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1. MRB Material Review Board OBS Obsolete Inventory s Recoock RECEIVING pock S75ory Stock ID table UDKKEY The Monitor will s ee make a list of these codes when it starts up w1 W TESTER x aeo MIESTE o to be used for the Location Help screen eso wm tester 350 Enter only the Stock ID s that you want to 9 Finished Goods inventory appear in the browse screen and assign CENE Rus NRECCIAT DNUS unique codes to them Raw Material Inventory WIP Floor Locations BURN WIPN STOCK www maxtoolkit com Page 20 of 86 Triggers MAX Data Collection Monitor The purpose of these tables is to identify what labels or documents get printed or emailed when a particular transaction occurs MAX TOOL Activity Triggers Email Settings Print Queue Test Triggers Transaction Triggers Type SubType DefReport 9191916916189169 1691691616916169 16 C Projects MDCMS5 5 Triggers Madico C Projects MDCMS5 S Triggers iabel rpt C Projects SpecraiMMDCM_SR MDCM C Projects MDCMS5 5 Triggers TestLa C Projects MDCMS5 S Triggers iabel rpt C Projects MDCMS5 S Triggers TestLa C Projects MDCMS5 S DocPrinter DocP C Projects MDCMS5 S Triggers Packing C Projects MDCMS5 5 Triggers EIMicro C Projects MDCMS5 5 Triggers Genera C Projects MDCMS5 5 Triggers Genera C Projects MDCMS5 5 Triggers abel rpt C Projects MDCMS5 5 Triggers USMari C Projects MDCMS5 5 Triggers iabel rpt C Projects MDCM
2. w Windows Desktop Search is not available www maxtoolkit com Page 23 of 86 MAX Data Collection Monitor Transaction Type and Sub Types Codes A Adjustment B JhRepettive Completion S O C Cycle Count F Stock Transfer S O Us Issue from Stock gt S Issue to Production gt L Labor Login Indirect o L O LaborLogot gt gt gt O P P_ JJParialPostOP Completion S O P C Complete Post Op Completion R U J JJRhRecept Unlaned J J 4 JJ O R P PO Receipt JX J J B DL c SJ R S ss Production Receipt 4 A R JO Jj SubCOontact PO Receipt BOMandRoutng TypeOrders 0 0 0 S JO Shipment Sales Order 0 0 00 0000000000000 T Time Ticketentry o O IW Rework sS 6C P 0 Y Scrap D JJj Waming Morethan3attemptstoLogin O D JA Labor Post Operation 0 0000000 D a J Alrt WorkOrderStatedi262 S D JB EL FIFOSheet D e jJGredtMemoReceiver O D j D BOL Document 4 Jm Je O D JE Carton Labels variable quantity for Production Receipts Z gt S D F J Caron Labels variable quantity for PO Receipts or Shipments D G Carton Lab
3. Default is F www maxtoolkit com Page 17 of 86 Repetitive Settings E MAX Data Collection Parameters EA Hardware Settings EmpiD s Software Settings Stock Browse General Options ARS Kanban Labor Lot Serial Shipping f Repetitive User Default Repetitive Good Receive To Stock ID Default Repetitive Scrap Receive Default Good Receipt to Stock ID faul Receipt t k ID Default Scrap Receipt to Stock ID Q 3 4 Default WIP Stock IDs HUH HUH2 HUH3 HUH4 To Stock D ee aa Default Transfer To Stock ID Default WIP Scrap GLRef Receipt Only Batch BackFlush _ W P E Require All Components To Be Available B GLRef for Receipts and Issues Require Issue Stock Entry GLRef for Repetitive Scrap Receipt Only batch Back Flush for large BOM this switch is used to defer the issuing of components to a batch job that can be run in the background for quicker operator response Require All Components no shortages Require the Issue From stock ID to be entered User Defined Settings d MAX Data Collection Parameters x Hardware Settings EmpID s Software Settings stock Browse These settings are used for unusual L I nns typically one of a kind switches UserDefinedField2 User Defined Field3 UserDefinedField4 SKIPPALLETDOCS User Defined Fies User Defined Fieide www maxtoolkit com Page 18 of 86 MAX Data Collection Monit
4. 10 Label Trigger Sub Type default is E ARS Settings sl MAX Data Collection Parameters Hardware Settings EmplD s Software Settings stock Browse General Options ARS Kanban Labor Lot Serial Shipping Repetiti i KANBAN Buyer KANBAN Buyer No Requirement Part Stock Delimiter r V Look For StockiD on Scan Purchase Order Replenishment Settings Due Dates Past Need Days Maximum Maximum 1o Order Dollar Order Due Dates Prior to Need Days o 50000 fio Include Non Nettable gt 0 Iv v Use PO Create Date to Look for Existing Days To Look for Existing PO Cutoff Time for New PO 12 12 00 IZ Order Poilicy O Use Flow Down Logic Valid PL Order References v Sales Order Hun unu 2 Manufacturing Replenishment Settings lv i ri EE MaxmumARSOpen 10 V Allow Quantity Override Transfer Alert Replenishment Settings Maximum ARS Alerts v Allow Quantity Override Part Stock ROP Label Pan Size Keep the Alert if partial filled Purge after days 0 www maxtoolkit com Buyer Code set the partial or significant portion of the Buyer code to designate a valid Kanban ARS part Buyer Code No Requirements Check no net check Due Days Past Need use to match for an existing PO not due past the days entered Due Days Prior Need match to existing PO not due prior to days entered Use PO Create Date for Existing PO add a line to an existing PO based on order create
5. Enter the part ID Part ID Part data will be displayed L1 Desc LOT TESTER Stk MSI OH 27116 comm COMP MFG Planner 000 INS REQ is an optional field on the Part Inquiry which can be used to set the INSRQD 01 This field is used by the Purchasing Receipt functions to direct the vendor receipt to an inspection stock ID UOM EA Locator Rev B Drawing Last CC 03 22 04 INS REQ N Im File Edit View Help Enter the part ID Part Lot SN S WATSON A list of balances by Stock ID Lot and Serial number will be displayed as LOT SERIAL applicable to the part Location Lot SN Quantity 52 MSI 8000 80001004 to page down 80001005 80001006 80001007 80001008 80001009 80001010 80001011 80001012 80001013 80001014 Note that this screen requires a line width of 40 characters and will only display variable lines of text depending on screen dimensions set by ScreenShaper www maxtoolkit com Page 58 of 86 MAX Data Collection Monitor Part Detail Inquiries Open PO s Open Sales Orders Balance Point Technologies Teln Eie Edit View Help Part POS S WATSON LEO TEST UNIT 24 VOL Order DueDte 780000 710400 710500 720100 730100 780001 1 700052 700099 Balance Point Technologies Teln 10 05 10 12 10 12 KEk DueQty 100 31 55 t 24d 9 4791 23 5000 100 100 100 100 KEX L UNIT 24 VOL Order DueDte 50000
6. Printers Send with eFax Mes Microsoft Office D HP LaserJet 6P6MP Huto HP LaserJet b Auto EPSON stylus Auto Activelouch D Aetlvelouch Docume Acrobat PDFWWriter Acrobat Distiller SMOOLOONHP 3 ij www maxtoolkit com Page 83 of 86 MAX Data Collection Monitor Protoptype Material Label 4 6 bar code font is required La Balance Paint Technologies Material Label 2 14 01 9 13 28AM HA A Order HP D A N 50000 Lot ID CA AP m H LOT1000 AAA Serial ID HR MO P A SN 12345600000 Quantity 4 567 00 www maxtoolkit com Page 84 of 86 Appendix MAX Data Collection Monitor The switch settings reside in a custom table in the MAX database called CUSTOM BPT MDCM SWITCHES RECID gt 1 2 UJ Oo un A SWITCHNAME SWITCHVALUE Password CYCLONE MAXServerUID MAXServerPwd MAXLicPath CAExact RMServen Lic MAXCompany Exact MAX Sample Company MAXLogPath C Projects MDCMS5S 5 MDCTools_2011 MDCMTools bin MAXDB ExactMAXSAM MAXClientPath C EXACT RMCLIENT EFW WindowsSecurity True ExactMAXSepar False SkidDays 10 RequireGLRef 1 ReqSupTime 1 Local Data and Email settings are contained in an XML document within the Tools Settings folder MDCMSettings XML MDCM SETTINGS MDCM DATASETTINGS lt EXACTMAXSERVER gt TIMSLAPTOP2013 lt EXACTMAXSERVER gt lt MAXCLIENTPATHSc exact rmclient etwe MAXCLIENTPATH gt lt MAXCOMPANYNAME gt Exact MAX Sample Company lt MAXCOMPANYNAME gt
7. 625 Si Due 100 12150 Due 85 amp i31 Due Ge Due G Due G2 Due GI Due 14375 H 14375 S Kes a igl25 12150 Due 130 F4 Hezt www maxtoolkit com FA Hext Page 61 of 86 MAX Data Collection Monitor PO Inquiry by Vendor Balance Point Technologies Telnet Client Connected SEF Fie Edt View Heb Enter a valid Vendor ID and an optional PO INQUIRY BY UENDORS SMITH part ID will restrict view to the entered VENDOR Hamilton Runet part PART DUE DATE 0406 2004 The display will show two lines at a lc um time F3 will show the next lines and DESC TEST UNIT 24 VOLT F4 will show previous if applicable RECEIVE J cY DUE QTY 2 EA DUE DATE 84 18 2004 PO 0003 01 01 PART 13000 DESC TEST UNIT 24 UOLT RECEIVE J v DUE QTY 3600 ER F2 CLEAR SCREEN F3 NEXT F4 PREUIOUS ESC MAIN MENU Labor By EmpID display Emplo ee Work Transactions a Balance Point Techno OJEJ Enter a valid EmplD File Edit View Help EmpID MOO00BM l Transactions will be shown in reverse WATSON SALLY chronological order InDate 2005 09 19 g InTime 13 06 09 diese ao A OutDate 2005 09 19 vectes OutT1ime 13 06 22 Elapsed 0036 Order 500105 Opseq 0010 QtyComp 45 QtyScrp TranRef F4 Prior F3 Next Fain www maxtoolkit com Page 62 of 86 MAX Data Collection Monitor Order Details Balance Point Technol Kaf File Edit wiew Help CustVend
8. File Edit wiew Help Bl Ref MSC Part ID L1 LOT CONTROLLED WID UOM PC des Stock ID tp Lot ID Ubbb593 SN Ref ABEST UDK UE TSTS UDR Essl www maxtoolkit com Enter the part number Enter the from location or select from the location help screen F3 to view location help screen Enter To Location Enter Lot and or Serial ID as required For Lot Controlled parts enter the Lot and then the quantity to transfer The cursor will return to the Lot field for the next Lot to be accumulated For serialized parts the quantity will assume 1 and the serial numbers can be scanned and accumulated When finished enter blank to skip to the Reference UD Key and UD Ref fields 5 F1 To process the transaction Enter the GLRef Required Enter the part number Enter the quantity Enter the to location or select from the location help screen F3 to view location help screen Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field 5 Enter Lot and or Serial ID as required If the quantity is greater than 1 and the part is under serial control a range of serial numbers will be used starting with the one entered 6 F1 To process the transaction pem Page 31 of 86 MAX Data Collection Monitor Fast Unplanned Receipt lt Balance Point Tech 19 C2 File Edit View Help Receipt S WATSON Part ID LS1 LO
9. sSecuritv F 1000 Enter Password 5 Lm Back www maxtoolkit com to bypass menus WE NEED HELP LOADING ACME ORDER ASAP desired sub menu 2 Scan a bar code to test readability The contents of the bar code will be echoed back by the program followed by OK 3 An optional Go To Screen can be used This screen is presented whenever an operator tries to go to a password nrotected creen for the first time This screen is used to communicate with other users who are currently logged in A broadcast message can be sent by checking Send to All or to individuals E Balance Point Techn Seles File Edit View Help hc te de te ee ie ee ie ee eee ke Prone oss L100 WE NEED HELF LOADING ACME ORDER ASAP UL cue eoe ode r dr e ede owe ph psick Page 29 of 86 MAX Data Collection Monitor Inventory Transactions Inventory Menu Balance Point Te folk File Edit View Help Inventorv F MULDUN Fl Transfer Stock F2 UnPlanned Kec F3 Production Menu F4 Purchasing Menu Fe Cycle Count F Adjustments Fe Tag Count F3 Unplanned Issue Fi Lot Maintenance Fil Rev RHA Fassvord M 4 Transfer Stock Balance Point Technologies T File Edit Yiew Help Transfer F 1000 From Locn 0t MM Part ID L1 LOT CONTROLLED Lot ID Serial ID Qty UOM 0H PC 18 7835 Stk ID lH Refer Mls program 1 lt Balance Point
10. Fl 2nd Menu Fl Part PurchOrds F2 Order Details F3 Could Build FA Part SalesOrds F6 Part Reqs F Part WO s F8 Serial ID F9 Open Activity F10 Labor by EmpID F11 Job Progress Fl2 wC Queue z Part Stock Inquiry Balance Point Technologies Tel d Bx Enter the Part ID File Edit View Help ID FENA m 24 VOLT J A list of On hand balances by Stock ID will be Location Qty displayed BASEL BASE1 01 264 to scroll down CON 206 FGI 433 MSI 1030 RMA 3 FA Dn Fll Loc F5 Bck Slip hale www maxtoolkit com Page 55 of 86 Stock Inquir Balance Point Technologies Teln Ele Edit View Help Loc OnHand File Edit View Help Prt Bl MAX Data Collection Monitor by StockID BEE S WATSO KBl KANBAN PART 1 Part MFG 1 KBMFGPART2 9 KBMFGPARTL 9 KBMFGPART3 KBMF G2 KMFGL KBMF G3 www maxtoolkit com Part Stock Inquiry Balance Point Technologie Seles Enter Part ID the EEE default stock Prt EDIE Keyboard information will be Stk ADSI displayed OnHand 97 KG ROP 388 ROQ 4088 CC 01 16 2882 Enter s specific Locis 23223 Stock ID to see Loc2 specific part stock PE data or F4 to scroll ocd Loch IssHID RecHID Ad SHTD Fa Next Enter MAX Part ID or the Manufacturers Part to see a list of manufacturer s parts sorted by priority Page 56 of 86 MAX Data Collection Monitor BOM Inquiry Where used
11. T 77 S N u Stock Browser Ele Edit View Help Loc Help S WATSON www maxtoolkit com 1 Enter the RMA 2 The part ID will be display for confirmation Enter Lot and or Serial ID as required 3 Enter the quantity 4 Enter the to location or select from the location help screen F3 to view location help screen Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field 5 Enter the Lot and or Serial number as required These will be matched to the RMA 6 F1 To process the transaction This screen is generally invoked using F3 It displays a condensed browse view of Stock Locations which have been entered in Monitor maintenance Enter the one character code for the desired location Processing will return to the originating screen Page 40 of 86 MAX Data Collection Monitor Production Inventory Menu Balance Point Technologies Telnet iiel Ele Edit View Help Prod Inv wATSON Rec with B F F2 Issue Stock F3 Issue Order F4 Rec No B F F6 Rec Lots F Rec Pallet F8 Repetitive F9 order Details F10 could Build Fll Fast Scan Iss Fl2 Fast Scan Rec Fl OK F5 Bck eun Production Receipt with Back Flush E Balance Point Technolo Seles a Balance Point Techn amx File Edit View Help Ele Edit View Help e Prod Rec S WATSON Shop Ord 500067 Shop Ord ERE Part ID 11000 Lor LU S
12. The part ID will SO Number 2 be displayed along with the L1 ne De mns Due Quantity AND CURRENT Parti SHIP FROM stock ID 11000 2 Enter the new Stock ID The LOC FGI current on hand balance will OnHand l K display for that location Due Qty 100 3 F1 To change the ship from stock location Fl chg F4 Ship Pick Sales Order Pallet nee Point e SEs 1 Enter the Sales Order File Edit View Help EcL S WATSON B 2 Enter the Lot ID or serial ID to SO Number RIFE determine which line item on the order is being picked ACME Line 02 Del 01 3 Assign a pallet or ask for a new pallet Due Qty 200 Pick Qty O Item L1 Lot AEREE Pallet 0003 F3 New Pallet F4 order complete F6 De Pick This screen is designed to accept randomly entered Lot ID s The quantity from the Lot will be transferred to the Pallet location which is a Stock ID in MAX www maxtoolkit com Page 77 of 86 MAX Data Collection Monitor DePick Pallet This screen is designed to back out any Lot that was picked in error Balance Point Technologies T Sel File Edit View Help c Ra r S WATSON amp 1 Enter the Sales Order SO Number MATE 2 Enter the Part Lot ID or ACME Serial ID to de pick L1ne 02 Del 01 Partid 3 F1 to process L1 Due Qty 0 Pick Qty 200 Item L Lot TO Stock MSI F6 order Pick lt Ship Pallet Balance Point Technologies T Sel Fil
13. zMAXDB ExactMAXSAM MAXDE gt zMAXLICPATH c EXACT RMServer LIC lt MAXLICPATH gt lt MAXSERVERPWD gt 41 4 55 w MAXSERVERPWD gt lt MAXSERVERUID gt dv lt MAXSERVERULD gt lt WINDOWSSECURITY gt False lt WINDOWSSECURITY gt lt PASSWORD gt CYCLONE lt PASSWORD gt lt MDCM_DATASETTINGS gt lt MDCM_OTHERSETTINGS gt lt SMTPSERVER gt smtp yahoo coms SMTPSERVER gt lt SERVERPORT gt 25 lt SERVERPORT gt lt SMTPUSER gt tedcruzf yahoo com SMTPUSER gt lt SMTPPASSWORD gt mefirst lt SMTPPASSWORD gt lt TESTFROMEMATL gt mrubio gmail com lt TESTFROMEMAIL gt lt TESTTOEMAIL gt rpaul yahoo comz TESTTOEMAIL gt FULLQUEUESIZE 508 FULLQUEVESTI E gt lt SCREENSEXPORTFOLDERSC HUH lt SCREENSEXPORTFOLDER gt lt TRIGGERSEXPORTFOLDER gt C Projects MDCMS S MDCTools 2611 MDCMTools bin TriggersExport lt TRI lt MDCM_OTHERSETTINGS gt MDCM SETTINGS www maxtoolkit com Page 85 of 86 MAX Data Collection Monitor Local Navigation and Site Key settings are contained in an XML document within the Tools Settings folder BPTelnetServerSettings XML BPTTELNETSERVER SETTINGS LINETERM LINETERM lt SITENAME gt BPT ETOWN lt SITENAME gt KEYCODE 830 821 9 KEYCODE F1 F1 F2 F2 F3 F3 FA lt F4 gt F5 F5 F6 F6 F7 F7 F8 F8 F9 F9 F10 F10 lt F11 gt 23 lt F11 gt lt F12 gt 24 lt F12
14. Balance Point Technologies Inc assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual Neither Balance Point Technologies Inc nor anyone else who has been involved in the creation production or delivery of this documentation shall be liable for any indirect incidental special exemplary or consequential damages including but not limited to any loss of anticipated profit or benefits resulting from the use of this documentation or sample code License Use of this product is covered by a license agreement provided by Balance Agreement Point Technologies Inc with the software product If you have any questions please call Balance Point Technologies Inc at 847 784 8270 Publication March 31 2014 Date www maxtoolkit com Page 2 of 86 MAX Data Collection Monitor Table of Contents Installation eee eee d MOGUO LEER d Iz Teil 110 ERR D Eeee 6 O 7 l 7 FA UTS ENTE T T Em 10 STELAST 0 ERE HO 10 erenn L Tee le E 13 Hardware Seti nS e eee eee 19 TT 20 note g 1a opin eE Ei Mm 28 Jene TR AVS ACTOS EET 30 CII GS OD Labor cles 64 Shop Floor TransachonS eseuecetusistusststistumistucintundetusisusisusiivandsitvintuncfsduusdstasidtud
15. Before Process T Prod Lot Backflush n Prod Lot Back Flush click this option to perform a component back flush using the Produce Lots screen 93 Shipping Settings Skid Re Use Days if you are bf MAX Data Collection Parameters using Order Picking this parameter is used to establish a General Options ARS Kanban Labor Lot Serial Shipping Repetitive User l Skid Re Use Days 10 Use Customer Part on BOL Ship time interval In days between Skid GA Account Random Serial Numbers Not in a range uses of a sequential Pallet ID Aw Eog Sistas 6 Skid G L Account an entry in Allow Credit Hold i Allow Over Ship this parameter will cause an Allow Quarantined E x Allow Expired automatic entry in the GL Account l l table for a new Pallet Account BOL Ship Conversion Factor 1 P Default Pick Type Code when picking an sales inin order If left blank the table will ANE F not be updated Sub Contract Label Trigger Sub Type F Allow shipment of parts with an Engineering status of 4 Allow shipment of parts with an engineering status of 5 Allow shipment quantity gt ordered quantity Allow shipment of quarantined lots Allow shipment of expired lots Allow shipment of Credit Held Customers BOL Ship Conversion Factor quantity scanned will be divided by this factor screen 143 Use customer part screen 143 Label Trigger Sub Type
16. Count 2 Hold Start Screen Yes Broadcast Y All Labor Switches Update Time Ticket Yes Disconnect A TRA GLFief MAX Excess Op 1 Labor Auto Logout No p was schedule closed at 16 06 and will restart at 18 06 4 User Screen Security toggle this switch on to activate user screen security This will allow setting rights by EmpID to each screen See the ScreenShaper utility for setting the individual rights 5 Hold Start Up Screen if checked the monitor will not disconnect a client when the startup screen sits idle for five minutes 6 Error Beeps set the number of beeps to sound when an error occurs www maxtoolkit com Page 13 of 86 MAX Data Collection Monitor 7 Display Screen IDs on Screen displays the Screen ID with the name in upper right hand corner of screens 8 Disable Triggers prevent Trigger processing 9 Write to Audit this option will cause an audit of transactions to be written to CUSTOM BPT MDCM TGATEDET 10 Run Triggers in Batch set this switch on if you want to run Trigger processing on another machine in order to separate label document processing from data collection for better performance This option will require installing the IBIMDCM application which is available as a download from the support site 11 Time Out Interval enter the number of minutes that an operator can remain idle before being logged out An entry of zero here will disable the Time Out interval 12 Decimal places ente
17. LiDl Part Top 11888 D 12188 D 13888 D 1318B D 13998 D Fa Next lil Could Build Balance Point Technologies Tel B Ele Edit View Help CompInquiry S WATSO PrE could Build O Comp Qty oz 1000 SALT 0 SEEDS 983 SUGAR 983 Lowest SALT F4 Next sm www maxtoolkit com Enter Work Order number to display a list of open requirements Enter a part to see it s first level components and how many of the entered part could be built Currently this inquiry does not explode phantoms or pseudos Page 63 of 86 MAX Data Collection Monitor Labor Transactions Labor Menu File Edit Options View Transfer Help Lbr In Out 1300 B1G5 Fiter Crew Indv Login Indv Logout Crew Logout Group Login Group Logout Job Progress Time Attendance Post Logout F10 Login w WC amp Q F11 Logoutw Setup F12 WC Queue F5 Back lt File Edit View Help Labor S WATSON work Order Seq Number 0010 PartID L1 Desc LOT TESTER EmpID 1E HN StartTime 11 51 Fl OK F5 Back Use the assigned function key to display the screen for a particular inventory transaction 4 Enter the work order number If this is an indirect activity enter or scan an indirect code which has the format IXGGG where X is a valid indirect account entry in MAX and GGG is a valid GLRetf Enter the sequence number If indirect this field is skipped Enter the employee assigned to
18. PO Receipt F2 PO Receipt Part screen for a particular inventory transaction F3 HI PO Receipt F4 PO Recipt Enp 1 Enter the Purchase Em RTEE 01 01 Fie Edit View Help Order Line and Delivery Part TD Rec PO S WATSON Dashes may be part ID embedded or not Computer LSI 2 The part ID will be display LOT SERIAL TESTER for confirmation Depending on whether serial ID the part is under Lot M as EA and or Serial control the Labels Ref Naam cursor will stop at the Inspect next input field UDK BRE 14 NN 3 Enter Lot and or Serial ID EN 9 1 ee as required GLref Qut J 4 Enter the quantity 5 Enter the to location or select from the location help screen F3 to view If the Display Location switch is on the Location location help screen zone can be inserted after the Stock ID Either o process 9 screen format will work The Reference input filed is optional on this screen and can be removed if necessary It can be added back if needed using the ScreenShaper tool as long as it is placed in the last position on the screen Note a Receiver document and material label will print to their assigned printers www maxtoolkit com Page 33 of 86 MAX Data Collection Monitor Receive NI Purchase Order Balance Point Technologies Tel SEE File Edit View Help Rec NI S WATSON PO 780070 02 00 Rstr SALLY JO Description WHERE AM IBMEMEE Due 188 Quantity GLRe
19. SID 18 Loc OnHand SID 17 BOTM Inquiry amp ID 1 amp Tran Finder 5ID 22 Issue Prod SID Z3 Tag Count SID 24 Inquiries SID 25 Adjust SID 26 Shop Fir SID zT Shipping Exporting to C Projects 2011 MDCMS S MDCTools_20171 MDCMTools bin screenseE a www maxtoolkit com Page 8 of 86 MAX Data Collection Monitor Triggers Backup exports the triggers to an XML document called DIEG XML E Export Trriggers to XML C Projects MDCM5 5 MDCTools_2011 MDCMTools bin TriggersExport lt lt Exporting to C Projects MDCMS S MDCTools_2011 MDCMTools bin TriggersExportMDCMTriggers C Projects MDCMS5 5 Triggers Madico MDCM Finishing rpt CutePDF Writer C Projects MDCMS5 5 Triggers iabel rpt CutePDF Writer C Projects SpecraiMMDCM_SR MDCM_2014_SR TriggerRPTS ProdLabels8SQ_ C Projects MDCMS5 5 Triggers TestLabel rpt Canon MP620 series Printer C Projects MDCM5 5 Triggers iabel rpt Canon MP620 series Printer C Projects MDCMS5 5 Triggers TestLabel rpt CutePDF Writer C Projects MDCMS5 5 Triggers iabel rpt CutePDF Writer C Projects MDCMS5 5 Triggers TestLabel rpt Canon MP620 series Printer C Projects MDCMS5S 5 Triggers iabel rpt Canon MP620 series Printer C Projects MDCMS5 5 Triggers iabel rpt CutePDF Writer C Projects MDCMS5 5 Triggers label rpt CutePDF Writer HPF271B0 HP Photosmart Premium C309g m LN NT www maxtoolkit com Page 9 of 86 MAX Data Collection Monitor Parameters ScreenShaper The monit
20. Start Mu oar eaten Remove With Delimiter serial ID in the Hardware tab of the Tools application Befor Use After Last Delimiter The Scanner Prefixes can be used to ignore specified characters at the beginning of a field to require that the characters are at the beginning or to require that the characters are not at the beginning ocreenShaper on each screen which requires the prefix processing designate the specific fields and the prefix to look for by double clicking and entering the appropriate Field Identifier I MDCM Screen Actions Shaper Start Up 1 ExactRM DC LOGIN User Security Navigation Same 0 This Screen Only m All None ID Screen Description 49 Rec PO by Part Password 16 rows by 20 columns 0999 CRAIG JENNY 1000 ROOSEVELT TEDDY 1001 JONES TED 1002 JONES BOB 1003 O KEEFE GEORGIA 1004 WILDER THORNTON 1005 NAZIATKA HAPPY 7 1006 JONES JOE 1100 WILSON WOODY C 1101 NADER RALPH o 11010 BOOP BETTY 1102 HAHN SAMANTHA 1104 JACKSON 1105 JONES LARRY www maxtoolkit com 15 x vl SELECTION PROPERTIES Display All None omite JOE C N C Lot ID Underline iv Input Field Data Type Number Password v Reverse Video Display Alphanumeric String Field Identifier Part lD C SerallD Remove OK C Quantity Pur
21. date a Days how many days back to look b Time a daily cutoff after which a new PO is created Scan can include a Stock location after the part separated by the delimiter Create Mfg Orders Maximum Mfg Orders Open Allow Mfg Quantity Override Maximum Transfer Alerts Allow Alert Qty Override Label for Part Stock ROP e g bin size Page 15 of 86 MAX Data Collection Monitor T A GL Ref and ATC Account Type Code used by the Time and Attendance function to assign Labor Settings account d MAX Data Collection Parameters E T amp A records ISPAID 43 value Y Or N Hardware Settings EmpD s Software Settings stock Browse Auto T amp A Enter if checked the T amp A Screen will Login Logout automatically when the employee ID TAGLRe TAGLATC is entered without hitting F1 Mark T A Record as IsPaid B TET Require Supervisor password for labor time Auto T A Enter lt ReWorkWC larn change When this is checked the cursor will skip Se Tp pni NENNEN over the time fields unless the supervisor password Labor AutoLogout with Login v d has been entered Update Time Ticket Table m m T Labor AutoLogout with Login if this option is I F checked Logging in to an operation or indirect p MM F Reset Complete Qty when Over Allowed T activity will log the individual out of all current TETE E M mU m activity otherwise if their Employee Master Privilege ERE p IV n z
22. display 6 Enter the quantity A single beep will occur to indicate a quantity greater than required Serial ID Req UOM 0H K6 5 5142 I Qtu ll Der SEEN 7 F4 to skip to the next component F1 to process the transaction Issue Order Sadatece Paint Techroiories Tol 1 1 Enter the Shop Order Iss Ord S WATSON 2 Enter the quantity The due quantity will default shop ord EN 3 Enter the from location or select from the Qty location help screen F3 to view location help screen Enter a location here if you are From Loc using a WIP location to issue all components from otherwise leave blank to use each components default location 4 F1 To process the transaction Refer ae F1 OK F5 Bck www maxtoolkit com Page 43 of 86 MAX Data Collection Monitor Issue to Subcontract PO Balance Point Technologies T Sele 1 Enter the 10 digit PO Line Delivery File Edit View Help IssSub S WATSON subPo HIP ETT Comp ID SCA Lot ID Serial ID Req UOM OH EA 944 Issue Qty tie Ref Eu www maxtoolkit com Enter the component part number Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as required Enter the from location or select from the location help screen F3 to view location help screen Required quantity will display Enter the quantity A single beep w
23. gt lt ESCAPE gt lt ESCAPE gt lt BPTTELNETSERVER_SETTINGS gt www maxtoolkit com Page 86 of 86
24. screens Each screen contains a fixed number of input fields which are displayed in a fixed sequence Users can change labels and field attributes Re arranging of fields is allowable as long as the sequence on the screen does not change left to right top to bottom Fields can be hidden by first removing and then adding back with a length of 1 and no display attributes turned on Password checked means that the user has to enter the system password before being able to use the screen www maxtoolkit com Page 10 of 86 MAX Data Collection Monitor Adding and Modifying Fields 1 Adding highlight the cells with the cursor and hit Control E to add 2 Modifying double click on the existing field to display the field properties dialogue 3 Field lengths can be changed by first removing the field and then highlighting cells to the required length and adding the field back Field attributes a SELECTION PROPERTIES Display Field Attributes fields are maintained by double clicking on the highlighted field Some fields may be labels only and others are for entering data Password 2 0 8E 17 Mice ON M Fields that are display only as well as entry fields must be designated as Input so that iw Input Field their values can be set or recognized Do not remove this attribute from existing fields Data Type Number Alphanumeric String Field Identifier The Data Type attribute can be used to filter input char
25. the scan will display plus the part scanned Lot Viewer this screen is used to display Lot information Balance Point BEI Fie Edit View Help LotView F MULDINE Enter the Lot ID and the Part ID LOT CONTROLLED Tt H Chelf 10 Serial Inquiry 100 Balance Point Techn TAX TESTER 4 File Edit View Help ERERERERER Serial Inq S WATSON s Enter Serial ID EEEERREREEERE 03 13 2002 to display 0570172002 information LOT SERIAL TES about an Stk FGI existing serial Lot TIM400 number Exp ui Ld Quar N Created 29 2005 Lst TNX 08 01 05 Order 500085 www maxtoolkit com Page 60 of 86 MAX Data Collection Monitor Order Line Viewer this screen is used to display Lot information Purchase Order Balance Point Sie File Edit View Help OrdLines F 1000 Order 700009 LustVend 200 Liv Part 0101 13800 Due 14 0201 13000 Due 88 02 13000 Due 100 0301 12100 Due 10 0401 Gl Due 25 0501 L1 Due 43 Li Due 90 Enter any valid six digit MAX Order to see a list of line items gt F4 Hext Work Order Balance Point Technol zle File Edit view Help OrdLines F 1868 Order 3ppgg3 CustUend LiDl Part Top 1188B D 5 4637 12188 D 6 2662 13808070 6 8929 13188 D 6 6172 13998 D 6 6172 Sales Order File Edit View Help OrdLines F 1LO00 Order LustVend 400 Libl Part 11000 Due 100 G Due 625 GA Due
26. to maintain Employee ID s if you don t have the MAX Labor Tracking module Passwords can be entered if you are using an optional Login screen that requires a Hardware Settings EmplD s Software Settings Stock Browse Employee ID List Allowed Screens Screen Level Secuity is on 1000 ROOSEVELT TED ScreenlD Description EISENWAUER TKE iow MDCH Main Menu passwo rd 1400 FENDER FREDDIE Main Menu 1500 JONES TOM Receipt Prod Rec Pallets Rec PO Labor Tracking Status Employee ID 2013 10 24 132523 A First JOAN pet rr A list of currently open work orders or indirect Paseword activities will display If the NumOpen field in Een Rate the Employee Master does not match the m actual number of open orders retrieved the ES Reset NumOpen button will be enabled L2 a Clicking on this button will reset the Numopen field for the selected employee Note this only applies to Labor Tracking Parameters Stock Browse Hardware Settings EmpiD s Software Settings Stock Browse Location ID s This maintenance screen IS used to enable the Stock ID Browse function The browse function allows a user to hit a function key to see a list of selected Stock ID s with one character codes assigned to them Entering the code selects the stock ID The code is entered in the Location ID s Stock ID MISCELLANEOUS OVERFLOW MISCELLANEOUS OVERFLOW HUH4 MISCELLANEOUS OVERFLOW
27. 00 DRC ee rr If not setup then uc E 3 Enter the produced quantity if any QueueQty 0 4 Enter the scrapped quantity if any Prod Qty 5 Enter a defect code if there is scrap cue ie 6 Change time as needed iu 7 F1 to Logout Logout 09 07 Fl OK F2 Clr F5 Bck lt gt Crew Labor Logout this screen is used to logout all of the operators currently assigned to the selected work order operation sequence c EE IL iue EE 1 Enter the Work Order and the Operation Crew Out S WATSON Sequence A list of currently logged in EmplD s will be displayed work order RUUME 2 F1 to Logout everyone Seq Number eU 11000 1000 Fl OK F2 Clr F5 Bckg LC AIT gt www maxtoolkit com Page 66 of 86 Balance Point Technologie BHE File Edit View Help BrpIn S SMITH Start Iib 00 FI UK F5 Back xL MAX Data Collection Monitor Group Order Login this screen allows you to quickly login to multiple orders up to ten The employee will be logged in to the first available operation of the order entered Uperat ion BURN 24 Hour Burn In BURN 24 Hour Burn In F INQR F INAL EE TP BURN 24 Hour Burn In FINQR Final Inspection PRCK Pack and Ship FINQR Final Inspection EHS BURN www maxtoolkit com LO N Enter the Employee ID Enter the Work Order Enter the time O process the transaction 1 Enter the Employee ID 2 Enter the Work Orders and operation sequences The operation descrip
28. 4 500019 500021 500022 500023 500009 500012 500026 500027 500028 500029 amp 3 Lug 12 10 02 10 98 02 10 9 02 10 02 10 2 25 uz z5 9 02 27 9 02 27 U er 02 27 www maxtoolkit com Balance Point Technologies Teln Computer Order DueDte 200137 200145 200147 200151 200151 200151 200154 200163 05 12 07 05 Ur 7 08 04 08 04 08 04 08 11 08 14 08 15 37 08 15 Balance Point Technologies Teln 08 15 Part WOS S WATSON Prt BII Computer Order 500019 500020 500021 500022 500023 500026 500027 500028 500029 500030 500031 DueDte 02 17 02 17 02 17 02 17 02 17 03 05 03 05 03 053 03 05 03 05 03 08 DueQty 9 JE EG Enter a Part ID to display the requested details in date sequence F4 to page Page 59 of 86 MAX Data Collection Monitor So Verify this screen is used to display a status for a sales order line and to verify a scanned part gt Balance Point Technologie mea File Edit View Help SO WerifyF MULDL Enter either Sales Order Line delivery or just the six digit Order If Intel Corporation just the Order is used parts can be Prt 11000 verified randomly for the order Powerserve 2200 Ms otherwise they are verified for the entered Line Delivery only STK MSI LU erity Part scan the part to verify If the part is not Part Matches valid 3 beeps will be sounded and the message line below
29. 44 44 AM ft S cUGOOO0 Setting Value 7 Active Users General Switches TER oS ee METTI T E Use Screen Securty No EISENH 127 0 0 1 IP Address 000 000 000 000 003 I EISENH 127 0 0 1 Screen 028 Part Order Time Dut Interval n 004 T 1300 127 0 0 1 Screen 094 Part 13000 Order E 4 O05 T 1400 127 0 0 1 Screen 103 Part order 20000233 ETE aa O06 T 1500 127 0 0 1 Screen 002 Part Order SEPAN P S eee Ma 007 R NADER 127 0 0 1 Login Enable Transaction Audit No Scheduled Database Clase Time 22 00 Scheduled Database Close Durati 0 Error Beep Count 3 H kk tat Screen Yes Maximum Cheat Count 25 Display Screen CN No ideas o N Disable Triggers is EI Ma S Labor Switches a Disconnect AT Update Time Ticket Ma TA Lael T amp Screen Loads Tit ATC A BERENE T amp A lsPaid Mo TAA Auto Enter Tes H NADEH 0 UG Lot Viewer E The monitor will display a list of active users in the box to the left and will show the current parameters settings to the right The parameter settings are display only They are maintained using the MDCM Tools Toolbar menu 1 Activity a Close MAX closes MAX data connection and closes all MAX functions b Open MAX re opens the MAX data connection and MAX functions c Enable MAX Error Message Display primarily used to trouble shoot why a MAX transaction may not be responding Changing this setting requires a refresh to take effect When in af
30. Balance Point Tech Sele File Edit wiew Help Enter the ID 1ERTT Component Hetal T6861 125 Part ID Parent Qty 12299 12218 18 A list of 12258 H immediate parents will displayed Transaction Inquiries Summary 1 line per transaction Detailed 2 lines per transaction Balance Point BAR File Edit wiew Help TRAN DETAIL F 1000 File Edi view Help Tran Finder F 1000 Date 107 09 02 E LL rd Prt t RR E 1 YOOU06 13000 1 50222401 x AUD 465 71 UU AUD 465 71 UU EMI R123456 50022276G 5 E R P E p UU 20 E 50022200 FOO046 G1 5 5002220 7D00060 13100 1 RMI R P 700060713100 R 700046 G1 25 R R F4 Dn F amp Dte Fb5 Bck gt www maxtoolkit com The current date will be initially displayed Hit enter to view the history A list of transactions will be displayed in reverse sequence from last to first for the currently logged in EmpID to scroll F6 will decrease the entered date by one day will increase the entered date by one day Enter a PartlD and scroll backwards using by Part Balance Point Tech Sele File Edit View Help Prt Lal LOT CONTROLLED TEST Code R Date 82 85 83 19 46 Ordr 7999999191 Qty 1 Stk CON Locn Ref User 18g Opsq 188 Rev Delt B Run 8 Fd Next Page 57 of 86 MAX Data Collection Monitor Part Inquiry Balance Point Technologies BHA File Edit View Help Part T JONES
31. Connection Values Copy MDCM Database Information From ExactMAX Server Company TIMSLAPTOP2013 Use Windows Authentication SQL Server Authentication Company Exact MAX Sample Company DataBase ExactMAXSAM MAX License Path C Exact RMServeriLic MAX Client Folder CAEXACTIRMCLIENTIEFW Test MAX Connection Cancel Apply Data Transfer Status Copy MAX Server with ExactMAX Database a Windows Security Or b Server User c Server Password 2 Company 3 Database display only 4 MAX License Path Copy MDCM Data to Another Company the screens and triggers along with several work tables used by MDCM reside in the MAX company database These tables can be copied from one database to another by selecting the source and destination companies Screens BackUp exports the screens to XML document MDCMScreens XML which can used as a backup and can be imported by placing XML document in the Tools folder SIS xl Export Folder C Projects 2011 MDCMS S MDCTools_2011 MDCHTools bin screensExport Source Screens Un Select All E RIS Ws marane 0 Ws ane 0 Rec PO T W soam SIS 13 me 5ID 1 ExactRM DC LOGIN 5ID 2 Main Menu SID 3 Inventory SID amp Transfer SID 5 Unplanned Receipt 5ID 6 Prod Rec Pallets SID T Rec PO SID amp CycleCount 5ID 8 Part Finder SID 10 Loc Help SID 11 Lbr In Out SID 12 Labor Login SID 13 Indidual Logout SID 14 Crew Qut 5ID 15 BroadCast
32. ET lt gt a Lot Maintenance Balance Point AAR File Edit wiew Help 1 Enter Lot and the Part ID The Quarantine Code Disposition UDF Key UDF Ref and Expiration Date can be changed for the selected Lot The Quarantine Code and Expiration LOT CONTROLLED date will be updated on all corresponding Part Lot M Shelf 10 records lul TESTER 4 KEREREEKE RERRERERERR 03 13 2002 0570172002 www maxtoolkit com Page 51 of 86 MAX Data Collection Monitor Kanban Processing Kanban process rules are maintained in the ARS tab of the Tools Administrator Utility Both the part ID and the deliver to stock ID can be scanned by separating the two fields with the delimiter defined in ARS tab Purchased Parts 142 ocan Part ID EUIS Order EIS Release Created Trigger K 1 sent w Balance Point Te File Edit View Help File Edit View Help ARS W WILSON ARS T ROOSEVELT KANBAN SCAN KANBAN SCAN 13000 0000016 12 01 was sent to v200 Purchase Parts 209 scan Part ID Quantity Purchase Order Line Release Created Trigger K 1 sent a Balance Point Tec Balance Point Technologies Telnet Client Ae S File Edit View Help File Edit View Help ARS T ROOSEVELT ARS T ROOSEVELT KANBAN SCAN KANBAN SCAN 13000 ate Quantity Quantity EN 70000016 13 01 was sent to v200 www maxtoolkit com Page 52 of 86 MAX Data Collection Monitor Manuf
33. ITH LOT SERIAL TESTER RecStk CON RecStk MSI Processing Lot ID umm 667 80 ON he Bons T aa Serial ID 104 20 NN OnHand OnHand EA 2 QtyRec Refer The Fast scan option is intended for one scan production reporting for serialized parts using MAX auto assign option or parts not under lot or serial control It will work with Lot controlled parts but requires the Lot to be scanned RHEFDES 15 will equal REPR or REPI and if there was a shortage will include 999 to indicate the quantity short If no inventory is found a zero Issue transaction will be written UDFREF 15 will equal the Parent part and a shortage indicated by DUE 999 2 2 2006 v rr 4 52 58PM Repetitive Production Audit List 2 2 2006 PRTNUM 15 USRNAM 15 INXCDE 15 INXQTY 15 INXTIM 15 REFDES 15 UDFREF 15 1 1000 R 1 00 163712 REPR 12100 1000 I 0 00 163713 REPI 1 S1 Duel 13000 1000 I 1 00 163713 REPI S1 1 1000 R 1 00 163729 REPR 12100 1000 I 0 00 163729 REPI 1 S1 Due 1 13000 1000 I 1 00 163729 REPI 1 www maxtoolkit com Page 48 of 86 MAX Data Collection Monitor Transfer 179 Transfer To Stock ID will default from Repetitive WIP entry Balance Point Techn File Edit View Help ranlowIP 3 WATSON Transfer Stock IDS automatically entered LOT TESTER From Stk MSI To Stk RMI LN 10005 SN UOM OH EA 98 Qty lB Refer PL666 UDK U5 UDR UG Accumulated Issues Balance Point Technologies Tel Sl
34. LDUN Ship Sales Ord F2 Change Location F3 Pick Pallet F4 DePick Fb Ship Pallet S0 PaperWork ShipeChg Stk Ship Prt lot F5 Back 4 Standard Ship Balance Point Technologi File Edit wiew Help Ship S WATSON Order 20002328 LIne Ol Del 01 Partid 13000 Lot ID Serial ID Due Qty 88 Ship Oty 10 Ref P L 300 A UDK BOL 776 UDR us erat it Pp lt u Use the assigned function key to display the screen for a particular inventory transaction Enter the Sales Order Line and Delivery Order Line delivery can be entered together in order field as long as the field has been stretched to twelve digits using ScreenShaper The part ID will be displayed along with the Due Quantity Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as required Enter the quantity The shipment with Lot s and Serial numbers will accumulate until you are ready to process O process the transaction Note this function can be configured to allow the Ship From stock ID to be changed on the fly This requires an alternate ship screen which is included with this module www maxtoolkit com Page 76 of 86 MAX Data Collection Monitor Change Ship From Location Balance Point Technologies T BRIEF File Edit View Help SO Chg S WATSON 1 Enter the Sales Order Line and Delivery
35. MAX Data Collection Monitor x B A E IN T LAN L F 5 Copyright 1999 bu Mich Johnson Sse r S a n Uu a Version 2014 WWW MAXTOOLKIT COM Revised March 31 2014 MAX Data Collection Monitor Copyright Manual copyright 2014 Balance Point Technologies Inc All Rights reserved Your right to copy this documentation is limited by copyright law and the terms of the software license agreement As the software licensee you may make a reasonable number of copies or printouts for your own use Making unauthorized copies adaptations compilations or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law Trademarks Microsoft Microsoft Dynamics GP and SQL Server are registered trademarks of Microsoft Corporation or their affiliates MAX is a registered trademark of Exact Software or their affiliates Unless otherwise noted all names of companies products street addresses and persons contained herein are fictitious and are used solely to document the use of this product Warranty Balance Point Technologies Inc disclaims any warranty regarding the sample code contained in this documentation including the warranties of merchantability and fitness for a particular purpose Limitation of The content of this manual is furnished for informational use only is subject Liability to change without notice and should not be construed as a commitment by Balance Point Technologies Inc
36. ME E t D ILLLLLLLELLLLI e r i a Note this feature requires the User Screen Security option to be selected with a check on the Parameters Software Settings tab Changing Screens generally input fields need to be present in the original sequence ocreens can be resized and fields moved or modified as long as the original sequence top to bottom left to right is maintained To move or resize a field first remove it by placing the cursor on a cell belonging to the field and double clicking to display the www maxtoolkit com Page 11 of 86 MAX Data Collection Monitor attributes form Click on the Remove button Then highlight the cells for the new location and length and click Control E to set the field attributes Note Screens in the 500 599 range can be added as internal menus for breaking groups of screens by function This same range of screens can be used for creating clones of existing screens by designating their function using the same as ID Bar Code Prefixes can be entered for Part ID Purchase Order Quantity Lot ID and al Escape Force Upper Case Scanner Prefixes Part ID Purchase Order Quantity Lot ID Serial ID Remove from Must Start With Beginning MAX Data Collection Parameters Line Feed Control e Carriage Return Default Carriage Return and Line Feed C Blank no line control Combo Scan Delimiter Maximum Connected Client Count Must Not
37. N Due Qty 83 EA ty ANNI To Loc FGI To Loc Ful zone z345 Refer f Refer THS Labels Labels 1 F1 0K F4 Iss F5 Bck T If the Display Location switch is on the Location zone can be inserted after the Stock ID Either screen format will work www maxtoolkit com Use the assigned function key to display the screen for a particular inventory transaction Enter the Shop Order 2 he Part ID will be displayed Enter to confirm Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as required Enter the quantity Enter the to location or select from the location help screen F3 to view location help Screen Enter a reference Optional Enter a quantity of labels optional will use Trigger D S O process the transaction If the back flushed components require a Lot and or serial ID the order issue screen will be displayed with the appropriate component information All non Lot Serial controlled components will be issued automatically Page 41 of 86 MAX Data Collection Monitor Production Receipt with Back Flush and Issue Stock ID lt Balance Point Tech OJEJ File Edit View Help This screen is a Production Receipt and Back Shop Ord 5000 5 Flush with the ability to designate an Issue From DR Stock ID for all of the components Lot ID The Issue From Stock ID can be se
38. Once the order has been identified and the part verified the operator will only need to enter the Lot ID being produced www maxtoolkit com Page 45 of 86 MAX Data Collection Monitor Production Receipt by Lot Balance Point Technologies Tel BHA Fie Edit View Help EE 1 Enter the Shop Order UTOR T 2 The Part ID will be displayed Enter to confirm Shop ord Kii Depending on whether the part is under Lot Part ID and or Serial control the cursor will stop at the L1 next input field EVE 3 Enter Lot the lot quantity will be automatically LS entered from the part master multiple quantity field Due Qty 100 4 The to location will be entered from the Stock ID Lot Qty 20 of the Work Order TO Loc MSI Refer TEDH 3 Fl OK F4 Iss F5 Bck wv ul gt The transaction will process automatically once the Lot has been entered If the transaction processed successfully the Lot will be blanked otherwise three beeps will be sounded If the back flushed components require a Lot and or serial ID the order issue screen will be displayed with the appropriate component information All non Lot Serial controlled components will be issued automatically Repetitive Production Report production without work orders Components will be issued from their default stock ID s based on the quantity per indicated in the bill of material Balance Point Tac BE File Edit View Help The Part ID will be displayed Enter the R
39. P address that you should use Once the connection has been made you will be prompted to Login using the Employee ID as a User When the Employee ID has been validated you will be presented with the main menu There are four categories of functions that are available depending on the current configuration Inventory Inquiries Labor Reporting Production Reporting Shipping The following are default Navigation keys F1 Process F2 Clear Screen and return to the top F3 Stock Browse most inventory screens F5 Go Back Delete will erase the current field depends on client device support Escape will function like F5 Login with Password to proceed to next screen after PIE entering employee ID The User ID is validated against the MAX Employee Master The MDCParams utility is used to maintain Employees ID s and optionally passwords File Edit View Help Login MAX Data Collection Operator 1000 Password E Login without Password Balance Point Technologies T TBR Fie Edit View Help MAX DC LOGIN Enter Employee ID www maxtoolkit com Page 28 of 86 MAX Data Collection Monitor 1 Use the assigned function key to enter the Main Menu Balance Point Technologies Tel KB File Edit View Help Main Menu S WATSON Inventory Inquiries Labor ShopFloor Shipping Labels Sys Password F10 Send Message F11 Select Printer GO TO F5 Back jj File Edit View Help
40. Point Technologies Telnet Clie SEE File Edit View Help BatchIN S WATSON 1 Enter the Order and Operation Sequence or WO Opseq Time BEES 17 22 Indirect code 2 Enter or change the time EmpID CALHOUN BEDROCK These settings will then be used for all the 1100 11000 employees that are entered 1200 1500 1600 BUCHOOO F1 will all entries out of current activities if the Auto DOYLOOO FREDDY L ie WESTOOO voUNO0OO ogout function is selected and into the new 1300 The screen will be blanked but the employee list can be retrieved on a subsequent login by hitting enter in the employee field with a blank value Job Progress This screen is an inquiry which shows the open operations by work order It can be used in conjunction with Labor Login screen 53 to login to the selected operation To activate this enter the screen ID in the F4 navigation line using the Screenshaper mal ai 1 Enter the Work Order to display the open F operation sequences for the job Work Order 2 Enter the employee ID and put any ue oe oe one character next to the operation to be logged i EASSY 0010 Y 995 into Ka BURN 0020 Y a FINQA 0030 N PACK 0040 N www maxtoolkit com Page 70 of 86 MAX Data Collection Monitor Work Center Queue This screen is an inquiry which shows the open operations by order It can be used in conjunction with Labor Login screen 53 to login to the selected operation To activate this enter the scre
41. S5 5 Triggers abel rpt DefPrinter CutePDF Writer CutePDF Writer CutePDF Writer Canon MP620 series Printer Canon MP620 series Printer CutePDF Writer Canon MP620 series Printer Canon MP620 series Printer Canon MP620 series Printer Canon MP620 series Printer Canon MP620 series Printer Canon MP620 series Printer Canon MP620 series Printer CutePDF Writer CutePDF Writer User Trigger Printers IZ p p p p p p p p p p p p p p pees Email Settings c ERN The Type and SubType columns uniquely identify the MAX transaction following the conventions established by the MAXUpdate interface with the addition of some special purpose codes Any defined transaction can have multiple entries in the trigger table and will be processed in sequence when the first character of the field matches the define transaction This will require the SUB Type field in the Trigger tables to be more than one character The Triggers table at the top of the form identifies a Crystal report file to be run and which printer will be used as default The Users table at the bottom of the form identifies by User ID a user specific printer EmpiD Type SubType DefPrinter 1000 ROOSEVELT TED v Canon MP620 series Printer 1100 WILSON WOODY D CutePDF Writer to use by Transaction Click on the DefReport column to bring up a file MANAGER PERCY TIMSCHELL TIMSCHELL Print L ueue Full Queue Size 1000 Send To On
42. T SERIAL TESTER StockID MSI Lot ID HP6 00 M RN S N 300999 7 00 iii OnHand EA Ref TREF a Qty i EEMNNENENEN File Edit view Help Unpliss 5 JQNES www maxtoolkit com ae oem Enter the part number Enter the quantity Enter the to location or select from the location help screen F3 to view location help screen Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as required If the quantity is greater than 1 and the part is under serial control a range of serial numbers will be used starting with the one entered Reference is optional Enter quantity transaction will process Enter the GLRef Required Enter the part number Enter the quantity Enter the to location or select from the location help screen F3 to view location help screen Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as required If the quantity is greater than 1 and the part is under serial control a range of serial numbers will be used starting with the one entered Heference is optional O process the transaction Page 32 of 86 MAX Data Collection Monitor Purchasing Menu Balance Point Tech SEE File Edit View Help Purchasing F MULDUHE Use the assigned function key to display the Fl Std
43. Tec L 92 File Edit View Help Transfer S WATSON From stk Cl Part ID 13000 TEST UNIT 24 VO Lot ID Serial ID Qty 10 UOM OH EA 126 Stk ID MRB Locn If the Display Location switch is on the Location zone can be inserted after the transfer to stock ID Either screen format will work www maxtoolkit com Use the assigned function key to display the screen for a particular inventory transaction In order to use the Adjustment Cycle Count and Purchase Order Receipts functions a password must be entered on this screen This password is maintained from the Monitor Enter the from location or select from the location help screen F3 to view location help screen Enter the part number Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as required Enter the quantity If the quantity is greater than 1 and the part is under serial control a range of serial numbers will be used starting with the one entered Enter the to location or select from the location help screen to view location help screen O process the Page 30 of 86 MAX Data Collection Monitor Transfer Accumulated Batches used especially for transferring a batch of serialized or lot controlled parts Balance Point Technologies Tel BEES View Help AccumTrans S WATSON Un Planned Receipt Balance Point Technol PEE
44. X Blank Tags F2 Assigned Tags F3 Tag Part Quick SN Total Tags Lot Ser 1 Enter the part number 2 Enter the Stock ID or select from the location help screen F3 to view location help screen Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field 3 Enter Lot and or Serial ID as required 4 Enter the count Or recount if the count has already been counted 5 The Tag number will display 6 EI To update the Tag count Exo WAJRA Cd N Use this screen to assign the tag number based on the unique part location and Lot Serial if required The zm operator does not refer to the tag number www maxtoolkit com Page 37 of 86 MAX Data Collection Monitor Pre printed Tags Balance Point Tech Seles File Edit view Help Tag Count F 1688 Emp 1888 Tag Prt 11688 Dsc COMPUTER Loc FGI Blank Tags by Tag Part Balance Point Technolog PEE File Edit View Help Tag Count gt SAM EnpID 1 MN lag SISIR ISP Pt 5 ARR Metal SST Sht 5 Locn RMI Lt ABC SN Count LH Recount NAM ExpDate IST U Code N S T www maxtoolkit com 1 Enter the Tag ID and the assigned Part Stock ID Lot and or Serial will display 2 Enter count 3 F1 to process 1 Enter the Tag ID and the assigned Part Stock ID Lot and or Serial will display if already assigned otherwise the cursor will stop at the Pa
45. a Collection Monitor Crew In Out TTE IUS Telnet 127001 Any employee ID can be used as a File Edit Options View Transfer Help Ke es se e GSA mz en us 2 Crew as long as it is not already in Crew Login T ROOSEVE a crew itself Status Out Add or remove crew members by entering their employee ID s Crew Members 1100 1200 1400 Fl Clear Crew Using the Crew to Login Logout Enter the Order OpSeq to Login E7 Telnet 127001 JA I ERE X s Telnet 127001 AE ES File Edit Options View Transfer Help File Edit Options View Transfer Help alel e eiel A wz en ps alel e eiei A wz en ps Crew In Out T ROOSEV Crew In Out T ROOSEV Status Status Crew CREW1 Out Crew DD In Order Order OpSeq iy OpSeq 500000250010 GoodQty i GoodQty ScrpQty ScrpQty DefCode DefCode Elapsed 0 Elapsed 0 Crew Members 1100 1200 1400 1100 1200 1400 Logged In 3 4 n To logout enter the Crew and the quantities and hit F1 to logout all crew members The quantities entered will be divided up among the members If a crew is actively logged in when a member is removed or add that member will be logged in or out as applicable www maxtoolkit com Page 69 of 86 MAX Data Collection Monitor Batch In The purpose of this screen is to accumulate up to 16 employees to be logged in to the same order and operation Balance
46. acters fe N A C Part ID Quantity C LotID C SerallD C Purchase Order Remove OK Field identifiers can be used to specify a prefix to look for scanning this field Prefixes can be entered on the Hardware Parameters tab This can be used for AIAG compliant labels with prefixes in the bar codes Screen Level Security 10 Actions Start Up 1 ExactRM DC LOGIN User Security __ Navigation 0 This Screen Only All Screens ExactRM DC LOGIN a AB Meme 02 Main Menu 0999 S 1000 ROOSEVELT TEDDY 1001 JONES TED 1002 JONES BOB 1003 O KEEFE GEORGIA 1004 WILDER THORNTON 1005 NAZIATKA HAPPY 1006 JONES JOE 1100 WILSON WOODY 1101 NADER RALPH 11010 BOOP BETTY 1102 HAHN SAMANTHA User Security this function allows you to designate which users have access to each screen A user is given access to the current screen by clicking on the check box to the left of the EmpID CRAIG JENNY Global Setting by Screen Rights can be granted or removed for all users to the current screen Unplanned Receipt 06 Prod Rec Pallets 07 Rec PO 08 CycleCount 09 Part Finder 10 Loc Help z 11 Lor Oat a Global Setting all Screens Rights can be granted or revoked for all screens to all users ID Screen Description 4 Transfer Password 16rowsby20colums KIKIKI K KI KI KI KKI KI K K gl slnl 1 ofc m ME
47. actured Parts 82 scan Part ID Quantity shop Order Created Tigger K 2 sent w Balance Point Tech hE a Balance Point Tech m File Edit View Help File Edit View Help ARS Mfg T ROOSEVELT ARS Mfg T ROOSEVELT KANBAN SCAN KANBAN SCAN 11000 p e 2 Qty Hm 50000011 created Transfer Alert material needed on the floor 83 Scan Part ID Quantity Alert Trigger K 3 sent Fx w Balance Point Tec 5 me Sum N Balance Point Tec Ele Edit View Help ARS Alert T ROOSEVEL File Edit View Help ARS Alert T ROOSEVEL KANBAN SCAN E Cy ii KANBAN SCAN 13020 Qty Mi able Ethernet 13020 Alert Created www maxtoolkit com Page 53 of 86 MAX Data Collection Monitor 2 16 2009 1 51 15FM 0 d Al L Cal 7p c ba c www maxtoolkit com Kanban Transfer Alerts 02 16 08 PDESC Re quested Cable Ethemet 24 00 DeWerToa RMI 1000 Page 1 of1 T ROOSEVELT Page 54 of 86 MAX Data Collection Monitor Inquiries Inquiry Menu Use the assigned function key to display the a Balance Point Techn Ed screen for a particular inventory transaction a Balance Point Techno Joe File Edit View Help Inquiries B WATSON File Edit View Help Inquiries 5S WATSON Part Finder Stock Part BOM Where Used Tran Hist Menu Part Part Lot SN OH Part Lot Part Stock F10 Lot viewer Fll Order Details
48. al ID Ref LERIU SM IS UDR T www maxtoolkit com Enter the part number Enter the Stock ID or select from the location help screen F3 to view location help screen Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as required Enter the quantity The quantities and if applicable the Lot and Serial Numbers will accumulate until you are ready to process the transaction F1 To process the transaction Enter the part number Enter the Stock ID or select from the location help screen F3 to view location help screen Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as required Enter the quantity The quantities and if applicable the Lot and Serial Numbers will accumulate until you are ready to process the transaction Enter the GLRef Required Enter a Reference optional F1 To process the transaction Page 36 of 86 MAX Data Collection Monitor Physical Inventory these functions will update the MAX Physical Inventory tables Tag creation Reconciliation and updates to inventory will be done from within MAX A Balance Point Technologies BEES File Edit View Help Tag count B wATSO gt The Tag Count Menu allows you to select either blank or pre set tags depending on how the tags were generated in MA
49. ance this form functions as a simple Time Clock for recording time and attendance by opening an employee work record at login and updating the record with the elapsed time at logout Only the employee ID is entered and depending on whether the employee is currently logged in or not when F1 is pressed a login or logout will take place Login Logout Balance Point Technologi fs BI 1 Enter the Employee ID The current status SEE of the employee will be displayed a a NISEN 2 F1 to Login Logout depending on Enid M current status S WATSON You are currently logged In Start 21 38 00 Finish Time 1000 Logged In F4 who Is Here Fle Edit View Help Enter the Work Center to see employees with vork center EMI a matching default Work Center or enter blank 1000 WATSON SALLY to see all employees who have logged to Doyle Jenny HEMSON DENBO Time amp Attendance JACMAN HUGH QUINCY FRED EST1200 T SMITH TESTER HANKLE BILLBOB PAGE SETH HALIDAY BIILIE F4 Next 4 TIT www maxtoolkit com Page 72 of 86 MAX Data Collection Monitor Post Order Logout this screen records production information using only this logout function Elapsed times are calculated based on the last action that the Employee recorded This screen works in conjunction with the Time and Attendance screen 44 which is used to record the beginning and ending of a day or entering and leaving the premises 1 The em
50. chase Order Page 12 of 86 MAX Data Collection Monitor Software Settings Site specific settings are maintained by clicking on the Parameters tab of MDCM Tools E MAX Data Collection Parameters Ey Hardware Settings EmplD s Software Settings Stock Browse General Options ARS Kanban Labor LovSerial Shipping Repetitive User The Software Settings Tab is used to enter S user defined parameters which will be NONE sit used for custom functions and settings ng z s which affect how MDCM will run Duration in hours 0 Use Screen Level Security Hold StartUp Screen Vv PO Expire Date Required on Reference Default PO StockID RECDOCK S u b fo rms wi b e d i S pl ay fo r Error Beeps Use UDK For Label Qty on PO Receipt 4 Display Screen ID on Screens Use GLRef for Disposition on PO Receipt E NUT ES i G ene ral Disable Tri rs Write to Audit Table Clear Screen on PO Receipt ARS Automated Replenishment Run Triggers in Batch enden parameters and ip Over pa ecei E S Time Out Interval 0 PO Inspect StockID 1 acl Labor Tracki Ng a Decimal Places 0 PO Inspect StockID 2 Lot and Serial Default RMA GLRef PO Inspect StockID 3 CON S h i p p i n g Quarantine Receipts to Production Orders xan Default Prod StocklD Prod Label Stock ID Re p etitive ee Default B F S
51. ction Monitor Purpose flexible input screen will accept either fully qualified order line delivery or order then part ID Serialized receipts are accumulated Screen 189 Balance Point Technologi PESE Balance Point Technologi PESE Enter either the fully EWTN E EET Order Line Delivery ec B HANKL ec B or the Order then the Po 780027 BI PO 80027 01 01 Dp art Part ID Part ID o LOT SERIAL TESTER Lot ID Lot ID Serial ID Rec Qty Stk ID MSI Ref Scan Serialized Parts Balance Point Technologi mE File Edit View Help Order Complete Balance Point Technologi ud m x F1 to process ee ee accumulated serial Rec PO B HANKLE Rec PO B HANKLE PO 80027 01 01 PO 80027 01 01 numbers creating one L2 EE oa entry in Transaction LOT TESTER Order Complete History Lot ID Lot ID TIM8 TIM8 Serial ID Serial ID Due Qty 90 Rec Qty 3 Stk ID MSI Ref 11 09 05 Due Qty 90 Rec Qty 90 Stk ID MSI Ref 11 09 05 www maxtoolkit com Page 35 of 86 MAX Data Collection Monitor Cycle Count Balance Point Technologies T PEE File Edit view Help CycleCount F 1000 Serial ID E Qty Tot Qtu 567 Ref alii UDK iHi UDR is Adjustment Balance Point Technologies T BEES File Edit view Help Adjust F 1080 Part ID Il 500 Mother Board Stk ID Lot ID Seri
52. e File Edit View Help This screen accumulates serial ID s that are received and then does the receipts Rep Prod Mult S WATS and summarized issues when F1 is hit to Part ID minimize the number of issue transactions SN TESTER www maxtoolkit com Page 49 of 86 MAX Data Collection Monitor Production Receipt with Quick Scan O Balance Point Technologies diel Hle Edt View Help Prod Rec T JONES Shop ord Part ID s1 SN TESTER REFER T 777 STOCK MSI LOT S N 800102345 NM DUE QTY 90 EA REC QTY www maxtoolkit com Balance Point Technologies E Ox REFER 14077 REC QTY IMEEEEEEENM This production receipt screen remains logged on to a serial controlled part making it easy to scan multiple random serial ID s The Receipt transaction occurs when the quantity is entered Page 50 of 86 MAX Data Collection Monitor Production Issue with Quick Scan Option Balance Point Technologies Seles Balance Point Technologies BRE File Edit View Help This production Issue T JONES 1ssue T 30NES Issue screen remains logged on shop ord EUN to a lot or serial Comp ID TON controlled N component making tk MSI END SLK Msi it easy to scan Lot ID Lot ID multiple random 900103 DEDOS Req 92 Req 91 The Issue UOM OH EA 1 UOM OH EA 114 transaction occurs Issue Qty M BEEN Issue Qty NN when the quantity is Ref A 55 Ref A 55 entered hyt NM
53. e Edit View Help Ship l S WATSON SO N 200254 i idi 1 Enter the Sales Order Line 02 Del 01 2 Enterthe Pallet or Lot ID to Partid ship L1 Due Qty 0 ship Qty 100 Pallet carton FA Order Complete lt www maxtoolkit com Page 78 of 86 MAX Data Collection Monitor Ship by Part with Stock ID Change Balance Point Technolo SE File Edit View Help Sis nn eer CROUCH c0 Number MIENNE Medtronic Corporat L lne DHT Del 41 Partid 1 18BH stops DD FGI Lot ID Serial ID nHand ER 1538 Due Du l ship Qty M abels lt u File Edit View Help SD Number asa BIL BABCOCK Serial ID OH EA 126 19 F6I Due Qty 98 Ship Qty labels F1 0K sg Enter the Sales Order Line and Delivery The part ID will be displayed along with the Stock ID and Due Quantity The Stock ID can be changed as needed Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as required Enter the quantity The shipment with Lot s and Serial numbers will accumulate until you are ready to process Enter quantity of labels to print o process the transaction Enter the Sales Order Enter the part ID The Stock ID and Due Quantity will be displayed Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as requ
54. eNote 2013 CutePDF Writer CutePDF Writer Canon MP620 series Printer browser to identify the Crystal report file that will be run and on DefPrinterName column to bring up a list of available printers Printers will be verified when this form is started Clicking on Activity Verify printers will also verify that the defined printers exist Since print activity can vary from site to site it is possible to overwhelm the Print Queue s This parameter can be used to indicate a Queue threshold causing print jobs to be held until the Queue is below this size The default value is 0 which will disable any Queue monitoring Each typical pending single label will require a Queue size of 240 www maxtoolkit com Page 21 of 86 MAX Data Collection Monitor Trigger Test E cum Activity Triggers Email Settings Print Queue Test Triggers Type D SubType L User ID HARRY JONES OrdNum 5555555 LinNum DelNum Part ID L5 Status Quantity 1 From Stock Mol To Stock QC Lot L7890 S N Reference NG UDFKey CRACKED uoFRet Trigger Enter field values to simulate a transaction or document request and hit the Trigger button www maxtoolkit com Page 22 of 86 MAX Data Collection Monitor Email Settings E 7 10 x 1 Enter the SMTP Server El Setings 2 And User Password lf SMTP Server smtp bptechnologies com n e e d e d Server Port fs Mail User fischei bptechnolo
55. eceipt to Stock ID si Depending on whether the part is under Lot DU a Sees e and or Serial control the cursor will stop at Roco FON the next input field ot Enter the quantity produced Enter a reference Hit F1 to process www maxtoolkit com Page 46 of 86 MAX Data Collection Monitor Repetitive Transaction Using Default Stock IDs Receive To and Issue From Stock IDs will default from Repetitive Entries Good Scrap and WIP Rep Production Good 177 _ lt Balance Point Technol 1S File Edit View Help Rep Prod Good S WATS PartID Li LOT TESTER RecStk CON Issstk RMI Serial ID OnHand EA 391 www maxtoolkit com Rep Production Scrap 178 Balance Point Technol CES File Edit View Help Rep Prod ScrapS WATS PartID s1 SN TESTER WITH RecStk oOI IssStk RMI Lot ID Serial ID OnHand EA 1 QtyRec ARR Refer Page 47 of 86 MAX Data Collection Monitor Rep Production Partial Issues 180 181 issues partial quantities when not enough is available and writes a message to transaction history for shortages 180 Variable quantity 181 Fast scan quantity 21 autoprocess a Balance Point Technolo fx w Balance Point Techno eX File Edit View Help File Edit View Help 183 same function with RepProd Short S WATS FastRep Short T ESTl receipt made to Repetitive PartID BN 22 S1 LST i Scrap Stock ID SN TESTER W
56. els with Unique ID s non matching FG Commodity gt Z 10 1 Inventory On Hand i Next Operation is Outside Move Ticket Shop Paperwork O m IO J K Variable count labels Variable count labels Labels 190 Master Pack Label Packing List Labor hours Over standard by specified percentage PO Receiver U Skid List 0 Skid List Alert Work Order Started with component shortage 4256 r www maxtoolkit com Page 24 of 86 MAX Data Collection Monitor D Z JQ Varablecoutlaels SS D 1 JBackflshshortage custom D 2 e j Backflshshotage custom gt S D 3 JShplabels J ls O D 4 ShipLabels O K 0 P JKANBANETO O K 2 KANBAN Mfg Order Created www maxtoolkit com Page 25 of 86 MAX Data Collection Monitor Triggering Crystal Reports A sample Crystal Reported Label Rpt is included when MDOM is installed as a sample It is a template for using formulas with Crystal triggers This report only uses formulas which have their values set at the time the transaction occurs It uses no data tables The following formulas are set by MDCMTriggers when calling the Crystal report engine PART ISTK CNTRY DEFC TQTY RSTK CONFRM UDFR LOTN USER BOMUOM UDFK SERN NAME COST GREF ORDR ADDR1 CSTCNV LQTY LINI ADDR2 PRICE TTOD T
57. en ID in the F4 navigation line using the Screenshaper L Telnet 127 0 0 1 File Edit Options View Transfer Help sel el eie A neefs lt 1 Enter the Work Center ID to display all the C Queue F 1000 orders and operations which are scheduled for WERE CNHCET Tom the work center du o 2 Enter the employee ID and put any character 300002 0010 next to the operation to be logged into m 300003 0010 300004 0010 300007 0010 300035 0010 500019 0010 500022 0200 500028 0010 500059 0010 500062 0010 oo oo 00 000 O F4 Next lt Open Activity This screen is an inquiry which shows the open orders or indirect activities that by Employee It can be used in conjunction with Labor Logout screen 13 to logout of the selected operation To activate this enter the screen ID in the F4 navigation line using the Screenshaper Balance Point Technologies Sele File Edit View Help Upen Wrk J Smith EmplID 1 Enter the Employee ID to see open activity or leave blank to see all employees 2 If Employee ID is used Enter any character next to the operation to be logged out of This will send to the Log out Screen pen fict iuitu 588883 8818 8d 81728 19 52 200004 0020 84581728 19 53 20000 0010 8d 81728 19 54 I Br BAA 23 87 03 I b 8L801 23 87 10 F4 is used to page down F2 Clear Esc Goback ii x www maxtoolkit com Page 71 of 86 MAX Data Collection Monitor Time and Attend
58. executing MDCM EXE An Icon will be placed in the Programs Folder The password can be entered on the command line This will allow MDOM to auto start The format for the command line is MDCM PASSWORD Substitute your password Password MAX Data Collection Monitor Login S 1 Chose the Company form the drop down list 2 he default password is CYCLONE and can be changed using the Administrator s Tools Company Exact Sample 5 5 Password ea Site Key S NES B If the Site key has not been vies BPTelnetServer Site Key entered this input form will appear Please enter the Company name and Security mute Key that you have been provided Cancel Company BPT 2013 www maxtoolkit com Page 5 of 86 MAX Data Collection Monitor Monitor When the MDCM program is running the Monitor will display a green light icon as seen below While the light is green MDCM is listening for and processing requests from its clients The Monitor will display the host IP address which will be used by the clients to make a connection The MDCM program does all the processing and the clients are Virtual Terminals without a need to connect to the database directly HH MAX Data Collection Monitor 2012 0 Build 1 E Bi x Activity Inquiry Tool Help Status Active Settings Site EPT Chicago Company Esact Sample TIMSLAPTOPZ008 ExactRMSAM eeu 1000 Server IP 182 158 2 18 udin 2000 Start Time 10 6 2011 10
59. f MSC Labels Fl OK F5 back Note A Receiver Document will print to the assigned printer Enter the order number with the line number The description will display 1 Enter the quantity 2 Enter the GLRef Required Defaults from order Receive Purchase Order by Part File Edit wiew Help PO 7ELELR 65 61 Part ID L1 LOT CONTROLLED Qty Due 1 269 PC Labels Ref PARAT Inspect CORIBB UDK UP E 15s UDR ee TR 11S Ele Edit View Help Rec PO S WATSON PO 8002 01 01 Part ID LS1 LOT SERIAL TES Qty Due 94 Qty Rec Stk gt MSI Zone Z444 Lot TIMS8 S N 999888115 Labels Ref THS Inspect UDR X555 If the Display Location switch is on the Location zone can be inserted after the Stock ID Either screen format will work Enter the Purchase Order Enter the Part ID If the Part belongs on the PO the first open Line and delivery will be displayed Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as required Enter the quantity Enter the to location or select from the location help screen F3 to view location help screen Enter quantity of labels desired Enter a Reference if needed F1 To process the transaction Note a Receiver document and material label will print to their assigned printers www maxtoolkit com Page 34 of 86 MAX Data Colle
60. fect any error messages coming from MAX will be displayed as a pop up message that requires a response Normally this setting is off www maxtoolkit com Page 6 of 86 MAX Data Collection Monitor d Start Logins if Logins have been stopped this will allow them e Stop Logins this setting will prevent any new logins but will honor any that are currently active 2 Inquiry a Connections this function show details of current and recent connections za Telnet Connections Eu SID O01 IP State GREEN SID 02 IP 172 16 1 186 State 2 T we 1 Es 18 SID 03 IPz172 1865 1 SID 04 IF State 0 B State 2 Tools The MDCMTools application is used to maintain screens parameters triggers and data paths used by the MAX Data Collection Monitor roe MAX Data Collection Tools Login LS Data Settings Company Exact MAX Sample Company w Password G MDCM Tools Main Menu De Activity Parameters ScreenShaper Triggers Help MAX Settings Site Name BPT EVANSTON MAX Server timslaptop2013 Exact MAX Sample Company Exact AXSAM Database version 3652 CAExactiRMServern Lic Data Settings XML CAProjectseuWDCM5 5WMDCHM 2014 XToolsiSettingsMDCMSettings XML Comm Settings XML CA Projects MDCM5S S MDCM_2014 Tools Settings BPTelnetServerSettiings XML Parameters CUSTOM BPT MCM SWITCHES BPTXTimSchell www maxtoolkit com Page 7 of 86 MAX Data Collection Monitor Activity Data Sources v4 MDCM Data Sources MAX
61. g Screen 146 eee eh eee Balance Point Tech TAx Balance Point Tech AAxx Balance Point Tech leg File Edit View Help File Edit View Help File Edit View Help BOL SCAN S WATSON SEA l BOL SCAN S WATSON E BOL L BOL 007169 Cust 100 BOL 007169 S happy ilmore Cust 100 Cust 100 ppy g hapr ailmore Items 0 24 happy gilmore praed co Items 13 24 Part UPC e Part UPC sl l st AS Lot Lot Ss EE E Serial TEM Y Due 13 Scn 1 s e Pitt er Due 13 Scn 0 ESSI Once the quantity for a part is satisfied a Verified message will display www maxtoolkit com Page 80 of 86 MAX Data Collection Monitor UnDo Serials 146 amp Balance Point Tech OJEJ TE uper ocan serial number lot or for a part rue E U rien i UNDO BOL S WATSON not under lot serial control the part to remove from a BOL BOL 007169 Cust happy gilmore Count 12 24 SCAN Ele Edit View Help Enter the BOL to display current Scan BOL Scan Ing S WATSO al 007169 E Verify status with details Use F4 to scroll to next page if needed Due 13 Verified 2005090009 2005090012 2005090013 2005090014 2005090015 2005090016 2005090018 2005090019 www maxtoolkit com Page 81 of 86 MAX Data Collection Monitor Hequest Labels and Documents Request Generic Labels Balance Point Technologies T Sele File Edit View Help Req Labels S WATSON 4 1 Enter a valid part ID and a
62. giescom To test the SMTP entries enter aa Sareea valid Test From and To Email zs addresses and click Test SMTP d unus deia Co n n ecti O n LE Connected successfully Mail Password If successful an email will be sent Formatting Email Triggers Compose Email Message ial xi Clear Save From EMail 7SCHELL BPTECHNOLOGIES COM From Name cally Smith To EMail Subject Bad Kanban Scan Email Report File Sales Order shipments and Print Sales Paper Work will use the customer Email address1 if it exists Message PART was scanned by USER REFR Format the Subject and body with tags identified by enclosing with gt he tag names are the same that are used by Crystal Reports see a list under Trigger Crystal Reports Email M el d edm Bad Kanban Scan Message Plain Text Ls Message 2 Reply 3 KT 3 m X ps a a e le a Reply All To Manager amp Delete E a 2 Move Tags Editing Zz 3 Forward 34 Team E mail 7 tj E Delete Respond Quick Steps a Move PII ee From Sally Smith lt TSCHELL BPTECHNOLOGIES COM gt Sent Tue 4 10 2012 6 48 PM To tims bptechnologies com Cc Subject Bad Kanban Scan 5 Cie 4 1 e Z T OBRUO L T T e LS T 4 1 5 fae ich P BAD PART 666 was scanned by 1000 E BAD PART 666 is not a valid part
63. i us sta su me usu 74 Shipping Transactions eee eee e eee eee 76 FACOUC SI Ree DOCUMEN S sssrin aE E cteecceendeeeceesace cumeteeed 82 TEI 85 www maxtoolkit com Page 3 of 86 MAX Data Collection Monitor Installation The MAX Data Collection Monitor requires Windows XP sp3 or newer which is connected to a network using TCP IP protocols Required 1 The PC must have access to both the data collection devices and MAX data a Read rights to ExactMAX database for company settings b Full rights to MAX company databases DotNet Framework v4 The MAX client should be installed on same server doesn t have to be started A search path needs to be created to the MAX client folder default C EXACT RMCLIENT EFW DU de Run DataCollv2014MAX5 5 exe and select desired components 5 MDCM Setup Choose Components CT Choose which features of MDCM you want to install Ty Check the components you want to install and uncheck the components you don t want to install Click Next to continue Select components to install Tea 7 eae C Convert MDCM Data Scre Crystal Templates DocPrinter MDCM for MAX Documentation Space required 67 6MB m mets Le If this is a new installation run NewMDCMScreens EXE to load your configuration Select the same directory that you used to install the application www maxtoolkit com Page 4 of 86 MAX Data Collection Monitor Execution otart the MAX Data Collection Monitor by
64. ill occur to indicate a quantity greater than required 0 process the transaction The cursor will move to the component field keeping the PO Page 44 of 86 MAX Data Collection Monitor Production Receipt without Back Flush Balance Point Technolog EIE a Balance Point Techn ota File Edit wiew Help File Edit View Help Prod Rec S WATSON Shop Ord 110 Part ID shop Ord W00067 11000 Lot ID S N Ss Due 188 3 KC Due Qty 83 EA Qty Rec Qty 2E To Loc FCI To Loc FGI Rafar zone 7345 Lalas 77 ms Refer THS Labels 1 F1 0K F4 Iss F5 Bck eme If the Display Location switch is on the Location zone can be inserted after the Stock ID Either screen format will work 1 Enter the part number Enter the Shop Order Depending on whether the part is under Lot and or Serial control the cursor will stop at the next input field Enter Lot and or Serial ID as required Enter the quantity Enter the to location or select from the location help screen F3 to view location help screen Enter a reference Optional Enter a quantity of labels optional will use Trigger D S o process the transaction Note when the receive to stock ID equals the Print Label Stock ID set from the monitor a bar coded label will print to the assigned printer Production Receipt of Lots This screen is designed to receive Lots which have the same quantity for example cartons of items
65. ime DELV CITY DESC CARTON REFER STATE OSEQ Z p Sample from Label Rpt Balance Point m IE qme Material Label bared Fan Formula PART Order 50000 1 S SerialID SN 12345600000 Quantity AAA Defining a formula to print a Code 3of9 barcode IF Part THEN ELSE trim Part The 3 of 9 bar code requires a start and end character of an asterisk Typically this requirement can be turned off but using the asterisks helps insure that the entire bar code Is read www maxtoolkit com Page 26 of 86 MAX Data Collection Monitor Trigger Queue MAX Trigger Queue User TE Patio Order Destination 1000 HU 11000 UUUUOUUUU 1000 I 12700 OOOOOO00 NIA 1000 I 13000 06 Dononnnn 1000 IU 13100 Dononnnn UUUUUUUU This form is displayed by the trigger application and will show the current triggers Trigger Test T m This form can be used to test triggers by manually entering the parameters and triggering them www maxtoolkit com Page 27 of 86 MAX Data Collection Monitor Starting the Client s Procedures for starting the client will vary with the device being used Generally data collection devices will be programmed to boot into VI ANSI terminal mode with Telnet connecting automatically If you are using a telnet client that runs on a PC you will need to specify the IP address of the monitor The monitor will display the I
66. in set to M for multiple they will remain logged in Runtime gt Standard Warning o gannad to prior activities Update Time Tickets if you are using Labor Tracking and you want to save data in the MAX Time Ticket tables then check this toggle switch on AutoLogout when T A Logout will log out all open activity for an employee when using the T amp A Logout function Prevent Logins when the Queue Quantity zero Include Non Work days in elapsed calculation Default is off Issue material at first operation Receive at last operation Trigger a warning D o if over standard run time by specified percentage Batch Labor Logout everyone logged in will be logged out at the specified time Rework work center used to generate rework operation Default rework GL Reference Show Employee Rates hide rates on EmplID tab Clear Screen After Login clears the order and sequence after login Allow W C Update allow the Work Center to be changed during Login Allow all Wor kCenters If selected Work Centers there must be as first two characters of UDFREF 13 SFC WORK CENTER Table Reset Complete Qty resets complete qty when over allowed quantity with warning Auto Post Queue Quantity will assume full quantity to be posted Use Employee Rate for Direct the employee rate from the employee master will be used for direct labor rather than the work center rate if the employee rate is greater
67. ired Enter the quantity The shipment with Lot s and Serial numbers will accumulate until you are ready to process Enter the quantity of labels FA To process the transaction Quantity of labels can be entered by hitting enter on Lot or Serial fields or if the part is neither Lot nor Serial controlled after entering the quantity The REFER formula is set to B00001 B00002 etc incremented by 1 so that the labels generated can display 1 Of 2 and 2 of 2 www maxtoolkit com Page 79 of 86 MAX Data Collection Monitor BOL Scan Screen 144 this function will provide a quick method for scanning and assigning Serial Numbers and Lots and verifying quantities Once the due quantity for a line has been satisfied the Scan Verify flag will be set to Y in the BOL Shipments table M r lt Balance Point Tech 92 lt Balance Point Tech OE3 File Edit View Help File Edit View Help BOL SCAN S WATSON BOL SCAN S WATSON BOL 00 169 BOL 00 169 Cust 100 Cust 100 happy gilmore happy gilmore Items 0 24 Items 0 24 Part UPC Part UPC Sl Lot Lot Serial j Serial Qty Due 13 Scn 0 ocan BOL to display verify and display the Customer Name and the quantity of serial numbers which have already been scanned and the total to be scanned scan the Serial Number or Lot ID as needed If not under Lot or Serial control enter a quantity to verify scans can be undone usin
68. kip over part field on Standard PO Receipt 8 PO Inspect Stock ID 1 This setting will default Purchase Order Receipts to the entered stock ID if an inspection is required 2 and 3 are used for custom functions 9 Label Trigger Sub Type default is F www maxtoolkit com Page 14 of 86 MAX Data Collection Monitor Production Orders 1 Default Prod Stock ID use this entry to enter a default receive to stock ID for production receipts If this entry is blank the order s deliver to stock ID will be defaulted default comes from part 2 Default B F Stock ID is used as a default Issued From Stock ID for Back Flush 3 Skip Part Prod Receipt will cause cursor to skip over part on Standard Production Receipts Screens with and without back flush 4 Quarantine Inspection required lot controlled receipts 5 Prod Label Stock ID If you want production labels to print only when received into this location enter a valid stock ID otherwise leave blank 6 F G Commodity Code beginning characters of the commodity code which designates a purchased item as Finished Goods Used by the Purchase Order with labels function to print labels for these items when they are received 71 F G Carton ID this parameter is used to show the next Carton ID used for the labels printed during PO Receipts with labels 8 Option to process transactions without requiring F1 9 Do not Issue from stock ID s Use as a wildcard for starts with
69. ny other information 2 F1 to print PartID SerialID Qty Count UDK ACME UDR EKOT v gt This function uses the D L trigger transaction ID Request Skid Sheet and or Packing List The Skid Sheet uses the D S trigger transaction ID and the packing List uses the D O ID Balance Point Technologies T Sele fie GR Wew Heb 1 Enter a valid 6 digit Sales Order SO Paperwork S WATSO 2 Enter a valid Pallet ID for a Skid Sheet m 3 F1 F3 F4 to print Pallet 40006 H Fl Skid sheet F3 Packing List F4 Both www maxtoolkit com Page 82 of 86 MAX Data Collection Monitor Request Carton non Lot Labels this function will print uniquely identified labels Balance Point Technologies T maf 1 Enter a valid Part ID HEU Veo E 2 Enter the quantity of labels Req Labels S WATSON d y 3 F1 to print PartID 11000 Computer Qty ctns From cQOOO0 To cQ09 Print Y N Y This function uses the D F trigger transaction ID Printer Selection allows an operator to select a printer for a specified transaction Balance Point Technologies Sele File Edit View Help Printers 5 5AM Current Per Tran E HP LaserJet gt 1 Enter a Transaction Identifier e g RP for PO Receipts see list of transaction codes page 15 The current printer will display 2 Enter any character next to the desired printer
70. or Hardware Settings d MAX Data Collection Parameters E xj The Hardware Settings Tab is used to enter a particular client IP address which is used only by custom functions at this time and the escape sequences of the function codes from 1 through 12 You only enter these Line Feed Control IP Address 1 000 000 000 000 F1 C Default CR LF F2 CR F3 C Blank no line control F4 s EE D function codes if your devices will use B I e that differ from the defaults that F8 Maximum Connected Client Count 25 F9 NENNEN S IMT S fi d to identif S p canner prefixes are used to identify m R prefixes scanned from some labels V Force Upper Case Scanner Prefixes Remove from Must Start With MustNotStart Must Start with Remove Before Use After Last Beginning Ww and Remove Delimiter Delimiter Part ID P1 c C C C oL o C Purchase Order o2 c C C c C mm c Quantity fa c 6 C C o o Lot ID G a C C C CS gt Serial ID ls C C C C oS E e The following properties define the default function key codes that are used by the client device F1 lt OP F7 18 F2 OQ F8 19 F3 OR F9 20 F4 OS F10 21 F5 OM F11 22 F6 17 F12 23 www maxtoolkit com Page 19 of 86 MAX Data Collection Monitor Parameters Employee Master E MAX Data Collection Parameters The EmpID Tab is used
71. or compiles the active forms when it starts Each form has a corresponding ID which defines its properties Use this utility to designate a start up screen whether the screen requires a password and to maintain navigational flow by assigning a screen to a function key This utility makes it easy to initially set up a menu structure and to make changes as needs evolve Enter is used by the startup routine to determine which screen will be loaded once amp MDCM ScreenShaper Screen navigation IS defined in the peo pss m CUSTOM BPT MDCM SCREENS table in the MAX database User Security Same As 0 ee E Enter the screen ID next to the corresponding Function Key identifier The selected screen description will display to the right of the ID To delete an entry use zero as the screen ID BEEE E 10 Help 11 Lbr In Out 12 Labor Login gt e i D Screen Description 4 Transfer _ Password Sl 2 Sis m 16 rows by 20 columns Same As enter a valid screen number here which a new screen will use as a processing model For example save screen 4 as 506 and enter 4 in the Same As to create a new Transfer screen which can have different size labeling navigation and security Note save new screens in the 500 599 range to avoid conflicts with production screens r D TT TTT eT TTT SERRE ScreenShaper use this utility to format the
72. ployee enters his her ID and their start time will display 2 Enter the Work Order and Operation Sequence The part and work center information will Post Run time Post Setup time Balance P SEE Balance Point Technologies Tel SEE File Edit View Help File Edit View Help Post SetUp S WATSON display Post Logout F MULD 3 Optional Enter Production Bp L D BI order EIR 000181 Order Op mill 4 Optional Enter Scrap quantity Prt 11000 and a scrap code Dsc Computer Opr EASSY Start 10 28 QueueQty 1970 Prt 11000 Dec COMPUTER pr EASSY Start 7 23 QueueQlty 100 Prod Qtw Scrap ity Detect Logout 10 44 F1 Process The elapsed time and quantity updates will be recorded The start time will be updated for the next transaction Post Setup captures setup only time Logout 10 47 pem Note this function requires the employee to be set to S single orders and for the AutoLogout option to be set in the Software settings using Tools www maxtoolkit com Page 73 of 86 MAX Data Collection Monitor shop Floor Transactions Shop Floor Menu lt Balance Point Technol 1S File Edit View Help Shop Flr E WATSON Post Operati Post trie d Use the assigned function key to display the Repetitve screen for a particular inventory transaction Order Detals Post Qty File Edit View Help Post OP S WATSON Order 500129 Op Seq 0010 Run Hrs l Se
73. r the number of decimal places to display 0 1 2 on Inquiries The default is O 13 Default RMA GL Ref used with RMA adjustment 14 Quarantine Receipts To if you want receipts to this stock ID to be put into quarantine enter a valid stock ID otherwise leave blank 15 Require GL Ref entry for Unplanned Issues Receipts Indirect Labor 16 Assume default stock ID for inventory transactions 17 Part Xref this setting will determine if PRTNUM 01 or UDFKEY 01 will be used to look up and or verify a Part 18 Show Zero On Hand Part Inquiry check to display zero on hand parts 19 Display zone on Inquiries if checked both the Part and Stock On Hand will display the current Location from the Part Stock record The standard Transfer Production Receipt and PO Receipt screens will also accept the Location as an input field Purchase Orders 1 PO Exp Date use the reference on the PO receipt screen to update a Lot Expiration date 2 Default PO StockID will default stockID for PO Receipts unless Inspection Required is turned on 3 PO Receipt UDKEY or Labels check on to use the default field UDFKEY as a label count request field triggering D F labels 4 Use GLRef field as disposition 5 Clear Screen on PO Receipt if checked the screen will clear after processing a receipt If unchecked the PO will be retained for the next scan 6 Vendor Inquiry UDFREF 3 Party Vendor Inquiry Authorized Skip Part PO Receipt will cause cursor to s
74. rk order number If this is an indirect activity enter or scan an indirect code which has the format IAAAGGG where AAA is equal to a valid indirect account entry in MAX and GGG is a valid GLRef Enter the sequence number If indirect this field is skipped Enter the employee assigned to this work order The screen will return to the Employee field for the next entry for this order Enter the start time for this work order F3 for the present time This entry is only activated if the System password has been entered If all entries are correct press The employee will be automatically logged out of any order currently logged into If the function has processed successfully the cursor will return to the EmplID field for additional entries to the same order and operation oa uo e Enter the employee ID and the currently logged in Order or indirect activity will be displayed Enter the produced quantity if any Enter the scrapped quantity if any Enter a defect code if there is scrap Change time as needed F1 to Logout Page 65 of 86 MAX Data Collection Monitor Logout Setup Time This is an alternate Logout screen which allows for charging setup time ae OE 1 Enter the employee ID and the currently SIS gt we em ms Z logged in Order or indirect activity will be LaborLogout F 1000 displayed EmpID 2 Enter a Y in the S U field to indicate Logged 500019 0040 Setup time only Prt 110
75. rt field a Enter Part ID b Enter Stock ID c Enter Lot if required d Enter Serial if required 2 Enter count 3 F1 to process Use this screen to assign the tag number based on the unique part location and Lot Serial if required The operator refers to the tag number specifically Page 38 of 86 MAX Data Collection Monitor Total Option Lot Tracking Switch Balance Point Technologies T Sele File Edit View Help EmpID MU Tag 00061489 1 Enter the Tag ID and the assigned Part Stock ID Pt LSI Lot and or Serial will display Enter Lot if required E uisu 2 Enter Serial if required Lt 8000 3 Enter count SN 80001008 4 Repeat until all items have been counted then F1 CANTE to process Recount MENNENNENI ExpDate MEME Q Code N Count O lt uu 1 Enter EmpID and Stock ID 2 Scan Serial ID File Edit View Help EmpID I The matching Tag information will display is present StockID jsey Otherwise fill in the Part ID and Lot if required to use a blank tag 3 Enter count by entering a Y for 1 or any other character for zero Blank will clear and back up to previous field Lot 8000 Count jj Recount B www maxtoolkit com Page 39 of 86 MAX Data Collection Monitor Return Material Authorization Balance Point Technologies Telnet Seles File Edit View Help RMA 8 WATSON RMA 00004 01 Part ID L Quantity Stock ID MNJ ot ID
76. t Hrs 5 Qty 12 Refer TESTREF Enter the work order Enter the operation sequence Enter the run hours Enter the Setup hours Enter quantity Enter Reference Optional 0 process the transaction W KM M Queue 96 11000 Computer Fl O0K F2 Clr F5 Bck Tun www maxtoolkit com Page 74 of 86 MAX Data Collection Monitor Post Scrap this screen is used to post scrap quantities by operation sequence 4 Balance Point Tech OJE Ele Edit View Help Order 500129 Op Seq 0020 Defect cosp Qty 1E Refer BAD WRAP Queue 13 11000 Computer Fl OK F2 Clr F5 Bck SIT Post Qty no time 51 File Edit View Help Post OTy 53 WATSON order 0000043 Computer 0010 EASSY Assemble Per P 185 HT UDK 666 UDR www maxtoolkit com Balance Point Technol Joe oe ee Ss pO X x ee Enter the work order Enter the operation sequence Enter the Defect Code Required Enter quantity Enter Reference Optional F1 To process the transaction If the transaction processed successfully the screen will be blanked otherwise three beeps will be sounded Enter the work order Enter the operation sequence Enter quantity Enter Reference Optional Enter UDKey and UDRef Optional F1 To process Page 75 of 86 MAX Data Collection Monitor shipping Transactions Shipping Menu Balance Point Tech BEEF File Edi View Help Shipping fj MU
77. t as a default in the parameters If it is blank the default stock ID s from the individual components issued will be used Fle Edt Options Vew Transfer Heip 1 the order will be displayed SIS we epfas 2 2 the component part number will be displayed i F Depending on whether the part is under Lot and or Shop Ord Serial control the cursor will stop at the next input Comp ID field 1220 UU Enter Lot and or Serial ID as required iee a Enter the from location or select from the location Ms 1 ae To help screen F3 to view location help screen Default will display Required quantity will display Enter the quantity F4 to skip to the next component 0 process the transaction When all components have been issued the Production E Receipt screen will be returned P co Serial ID Req 8 UOM OH EA 7471 0 Issue Qty Ref F1 OK F4 Skp F5 Bck puo www maxtoolkit com Page 42 of 86 MAX Data Collection Monitor Issue Stock to Shop Order Balance Point Technologies T SEE File Edit wiew Help Teeue 1000 1 Enter the Shop Order 2 Enter the component part number Depending on as n 100088 whether the part is under Lot and or Serial control the cursor will stop at the next input field Stk RMI 3 Enter Lot and or Serial ID as required Lot ID 4 Enter the from location or select from the location help screen F3 to view location help screen 5 Required quantity will
78. than O Global Rate for Indirect Labor used if Employee Rate is 0 lf the complete quantity is changed and processed within the standard labor logout screens a D Q trigger is generated which can be printed and or emailed as a notification www maxtoolkit com Page 16 of 86 MAX Data Collection Monitor Lot and Serial Control sl MAX Data Collection Parameters Hardware Settings EmpiD s Software Settings stock Browse grosseacosoecosessoseseosea b PO Auto Lot optional auto lot generation for Purchase Receipts Prod Auto Lot optional auto lot generation for Production Receipts AutoLot Assign Before Process will assign the next lot when the order number is entered rather than when processed Assign PO Receipt Lots v PO Auto Lot Formats Next Lot 8 Characters of Part ID Date YYMMDD Shipping Options MV Assign Master Lot Iv 8 Characters of Order Date YYMMDD Assign Production Receipt Lots Iv Production Auto Lot Formats NextLot 8 Characters of Part ID Date YYMMDD The optional fixed PO or Production Lot formats can also be selected 4 Shipping Assign Master Lot to Lot Shipments Requires Setup Next Lot a Part Master Ext MasterLot b Customer Part Data UDFREF 103 8 Characters of Order Date YYMMDD IV Pattern with Sequence Pattern vvmm99999 v Reset Monthly AutoLot Assign
79. this work order The screen will return to the Employee field for the next entry for this order Enter the start time for this work order F3 for the present time This entry is only activated if the System password has been entered If all entries are correct press The employee will be automatically logged out of any order currently logged into If the function has processed successfully the cursor will return to the EmplID field for additional entries to the same order and operation If multiple orders is in effect for the entered Employee then this screen requires the Work Order OpSeq be entered otherwise if single order login is in effect the currently logged in activity is displayed automatically www maxtoolkit com Page 64 of 86 MAX Data Collection Monitor Login with Queue Information Alternate LOGIN screen which displays the current Queue information File Edit Options View Transfer Help Labor F 1000 Work Order fjejeleley Seq Number 0020 W C BURN OQ 0 PartID 11000 Desc COMPUTER Emp ID StartTime 08 57 F1 OK F5 Back lt Individual Logout Balance Point Technologies SEF File Edit View Help LaborLogout S WATSO EmpID TEI Logged 300023 0010 Prt L1 Dsc LOT TESTER Opr TESTER Start 11 51 QueueQty 98 Prod Qty ScrapQty Defect Logout 11 53 FA Open Activity a lt www maxtoolkit com 1 4 Enter the wo
80. tions will display 3 F1 To process the login This function will lock the Employee from logging in to any other activity until a corresponding Group Logout has been performed The time accumulated will be allocated by dividing by the number of simultaneous work orders Page 67 of 86 MAX Data Collection Monitor Group Order Logout Balance Point Technologie BHA File Edit View Help Gro Qut S SMITH EmpID rder Opseq 200002 BEE 200004 BB SMBH HASH 200010 HAIA 200001 BB 200002 8836 3888835 Bude 200004 BES 388815 14 388815 28 stop lime THE FI UK F5 Back a gt File Edit View Help BroupLogDut 5 SMITH EmpID rder OpSeq Start 588883 14 58 SISIR 588885 200010 20000 588883 388883 HD00 588815 388815 iil www maxtoolkit com Enter the Employee ID A list of all orders and sequences currently logged into will be displayed Enter the time F1 to Logout All of the steps for each job will be posted complete with hours pro rated based on the number of work orders that were worked on simultaneously 1 Enter the Employee ID A list of all orders and sequences currently logged into will be displayed 2 Enter quantities and Defect Codes where applicable 3 F1 to Logout All of the steps for each job will be posted complete with hours pro rated based on the number of work orders that were worked on simultaneously Page 68 of 86 MAX Dat
81. tockID XWIP FIG Commodity U ser Part Xref v Over Issue Limit 0 F G Carton ID Skip Over Part Prod Receipt v Don Not Issue From StockiDs Show Zero On Hand Part Inquiry Display Zone on Select Inquiries and Quarantine InspReq ProdReceipts s nun Inventory Screens Mis EERE HUH STAG Label Trigger Sub Type E EAS ETE 1 Change Password enter a new password and re enter when prompted to change the master password The default password is CYCLONE 2 Counter1 and Counter2 are used for custom functions to set unique ID s e g Receipts 3 Scheduled Shutdown used to specify a time for an automatic shutdown and re start a Time to Close specify when to start to shutdown HH MM 24 hour clock b Duration in Hours specify how many hours in decimals e g 3 1 4 3 25 MAXExact Data Collection Monitor 3 8 1 Build 41 i i M egomet err The Data Collection Monitor will remain idle for Status Active Settifigs the requested time period each day that it IS Company BPT INC riinnina MAX Data IDSN MAXEXACTDAT Path M MAX DAT Server IP 192 168 2 5 Start Time 2420 2005 4 05 36 PM Session ID Count r1 Courfer2 Carton ID c00 Active Users Setting Message No PAddress1 000 000 000 000 0 Display Decimals 2 Run Triggers in Batch Mode No Enable Transaction Audit Yes Scheduled Database Close Time 16 00 Scheduled Database Close Durati 2 Error Beep

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