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| Table of Contents |
|---|
Login
Licencing the device
Either
- Enter Licence Key to license the device and press LICENSE DEVICE
...
Press DEVICE to see how this device will be identified by the licencing system.
Terms
Click I Accept and Continue
 |
Server URL
Enter the Server URL and click CONTINUE.
 |
Login
Enter your User Name and Password and click LOG IN.
 |
Login to system using self-signed certificate
In case customer is using “self-signed” certificate with the EPICOR application the following steps need to be completed so that certificate errors do not prevent successful logging to EMW application.
...
EPICOR REST API Help Page opens
Azure AD Authentication
Before using Azure AD authentication in EMW versions 3.3.3 and higher, the following Redirect URI https://emwkineticapp/
...
When connecting to EPICOR server configured for Azure AD Authentication Microsoft logon pages are presented instead of regular login screen shown above.
(Additionally SaaS customers need to enter their Epicor Tenant ID. This dialog does not display for on-premise customers )
|
|
|
|
Epicor Identity Provider (IdP) Authentication
Before using IdP authentication in EMWW versions 3.34.0 and higher, the following Replay URI https://emww-biscit.com
...
When connecting to EPICOR server configured for IdP Authentication EPICOR IdP logon pages are presented instead of regular login screen shown above.
 |
|
|
Select employee
Select the Company/Site/Employee ID and click LOGIN. Click the question mark for further help.
 |
|
Home View/How To
This section provides some brief descriptions of how the EMW works and the icons you may see throughout the application. The Settings section for each Process Group contains values that affect the way the application works. In some cases the Mobile devices own settings can be set to optimise the user experience, eg open an input field automatically.
The main title bar appears at the top of most screens and displays the title. It contains "Hamburger" icons that display the Main Menu and Help/System Info. It also includes the User/Employee currently logged in and their Favourite screens/processes.
|  |
Icons
| Icon | Name | Purpose | Example |
|---|---|---|---|
| Hamburger | Top Left: Menu List Top Right:
|
|
| User | Employee Config: Display/change the current Company/Site/Employee Licencing: Shows company the device is licenced to. Press button to Refresh Token, Remove Licence, view Device identity used to licenc the device. Language: Change the current selected language Log Out: Exits the application and takes the user back to the Login screen |
|
| Information | Provides a list of key fields and values for a specific object |
|
| Date Selector | Entry fields with this icon allow the user to select a date from a Calendar viewer. |
|
| Selected | Indicates the a record has been selected/pre-selected for processing. |  |
| Camera/Scan | Secondary screens require the user to click the Camera button to initiate scanning. |
|
| Secondary Actions Menu | This symbol indicates additional actions might be available depending on the transaction selected. |
|
| List/Search List | Clicking this symbol opens a search screen for the particular field. Users will then be able to filter the result list before making a selection. Text box fields with this symbol can be populated via scan, manual entry or searching and selecting a value. | |
| Filter | User has the ability to enter additional search criteria to restrict the number of results returned in the list |
|
| Next | Next arrows indicate that further information/details can be displayed/entered. Records are separated by a line. | |
| Scan Required | System setting has been set to force the user to scan for validation. In this case a scan is required to validate the Part Number |
|
| Buttons | The following refers to the standard Epicor colour scheme. Orange: Primary buttons following the logical process flow will appear as yellow. Dark Grey: These are referred to as secondary buttons and may provide additional information/functionality when selected. Light Grey: These buttons are currently disable and may become enabled after certain steps are completed or the record meets certain criteria. Example - The Serial button would be enabled for serial tracked Parts. Red: Delete/Remove/Exit selected items Green: Select values for processing |
Favourites
Screens/processes marked as favourites appear on the employees Home screen for quicker/easier access.
...
- On the main menu list expand Favourites and select Setup
- Click on the star for any menu item you'd like add/remove from your favourites list
- Click on the Re-Order tab change the display order
- Click SAVE to finalise or CLEAR ALL to start afresh
 |
|
 |
|
Trackers
Tracker screens are data lists which the user can drill down on to expand record information. Each tracker has an Entry tab containing its own set of Filter criteria which the user can Enter/Search or Scan to populate. Screen shots in the following section provide samples of some, but not all data/information available to the user. Users are encouraged to investigate what data is provided by the Trackers knowing that all data is read only.
Bin Tracker
The Bin Tracker tracks parts in a warehouse and bin.
- Enter or search for a warehouse.
- Enter or search for a bin that belongs to that warehouse.
- If both warehouse and bin are valid, it will take you to the details page, which will show you all the parts that are in that bin.
- Click on any part in the bin to see a more detailed view of it.
|
|
|
Lot Tracker
The Lot Tracker tracks parts in a lot.
- Enter or search for a part.
- In systems with AdvancedUnitOfMeasure (AOUM) license, enter or search Attribute Set for attribute tracked part
- Enter or search for a lot of that part.
- If both part and lot are valid, it will take you to the details page, which will show you a list of the locations of all the parts that are in that lot.
- In case of attribute tracked part valid part, attribute and lot are required
 |
|
|
|
Part Tracker
The Part Tracker tracks parts in a warehouse.
...
for each contained Attribute Set are displayed before detailed part view is displayed when cliked on any item in that list.
 |
|  |
Serial Tracker
The Serial Tracker tracks serialized parts.
- Enter or search for a valid serial number.
- If the serial number belongs to a part, it will take you to the details page, which will show you the details for all the parts that the serial number is attached to.
 |
|
|
Transaction Log
The Transaction Log can be used to review part and quantity transaction activity.
- Enter the time period that you could like to see activities for. You can either select a date range, or simply enter the last number of days that you could like to see.
- Once you click search, it will bring up a list of every transaction during that time period.
- Click on any transaction to see more details for it. The detailed view can be toggled between key data and all data.
 |  |
|
|
Order Tracker
The Order Tracker tracks sales orders in the system.
- Enter or search for a sales order number.
- If the sales order exists, it will take you to the details page, which will a list of all the lines in that order.
- Click on any line in the order to see more details about it.
 |  |
|
Receipt Tracker
The Receipt Tracker tracks receipts that are in the system.
- Enter or search for a supplier/vendor ID.
- Enter or search for a packslip number that belongs to that supplier.
- If both supplier ID and packslip number are valid, it will take you to the details page, which will contain a list of the lines in that pack.
- Click on any line to see a more detailed view of it.
 |
|
|
PCID Tracker
This program is available only if you have an AMM license
...
- You can enter or scan the PCID number, or access Package Control ID Search to search for and select a PCID number. After you do this, associated information displays. This includes the PCID control type, label type, status,packing slip number, return dock and other fields that indicate if mixed child PCIDs are allowed, if the PCID container is returnable or expendable, and if an Advanced Shipping Notice has been sent.
- You can view a PCID and its associated information for all types of PCID that include standard inventory PCIDs, staged PCIDs, and history PCIDs.
- To use this function, you must first select the Enable Package Control check box for the current site in the Site Configuration Control > Modules > AMM > Package Control sheet
 |  |
Job Tracker
Use the Job Tracker to view all information regarding a job and to track all job-related material such as:
...
- Has an operation been started?
- Has an operation been completed?
- Who worked on an operation?
- How many units have been produced?
 |
|
|
Labor
Clock In
Use the Clock In screen to clock in an employee for their shift. When a shop employee arrives for the day, he or she must log in (or clock in) to the handheld device to report his or her arrival for that day.
...
- Search/Enter a Shift.
- Click CLOCK IN
- Click VIEW WORK QUEUE
 |  |
Start Indirect
(Requires the 'Job Management' module)
...
- Enter or search for a resource group ID.
- Enter or search for an indirect code that belongs to that resource group.
- Click START INDIRECT to start it and add it to the work queue.
- View the Work Queue or continue adding Activities.
- Select the Indirect Activity
- The end activity screen allows the user to set the activity complete once the job has been finalised. Entering the full qty will automatically set the Complete flag.
|  |
|
|
Start Production
(Requires the 'Job Management' module)
...
- Enter the job number, assembly sequence and operation sequence.
- If the number and sequences are valid, it will automatically load the job details. You can override the Resource group and/or Resource.
- Click START PRODUCTION to start the production and add it to the work queue. Or you can add more production operations to the work queue.
- Once in the work queue you can select the operation to complete by selecting within the rectangular border of the operation and clicking END ACTIVITY option button.
- The end activity screen then allows the user to enter the qty and other relevant information such as PCID, Lot Number and Serial Numbers and save. Entering the full qty will automatically set the Complete flag.
- Select Request Move check box to create MFG-xxx transaction type Material Queue record .
- REPORT QUANTITY option opens Report Quantity entry form where partial completed quantities can be entered against ongoing production activity.
 |  |
|
|
|
|
405px
Start Setup
(Requires the 'Job Management' module)
...
- Enter the job number, assembly sequence and operation sequence.
- If the number and sequences are valid, it will automatically load the job details. You can override the Resource group and/or Resource.
- Click START SETUP to start the setup and add it to the work queue. Or you can add more setup operations to the work queue.
 |  |
Start Rework
(Requires the 'Job Management' module)
...
- Enter the job number, assembly sequence and operation sequence.
- If the number and sequences are valid, it will automatically load the job details.
- Click START REWORK to start the rework and add it to the work queue.
 |  |
Work Queue
(Requires the 'Job Management' module)
...
- Click START ACTIVITY and then select an Activity Type or
- Select a task (add filter criteria if required)
- Select action END ACTIVITY or REPORT QUANTITY
- Enter details
- Click END ACTIVITY or REPORT QUANTITY
 |  |
|  |
|
|
Material Queues (Mtl Queues)
The material queue is the process by which warehouse employees reserve a material queue item. This locks the transaction to their user id and cannot be accessed or viewed by other employees. This allows users to process items in their queue, select additional items from the available queue or return items to the available queue.
...
Access via the Mtl Queues > Mtl Q item and List menu items.
Process by ID
Process by ID is used when there is no requirement to apportion the work across multiple employees. Using the Material queue ID to ‘Process Material Queue’
...
Different Process Types will have different Action Items available
 |  |
|
| Secondary Actions Menu |
|---|
|
Material Queue
This page is used select and lock material queue items to the currently user. Material queue items are generated in response to movements, purchases and sales. They dictate the flow of materials around the warehouse.
...
- Mtl Queue Editor: See Settings section on Material Queue Editor
- Select Mtl Query: Change the query/results list
|  |
| Secondary Actions Menu |
|---|
|
My Material Queue
This page is used to process items locked by the current user. My Material Queue is a step of movements that you are committed to undertake. They could be self-selected using the material queue or assigned to them by a manager through the Epicor material queue manager.
...
- Different Process Types will have different Action Items available. Example; STK-SHP - Generate PCID
|  |
|
| Secondary Actions Menu | |
|---|---|
|
|
Outbound Orders
Outbound Orders allows the user to view and select all material queue records that are associated with a sales order number.
...
- First select an order
- The material queue items associated to that order are loaded and displayed in a list.
- Users can then click specific items or select all.
- Individual lines can be inspected for more detail by swiping left/right on an item.
- Click VIEW to quickly navigate to view the lines selected in My Outbound Orders.
 | |
|
My Outbound Orders
My Outbound Orders allows the user to process material queue records that are associated with sales order number.
...
- Different Process Types will have different Action Items available. Example; STK-SHP - Generate PCID
 |  |
 |
|
| Secondary Actions Menu |
|---|
|
Auto Select Transaction
Select the next transaction that needs to be completed in the warehouse for the logged in user.
Processing Steps:
Select a task to process by selecting within the lines.
A selected line will take you to the Process tab for completion
- Click SAVE
...
- Different Process Types will have different Action Items available. Example; STK-SHP - Generate PCID
|
|
|
| Secondary Actions Menu |
|---|
|
Custom Material Queues (Custom Mtl Queues)
Default Query
The custom Material queries list the custom view created in the Settings > Mtl Query setup. A Default Query provides unfiltered view of all Material Queue records with definable sort order.
 |  |
Shipping
Confirm Customer Ship
Use Confirm Customer Shipment to confirm shipments that have not been confirmed. It allows the user to update a Pack with the Tracking number and ship the pack.
...
- Search/enter a Pack Number.
- Enter the Tracking number if available
- Click UPDATE and CONFIRM TO COMPLETE the shipment
 |  |
 |
Confirm Subcontract Shipment
Confirm subcontractor shipments. You create subcontractor shipments in Subcontract Shipment Entry.
...
- Search/enter a Subcon Pack Number
- Click VIEW SUBCON to view details in the Subcon Hub tab
- The user can drill-down on the Subcontractor Shipment Lines to view details
- Click SAVE to complete shipment
 |
|
|
|
Customer Shipment
Use Customer Shipment Entry to process customer shipments.
...
| Secondary Actions Sub Menu | |
|---|---|
|
|
Customer Mass Ship
Process all shipments for a specified order. It allows the user to choose the bin location for removal of inventory for each line and ship an order. No picking function required.
...
- Search/enter an order for shipping
- Click SHIP ORDER to process the shipment
- The user can view additional information on the Summary or Line tabs with the user has the option to accept the default locations to ship from or access each line and change the bin location and/or the quantity to ship.
- Click SHIP to complete the shipment.
 |
|
|
|
Transfer Order Ship
Use Transfer Order Shipment to enter the shipment of an inter-site transfer. This program is valuable when you want to satisfy inter-site demand and confirming the bin locations containing stock on hand.
...
- Search/Enter a Pack Number or click GENERATE NEW PACK.
- The user can click SHIP to ship the TFO accepting the default bin locations or enter each line and change the location and quantity.
 |  |
|
|
|
Master Pack
Use Master Pack Shipment to combine separate pack IDs (master packs) into one master pack group to ship as one shipment. You can select the shipment type for the master pack, but the pack is then restricted to only shipments of that type. An example of a master pack would be a container loaded with several orders.
...
- Search/Enter an existing Master Pack ID or click GENERATE NEW.
- Enter the tracking data and known stage name.
- Click on the Add Packs tab to search/enter Pack Numbers by Shipment type. Repeat if required.
- Click SAVE when complete shipment is complete.
 |  |
|
|
Mass Transfer Order Ship
Processing Steps:
- Enter pack information and make the shipment for transfer orders.
- View the outstanding lines and can ship the TFO accepting the default bin locations or enter each line and change the location and quantity.
- Click SHIP to complete the Shipments.
 |
|
|
Picked Orders
Ship orders that have been picked. Picked Orders displays all orders set to Picked in Fulfilment Workbench
...
- Cust Num by Ship To Num - Allows the user to filter and return a list of Customer Ship To's for Picked Orders.
 |  |
|
| Secondary Actions Menu | |
|---|---|
|
|
Pick List
Picked list gives a readout of a sales order lines and the locations they can be found (read-only). This is a digital copy of the printed pick list. Users simply search and select which orders they wish to pick. The handheld then displays each selected line/release on the order into a single list. Below each line and release is a list of warehouse and bins with quantity on hand.
...
- Search/enter an Order Number.
- The user can access each line to determine where stock can be picked from.
 |  |
|
Receiving
Container Arrival
Container Arrival is the process to confirm the arrival of a container to the site. The user indicates which shipment has arrived and the user flags that the shipment has arrived, which changes the status of the shipment from ‘Shipped’ to ‘Arrived’.
...
- Search/enter a Container ID.
- Click VIEW CONTAINER to open the container details.
- Click ARRIVED to change the status.
 |  |
Container Receipt
Handle the mass receipt of all container lines or individual lines from a given Container Shipment ID.
...
- Search/enter a Container ID
- Click VIEW CONTAINER to see container information.
- Click RECEIVE to continue receipt process in the Receipt tab.
- Click RECEIVE ALL if appropriate.
- Open each line and receive each line individually. The Part qty can be updated.
- Click SAVE
 |  |
|  |
Inter-company PO Receipt
Receive an inter company purchase orders for a specified supplier. These are purchase orders generated from PO suggestions using the Generate Purchase Orders selection on the Actions menu in New PO Suggestions.
...
- Search/Enter Supplier ID, including Purchase Point and click VIEW PURCHASE ORDERS.
- The shipped inter-company POs will display and can be accessed.
- Access each line to confirm amend bin location or accept defaults and receive all.
- The Warehouse and bin location can be changed at the line level.
- Click RECEIVE ALL to process Receipt.
 |  |
|
|
|
Mass PO Receipt
The mass receipt functionality allows you to receive multiple lines on a purchase order at one time. The purchase order created for shop supplies has many lines. The Mass Receipt option allows the receipt of all the lines at one time and assumes the lines are received complete. If some of the lines are not received complete, the listing allows changes to the quantity.
...
- PO Num by Part - Displays Purchase Order numbers sorted by Part and includes a Filter by Part and ability to Scan a barcode after clicking the Camera button.
|
|
|
|
| Secondary Actions Menu |
|---|
|
PO Receipt
Use PO Receipt to receive a shipment from a purchase order.
...
- Generate PCID - Creates a new PCID and populates the PCID field.
- Attach File - Allows to attached locally stored file to the Receipt Header
- Picture - Allows to take a picture on the device and directly attach it to the Receipt Header
- Signature - Allows to capture a signature and attaches it directly to the Receipt Head
|
|
|
|
| Secondary Actions Menu | ||
|---|---|---|
|
|
|
Job Receipt To Inventory
Use Job Receipt to Inventory to enter the receipt of manufactured parts into inventory
...
- Search/enter a Job Number.
- Click VIEW ASM (Assembly).
- Select an Assembly to view the details in the Data Entry tab.
- Complete the details and click SAVE.
|  |
|
|
Job Receipt To Job
Use Job Receipt to Job to enter the receipt of manufactured parts to another job
...
- Search/enter a Job Number.
- Click VIEW ASM (Assembly) to view details.
- Select a record to enter the destination Job details in the Data Entry tab.
- Click SAVE to finalise.
|  |
|
|
Job Receipt To Salvage
Report receipt of salvaged materials from a job. Salvaged materials are entered as inventory receipt transactions and reduce the material cost against specific jobs.
...
- Search/Enter a Job Number.
- Click VIEW ASM (Assembly) to view details.
- Select an Assembly record.
- Choose the material that produces the salvage materials.
- Select the salvage material produced in the job and the destination bin for the transaction, including quantity.
- Click SAVE to finalise.
|
|
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|
|
Job Receipt To Inventory by ID
Use Job Receipt to Inventory by ID to enter the receipt of manufactured parts into inventory quickly when a Barcode for the Job and Assembly exists. Use the Job Receipt to Inventory program to receipt finished parts from a job to inventory.
...
- Scan/Enter the Job Number and Assembly.
- Enter details in the Process tab.
- Click SAVE.
 |  |
|
Job Receipt To Job by ID
Use Job Receipt to Job to enter the receipt of manufactured parts to another job quickly when a Barcode for the Job and Assembly exists. Use the Job Receipt to Job program to receipt finished parts from a job to inventory.
...
- Scan/Enter the Job Number and Assembly.
- Enter details in the Process tab.
- Click SAVE.
 |  |
|
Job Receipt To Salvage by ID
Report receipt of salvaged materials from a job. Salvaged materials are entered as inventory receipt transactions and reduce the material cost against specific jobs quickly when a Barcode for the Job, Assembly and Material exists. Use the Job Receipt to Salvage program to move material between jobs.
...
- Scan/Enter the Job Number and Assembly.
- Enter details in the Process tab.
- Click SAVE.
 |  |
|
PCID Receipt to Inventory
Receive stock into Inventory by the PCID.
...
- Scan/Enter the PCID or alternatively the Job Number.
- Enter the To Warehouse and Bin details in the Process tab.
- Click RECEIVE ALL or RECEIVE PCID to complete receipt process.
 |  |
 |
TFO Receipt
Receive transfer orders shipped from another site.
...
- Search/Enter a Pack Number.
- Select a Line record to view the details.
- Click SAVE or DONE to complete Transfer receipt.
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Inventory
Adjust Inventory
This page is used to adjust stock counts within a warehouse bin or within an inventory package. This is usually performed by the warehouse manager/supervisor.
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- Enter or scan a PCID code.
- A modal will open and users are required to select which item within the package to adjust.
- Information about the location cannot be modified as it is within a package, provide a reason the adjustment is occurring.
- Scanning a barcode containing a product code or part number will open the scanner counter.
- Click save to process the adjustment.
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Move Inventory
This page is used to move stock and packages from one location to another.
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Enter or scan a PCID code.
Information about the from location and quantity cannot be modified as the package and all its contents must be moved in its entirety.
Click save to process the movement.
If you wish to move a specific part from the package, use the Package Control / Build Split Merge in the handheld to first remove the item from the package.
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Cycle Count
Add or update the physical count information for count tags or sheets in a selected cycle sequence. If the tag for which a count quantity is being entered was not originally generated as a blank tag, you cannot change the displayed part number, bin, lot, unit of measure, or serial number information. Before you enter count quantities for a tag or sheet, you must:
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- Select a Cycle Count.
- Search/Enter Cycle Count Tag.
- Click GENERATE PART TAGS if required.
- Enter the required number of Part Tags.
- Click CANCEL/OK.
- Enter Lot and Quantity details in the Tag Entry tab. Use the WORKSHEET screen for multiple UOMs.
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Cycle Count Extended
Add or update the physical count information for count tags or sheets in a selected cycle sequence. If the tag for which a count quantity is being entered was not originally generated as a blank tag, you cannot change the displayed part number, bin, lot, unit of measure, or serial number information. Before you enter count quantities for a tag or sheet, you must:
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- Select a Cycle Count which displays tags on the Select Tag tab.
- Select the Scan Type to best fit your scanning.
- Search/Enter values in any of the fields and click ALL MATCHES to display available tags.
- Click GENERATE TAG if required.
- Enter Part, Bin, Quantity and UOM Code details in the Tag Entry tab. Use the WORKSHEET screen for multiple UOMs.
- Select/Scan a line to enter Lot and Quantity details in the Tag Entry tab. Use the WORKSHEET screen for multiple UOMs.
- Click SAVE.
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UOM Split/Merge
Use Split Merge UOM to split an inventory quantity expressed in a specific unit of measure (UOM) into one or more alternate units. You can also use this program to merge inventory quantities expressed in several alternate UOMs into a single UOM quantity. It can only be used for parts for which the Track Multiple UOMs check box is selected in Part Maintenance
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- Search/Enter the Part, Warehouse, Bin where the part is located.
- Enter the Qty/UOM and then choose to MERGE or SPLIT.
- In the next screen, choose the number of the new UOM being created.
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Unpick Sales Order
Unpick the sales order that has been submitted for picking using the Fulfilment Workbench. You might do this if an order is cancelled after picking or if material needs to be reallocated to another order. To return picked material to its appropriate warehouse and bin, begin by entering or scanning the order number or PCID.
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- Search/Enter the Order, Line and Release numbers in the Order tab or
- Search/Enter the PCID in the PCID tab.
- Click UNPICK ORDER.
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Unpick Transfer Order
Unpick the transfer order that has been submitted for picking using the Fulfilment Workbench. When you unpick a transfer order, you unpick materials for a specified transfer order line and part number, and then return them to a specified warehouse and bin.
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- Enter the Transfer order and line.
- Confirm the Quantity to Unpick.
- Click UNPICK ORDER.
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Issues and Returns
Issue Assembly
Issue a job assembly from inventory. Assemblies can be issued when the job assembly has specified a pull quantity from stock. Because the demand is for a sub-assembly part, this demand is different than a typical material requirement. Some of the quantity will be manufactured through a job, while the rest of the quantity will be pulled from stock. This stock quantity may be the result of overproduction on another job.
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- No Action Available for this Transaction Type.
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Issue Material
Issue a job material from inventory. When you issue material to a job, several events occur:
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- No Action Available for this Transaction Type.
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Issue Misc Material
Use Issue Miscellaneous Material to enter a miscellaneous issue of parts from inventory. A transaction history record is created for the part. The transaction type is STK-UKN. For more information on inventory transaction types, refer to the Inventory Transaction Types List within the Inventory Transactions Technical Reference Guide.
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Search/Enter a Part Number.
Enter Quantity details and Reason for material issue in the Process tab.
Click Save.
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Return Assembly
Return an assembly from a job to inventory.
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- No Action Available for this Transaction Type.
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Return Material
Return material back to stock. When you return material from a job, several events occur:
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- No Action Available for this Transaction Type.
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Return Misc Material
Use Return Miscellaneous Material when you need to return previously issued miscellaneous parts to inventory
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Search/Enter a Part Number.
Enter the Quantity details and Reason Code for the Misc Material Return, including To Warehouse and Bin.
Click SAVE.
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Issue Assembly by ID
Issue a job assembly from inventory. Assemblies can be issued when the job assembly has specified a pull quantity from stock. Because the demand is for a sub-assembly part, this demand is different than a typical material requirement. Some of the quantity will be manufactured through a job, while the rest of the quantity will be pulled from stock. This stock quantity may be the result of overproduction on another job.
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- No Action Available for this Transaction Type.
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Issue Material by ID
Issue a job material from inventory. When you issue material to a job, several events occur:
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- No Action Available for this Transaction Type.
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Return Assembly by ID
Return an assembly from a job to inventory.
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- No Action Available for this Transaction Type.
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Return Material by ID
Return material back to stock. When you return material from a job, several events occur:
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- No Action Available for this Transaction Type.
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Production
Kanban Receipts
Report production quantities to create a Kanban job and receipt of material. Based on entered information, the Epicor application generates a job, pulls methods, and backflushes all materials and labor to complete a job.
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- Search/Enter a Part Number. Revision Number and Alternative Method can also be selected.
- Enter Quantity details in the Process tab.
- Click SAVE/SUBMIT.
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Package Control
PCID Build/Split/Merge
This program is available only if you have an AMM license
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- Search/Enter a Warehouse and PCID.
- Click GENERATE to create a new PCID.
- Click VIEW LIST to see the PCID Contents List.
- Select one of the existing contents lines to Split the PCID.
- Click ADD PART or MERGE PCID change the details within the existing PCID.
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Proof of Delivery
POD Customer Shipment
POD Customer Shipment allows signatures and pictures to be captured on delivery of shipment and saved as attachments against existing customer shipment record.
In addition picture can be taken and saved locally and attached at a later time with Attach File function. Files will be transferred directly to configured file storage location.
Shipment comments can be added or edited.
- Attaching pictures is only possible with device with inbuilt camera
- Capturing signatures requires a touch sensitive screen
- If you experience crashing when taking picture, please reduce your image quality in the POD settings.
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Secondary Action Menu
- Lines of the shipment can be reviewed using Secondary Action Menu > Shipment Lines option
- Secondary Action Menu > Confirm Customer Ship option opens Confirm Customer Ship form where Tracking and Ship Via information can be edited and Shipment finalized.
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POD Master Pack
POD Master Pack allows signatures and pictures to be captured on delivery of shipment and saved as attachments against existing Master Pack record.
In addition picture can be taken and saved locally and attached at a later time with Attach File function. Files will be transferred directly to configured file storage location.
Shipment comments can be added or edited.
- Attaching pictures is only possible with device with inbuilt camera
- Capturing signatures requires a touch sensitive screen
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Secondary Action Menu
- Master Pack can be confirmed (Epicor's Stage Ship Confirm function) directly from Secondary Action Menu > Confirm Shipment option (available when shipment status is STAGED)
- Secondary Action Menu > Open Master Pack option opens Master Pack form where Tracking, Ship Via and Stage Number information can be edited, shipment Staged or Unstaged and Shipment finalized.
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POD TFO Ship
POD TFO Ship allows signatures and pictures to be captured on delivery of shipment and saved as attachments against existing Master Pack record.
In addition picture can be taken and saved locally and attached at a later time with Attach File function. Files will be transferred directly to configured file storage location.
Shipment comments can be added or edited.
- Attaching pictures is only possible with device with inbuilt camera
- Capturing signatures requires a touch sensitive screen
| .png?version=1&modificationDate=1590727032853&cacheVersion=1&api=v2&width=357) |
POD Stage
POD Stage allows selection of various Shipment Types with common properties such as Ship Date, Stage Number and Shipment Status in a single list to be delivered in one trip.
Route optimizer can be used to order the list of delivery items to follow optimal delivery route.
Proof of delivery in a way of signature and/or picture will be able to be obtained and saved as an attachment for each delivered item. Image file from local storage can also be added as an attachment to the delivered item.
- Filter criteria are defined in the Entry tab. Number of items satisfying the filter condition are shown on the SHOW ITEMS x button. (The button remains disabled and the message "We could not find any items" is displayed when no items matching the filter criteria could be found)
- The list of items satisfying the filter criteria are shown in Pick tab
- Route tab is open after FIND BEST ROUTE button is pressed to optimize the route and shows items in optimal delivery order in respect to configured depot address.
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Secondary Action Menu
- Toggle Items option hides/shows completed (Shipped) items in the list
- Show Map option opens the map showing the optimized delivery route
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Item Processing
Shipment items can be opened by selecting an item from the list in either Pick or Route tab.
Signatures and pictures can be captured on delivery of any shipment type and saved as attachments against selected shipment records in Epicor.
In addition pictures can be taken and saved locally and attached at a later time with Attach File function.
Attachments will be transferred to configured file storage location defined by selected Document Type.
(UPDATE COMMENT, ATTACH FILE, PICTURE and SIGNATURE functions are common to all shipment types)
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Different Secondary Action options will be available depending on the type and status of the shipment being processed.
- Customer Shipment
- Lines of the shipment can be reviewed using Secondary Action Menu > Shipment Lines option
- Secondary Action Menu > Mark as shipped option finalizes shipment and sets status to Shipped.
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- TFO Shipment
- Secondary Action Menu > Mark as shipped option finalizes shipment and sets status to Shipped. (Available for shipments with status OPEN and STAGED)
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- Master Pack
- Secondary Action Menu > Mark as shipped option finalizes shipment and sets status to Shipped. (Option available only for shipments with status STAGED)
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- Subcon Shipment
- Secondary Action Menu > Mark as shipped option finalizes shipment and sets status to Shipped. (Option available only for shipments with status STAGED)
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Settings
The various settings outlined below will change the behavior of the application or the data that is displayed. The text describing a setting will change depending on the settings value selected. The switch to the left side is in the Off/False position (Grey). Changing it to the right side is the On/True position (Green).
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General Settings
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| Setting | Type | Value |
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| General | ||
Input field autofocus | Toggle | On: When an input screen is accessed, the application automatically moves the cursor to the first input field. Off: App will not autofocus. |
| Use Default Warehouse Code | Toggle | On: Defaults the warehouse code in all screens that require a warehouse input. Off: Warehouse code must be entered, scanned or select where required. |
| Warehouse Code | Text Input | Defaults the warehouse code in all screens that require a warehouse input if the setting above is Active |
| Lock User and Employee To 1-to-1 Relationship | Toggle | On: Defaults Employee ID to the one specified in User Account Maintenance for the signed in User in a selected Company. Employee ID entry field is disabled. Off: Any valid Employee ID in a selected Company can be entered |
| Use MES Menu Security | On: Will use MES Menu Security permissions as set up in MES Menu Security maintenance in Epicor Off: Will use employee role permissions NOTE: This setting is only available for Epicor 10.2.700.7 and above with EMWW version 3.29.0 and above | |
| Home View | ||
| Production Worker Interface | Toggle | On: Displays the production activity of the user on the homepage. Off: Production activity is not displayed. |
| Printer | ||
| Auto submit SSRS Printer settings when only one printer is configured | Toggle | On: Print jobs are automatically submitted with, default settings, when only one SSRS printer is configured. CONFIGURE SSRS REPORTS form is not shown to the uses Off: User is presented with CONFIGURE SSRS PRINTER form where printer can be selected, page properties set or report send via e-mail. |
| Cycle Count | ||
| Confirm existing tags when generating new tag in Cycle Count Extended | Toggle | On: User must confirm against returned tags before generating new tag. Off: New tag will immediately generate on click. |
| Allow users to void blank tags | Toggle | On: Users are able to void blank tags Off: Users cannot void blank tags |
Roaming Settings
Roaming Settings allows a Security Manager to configure all the settings for a User/Employee to follow them across multiple devices and are loaded upon login. Options selected in Settings section of the applications are stored for each Company and application version, and personal information such as custom Material Queue queries and Favourites are stored for each Employee per Company and application version.
Only UD tables (User Defined) that contain no data will be available for selection in the dropdown list.
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Material Queue Settings
Allows users to create/edit a filtered/sorted view of data in the Material Queue list. The app adds the created view to the main menu as a child to the Custom Mtl Queries menu Item.. Existing records filters and sort orders are displayed.
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- Click NEW QUERY
- Enter a Query/Filter Name
- Click SAVE
- Select a query to edit
- User can select an existing Filter or Sort Order to edit
- User can click NEW FILTER, NEW SORT or DELETE
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Receipt Settings
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| Setting | Type | Value |
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| PO Receipt | ||
Set quantity to remaining | Toggle | On: Qty equals remaining qty. Off: Qty equals zero. The user will be required to enter or scan the qty received. |
Assign part default location | Toggle | On: The receipt line on opening will automatically default to the parts default warehouse and bin. Off: The receipt line location will be set to the Site default receiving warehouse and bin location. |
Prevent scans changing quantity | Toggle | On: Scans won't change the qty field. Off: Scans will change the qty field. |
Hide existing packslip warning | Toggle | On: When existing packslip is entered, a warning message is hidden from the user and they progress with the transaction. Off: When existing packslip is entered, a warning message is shown to the user. They must confirm they wish to use the existing packslip before progressing. |
Default print PO receipt label | Toggle | On: Print PO receipt label is on by default. Off: Print PO receipt label is off by default. |
Leave Received Lines State to Arrived | Toggle | On: PO Receipt Lines are left as Arrived. Off: PO Receipt Lines are automatically set as received. |
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Pre-fill last-used PCID for Orders | Toggle | On: Active Off: Inactive |
| Container Receipt | ||
Set quantity to remaining | Toggle | On: The Qty field will display the amount outstanding on the receipt line. Off: Qty equals zero. |
Assign part default location | Toggle | On: The receipt line on opening will automatically default to the parts default warehouse and bin. Off: The receipt line location will be set to the Site default receiving warehouse and bin location. |
Prevent scans changing quantity | Toggle | On: Scans won't change the qty field. Off: Scans will change the qty field. |
Default print container receipt label | Toggle | On: Print container receipt label is on by default. Off: Print container receipt label is off by default. |
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
| Inter Company Receipt | ||
Set all lines location to part default location | Toggle | On: The receipt line on opening will automatically default to the parts default warehouse and bin. Off: The receipt line location will be set to the Site default receiving warehouse and bin location. |
| Job Receipt | ||
| Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Scan by assembly sequence | Toggle | On: Scanning by assembly sequence number. Off: Scanning by part number. |
| Scan by material sequence | Toggle | On: Scanning by material sequence number. Off: Scanning by part number. |
PCID Receipt | ||
| Set Default Input Tab to PCID | Toggle | On: Default input tab is by PCID. Off: Default input tab is by Job Number. |
Labor Settings
Use the Labor setting to apply defaults to the labor Activity screen.
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| Setting | Type | Value |
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End Activity | ||
Pre-fill the End Activity Quantity | Toggle | On: End Activity quantity will be pre-filled with the required quantity. Off: End Activity quantity will be set as 0 by default. |
Default-enable the Request Move Flag | Toggle | On: On opening the End activity form the Request Move flag is set to true. Off: On opening the End activity form the Request Move flag is set to false. |
Shipping Settings
Use the Shipping setting to apply defaults to the outbound Shipping operation screens.
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| Setting | Type | Value |
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| PackOut Settings | ||
Over packing control mode | Dropdown List | None: Lets you override the system limit of Stock on Hand without warning you. Warn: Warns you that you are about to take more stock then the system has On hand. Stop: Stops you from selecting a quantity that is greater than the systems Stock on Hand. Requires user to investigate the discrepancy and do a Stock Adjustment. |
Multiscan barcode format | Dropdown List | Various combinations of Barcodes |
Auto Quantity checkbox default value | Toggle | On: Auto Quantity will be checked Off: Auto Quantity will be unchecked |
Auto save transaction when using Auto Quantity | Toggle | On: Transaction will be attempted to be processed when Auto Quantity checkbox is enabled, and the part entered is not lot or serially tracked Off: Transaction will not be automatically processed |
Auto apply ship via code of the order being packed | Toggle | On: Order ship via code will be applied when the shipment has an empty ship via code. Off: Ship via is a required field for the shipment record and will need to be entered before it could be saved. |
| Require part scan validation | Toggle | On: Cannot save without scan Off: Can save without scan |
| Require lot scan validation | Toggle | On: Cannot save without scan Off: Can save without scan |
| Require bin scan validation | Toggle | On: Cannot save without scan Off: Can save without scan |
| Part number search modal fields | Toggle | On: Part number search modal will display the part number, remaining quantity/total quantity, the line, and the rel associated with the part Off: Part number search modal will only display a unique part number field when searching the part number |
| Auto-focus quantity field | Toggle | On: Will auto-focus quantity when part is selected ( The following condition need to be satisfied for the feature to work
(Will work with multi scan that uniquely identifies line and release numbers)) Off: Will not auto-focus quantity when part is selected |
Transfer Order Settings | ||
Set quantity to remaining | Toggle | On: The Qty field will display the amount outstanding on the shipment line. Off: Will display a 0 in the Qty field. The user will be required to enter or scan the qty shipped. |
Picked Order Settings | ||
Part Number Scan Mode | Dropdown List | 1 - Select one line with the matching part number, in the first order that contains it. 2 - Select all lines that have that part number, regardless of which order they are in. 3 - Select all lines for all orders that contain that part number. |
Manual Selection Mode | Toggle | On: Selecting a line manually will select all lines for that order. Off: Selecting a line manually will only select the individual line. |
| Customer Shipment Settings | ||
| Disable Ship button on Customer Shipment screen | Toggle | On: Ship button is disabled Off: Ship button is not disabled |
Proof of Delivery Settings
Use Proof Of Delivery Settings to define parameters for transferring files (pictures, signature images, locally stored files) from the device to the server.
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(See relevant Epicor documentation 102600_AttachmentTypeMaint.pdf and 102600_EnterpriseContentMngmt.pdf)
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| Setting | Type | Value |
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General | ||
Image Quality | Dropdown List | Set the image quality of the file to be saved |
| File Type | Dropdown List | Set the image file type to be created for captured pictures and signatures. Only selected file type file will be able to attached from local storage. |
Signature Document Type | Multi selection | Out of the Epicor defined Document Types sets ones that are to be used when attaching Signatures |
| Picture Document Type | Multi selection | Out of the Epicor defined Document Types sets ones that are to be used when attaching Pictures |
File Document Type | Multi selection | Out of the Epicor defined Document Types sets ones that are to be used when attaching local File |
Depot Address | text box | Trip start address used in route optimization |
Issues and Return Settings
Process issue queue settings apply across all material queue forms.
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| Setting | Type | Value |
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| General | ||
Set quantity to remaining | Toggle | On: The quantity will be automatically displayed with the quantity remaining for picking. The user does not need to modify the quantity before saving. Off: The quantity will be set to 0. This means the user is required to key in or scan the quantity that they are issuing. |
Prevent scans changing quantity | Toggle | On: Scans won't change the qty field. Off: Scans will change the qty field. |
Pre-fill last-used PCID for Orders | Toggle | On: The last used PCID is saved on the device and will be input into the PCID field the next item picked. Off: The user will need to scan or manually set for each pick. |
Prevent overpicking on 'xxx-SHP' type material queue items | Toggle | On: Overpicking is not allowed. Off: Overpicking is allowed. |
Require part or PCID scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Scan by assembly sequence | Toggle | On: Scanning by assembly sequence number. Off: Scanning by part number. |
Scan by material sequence | Toggle | On: Scanning by material sequence number. Off: Scanning by part number. |
Automatically fill form with From PCID information | Toggle | On: Prefilling information using the From PCID. Off: Default |
Material queue employee warehouse group filtering | Toggle | On: Material queue will only display items that are assigned to current employee's warehouse group Off: Inactive |
| Filter To Bin by current product | Toggle | On: To Bin search will initially display only bins containing the current part Off: To Bin search will initially display all bins and not filter by current part |
| Issue Miscellaneous Material | ||
Automatically apply last successful warehouse, bin and reason to next transaction | Toggle | On: Keeps the Warehouse, bin and reason code stored in the field for the next transaction. Off: No fields are held on memory for the next scan. |
| Return Miscellaneous Material | ||
Automatically apply last successful warehouse, bin and reason to next transaction | Toggle | On: Keeps the Warehouse, bin and reason code stored in the field for the next transaction. Off: No fields are held on memory for the next scan. |
Unpick Sales Order | ||
| PCID Default Input | Toggle | On: PCID is the default input. Off: Order Number is the default input. |
Unpick Transfer Order | ||
PCID Default Input | Toggle | On: PCID is the default input. Off: Order Number is the default input. |
Configure Barcodes Settings
The Set Up Barcodes settings allows the user to assign a barcode on a part container directly to a Part UOM barcode in Epicor.
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- Scroll or filter for the part that requires the new barcode
- Scan the barcode or manually enter the barcode for the parts various UOM's
- Click SAVE
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Scanner Settings
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| Setting | Type | Value |
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| General | ||
Camera Barcode Scan Mode | Toggle | On: Clicking the active navigation tab will open the camera barcode scanner. Off: Standard behaviour. |
Scan quantity field as number | Toggle | On: Scan will be treated as a literal value and assign to quantity field. Off: Scan will be treated as a product code and invoke the scan increment module. |
Deactivate all scan increment functionality | Toggle | On: Scan increment functionality is stopped on all pages. Off: Standard behaviour. |
| Serial Entry | ||
Auto-open Entry When Qty Changes | Toggle | On: App will open serial entry. Off: App will not auto open serial entry. |
| Bar Codes | ||
Handle GS1-128 barcodes using industry standard format | Toggle | On: GS1-128 barcodes will process using application identifiers. Off: GS1-128 barcodes will read as raw string. |
Dividing character(s) for multi-ID barcodes | Enter a character used to separate multi-ID barcodes | |
Use Honeywell default internal scanner barcode settings (Honeywell scanners only) | Toggle | On: Active Off: Inactive |
| Template | ||
Select Page for Entering Multi-Value Template | Dropdown List | Currently only used for PO Receipt > Entry. This will be expanded in future versions. |
Template (PO Receipt > Entry) Base variables : poNum packSlip | Textbox | This is a configurable value for Fixed or Dynamic barcode templates. Example: fixed:${poNum}~${IGNORE}~${packSlip} dynamic:#01${poNum}#,#02${packSlip}# See APPENDIX B for detail on how templates are created and interpreted |
Extended Template (PO Receipt > Entry) Additional variables: partNum lineNum relNum qty lotNum uom | When additional variables are included in the template application will use their values, after PO Number and Pack Slip identify all lines to be received on the PO, to :
As per standard template both fixed or dynamic template paterns can be used. | |
Scan Validation Settings
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| Setting | Type | Value |
|---|---|---|
| PO Receipt | ||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
| Container Receipt | ||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
| Job Receipt | ||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
| Process Issue or Return | ||
Require part or PCID scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Inventory
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| Setting | Type | Value |
|---|---|---|
| Move Inventory | ||
| To Lot Number | Toggle | On: The To Lot field will be automatically prefilled with the From Lot value and next lot button is disabled. Off: The To Lot field can be edited and the next lot button is enabled. |
APENDIX A
Configuring EMW Print functionality for Cloud EPICOR clients
Create new or use existing EPICOR user/s with access to Companies and Sites for which the printing function is to be set up. Unless sites are at the same physical location there should be a different user set up for each Site in each Company for which EMW print functionality is to be available.
In EPICOR Printer Maintenance define printers for individual Sites for each Company
EMW will list all available printers so it is advisable that Site specific printer/s is prefixed with Site code followed by “~” in the Description.
In EMW, Settings > General Settings, cloud customers will be able to specify EPICOR user name(set up in point 1) for currently logged in Site.
To successfully print from EMW connected to cloud EPICOR server, an EPICOR session has to be established by logging in to the EPICOR client at the site to which EMW is logged in, with the username configured in point 4. Also both EMW and the EPICOR client has to be logged in to the same company.
APENDIX B
Barcode Templates
Introduction
Barcode Templates is a new feature for EMW that allows users to specify customisable formats for barcodes in order to extract desired data. They can be used in two different ways (fixed or dynamic) which are explained below.
NOTE: The Barcode Templates functionality is still in development and instructions listed here may change or no longer work in upcoming releases.
NOTE: If you are scanning on a page that has a template specified, it will attempt to match the data scanned to the template. If the structure does not match, it will then ignore the template and treat the data as a normal scan (including checking whether the Dividing Character(s) are used within it). This can have unexpected effects if the template has the same character(s) as the Dividing Character(s) setting and the template match fails.
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| Barcode | Template | Result |
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| #014234#02553# | dynamic:#01${poNum}#,#02${packSlip}# | poNum = 4234 packSlip = 553 |
Template Structure
STRUCTURE: [type]:[template]
Type
Every template MUST begin with a type identifier. This will be the name of the type along with a colon.
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After the type, the template itself is specified. Templates are composed from three components: sections, field identifiers and separators.
Sections
Each section is made up of a combination or one or more field identifiers along with any separators that are required. Fixed templates can only ever have one section. Dynamic barcodes can have one or more sections, which are separated by commas.
A fixed section can have multiple field identifiers in the one section, whereas dynamic sections can only have one field identifier per section.
Field Identifiers
Every field identifier is defined by a dollar sign and left squiggly bracket, follow by the program-defined field name, followed by a right squiggly bracket (i.e. “${fieldname}”). The dollar sign and left bracket are used to identify the start of the field identifier. The field name must match a pre-defined list of supported field identifiers (listed at the top of the page). This field name is what the relevant barcode section is mapped to.
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If a barcode has a field that you don't want to be used, use the field identifier of “${IGNORE}” for it.
Separators
Any characters that are outside of these field identifiers are considered separators and are used to separate the fields. These characters can be of any length and can exist both before and after the first and last field identifier respectively. A separator can be considered both a suffix of one field identifier and a prefix of another.
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Once the type of barcode has been checked, the app will then look for any separator that exists before the first field (e.g. the “PREAMBLE-” in one of the example). This can be blank.
Once the initial separator has been matched, it will then extract the field name from the field identifier (along with an optional max length in 3.3.0 onward).
It then checks the template for any separator that exists after the field identifier. Once this is found, it then matches the initial separator (a.k.a the prefix separator) to the barcode, then reads any data from that point onward into the field until the next separator is found (the suffix separator).
For the first example, it will check after the the type “fixed:” to find there is no prefix separator. It will then use field1 for the field name and the “-” as the suffix. When parsing the barcode itself, it starts from the start until it find the suffix separator to then map the value of 111 to field1.
If no suffix separator exists, it will map from the current point to the end of the barcode (i.e. for the 333 part of the barcode).
Once it has mapped a field identifier, it will then continue from that point for the next field identifier until all are mapped.
Examples
Barcode | Template | Result |
|---|---|---|
| 111-222-333 | fixed:${field1}-${field2}-${field3} | field1 = 111 field2 = 222 field3 = 333 |
| PREAMBLE-ab777$i999*** | fixed:PREAMBLE-${poNum}$i${packSlip}*** | poNum = ab777 packSlip = 999 |
| ABC123456 | ixed:${poNum}123${packSlip} | poNum = ABC packSlip = 456 |
| TEST-4295/7474--123 | fixed:TEST-${poNum}/${IGNORE}--${packSlip} | poNum = 4295 packSlip = 123 |
Dynamic Template
The primary difference between fixed and dynamic barcodes is that dynamic barcodes specify multiple small sections which can be used to map to any part of a barcode, instead of having to having to map to a 1-to-1, left-to-right relationship.
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Step | Example |
|---|---|
1. Add "fixed:" to the start of the template | "fixed:" |
2. Add any prefix before the first field if necessary | "fixed:" or "fixed:TEST-" |
3. Add "${fieldname}" to the template | "fixed:${poNum}" |
4. Add any suffix after the field if necessary | "fixed:${poNum}/" |
5. Repeat as required: | |
a. Add another field name "${fieldname2}" | "fixed:${poNum}/${packSlip}" |
b. Add another suffix after the field if necessary |
For Dynamic
Step | Example |
|---|---|
1. Add "dynamic:" to the start of the template | "dynamic:" |
2. Repeat as required: | |
a. Add the unique identifier prefix before field name | "dynamic:#01" |
b. Add "${fieldname}" to the template | "dynamic:#01${poNum}" |
c. Add a suffix to identify the end of the field (can be ignored if the field will always be the last field in the barcode) | "dynamic:#01${poNum}#" |
d. Add a comma (UNLESS this is the last section in the barcode, in which case do not add a comma) | "dynamic:#01${poNum}#,#02${packSlip}#" |
Customisable Barcode Template Functionality
USER CAN VERIFY WHAT, IF ANY, MULTISCAN FUNCTION EXISTS ON ANY PAGE BY
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(GTIN is mapped to partNum but this is rarely the actual Part Num in EPICOR, however, GTIN can be stored against a Part as Product Code. When using GS1 template Handle GS1-128 barcodes using industry standard format setting must be turned OFF in in Settings > Scanner – Bar Codes section)
Template Processing
PO Receipt > Entry
Mandatory fields in the template (scan opens PO Receipt > Receipt tab):
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