Intermec PM4i EasyADC for Microsoft Great Plains User's Manual
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- Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 1
- Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 2
service Intermec-manufactured equipment and is not to be released, reproduced, or used for any other purpose without written permission of Intermec. Information and specifications Intermec Printer Network Manager, IRL, JANUS, LabelShop, Mobile Framework, MobileLAN, Nor*Ware, Pen*Key, Precision Print - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 3
to encompass the entire EasyADC system. Rearranged the chapters and inserted updated screen shots and updated text to reflect changes to the application. Added new chapters on using the CK30 handheld computer, using the Console, and conducting a physical inventory. EasyADC System User's Manual iii - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 4
iv EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 5
Contents Contents Before You Begin...ix Safety Summary...ix Global Services and Support ix Who Should Read This Document x Related Documents xi 1 Introducing the EasyADC System 27 Starting the Data Collection Manager 28 Using the EasyADC Label Manager 28 EasyADC System User's Manual v - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 6
36 Multiple Sales Order Item Labels: Batch Print 37 Printing Miscellaneous Labels 39 Printing Vendor Information Labels 43 Printing Badges 44 Great Plains User ID Badge Labels 44 Great Plains Employee ID Badge Labels 45 Designing Labels 46 Purchase Order Labels-Great Plains Tables/Fields 48 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 7
to the EasyADC System 71 Resetting an Access Point to its Factory Defaults 71 Updating System Software 72 Updating the Discovered Devices Folder 72 Slip Printing...87 Product Version...88 Systems Manager Settings 89 Systems Manager Transaction Settings 91 EasyADC System User's Manual vii - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 8
Server DSN Configuration Setup 94 Blue Light Blinks or Turns Off on EasyADC Devices 99 Exclamation Point Appears With Console Icon 100 Activating Additional CK30 Registrations 100 User Count Exceeded Error Message Appears 102 Resetting the WA22 to Factory Defaults 102 A Conducting a Physical - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 9
. The Intermec Global Sales & Service page appears. From the Service & Support menu, move your pointer over Support, and then click Warranty. Disclaimer of warranties: The sample code included in this document is presented for reference only. The code does not necessarily represent complete, tested - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 10
Before You Begin Web Support Visit the Intermec web site at http://www.intermec.com to download our current documents in PDF format. To order printed versions of the Intermec manuals, contact your local Intermec representative or distributor. Visit the Intermec technical knowledge base (Knowledge - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 11
a list of related Intermec documents and their part numbers. Document Title EasyADC CD EasyADC System Installation Guide CK30 Handheld Computer User's Manual CK30 Command Reference Manual MobileLAN access WA2X System Manual EasyCoder PM4i Bar Code Label Printer User's Guide (IPL Version) LabelShop - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 12
Before You Begin xii EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 13
1 Introducing the EasyADC System You will find these sections in this chapter: • What is the EasyADC System? • How to Use This Manual • Switching to Your Active Database EasyADC System User's Manual 1 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 14
monitoring and managing your Intermec automatic identification and data collection network. The console also allows you to add CK30, WA22, and PM4i devices to the EasyADC system. The console includes a built-in help system and the ability to update system software. 2 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 15
(service pack 1) • Static IP address • Unmodified Great Plains client (no custom VB windows or .CNK files) • 2 GHz Pentium 4 or better • 512MB RAM • 500MB available hard disk space • CD ROM drive • An available USB port and mouse • An available 100baseTx Ethernet port EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 16
to meet your needs. You do not need to refer to this manual before or during the installation process. Use this manual after installing EasyADC to: • test the installation. • learn about the EasyADC system. • print labels. • use the EasyADC Great Plains menus on the CK30. • train users and operators - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 17
point to factory defaults • Updating system software • Updating the Discovered Devices folder • Choosing another device network to monitor Provides an overview of all the screens where you can set preferences for the Data Collection Manager and Systems Manager. Explains how to troubleshoot problems - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 18
Chapter 1 - Introducing the EasyADC System 5 Select your active company database from the Database drop-down list. 6 Click the Next button. Your active database is now being used by the EasyADC system. 6 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 19
2 Using the CK30 Handheld Computers You will find these sections in this chapter: • Overview of the CK30 Keypad • Tips for Working in EasyADC Great Plains CK30 Menus • Logging On and Off • Overview of EasyADC Great Plains CK30 Menus EasyADC System User's Manual 7 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 20
Keypad Your EasyADC CK30 handheld computer has a 52-key full numeric keypad as shown in the next illustration. Scan button Orange key Tab 789 Backlight key Green key 4 F1 5 6 F3 F2 1 2 3 F4 Alt . 0 see the CK30 Handheld Computer User's Manual (P/N 073528). 8 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 21
a series of serial numbers press F1 to accept the serial #s scanned. Orange + F5: Toggle Label Printing Back Light Enter Key F3: Abort Transaction F4: 1. Delete last item scanned 2. Select item to Delete in Y: Answers Yes to "Yes or No" Questions CK30 Functions EasyADC System User's Manual 9 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 22
an option Entering data "Blank to..." Description All CK30 menu options are case-sensitive. When you key a field in uppercase, the database is updated in uppercase. If you key an inventory name in lowercase and the database has it stored in uppercase, the item cannot be found. To select an option - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 23
can delete specific line items been updated to label printing, you can use Label Shop to design and print labels; for help, see "Using LabelShop PRO" on page 51.) This key is used as a shortcut to an Item Inquiry. Prompts on the CK30 indicate when this key is available. EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 24
the CK30 requires extra keystrokes. 1 At the Enter User Name prompt, type a valid Great Plains username and press Enter. 2 At the Enter Password prompt, type the password and press Enter. To log off the CK30 • The Main Menu appears after you log in successfully. 12 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 25
finished. 10 When finished, press F1 to post the Receiving Transaction Entry. If there was a backordered item received, a Back Order Report automatically prints to the default Windows printer for the host PC. 11 The items are staged in the receiving area for the put-away process. EasyADC System - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 26
flow on the CK30 handheld computer. The options enclosed in dotted lines may not appear, depending on the preferences you have selected. 14 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 27
the sales order. 10 When finished, press F1 to update the transaction. The system checks if the sales order printer and set Great Plains to automatically print reports to that printer, not the screen. The printed back-order report starts the Replenishment Cycle. EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 28
Sales Order Updated to Reflect Fulfilled Qtys Yes Batch Changed to "FULFILLED". Picker written to user defined. Pack Slip Prints. F1 = on SO Sales Order Updated to Reflect Fulfilled Qtys Batch Changed to "PARTIAL". Picker written to user defined. Pack Slip Prints. Order Fulfillment: Items - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 29
, it can be edited and processed as a variance in Great Plains. 8 Use Verify Phys Count in the DCM to complete a full physical inventory. EasyADC System User's Manual 17 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 30
Chapter 2 - Using the CK30 Handheld Computers Input User Name Input Count ID Input Location Counted Qty Input on Stock Count Entry Screen Input Item F1 = Inventory: Items enclosed in dotted lines may not appear, depending on the preferences you have selected. 18 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 31
. Adjustments post directly to the Great Plains data. No additional Great Plains steps are needed. Miscellaneous Issue You use the Misc. Issue option to subtract inventory from the system without the Great Plains data. No additional Great Plains steps are needed. EasyADC System User's Manual 19 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 32
item transfer with the CK30: 1 Log in to the CK30. 2 Select Item Transfer from the Main Menu by typing 6 and pressing Enter. 20 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 33
Input Qty Input Qty Input Lot # Item Transfer: Items enclosed in dotted lines may not appear, depending on the preferences you have selected. EasyADC System User's Manual 21 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 34
quantity types. The end result is an Item Transfer Entry in Great Plains. Quantity types in Great Plains include: • On Hand • Returned • In Use • In Service • Damaged 22 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 35
in GP Input Qty Input Qty Input Lot # Item Transfer With Quantity Type: Quantity types in Great Plains include: On Hand, Returned, In Use, In Service, and Damaged. EasyADC System User's Manual 23 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 36
Plains Item Number. 4 Scan the bar code number for the corresponding item. Input GP Item Number Input XREF Number Input Unit of Measure XREF table updated Item Cross Reference: Items enclosed in dotted lines may not appear, depending on the preferences you have selected. 24 EasyADC System - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 37
you find all the purchase orders associated with an item. This option lets you view the location and bin information for an item. EasyADC System User's Manual 25 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 38
Chapter 2 - Using the CK30 Handheld Computers 26 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 39
3 Using the Data Collection Manager You will find these sections in this chapter: • Starting the Data Collection Manager • Using the EasyADC Label Manager • Using Remote Terminal • Taking Inventory • Viewing the Error and Transaction Logs • Using the Systems Manager EasyADC System User's Manual 27 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 40
can produce Purchase order labels, shipping labels, miscellaneous internal labels, vendor item labels and badges. EasyADC Label Manager is designed for use with the Intermec EasyCoder PM4i printer. Use the Label Configuration screen to set up the PM4i and default label files to print. On each tab of - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 41
for both Default Currency ID and Price Level. These values are required if you want pricing information printed on a label. If you want line items to appear on the printing selection screens in input order, select the Sort Items by Line Sequence Number check box. EasyADC System User's Manual 29 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 42
6 Click OK. Modules Overview To access the different applications available to Label Manager, select Modules > Distribution or Modules > Badges from the menu tabs for each of the following labels: Purchase Orders, Shipping, Misc. Label, and Vendor Information. 30 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 43
Module Printing Purchase Order Labels Use the following sections to understand how to print Purchase Order and Purchase Receipt labels. Individual Purchase Order Item Labels Here is walk-through example of printing a single Purchase Order item label with Label Manager. EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 44
. 7 Specify the number of labels to print. 8 If you need to specify a different Receiving Label, click the lookup (binoculars) button next to the text box. 9 Click Print. The labels are generated. Purchase Orders Tab: Printing a single Purchase Order item label. 32 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 45
Click Print. The labels are generated. Purchase Orders Tab: Using the Purchase Orders tab to print a single Purchase Receipt item label. To print multiple line item labels from a Purchase Order Receipt 1 Click Batch Print after filling in a value for the Receipt #. EasyADC System User's Manual 33 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 46
by choosing a specific Purchase Order, in print process. All lines are marked initially, but you can deselect or clear each individual line by clicking on it. To quickly include or remove ALL lines from the selection, click Select All and Clear All. 3 Click Print. 34 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 47
entering the desired value). This means that the value shown for Quantity on each label printed will be 2. The Update All button affects all lines selected with the check box, while the regular Update button only impacts the individual line that is highlighted. EasyADC System User's Manual 35 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 48
if applicable. 6 Type a value for the quantity to print on the label. 7 Specify the number of labels to print. 8 If you need to specify a different shipping label, click the lookup (binoculars) button next to the text box. 9 Click Print. The labels are generated. 36 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 49
Print after filling in a value for the Sales Order #. 2 On the Sales Order Partial Batch screen, select the lines you want to include in the batch print process. All lines are marked by default, but you can deselect or clear each individual line by clicking on it. EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 50
box (after entering the desired value). This means that 4 labels will now be printed for that line item, and the total number of labels to print appears just above the Print button: Print Count = 7. Sales Order Partial Batch Printing: Changing the print quantity. 38 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 51
- Using the Data Collection Manager As shown in the next example, the Label Quantity to print on ALL lines has been changed from the original default of 1 to 3, by clicking the Update All button to the right of the Change Qty on Label text box (after entering the desired value). This means that the - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 52
The resulting screens will allow you to define the items you want to include for label printing. In this example, the letter C was entered in the Start with text box, followed by clicking . A list of all occurrences of this item in Great Plains displays as a result. 40 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 53
, click the Select All and Clear All buttons. Another feature is the Uncheck Zero Negative Quantity button, which is very useful if you want to select a large group of items to print with the selection criteria and the Select All button, but do not want to print labels for items that have zero or - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 54
Qty text box (after entering the desired value). This means that 10 labels will now be printed for that line item, and the total number of labels to print appears just above the Print button: Print Count = 42. Miscellaneous Label Tab: Changing the print quantity. 42 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 55
the next screen, the Label Quantity to print on ALL lines has been changed from the original default of 1 to 5 by clicking the Update All button to the right of the Change Qty on Label text box (after entering 5 Select a value for Primary Bin from the drop-down list. EasyADC System User's Manual 43 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 56
to choose a different Miscellaneous Label, click the lookup (binoculars) button next to the text box. 8 Click Print. The labels are generated. Vendor Information Tab: Printing vendor specific labels. Printing Badges EasyADC Label Manager allows you to print labels for your Great Plains inventory - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 57
Down button next to the Employee ID text box and choose the desired Employee ID. 5 Specify the number of labels you want to print. 6 To specify a different badge Label, use the lookup (binoculars) button next to the text box. 7 Press Print. The labels are generated. EasyADC System User's Manual 45 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 58
Name POP_01.lab SOP_01.lab MSC_01.lab Bdg_01.lab The files are stored in the C:\Program Files\Intermec\EasyADC Data Collection\Labels folder. These labels must be redesigned if you are using a label size other than the current default (4 inches wide x 6 inches high). If you choose to modify the - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 59
table displays on the screen. Note that the Physical Name values for both the table and fields must be used when defining the data to print during the label design process. EasyADC System User's Manual 47 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 60
Window Serial Number/Lot Number from Label Manager Window Unit of Measure from Label Manager Window First/Base Unit of Measure from Unit of Measure Schedule Second Unit of Measure from Unit of Measure Schedule Third Unit of Measure from Unit of Measure Schedule 48 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 61
for printing on Shipping labels. You must format Great Plains field names as Table Physical Name.Field Physical Name in label design Attribute Master Site Setup Table Physical Name/Fields IV00101.* IV00102.* IV00105.* IV00108.* IV00112.* IV00301.* IV40700.* EasyADC System User's Manual 49 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 62
printing on Shipping labels. You must format Great Plains field names as Table Physical Name.Field Physical Name in label Label Manager Fields Field Name SONumb CompName Description Resource/Employee from Label Manager Window Company Name from Label Manager Window 50 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 63
include a new field, Vendor Name. To launch the Design Label application (LabelShop PRO 6) 1 From the Label Manager main menu, choose Utilities > Design Labels. 2 Right-click Form, and then click Add. A field Plains table POP10100, that would be POP10100.VENDNAME. EasyADC System User's Manual 51 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 64
Collection Manager 4 To place the field on the label, click the Barcode Generation button, and then click somewhere on the label format screen. You are then required to provide more information about the field. 5 To specify that the bar code should print the Vendor Name field, click the Data source - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 65
the emulation running on the CK30s. You can install it on a PC and use it in conjunction bar coding solution, or you can use it for testing/training. EasyADC allows one copy of Remote Terminal to purchase more registrations from Intermec. Starting Remote Terminal To run Remote User's Manual 53 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 66
Logs The DCM provides two logs, the Error Log and the Transaction Log, which you can use for diagnosing problems. A technical support technician may request that you view these logs. Both logs are cleared after reaching a specified size to conserve hard drive space. 54 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 67
number or a letter) you should check the error log and send a copy to the technical support staff at Intermec. The error log file is called MDSErr.TXT and is located in the EasyADC program folder. • The Transaction Log is also used primarily for troubleshooting. This log is saved only if you enable - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 68
that have occurred since the Systems Manager has been running. This counter resets after a preset number of transactions have been completed. This field is Support for help in debugging your network configuration and possibly your Data Collection server PC. 56 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 69
used except for debugging purposes. You only need to be aware of this field in case a technical support technician inquires about the value present in . This field is useful to support personnel and users in attempting to decipher the value of a scan. The Setup menu includes options that you used - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 70
Error Log or Transaction Log. The Error Log and Transaction Log are used for diagnosing problems and may be requested by a technical support technician. All of the logs are cleared from Start > Programs > Intermec > EasyADC. Label Manager For details, see "Using the EasyADC Label Manager" on page 28. - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 71
to edit and input bar code cross-reference information. This allows items to be scanned under an alternate part number and still refer to the appropriate item number in Great Plains. You can launch Alternate Item from Plains and that the units of measure are valid. EasyADC System User's Manual 59 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 72
into the cross-reference tables using SQL or other methods outside of the Cross Reference program, you can verify the information in the table. Any problems are sent to an error log (Errlog.TXT in the EasyADC program folder) for review. 60 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 73
Notification Logs • Configuring the Network Security Level • Adding New Devices to the EasyADC System • Resetting an Access Point to its Factory Defaults • Updating System Software • Updating the Discovered Devices Folder • Choosing Another Device Network to Monitor EasyADC System User's Manual 61 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 74
• Reset an access point to its factory defaults • Update the system software • Update the Discovered Devices folder • Choose another device network to monitor Starting the Console From the Windows Start menu, choose Programs > Intermec > EasyADC > Console. The Console icon, which is a stylized blue - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 75
system are operating normally, the Console icon appears as shown on the previous page. If there is a problem or status change with any device in the system, a red or yellow exclamation point appears next to menu. The EasyADC Console screen appears. EasyADC Data Collection Manager User's Manual 63 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 76
have been discovered in your EasyADC system. 2 Click on each device to display information about each device. Monitoring the status of a WA22 64 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 77
3 For help resolving blinking blue lights, see the "Diagnostics" the EasyADC system to determine if new CK30s, WA22s, or PM4is have been added to the system. To discover new devices time a CK30 roams out of range, or every time the PM4i runs out of media. To enable email notification 1 Right-click - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 78
4 Check the Enable Email Notification check box. 5 Click the Add button. The Add an Email Address dialog box appears. 6 Type an email address and click OK. The email address appears in the list and is marked Enabled. 7 Continue adding email addresses, as needed. 66 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 79
can block messages from going to specific people. For help, see the CK30 roams out of range and each time a printer runs out of media. The logs serve different purposes: Typically, you enable these logs only when troubleshooting. To enable the Monitoring and Email Notification User's Manual 67 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 80
. 3 Select one of the archiving options: • Archive Based on Size • Archive Based on Time 4 Click Apply. 5 Click the Email Notification Log tab. 68 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 81
EasyADC Console Configuration screen closes. 9 If you have not already enabled email notification, follow the instructions on page 65. Viewing the Monitoring and Email Notification Logs The Console lets you view the from the menu. 3 View the log. EasyADC Data Collection Manager User's Manual 69 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 82
Configure > Network > Security from the menu. The Security Level dialog box appears. 3 Move the indicator to Min or Max, depending on your network security needs: • Min indicates that the network is secure, but that devices may be added. • Max indicates that the network is so secure that no new - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 83
> Network > Reset to Defaults from the menu. 5 Follow the prompts as the Intermec EasyADC Configuration Wizard walks you through the process. If you have trouble resetting the WA22, see "Resetting the Access Point to Factory Defaults" on page 102. EasyADC Data Collection Manager User's Manual 71 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 84
. • The WA22 can receive firmware updates. • The PM4i can receive firmware and configuration updates. To update the system software in a CK30, WA22, or PM4i 1 Prepare the new files. You can download the latest system software from the www.intermec.com/easyadc/updates website. 2 Copy the new files - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 85
and Update radio button. 6 Click OK. Choosing Another Device Network to Monitor If you are using the Monitoring installation of EasyADC, you can choose which device network to monitor. Intermec recommends that Server Address field. 4 Click OK. EasyADC Data Collection Manager User's Manual 73 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 86
Chapter 4 - Using the EasyADC Console 74 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 87
Manager • Receiving for Purchase Order Processing • Order Fulfillment • Miscellaneous Receipt/Issue • Item Transfer • Physical Inventory • Item Cross Reference • Pack Slip Printing • Product Version • Systems Manager Settings • Systems Manager Transaction Settings EasyADC System User's Manual 75 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 88
The parameters that directly affect Receiving can be found on the Receiving tab in the DCM. To set preferences for receiving 1 From the DCM main screen, choose Setup > Modules. 2 Select the Receiving tab. 3 Set preferences, as needed. For help, see the next table. 76 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 89
Default Qty Received to 1 Print found on the SOP tab in the DCM. To set preferences for order fulfillment 1 From the DCM main screen, choose Setup > Modules. 2 Select the SOP tab, as shown on the next page. 3 Set preferences, as needed. For help, see the next two tables. EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 90
in SOP can be found on the Picking Setup tab. Summary of Picking Setup Parameters Parameter Pick Complete Verification Allow Back Order Invoice Qty Adjustments Allow Cancel Invoice Qty Adjustments Allow Enter to Accept Default Items Fulfill Invoices Only Default Qty Picked to 1 Description - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 91
left blank, user defined field for SOP. The user currently logged in on the CK30 will be written to the field for Write Picker To when fulfilling orders Packing Setup The parameters that control how EasyADC handles packing in SOP can be found on the Packing Setup tab. EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 92
Setup Parameters Parameter Allow Pack Slip Print from SOP Report Type Print Pack Slip Per Site Restrict By Site Print Invoice Description Allows the Great Plains pack slip to be printed when the order is finished. Allows you to choose the appropriate report type for your system: 1 = Blank paper - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 93
Chapter 5 - Setting Preferences Transactions Settings tab Inventory Transactions tab 3 Set preferences, as needed. For help, see the next table. EasyADC System User's Manual 81 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 94
are located on the Transaction Settings and Inventory Transactions tabs in the DCM. To set preferences for item transfer 1 From the DCM main screen, choose Setup > Modules. 2 Select the Transaction Settings or Inventory Transactions tab. 82 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 95
Chapter 5 - Setting Preferences Transactions Settings tab Inventory Transactions tab 3 Set preferences, as needed. For help, see the next table. EasyADC System User's Manual 83 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 96
the CK30, and in the Data Collection Manager, see Appendix A, "Conducting a Physical Inventory." To set preferences for physical inventory 1 From the DCM main screen, choose Setup > Modules. 2 Select the Physical Inventory tab. 84 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 97
/passwords instead of EasyADC. This check box must be selected if you are using Great Plains v6.0 or later. Do not modify this parameter. If this check box is selected, CK30 users can automatically verify line items with no counted quantities by pressing the F1 key. EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 98
but without the need to access the update anything in Great Plains, but does validate item numbers and unit of measure schedules. To set preferences for item cross reference 1 From the DCM main screen, choose Setup > Modules. 2 Select the Transaction Settings tab. 86 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 99
, choose Setup > Modules. 2 Select the SOP tab. 3 Select the Packing Setup tab. 4 Select the Allow Pack Slip Print from SOP check box. 5 Choose Default Report Type from the Report Type drop-down list. 6 Set other preferences as needed. For help, see the next table. EasyADC System User's Manual 87 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 100
of Packing Setup Parameters Parameter Allow Pack Slip Print from SOP Report Type Print Pack Slip Per Site Restrict by Site Description Allows the Great Plains pack slip to be printed when the order is finished. Allows you to choose the appropriate report type for your system: 1 = Blank paper - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 101
the CK30s and EasyADC operate are found on the Systems Manager Settings dialog box in the Systems Manager. To set preferences for the Systems Manager 1 From the DCM main screen, choose Setup > Systems Manager Settings. The Systems Manager Settings screen appears. EasyADC System User's Manual 89 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 102
IDs Port Default Site ID Disable Label Prompting Enable GP Module Level Access Number of Error Tones Number of Information Tones Label Software Description Enables a transaction log of all activity on the CK30s. Your Intermec support personnel can use this log for diagnosing system problems. Do not - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 103
found on the Transaction Settings tab in the Systems Manager. To set preferences for standard transactions 1 From the DCM main screen, choose Setup > Modules. 2 Select the Transaction Settings tab. 3 Set preferences, as needed Maintenance Screen in Great Plains. EasyADC System User's Manual 91 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 104
Reference" on page 86 for more information. Changes how items appear on the CK30 screen. Custom Sort is for future use and should be left blank 92 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 105
SQL Server DSN Configuration Setup • Blue Light Blinks or Turns Off on EasyADC Devices • Exclamation Point Appears With Console Icon • Activating Additional CK30 Registrations • User Count Exceeded Error Message Appears • Resetting the WA22 to Factory Defaults EasyADC System User's Manual 93 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 106
Chapter 6 - Troubleshooting Troubleshooting Your EasyADC Installation If you have problems with your EasyADC installation, perform the following procedure. To troubleshoot EasyADC installation 1 Start a Great Plains client session and leave it running. Do not minimize Great Plains or EasyADC will - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 107
Chapter 6 - Troubleshooting The Microsoft SQL Server DSN Configuration screen appears. Make sure that the Name is exactly eEnterprise_MDS. 3 Click Next. Make sure the next screen has these options selected. 4 Click Next. EasyADC System User's Manual 95 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 108
Chapter 6 - Troubleshooting 5 Make sure the default database is DYNAMICS. 6 Click Next. 7 Make sure the final screen contains the following information. 8 Click Finish. 96 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 109
Chapter 6 - Troubleshooting To check the company connection 1 From the Start menu, choose Settings > Control Panel > Administrative Tools > Data Sources (ODBC). exactly Dynamics_MDS. 3 Click Next. Make sure the next screen has these options selected. 4 Click Next. EasyADC System User's Manual 97 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 110
Chapter 6 - Troubleshooting 5 Make sure the default database is your company specific database for Great Plains. In this example, the company database is TWO. 6 Make sure the final screen DSN Configuration screen should look like the screen shown on the next page. 98 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 111
Chapter 6 - Troubleshooting The rest of the screens should appear the same as in the previous procedure. Blue Light Blinks or Turns Off on EasyADC Devices The EasyADC CK30, WA22, and PM4i devices all include a blue light, called the Intermec Readiness Indicator, which indicates the status of the - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 112
EasyADC is automatically installed to allow up to two concurrent users access to the system through CK30s and one remote terminal session (for training purposes). To provide for more concurrent users, you must obtain a valid registration code for each additional user from Intermec. After you receive - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 113
- Troubleshooting 2 Enter the Registered to Name and Registration information exactly as instructed by Intermec. This information is case-sensitive. Once you activate an additional user registration code, you are not allowed to change it. In this example, we entered a value of ABC Sales and Service - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 114
down automatically. You simply need to restart it, as described on page 28. Resetting the WA22 to Factory Defaults If your previous attempts to reset the WA22 to its factory defaults have failed, then Intermec recommends that you use the MobileLAN Access Utility. The instructions in this section are - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 115
Look at the WA22 configuration label to learn the WA22's Ethernet MAC address. 2 Specify the new IP address and the MAC address of the WA22. 3 Power cycle the WA22. 4 Click Set. 5 Perform the steps in the previous procedure to restore the WA22 to factory defaults. EasyADC System User's Manual 103 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 116
Chapter 6 - Troubleshooting 104 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 117
Items with the CK30 • Verifying Variances in Great Plains • Verifying Zero Counts with Data Collection Manager • Processing the Stock Counts in Great Plains EasyADC System User's Manual 105 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 118
, this information is included for your reference only. It is not the purpose of this manual to describe how to perform tasks in Great Plains. Please refer to your Great Plains documentation Inventory > Stock Count Schedule. The Stock Count Schedule screen appears. 106 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 119
description and select a Default Site ID. 4 needed. You can use the hide and show buttons to expand the scrolling window lines, if needed. The expanded view of the scrolling window includes an option that indicates if an item-site combination is overdue for a stock count EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 120
4 You can choose File > Print to print the Stock Count List to verify the items listed in the stock count schedule, if needed. To add many item-site combinations 1 Click the Mass Add button in the lower right area of Stock Count, as described in the next section. 108 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 121
status of the count will be changed to Started, stock count forms will be printed and information about the on-hand quantity of each item-site combination will be quantities will be compared to the captured values to create default variance transactions. 2 The report destination window for the Stock - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 122
, they are listed in the report, and the status of the stock count remains Available. If the stock count can be started, the Stock Count Print Options window appears. 110 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 123
Appendix A - Conducting a Physical Inventory 3 Choose OK and select your print destination. If you have exceptions that prevent the count from starting, an alert message warns screen appears. 3 Enter your Stock Count Schedule ID at the Enter Count ID prompt. EasyADC System User's Manual 111 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 124
Appendix A - Conducting a Physical Inventory 4 Enter your site location at the Enter Loc prompt. 5 Scan your first item located at that site. 6 Enter the quantity of that item. 112 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 125
enabled in the Data Collection Manager Setup for Physical Inventory) Press F5 to Switch from Qty 1 Mode to Multiple Qty Mode Press F4 to Delete Previous Scan If you scan an Item that is not on your Stock Count Schedule then you see the error message shown next. EasyADC System User's Manual 113 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 126
. • F4 deletes your last scanned item. • You can press c on the CK30 to return to a previous screen. • F5 changes from Multi Quantity Mode to Default Quantity Mode: • In Multi Quantity Mode, you are prompted to enter the amount counted. • In Quantity 1 mode, you must scan every item. 114 EasyADC - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 127
handheld user scans a variance to your inventory, updating your on hand quantities. If default variance transaction is a valid transaction. The default Great Plains creates default inventory variance transactions then the default inventory variance could find that another user has posted a transaction - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 128
Unposted Item Transactions window. Review the information as needed. To view information about the quantities for specific transactions, select a document and then click Document the item-site combination and change it as needed. 6 Click Save and close the window. 116 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 129
Manager has been configured for Physical Inventory. To check the Physical Inventory settings in EasyADC, go to Setup > Modules > Physical Inventory, and a screen similar to the one shown below will be displayed. drop down boxes, and then click Verify Zero Counts. EasyADC System User's Manual 117 - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 130
options for stock count variances, variance transactions will be posted and reports will be printed when you process a stock count. If you're not using autoposting, variance transactions are saved window appears. 2 Enter or select a stock count ID. 3 Choose Process. 118 EasyADC System User's Manual - Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 131
- Intermec PM4i | EasyADC for Microsoft Great Plains User's Manual - Page 132
Corporate Headquarters 6001 36th Avenue West Everett, Washington 98203 U.S.A. tel 425.348.2600 fax 425.355.9551 www.intermec.com EasyADC System User's Manual *074020-002* P/N 074020-002