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PanatrackerGP Inventory User Manual

1. Item Class Visible when UseltemClassCodes is set to true Default setting false Optional filter for the Item look up and validation based on a selected Item Class Reason Set up the list of Reason Codes under Inventory gt gt Inventory Setup gt gt Usage Reasons May be set as optional or required based on setting AdjustmentReasonRequired FlexFields 1 amp 2 Displayed based on configuration setup Configure gt gt FlexFields Shown in example above as User ID amp WorkOrder Site Required This field may be defaulted based on configuration setup DefaultSite May be set to read only based on configuration setting AllowChangeSite Item Required Validation is based on the Site selected From Bin Required when multi bins are used in GP Validation is based on the Item and Site selected UOM Required Default will be Base UOM for the item Read only unless configuration setting UseUOMForInventory True Quantity Displayed when item tracking is bulk Key entry required when AllowScanInQuantityField False No prompt and will count item scans when BulkltemAutoSaveAtAdjusment True Lot Displayed when item tracking is Lot Validation is based on the Site and Item selected Quantity validation is based on the lot selected Transaction quantity cannot exceed the Lot Quantity Available The available Lot Quantity can be set to default by setting the LotQuantityDefault setting to true For the look up
2. Review Carrier Optional Enter the Carrier name Order Shipping Box If the Shipping Box is used scan or select the Shipping Box to associate the Tracking Number If Shipping Box feature is not used select the order Tracking Scan or enter a tracking number The Tracking Numbers on the GP sales orders under User Defined Fields will be populated Continue adding tracking numbers to this transaction Panatracker Ce lt Om 11 43 Ship Order Tracking Number Sales Order Code Shipping Box 52456464 1002 1002 854446413 1002 1002 9875431 1002 1002 o Remove Complete Tap Review to view order shipping box and tracking assignments for the Carrier Complete Displays number of boxes calculated by the tracking numbers entered Optional signature capture Panatracker Ce q Gi 11 47 Ship Order Carrier DELIVERY GUY 1 of Boxes 3 Clear Submit b Submit will update the Batch ID on the corresponding sales orders and assign the tracking number under the User Defined field a Tracking Numbers on the sales orders Verify Order Orders This transaction provides the ability to verify items on a FULLY fulfilled sales order Orders to be verified may be defined based on a Batch Code Set this up under BatchCodeListForOrderVerify The option to verify or pack to a shipping box can be set by setting the UseShippingBoxForVerify to true The Panatra
3. Screen 3 Add Items Panatracker Do lt lt OI 4 47 Fach 135 70 i T wany i From on mei Picked 0 Remaining 5 Q Review Next Item Validated based on the Site selected at the start of the transaction Miscellaneous Flat Fee and Service item types may be selected Price Level Defaulted based on configuration setup This may be set to read only based on configuration setup ConnectedSalesDefaultPriceLevelAssignment ConnectedSalesAllowPriceLevelFrom Customer or System Default ConnectedSalesAllowPriceLevelChange UOM Default based on Price Level selected If multiple UOM exist for the Price Level default will be based on item Base UOM setting Unit Price Populated based on the Item Price Level and UOM selected This may be set to read only Quantity Enter quantity for the order From Bin Required if picking or fulfilling the item for the order at the same time A pick status box will be displayed If only creating an order then tap Next to enter next item Fulfilled Qty Quantity being picked or fulfilled May be left empty if no items are being fulfilled at this point ConnectedSalesDefaultFulfillQuantity when set to true will automatically populate the Fulfilled Qty from Order Quantity Panatracker gt qt Gi 4 51 Order Advanced Paper Co Details Remove Add Complete a e Q Item ID Price Level Pick Qty Ord Qty Unit Price Ext Price 3
4. Both transactions will be assigned the SAME transaction number within GP for audit and clearing The default transaction sequence prefix is VRT Because there are two transactions an offset account number needs to be defined under Settings VendorReturnClearingAccount Both transactions will also be assigned the same Batch ID defined under setting BatchCodeForVendorReturns Panatracker Vendor Return aw Wel CS FlexFieldi1 OO O FlexFied2 OOOO O RMA Ref _Ship Method L tefe C mm Quantity od Scan or enter the site Site Required This field may be defaulted based on configuration setup DefaultSite D Vendor Required Select from alist of Vendors Reason Set up the list of Reason Codes under Inventory gt gt Inventory Setup gt gt Vendor Return Reasons May be set as optional or required based on setting AdjustmentReasonRequired The selected reason code will populate the Description field on the Payables Transaction created FlexFields 1 amp 2 Displayed based on configuration setup Configure gt gt FlexFields RMA Ref Required This number must be unique to the transaction and populates the Document Number on the Payable Transaction created Ship Method Required Populates the Shipping Method field on the Payable Transaction created Item Required Validated based on Site and Vendor selected From Bin Required w
5. Panatracker 0 This is updated with thesubmit to create the corresponding transfer from the Order Pick screen in the Panatracker interface UnitOfMeasure This is the Unit of Measure corresponding the Required Item to be picked Alternate UOM may be entered however it must be a valid VOM based on the GP Unit of Measure Schedule assigned to the item The transfer will be created based on the UOM entered The Panatracker Order Fulfillment transaction is used to pick the transfer order Refer to Order Fulfillment transaction for details on this transaction Once the order is picked and submitted instead of updating a Sales Order a Site Transfer transaction is created in GP based on the transaction setup The Panatracker table will be updated based on quantity picked Line items where quantity picked quantity to transfer will no longer be available If using a Via Site a pending Inbound Transfer transaction will be created in the corresponding Panatracker tables If the Shipping Box is used the Shipping Box es entered for the pick will be recorded as the corresponding transaction number If a Shipping Box is not used then the original Transfer Order number will be used AE y In the event of multiple picks the suffix willbe added For example Transfer Order 12345 would have the first pick transaction number as 12345 If a second pick is done then the inbound receiving transaction would be recorded as 1
6. can be set up by assigning a control number for one of the user definable reference fields Two transfer transactions would be completed The first from the initiating site going to the In Transit site Upon receipt at the destination site a second transfer from In Transit to the destination site would be completed Order Fulfillment Set Up PanatrackerGP supports Orders Fulfillment Orders and picking against an Invoice To use the standard Order Fulfillment transaction your order type must be set up to use a Separate Fulfillment Process Line items may be allocated however serial and lot numbers should not be pre selected Consider the impact of allocations for move transactions prior to selecting this option if using multi bins Moves and transfers have restrictions based on available quantity in GP There are a number of ways to manage order picking Here are a few of the most common that can easily be managed through PanatrackerGP s current configuration settings e Orders ready for picking are printed from GP The order number is modified to a bar code font The order number is then scanned and the paper document is abandoned for the actual order pick order is picked from the handheld pick list e Orders ready for picking are assigned a specific Batch ID A configuration option for the order available list can be set based on Batch ID The Batch ID is updated once the order is picked therefore will drop from the availa
7. expect description To bring up this menu click the T icon in the respective column Each column allows you to filter two ways depending on the options available To edit any of the settings select the Edit button and make changes in the new screen Allocate Manage order picking and submission using allocated quantities Setting for ALL COMPANIES unless overridden below False Special setting for MBINS company Default Value Special setting for TWO company True Save Cancel The default setting will apply to all profiles or companies unless otherwise specified therefore set the default to what will be shared by most if not all In most cases options are a presented in a drop down list including true false Select fields will require entry such as Batch ID assignment and default Site In cases such as Default Site be sure to enter a corresponding valid GP entry The Save Button will save your changes and bring you back to the settings page The Cancel Button will bring you back to the settings page but will ignore any changes made Inventory Setup Reason Code set up is located here You can create alist of Reason Codes for Add Adjustment Remove Usage Adjustment Vendor Returns Replenishment and Fulfillment Shortage Navigate through the tabs to select the appropriate transaction To anew reason code select the add new record and fill in the appropriate information i w The Gove icons allo
8. gt FlexFields Shown in example above as User ID amp WorkOrder Site Required This field may be defaulted based on configuration setup DefaultSite May be set to read only based on configuration setting AllowChangeSite To Bin Required when multi bins is used in GP Item Required Validation is based on Site selected UOM Required Default will be Base UOM for the item Read only unless configuration setting UseUOMForInventory True Quantity Displayed when item tracking is bulk Key entry required when AllowScanInQuantityField False No prompt and will count item scans when BulkitemAutoSaveAtAdjusment True Lot Displayed when item tracking is Lot Other lot tracked settings UseUOMForLots LotWfgDateEnabled LotExpireDateEnabled LotAttributesEnabled Serial Displayed when item tracking is Serial Focus remains on serial field and serials scanned counted until user selects Labels Displayed and required when LabelPrintingForAddAdjustmentEnabled True for bulk and lot tracked items Defaults may be presented based on LabelPrintQuantityDefaultEnabled amp LabelPrintQuanitityDefault Settings Notes After the first item is entered focus returns to Item field Continue to add items as needed for this transaction when transaction is complete go to Review to complete select Submit Site Transfer Inventory Track Submit of the completed transaction will create a Transfer Transaction in GP
9. hours are Monday through Friday 8 00 AM to 5 00 PM central time zone excluding United States holidays e If requesting support via email send your request to support panatrack com e Ifyou would prefer to communicate by phone call our support line at 262 646 3590 and select option 3 In the rare event that your call isn t answered immediately by a support engineer or after normal support hours please leave a message stating your problem and how we can reach you Your message automatically triggers notifications throughout our team and will be addressed as soon as possible Our aim is to address your support request within 4 business hours but we make a strong effort to respond to your issue immediately Support requests are typically monitored outside of standard business hours However our return response is not guaranteed until the next business day Whatever means you choose to contact our support team please be as detailed as possible to describe the problem so that we can lead you to a solution as efficiently as possible It is helpful for you to offer the following information e Your version of PanatrackerGP which can be found on your portal s System Status page A detailed description of any error message encountered If possible please record any steps to recreate the issue What steps you have already attempted to resolve your issue Your contact information If you have a specific need to perform a planned upgrade or
10. is false To Site Required Additional field validation may be added with TransferFromSite List If none set then any site in GP can be selected To Bin Required when multi bins are used in GP Validation is based on To Site Item Required Validation for quantity available is based on the From Site defined From Bin Required when multi bins are used in GP Validation for available quantity is based on the From Site and Item selected UOM Required Default will be Base UOM for the item Set as read only unless configuration setting UseUOMForInventory True Quantity Displayed when item tracking is bulk Key entry required when AllowScanInQuantityField False Allow use to accept a quantity greater than available bulk inventory only by setting AllowTransferOverride True Lot Displayed when item tracking is Lot Validation is based on the Site and Item selected Quantity validation is based on the lot selected Transaction quantity cannot exceed the Lot Quantity Available The available Lot Quantity can be set to default by setting the LotQuantityDefault setting to true For the look up list set the Lot Sort Order under setting LotSortOrder with options for Expire Date LotCode Location LeastQuantity Serial Displayed when item tracking is Serial Focus remains on serial field and serials scanned counted until user selects Validation is based on serial number scanned as available From Bin prom
11. is updated in real time as the counts are captured Review and processing of variances will be completed in GP Panatracker gt a B E 4 23 C soko CO a CO E O E en pen Review Stock Count Required This field allows the user to select from any stock counts that have been started in GP Site Available Sites depend on the Sites set up on the Stock Count Schedule Note that the Site look up will indicate the number of items to be counted Bin When using multi bins in GP Bins to count are based on the Stock Count Schedule set up The same as the Site the number of items in the bin will be identified in the Bin look up Item Items to verify are based on the Stock Count Schedule set up Once a count has been entered on the item if itis selected again the user will be prompted to Add to Count OR be able to Replace the Count If the item is Lot tracked all related lots must be verified before the item is marked verified complete If the item is serial tracked the user will have the option to enter an item level count first If it matches to GP all serials can automatically be validated without individual scans If the count does not match all serials must be verified The user may also select to scan every serial instead of entering a pre count If the item is listed on the Stock Count Schedule but not found the user may enter a quantity of Oto mark the item as verified UOM Required Default will be Stock Co
12. item list Clear will clear the signature capture field Submit will commit the transaction and create the order in GP Edit Existing Order Panatracker Order Adam Park Resort PRIMARY Panatracker Order Adam Park Resort PRIMARY Complete Q Details Remove Add Complete Details Remove Add a o E a Item ID Price Level Item ID Price Level Pick Qty Ord Qty Unit Price Ext Price Pick Qty Ord Qty Unit Price Ext Price 24X IDE RETAIL 24x CD ROM Each 0 40 00 80 00 128 SDRAM RETAIL 2 2 135 20 270 40 24X IDE RETAIL 5 40 00 200 00 Previously submitted lines will be displayed in yellow Depending on configuration setting edit may not be allowed to previously submitted lines New line items added will be displayed to the top of the order list Settings include ConnectedSalesAllowAddToExisting Transaction Connected SalesAllowEditToExistingOrderLines Follow the same instructions for editing details adding or removing lines as anew order Panatracker CO SE 5 13 Order Adam Park Resort at PRIMARY PO Ref 982734 Req Date 6 15 11 12 00 00 AM _ Print Receipt Review Clear Submit O Order Total 550 40 Review and submit screen will show PO Req Date and Ship Method as read only based on previously entered data for that order No edits can be made to these fields Submit will update the order or invoice Transaction logging is under Orders Sales Directed Tr
13. list set the Lot Sort Order under setting LotSortOrder with options for Expire Date LotCode Location LeastQuantity Serial Displayed when item tracking is Serial Focus remains on serial field and serials scanned counted until user selects Validation is based on serial number scanned as available From Bin prompt will be disabled for serial tracked items WennSoft Intergration JobTrackingAddOn is set to WennSoftIntegration additional fields for WennSoft will be available on the Inventory Adjustment Remove transaction Job or Service details will be populated as part of the adjustment transaction GC 4 lt GH 2 45 Panatracker Remove Inventory e e Review File Edit Tools View Help fel Save XX Delete He Post Document Type Adjustment Batch ID Number R00000008 Q L Date 1 16 2013 We Default Site ID Item Number QUoM Q Quantity Description 128 SDRAM Each 3 128 meg SDRAM FPE EE e Batch ID e If items are assigned to a job or service on a PO line item the corresponding Receiving transaction will automatically be populated based on the purchase order assignment Note These items are charged directly to the Job or Service and not added to inventory upon posting It is recommended that these items be labeled accordingly Vendor Return Inventory Out The Vendor Returns transaction will create two separate transactions Inventory Adjustment Remove and a Payable Return transaction
14. migration outside of these hours rest assured that we will do our best to accommodate your needs Additional Support Considerations PanatrackerGP is a data capture solution extending Dynamics GP As an add on mechanism for capturing transactions PanatrackerGP provides the mechanism for capturing transactions quickly and accurately via scanning on a mobile device In most cases these are the same transactions that can be directly entered in Dynamics GP This ability to enter transactions directly in Dynamics GP offers an immediate albeit painfully inefficient way to continue working in the rare event of acritical problem with PanatrackerGP If entry of the transaction is urgent it can be entered directly to GP through the standard GP interface The PanatrackerGP transaction can then be marked as discarded in the portal to eliminate duplication All transactions initiated from the PanatrackerGP handheld application are logged in our Panatracker Transaction Manager logging database and immediately applied to Dynamics GP If for any reason the transaction fails to submit to GP an email notification if configured is sent to the designated administrators Panatrack maintains a special email account to also receive these notifications and we encourage our customers to include us in the administrator list Therefore the same notifications will be sent to Panatrack with the details of the error This allows us to learn of any problems so that we ca
15. of this capability to obtain maximum efficiency Setting Starting Inventory Quantities for Bins When going from a non multi bin to a multi bin set up your item site bin quantities must be set Here are a few options that may assist in making this transition e PanatrackerGP Move Transaction When you enable multi bins a default bin will be assigned with your initial item site quantity You may opt to use the Panatracker Move transaction to transfer inventory FROM this default bin location to assign it TO the actual bin location e PanatrackerGP Inventory Adjustment Add transaction If you have never tracked inventory levels before you may want to take a physical inventory of your current items by using the Inventory Adjustment Add transaction to add your inventory into GP Either set up posting to Post To the G Lif you do not want these transaction affecting your GP G L Otherwise set up your inventory and inventory offset accounts with the ability to easily identify these initial Inventory Adjustments as loading your starting inventory quantities Inventory can be labeled at this time also In either option you will want to consider how you want to get your current inventory labeled One option is to use Smart Lists and export your items to Excel Using NiceLabel the barcode design and printing software sold with PanatrackerGP you may print item labels directly from NiceLabel Be sure you have all bin locations bar coded We rec
16. related to inventory only Screen 2 Item Required Validated based on the project set up From Site Required Validated based on quantities available for the item selected From Bin Required when multi bins are used in GP Validated based on the Item and Site selected Quantity Displayed when item tracking is bulk Key entry required when AllowScanInQuantityField False Lot Displayed when item tracking is Lot Other lot tracked settings UseUOMForLots LotWfgDateEnabled LotExpireDateEnabled LotAttributesEnabled Serial Displayed when item tracking is Serial Focus remains on serial field and serials scanned counted until user selects Query Inventory Tools This feature allows the user to check inventory status and location for any item Panatracker gt 2 5 03 a Query On Hand Available Item Required Notes Item information will be displayed below The Details Button will bring up additional information for item tracked by Serial or Lot Associate Mfg Item Tools This transaction provides a tool to create an association of an alternate item number to a GP Item Number Reference Manufacturer Item Number functionality for additional information gt i 5 04 Associate Mfg GP Item Mfg ItemCode J Search Item Description Assemble Mfg This transaction will create the Assembly Transaction in GP using the assigned Batch code under BatchCodeForAssemblies setting
17. the item was selected and a quantity entered Serial tracked items will display serial details and Lot tracked items lot details e Remove will remove the selected detail from the transaction completely e Back to return to the transaction review From the Review Screen the Submit button will submit the transaction to Dynamics GP Panatracker gt ed Gm 2 34 PO01632 in WAREHOUSE Success Transaction submitted Transaction Code RCV000635 A Transaction Succeeded message will display Corresponding GP transaction number is displayed as part of the success message If a Transaction Failed message displays dismiss the message to start your next transaction An email notification will be sent out for any failed transactions Data captured for the transaction is stored safely in the Panatracker Transaction Log The transaction can be re submitted from there Item Quantity Tracking Unit of Measure UOM can be configured based on UseUOMForlnventory UseUOMForLots UseUOMForOrderFulfillment UseUOMForReceiving amp UseUOMForSotckCount Based on these configurations UOM can be set as Read Only or Default Data capture is presented based on the item tracking type e Bulk Quantity An item not tracked by serial or lot number is referred to as Bulk for the item tracking option e Serial Serial Number e Lot Lot Number Lot Quantity with optional Lot Attributes 128 SDRAM For Bulk Tracked Items enter quantity After
18. 2345 1 The receiving site location will then use the Receiving transaction which will create the corresponding Site Transfer from the Via Site The Inbound Transfer table for quantity received will then be updated and the transaction marked as closed Panatracker Da im 9 22 Panatracker D w E 9 23 Receive Inventory Receive Inventory Vendor pe You are about to receive an automatic inbound transfer from INTRANSIT Continue ASN Receiving Panatrack has added a table structure to support Inbound Vendor Shipments This is commonly known as Advanced Ship Notices ASN When a PO is selected within the Receiving transaction interface that is identified as a ship notice the Shipment ID would be used to select each package and a receiving transaction will automatically be created in GP based on the file details supplied The supporting tables include PanatrackerGPX_InboundVendShipmentRepresents the header details for the transaction PanatracerGPX_InboundVendShipmentUnits The corresponding line details for the transaction The following is the overview of the file structure and requirements PanatrackerGPX_InboundVendshipment Field Name PkgTrackingCode Status POCode InboundLocCode DocDate AuditReqd ShipMethodCode ShipToName DueDate VendorCode VendorName ReferenceCode ReferenceCode2 FlexField1 5 PanatrackerGPX_InboundVendshipmentUnt This represents the Shipment ID If mo
19. 33PROC RETAIL 333 Processor Each 1 249 95 249 95 128 ga RETAIL 135 20 676 00 Panatracker gt SE Panatracker gt lt Gm 4 51 333PROC E 128 SDRAM Ordered 1 Sold 1 Ordered 5 Sold 0 Quantity 1 Each Bin AUTOCREATE 9 Add Remove i Add Remove Details Tap a line in the review screen and then tap details to view the pick details for that line Tap on the line edit icon to edit price or quantity Tap on the fulfillment line detail and tap on the Edit on the lower menu bar to edit line fulfillment details Panatracker GG a Ey Order ADVANCEDOOO1 Net 30 Advanced Paper Co Line Total 2499 sd Deeg vise crd EE Tax Amount keng Order Total 249 95 sd res TI Screen 4 Complete Order Order Summary Read Only Panatracker CO 42 E 5 03 Order Advanced Paper Co at PRIMAR Dees _ Print Receipt Review Clear Submit e Order Total 249 95 Screen 5 Complete amp Submit PO Ref Optional field Enter the customer PO or reference Populates the PO field on the sales order Req Date Optional Requested Ship Date Date entry is based on date configuration which as a default is set to accept entry as 010113 which will be 01 01 2013 Ship Method Optional Validated based on ship methods set up in GP Signature Capture Optional signature capture This is stored in the Panatracker transaction manager database Review will return to the
20. Bin will be assigned DestinationLocCode This is the Dynamics GP Site that the inventory is to be transferred TO i e the requesting location If using multi bins the default bin will be the Purchase Receipts default bin set up on the item in Dynamics GP If using the ViaLocCode the GP Site set up for the ViaLocCode populates for the FROM AuditRegqd For future functionality DocDate This id the order date ShipMethodCode This identifies the shipping method for the transfer It is logged as part of the Panatracker logging database FulfilledDate Updated when the order is submitted and the transfer is created from the Panatracker mobile client DueDate This represents the requested delivery date for the inventory to the destination location The order list in the Panatracker Order Fulfill Requirements This is a required field and must be a unique number This is a primary key which will also relate to the corresponding item lines on the DirectedTransferOrderUnits table This is arequired field The Site entered must be a valid Site set up in Dynamics GP If using multi bins the Sales Order Fulfillment bin must be set up Via Site is not required If itis not provided the Transfer will be created directly for the Destination Site set up The ViaLocCode is required fora two step transfer The Site entered must be a valid Site set up in Dynamics GP The Purchase Receipt Bin must be set up in GP This is areq
21. Confirmation O O Allows administration of settings throughout the system Allows control and enrollment of user accounts Allows viewing of data from ALL profiles Allows viewing and control of submitted transactions Diagnostics Email Test Event Log Test Label Print Test Host Test Reset This issues a test email to the specified email address below This confirms that the email syst Your e mail Perform test This page includes diagnostic tools for Email host connection and label printing Typically a representative from Panatrack will be working with you on any additional diagnostic requirements Configure Companies On the initial install any Dynamics GP company databases in the installed domain would be set up here A company will be defined for each profile set up A profile is assigned to either a device or user If adding anew company database anew profile may need to be set up or an existing profile modified Profile Set Up A profile is assigned various configuration settings including field defaults and what transactions are enabled The profile identifies the Dynamics GP company database that the profile is set up to complete transactions against When Panatracker is originally implemented a profile is set up for each of your organizations company databases In most cases this is your live production company database and often a test company database These profiles are identified by the company database Howe
22. GP they are assigned to a Batch ID based on configuration set up Posting is completed within GP directly Itis possible to add automated posting to Dynamics GP using third party posting solutions available in the market e Process Scheduler available from mc2 Software www mc2software com e Post Master available from Envisage Software Solutions www envisagesoftware com e SmartPost available from eOne Solutions http www eonesolutions com These solutions will provide the maximum flexibility for your posting Select the transactions to post as well as the frequency If you add new employees you can assign a Batch ID that is not included in the automated posting to check the transactions submitted by those employees prior to automating their work Panatracker Administration If you do not know the current address of your PanatrackerGP Portal it can be located on the System Status Page in the Admin Menu of a Handheld Device or in the test email created during your implementation My Portal Address Default Administrator administrator Default Password admin 1 Administration Settings System Status Version Panatracker Version 6 1 6 3 MS Database Database host local Database name PanatrackerGP6 Security OK Web services OK Environment System Adapter Dynamics GP v10 Panatracker OynamiceGP v10 Server URL root http OGP10A panatrack local 82 Name of this machine DGPIOA Ons sufix of this machine panatrack l
23. M Succeeded TWO 1 12 4 2012 11 01 AM Discarded TW Navigation Launch PanatrackerGP To launch PanatrackerGP Select the application from your Windows Mobile Start Menu Gd 10 30 10 30 gt WI FI Tesla e mail x r No Appointments i 3 13 1 10 13 favorites Contacts Today L d bh Fa ha Bi Panatracker a 10 34 Checking connection Application Loading Status VATRACK and asset tracking G gt SA 10 32 The Application Splash Screen will appear as PanatrackerGP loads Here you are presented with the Application Loading Status as well as the current Version Number User Login If User Login is enabled for the handheld a login screen will be displayed Enter User Name and Password by either the hardware keypad or popup keypad These fields also accept a bar code scan G 2 m 1 38 User Login E Login Exit GEERT Tab aw ed c tly wl idod ed OL CAP a sd al Elod hd idk ut Shift z xd ef vd bd adol a oti RIES RR WE ER Panatracker The assigned profile settings for the user will be accessed and loaded to the handheld af y A network connection is required The Main Menu will display Use the Touch Screen to access the associated transaction menus Exit to return to the login screen or exit the application if not using users y It isn t necessary to log out of the Panatracker application completly unless there h
24. PanatrackerGP Inventory User Manual Table of contents General Inventory Set Up Recommendations amp Tumps 3 EI CIR E 3 Ate 4 ADOM IS ss seceseensccennececanaee E EEEn LT ERA EEEE OE er E A EEEE Ea a EEEE nia 4 Setting Starting Inventory Quantities for BINS 0 0 cc eccsceceeeessseeeeeessssseeeeeesessseeeeeeessaes 4 Directed Put Away For Moves ENEE 5 PINSI RECOM ee E 5 Bins for Order Fulfillment EE 5 AOU esl icl gt T e E ee er 5 Order Fulfillment Set UD WEE 6 SAIPPING le e 6 Erziel UCI nseupea sew tects Senet ovat tacaesnsaieareetoutsn E E S 6 Manufacturer keni NOMDOT sirrane ernie araa O ERER TE 7 EE Eege T Klee e Fy IMS AU ON prenan AEE EAE 8 PAIN ANS TAON gt SUING EE 8 SE E E LEE 8 ISO SI EE 8 Ree Ce 10 OM te 10 OPI alte 10 e UE E EE 10 Re D acca recated ssc E E E 11 TAS AGHIOS CUD E 12 FIO F 6 ent E E 12 EE eege 12 MENON e ee ee ee ee 14 THAIS ACWON OO GING E 15 NAVO Eelef 16 MAS ACON RTE 26 Ken Lee EE 26 AGO wn ee EE 29 CSN Go EE 31 SF are 33 BIA TEAN TEE 35 THEISTIC ONAE E 36 elt 37 SDOT OL eege 39 PRETO VG WAV CIN Fy E 40 VV CMS ONG WCC HOR aO esrar E ESS a 42 VE leg ROLI aoea S E AE A R I A E E 43 B lleg ein 45 SY VOT Le 47 ASSOC VIN un EE 48 EE 49 PE El e EE 52 BUC ED Fr GIG EE 56 NMP OOT r E E E eee A ee 57 VE El EE 59 SE 61 Directed ian EE 68 AON RECONINO E 71 leen 74 General Inventory Set Up Recommendations amp Tips General Terms Item Item Tracking Option M
25. The transaction sequence prefix is defaulted as ASM and can be modified under the Transaction Setup This transaction is created using a Stored Procedure identified under the setting TrxAssembleStoredProcedure gt q2 5 05 Panatracker Om 10 58 Make 1 of FAXX FG3 0001 Mi ad xe Assemble Inventory FlexField1 sid mal mn el Planned 1 FAXX FG3 0001 Desktop Fax System HDWR FGC 0001 Q Data Card Assembly HDWR PNL 0001 Control Panel INST TWO 0001 d Installation TT oeny JB gt i Pick AutoFill Details Screen 1 Printer Displayed and required when LabelPrintingForAssemblyEnabled is set to True FlexField1 Displayed based on configuration setup Configure gt gt FlexFields To Site Required Define the Site to add the Assembled item quantities The Assembly item MUST be assigned to the Site To Bin Required when multi bins are used in GP Assembly item will be added to this Bin Item Required Validated based on open BOM Items Quantity Displayed when item tracking is bulk Lot Displayed when item tracking is Lot Other lot tracked settings UseUOMForLots LotWfgDateEnabled LotExpireDateEnabled LotAttributesEnabled Serial Displayed when item tracking is Serial Focus remains on serial field and serials scanned counted until user selects Q Screen 2 All component items with the corresponding use quantity calculated on the associate
26. Unit of Measure is not populated the purchase order Unit of Measure will be defaulted If the ASN transaction is identified by a Package ID either the PO Number OR Package ID can be selected in the PO field Otherwise select the PO and then scan or select the corresponding Package ID to receive Panatracker G gt af G 9 32 Panatracker Go qi G 9 33 Receive Inventory Receive Inventory Stemte Ju asp sid Vendor Fiter Ju Vendor Fitter sd Poloz O e Package ASN 2126 A Panatracker CR ed CG 9 35 Jh Receive Inventory You are about to receive an automatic purchase order Continue The purchase order or purchase order items associated with the Package ID will automatically be received creating the corresponding Receiving Transaction in Dynamics GP The receive quantity will be updated on the Pantracker table and the transaction status updated to closed Support It is recommended to contact support via email to support panatrack com A support ticket will be initiated to the support team who will review and assign to the appropriate resource Your support ticket then captures all communication and activity through resolution If you would prefer to communicate by phone dial 262 646 3590 Option 3 Add If additional follow up is required a support ticket will then be opened Contacting Support Panatrack offers phone and email support during regular business hours Our standard business
27. When posted inventory quantities and details will be updated based on To and From Sites defined Batch assignment can be set by profile and configured under Settings BatchCodeForTransfers If none entered current date is used Transaction sequence prefix default is XFR and may be changed under Transaction Setup GA fe E 4 28 Site Transfer User 10 En Reference ee Crm O Tel pl el C roms o o Damm Panatracker Printer Displayed and required when LabelPrintingForTransferEnabled is set to Tue Item Class Visible when UseltemClassCod es is set to true Default setting false Optional filter for the Item look up and validation based on a selected Item Class FlexFields 1 amp 2 Displayed based on configuration setup Configure gt gt FlexFields Shown in example above as User ID amp Reference From Site Required This field may be defaulted based on configuration setup DefaultSite May be set to read only based on configuration setting AllowChangeSite False Restrict the sites available with configuration TransferToSiteList If none defined and AllowChangeSite True all sites are available to select From Type Defaults to On Hand Visible when AllowTypeTransfer True Is not displayed when setting is false Shipping Method Visible when configuration setting CaptureTransferShippingMethod is set to true This is an optional field It will not be displayed if setting
28. a Batch Code as an option Set this under BatchCodeListForOrderFulfillment Multiple Batch Codes may be set up here To view only orders with Allocated line items set the Allocate setting to true Note Serial and lot tracked items can still be allocated on the item level without requiring selection of the specific serial and lot details For Advanced Inventory Directed Transfer orders will be available in this list also Filter On demand filters are available to apply to the order list Tap the Filter bar to open the options The Filter bar will display the applied filters when closed Tap the X next to the filter to remove it Screen 2 Pick List When the order is selected the order pick list will be presented The list will be presented based on the FulfillmentOrderListSortOrder This includes ItemCode DefaultBinCode LineNumber ItemShortName Status icons are displayed representing the current pick status Panatracker GE e SL 0 5 19 d 8 4 gig Hard Drive ACCS CRD 25BK Phone Cord 25 Black 128 SDRAM 126 meg SDRAM 40X IDE 40 CD ROM CD ROM Site WAREHOUSE Avail 5 S Avail 0 v a Que Notes Details Submit o No Pick Activity Partial Pick Pick Complete As items are picked complete the list is resorted and those line items are dropped to the bottom of the pick list If using multi bins the Query button will access the list of all bins for the selected item in the list and on hand an
29. a user to access the Panatracker Transaction Manager portal Various security options are available A user may also be set up to login into the device client Users may be set up for both In most cases the administrator login which is setup initially is shared by any system administrators Separate logins can also be created if needed For setting up user to login to the device it is recommended to keep he login ID and password simple NE This page lists users and their security authority within the system Add new record Drag a column hesder and drop it here to group by that column Actions Usemame a FF Active L Default Profile T First Name T Last Name YT f X administrator E MBINS Cell e d TWO Alex Rode xX 16 of TWO Justin Bielefeldt x Nz w Sales Nicole F X Pam d MBINS Pam Bumham L nl reng d TWO lw Sales C Sales Sales Two w 4 litt To add a new user simply click New Complete the form including profile assignment You may also Edit an existing user by clicking on Edit Username Profile assignment and Password are required fields The four checkbox options support access to the Panatracker Transaction Manager If none are checked the user is used for the handheld application only Edit User Information Default Profile Username First Name Last Name Active Email Address O O Fassword
30. alidated If skipping a field USE THE ENTER KEY This is the recommended option versus tapping into a field further down in the transaction By using the ENTER KEY each field will be validated in the appropriate order There are very few if any fields that will be optional for any specific transaction The keypad unit and screen pop up can be used to key enter information in any field Most often this will be limited to a Quantity field Fields represented with a button label has an associated look up list available Panatracker CG iL Gi 4 09 Add Inventory Printer ct a Ce User 1D r c Labels To access the look up list simply use the DOWN ARROW on the handheld keypad OR tap the button icon circled in red above Look up fields also have type ahead filtering Enter the first few characters of the information you are looking for to minimize the look up list This can be completed either before opening the look up list or after the listis opened or combination of both When opening the look up list before any entry you can also use the barcode scanner in the data capture list field Once the needed selection is found either use the Enter key on the handheld to select the highlighted selection or tap the Select button on the screen Cancel returns to the main transaction screen Clear will clear any characters entered for the type ahead filtering feature wec3 Work Center 3 Sc Clea
31. ansfer Directed Transfer functionality is available to set up under the Panatracker Advanced Inventory solution Additional table are added to manage and support these transactions Panatrack has created a Directed Transfer infrastructure This infrastructure supports the ability to create an internal transfer directive This directive would be submitted to the Panatrack tables e PanatrackerGPX_DirectedTransferOrder order header details e PanatrackerGPX_DirectedTransferOrderUnits item details The following provides a guideline to populating these tables PanatrackerGPX_DirectedTransferOrder Field Name Description TransOrderCode Represents the internal order number for the transaction This is the order number that will be displayed on the Order list on the Order Fulfill transaction in the Panatracker mobile client interface SourceLocCode This is the Dynamics GP Site that the inventory will be picked FROM If using multi bins the default Sales Order Fulfillment bin assigned to the item will be the bin default presented If not default bin is set up the user will select the bin as part of the transaction data capture ViaLocCode This is the Dynamics GP Site identified as the in transit site When using the in transit functionality the destination receiving site will use the PO receiving transaction to create the in transit transfer from the ViaLocSite to the DestinationLocSite If using multi bins the default Purchase Receipt
32. anufacturer Item Number OR Alternate Item Number Bar Code Site Bin Container Mobile Computer An inventory item set up within your Dynamics GP database An item can be received moved counted used and sold Items can be set up to be tracked by quantity serial number or lot number Within the Panatracker application the tracking option is often identified within look up lists using Bulk An item tracked by quantity only Serial An item tracked by serial number Lot An item tracked by lot number Within Dynamics GP your items are set up with an Item Number based on how you would identify this item internally The manufacturer may also have an item number they identify for the same item Often this may be referred to as a UPC or the bar code number since many times the manufacturer will bar code their item number on their packaging This item number can be stored within Dynamics GP for cross reference Think of a bar code as another language or font Panatrack Century Gothic PANATRACK ALGERIAN Panatrack Times New Roman Panatrack as a bar code You can create a bar code for any field such as site or bin not just for inventory items A Site typically represents a large general location such as a warehouse building A site may also be set up to representa department or be virtual and represent a status for your inventory In Transit for example Items will be transferred from one site to another s
33. as been a change to configuration setting or a new version release has been provided y When not using the handheld keep it in the charging station This will ensure that the units stay charged Hardware Buttons The following keypad configurations are based on the most popular units please reference documentation provided with the Mobile Computer for details MC9590 K Alpha Numeric Honeywell Dolphin 6500 MOTOROLA H 10 5 A T Ti LA Lea LEI D i D lt 4 1 Scanner Button Esc used to clear afield and move back a field Does not appear on Motorola MC55 amp MC65 or Honeywell Scanphone 6000 Mobile Computers Backspace used to clear a field and move back a field Enter to accept key entry or selection from look up or move to next field Power Button Down Button to open a look up list Navigation to navigate through lists SE eh Se eh a Administration Menu From the Main Menu tap Admin Then tap on the Test Scan Icon This tool will provide new users not familiar with using a barcode scanner the ability to become familiar with barcode scanning They can easily master the scanning technique No data is captured here Only the information contained within the barcode will be displayed To scan simply aim the device and press the yellow Panatracker G q2 0 5 32 button in the center of the keypad Scanning buttons This is a test panel that allows you to can often be fo
34. ble list e Order ready for picking are allocated PanatrackerGP can be set up with the configuration option to only display orders with items allocated Note You can allocate inventory without having to select your serial and lot numbers If you are using multi bins you cannot move a quantity that exceeds the quantity available on hand allocated available Please consider if this will be an issue prior to selecting this option There are also on demand filters for orders These include Site Customer Batch and Ship Method and Ship Date Shipping Box Assignment As part of the Order Fulfillment configuration the option to assign a shipping box ID during the order pick can be set up Print serialized carton pallet box labels to affix to each container Scan items to the container The tracking number can then be associated to the shipping box ID This data can be used for shipping applications or for printing packing lists for each box Batch Pick You may group orders together to present a combined pick list Orders grouped are not available within the standard Order Fulfillment transaction Panatrack uses a User Field on the Sales Order to identify the group ID Each order line is presented Same items are grouped together in the pick list This will provide the ability to identify quantity for each specific order Based on the number of orders in the group each order is assigned a container and the picker is directed to pick to
35. bled is set to True Site Filter This field is used to filter the PO list and PO items by site This field may be defaulted based on DefaultReceivingSite f not configured DefaultSite will be used This field may be read only based on configuration of AllowChangesSite If receiving without a Purchase Order AllowReceivingWithoutPO true Site is required for the transaction Vendor Filter Entry in this field will filter the PO look up list for open POs by Vendor ID selected This field is optional when receiving against a PO however if receiving without a PO AllowReceivingWithoutPO true then Vendor is required PO Required to receive against open PO May be left optional is AllowReveivingWithoutPO True When receiving without a purchase order Site and Vendor will be required User will be prompted to confirm receiving action without PO Vendor Doc Setup is FlexField1 under FlexField set up Entry in this field populates the Vendor Document Number on the Receiving transaction Behavior is set on FlexField set up Note If setting ReceiptType ReceiveAndInvoice this must be set up as a required field Screen 2 Item Required Validation is based on PO line status and remaining expected quantity Warning message returned to user for quantity greater than remaining expected Note AllowMfgCodeAssignments true will prompt the user when an item number not set up in GP is entered Reference Manufacture
36. cker logging will assign a transaction number as well as reference the Order Number as part of the log details This transaction number is internal for Panatrack logging only The transaction sequence number default is VER Panatracker GA q 2 07 Verify Order E C o C E Quanity Site Filter This is a filter for the Order look up list and not required Order Only fully picked orders can be processed Additional validation based on the BatchCodeListForOrderVerify configuration setting Item Scan or confirm items Validation is based items on the order Quantity Displayed when item tracking is bulk Validation based on order quantity and remaining quantity to confirm Serial If item is serial tracked validate serial numbers Validation is based on serial numbers assigned to the order Lot It item is lot tracked validate lot numbers Validation is based on lot numbers assigned to the order Shipping Box Configured with UseShippingBoxForVerify Required when UseShippingBoxTracking True Review to access items that have been verified and to Submit the verification to GP ALLitems must be verified complete to process Exit an in progress transaction and tap the Yes to save the verified progress and keep the transaction open in the Panatracker logging portal The balance of the verify can then be resumed later Note To close the open transaction in the portal to start the verify compl
37. d BOM set up Tap on AutoFill to automatically issue all components and calculated quantities based on the Make quantity and the BOM set up Alternatively tap on a component line and tap on Pick to manually complete the usage recording If using multi bins the default bin set up in GP will be used unless otherwise specified If components are serial or lot tracked use the manual process to issue the selected serial and lot components Screen 3 Pick Panatracker G s a im 12 02 Use 1 of HDWR PNL 0001 to make 1 of FAXX FG3 0001 Validate Item HDVWR PNL 0001 Femba cl oniy E Validate Item Here you are validating the component item selected in the previous screen Scan or tap Enter to populate the field From Bin Required when multi bins are used in GP Validation for available quantity is based on the Item selected Quantity Displayed when item tracking is bulk Key entry required when AllowScanlinQuantityField False Lot Displayed when item tracking is Lot Other lot tracked settings UseUOMForLots LotWfgDateEnabled LotExpireDateEnabled LotAttributesEnabled Serial Displayed when item tracking is Serial Focus remains on serial field and serials scanned counted until user selects Notes The Components button will return the user to the previous screen The Menu BUtton will prompt the user to exit the transaction without completing Fulfill Order Orders Fulfill Order
38. d Name and Behavior These fields may be set up as Required Optional or Disabled Entry for these fields is bar code scanning or key entry More advanced set up is available that would allow set up of a customized look up list A corresponding Stored Procedure and Validation Stored Procedure would be required to set this up Settings All configuration settings are listed here These settings are typically set once upon installation and are rarely adjusted Settings are listed alphabetical by Setting Name but can be listed by any column by clicking on it A description is provided See the Configuration Setting documentation for additional information on these settings Groups are Inventory LabelPrinting OrderFulfillment SystemControl MobileSales FixedAssets ReportPrting Dataldentifier amp ConnectedSales These represent the types of transactions or features of Panatracker the settings configure All companies or profiles will share the Default Value listed unless the Overridden column indicates Yes for an override Most settings are Profile related as identified by the Target Column indicating which aspect of Panatracker they configure a y As you go through these configuration settings your profile set up will become more obvious Identify during your set up if you need a different setting for a user group of users or locations This page controls various settings that affect how transactions are processed Many
39. d available quantities Notes will access any notes set up in the order Comments Details will access the current pick details including lots and serial details Only details selected within the current pick transaction can be removed Pick to access the validation screen for the selected line Panatracker Oe od Ce T Order ORDST 2227 40X IDE 40x CD ROM Quantity 1 Each Site WAREHOUSE Bin AUTOCREATE Q o Back Remove Cancel or select a line to remove Screen 3 Validate Item Panatracker 11002 022 001 Energy Enhancer Plus Patch Product gt qt Gi 11 43 Picked 0 of 1 Each Validate Item PY Quantity ooo Pick List From Bin Required when multi bins are used in GP This may be defaulted based on the SOPFulfillmentBin default set If a default bin is assigned to the item in a non multi bin environment it will also be displayed in read only format The Bin lookup includes quantity information for the item Validate Item Required A scan or key entry is required in this field when RequireScanToPick is set to true Best practice is to scan to validate the item pick however if the referenced setting is set to false the enter key can be used to confirm the item UOM Required Default will be the Order UOM for the item This will be read only unless UseUOMForOrderFulfillment is set to True If set to true and an alternate UOM is selected the pick q
40. e or Item Site Purchase Receipts defaults Instead have a bar code printed and available to scan for each Receiving location e lf you are setting up a single receiving bin location for each site then set up a default Purchase Receipts bin for the Site This will automatically default on the receiving transaction Bins for Order Fulfillment One configuration option is set the item pick list sort based on assigned item site default bin assigned as the default Sales Order Fulfillment bin Even if your inventory for an item is held in multiple bin locations we recommend that a primary bin for that item be determined and assigned as the default A query is available on the PanatrackerGP order pick transaction to view all bin locations with current inventory It is important to set up your bins in a numeric or alpha numeric order based on the layout of the warehouse If you are not using the GP multi bin functionality a Bin can still be assigned for the item for each Site PanatrackerGP does support display of this default bin at order picking About Transfers Transfers are between sites If you are physically moving inventory from one site to another site with distance between consider setting up an In Transit site to identify when the inventory is traveling between the sites You may also want to consider the Panatracker Directed Transfer functionality available as part of the PanatrackerGP Advanced Inventory solution Additional audit
41. ent can be removed on the order in GP if needed Panatracker PGO000000 ALOTO10 ORD1047 PGOO00008 PGOO00007 PG000010 PG3 PGO00001 PGOO0005 ADAMPARKO001 AARONFITOOOL Panatracker Gs SR im 7 44 Order Group PG000000 450PROC 420 Processor S500PROC 500 Processor 64 SDRAM 64 meg SDRAM LOOXLG Pick Query Notes G gt GT 2 42 ADAMPARKOOO1 eg Picked 0 of 1 Each Pick List D of 1 Processor g ALOTO10 ADAMPARKO001 Site WAREHOUSE Avail Bin Avail 0 Details Each order in the group will be identified to pick to a Bucket for sorting Each item for each order will be displayed and validated independently to provide the ability to manage inventory shortage situations Items will be grouped together in the order pick list Follow the same process as the standard Order Fulfillment transaction Ship Order Orders This transaction associates tracking numbers to orders and Shipping Box ID Option for signature capture for pick ups or delivery drivers The option to update the Order with a new Batch ID is available with submit based on BatchCodeForShipOrder configuration setting The Panatracker logging will assign a transaction number as well as reference the Order Number as part of the log details This transaction number is internal for Panatrack logging only The transaction sequence number default is SHP Panatracker Do ed OC 1 57 Ship Order one
42. ersions as they become available See the PanatrackerGP End User License Agreement for additional details Panatrack s support is limited to the support of our PanatrackerGP software Panatrack does not provide support for network related or hardware related issues as these are typically supported by a hardware manufacturer or IT provider Panatrack does not provide support for Microsoft DynamicsGP or other third party software Please contact the vendor directly or contact your Dynamics partner for assistance Reference the Panatrack End User License Agreement for additional support details
43. etely over after a save go the to Verify Order portal page and discard the transaction Submit of the completed verify will update the Batch ID assignment on the Order in GP based on the setting BatchCodeForVerifiedOrders To keep the original Batch Code be sure this setting is left empty Sales Orders The sale transactions provides the ability to create a new sales transaction and to edit or add to an existing sales order designed to support environments that use sales orders as a work order Customer sale returns can also be created from this transaction interface These transactions are available using a continuous network connection Contact Panatrack to discuss the Field Sales functionality for supporting data capture outside of a continuous network connection Screen 1 Panatracker Sc x ae eto d ol If no order is selected then a new order will be created based on the selection below amp 3 Return Site Required when creating a new sales transaction Provides a filter for the Order look up for editing an existing transaction Default may be set ConnectedSAlesDefaultSitelDForSale Customer ID Required when creating a new sales transaction Option to search by Customer Name by tapping the Search Customer Name field Enter the part of the customer name and then use the look up button to access the list Ship To ID Required when creating a new transaction Field will default based on the Custome
44. ew quantity A warning message may display for expired lots if configured based on WarnForExpiredLots and WarnForExpiredLotDays Shipping Box ID This field will be available when UseShippingBoxTracking is set to true Provides the ability to pick items to a specific box that can later to assigned a tracking number It is recommended to have pre printed serialized box label printed to use By tapping the Next when the pick is complete for the current item automatically go to the next item on the pick list Pick List returns to the pick list screen for review and submit Next Printing Automated printing of a packing list can be set up Create a report that can be called outside of GP Contact Panatrack for assistance with additional set up Note This set up is not included under Panatrack s standard install services A box label can be printed upon submit of the order fulfillment process The user would enter the number of labels to print Note These labels are not intended to be shipping labels Configure with LabelPrintingForOderFulfillment Batch Pick Orders Multiple orders can be grouped together to present a single pick list under order in the Panatracker portal A list of orders will be presented Mark the order to group The Group ID is assigned to the order under the User Defined Text Field 1 Once an order is grouped it is no longer available to pick from the Order Fulfillment transaction Note The Group assignm
45. hen item tracking is Serial Focus remains on serial field and serials scanned counted until user selects To Bin Required Validation is based on the Site Additional validation may be defined based on Priority Bin set up in GP When priority bins are assigned for the item and configuration setting PrioritizePutAwayBins true If user selects a bin not set up as a priority bin a warning message will be displayed however alternate bins can be selected Labels to Print Displayed and required when LabelPrintingForMoveEnabled True for bulk and lot tracked items Defaults may be presented based on LabelPrintQuantityDefaultEnabled amp LabelPrintQuanitityDefault Settings Bin Transfer Inventory Track The Bin Transfer provides the ability to complete an inquiry on all items and quantities within a bin Option to then transfer all items from that bin to another bin under the same site without scanning or selecting each item and item details ALLitems will be moved to the destination bin On Hand and Available Quantities MUST match for ALL items to complete a transfer transaction Site Required Bin Required Bin selection retrieves and displays ALLitems in that Bin and On Hand and Available quantities For Serial or Lot items tap on the corresponding item line in the view and access the lot or serial details under the Details button on the lower menu To Bin To move all items confirm On Hand and Avai
46. hen multi bins are used in GP Validated based on quantities for the site and item selected Quantity Displayed when item tracking is bulk Key entry required when AllowScaninQuantityField False Lot Displayed when item tracking is Lot Other lot tracked settings UseUOMForLots LotMfgDateEnabled LotExpireDateEnabled LotAttributesEnabled Serial Displayed when item tracking is Serial Focus remains on serial field and serials scanned counted until user selects Project Transfer Inventory Out This transaction will create a Project Accounting Transfer transaction in GP The transaction sequence default is PJT Batch Code assignment is shared with the Site Transfer under setting BatchCodeForTransfers This transaction uses a stored procedure to create the transaction in GP set under TrxProjectTransferStoredProcedure Panatracker Cs SE E 4 48 Project COHOCONST Ref wf di pen C rome Quanity Panatracker d CH 4 46 Project Inventory Transfer FlexField1 FlexFied2 sd a Gost Gategon Screen 1 FlexField 1 amp 2 Displayed based on configuration setup Configure gt gt FlexFields FlexField1 will populate the Requested By field on the transaction FlexField2 will populate the Reference Number field on the transaction Project Required Validated based on project status Cost Category Required Validated based on Cost Categories set up for the Project
47. ite A bin is location within a Site If you have several warehouses you would potentially set up each as a Site Within that site you would then have several locations For example Aisle 1 Section 2 Row 3 could be represented as bin A123 This is a PanatrackerGP term for a movable or temporary bin Also referred to as handheld or scanner This is the device that the PanatrackerGP application operates on These devices are small mobile computers than can easily be carried around and have integrated bar code scanners About Sites We see sites being used in a number of ways to manage inventory Typically a site is a physical location however a site can be set up as a virtual site representing the status of inventory If you are transferring inventory from one site to another you may want to consider setting up an In Transit site ID A transfer transaction from one site to another can be better tracked by transferring to an In Transit site The receiving site would complete a transfer transaction from the In Transit Site to the physical site PanatrackerGPs transfer transaction has 2 user definable fields One may be used asa Reference ID that would be used to identify both transfer transactions and tie them together You may add these user defined fields to your Smart Lists using Smart List Builder Sites may also be set up to represent inventory
48. ivity No Pick Activity A Partial Pick Pick Complete Notes The check boxes on top allow the user to see only the transaction that have been received View Receipt or only the transactions that are not received yet No Receipt Activity Select the Submit button to end the transaction Add Inventory Inventory In Submit of the completed transaction will create an Inventory Transaction When posted inventory quantities and details will be added to on hand and available in GP Batch assignment can be set by profile and configured under Settings BatchCodeForAdjustments If none entered BatchID will be assigned based on the FlexField1 entry If no Batch ID and FlexField1 is empty current date is used Transaction sequence prefix default is A and may be changed under Transaction Setup Panatracker Add Inventory Seel ert Wen Gre ml nl pel wn quantty O oS SyS SS Printer Displayed and required when LabelPrintingForAddAdjustmentEnabled is set to True Item Class Visible when UseltemClassCodes is set to true Default setting false Optional filter for the Item look up and validation based on a selected Item Class Reason Set up the list of Reason Codes under Inventory gt gt Inventory Setup gt gt Add Reasons May be set as optional or required based on setting AdjustmentReasonRequired FlexField1 amp FlexField 2 Displayed based on configuration setup Configure gt
49. lable quantities match for all items in the selected Bin Then select the destination bin location Confirm the move Transfer Container Inventory Track Available within multi bin environments only This transaction provides the ability to group items under a designated container bin The bins identified to be available for this transaction are set under ContainerFilter configuration setting Only bins matching the pattern s defined can be used within this transaction A standard Site Transfer transaction will be created The transaction sequence prefix is set under TransferContainer with default setting of TC This transaction shares the same Batch Code Assignment with the standard Site Transfer BatchCodeForTransfers Panatracker E ad Gi 3 28 Transfer Container Container Site Required Container This is the Container Bin Validated based on the ContainerFilter defined To Site The destination Site for the Transfer The same Container Bin will automatically be created for the destination site if it does not exist Note All items within the Container Bin MUST have both On Hand and Available quantities be the same to complete this transaction Submit will create the Site Transfer in GP for ALLitems in the Container Bin Count Stock Inventory Track This transaction uses the Stock Count Schedules set up in GP This transaction does not have a submit The GP Stock Count Entry
50. lly register themselves in this list You must then assign each unit to a profile and mark the device as Active You can disable access temporarily or permanently by unchecking the Active checkbox For details on configuring a handheld see the installation guide diong Device Mamaa Y Agere T Logona Regd Y Devs Prahe T Devica ip T venm TI OS Inis T Ta Breif Last Beagteeced T Address Y Note foe UN INN x x x J a Transaction Setup Transactions are automatically created or updated to Dynamics GP upon transaction Submit from the mobile application To hold a transaction at a Pending status in the Panatracker logging database i e does not get submitted automatically to GP unflag the corresponding Auto Submit for the transaction Submit to GP will be required through the Panatracker transaction log page Panatracker will generate transaction numbers in GP separate from the native GP transaction numbering This is done to differentiate transactions entered from the Panatracker interface from those entered directly in GP Each transaction type has a prefix assignment This prefix can be changed under the Transaction Setup tab The next sequence number can also be adjusted as needed Flex Fields Flex Fields are user definable field Most transactions have anywhere from 1 5 Flex Fields available to set up Each transaction is listed with the corresponding Flex Fields available Click the edit icon to change the Fiel
51. mation available For example item look ups will display associated quantities PO Expected to Receive Item On Hand Available etc Panatracker G af Gi 3 02 y By scanning or selecting the entry and then using the look up which is now filtered by the selection you can access the additional information quickly without 645441 the need to scroll through a list 6210 AH BLACK 200 CS 10 PINCH GRIP W SQ Most transactions have a Review Screen The user can access the progress of a transaction any time Back to return to the transaction data capture screen Panatracker Dis Gm 3 04 Panatracker GE TER Add eieiei Add Inventory ADILUET Review Select a line and press Enter for details Submit Actions Ki Ba y In some cases the action button allows a user to reduce or expand the screen The default view is expanded Selecting this button will hide the row with the Details and Submit buttons Panatracker Q i GH 3 20 Panatracker SE SEI Add Inventory Add Inventory Review Item 125 SDRAM P aa soe EA Erat T item ety OF 2 Quantity 12 Each 128 SDRAM 12 Each Whs WAREHOUSE Bin A100 128 meq SDRAM 12 Each On the Review Screen tap a line item to expand to show additional information Tap the Details icon to access the data capture details for the selected line item For items not tracked by either a lot or serial number a detail entry is made each time
52. ment ID If more than Required one package is included in the shipment Each line must be associated there may be several Shipment IDs associated with the corresponding code with a single PO This must match the Header POLineNumber The associated PO Line Number on the Required Dynamics GP Purchase Order The line number and item MUST match the Dynamics GP Purchase Order associated line sequence number purchase order line LotCode The Lot detail for the line number that will be Required if item tracking set received Each lot will be represented ina in Dynamics Lot parate line SerialCode Required if item tracking set that will be received in Dynamics Serial ReceiptBin If using multi bins the designated bin for the Required if a default PO receiving transaction If no bin is designated Receiving Bin is not set for the defaults set up in Panatracker will be either the Site or the Item in used GP ReceiptQtyType QtyShipped The quantity shipped for the PO line QtyReceived When the receiving transaction is completed through Panatracker the QtyReceived will be odated UnitExpDate For Lot Tracked Inventory Populates the Expire Date Attribute for the Lot passed in UnitMfgDate For Lot Tracked Inventory Populates the Manufacture Date Attribute for the Lot passed in UnitOfMeasure The Unit of Measure for the Receipt This must match the Unit of Measure on the corresponding purchase order line in Dynamics GP If
53. n react faster to provide assistance This information is also used by our team to design away causes of a recurring problem PanatrackerGP uses Microsoft s eConnect integration mechanism for most transactions The eConnect mechanism follows the same business rules as if the transaction is entered directly in the GP interface In most cases the errors that we report are generally related to the setup of GP data Once the issue is resolved the transaction can be resubmitted from the PanatrackerGP portal with the simple press of a button An example of such an error message returned by eConnect could include something as trivial as Document being edited by another user Order Fulfillment In this case once the order fulfillment document is closed the transaction is easily resubmitted In the event of a failed transaction the user on the handheld will receive a failed message and upon dismiss of the message will be able to start another transaction This eliminates the user from requiring the issue to be resolved prior to continuing work since the handheld user is often not necessarily the administrator Disclaimer Panatrack offers support to customers currently under their software maintenance contract The first year of maintenance is required renewal is optional Customers requesting support but not currently under a maintenance contract will be notified of their support options A current maintenance contract entitles customers to new v
54. ndoned the ability to set as discarded is provided Failed Failed to be created or updated in GP Email notifications automatically triggered to set up administrators Failed transactions can be re submitted from the web portal Pending If configured not to auto submit adds Submit link to manually submit the transaction to Dynamics Profile assignment when transaction was processed Device Name User Name if User Login is being used Header details PO Reference fields etc The expands to view the transaction line details Edit and Discard is available for in progress transactions Edit Discard and Submit is available for failed and pending transactions A filter can be applied on most of the columns To bring up this menu click the T icon in the respective column Each column allows you to filter two ways depending on the options available Click on the Clear Filter Button to remove any filter in that column Drag a column header and drop it here to group by that column Actions Created Y Transaction Code Y Status Y Profile T D 12 11 2012 11 08 AM x Clear Filter Discarded TWO gt 12 11 2012 10 52 AM o rows with value Succeeded TWO that gt 12 11 2012 10 21 AM te equal to wll Succeeded TWO 11 a N k 12 11 2012 8 44 AM Succeeded TWO D 12 11 2012 8 43 AM And Succeeded TWO gt 12 6 2012 10 15 AM IS equal to Succeeded TWO k 12 6 2012 8 45 AM Succeeded TWO Y Filter k 12 4 2012 12 27 P
55. new record Enter the Profile Name and Description Keep in mind how you will be using profiles to come up with a naming convention that makes sense based on if the profile will be associated with a user company site or any other type of set up Edit Profle Information Profile Name MANS Company MBINS we Profile Description Test MBINS Profile Device Set Up Panatracker is licensed by server and by client A client licenses is required for each active device When the client software is installed the device is automatically registered in the Panatracker Transaction Manager under Devices A default profile must be assigned to the device and the device must be checked as active Return here to change profile assignment for the device Devices can also be flagged to use a login In this case the login user profile settings will override the device assigned profile Each handheld device within your Panatracker installation must be registered to communicate with the server This is required for two important reasons Each device must be associated to a specific profile In order to control its operation a Each device must be activated for security purposes An inactive device cannot retrieve data or submit transactions The device list below contains the handheld devices that are registered to communicate to your server New handheld devices will automatica
56. ntly on Tap the yellow buttons to access menus or transactions Screen menu navigation If Exit is displayed on the lower menu bar navigation between other screen menus will be available on the screen When both the menu and screen display Exit exit will be out of the Panatracker application The current Profile and User is displayed on the bottom of the menu screens Lower Menu Bar e The windows button will return you the device start screen e Exit exits the Panatracker application Back will return to previous menu e Center icon accesses popup keyboard In some cases it may also indicate CTRL keys are enabled e Synch is only used for Mobile Inventory Mobile Sales and Fixed Assets Once in a transaction screen the recommended method of navigation is to use the barcode scanning No additional key entry is required when scanning is used The field is populated and validated and focus is automatically set to the next field Some fields may have defaults assigned The default assignment is highlighted so you may simply scan or enter a different option without the need to clear the field To accept the default simply use the Enter key on the handheld keypad i Le y To select an alternate look up option be sure to use the Esc or Bksp to clear the field first If the look up list is open use the Clear on the look up window By using the Enter key to move through the fields each field will properly be v
57. ocal Hosted on port B2 OS Version Microsoft Windows NT 6 0 6002 Service Pack 2 Met Version 4 0 30319 1 Browser user administrator Authenticated Application path IIS process identty PANATRACK DGPIOAS Physical path C Program Files x86 Panatrack PanatrackerGP_V6 Portal Printers Microsoft XPS Document Writer License The license is valid Organization Code 9999 Organizahon Name Panatrack Device Licenses 5 Licensed DnsSuffix panatrack local Licensed Features InventoryBasic InventoryPlus InventoryAdvanced FixnedAsseteBasic FieldSslesBasic FieldSalesPlus Feature Key 010203204041 Load a new license This page is used during the initial install and identifies the key Panatracker setup details including the current Panatracker version release License details can be found here also It is rare to ever visit this page once install is complete other than to find the version information or to load a new license key A new license key file would be provided via email with addition of features or number of device licenses Upgrades versions will require a more involved interactive process User Set Up User setup for the Panatracker solution is completely independent to Dynamics GP Transaction access is managed by profile set up Users do not need to be set up in your Dynamics database The device profile and user when using logins is recorded as part of your transaction logging A user set up in Panatracker may be
58. ommend printing bar code for bin locations ona synthetic label stock or have them pre printed Keep in mind that bin locations should be accessible for scanning Bin locations may need special labels including reflective back label stock mounted placards etc Consider long range scanners if bar codes for bins need to be mounted on high racks or outside the reach of a standard scanner Distance to read ad a bar code depends on both the scanner AND the size of the bar code itself and label material Directed Put Away For Moves Priority bin assignments can be set up by Item Site in GP A minimum and maximum quantity for each priority bin can also be set up On configuration option available on the PanatrackerGP Move transaction is to restrict the TO Bin based on this set up The To Bin lookup includes current quantities in each bin Ifa minimum and maximum quantity has been set up the bin will be identified if there is currently Space available Bins are sorted based on a combination of priority setting and vacancy This configuration setting provides a basic directed move Bins for Receiving Our recommendation is to have a bin location that represents each physical receiving area For example if you receive shipments into 3 receiving dock locations we would recommend you set up a bin for each Example Dock 1 Dock 2 Dock 3 e Ifyou have multiple physical receiving locations per site we recommend that you do not set up any Sit
59. pt will be disabled for serial tracked items ltem Bin Move Inventory Track This transaction moves items from one bin to another bin within the same Site This transaction is a process in GP and requires no additional processing Each item will be processed and quantities updated immediately No Batch set up is required Logging is maintained with the Panatracker logging database Internal transaction sequence number prefix is MIV Panatracker GL He 4 29 Item Bin Move Steff o CO eE Fromein HOH Quantity _ Tobh S Labels to print Printer Displayed and required when LabelPrintingForTransferEnabled is set to Tue Site Required This field may be defaulted based on configuration setup DefaultSite May be set to read only based on configuration setting AllowChangeSite Type Required Default is OnHand Standard navigation does not prompt for Type Item Required Validation is based on the Site From Bin Required Validation is based on the Site and Item UOM Required Default will be base UOM for the item This field is set to read only unless UseUOMForlnventory is set to True Quantity Displayed when item tracking is bulk Key entry required when AllowScanlinQuantityField False Lot Displayed when item tracking is Lot Other lot tracked settings UseUOMForLots LotWfgDateEnabled LotExpireDateEnabled LotAttributesEnabled Serial Displayed w
60. r Select i Wi e LR if y There is a configuration setting which limits the number of records displayed in the look up list This can be adjusted if needed see DataPageSize Some fields may have defaults assigned The default assignment is highlighted so you may simply scan or enter a different option without the need to clear the field IMPORTANT To select an alternate option from the look up list use Esc or Bksp to clear the default The Clear in the look up list view will also clear the default To accept the default simply use the Enter key on the handheld keypad By using the Enter key to move through the fields each field will properly be validated Ze y Do Not tap the screen to select the next field An error will trigger a warning message This is most often due to a field left blank These messages will present the user with either a Yes No option or a Continue button Any field that has produced an error message will be highlighted in Red until the user selects a field Le y If a message requires a Yes or No selection the No will always be highlighted and therefore selected with the Enter key The user must tap Yes to select Panatracker Dia am 9 49 Panatracker G gt d OC 3 58 Receive Inventory Receive Inventory o PO Entered You have not entered a PO do you This site was not found want to receive items anyway Look ups typically have additional infor
61. r Card setup To select an alternate Ship To esc or bksp to clear the default and select an alternate option Bill To ID Required when creating a new transaction Field will default based on the Customer Card setup To select an alternate Ship To esc or bksp to clear the default and select an alternate option E Sale _ Tap Sale initiate a new sales order or invoice for the customer Return Tap Return to initiate a sales return transaction for the customer Order Scan enter or select an existing order Site and Customer fields will provide a filter for the look up list Orders can be restricted based on ConnectedSalesOrderDocumentIDFilterForOrderEdits Use the Enter key to select the order or if order is scanned it will open the order details screen Screen 2 New Order Panatracker Gu lt lt Gm 4 42 Order Advanced Paper Co Details Remove Add Q Q Item ID Price Level Pick Qty Ord Qty Unit Price Ext Price Panatracker C q Gm 4 50 Order Advanced Paper Co Details Remove Add Complete a o O Item ID Price Level Pick Qty Ord Qty Unit Price Ext Price 333PROC RETAIL 333 Processor Each 1 249 95 249 95 128 SDRAM RETAIL 0 5 135 20 676 00 Tap Add to begin capturing items for the order Return to this screen to review the order lines This transaction may be a direct sale or to create an order that will be fulfilled later Tap on a line and tap on Remove to remove the line from the order
62. r Item Number information for more details Bin Required when multi bins are enabled in GP Default setting is based on ReceivingBinChoice setting Options is Site Item Site or Last Entered UOM Required Default will be the PO Setup UOM for the item Read only unless UseUOMForReceiving is set to True When selecting an alternate UOM the receive quantity and remaining expected will be updated based on the PO item UOM For example if the PO UOM is Each and the user enters a Case which is equivalent to 10 Each 1 Case will update the quantity received to 10 Each and lower the expected remaining quantity by the same 10 Each Quantity Displayed when item tracking is bulk Key entry required when AllowScanInQuantityField False No prompt and will count item scans when BulkitemAutoSaveAtReceiving True Validation is based on the Remaining Expected Quantity on the purchase order Lot Displayed when item tracking is Lot Other lot tracked settings UseUOMForLots LotWfgDateEnabled LotExpireDateEnabled LotAttributesEnabled Serial Displayed when item tracking is Serial Focus remains on serial field and serials scanned counted until user selects Notes After the first item is entered focus returns to Item field Continue to add items as needed for this transaction When transaction is complete go to Review Review Screen 3 Panatracker G a GM 11 22 P001632 in WAREHOUSE View Receipt _ No Receipt Act
63. re than one package is included in the shipment there may be several Shipment IDs associated with a single PO If there are multiple packages associated with the purchase order the user will then be prompted to receive each specific Package by selecting the Package Code The receipt status for the shipment When the file is submitted the Status would be set to 1 for each PkgTrackingCode Once the transaction has been processed the Status is updated to 4 The corresponding purchase order in Dynamics GP This must be a valid and open Purchase Order available to receive against in Dynamics GP This is the Site ID This must match to a Site set up in Dynamics GP and should match the PO assigned Site The Site can be used to filter available purchase orders in the Panatracker Receiving interface This is the expected delivery date for the shipment This must match the Vendor ID assigned to the corresponding purchase order and must be a valid Vendor ID set up in Dynamics GP Vendor can be used to filter the PO look up list in the Panatracker Receiving transaction Corresponding Vendor Name to the VendorCode supplied For future functionalit Transaction Header Requirements Required Unique numbers must be assigned if receiving by individual packages New transaction 1 Required Required Optional Optional Optional Optional Optional Transaction Line Items PkgTrackingCode This represents the Ship
64. saction Setup The default is SPT Panatracker gt qt 4 27 Spot Count at CO eE CO a en gem Site Required Type Default is set to OnHand Item Required Validation based on the Site selected Bin Required when multi bins are used in GP Validated based on site All bins are available in the event of 0 or negative quantities in GP which require adjustments UOM Required Default will be base UOM for the item Option to select alternate if UseUOMForlnventory True Quantity Displayed when item tracking is bulk Key entry required when AllowScanlinQuantityField False No prompt and will count item scans when BulkltemAutoSaveAtAdjusment True Notes Entering a quantity will submit the transaction to GP and return focus to Site Remove Inventory Inventory Out Submit of the completed transaction will create an Inventory Transaction When posted inventory quantities and details will be removed from the on hand and available in GP Batch assignment can be set by profile and configured under Settings BatchCodeForAdjustments If none entered BatchID will be assigned based on the FlexField1 entry If no Batch ID and FlexField1 is empty current date is used Transaction sequence prefix default is R and may be changed under Transaction Setup Panatracker Gis Set Remove Inventory _Reason eer pl Work Order Ir O Steff L teL i Den gw o s Quantity JI
65. settings can be overridden at a profile or company level allowing you to tailor the system for different users or companies These settings are typically set once upon installation and are rarely adjusted Contact your implementation engineer for assistance Drag a cobumn header and drop it here to group by that column Actes Setting Nama a T Description Default wahre nr Eat Agrurztmentbessopngsbeaousregd Are reasons for perhorming adjustment transactions required False Edit Allocate Manage order pickang and submisseon useng allocated quanttes False Eat AllowAdaustrent verage Allow adjustments when there is msuftoent inventory True Edit Allow hangeReplenishmenthesason Allow uwter to select different reason for replanzihment transicions False Edit Allow hangeSite Can handheld users change ther site location Must have a CetauitSite set up Tru Edit AllawiGhange Tadeset ubia Elbow change to custodian when update an asset Tru Edit Allow Change Tadseetl ocateon 4llow change to locaton when updating an asset Tru Edit Allow Change TadesetPnysecallocation Ale change to physical locaton when updating an asset True Edit lar hange T isssi Structure Allow change to sirociure when updating an assat True Edit Alowch ngetohssetisertelg tzecoup Alba change to Userfeld Group A 1 10 when updat ig An assat True For any setting column you can apply a filter to find a specific setting more quickly A filter can be applied on all of the columns
66. status such as a hold for quality check clearance A designated physical area should still be assigned to meet best inventory management practices Bin locations may also be used within a physical site to representa virtual location However if you want to make sure inventory cannot be selected from a specific location we recommend setting up a site If using multi bins keep in mind that at least one bin location will need to be set up for the virtual sites also For the In Transit transfer transaction above for example In Transit may be set up as the site ID and each truck or carrier may be set up as the Bin About Multi Bins When inventory is held in more than one location within a physical environment site Panatrack recommends enabling the GP multi bin capability This provides the ability to track and manage inventory more effectively PanatrackerGP supports both a multi bin and non multi bin environment When setting up multi bins consider setting default bin locations Default bins can be set up for each site and can also be set up for each item site PanatrackerGP supports bin defaults settings for e Purchase Receipts e Sales Order Fulfillment TT Y Bin Set Up Tip For some transactions such as order picking a configuration option setting is to sort the item pick list based on a default bin We suggest that you set up bins in a numeric or alpha numeric order based on your physical layout to be able to take advantage
67. submitting by pressing Enter on the keypad the Item Number will reset Quantity ooo Bulk Item 100XLG For Serial Tracked items continue to scan serial numbers Count for serial numbers is displayed below serial number capture field When complete tap the green arrow to reset to Item A100 Waben ser O Counls 3 Serial Tracked Item For Lot Tracked Items enter Lot Quantity and Lot Attributes After submitting by pressing Enter on the keypad the Item Number will reset These attributes are Configured by LotAttributesEnabled uot D LotExpireDateEnabled LotMfgDateEnabled LotQuantityDefault Exp Date Le WarnForExpiredLot amp WarnForExpiredLotDays Distributor Ir O DE Deeg Geng Lot Tracked Item Transaction Views Receive Inventory Inventory In Submit of the completed transaction will create a Receiving Transaction When posted inventory quantities and details will be added to on hand and available in GP Batch assignment can be set by profile and configured under Settings BatchCodeForReceiving If none entered current date is used Transaction sequence prefix default is RCV and may be changed under Transaction Setup Panatracker gt 4 16 Panatracker GA GH 4 17 Receive Inventory 012936 in WAREHOUSE sept teem Teen LE un Vendor Doc 8 O O Screen 1 Printer Displayed and required when LabelPrintingForReceivingEna
68. the specific container assigned to each order Manufacturer Item Number Within Dynamics GP you have the option to set up alternate item number cross reference numbers fe W W I Hen Hate 128 SDRAM hig Stock Count Entry Dezcrgtee 128 meg SDRAM vn fe Ten Tranche Entry Base U od H Each Detat Punchan U of M Each 123 SDRAM Deicmgpee 128 neo SORAM Ha Pacha Option Eet Wick ss Iesse Meniechenhk ben Nuber Derer Es Cate W s C MEI MFG 12 DRAM C MFG T2eM Fo 28 Scan or enter any of these item TI ME 12M3 numbers in the tem Number field on C UE EC PanatrackerGP to retum the GP P USER ENTERED AMP item number l k Flewahue Inventory for Gort Warne T IW A e M tem Murder On all transactions if aset up alternate item number is scanned or entered the Panatracker application will return the corresponding GP item number as long as the manufacturer item number is unique This is an ideal option to re labeling received inventory if it arrives with a bar code item number already assigned Search Item Description 24x CD ROM Based on configuration set up at Receiving a manufacturer item number can be associated to a Dynamics GP item number Under Tools an Associate Manufacturer Item transaction is available to complete creating associations to your existing inventory About Posting Although the transactions are created or updated directly to Dynamics
69. uantity will be calculated to the Order UOM For example if the order is for 10 Each and the user selects a Case for the UOM which is set up to be equivalent to 10 Each the pick quantity update will be the 10 Each Quantity Displayed when item tracking is bulk Key entry required when AllowScanlinQuantityField False No prompt and will count item scans when BulkltemAutoSaveAtOrderFulfillment True Validation for the quantity will be the remaining quantity required A pick exceeding the order quantity will return an error message unless a SOPOverPickTolerance is set In this case a warning message will be displayed to the user Serial If the item is serial tracked available serial numbers must be scanned Use the Serial button to access available serial numbers The order displayed is based on the SerialSortOrder setting with options of SerialCode ReceiveDate Location Lot When the item is lot tracked the lot number must be scanned or entered Use the Lot button to access All lots available and available quantities List is displayed based on the setting LotSortOrder Note this is shared for all lot look ups on all transactions Options include ExpireDate LotCode Location LeastQuantity UOM on the lot quantity may be available to select based on setting UseUOMForLots Default will be based on or Order Line Item Lot quantity may be automatically populated based on setting LotQuantityDefault Enter to accept or enter an
70. uired field The Site entered must be a valid Site set up in Dynamics GP If using multi bin the Purchase Receipt bin must be set up Valid date must be entered This field is optional Updated by Panatracker Valid date must be entered interface is sorted based on requested dates FlexFields 1 5 For future functionality OrderGroupCode For support to Batch Picking When orders are placed in a Group Code those orders would then be grouped together in a single pick list for picking under the Batch Pick transaction Orders assigned to a group are not available in the standard Order Fulfill screen PanatrackerGPX_DirectedTransferOrder TransOrderCode Represents the internal order number for the transaction This is the order number that will be displayed on the Order list on the Order Fulfill transaction in the Panatracker mobile client interface This field is optional This is a required field and must be a unique number This is a primary key and must correspond the TransOrderCode on the DirectedTransOrder header LineltemSeq Required Corresponds to ItemCode ItemCode Required minimum 1 requested to be transferred ItemDescription This is the Item Description and should Corresponds to ItemCode correlate the GP Item Card for the item number entered in ItemCode QtyOrder This is the requested quantity to transfer Required QtyFulfill Fora new order submit this should be quantity 0 Updated by
71. und on the side of mobile computers as practice scanning barcodes well If printing your own barcode labels this tool can also provide the ability to confirm the barcodes are set up correctly and are scanable You may set up bar code labels to test scanning using a bar code label design and printing software package If you haven t purchased the label printing functionality you can download a demo version of the software from www nicelabel com You will only be restricted on the number of labels you can printata time You can create a label scanning test sheet for practicing You may also use this software to create bar codes to scan for sites bins or any other data you may need to enter Status a e a status The Admin Menu also allows you to check the status of your PanatrackerGP Application including Version Network device and profile status This data may be helpful should you ever contact Panatrack Support Support panatrack com Transaction Navigation The Main PanatrackerGP Menu is set up to access transactions based on functionality The topmost bar of the screen is the Windows Mobile Status _ Bar This displays the current application running wireless connectivity volume indicator battery strength and time Consult your owners manual for additional information regarding the staus bar Main Menu Admin At the top of the application is text that Identifies which menu screen or transaction you are curre
72. unt Schedule UOM for the item This field is set to read only UseUOMForStockCountz True If using an alternate UOM the count will be calculated back to the Stock Count UOM For example if the Stock Count Schedule is set for Each and the user enters Case equivalent to 10 Each 1 Case will be returned as a count of 10 Each Quantity Displayed when item tracking is bulk Key entry required when AllowScan InQuantityField False No prompt and will count item scans when BulkltemAutoSaveAtStockCount Tue Lot Displayed when item tracking is Lot Other lot tracked settings UseUOMForLots LotWfgDateEnabled LotExpireDateEnabled LotAttributesEnabled Serial Displayed when item tracking is Serial Focus remains on serial field and serials scanned counted until user selects Notes After the first item is entered focus returns to Item field Continue to add items as needed for this transaction when transaction is complete go to Review to complete select Submit Spot Count Inventory Track This transaction is designed to complete a simple one step spot count for an item It was created for multi bin environments however it is not required The user will be presented with the Expected Quantity retrieved from GP Entry of the count quantity will then create an Adjustment transaction in GP BatchCodeForSpotCounts is separate than the standard adjustment transactions The sequence prefix is also uniquely set up under Tran
73. ver you may set up profiles based on other criteria This may include e User ora group of users that will share the same configuration setup based on location e User or group of users that will share the same configuration setup based on job e User or group of users based on available transactions to access More than one user can share a profile It is recommended to keep the profile setup simple to start with until all of the various profile configurations have been reviewed As you go through the configuration settings identify if different users or group of users would be set up different than others This will assist in defining your profile set up If you are NOT using the client device login profile set up will be based on that assigned to the device In most cases your profiles will be dictated based on company database and location You may set up unlimited profiles Administration System Status User Administration Diagnostics Change Password Log Messages p The profiles within this list represent a way to assign de Add new record Configure dl Actions Profile Name a T Company T Prol x MBINS MBINS Test Devices L Receiving MBINS Transaction Setup FlexFields Settings e Sales MBINS Salesi TWO Typically at install at least two 2 profiles are set up based on a company One for the production company and one for the test company To set up a new profile simply click Add
74. w you to edit and delete a Reason code The d s icon allows the user to save x any changes made to a reason code while the is used to cancel any changes This page manages various lists used throughout inventory transactions Add Reasons Usage Reasons Vendor Return Reasons Replenishment Reasons Fulfillment Shortage Reasons Items entered within this list are used to record the reasons that inventory has been added Add new record Actions Sequence Reason Code a Description Datei x 0 ADJUST Standard Adjustment fx a DIS ASSEMBLY Dis assemble unit P X 0 PRODUCTION Create Production x d RETURN Return to Stock P X 10 LOAD Load inventory data ft i Transaction Logging Every transaction initiated on the handheld is logged in detail in the Panatracker Transaction Manager This is aSQL database and additional reporting can easily be set up from the transaction logs directly Each transaction has its own page The transaction log will include the date and time for the transaction and also logs e Transaction Code the corresponding GP transaction number created in GP e Status In Progress As soon as the transaction data capture begins the transaction log is initiated In Progress status remains until the transaction is submitted to GP or discarded if abandoned Succeeded Successfully created or updated in Dynamics GP Corresponding Transaction code is assigned Discarded For transactions that have been aba
75. will update the Quantity Fulfilled on existing sales orders in GP Order types must be set up to use a separate fulfillment process Supported types include Order Fulfillment Order and Invoice To pick against an invoice set AllowPickingFromInvoice to True When the pick is submitted back to GP the Batch ID is updated based on the pick status BatchCodeForCompletedOrderFulfill will be used when all items on the order are fulfilled complete BatchCodeForPartialPicks will be used when there are remaining open line items To maintain the original Batch ID be sure to leave this setting blank The Panatracker logging will assign a transaction number as well as reference the Order Number as part of the log details This transaction number is internal for Panatrack logging only The transaction sequence number default is ORD Panatracker Dy wa LL 1 16 Panatracker Dy lt Gm 1 14 order od 1002 1002 Transfer to MAIN Transfer to MAIN Transfer by 1 1 1900 Transfer by 1 1 1900 MAIN MAIN ORD1012 TOSHIP ORD1012 TOSHIP ADAMPARKOO01 Adam Park Resort ARKO STDINV2269 TOSHIP AARONFITOOO1 Aaron Fitz Electrical JOB123 PTGP_PARTIAL AARONFITOOO1 Aaron Fitz Electrical ORDI019 FIGP_PARTL amp L ADAMPARKOOO1 Adam Park Resort SS ORD1020 PTGP TOVERIFY Method Filter tap to open ap Penu ke Refresh hn 4 KM Screen 1 Order List Order Orders or invoices available to pick can be defined based on

PanatrackerGP Inventory User Manual

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