation. If the database settings are wrong, the utilities will not work. If you change the database settings, you must update them in the batch files. (You may edit the batch files in Notepad.)
Databackup Folder Permissions
Important: The databackup folder in your program directory must have proper permissions in order to create a backup database with the backup utility.
In order to back up your database with the backup.bat utility, the
databackup folder in your IntelliTrack Program directory must have read/write access for the service account that SQL Server uses for the server instance containing the database being backed up. Typically, this account is named the Network Service account. To make sure that your
databackup folder contains the necessary permissions, please refer to the steps that follow.
1.
2.
First, identify the name of the service account that SQL Server is using for the server instance containing the database being backed up. In order to identify the name of the service account, go to your computer’s
Administrative Tools, which are available from the Control Panel.
From the Administrative Tools, select Services to reach the Services list.
In the list of Services, locate SQL Server (MSSQL). This listing contains a Log On As entry. This is the name of the Service Account for
SQL Server. Typically, it is named Network Service. Make a note of the Log On As entry name because this is the name of the service account. In order to create a backup database with the backup.bat utility, this account must have read/write access in the databackup folder.
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Next, select the databackup folder in your IntelliTrack program directory (typically located at C:\Program Files\Intelli-
Track\ISRP), and then right-click to view the right-click menu.
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Select Properties from the right-click menu. The databackup Properties window appears.
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5.
In the databackup Properties window, select the Security tab to bring this portion to the front. If the name of your service account is not listed in this window, you must add it; continue with the next step. (If the name of your service account is listed, skip ahead to step 9.)
6.
Click the Add button in order add the name of the network service account that SQL Server uses. The Select Users, Computers, or Groups window appears.
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In the Enter the Object Names area of the window, enter the service account name (typically this is called Network Service) and then click the Check Names button to verify this name. If the name is correct, it will automatically become underlined. (If this name is not correct, verify it again in the Administrative Tools\Services list, please see steps 1 and 2.)
8.
Click OK to add the account to the Groups or user names area of the
Security tab. The Select Users, Computers, or Groups window closes and your are returned to the databackup Properties window\Security tab.
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9.
Select the account name in the Group or user names portion of the window. In the Permissions for (service account) area of the window, make sure that the Allow check box is marked for Read and Write.
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10.
Click OK to close the databackup Properties window. Your
databackup folder now has the necessary permissions to create a backup database when you run the backup.bat batch utility.
Front-End File Backup
The IntelliTrack ISRP front-end data files are stored in the IntelliTrack
ISRP root folder (\Program Files\Intelli-
Track\ISRP\ISRP.ACCDB). Backup of the ISRP front-end is normally not needed since only temporary data is stored there. However, to backup the front-end, copy the ISRP.ACCDB file to another directory.
Compacting the Workstation
Running the Compact ISRP Workstation Utility reconditions the Intelli-
Track ISRP database, thus improving system performance. By default, this utility is run each time you close the application. If you want to run the utility manually, select from the ISRP Program Group menu: Start > All
Programs > IntelliTrack > ISRP > Compact Workstation. The ISRP workstation application must be closed on the PC in order to run this utility.
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CHAPTER 12
History
History Data Displayed in the View History Form
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Introduction
The history option enables your system to continually monitor warehouse activity. Specific inventory, receiving, and picking transactions throughout the system are monitored and placed in a history table, which may be viewed at the View History form. History information is also included in several system reports.
Note: History logging keeps track of most warehouse transactions, including those generated on portable data terminals. It is a useful option for identifying who performed specific transactions; where (Site and Location) and when (Date) these transactions occurred; the item number involved in the transaction; and the transaction’s effect on item quantity.
We recommend using this option to track your system transactions.
When you use the History feature, the View History form is enabled. For more information about using the History feature, please refer to:
Viewing Transaction History
When you use the history option, you are able to view warehouse transaction activity data for any period of time at the View History form.
Note: The Log History option must be selected in the System Options
Form/Options tab in order for this form to contain up-to-date system data.
To view net balance totals for items in the History log, you must enable the
Log History option. For more information, please refer to “Setting System
To open the View History form, select View > View > History from the ribbon.
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Note: When the History form opens, the default site is selected, but no his-
tory data is retrieved until you click the Go button.
The View History form appears.
—Or—
Select the History button found along the bottom of any of the Receiving and Picking Order forms.
The History form opens with the order number filled in the Order # field and the order type selected.
When you open the History form from a receiving or picking order, the Order # field is filled in with that order number and the order type is selected.
Retrieving History Data
History data is filtered, retrieved and viewed at the View History form.
When you are ready to retrieve history data, you must click the Go button.
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To filter, retrieve, and view history data, please refer to the instructions below:
1.
2.
3.
4.
5.
6.
7.
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If you have enabled the multiple sites option and can view all sites, you are able to sort your history data by a specific site or by all sites in the system. To retrieve history data by a site other than your default site, click the drop-down arrow in the Site field, and select the desired site from the list that appears.
To retrieve data for all sites, select the {All} choice or leave this field blank.
To sort history data by a specific item number, click the drop-down arrow in the Item # field and select the item number from the list that appears. To sort by all item numbers, select the {All} choice or leave this field blank.
To sort history data by location, click the drop-down arrow in the Loca-
tion field and select the location from the list that appears. To sort by all locations, select the {All} choice or leave this field blank.
To sort history data by user, click the drop-down arrow in the User field and select the user from the list that appears. To sort by all users, select the {All} choice or leave this field blank.
To sort by an order number, enter the order number in the Order No. field.
To retrieve data for receiving orders, select the Receiving Orders option. To retrieve data for picking orders, select the Picking Orders option.
To retrieve data for a specific warehouse transaction, click the dropdown arrow in the Trans Desc field and select the transaction from the list that appears. To retrieve data for all warehouse transactions, select
{All} or leave the field blank.
Adjust from: inventory adjustment from transaction
Adjust to: inventory adjustment to transaction
Close Pick Order: pick orders manually marked as closed.
Close Recv Order: receiving orders manually marked as closed.
Cycle Count: inventory cycle count
Delete: item(s) deleted from inventory
Import change from: inventory change from via Import-Export
Utility
Import change to: inventory change to via Import-Export Utility
Import new: new inventory via Import-Export Utility
Inventory add: inventory add transaction(s)
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Let-down: inventoried item let down(s) performed
Move from: inventory site and/or location move
Move to: inventory site and/or location move
New item: new item(s) added to inventory
Open Pick Order: pick orders manually re-opened
Open Recv Order: receiving orders manually re-opened
Physical Inventory: physical inventory count
Pick: picking order transactions
Pick cancel: anytime a picking order transaction is cancelled
Pick change: picking order changes
Pick Delete Item: deleted picking order item transactions
Pick Delete Order: deleted picking order transactions
Receive: receiving order transactions
Recv cancel: anytime a receiving order transaction is cancelled
Recv change: change receiving order transactions
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•
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•
Recv Delete Item: delete receiving order item transactions
Recv Delete Order: deleted receiving order transactions
Replenish from: inventory replenish from
Replenish to: inventory replenish to
•
•
Ship Item: shipped item transactions
Ship Order: ship order transactions
• Ship Wave: ship wave transactions
To sort by a date range, click the calendar button in the From Date field and select a from date from the calendar that appears. Next, click the calendar button in the To Date field and select a To Date from the calendar that appears.
The number of records found that match the current selection are displayed in the Records Found field at the top of the form.
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If a large number of records are found, you may want to further limit the search criteria before continuing.
10.
Select the Go button to retrieve the history data.
11.
A message appears, letting you know that the local tables are being updated.
12.
When the data has been updated the message box disappears and a list of transaction records is displayed in the history log section of the form.
The transactions displayed list the system user, transaction description, transaction date, site and location, item number, UOM and UOM quantity balance.
13.
When you are finished viewing the history transactions, select Clear
Filter to clear the filter selections.
14.
Select Close to exit the form when you are finished.
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Displayed in the View
History Form
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The history log section of the View History form displays the retrieved history data:
It contains the following information for each history record:
TABLE 16. History Log Information
Data Column
User ID
Trans Desc
Trans Date
Site
Location
Item Number
UOM Qty
UOM
Qty
Balance
Order Number
Line Number
Serial Number
Trans ID
Description
Displays the system user who performed the transaction
Displays the transaction description
Displays the transaction date
Lists the transaction site
Lists the transaction location
Lists the transaction item number
Lists the item Unit Of Measure quantity
List the item Unit of Measure
Lists the item total quantity
Lists the item net balance quantity
For receiving and picking transactions, lists the order number
For receiving and picking transactions, lists the line number, if applicable
If enabled, lists the item serial number
Lists transaction ID (I = Inventory; R = Receiving; P =
Picking)
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History Reports
The following history reports are available in the Select Reports form
.
Note: To have accurate history data for these reports, the Log History
option must be enabled in the System Options form (Tools > Setup > Sys-
tem Options/Options tab).
Inventory
History
Reports
Picking
History
Reports
Receiving
History
Reports
•
•
Please refer to
“Inventory Reports” on page 238 for more information about
these reports:
History by Date: Lists transaction history by date for the date range specified. Report values include: Transaction Date and Time, Order # and Item#, Description and Transaction Type, User ID, UOM, Alternate item # and Quantity, and Net Balance.
History by Item: Lists transaction history by item number for the item number range and the date range specified. Report values include:
Transaction Date, Transaction Time, Transaction Description, User ID,
Order #, Location, UOM, Quantity, Net Balance, and Balance at Site.
•
•
•
Please refer to “Picking Reports” on page 244 for more information about
these reports:
Picking History Lots/Dates by Customer: Shows picking order transaction history by customer ID. The report also shows lot and expiration date information for the items included in the picking order.
Picking History Lots/Dates by Item: Shows picking order transaction history by item number. The report also shows lot and expiration date information for the items included in the picking order.
Picking History Lots/Dates by Order: Shows picking order transaction history by picking order number. The report also shows lot and expiration date information for the items included in the picking order.
•
Please refer to “Receiving Reports” on page 251 for more information
about these reports:
Receiving History Lots/Dates by Item: Shows receiving order transaction history by item number. The report also shows lot and expiration date information for the items included in the receiving order.
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Receiving History Lots/Dates by Order: Shows receiving order transaction history by receiving order number. The report also shows lot and expiration date information for the items included in the receiving order.
Receiving History Lots/Dates by Vendor: Shows receiving order transaction history by vendor. The report also shows lot and expiration date information for the items included in the receiving order.
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CHAPTER 13
Queries
Querying Inventory Data by Item # or Location
Querying Item Data by Category and by Kits
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Introduction
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IntelliTrack ISRP contains two standard queries: the inventory query and the item query.
Inventory Query: contains preset inventory data fields and queries that information by item number or location.
Item Query: contains preset item data and queries that information by category or kit master name.
To reach the application queries, select View > View in the ribbon. The
Query section of the ribbon contains two options: Item and Inventory.
Select from these options to view a query.
For more information about the inventory query and the item query, please refer to the sections that follow:
“Querying Inventory Data by Item # or
“Querying Item Data by Category and by Kits” on page 220 .
Querying Inventory Data by Item # or Location
•
•
•
•
•
•
You may query inventory data at the Inventory Query form. Inventory data may be queried by item number or location. The following inventory information is displayed in the query:
Site: the warehouse location of the inventory query
Item Number: unique system identifier for the item
Location: area in the warehouse where the item is stored
Unit of Measure: item unit of measurement
On Hand Quantity: amount of the item in stock
Inventoried Quantity: physical count amount of the item
To query inventory data:
1.
Select View > Query > Inventory from the ribbon. The Inventory
Queries form appears.
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2.
3.
4.
The default system site is automatically selected in the Site field. If multiple sites are enabled, you may change the site setting, if desired.
Click the drop-down arrow in the Site field and select a site from the list that appears.
To query inventory data by item, click the drop-down arrow in the Item
# field and select the item from the list that appears.
To query inventory by location, click the drop-down arrow in the Loca-
tion field and select the location from the list that appears.
The data refreshes to present the current selection. In the example below, the inventory data has been queried by Item #, hence inventory data is retrieved for the selected item number.
5.
Click the Preview button found along the bottom of the form to view the query information in a report format on-screen.
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Click the Print button found along the bottom of the form to print the query information in report format.
7.
To close the form, click the Close button found along the bottom of the form.
Querying Item Data by Category and by Kits
•
•
•
•
•
•
Item data is queried at the Item Query form. Item data may be queried by category for individual items, all items and kit master names, or kit master names. The following item data is displayed in the query:
Item Number: displays the unique system identifier for the item or the kit master name, depending on search criteria selection
Description (item): description of the item or kit master, depending on the search criteria selection
Alternate Item Number: alternate system identifier for the item
(doesn’t apply to kit master)
On Hand Quantity: amount of item in stock (doesn’t apply to kit master)
Category: type of item (doesn’t apply to kit master)
Kit Check Box: indicates this record is a kit when marked
To perform an item query:
1.
Select View > Query > Item from the ribbon. The Item Query form appears.
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2.
3.
To query items by category, click the drop-down arrow in the Category field, and select the category from the list that appears; —Or—
To query all items and all kit masters in the application, click the dropdown arrow in the Category field and select the {All}; —Or—
To query items by the kit master name(s) entered into the application, mark the Show Kit Masters check box. (To see the items that comprise
the kit, go to the Kit Maintenance form. Please refer to “Kitting” on page 130
for more information about using kits in ISRP.) If you unmark the Show Kit Masters check box, the category defaults to
{All}.
The data refreshes to present the current selection.
The query above is by item category.
Data is displayed for all items in the Hand Tools category.
4.
Click the Print button found along the bottom of the form to print the item query information in a report format.
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Click the Preview button found along the bottom of the form to view the item query information in a report format on-screen.
6.
Select the Close button found along the bottom of the form to close the form.
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Printing Labels
Label Printer Required Drivers
Printing and Previewing Item and Location Labels
Printing Sequential Number Labels
Editing an Existing Label Format
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Bar Code Label Feature
Your ISRP application contains the NiceLabel print-only bar code engine.
The Bar Code Labels form contains preformatted bar code label templates for each label type (Location, Item #, Item #/Description, Item#/Location,
Sequential, Custom, Item ID, Cust/Emp ID). You are able to print preformatted labels from the Bar Code Labels form.
Important: The preformatted label templates are created to work with
Zebra printers.
Label Printer
Required
Drivers
Note: If you are using a label printer to print your bar code labels, we recommend using the manufacturer’s printer drivers for successful label printing.
The labels found in the Bar Code Labels form are stored in the Label folder of your ISRP directory.
For full label design capability (i.e., the ability to create and edit labels), the ISRP application integrates with the NiceLabel application; however,
NiceLabel must be purchased separately. Contact IntelliTrack Sales at [email protected]
for more information.
If you are upgrading from ISRP v6.x and wish to continue to use labels created with BarTender in that version, please contact IntelliTrack Technical Support at [email protected]
or 888-583-3008, option 6.
For successful label printing, please use the manufacturer’s printer drivers.
For more information go to: http://www.nicelabel.com
Important:If you are using a label printer to print your bar code labels, you must use the manufacturer’s printer drivers for successful label printing.
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Printing and Previewing Item and Location
Labels
To preview and print bar code labels for inventory item data and for location data, please follow the steps below.
1.
Select Reports > Bar Code Labels > Bar Code Labels from the menu bar. The Bar Code Labels form appears.
2.
3.
•
•
•
In the Label Type portion of the form, select a label type:
Location: print a specified range of location labels in the label printing software application.
Item #: print a specified range of item labels in the label printing software application.
Item #/Description: print a specified range of item/description labels in the label printing software application.
• Item #/Location: print a specified range of item/location labels in the label printing software application.
In the Label List portion of the form, select the preformatted label type that you want to print.
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Click the Do It button found along the bottom of the form.
5.
The Select Records form appears. The records for the selected label type are included in the form.
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The records available for label printing are found in the record list portion of the form. Use the Shift key or the Ctrl key on the keyboard to select the records for which you want to print labels.
To select all the records, mark the Select All check box found in the
Select Records To Print portion of the form.
If you are using multiple sites, you may select records by site. To select a site, click the drop-down arrow in the Site field found in the Select
Records To Print portion of the form and select the site from the system site list.
Enter the amount of each label that you want to print in the Qty field found in the Select Records To Print portion of the form.
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Printing Labels
To preview the selected label or labels, click the Preview button found along the bottom of the form.
7.
To print the selected label or labels in the label printing software application, click the Print button found along the bottom of the form.
8.
The label printing software opens; the Print window appears. Click the
Print button to print your selected ISRP labels from the label printing software.
Note: IntelliTrack, Inc. supports Zebra Label printers. The bar code labels initiated in the ISRP application and printed from the label printing software application are designed to use a Zebra Label printer.
9.
Click the Print button to print the selected label from the selected printer. The label is sent to the printer and the Print window closes. You are returned to the label. If you are finished with this label, close the label and then close the label printing software. You are returned to the
Bar Code Labels form in ISRP.
Printing Sequential Number Labels
The Bar Code Labels form contains a Sequential option in the Label Type portion of the form. Sequential labels are labels that are based upon an incremental increase for a specific quantity of labels based upon an initial value. The data behind the sequential label is not associated with any ISRP record data; it is strictly based upon the initial value and its incremental increase. To print sequential labels, please refer to the instructions that follow.
1.
Click Reports > Bar Code Labels > Bar Code Labels from the menu bar. The Bar Code Labels form appears.
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Select Sequential in the Label Type portion of the form. The Sequential Label formats appear in the Label List area of the form.
Label
List
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3.
4.
Select the Sequential Label format that you want to use for the sequential label(s) from the list that appears in the Label List portion of the form.
Click the Do It button. The Sequential Bar Code form appears.
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5.
6.
7.
In the Sequential Bar Code form, click in the Initial Value field (starting point for the label number) and enter the value of the first bar code.
Press the Tab key on the keyboard to advance to the Increment field.
In the Increment field, enter the incremental increase of each label number after the starting number. Press the Tab key on the keyboard to advance to the Total Qty field.
In the Total Qty field, enter the total amount of labels that you want to print. Press the Tab key to advance to the Qty of Each field.
8.
9.
In the Qty of Each field, enter the quantity for each label. Press the
Tab key on the keyboard to advance to the Prefix field.
You may enter a label prefix in the Prefix field. (This field is optional.)
The label prefix may be any alphanumeric character. For instance, if you enter an A in this field, all bar code labels will have an “A” in front of the bar code.
10.
You may enter a label postfix in the Postfix field. (This field is optional.) The label postfix may be any alphanumeric character. For instance, if you enter a B in this field, all bar code labels will have a
“B” after the bar code.
11.
Click the Preview button in the Sequential Bar Code form to preview the sequential bar code labels.
12.
Click the Print button in the Sequential Bar Code form to print the sequential bar codes in the label printing software. The label printing software opens; the Print window appears.
Click the Print button in the label printing software Print window to print your sequential bar code labels.
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Note: IntelliTrack, Inc. support Zebra label printers. The preformatted labels contained in ISRP are designed to use a Zebra label printer.
13.
If you are finished previewing and/or printing your labels in the label printing software, close the label and then close the label printing software. You are returned to the Bar Code Labels form in ISRP.
Adding a New Label Format
For full label design capability (i.e., the ability to create and edit labels), the ISRP application integrates with the NiceLabel application; however,
NiceLabel must be purchased separately. Contact IntelliTrack Sales at [email protected]
for more information.
You must have a full version of NiceLabel software to create a new label.
To add a new label format to the Bar Code Labels form:
1.
Select Reports > Bar Code Labels > Bar Code Labels from the ribbon. The Bar Code Labels form appears.
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•
•
In the Label Type portion of the form select a label type.
Location: create a new location label in the label printing software.
Item#: create a new item number in the label printing software.
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Item#/ Description: create a new item number and description label in the label printing software.
•
•
Item#/ Location: create a new item number and location label in the label printing software.
Sequential: create a new sequential label in the label printing software.
• Custom: create a new custom label in label printing software.
Click the New button found along the bottom of the form.
4.
The New Label form appears.
Enter the label name in the field along the bottom of the form.
6.
7.
5.
Click the OK button to close the New Label form and continue creating the new label. (Clicking the Cancel button will cancel making the new label).
Edit the label file in the label printing software.
When you are finished, save your changes to the label and close the label printing software application. You are returned to the Bar Code
Labels form in the ISRP application. The new label is found in the label list for the selected label.
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Label List
Editing an Existing Label Format
For full label design capability (i.e., the ability to create and edit labels), the ISRP application integrates with the NiceLabel application; however,
NiceLabel must be purchased separately. Contact IntelliTrack Sales at [email protected]
for more information.
To edit an existing label format, you must have a full version of NiceLabel software. Refer to the steps that follow to edit an existing label format.
1.
Select Reports > Bar Code Labels > Bar Code Labels from the menu bar. The Bar Code Labels form appears.
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2.
3.
•
•
In the Label Type portion of the form, select a label type.
Location: edit location labels for a specified label size in the label printing software.
Item#: edit item number labels for a specified label size in the label printing software.
•
•
•
•
Item#/ Desc: edit item number and description labels for a specified label size in the label printing software.
Item#/ Location: edit an existing item number/location label for a specified label size in the label printing software.
Sequential: edit an existing sequential label for a specified sequential label size in the label printing software.
Custom: edit an existing custom label for a specified custom label size in the label printing software.
Select the label from the label list to the right.
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Click the Edit button found along the bottom of the form.
5.
6.
The selected label file is opened in the label printing software application.
Edit the label file in the label printing software application.
When you are finished, save your changes to the label and close the label printing software application. You are returned to the Bar Code
Labels form in the ISRP application. The label has been changed.
Printing Custom Labels
For full label design capability (i.e., the ability to create and edit labels), the ISRP application integrates with the NiceLabel application; however,
NiceLabel must be purchased separately. Contact IntelliTrack Sales at [email protected]
for more information.
You must have a full version of NiceLabel software to use a custom label in the Bar Code Labels form. To preview and print custom labels, please refer to the instructions that follow.
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Select Reports > Bar Code Labels > Bar Code Labels from the menu bar. The Bar Code Labels form appears.
In the Label Type portion of the form, select Custom. The preformatted custom labels appear in the Label List portion of the form.
Select the custom label that you want to print from the Label List in the Bar Code Labels form.
Click the Do It button found along the bottom of the form.
The label printing software opens; the selected label also opens in the label printing software. In the label printing software, create the custom label.
When you are ready to print the label, click File > Print from the menu bar in the label printing software. The Print window appears.
Note: IntelliTrack, Inc. supports Zebra label printers. The preformatted labels contained in ISRP are designed to use a Zebra label printer.
7.
Click the Print button to print the selected label from the selected printer. The label is sent to the printer and the Print window closes. You are returned to the label. If you are finished with this label in the label printing software, close the label and then close the label printing software. You are returned to the Bar Code Labels form in ISRP.
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Reaching the Select Reports Form
Generating an Inventory Report
IntelliTrack Report Print and Export Options
Reaching the Customize Reports Form
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Introduction
The ISRP reports are grouped into three types: inventory, picking, and receiving.
Inventory Reports: The Inventory Reports sort inventory information based on warehouse space, inventory transaction history, inventory locations, item category, and item detail. Inventory reports also keep track of inventory reconciliation, stock summary, prime locations, and reorder information. For a complete list of inventory reports, please refer to
“Inventory Reports” on page 238
.
Picking Reports: The Picking Reports sort picking order information based on picking order status (open or closed), customer information, packing list, picking history, and shipping information. For a complete list of picking reports, please refer to
.
Receiving Reports: The Receiving Reports sort receiving order information based on receiving order status (open or closed), vendor information, and receiving history. For a complete list of receiving reports, please refer
to “Receiving Reports” on page 251 .
Reaching the Select Reports Form
ISRP reports are run from the Select Reports form. The Select Reports form may be reached from the menu bar:
Select Reports > Select Reports > Report option in the ribbon; the Select
Reports form appears.
Inventory Reports
Inventory reports track inventory levels and movement in your warehouse.
Inventory reports available at the Select Reports form are listed in the table below:
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TABLE 17. ISRP Inventory Reports
Inventory Report
Available Warehouse Space
Batch Cycle Count
History by Date
History by Item
Inventory by Category
Inventory by Location
Inventory by Lot, Expiration
Date
Inventory Item Detail
Description
Lists each location for the specified site(s), total cubic space, total occupied cubic space, available cubic space, and the percent available space for the site locations and percentage range specified.
Lists the items due to be cycle counted along with their on hand quantity.
Lists transaction history by date for the date range specified. Report values include: Transaction Date and Time,
Order # and Item#, Description and
Transaction Type, User ID, UOM, Alternate item # and Quantity, and Net Balance.
Lists transaction history by item number for the item number range and the date range specified. Report values include:
Transaction Date, Transaction Time,
Transaction Description, User ID, Order
#, Location, UOM, Quantity, Net Balance, and Balance at Site.
Totals the extended cost for item type (or category) by site and type specified. Lists category, item, item description, alternate item number, location, unit of measure, on hand quantity, extended quantity, unit cost and extended cost for each item’s location.
Shows the on hand quantity and the extended quantity for the specified inventory at the specified locations. The report can be filtered by Site, item number range and location range.
Shows on hand quantity, extended quantity, and percentage of total lot and expiration date for the item and location.
Subtotals the extended quantity for specified items and locations.
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TABLE 17. ISRP Inventory Reports (Continued)
Inventory Report
Inventory Item Summary
Inventory Reconciliation
Inventory W/Pictures
Inventory with Negative
Quantity
Kit Maintenance Form
Description
The Inventory Item Summary Report computes the total item quantity and displays the minimum, maximum, and reorder quantity for the item(s) selected throughout the system.
Shows the quantity difference between the on hand quantity and the inventory quantity for each item by location. Also shows the date of the most recent inventory for each item.
This report will only have values if the
Replace On Hand Quantities setting is turned off in system options.
Contains the items in the system that have referenced image files. For these items, the report gives the item number and description, image file location and name, along with the item “each” count, unit cost, cube size, and reorder quantity information. It also shows a copy of the image (i.e., picture). This item information is given for all sites in the system.
Filters the inventory with a negative quantity for each item and location in the specified Site, or all Sites in the system and subtotals the negative extended quantity for the item by site.
Lists the kits entered into the system by kit name, item numbers in the kit, description of items in the kit, unit of measure for items in the kit, and quantity of each item in the kit.
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TABLE 17. ISRP Inventory Reports (Continued)
Inventory Report
Overstock Summary
Primary Location Report
Reorder Summary
Velocity Report - Picking
Velocity Report - Receiving
Description
Totals the cost of overstocked items and totals the cube size of overstocked items at the site specified.
Breaks down overstocked items individually, listing the on hand quantity for the item, the minimum quantity and maximum quantity, and the overstock quantity.
Breaks down the cost/UOM, the total cost per UOM, and the on hand quantity per
UOM for each overstocked item.
Lists the primary location for an item.
Filters items with inventory below the minimum quantity, lists the reorder quantity for these items, and totals reorder cost.
Calculates the rate at which an item is picked and how quickly item inventory is relieved.
Calculates the rate at which an item is received and how quickly item inventory is updated.
Generating an
Inventory
Report
To generate an Inventory report, refer to the following instructions:
1.
In the Select Reports form, click the radio button next to the Inventory selection to display the available inventory reports.
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Next, select the desired Inventory Report from the list of available
Inventory reports displayed in the Report Type section of the form.
The report’s selection criteria are enabled in the Selection Criteria section of the form.
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List of available reports Report Selection Criteria
Note: The selection criteria fields for inventory reports become enabled depending on the Inventory report selected.
3.
•
•
In the Selection Criteria section of the Select Reports form shown above, the selection criteria enabled for the History by Date report includes Site and Transaction Date. Hence, you are able to limit the data pulled for the report by a specified site and a specified date range.
Select the desired report criteria from the criteria selections available
(the selections available will vary, depending on the report selected).
If multiple sites are enabled in the System Options form/Features tab, click the drop-down arrow in the Site field and select the Site from the list that appears.
In the Item # field, click the drop-down arrow in the From field and select the beginning item number from the list that appears. Next, click the drop-down arrow in the To field and select the ending item number from the list that appears to set an item number range for the report.
To select one item for the report, enter the same item number in the
Item # From and To fields.
To include all item numbers in the report, leave the Item # From and To fields blank.
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In the Location field, click the drop-down arrow in the From field and select the beginning location from the list that appears.Next, click the drop-down arrow in the To field and select the ending location from the list that appears to set a location range for the report.
To select one location for the report, enter the same location in the
Location From and To fields.
To include all locations in the report, leave the Location From and
To fields blank.
In the Transaction Date field, click the calendar button in the
From field and select a beginning transaction date from the calendar that appears. Next click the calendar button in the To field and select an ending transaction date from the calendar that appears to set a transaction date range for the report.
To select one date for the report, enter the same date in the Transac-
tion Date From and To fields.
To include all system dates in the report, leave the Transaction Date
From and To fields blank.
In the Lot field, enter a starting lot number in the From field and an ending lot number in the To field to set a lot number range for the report.
To select one lot for the report, enter the same lot in the Lot From and To fields.
To include all lots in the report, leave the Lot From and To fields blank.
In the Expiration Date field, click the calendar button in the From field and select a starting expiration date from the calendar that appears. Next, click the calendar button in the To field and select an ending expiration date from the calendar that appears to set an expiration date range for the report.
To select one date for the report, enter the same date in the Expira-
tion Date From and To fields.
To include all system dates in the report, leave the Expiration Date
From and To fields blank.
In the Category field, click the drop-down arrow in the From field and select the beginning category from the list that appears. Next, click the drop-down arrow in the To field and select the ending category from the list that appears to set an category range for the report.
To select one category for the report, enter the same category in the
Category From and To fields.
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To include all items in the report, leave the Category From and To fields blank.
In the Percentage selection criteria field, enter a starting percentage in the From field and ending percentage in the To field to set a percentage limit for the report.
To run the report for a specific percent, enter the same percent value in the Percentage From and To fields.
To include all percent values in the report, leave the Percentage
From and To fields blank.
If you need to change the report criteria, click the Clear Fields button, and select your criteria again.
5.
When you are finished defining the report criteria, select the Print button to print the report to the default printer.
Or, select the Preview button to preview the report onscreen.
When you preview the report onscreen, print options for the report are also available there. In addition, export options for the report are available. For more information about the options available when previewing the report onscreen, please refer to the following section:
“IntelliTrack Report Print and Export Options” on page 257
.
Picking Reports
Picking reports monitor picking order activity in your warehouse. Picking reports available in the Select Reports form are listed in the table below:
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TABLE 18. ISRP Picking Reports
Picking Report
Closed Picking Orders
Customer Records without Names
Customer Report
Description
Lists the closed picking orders and displays the following information about the order: order number, associated customer, ISRP user, item number, item description, and item unit of measure for all items in the order, ordered quantity, shipped quantity, quantity balance, and transaction date.
Lists all customer records in the system that do not contain a customer name. This report is useful because customer records can be entered without a name via the portable device.
This report may be filtered by customer ID.
For the customers selected, this report lists the customer ID, Ship To ID, company name, address, shipping address, and contact information.
New Picking Orders This report lists the new picking orders and displays the following information about the order: order number, associated customer,
ISRP user, item number, item description, and item unit of measure for all items in the order, ordered quantity, shipped quantity, quantity balance, and transaction date.
Open Picking Order Items This report will filter all open picking orders that contain the item or items selected. For the item(s), the report lists the item number, item description, item unit of measure, the order date and due date, the order number, ordered quantity of the item, the shipped quantity of the item and the remaining order balance for the item.
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TABLE 18. ISRP Picking Reports (Continued)
Picking Report
Open Picking Orders
Packing List
Past Due Picking Orders
Picking History Lots/Dates by Customer
Picking History Lots/Dates by Item
Picking History Lots/Dates by Order
Picking Order Differences
Picking Order Report with
Serial #
Description
This report displays open picking orders.
The order number, customer information, user information, order date, due date, ship date are displayed. Additionally, this report lists the item(s) in the order and the item description, alternate item number, and unit of measure. For each item listed, this report shows the ordered quantity, shipped quantity, order quantity balance and transaction date.
Creates a packing list for picking orders with a shipped quantity (the shipped quantity is the amount picked against the order).
Includes picking orders that have any item balance past the order due date.
Shows picking order transaction history by customer ID. The report also shows lot and expiration date information for the items included in the picking order.
Shows picking order transaction history by item number. The report also shows lot and expiration date information for the items included in the picking order.
Shows picking order transaction history by picking order number. The report also shows lot and expiration date information for the items included in the picking order.
Contains picking order details for open picking orders that contain an order balance.
For each order, the report displays the site, order number, customer ID, company name, user, order status, ordered quantity, shipped quantity, order balance, and transaction date.
Displays information found in the Picking
Order form for the specified picking order number. Also displays the site, order number, customer ID, company name, user ID, order date, due date, ship date, item number, item description, item UOM, ordered quantity, shipped quantity, balance, transaction date, and item serial number.
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TABLE 18. ISRP Picking Reports (Continued)
Picking Report
Picking Orders with Invalid
Customer
Picking Report
Picking Report with Bar
Codes
Description
Lists picking orders that contain invalid customer information. Also displays order number, order date, due date, ship date, and order status.
Each order included in the report resides on its own page.
Order information includes the order number, due date, ship date, site, and ship to ID.
Also included are items in the order along with item description, ordered item quantity, shipped item quantity, and balance.
Additionally, this report lists inventory information about the order such as item location, unit of measure, and on hand quantity.
It also indicates if the item location is a primary location.
Finally, item data information is included such as lot, expiration date, and serial number (if applicable).
This report lists comprehensive picking order and item information. Each order included in the report resides on its own page(s). For each picking order included in the report, a bar code is printed for the picking order number, item numbers in the report, item locations, and order balance.
Order information includes the order number, due date, ship date, site, and ship to ID.
Also included are items in the order along with item description, ordered item quantity, shipped item quantity, and balance.
Additionally, this report lists inventory information about the order such as item location, unit of measure, and on hand quantity.
It also indicates if the item location is a primary location.
Finally, item data information is included such as lot, expiration date, and serial number (if applicable).
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TABLE 18. ISRP Picking Reports (Continued)
Picking Report
Shipped Picking Orders
Shipping Information
UPS Packing List
Description
This report lists picking orders that have a shipped quantity. For each picking order with any amount of shipped quantity, the report lists the site, order number, customer information, user, order status, order date, due date, and ship date. It also includes order details such as items, item description, item unit of measure, ordered quantity, shipped quantity, balance and transaction date.
For the specified picking order, the report lists the shipping details as logged into the
ISRP application.
Creates a packing list for picking orders with a shipped quantity (the shipped quantity is the amount picked against the order) in which UPS is listed as the carrier.
Generating a Picking Report
To generate a Picking report, refer to the following instructions:
1.
In the Select Reports form, click the radio button next to the Picking selection to display the available picking reports.
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Next, select the desired Picking report from the list of available Picking Reports displayed in the form. The report’s selection criteria are enabled in the Selection Criteria section of the form.
Note: The selection criteria fields for picking reports become enabled depending on the Picking report selected.
3.
•
In the Selection Criteria section of the Select Reports form shown above, the selection criteria enabled for the Closed Picking Orders report includes Site, Order #, Order Date, Due Date, and Ship Date.
Hence, you are able to limit the date pulled for the report by a specified site, order number range, order date range, due date range, and ship date range.
•
Select the desired report criteria from the criteria selections available.
If multiple sites are enabled in the System Options form/Features tab, click the drop-down arrow in the Site field and select the Site from the list that appears.
In the Item # field, click the drop-down arrow in the From field and select the beginning item number from the list that appears. Next, click the drop-down arrow in the To field and select the ending item number from the list that appears to set an item number range for the report.
To run the report for one item number, enter the same item number in the Item # From and To fields.
To include all item numbers in the report, leave the Item # From and To fields blank.
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•
•
•
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In the Order # field, enter a starting order number in the From field and an ending order number in the To field to set an order number range for the report.
To run the report for one order number, enter the same order number in the Order # From and To fields.
To include all order numbers in the report, leave the Order # From and To fields blank.
In the Order Date field, click the calendar button in the From field and select a beginning order date from the calendar that appears.
Next click the calendar button in the To field and select an ending order date from the calendar that appears to set an order date range for the report.
To select one date for the report, enter the same date in the Order
Date From and To fields.
To include all system dates in the report, leave the Order Date
From and To fields blank.
In the Due Date field, click the calendar button in the From field and select a beginning due date from the calendar that appears. Next, click the calendar button in the To field and select an ending order date from the calendar that appears to set a due date range for the report.
To select one date for the report, enter the same date in the Due Date
From and To fields.
To include all system dates in the report, leave the Order Date
From and To fields blank.
In the Ship Date field, click the calendar button in the From field and select a starting date from the calendar that appears. Next, click the calendar button in the To field and select an ending ship date from the calendar that appears to set a ship date range for the report.
To select one date for the report, enter the same date in the Ship
Date From and To fields.
To include all system dates in the report, leave the Ship Date From and To fields blank.
In the Customer ID field, click the drop-down arrow in the From field and select the beginning customer from the list that appears.
Next, click the drop-down arrow in the To field and select the ending customer from the list that appears.
To select one customer for the report, enter the same customer in the
Customer ID From and To fields.
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To include all customers in the report, leave the Customer ID From and To fields blank.
If you need to change the report criteria, click the Clear Fields button, and select your criteria again.
5.
When you are finished defining the report criteria, select the Print button to print the report to the default printer.
Or, select the Preview button to preview the report onscreen.
When you preview the report onscreen, print options for the report are also available there. In addition, export options for the report are available. For more information about the options available when previewing the report onscreen, please refer to the following section:
“IntelliTrack Report Print and Export Options” on page 257
.
Receiving Reports
Receiving reports monitor receiving order activity in your warehouse.
Receiving reports available in the Select Reports form include:
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TABLE 19. ISRP Receiving Reports
Receiving Report
Backordered P.O.s
Closed Receiving Orders
New Receiving Orders
Open Receiving Order
Items
Open Receiving Orders
Description
Lists unfilled receiving orders that have a partial received quantity.
Lists closed receiving orders by site, order number range, order date range, due date range, and receive date range specified.
Also lists items in the order by item number, item description, alternate item number, unit of measure, ordered quantity, received quantity, item balance, any item comments, and the transaction date.
The New Receiving Orders Report lists the new receiving orders and displays the following information about the order: order number, associated vendor, ISRP user, item number, item description, and item unit of measure for all items in the order, ordered quantity, received quantity, quantity balance, and transaction date.
This report will filter all open receiving orders that contain the item or items selected. For the item(s), the report lists the item number, item description, item unit of measure, the order number, order date and due date, the ordered quantity of the item, the received quantity of the item and the remaining order balance for the item.
The Open Receiving Orders report displays open receiving orders. The order number, vendor information, user information, order date, due date, and receive date are displayed. Additionally, this report lists the item(s) in the order. For each item, it provides the item description, alternate item number, unit of measure, the ordered quantity, received quantity, order quantity balance and transaction date.
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TABLE 19. ISRP Receiving Reports (Continued)
Receiving Report Description
Past Due Receiving Orders This report includes receiving orders that have any item balance past the order due date. For each order listed, the report shows the site, order number, vendor information, user information, order status
(open or closed), order date, due date, receive date, item information, ordered item quantity, received item quantity, and item balance.
Received Orders
Receiving History Lots/
Dates by Item
Receiving History Lots/
Dates by Order
Receiving History Lots/
Dates by Vendor
Receiving Order Differences
Lists picking orders that have a received quantity. For each receiving order with any amount of received quantity, the report lists the site, order number, vendor information, user, order status, order date, due date, and receive date. It also includes order details such as items, item description, item unit of measure, ordered quantity, received quantity, balance and transaction date.
Shows receiving order transaction history by item number. The report also shows lot and expiration date information for the items included in the receiving order.
Shows receiving order transaction history by receiving order number. The report also shows lot and expiration date information for the items included in the receiving order.
Shows receiving order transaction history by vendor. The report also shows lot and expiration date information for the items included in the receiving order
Contains open receiving orders that have a balance. For each order, the report displays the site, order number, vendor ID, vendor name, user, order status, ordered quantity, received quantity, order balance, and transaction date.
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TABLE 19. ISRP Receiving Reports (Continued)
Receiving Report
Receiving Order Report with Serial #
Receiving Orders with
Invalid Vendor
Vendor Records without
Names
Vendor Report
Description
This report displays information found in the Receiving Order form for a specified receiving order number. Information included for the order are the site, order number, vendor ID, vendor name, user ID, order date, due date, and receive date.
Information included about the items in the order are item number, item description, item UOM, ordered quantity, received quantity, balance, transaction date, and item serial number.
Lists all receiving orders that contain invalid vendor information (such as orders that do not have a vendor assigned to them). Also displays order number, order date, due date, receive date, and order status.
The Vendor Records Without Names
Report lists all vendor records in the system that do not contain a vendor name.
This report is useful because vendor records can be entered without a name via the portable device.
Lists the vendor ID, address, and contact information for the vendors specified.
Generating a
Receiving
Report
1.
2.
In the Select Reports form, click the radio button next to the Receiving selection to display the available receiving reports.
Next, select the desired Receiving report from the list of available
Receiving Reports displayed in the form.
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The report’s selection criteria are enabled in the Selection Criteria section of the form.
3.
•
•
• In the Selection Criteria section of the Select Reports form shown above, the selection criteria enabled for the Closed Receiving
Orders report includes Site, Order #, Order Date, Due Date, and
Receive Date. Hence, you are able to limit the date pulled for the report by a specified site, order number range, order date range, due date range, and receive date range.
Select the desired report criteria from the criteria selections available in the Selection Criteria portion of the form.
If multiple sites are enabled in the System Options form/Features tab, click the drop-down arrow in the Site field and select the Site from the list that appears.
In the Item # field, click the drop-down arrow in the From field and select the beginning item number. Next, click the drop-down arrow
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• in the To field, and select the ending item number for the item number range.
To select one item number for the report, enter the same item number in the Item # From and To fields.
To include all item numbers in the report, leave the Item # From and To fields blank.
In the Order # field, enter a starting order # in the From field and an ending order # in the To field to set an order number range.
To select one order number for the report, enter the same order number in the Order # From and To fields.
To include all order numbers in the report, leave the Order # From and To fields blank.
In the Order Date field, click the calendar button in the From field and select a starting order date from the calendar that appears. Next, click the calendar button in the To field and select an ending order date from the calendar that appears to set an order date range.
To select one order date for the report, enter the same date in the
Order Date From and To fields.
To include all order dates in the report, leave the Order Date From and To fields blank.
In the Due Date field, click the calendar button in the From field and select a starting due date from the calendar that appears. Next, click the calendar button in the To field and select an ending due date from the calendar that appears to set a due date range.
To select one due date for the report, enter the same date in the Due
Date From and To fields.
To include all due dates in the report, leave the Due Date From and
To fields blank.
In the Receive Date field, click the calendar button in the From field and select a starting receive date from the calendar that appears. Next, click the calendar button in the To field and select an ending date from the calendar that appears to set a receiving date range.
To select one receive date for the report, enter the same date in the
Receive Date From and To fields.
To include all receive dates in the report, leave the Receive Date
From and To fields blank.
In the Vendor ID field, click the drop-down arrow in the From field and select the beginning vendor. Next, click the drop-down arrow in the To field and select the ending vendor to set a Vendor ID range.
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To select one vendor in the report, select the same vendor in the
Vendor ID From and To fields.
To include all vendors in the report, leave the Vendor ID From and
To fields blank.
If you need to change the report criteria, click the Clear Data Filters button, and select your criteria again.
5.
When you are finished defining the report criteria, select the Print button to print the report to the default printer.
Or, select the Preview button to preview the report onscreen.
When you preview the report onscreen, print options for the report are also available there. In addition, export options for the report are available. For more information about the options available when previewing the report onscreen, please refer to the following section:
“IntelliTrack Report Print and Export Options” on page 257
.
IntelliTrack Report Print and Export Options
When you preview an ISRP report onscreen, an IntelliTrack Report ribbon appears above the report. Report preview options available from the ribbon include print and export options.
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Print Options
While previewing the report onscreen, two print options are available in the IntelliTrack Report ribbon: print and quick print.
Export
Options
•
•
Print: Select the Print option to print the report via the Print window.
At this window, select a printer from your list of available printers to send the report to, as well as any other printing options available from this window, such as page range and number of copies.
Quick Print: Select the Quick Print option to accept printer default settings and automatically print one copy of the report from your default printer.
While previewing the report onscreen, the PDF or XPS export option is available. You must have the full version of Microsoft Access 2007 or
2010* (*for Microsoft Access 2010, IntelliTrack supports the 32-bit version only) in order to export a report to PDF or XPS. Select the PDF or
XPS button to export the report in PDF or XPS format. When you select this button, the Publish As PDF or XPS window appears. At this window, the report name appears in the File name field, .pdf or .xps appears in the
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Save As type field. Click the Save In button to browse to the folder in which you want to save the report.When you are ready to export the report to PDF or XPS format, select the Publish button. If you select the Open
file after publishing option, the Publish As PDF window closes and the report appears onscreen as a PDF or XPS file. It is also saved as a PDF or
XPS file in the location that you selected.
Important: The PDF and Email export options are only available when running a full version of Microsoft Access 2007 or 2010* (*for Microsoft
Access 2010, IntelliTrack supports the 32-bit version only) with Intelli-
Track ISRP. They are not available with the Microsoft Access run-time version.
Important: When using Microsoft Access 2007, in order to export the report in PDF or XPS format, you must have the Save As PDF or XPS
Add-On for Microsoft Office 2007 installed on your system. This Add-On is available for download at the microsoft website, www.microsoft.com
.
Customizing Reports
IntelliTrack ISRP contains a Customize Reports form that allows you to add a new report that shows custom data.
Note: To add a new report, you need to have a working knowledge of
Microsoft Access SQL®. A stored procedure must be created and added to the back end database before it can be accessed from the IntelliTrack ISRP front end interface. If you are unsure about how to add a report or have any questions about the process, contact IntelliTrack software services by telephone (410-771-3060) or email ( [email protected]
).
Reaching the
Customize
Reports Form
To reach the Customize Reports form, click Tools > Customize > Reports from the menu bar:
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Adding the New Report to the Front End
1.
2.
•
•
Select the data type of the report by clicking the radio button next to the desired report type:
Inventory
Picking
• Receiving
The data refreshes automatically to display the current data type selection.
Click the Add button found along the bottom of the form:
3.
4.
5.
6.
A blank line is added to the bottom of the list.
Click in the Report Name field and enter the report name. Press the
<Tab> key to advance to the Report Description field. Enter the report description in the Report Description field. Press the <Tab> key to advance to the Query Table Name field.
Enter the query table name in the Query Table Name field. Press the
<Tab> key to advance to the next field.
Click the drop-down arrow in the Report Criteria Index field and select the report criteria from the list that appears. The selected criteria determines the enabled selection criteria in the Select Reports form.
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7.
When you are finished adding the new report information, click the
Save button found along the bottom of the form.
To exit the form and cancel your changes, click the Cancel button found along the bottom of the form.
To delete an added report from the list, click the Delete button found along the bottom of the form. (You cannot delete a report that is shipped with IntelliTrack ISRP from the Customize Reports form.)
To exit the form and save your changes, select the Close button found along the bottom of the form.
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Database Maintenance
Testing the Database Connection via the UDL File
Connecting to the Database with SQL Server
Changing the Application Database Connection
Database Backup and Restore with SQL Server/SQL
IntelliTrack Backup and Restore Database Utilities
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Verifying Database Connection
Your IntelliTrack application contains a database that stores your data and all data transactions. It is located on a PC or network server. In IntelliTrack v8.x applications, the database is managed by SQL Server or SQL Express.
During application installation, SQL login is set and your IntelliTrack database is created. To verify database creation and connection, you must know your SQL Login information (including server name and/or instance) and your IntelliTrack database name.
IntelliTrack
Database
The database is created during application installation. When you use the database that is created during application installation, it is automatically given a name. The default database name for each application is found in the table below.
TABLE 20. Default Names of Application Databases
Application
Check In-Out
Fixed Assets
Inventory
Stockroom
Package Track
WMS
ISRP
Default Database Name
DATACHE80
DATAFIE80
DATAINE80
DATASTE80
PTSQL80
WMS80
ISRP80
SQL Server
Logon
Information
During application installation, the default logon information for SQL
Server is set as username “sa” and password IntelliTrack#2008. You are able to change the database name and SQL Server logon information.
However, for SQL 2008, a strong password is required. For more informa-
tion on the SQL login password requirements, see “SQL Server 2008 Login
Strong Password Requirements” on page 264
for more information.
SQL Server 2008 Login Strong Password Requirements
The default IntelliTrack password for SQL Server 2008 login is
IntelliTrack#2008. It is set during application installation. It is a strong password. If you want to use another password for SQL login, be aware
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Database
Connection via the UDL
File
2.
3.
Appendix A
Database Maintenance that it must be a strong password. A strong password meets the following requirements:
1.
•
•
•
Can’t contain the account name or part of the account name in it.
Must be at least 8 characters long.
•
Must contain characters from at least 3 of the following 4 categories:
Latin uppercase (A-Z)
Latin lowercase (a-z)
Base 10 digits (0-9)
Non-alphanumeric characters such as exclamation point (!), dollar sign ($), number sign (#), or percent (%)
In order for you to successfully startup and run your IntelliTrack application, the database must be attached to your application. If your IntelliTrack application cannot find its database, it will not startup or run. The database connection is managed through SQL Server and encompasses three main components: server name, server log on information, and database name.
You are able to verify your database connection from the DATA.UDL file that is located in the IntelliTrack program folder. By default, the Intelli-
Track application program folder is installed on the computer’s C drive.
The table below shows the default path for each of IntelliTrack’s applications. The DATA.UDL file is found in this directory.
TABLE 21. IntelliTrack Application Folder Location: 32-bit System
IntelliTrack
Application Default Folder Location
Check In-
Out
C:\Program Files\IntelliTrack\DMS\Check In
Out\8.1
Fixed
Assets
Inventory
Stockroom
C:\Program Files\IntelliTrack\DMS\Fixed Assets\8.1
C:\Program Files\IntelliTrack\DMS\Inventory\8.1
C:\Program Files\IntelliTrack\DMS\Stockroom\8.1
Package
Track
WMS
ISRP
C:\Program Files\IntelliTrack\DMS\Package
Track\8.1
C:\Program Files\IntelliTrack\WMS
C:\Program Files\IntelliTrack\ISRP
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TABLE 22. IntelliTrack Application Folder Location: 64-bit System
IntelliTrack
Application Default Folder Location
Check In-
Out
C:\Program Files (x86)\IntelliTrack\DMS\Check In
Out\8.1
Fixed
Assets
Inventory
C:\Program Files (x86)\IntelliTrack\DMS\Fixed
Assets\8.1
C:\Program Files (x86)\IntelliTrack\DMS\Inventory\8.1
Stockroom
Package
Track
WMS
ISRP
C:\Program Files (x86)\IntelliTrack\DMS\Stockroom\8.1
C:\Program Files (x86)\IntelliTrack\DMS\Package
Track\8.1
C:\Program Files (x86)\IntelliTrack\WMS
C:\Program Files (x86)\IntelliTrack\ISRP
The screen example below shows the DATA.UDL file in the Check In-Out folder on a 32-bit system.
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Database Connection Test Example
You are able to easily test your IntelliTrack application’s database connection by using the DATA.UDL file. In this example, the Check In-Out database connection is tested by using the DATA.UDL file. You may test any
IntelliTrack application’s database connection in the same way.
1.
2.
Go to the IntelliTrack Check In-Out program folder. By default it is installed on C:\Program Files\Intelli-
Track\DMS\Check In Out\8.1. Locate the DATA.UDL file.
Select the DATA.UDL file and then double-click it.
3.
The Data Link Properties screen appears. The Data Link Properties screen shows the database information that is currently stored by the application, including the server name, server logon information (username and password), and the database name on the server. Generally, this information is set during product installation.
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4.
To test the server and database connection for Check In-Out, select the
Test Connection button in the Data Link Properties screen.
5.
If the database is properly setup and connected to Check In-Out, the following message appears: Test Connection Succeeded. This means that the application can find the database and connect to it; and when you open Check In-Out, the information found in this database will be included in the application forms, history, and reports.
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6.
If the test connection fails, it is usually because the database cannot be located or the server name or logon information is wrong. If this is the case, the database may not have been created during installation, or the name is different than the one entered. Or, the server connection information to the database is entered incorrectly. We suggest that you contact your network administrator for help in determining this database connection information for the Check In-Out application.
Connecting to the Database with SQL
Server
Management
Studio
SQL Server or SQL Express is an application that manages and runs your
IntelliTrack database. (If you do not have a full version of SQL Server on your system, IntelliTrack application installation will run and install SQL
Express.) Part of the SQL Server and SQL Express 2008 installation includes the Microsoft SQL Server Management Studio. You are able to use the Management Studio to access the server (data engine type) and database for your IntelliTrack application. It can be a useful tool in monitoring and maintaining your database. By default the SQL Server Management Studio is installed on C:\Program Files\Microsoft SQL
Server\100\Tools\Binn\VSShell\Common7\IDE.
To connect to your database in SQL Server Management Studio, please refer to the steps that follow.
1.
2.
To open the SQL Server Management Studio, click Start > All Pro-
grams > Microsoft SQL Server Management Studio.
The Microsoft SQL Server Management Studio opens. The Connect to
Server dialog also appears onscreen.
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3.
4.
It contains the server name, authentication, and database name of your
IntelliTrack database. If all necessary information is entered correctly, including server type (Database Engine), server name (name of your
IntelliTrack server/instance), authentication (logon method), username and password, you will be able to connect to your IntelliTrack database engine when you click the Connect button. (If you are unable to connect to your database, verify all of this information with your system administrator. It is possible that a piece of information is entered incorrectly.)
Once SQL Server Management Studio is connected to the database, go to the Object Explorer section in the left pane of the window and expand the databases and locate your IntelliTrack database. The screen example below shows the DATACHE80 database expanded in the
Object Explorer portion of the window, thus showing you that this database has been created.
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Changing the
Application
Database
Connection
The application database connection is set at application installation. If the database location changes, or you need to connect to a different database, you are able to do so from the IntelliTrack application.
Changing the Database Connection in Check In-Out,
Fixed Assets, Inventory, or Stockroom
You are able to change the application database connection from within the
Check In-Out, Fixed Assets, Inventory, or Stockroom application. To do so, perform the following steps. (The screen examples below reference the
Check In-Out application.)
1.
In your application, select Tools > Database > Database from the ribbon.
2.
The Data Link Properties form appears. It contains the connection information for the application’s database.
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3.
4.
5.
6.
•
•
The server is found in the 1. Select to enter a server name field. (This is the SQL Server that runs your database.) To change the database server, click the drop-down arrow in this field to view the list of servers and select the server name\instance name (if you are using an instance name) on which the database resides. If it is not listed, type the server name in this field.
The server log on information is found in the 2. Enter information to
log on to the server field. Make sure this information is correct for the server chosen in step 3, above. Select the Authentication mode used by this server:
Windows NT Integrated Security: mark this option if you use your Windows username and password for SQL Server login.
Use a specific user name and password: mark this option if you use SQL Server authentication to log into SQL Server; the following fields become enabled:
User name: Enter a valid user login name in this field. The default
IntelliTrack username is sa.
Password: Enter a valid password in this field. (The default Intelli-
Track sa password for SQL 2008 is IntelliTrack#2008.)
Next, select the new application database by clicking the option button next to the 3. Select the database on the server: selection and then clicking the drop-down arrow in the field underneath this option. If the database is not listed, enter it into the field.
Verify that the new database is connected to the server. Click the Test
Connection button. If the database is attached to this server, you will receive a “successful connection” message.
If the database is not attached, select the Attach a database file as a
database name: option by entering the logical database name for
7.
Appendix A
Database Maintenance example for Check In-Out: DATACHE80, and then browsing or entering the database name including the full path to it (for example): for 32-bit systems:
• C:\Program Files\Microsoft SQL
Server\MSSQL\Data\DATACHE80.MDF
for 64-bit systems:
•
•
•
C:\Program Files (x86)\Microsoft SQL
Server\MSSQL\Data\DATACHE80.MDF
Click the Test Connection button to verify the database is connected. Upon successful connection, a message appears to tell you that the database is successfully connected.
If you cannot successfully connect to the database, or if you do not know the location of the database, please see your network administrator for help. This information must be entered correctly in order to attach and connect to the database.
When the database is connected, click OK to close the Data Link Properties form and attach the new database to the application. The application will now use the newly attached database.
Changing the Database Connection in Package Track
In Package Track, you are able change the application database connection from within the application. To do so, refer to the following steps.
1.
Click Configuration > Options in the menu bar to reach the Options window.
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In the Database portion of the Options window, click the Change
Database button. The Data Link Properties window appears. It contains information about the database connection.
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3.
4.
5.
6.
To change the server connection: In the 1. Select to enter a server
name field, click the drop-down arrow and select the server name\instance name (if you are using an instance name) on which the
Package Track data file resides from the list that appears. If it is not listed type the server name in this field.
In the 2. Enter information to log on to the server field, select the
Authentication mode used by the server:
Select the Use a specific user name and password option if SQL
Server Authentication is used. The User name and Password fields become enabled. Enter a valid user login and password in the fields provided. (The default SQL 2008 sa password for IntelliTrack is Intel-
liTrack#2008. This is a strong password. SQL 2008 requires a strong password for SQL login; for more information about a strong password, please see
“SQL Server 2008 Login Strong Password Requirements” on page 264 .)
Select the Use Windows NT Authentication option if you use your
Windows login information to log into SQL Server.
Next, select the database by clicking the option button next to the 3.
Select the database on the server: selection and then clicking the drop-down arrow in the field underneath this option. If it is not listed, enter it into this field.
Click the Test Connection button to verify the database connection. If the data file is not attached, select the Attach a database file as a data-
base name: option by entering the logical database name (PTSQL) and
7.
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Database Maintenance then browsing or entering the data file name, including the full path
(example for 32-bit systems: C:\Program Files\Microsoft
SQL Server\MSSQL\Data\PTSQL.MDF); or for 64-bit systems:
C:\Program Files(x86)\Microsoft SQL
Server\MSSQL\Data\PTSQL.MDF.
Click OK to close the form and attach the database to the application.
Changing the Database Connection in WMS or ISRP
The IntelliTrack WMS/ISRP database connection is set at workstation installation. However, if this location changes, or you need to connect to a different database while in application you are able to do so. The example that follows is shown for the ISRP application, however, it works the same in WMS.
1.
Select Tools > Change Database Connection from the ribbon:
2.
The Data Link Properties form appears with the Connection tab to the front. The current server name and the database name are listed in the form fields.
3.
4.
In the 1. Select to enter a server name field, click the drop-down arrow and select the server name on which the ISRP database resides from the list that appears. If it is not listed in the drop-down list, type the server name in this field.
In the 2. Enter information to log on to the server field, select the
Authentication mode used by the server.
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8.
5.
6.
•
•
Select the radio button next to the Use Windows NT Integrated
security option if you are using NT Authentication.
Select the radio button next to the Use a specific user name and
password option if SQL Server Authentication is used. The User
name and Password fields become enabled. Enter a valid user login and password in the fields provided (the default IntelliTrack sa user password for SQL 2008 Express is IntelliTrack#2008). Mark the
Allow saving password box if you use a specific user name and password to log into SQL Server. Mark the Blank password check box if you do not use a specific user name and password to log into
SQL Server.
If you are using SQL 2008, a strong password is required for SQL login. For more information about strong password requirements, please see
“SQL Server 2008 Login Strong Password Requirements” on page 264
.
Next, select the database (for example, ISRP80) by clicking the option button next to the 3. Select the database or the server: selection and then clicking the drop-down arrow in the field underneath this option.
If your database is not listed, enter it into the field.
Click the Test Connection button to verify the database connection. If the database is not attached, select the Attach a database file as a
database name: option by entering the logical database name
(ISRP80), and then browsing or entering the database name, including full path (for example: C:\Program Files\Microsoft SQL
Server\MSSQL\Data\ISRP.MDF).
Click OK to close the form.
For the database connection changes to take effect, you must exit from the IntelliTrack ISRP application, and then open it again. Exit Intelli-
Track ISRP by clicking Manage > Quit from the Manage ribbon.
Then, start IntelliTrack ISRP by clicking Start > Programs > Intelli-
Track > ISRP > ISRP Workstation.
Database Backup and Restore
Your IntelliTrack application is a client server system using SQL Express or SQL Server to handle the database and Microsoft Access to handle much of the application. For optimum system performance, it is a good idea to regularly back up your database.
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Maintenance
Database
Backup and
Restore with
SQL Server/
SQL Express
•
•
•
Appendix A
Database Maintenance
We recommend backing up the database every day. Use SQL Server or an
IntelliTrack Utility to backup your database:
If you have the full version of SQL Server, this process is provided for
by SQL Server. (Please refer to “Database Backup and Restore with
SQL Server/SQL Express” on page 277
for more information.)
If you are using SQL Express (minimal version of SQL Server 2005 or
SQL Server 2008, containing only basic components of SQL Server), this process is provided for by SQL Express. (Please refer to
Backup and Restore with SQL Server/SQL Express” on page 277 for
more information.)
Another option for backing up your data is to use the IntelliTrack
Backup Utility and the IntelliTrack Restore Utility for database mainte-
nance. (Please refer to “IntelliTrack Backup and Restore Database Utilities” on page 293
for more information.)
SQL Server and SQL Express provides the backup functionality needed to protect data and backup the IntelliTrack database: Microsoft SQL Server
Management Studio provides full backup and restore functionality.
Database Backup with SQL Server Management Studio
You are able to use SQL Server Management Studio to back up your IntelliTrack database and have a full copy of it available in the event of data loss or damage.
1.
2.
Open Microsoft SQL Server Management Studio by selecting Start >
All Programs > Microsoft SQL Server 2008/2008 R2 > SQL Server
Management Studio.
The Microsoft SQL Server Management Studio opens. The Connect to
Server dialog also appears onscreen. Connect to the IntelliTrack instance of the Microsoft SQL Server Database Engine. (Enter the IntelliTrack Server Name, and your login and password and then select the Connect button.)
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3.
Once you are connected, the IntelliTrack database appears in the
Object Explorer portion (left pane) of the window.
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4.
Select the IntelliTrack database that you want to back up and then right-click it. The right-click menu appears.
Appendix A
Database Maintenance
5.
In the right-click menu, select Tasks > Back Up.
6.
The Back Up Database dialog appears. The General page is displayed.
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7.
8.
In the Back Up Database window, accept all the default settings in the
Source and Backup set portion of the window.
The Destination portion of the window shows the type of backup destination (options include Disk or Tape) and where the database will be backed up to. In the Back up to portion of the window, the Disk option and a backup folder location are automatically set for database backup destination. Select the default backup folder
location and click the Remove button.
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9.
The Destination area of the window is cleared.
10.
Next, select where you want the backup to go. Click the Add button in the Destination portion of the window. The Select Backup Destination dialog appears.
11.
In the Select Backup Destination dialog, click the Browse button to select where you want the backup to go.
12.
The Locate Database Files window appears. Browse to the backup file location. Make sure that the Backup Files (*.bak, *trn) extension option is selected for the backup file type. In the Filename field enter a name for the backup file. Directly at the end of the filename, enter the file extension: .bak.
To ensure that you preserve any other backups, the filename should not be the same as an existing backup in the folder where the backup will be created.
For the backup filename, we recommend that you append the original database name with the backup date (for example
DATACHE80_0607) so that you are able to easily distinguish the database backup.
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Click OK to close this window. You are returned to the Select Backup
Destination window. The database location and file name are set.
282
Make sure that the file extension is set as .bak.
Appendix A
Database Maintenance
14.
In the Select Backup Destination dialog, click the OK button to close it. You are returned to the Backup Database window. The backup file destination and filename with extension (in this example,
DATACHE80_0607.bak) are entered in the Destination portion of the window.
15.
Next, bring the Options portion of the Back Up Database window to the front by clicking the Options selection in the Select a Page portion of the Backup Database window.
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In the Options portion of the Back Up Database window, in the Over-
write Media portion to the right, select the Overwrite all existing
backup sets option.
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17.
You are now ready to execute the backup procedure. Click OK to execute the database backup.
Appendix A
Database Maintenance
18.
The database is backed up. (Note the default location of your database backup file; it is found in the Destination portion of the Backup Database window, shown above.)
Database Restore with SQL Server Management Studio
You are able to use SQL Server Management Studio to restore (or recover) a backup of your IntelliTrack database in the event of data loss or damage.
To use SQL Server Management Studio to restore a database backup to your IntelliTrack application, please refer to the instructions below.
Important: In order to restore your IntelliTrack database, you must first back it up. The restore operation will restore a backup of your IntelliTrack database. For more information about backing up your IntelliTrack database with Microsoft SQL Server Management Studio, please see
Backup with SQL Server Management Studio” on page 277
.
1.
2.
Open Microsoft SQL Server Management Studio by selecting Start >
All Programs > Microsoft SQL Server 2008/2008 R2 > SQL Server
Management Studio.
The Microsoft SQL Server Management Studio opens. The Connect to
Server dialog also appears onscreen. Connect to the IntelliTrack instance of the Microsoft SQL Server Database Engine. (Enter the IntelliTrack Server Name, and your login and password and then select the Connect button.)
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Once you are connected, the IntelliTrack database appears in the
Object Explorer portion (left pane) of the window.
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4.
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Select the IntelliTrack database that you want to restore and then right-click it. The right-click menu appears.
5.
In the right-click menu, select Tasks > Restore > Database.
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The Restore Database window appears. It automatically selects the
Destination and Source to restore. This is for the selected IntelliTrack
database.
7.
In the Source for restore section of the window, select the From
Device option.
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8.
Next, click the Browse (...) button. The Specify Backup Dialog appears.
Appendix A
Database Maintenance
9.
The Specify Backup dialog appears. Click the Add button in the Specify Backup dialog.
10.
The Locate Backup File window appears. Browse to the Backup file location and select the database backup file. The file information including the selected path, file type, and file name populate the form.
11.
Click Ok to select this file to restore. You are returned to the Specify
Backup window. This file location path and file name are entered in the
Backup location portion of the window.
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Click Ok to close the Specify Backup window. You are returned to the
Restore Database window. This file location/filename are entered in the
Select the backup sets to restore portion of the window.
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13.
In the Select the backup to restore section, mark the Restore check box for this database.
Appendix A
Database Maintenance
14.
In the Select Page portion of the Restore Database window select the
Options selection to view the Options portion of the Restore Database window.
15.
From the Options portion of the Restore Database window, in the
Restore Options portion, select the Overwrite the existing database
(WITH REPLACE) option. Note that by default, the selected backup database will be restored to the original database name (in this example, DATACHE80).
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If restoring a backup to the same database that the backup file came from, the Restore As “destination” settings (where the database will be restored to) should be the same as the backup location that is automatically entered for Row Data and File Type. However, the Restore As destination location should be verified. If necessary, point them to the right location either by entering this location in the Restore As field or clicking the Browse (...) button, navigating to this location, and selecting it for each one.
If restoring a backup from another database in another instance, the
Restore As destination settings should be different from the backup location automatically entered for the Row Data and File Type. You will need to set this location for each one by entering it in the Restore
As field or by clicking the Browse (...) button, navigating to this location, and selecting it.
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17.
You are now ready to execute the database restore action. Click the OK button along the bottom right of the window to execute the database restore action. The Database Restore action is executed. This is shown onscreen.
Appendix A
Database Maintenance
18.
When the database is successfully restored, the following message appears onscreen.
IntelliTrack
Backup and
Restore
Database
Utilities
19.
Click OK to close the message. The next time that you open your IntelliTrack application, it will use the restored database.
IntelliTrack batch utilities may also be used to backup and restore the database. The backup and restore methods are explained in the following section:
. The databackup folder in your program directory must have proper permissions in order to create a backup database with the backup utility. Make sure that the databackup
folder has the proper permissions: please refer to “Databackup Folder Permissions” on page 295
.
Warning: In order for the IntelliTrack batch utility to create a data backup file, the databackup folder must contain proper permissions. If the databackup folder does not contain proper permissions, the IntelliTrack batch utility will not create a data backup file.
Batch Utilities
Backup and Restore batch utilities may be used to perform a daily database backup and a restore on the last backup.
1.
Use the Backup and Restore batch utilities to perform a daily database backup and a restore on the last backup.
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•
These utilities are found in your program folder:
For 32-bit systems:
TABLE 23. IntelliTrack Application Folder Location: 32-bit Systems
IntelliTrack
Application Default Folder Location
Check In-
Out
C:\Program Files\IntelliTrack\DMS\Check In
Out\8.1\backup.bat and restore.bat
.
Fixed
Assets
Inventory
C:\Program Files\IntelliTrack\DMS\Fixed
Assets\8.1\backup.bat and restore.bat
.
C:\Program Files\IntelliTrack\DMS\Inventory\8.1\backup.bat and restore.bat
.
Stockroom
Package
Track
C:\Program Files\IntelliTrack\DMS\Stockroom\8.1\backup.bat and restore.bat
.
C:\Program Files\IntelliTrack\DMS\Package
Track\8.1\backup.bat and restore.bat
.
WMS
ISRP
C:\Program Files\IntelliTrack\WMS\backup.bat and restore.bat
.
C:\Program Files\IntelliTrack\ISRP\backup.bat and restore.bat
.
For 64-bit systems:
TABLE 24. IntelliTrack Application Folder Location: 64-bit Systems
IntelliTrack
Application Default Folder Location
Check In-
Out
Fixed
Assets
Inventory
Stockroom
Package
Track
C:\Program Files (x86)\IntelliTrack\DMS\Check In
Out\8.1\backup.bat and restore.bat
.
C:\Program Files (x86)\IntelliTrack\DMS\Fixed
Assets\8.1\backup.bat and restore.bat
.
C:\Program Files (x86)\IntelliTrack\DMS\Inventory\8.1\backup.bat and restore.bat
.
C:\Program Files (x86)\IntelliTrack\DMS\Stockroom\8.1\backup.bat and restore.bat
.
C:\Program Files (x86)\IntelliTrack\DMS\Package
Track\8.1\backup.bat and restore.bat
.
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Database Maintenance
TABLE 24. IntelliTrack Application Folder Location: 64-bit Systems
IntelliTrack
Application Default Folder Location
WMS C:\Program Files (x86)\Intelli-
Track\WMS\backup.bat and restore.bat
.
3.
4.
ISRP C:\Program Files (x86)\Intelli-
Track\ISRP\backup.bat and restore.bat
.
To create a backup, double-click the backup utility file backup.bat.
A backup file of the database called backup.dat is placed in the
databackup folder in your Check In Out directory.
To restore the most recent database backup file found in the databackup folder in your Check In Out directory, double-click the restore utility file restore.bat. The most recent backup file, backup.dat, found in the databackup folder in your Check In Out directory, is restored.
Important:The Backup and Restore batch files are created during the database installation and they use the database settings from the installation. If the database settings are wrong, the utilities will not work. If you change the database settings, you must update them in the batch files. (You may edit the batch files in Notepad.)
Databackup Folder Permissions
Important: The databackup folder in your program directory must have proper permissions in order to create a backup database with the backup utility.
In order to back up your database with the backup.bat utility, the
databackup folder in your IntelliTrack Program directory must have read/write access for the service account that SQL Server uses for the server instance containing the database being backed up. Typically, this account is named the Network Service account. To make sure that your
databackup folder contains the necessary permissions, please refer to the steps that follow.
1.
First, identify the name of the service account that SQL Server is using for the server instance containing the database being backed up. In order to identify the name of the service account, go to your computer’s
Administrative Tools, which are available from the Control Panel.
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From the Administrative Tools, select Services to reach the Services list.
In the list of Services, locate SQL Server (MSSQL). This listing contains a Log On As entry. This is the name of the Service Account for
SQL Server. Typically, it is named Network Service. Make a note of the Log On As entry name because this is the name of the service account. In order to create a backup database with the backup.bat utility, this account must have read/write access in the databackup folder.
3.
Next, select the databackup folder in your IntelliTrack program directory, and then right-click to view the right-click menu.
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Database Maintenance
4.
Select Properties from the right-click menu. The databackup Properties window appears.
5.
In the databackup Properties window, select the Security tab to bring this portion to the front. If the name of your service account is not listed in this window, you must add it; continue with the next step. (If the name of your service account is listed, skip ahead to step 9.)
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Click the Add button in order add the name of the network service account that SQL Server uses. The Select Users, Computers, or Groups window appears.
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7.
In the Enter the Object Names area of the window, enter the service account name (typically this is called Network Service) and then click the Check Names button to verify this name. If the name is correct, it will automatically become underlined. (If this name is not correct, verify it again in the Administrative Tools\Services list, please see steps 1 and 2.)
Appendix A
Database Maintenance
8.
Click OK to add the account to the Groups or user names area of the
Security tab. The Select Users, Computers, or Groups window closes and you are returned to the databackup Properties window\Security tab.
9.
Select the account name in the Group or user names portion of the window (typically this is called Network Service). In the Permissions
for (service account) area of the window, make sure that the Allow check box is marked for Read and Write.
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10.
Click OK to close the databackup Properties window. Your
databackup folder now has the necessary permissions to create a backup database when you run the backup.bat batch utility.
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Sample Inventory Reports
Available Warehouse Space Report
Inventory by Lot, Expiration Date Report
Inventory Reconciliation Report
Inventory with Pictures Report
Inventory with Negative Quantity Report
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Batch Cycle Count
Appendix B
Sample Inventory Reports
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History by Date Report
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History by Item Report
Appendix B
Sample Inventory Reports
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Inventory by Category Report
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Inventory by Location Report
Appendix B
Sample Inventory Reports
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Inventory by Lot, Expiration Date Report
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Inventory Item Detail Report
Appendix B
Sample Inventory Reports
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Inventory Item Summary Report
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Inventory Reconciliation Report
Appendix B
Sample Inventory Reports
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Inventory with Pictures Report
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Inventory with Negative Quantity Report
Appendix B
Sample Inventory Reports
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Kit Maintenance Form Report
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Overstock Summary Report
Appendix B
Sample Inventory Reports
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Primary Location Report
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Reorder Summary Report
Appendix B
Sample Inventory Reports
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Velocity Report–Picking
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Velocity Report–Receiving
Appendix B
Sample Inventory Reports
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Appendix C
Sample Picking Reports
Customer Records without Names Report
Open Picking Order Items Report
Past Due Picking Orders Report
Picking History Lots/Dates by Customer Report
Picking History Lots/Dates by Item Report
Picking History Lots/Dates by Order Report
Picking Order Differences Report
Picking Order Form Report (w/Serial Number)
Picking Orders with Invalid Customer Report
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Closed Picking Orders Report
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Customer Records without Names Report
Appendix C
Sample Picking Reports
Lists all customer records in the system that do not contain a customer name. This report is useful because customer records can be entered without a name via the portable device. To run this report:
1.
2.
3.
In the Report Type section of the form, select Picking. Next, select
Customer Records without Names. (This report cannot be filtered.)
When you are ready to review the report, click the Preview button found at the bottom of the form.
To print the report, click the Print button found at the bottom of the form.
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Customer Report
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New Picking Order Report
Appendix C
Sample Picking Reports
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Open Picking Order Items Report
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Open Picking Orders Report
Appendix C
Sample Picking Reports
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Packing List Report
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Past Due Picking Orders Report
Appendix C
Sample Picking Reports
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Picking History Lots/Dates by Customer Report
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Picking History Lots/Dates by Item Report
Appendix C
Sample Picking Reports
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Picking History Lots/Dates by Order Report
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Picking Order Differences Report
Appendix C
Sample Picking Reports
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Picking Order Form Report (w/Serial Number)
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Appendix C
Sample Picking Reports
Picking Orders with Invalid Customer Report
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Picking Report with Bar Codes
Appendix C
Sample Picking Reports
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Shipped Picking Orders Report
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Appendix C
Sample Picking Reports
Shipping Information
For the specified picking order, the report lists the shipping details as logged into the ISRP application. If your ISRP application is integrated with UPS On Line WorldShip, this report will list the UPS Tracking Number(s) associated with this shipment, if applicable. To run this report:
1.
2.
3.
4.
5.
6.
7.
In the Report Type section of the form, select Picking. Next, select
Shipping Information.
In the Selection Criteria portion of the form, select the picking order number(s) for the report in the Order # field.
To select a specific order number for the report, enter the same order number in both the From and To Order # fields.
To select a picking order range for the report, enter the beginning picking order number in the Order # From field and the ending picking order number in the Order # To field.
To select all picking orders for the report, leave the Order # From and
To fields blank.
When you are ready to review the report, click the Preview button found at the bottom of the form.
To print the report, click the Print button found at the bottom of the form.
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Appendix D
Sample Receiving Reports
Closed Receiving Orders Report
Open Receiving Order Items Report
Past Due Receiving Orders Report
Receiving History Lots/Dates by Item Report
Receiving History Lots/Dates by Order Report
Receiving History Lots/Dates by Vendor Report
Receiving Order Differences Report
Receiving Order Form w/Serial Number Report
Receiving Orders with Invalid Vendor Report
Vendor Records without Names Report
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Backordered P.O.s Report
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Closed Receiving Orders Report
Appendix D
Sample Receiving Reports
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New Receiving Orders Report
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Open Receiving Order Items Report
Appendix D
Sample Receiving Reports
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Open Receiving Orders Report
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Past Due Receiving Orders Report
Appendix D
Sample Receiving Reports
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Received Orders Report
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Appendix D
Sample Receiving Reports
Receiving History Lots/Dates by Item Report
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Appendix D
Sample Receiving Reports
Receiving History Lots/Dates by Vendor Report
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Sample Receiving Reports
Receiving Order Form w/Serial Number Report
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Receiving Orders with Invalid Vendor Report
Lists all receiving orders that contain invalid vendor information (such as orders that do not have a vendor assigned to them). Also displays order number, order date, due date, receive date, and order status. To run this report:
1.
2.
3.
In the Report Type section of the form, select Receiving. Next, select
Receiving Orders with Invalid Vendor. (This report cannot be filtered.)
When you are ready to review the report, click the Preview button found at the bottom of the form.
To print the report, click the Print button found at the bottom of the form.
Vendor Records without Names Report
The Vendor Records Without Names Report lists all vendor records in the system that do not contain a vendor name. This report is useful because vendor records can be entered without a name via the portable device. To run this report:
1.
2.
3.
In the Report Type section of the form, select Receiving. Next, select
Vendor Records without Names. (This report cannot be filtered.)
When you are ready to review the report, click the Preview button found at the bottom of the form.
To print the report, click the Print button found at the bottom of the form.
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Vendor Report
Appendix D
Sample Receiving Reports
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Glossary
Glossary
Actual Quantity
Application Directory
Authentication Type
Bar Code Label Printing
Bar Code Labels
Batch Terminal
Communications
Bulk Storage Area
Carrier
Category
Compact Workstation
Utility
Customer
Cycle Count
Cycle Period
Database
The actual quantity represents the prior pick or new pick quantity in a picking order or the prior receive or new receive quantity in a receiving order.
The target path where a program executable file resides, consisting of the drive letter and folder. The application directory is important to know when installing the ISRP workstation application, and if setting an external bar code application for label creation and printing.
The method that IntelliTrack ISRP uses to validate your
PC’s user status with your SQL Server login name and password. When installing the ISRP workstation application, you must know your SQL Server authentication type.
The capability to print bar code labels from ISRP.
Labels that use bar code symbology to capture inventory information. Can be created within the ISRP workstation application or a separate bar code application.
The connection between the PC and the handheld device for purposes of transferring data or ISRP program setting.
Main storage area for inventoried items in the warehouse.
An organization that delivers goods to your Sites.
The types of items stocked in your warehouse facility; listing item categories allows you to sort or catalog items. A category could be related to your finished goods product line, or in-stock inventory type (i.e., printed material, raw materials, finished goods).
A utility that is provided with ISRP. It reconditions the IntelliTrack ISRP database, thus improving system performance. It is a good idea to run this utility at regular intervals, based on usage.
A person or entity that buys goods or services from your operation.
Regularly scheduled inventory count that cycles through your inventory. You are able to specify the frequency of item counting by entering a cycle period for the item.
The amount of time between a cycle count for an item.
The collection of data arranged in IntelliTrack ISRP.
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Expiration Date
Extended Cost
Extended Quantity
FIFO (First In First Out) Picking Used in conjunction with product expiration date. Intelli-
Track ISRP lists the locations of items being shipped in the order of their expiration date, and prompts the user to pick items in expiration date order.
For example, to put away a box of perishable items into location 1A11 with an expiration date or received date of
3/16/2004 and another box of the same perishable items into location 1B11 with an expiration date or received date of 4/20/2004, location 1A11 is listed first when selecting a location to pick from when picking an order with this item.
Forward Pick Location
The product expiration date. Commonly used with perishable inventory items.
The total cost of an item in inventory (by site or location), based on the extended quantity of the item.
The total individual item quantity in a location or site.
(When using multiple units of measure, the extended quantity represents the item total in “eaches.”)
Handheld Device
Hold (Quarantine) Designation for a Location
Host Picking
Generally, a “forward” location in the warehouse to which materials can be moved from bulk storage.
A handheld electronic organizer that holds information from your personal computer or laptop. Interfaces with the
ISRP workstation application through a separate CE Client application.
When a location is given a hold (or quarantine) designation, it cannot be used to store or move items.
Part of the Import-Export Utility. Communicates picking order activity back to a host system.
Host Receiving
Import-Export Utility
Initial Item Quantity
Inventoried Quantity
Part of the Import-Export Utility. Communicates receiving order activity back to a host system.
A utility that is provided with ISRP. Allows for data import into its database tables and data export from them. The import and export data is stored in text files (files with a.txt extension).
The initial amount of an inventoried item, when it is entered into inventory.
The inventoried quantity represents the item amount from a physical inventory count. It is not used by the system. It must be moved to on hand quantity to be used by the system. Useful for comparing ISRP on hand quantity with the physical count results when auditing inventory.
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Glossary
ISRP Architecture
Kitting
Lot
Multiple Units of Measure
New Pick Quantity
New Received Quantity
On Hand Quantity
Order Number
Order Status (for receiving and picking orders)
Paperless Picking and Receiving
PC
IntelliTrack ISRP is built on the three-tier architecture recommended by Microsoft for client/server environments.
Three separate areas integrate to form your IntelliTrack
ISRP product: the workstation application, the server, and the database; thus forming a scalable client/server that can handle a large number of users against a large database. IntelliTrack ISRP minimizes network traffic by shifting transactions to the back end through a middle tier that provides accessibility to upgrades.
A “kit” represents a preset group of items, of varying quantities. When the kitting process is used in the Intelli-
Track ISRP Inventory, Shipping, Receiving, Picking system, predetermined items that are part of a kit, are picked from inventory when the kit item number is selected as part of a pick order.
An inventory grouping that is identified by a number, alphanumeric character, etc.
Allows you to define a base unit (each) of measurement, and then higher increments of the base unit such as carton, bundle, and case for the items in stock. If you plan to implement multiple Units of Measure, it is important to accurately define and list these measurements so that they are available in the IntelliTrack ISRP application.
The amount of the item currently being picked against a picking order.
The amount of the item currently being received against a receiving order.
The amount of the item available.
The numeric identifier for a picking or receiving order. You have option to enable auto numbering for picking and receiving orders in the System Options form. Be aware of sort order constraints when entering order numbers.
Make sure you include enough spaces to act as a placeholder for the number. If using auto numbering for your orders, we recommended using a new starting number with at least 5 numerals (10000).
The system status of the order. An open order has not been fully processed by the system. A closed order has been fully processed by the system.
Receive new orders into inventory or pick existing orders electronically, without the use of a printed document.
Personal Computer
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Picker
Picking Order
Portable Data Collection Terminal (PDT)
Primary Location
Prior Pick Quantity
Prior Received Quantity
Product Serial Number
Quarantine Designation for a
Location
Query
Receiving Area
Receiving Order
Report
Sequential Number Label
Serial Number
Ship Date
An inventory count of all items by location; usually performed with a portable data collection terminal.
The ISRP system user who is picking the order.
Outbound orders. Inventory is picked to fulfill the order.
A portable device used to collect inventory data and perform inventory functions. Interfaces with the ISRP workstation application through a separate Batch Portable
Utility.
A location established as the prime location for an item.
Amount of the item quantity previously picked against the picking order.
Amount of the item quantity previously received against the receiving order.
The serial number of your purchased IntelliTrack product(s). Usually the IntelliTrack product serial number is found on the product package (for software applications) or the product mailing envelope (for additional product licenses or support agreements).
Used in ISRP workstation application; when a location is given a quarantine designation, it cannot be used to store or move items.
Allows you to query inventory and item data quickly and then view it at the Query form in the ISRP workstation application.
Area in the warehouse where goods are received.
Inbound orders. When you receive an order, inventory is added to the system.
ISRP reports provide comprehensive information about inventory movement and management at your warehouse(s). ISRP contains Inventory, Picking, and Receiving Reports.
A bar code setting in the ISRP Bar Code Labels form.
This label setting provides for an incremental increase for a specific quantity of labels based upon an initial value.
The data behind these labels is not tied to any ISRP record information, but is strictly based upon the initial value and its incremental increase.
A feature in ISRP. When activated, you may enter one serial number per item. When used, this feature enables the tracking of inventory using serial numbers.
Date a picking order transaction occurred.
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Ship To ID
Shipped Quantity
Shipping
Shipping Method
Site
Site Locations
SQL Server/SQL Express
Staging Area
Symbology
Tote
Unit of Measure
User (also User ID)
Vendor
Warehouse
Work Machine
Workstation Application
Glossary
The system identifier for the Customer shipping information.
The prior pick or newly picked quantity in a picking order.
The transporting of goods. It is considered the final step in the picking process.
The shipping delivery method for delivering goods (i.e., next day air, ground, etc.)
A warehouse or storage facility.
Locations reside within a “Site” and are added to a site at the Locations form. When you create locations for a site, the warehouse space is divided into specific areas.
An application that runs the ISRP database. It may be used in conjunction with ISRP (instead of MSDE). If you use SQL Server with ISRP you do not need to run a full installation or a SQL Server installation.
Area in the warehouse from which goods are shipped.
The language used to record information in bar code form.
A portable bin location used for filling orders.
Units of Measure define a base unit (each) of measurement, and then higher increments of the base unit such as carton, bundle, and case for the items in stock. You are able to list your defined units of measure at the Units of
Measure Lookup table. Listing them here makes them available as UOM selections in various forms in Intelli-
Track ISRP.
A person who is authorized to use the system. By creating users, you are able to set login and password security, as well as track application usage.
One who supplies or sells goods.
A building where goods and merchandise are stored.
Refers to the desktop computer. Also referred to as the
PC (personal computer).
The ISRP application that is installed and used on the desktop computer. You are able to enter Site, item, and inventory information, receive goods into the system, transfer goods out of the system through the picking process, generate inventory, picking, and receiving reports, as well as setup and enable system features and options.
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Index
Index
A
Adding
Application
logging into 11 logging out of 11
Auto Delete Inventory
B
Backup
Bar Code
Bar Code Label
editing an existing format 232
printer
C
associated with picking order 149, 153
Category
Change
Close
Compacting
Components
Connection, changing
Conventions
date (in ISRP workstation application) xxvii
Custom
Custom Report
associated with picking order 148
contact information 103 shipping information 103
Customer Data
Customer Shipping Information
D
Dashboard
Data warehouse data preparation
Database backup
via SQL Server Management Studio 277
backup and restore 276 backup recommendation 276
connection to
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via SQL Server Management Studio 197, 269
restore
via SQL Server Management Studio 285
Date
Deleting
Drivers
E
Editing
Error Log
Exiting
Expiration Date
Export Map
for UPS WorldShip-ISRP Integration 72
Export Options
Exporting
F
Features
Fields in ISRP Forms, user defined 47
Files
Filter Settings
Formatting
Formatting Conventions
in manual xxvi notes and warnings xxvi
G
Generating
H
History
log history option 208 logging 208
logging history option 32 logging system totals 32
Host
I
Import Map
for UPS WorldShip-ISRP Integration 64
host picking interface 166, 171 host receiving interface 166, 172
inventory export interface 166 inventory import interface 166 item export interface 166
item import interface 167 location export interface 167 location import interface 167
364
Importing
IntelliTrack ISRP
architecture, first tier 4 architecture, second tier 4
Interface
import-export
location import 167, 181 picking export 167, 183
adding an item to a location 115
criteria 114 data retrieval 114
exporting data 174 importing data 174, 175
Inventory Data Form
Inventory Export Interface 166
Inventory Import Interface 166
Index
adding to the system 88 changing item information 88
Item Data
entering a new item by duplicating item data 97
establishing unit of measure 96
Item Data Form
Item Data form
item master tab 88 reorder quantities tab 88 units of measure tab 88 user defined tab 88, 94
Item Number
Item-Export Utility
K
Keys
Keystrokes
Kit
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Label printer
Language
titles
quantity 123 unit of measure conversion 123
License
Line Number
for receiving order information 135
using with IntelliTrack ISRP 36
Local Tables
Location
adding item to (for inventory) 115
establishing a primary location for an item 96
site location for receiving order item 135
Lock Period
Login
Logout
Lookup Data
Lookups
366
Lots
M
Maintenance
Material
Mouse
Move
N
O
On Hand Quantity 112, 116, 157
Operator
Options
Order
receiving
Order Date
Order Number
Order Status
toggle button
P
Paperless
Password
Permissions
for backup/restore utilities 295
Picking
host
Picking Data
Picking Order
add new quantity 156 adding item 156
Pictures
Preview
Printer Drivers
Purge
Put-away
Q
Quantity
editing item quantity in a location 116
ordered 135 prior received 135
setting maximum item quantity 95 setting minimum item quantity 95 setting reorder item quantity 95
Queries
by item number 218 by location 218
categories 220 kit masters 220
Query
R
Receiving
add item 142 add new quantity 142
Index
367
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual host
item
newly received quantity 141, 142
order date 134 order number 134, 140 order status 134
quantity
reviewing orders 141, 142, 143
Receiving Data
Receiving Export Interface 167
Receiving Import Interface 167
Receiving Orders
Recommendations
Reports
Retrieving
368
Review
S
Security
user
Select
Server
Service
Shipping
button 82 form 82 information displayed in ISRP 82
associated with shipping order 149
Site
associated with picking order 154, 156
Software
Source Code
logon information 264 password requirements 264
SQL Server Management Studio
Storage
area 7 defining material movement 7
defining warehouse storage locations 5
auto delete locations with zero inventory 117
auto delete when zero inventory 33
form
log history totals 32 logging history option 32
order preferences
sort order consideration 35 picking order preferences 35 receiving order preferences 35
setting picking and receiving order preferences 35
T
Template for importing data
Three-tier Architecture
U
UPS WorldShip
integration feature with ISRP 31, 62
UPS WorldShip-ISRP Integration
exporting shipping information to ISRP 80
viewing shipping information in ISRP 82
User
User defined fields 94 enabling 94 naming 94
Using
Utility backup database
import-export
inventory data 174 inventory export 174, 175
V
associated with receiving order 134
Vendor Data
Viewing
error log 164 exported text files 164 imported text files 164
W
Warehouse
operating environment 5 preparing data 5
Workstation
application 4 batch files 4 batch portable utility 4
Index
369
I
NTELLI
T
RACK
ISRP
V
8.1
User Manual
370
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Key features
Inventory Management
Receiving Management
Picking Management
Warehouse Data Initialization
Security Features
History Tracking
Database Integration
Reporting Capabilities
Import/Export Utility
System Maintenance
Frequently asked questions
IntelliTrack ISRP is a software application designed for managing inventory, shipping, receiving, and picking in your warehouse. It helps streamline your warehouse operations by providing you with a centralized platform to manage all your warehouse activities.
You can log into the application by providing your username and password when prompted. The username and password should be provided by your system administrator.
Some of the key features of IntelliTrack ISRP include inventory management, receiving management, picking management, warehouse data initialization, security features, history tracking, database integration, reporting capabilities, import/export utility, and system maintenance.
You can purge data by accessing the Purge form, selecting the desired data type, and then clicking the Purge button.
You can manage your customer information by accessing the Customers form, where you can add, edit, and delete customer records.
