Bar Code Import into Work Order

SWK Technologies, Inc. • 973-758-6100 • www.swktech.com

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Overview This Extended Solution to the Work Order module is a utility designed to import data from a hand-held bar code scanner. Installation Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped. Installing Your Extended Solutions under Windows From a CD If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to start the installation program. Follow the on-screen instructions. Extended Solutions Control Center Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available: • Extended Solutions Manuals • Remove Extended Solutions • Unlock Extended Solutions • Merge Installation Files • Extended Solutions Setup options

Setup Once the disk is installed, you will need to access the Work Order option screen. After the option screens have been displayed, a Setup screen for this Extended Solution will appear. Check the ‘Enable Extended Solution’ box to activate this Extended Solution (Figure 1). The manual for this Extended Solution, if it has been installed, can be viewed by clicking the ‘Manual’ button next to the ‘Enable Extended Solution’ check box. It can also be viewed via the Extended Solutions Control Center (see Installation, above).

Bar Code Import into Work Order WO-1000


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Answer the following prompts: DEFAULT PATH: Enter the default import file path. DEFAULT FILENAME: Enter the default file name for the import. DELETE IMPORT FILE AFTER IMPORTING: Check this box to delete the import file after the import takes place. Leave it blank to retain the import file after the export. RENAME IMPORT FILE WITH EXTENSION: If you choose to retain old import files, enter the extension you wish to use for the file. EXCLUDE ABOVE FILENAME FROM LOOKUP: Check this box to exclude the old import files from the List function. VERIFY IMPORT LOT/SERIAL NUMBERS: If you check this box, this Extended Solution will reject lot and serial items if the quantity imported is less than the quantity available for that lot or serial number. It will also distribute the items to the correct lot/serials. If you leave this box unchecked, lot/serial information will be ignored. The items will be neither rejected nor distributed. USE START/STOP/CHANGE TRANSACTIONS: Check this box if you wish to only use Start, Stop, and Change records in the import.

Figure 1


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If you use the ‘Start/Stop/Change Transactions’ feature, the error report’s record number will not be the record number of the import file, but of the temporary file created by this import.

Answer the following prompts on the ‘Additional’ screen (Figure 2): WORK HOURS FOR LUNCH PERIOD: Enter the amount of Work Hours to elapse before a lunch break is subtracted. LUNCH BREAK PERIOD LENGTH: Enter the length of the lunch break to be subtracted from the total hours worked when the ‘Work Hours For Lunch Period’ have elapsed. The lunch break is subtracted from the entry with the greatest number of hours. ADD 24 HRS TO STOP TIMES LESS THAN START TIMES: Check this box if you wish to add 24 hours to the Stop Time when it is less than the Start Time. This will allow the lunch break to be deducted from the swing shift. Leave it blank if you do not wish to use this option. If this Extended Solution has not been previously added to a menu, you will see a pop-up screen which will ask if you would like the Extended Solution automatically added to the selected menu. Answer ‘NO’ if you wish to use Menu Maintenance to add the program to a menu you choose. You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution.

Figure 2


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Operation This Extended Solution is a utility designed to import data from a hand-held bar code scanner. It supports Batch Processing. If the Warehouse Code is blank, the Warehouse Code referenced on the Work Order will be used. If the Item Number is blank, the Bill Number from the Work Order will be used. The selector screen (Figure 3) will prompt you for an import file path and filename. You have the option to ‘Scan Only?’ the file; if you answer Yes, the file will be scanned but no import will take place. A report will be produced detailing any physical or logical errors in the import file (Figure 4). The data will be imported into Work Order Transaction Entry as a Type 7 - Completion Transaction with a completion code of ‘I’ (Inventory). The Material Issues will be imported as Type 2 and Labor Records will be imported as Type 3. When importing Labor Records, be sure to add department number ‘00’ as part of the Employee Number if you do not require departments for employees in Work Order. Crew numbers should always be entered without a department number, but with the word ‘CREW’ in front of the number (e.g., ‘CREW001’). For record types 4, 5, and 6 only, if the START does not have a STOP or a STOP does not have a START associated with it, an error will be generated. The START and STOP records combine to create a Labor Type record during the import process. If a CHANGE is created after a START record, a STOP will be created and then a new START record will be created.

Figure 3

Figure 4


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After import, the data will be in Work Order Transaction Records (Work Order Transaction, Material Issues and/or Labor Records), which can be changed, deleted, and/or updated in the Work Order Transaction Entry/Journal cycles. Helpful Hints • If you selected the option of renaming the import file, and a file exists with the same

name and extension, the renaming of the current import file will not take place. Upgrades and Compatibility The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade. Documentation Only changes made by SWK Technologies, Inc. to the standard operation of MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document. Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200.


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Format For ASCII Import File Completion Record Start Length Transaction Type (Hardcode ‘7’) 1 1 Transaction Date (YYMMDD format) 2 6 Unused 8 1 Work Order Number 9 7 Warehouse 16 3 Item Number 19 20 Quantity (unsigned integer) 39 13 Lot/Serial Number 52 15 Step Number 67 4 Material Issues Start Length Transaction Type (Hardcode ‘2’) 1 1 Transaction Date (YYMMDD format) 2 6 Unused 8 1 Work Order Number 9 7 Step Number 16 4 Item Number 20 20 Warehouse 40 3 Quantity 43 13 Lot/Serial Number 56 15 Labor Record Start Length Transaction Type (Hardcode ‘3’) 1 1 Transaction Date (YYMMDD format) 2 6 Unused 8 1 Crew or Employee Number 9 9 Work Order Number 18 7 Step Number 25 4 Start Date (YYMMDD) 29 6 Start Time (hh.hhh) 35 6 Stop Date 41 6 Stop Time 47 6 Quantity (-####.00) 53 13 Start Record Start Length Transaction Type (Hardcode - ‘4’) 1 1 Transaction Date (YYMMDD format) 2 6 Transaction Time (HH:MM) 9 5 Crew or Employee Number 14 9 Work Order Number 23 7 Step Number 32 4


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Stop Record Start Length Transaction Type (Hardcode - ‘5’) 1 1 Transaction Date (YYMMDD format) 2 6 Transaction Time (HH:MM) 9 5 Crew or Employee Number 14 9 Quantity 23 13 Change Record Start Length Transaction Type (Hardcode - ‘6’) 1 1 Transaction Date (YYMMDD format) 2 6 Transaction Time (HH:MM) 9 5 Crew or Employee Number 14 9 Work Order Number 23 7 Quantity (-####.00) 30 13 New Work Order Number 45 7 New Step Number 52 4

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Bar Code Import into Work Order