C&A MM Inventory Relieve & Post to Job Cost Installation and Setup Instructions with Process Flow

Transcription

1 TH STREET SALEM, OREGON C&A MM Inventory Relieve & Post to Job Cost Installation and Setup Instructions with Process Flow The general purpose of this program is to relieve parts from inventory and then post them to a job and phase. 1. Installation: a. Prerequisites: i. Microsoft.Net2 Framework will need to be loaded on the computer where this program will run and the server if this product includes a server service. You can download this from: eacb b0d-8edd-aab15c5e04f5&displaylang=en ii. The BusinessWorks Client will need to be installed on this computer (That is so our program can find the data path for BusinessWorks data tables. We use the ODBC driver for BusinessWorks to determine the data path.) BusinessWorks does not need to open or running for this program to work. b. Insert the CD and it should auto-run. If it does not auto-run or you have received this program via or FTP then: i. Put the Setup.EXE and or Setup.MSI in any working folder you desire. ii. Double click on the Setup.exe (or Setup.msi file if no setup.exe as included.) and it will start a standard Microsoft installation wizard. c. Follow the instructions and chose a pathway for installation that fits your particular needs. d. After installation you will find a new program group in Programs called Crocker and Associates and the program being installed is CA MM Inventory Relieve Post to Job. 2. Setup: a. When you first open the application you will need to register the program. b. The registration key will be attached to the CD cover or sent via . Phone: (503) FAX: (503)

2 Page 2 of 9 i. Go to Help\Register ii. Enter the name of your company exactly as it is described in the registration information that provides the registration key, even if it is spelled incorrectly. The registration key validation process is based on the company name. Please complete the address information as a will be sent a verification upon registration. iii. Both the company name and the registration key are case sensitive. iv. Enter the registration key. v. Push the [Register] button. You will receive one of the below messages. 1. You have successfully entered a valid registration code. 2. Call Phil Crocker at Crocker & Associates. vi. If you get the second message the product is not registered and will not work. Please do the following before you call for assistance. 1. Check the spelling of the company name in relationship to what was sent with the registration key. 2. Check the registration key to make sure it matches the key you were given. 3. Make sure that they not only match number and letter wise but also case wise. 4. If all of the above match call for assistance: Phil Crocker (503) c. Go to File\Settings i. Here you will find a popup asking for you to enter a password. The objective of the password is to protect the BusinessWorks Manager password from general view. Enter and confirm a password.

3 Page 3 of 9 ii. Please record this password for future. iii. Next enter the name of the BusinessWorks company that you will be posting the data to. iv. Next enter the BusinessWorks user name: MANAGER (This must be in upper case.) v. Next enter the BusinessWorks user Manager s Password: ####### (This password must be in upper case.) vi. Output Folder: We suggest you leave this path the way it is. If you must change it please the below: 1. The path can not contain any spaces. 2. The path can not be a UNC path but must be a drive path. 3. The path length should not exceed 30 characters. 3. Hardware Requirements a. Modern system software such as the.net2 Framework require far more RAM than previous software systems. We recommend that all workstations running both BusinessWorks and any C&A software have a minimum of 2 GB of RAM installed (if VISTA then 4 GB RAM). When it comes to RAM more is better.

4 Page 4 of 9 b. The speed of the processor is not nearly as important as the amount of RAM available to the software and system. 4. Tech Support a. Phone support is available at no cost to all users who are current with their annual support fee. b. Call (503) between the hours of 9:00 AM & 5:00 PM Pacific Time Monday through Friday. If we do not answer the phone please leave a voice mail so we can retune your call as soon as possible. c. You can also get direct support by sending an to phil@crockerandassociates.com

5 Page 5 of 9 5. Creating Job Sheets for BusinessWorks Jobs. a. Open the Custom Report that you use to create Job Sheets. b. Edit the filter to print either print one job sheet, a range of job sheets or a job sheet for all jobs.

6 Page 6 of 9 6. Collecting the data for import using the HT-630 scanner: a. Create a Job Sheet for each open job. b. Have the employees pull the piggyback label and apply it to the proper job/phase sheet as they withdraw product from the warehouse. c. Collect the job sheets daily or weekly as required and replace with blank ones. 7. Sample Import File: BW Company:SAMPLE Job ID:XYZ Phase:1 Part:1001 Part:1002 Part:1003 Part:1004 Job ID:FREDJONES Phase:TEST Part:1001 Part:1002 Part:1003 Part:1004 Job ID:SETUPONCE Phase:TRYOUT Part:1001 Part:1002 Part:1003 Part:1004 Job ID:ANYTEXT Phase:TRYNOW Part:1001

7 Page 7 of 9 Part:1002 Part:1003 Part: Preparing to import a file: a. Enter the path of the file you have saved from the HT-630 scanner. b. Push the [Import File] button. c. If you receive an error popup look in the history files (See paragraph 2.c.vi). d. Error Codes: i Invalid or unknown part number for I/C transaction ii Invalid quantity (e.g., negative issues) specified for I/C transaction iii Zero quantity specified for I/C transaction iv Invalid cost or price amount specified for I/C transaction v Invalid date specified for I/C transaction vi Invalid or unknown job ID specified for job cost phase or detail vii Invalid or unknown phase ID specified for job cost detail viii Invalid date specified for job cost job, phase or detail ix Invalid price specified job cost job or detail x Invalid cost specified for job cost job or detail xi Invalid overhead method specified for job cost phase xii Invalid overhead % or amount specified for job cost phase xiii Invalid job code ID specified for job cost detail xiv Invalid quantity specified for job cost detail xv Invalid priority specified for job cost detail xvi Cannot import job cost information job or phase is currently in progress xvii Cannot import job cost phase detail into non-detail phase xviii Job not found xix Job is bid or has no phases xx Job is closed xxi Invalid or missing date xxii Job has no price xxiii Job total exceeds $99,999, xxiv Amount must be greater than $0.00 xxv Number must be between 1 and xxvi Charge amount required for non-detail phase xxvii Cannot enter charges against cancelled job code xxviii Job code not on file for phase xxix Quantity must be less than or equal to 9,999,999 xxx Zero quantity is not allowed xxxi Charge exceeds actual cost of the phase xxxii Exceeds actual quantity charged to date for job code xxxiii Exceeds actual amount charged to date for job code xxxiv Zero amount is not allowed xxxv Job code ID missing xxxvi No detail on phase xxxvii Cancelled phase xxxviii Phase not found on job xxxix Total cost exceeds 999, xl Phase exceeds maximum cost or price of $9,999, xli Job exceeds maximum cost or price of $99,999,999.99

8 Page 8 of 9 xlii Job code s actual cost exceeds maximum $999, xliii Job code s actual quantity exceeds 9,999, xliv Value is not a valid number xlv Value is not a valid integer xlvi Invalid amount xlvii Invalid check number xlviii Job is suspended xlix Amount required l Amount must be greater than or equal to $0.00 li Invalid retain age withheld lii Credit not allowed, billing balance of $0.00 liii Amount must be less than or equal to total billed liv Exceeds two digits to the right of the decimal lv Exceeds two decimal digits or 999, lvi Exceeds three decimal digits or 99, lvii Exceeds four decimal digits or lviii Exceeds two decimal digits or 99,999, lix Exceeds two decimal digits or 9,999, lx Total does not equal quantity times unit cost lxi Job record locked by another user 9. Testing: a. Make a copy of your BusinessWorks company and name it something other than you current company name. b. Use this test company until you are confident this program will accomplish your expectations. c. Verify the results by: i. Running the IC Report\Transaction Registers\Issues and look for the parts that should have been issued. ii. Go to the job and make sure the charges have been properly posted. 10. Going Live: a. Make sure you have re-set the parameters correctly in the settings screen. b. Test a small import just to make sure you settings are correct. 11. Setting up a Job and importing charges: a. Create a new job by copying a Template Job. i. b. Pint a new label sheet from BusinessWorks. c. When the label sheet is full (or when ever) you will scan the Customer ID, the Job ID and the Phase ID then all the label barcodes. d. You can do this for as many label sheets as you desire. e. Put the scanner in the cradle, download the file and run the CA MM Inventory Relieve Post to Job software. f. Point the software to the new import file. g. Push the [Import] button. The software will now issue the software in the IC module and add the charges to the Jobs/Phases that you scanned. If you questions or problems please contact:

9 Page 9 of 9 Phil Crocker Crocker & Associates, Inc