Intermec PM4i EasyADC for Microsoft Great Plains User's Manual - Page 5

Contents

EasyADC System User’s Manual

v

Contents

Before You Begin

...............................................................................................................

ix

Safety Summary

....................................................................................................

ix

Global Services and Support

.................................................................................

ix

Who Should Read This Document?

......................................................................

x

Related Documents

..............................................................................................

xi

Introducing the EasyADC System

......................................................................................

1

What is the EasyADC System?

............................................................................................

2

EasyADC Hardware Components

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2

EasyADC Software Components

...........................................................................

2

What is the EasyADC Console?

................................................................

2

What is the EasyADC Data Collection Manager?

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3

What is the EasyADC Great Plains CK30 Menu System?

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3

Dedicated EasyADC PC Requirements

.................................................................

3

How to Use This Manual

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4

Switching to Your Active Database

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5

Using the CK30 Handheld Computers

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7

Overview of the CK30 Keypad

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8

Diagram of the CK30 Functions

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9

Tips for Working in EasyADC Great Plains CK30 Menus

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10

Logging On and Off

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12

Overview of EasyADC Great Plains CK30 Menus

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12

Main Menu

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12

Receiving

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13

Sales Order Fulfillment

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15

When You Create a Back-Order

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15

Physical Inventory

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17

Miscellaneous Receipt

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19

Miscellaneous Issue

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19

Item Transfer From the CK30

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20

Item Transfer With Quantity Type

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22

Item Cross-Reference

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24

Inquiries

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25

Using the Data Collection Manager

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27

Starting the Data Collection Manager

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28

Using the EasyADC Label Manager

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28

1

2

3

Section	Page
Before You Begin	9
Safety Summary	9
Global Services and Support	9
Who Should Read This Document?	10
Related Documents	11
Chapter 1 - Introducing the EasyADC System	13
What is the EasyADC System?	14
EasyADC Hardware Components	14
EasyADC Software Components	14
What is the EasyADC Console?	14
What is the EasyADC Data Collection Manager?	15
What is the EasyADC Great Plains CK30 Menu System?	15
Dedicated EasyADC PC Requirements	15
How to Use This Manual	16
Switching to Your Active Database	17
Chapter 2 - Using the CK30 Handheld Computers	19
Overview of the CK30 Keypad	20
Diagram of the CK30 Functions	21
Tips for Working in EasyADC Great Plains CK30 Menus	22
Logging On and Off	24
Overview of EasyADC Great Plains CK30 Menus	24
Main Menu	24
Receiving	25
Sales Order Fulfillment	27
When You Create a Back-Order	27
Physical Inventory	29
Miscellaneous Receipt	31
Miscellaneous Issue	31
Item Transfer From the CK30	32
Item Transfer With Quantity Type	34
Item Cross-Reference	36
Inquiries	37
Chapter 3 - Using the Data Collection Manager	39
Starting the Data Collection Manager	40
Using the EasyADC Label Manager	40
Modules Overview	42
Printing Purchase Order Labels	43
Individual Purchase Order Item Labels	43
Individual Purchase Receipt Item Labels	45
Printing Shipping Labels	48
Individual Sales Order Item Labels	48
Multiple Sales Order Item Labels: Batch Print	49
Printing Miscellaneous Labels	51
Printing Vendor Information Labels	55
Printing Badges	56
Great Plains User ID Badge Labels	56
Great Plains Employee ID Badge Labels	57
Designing Labels	58
Purchase Order Labels–Great Plains Tables/Fields	60
Shipping Labels–Great Plains Tables/Fields	61
Miscellaneous Labels–Great Plains Tables/Fields	61
Vendor Labels–Great Plains Tables/Fields	62
Using LabelShop PRO	63
Using Remote Terminal	65
Starting Remote Terminal	65
Tips for Using Remote Terminal	66
Taking Inventory	66
Viewing the Error and Transaction Logs	66
Using the Systems Manager	67
Setup Menu	69
View Menu	70
Utilities Menu	70
Modules Menu	70
Label Manager	70
Remote Terminal	70
Alternate Item	71
Chapter 4 - Using the EasyADC Console	73
Introducing the EasyADC Console	74
Starting the Console	74
Watching the Console Icon for Device Status	75
Viewing the Console Menu	75
Monitoring Devices	75
Viewing the Online Help	77
Discovering New Devices	77
Enabling Email Notification	77
Enabling the Monitoring and Email Notification Logs	79
Viewing the Monitoring and Email Notification Logs	81
Configuring the Network Security Level	82
Adding New Devices to the EasyADC System	83
Resetting an Access Point to its Factory Defaults	83
Updating System Software	84
Updating the Discovered Devices Folder	84
Choosing Another Device Network to Monitor	85
Chapter 5 - Setting Preferences	87
Setting Preferences in Data Collection Manager and Systems Manager	88
Receiving for Purchase Order Processing	88
Order Fulfillment	89
Picking Setup Tab	90
Packing Setup Tab	91
Miscellaneous Receipt/Issue	92
Item Transfer	94
Physical Inventory	96
Physical Inventory Parameters	97
Verifying Counts	98
Item Cross Reference	98
Pack Slip Printing	99
Product Version	100
Systems Manager Settings	101
Systems Manager Transaction Settings	103
Chapter 6 - Troubleshooting	105
Troubleshooting Your EasyADC Installation	106
Checking the Microsoft SQL Server DSN Configuration Setup	106
Blue Light Blinks or Turns Off on EasyADC Devices	111
Exclamation Point Appears With Console Icon	112
Activating Additional CK30 Registrations	112
User Count Exceeded Error Message Appears	114
Resetting the WA22 to Factory Defaults	114
Appendix A - Conducting a Physical Inventory	117
Overview of the Physical Inventory Process	118
Creating and Starting the Stock Count in Great Plains	118
Creating the Stock Count Schedule	118
Starting a Stock Count Schedule	121
Counting Items with the CK30	123
Helpful Tips for Physical Inventory with the CK30	125
Verifying Variances in Great Plains	127
Verifying Zero Counts with Data Collection Manager	129

Intermec PM4i EasyADC for Microsoft Great Plains User's Manual - Page 5

Contents, Introducing the EasyADC System, Using the CK30 Handheld Computers

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