M5-IM-1000 blyWarehouse

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Contents

Synopsis

Bly|Warehouse is a Windows CE (Embedded Compact) application for a wireless interface with Sage 500. This solution, coupled with the use of handheld RF Wireless devices, provides mobile workstations with the capability of updating Sage 500 with the following warehousing functions:

  • Bin Transfer
  • Preferred Bin Setup
  • Physical inventory
  • Picking
  • Receiving (not active yet)


BlyBizConnect Installation

Instructions and guidelines for proper configuration of the web service can be found here BlyBizConnect Service

Sage 500 Installation, Setup & Usage

Installation Requirements

Prior to running this application, you will need to have the appropriate version of Sage 500 installed. This enhancement is compatible with Sage 500 7.4.01 (August 2011) Monthly Update. However, various versions of Sage 500 are, or can be, made compatible. For more information please contact BlytheDev. It is recommended to have a complete and tested backup prior to installing any application on your Sage 500 platform.

Installation

This enhancement is installed by running the .MSI installer provided. If reinstalling or installing an update, first uninstall by running the .MSI installer and selecting the Remove option. This will not uninstall any database objects, but will permit the update install to run its SQL package to update the necessary database objects.

Running the Installer

1. Double-Click on the .MSI file to run the installer
2. Click on the Next button
3. Accept the terms in the License Agreement and click Next
4. Select an Install Type

BlyWarehouse ATI Install
Figure 1 Installer: Choose an Install Type


Choose Typical to do just a CLIENT installation
1. Click on the Install button
2. When the install has completed click on Finish

Choose Custom to do a Client / Server installation and designate where what features will be installed and where the will be installed
1. If you are only installing the Client, then click on Next
2. If you are installing the client and the database, click on the Database button and choose an option
3. Click on Next
4. Select a Server Name
5. Enter a User Name
6. Enter a Password
7. Click Next
8. Select the Database Name
9. Click Next
10. Click Install
11. When the install has completed click on Finish

Choose Complete to do a Client / Server installation
1. Select a Server Name
2. Enter a User Name
3. Enter a Password
4. Click Next
5. Select the Database Name
6. Click Next
7. Click Install
8. When the install has completed click on Finish

Security Settings

Bly|Warehouse security events are set up in Sage 500 > System Manager > Maintain Security Groups > IM Module ID. See Figure below.

Permissions may be set to “Yes” to allow access to that menu item, or “No” to not allow access to that menu item.

BlyWarehouse Security Settings
Bly|Warehouse – Maintain Security Settings


Database Settings

From the mobile device emulator Start menu, select the blyWarehouse option. See Figure below.

Device Emulator Start Menu
Device Emulator - blyWarehouse


The device emulator Logon screen will appear. See example below. The device database settings will need to be set up initially. To access the settings, select “F3 - DB” as indicated in the upper right corner of the Logon screen.

When the "F3 - DB" option is selected, the DB Settings screen will appear. Here the user can set up the bly|BizConnect IP address, the Company ID, and the Warehouse.

Device Emulator Logon
BlyW DB Settings


Using This Enhancement

Logon Screen

The logon screen will be displayed when the user opens the bly|Warehouse application (as demonstrated in the Database Settings section of this document).

This screen is authenticated for the user against Sage 500. Menu items are enabled for the user based on their Sage 500 security settings. A security event will be created for each of the bly|Warehouse menu items. (See the Security Settings section of this document).

Device Emulator Logon
Device Emulator – Logon Screen


User Name - Sage 500 user name. The user can scan or enter their user name.
Password - The user can enter their Sage 500 Password.
Logon - A logon validation will be performed at this point.
Cancel Button - This will close the application
F3 DB - DB Settings; This menu item will open the Database Setting screen (as documented in the Database Settings section of this document).


Main Screen

The main screen is used as an application switch board. This allows users to choose the functional category they would like to perform. See Figure below. The tasks available are as follows:

  • Receiving (not active yet).
  • Shipping
  • Inventory Control
  • Exit


BlyW Main Menu
Device Emulator – Main Menu


Note: As stated with the Logon screen, individual tasks are authenticated for the user against Sage 500. Menu items are enabled for the user based on their Sage 500 security settings. A security event will be created for each of the bly|Warehouse menu items. (See the Security Settings section of this document).

The Main Menu also displays the blyWarehouse version number that is installed (as shown in the above example).

Receiving

The Receiving main menu has two menu items:

  • Receipt of Goods (not active yet)
  • Vendor Returns (not active yet)

As shown in the example below, there is also a “Back” button to return to the Main Menu.

BlyW Main Menu - Back
Device Emulator - Receiving


Inventory Control

The Inventory Control main menu has four menu items:

  • Bin Transfer
  • Physical Inventory
  • Preferred Bin
  • Stock Lookup (not active yet)

As shown in the example below, there is also a “Back” button to return to the Main Menu.

BlyW Main Menu Inv Cntl
Device Emulator – Inventory Control Menu


Preferred Bin

The Preferred Bin screen allows users to set the preferred bin for an item. The preferred bin is primarily used for the receiving functionality.

ltem - The user will scan or manually enter the ltem UPC. See Figure for “Enter UPC”.

Bin - The user will scan (or manually enter) the preferred bin for this item. When the bin is scanned, the application will query. See Figure for “Enter Bin”.

BlyW Pref Bin
BlyW Pref Bin



Sage 500 validates the item and bin as they are scanned (or entered). The item and bin are saved to the grid for upload.

“F3” Details and “F4” Remove options are available in the upper right corner of the Preferred Bin screen. The user has the capability to highlight a record in the grid by navigating to it using the “tab” key. This is used for reviewing the item detail in a row (“F3” Detail function) and/or removing the row from the grid (“F4” Remove function) if desired.

BlyW Pref Bin


ltem Grid - This grid displays all of the preferred bin transactions that are pending upload.

Upload Button - The upload button updates the item's preferred bin in Sage 500. Any errors are displayed in the grid. When the upload is successful, a message will be displayed as shown in the Upload example below.

BlyW Pref Bin
BlyW Bin Transfer



Bin Transfer

Bin transfer will be used to transfer items from one bin in a warehouse to another bin in the same warehouse. Two types of transactions are expected; a same area bin transfer and a distant bin transfer. For the same area bin transfer, the user will directly move the item from one bin to another. For a distant bin transfer, the user will transfer the item from the bin to a cart, then from the cart to the destination bin.

In the upper right corner of the Bin Transfer screen, there are two function key options displayed; F3 – Clear Bins and F4 – Entry Type.

F3 – Clear Bins – This is used when the user is finished scanning items for a bin; it clears the bin for the next bin.
F4 – Entry Type – If the user has the appropriate security for this task, this will allow them to select what type of entry they wish to use; UPC Entry or Qty Entry. See figure below.


BlyW Bin Transfer


UPC Entry – Items are incremented with each scan of the item UPC.

Qty Entry - The user may enter a quantity in lieu of scanning the item UPC to increment it.

From Bin - The user will scan the bin that contains the item at the beginning of the transfer. See Figure “From Bin” below.

To Bin - The user will scan the bin that will contain the item at the end of the transfer. See Figure “To Bin” below.

BlyW Bin Transfer
BlyW Bin Transfer



Scan Item UPC - The user will scan the ltem UPC or enter the item UPC or ltem lD. See Figure “Scan Item UPC” below. When the item is scanned or entered, the application will check locally for the translation between UPC and ltem lD. If the UPC is valid for the From/To transaction then the application will then add the transfer to the grid.

If the user wishes to increment the quantity of the transfer, then they can scan/enter the UPC again. lf the grid already contains the from I to I item combination, it will increment the count by one'.

BlyW Bin Transfer
BlyW Bin Transfer



Upload – When the user is complete with creating transfers, they can click this button to upload the transfers to MAS500. This will create a new bin transfer. lf a transfer cannot be processed for some reason, the reason will be displayed to the user in the grid.

Physical lnventory

The Physical lnventory screen can be used to count items on the warehouse floor. The counts can be conducted in two steps:

(1) Locking count records
(2) Entering the counts.

Physical Inventory can be launched from blyWarehouse Main Menu > Invt Control > Phys Invt. See figure below.

Process Physical lnventory - From the Physical Inventory batch screen, the user (with appropriate security) can select the F5 - Entry Type option for choice of Entry type (i.e. UPC Entry or Qty Entry).

The user can select the number of counts they would like to conduct by setting the Bin Count field.

BlyW Physical Inventory
BlyW Physical Inventory


Reserving the counts: The user can first select the batch (that was already created using Sage 500) by clicking the Select button, or they can use the F3 – Prev Batch or F4 – Next Batch to navigate to a preferred batch.

When the user selects a batch, this will lock the selected count records from being reserved by another blyWarehouse device. However, Sage 500 will not have any locks keeping Sage 500 from changing these records. See example of selected physical inventory batch below.

BlyW Physical Inventory
Physical Inventory - Batch Selected


Entering Counts - the user will be stepped through each of the count items. They will find the bin and the item to be counted. The user will scan each UPC to increase the count. Once the inventory for the item has been scanned, the user will click the next button to move to the next item. Once all the items have been counted the user can click the Upload button to upload the counts to Sage 500. See figures below.

BlyW Phys Invt - Counts Completed
BlyW Phys Invt - Counts Uploaded



Any errors in upload will be displayed to the user after the upload has been completed.

Picking

Picking is used to fulfill pick requirements for shipments based on Sage 500 Generated Pick Lists.

File:Light Bulb.JPG Important Note: For blyWarehouse, when creating pick lists, the 'Generate Shipments' Option must be flagged; (i.e. blyWarehouse pick lists need to tied to a shipment).

The blyWarehoouse Picking function consists of four steps:

1. Reserving the Pick List
2. Validating Bins and Picking ltems
3. Loading Quick Ship Kiosk
4. Commit Shipments

Picking can be accessed from the Main Menu > Shipping > Picking. See Picking figure below.

Step 1 - Reserving the Pick List - This screen displays the available pick lists that are created and not currently assigned to a mobile computer. The user can scan a Pick List to pick or can click the “Rsrv Pick” button to reserve the next pick list available (by pick list number). This will move to the second step setting up the cart. Figure “Picking 1” shows the user options, followed by Figure “Picking 2” which reflects a scanned pick list.

BlyW Scan or Reserve the Pick List
BlyW Scanned Pick List


After a pick list is validated, a Shipping Box is setup. See Figure “Picking 3”.

Multiple Packages Per Shipment:
lf all the items on a shipment will not fit into the first shipping box, the picker will place a second box on the cart with the shipments "b" barcode tag and fill into this box.

Picking 3 – Validated Pick List; Box Setup


When the picker is ready to start picking, then they can select “Ready”.(See figure Picking 3).

Step 2 – Validating Bins and Picking Items - The user will be directed to the first bin where they will scan the bin to validate they are picking from the correct bin. The user will then be shown the item to pick, the quantity, and the box to place the item in. They will pick the items by scanning the UPC code for each incremental pick (quantity). Finally they will scan the box they are placing the items in. This will increment the items in the box by the number of items scanned.

Picking 4 - Scan Bin


In the examples below, UPC1001 shows that there is a quantity of “3” that need to be scanned. After these are picked/scanned, then the shipping box (SB1) will be scanned. See Figures Picking 5 and Picking 6.

BlyW Picking 5 - Scanned Items
Picking 6 - Scanning Shipping Box


When the picking is complete for a given pick list, then the screen will query for a Kiosk to send the pick information to. See Figures Picking 7 and 8. After the kiosk is identified, the user can click on “Upload” and the information will be submitted to the kiosk as a pick complete transaction. See Figure Picking 9.

Picking 7 - Kiosk Query
Picking 8 - Kiosk Scanned


Step 3 – Uploading to Quick Ship Kiosk

BlyW Picking 9 - Pick Uploaded to Kiosk


Step 4 – Commit Shipments – The commit shipments process will be completed by a “Quick Ship Kiosk” screen that was uploaded to via the handheld device during the "upload to kiosk" task.

See the Quick Ship Kiosk section of this document.

Quick Ship Kiosk

Overview
The Kiosk is a shipping station that the blyWarehouse mobile device(s) upload their completed picks to. If a shipment is picked as expected, (i.e. the distribution for the shipment is complete and without exceptions), then the shipment will have the packing information printed and be automatically committed. If there are any exceptions in the picking or distribution, then the shipment will appear in the Kiosk and will require manual intervention to review and process the shipment (in an "edit Shipments" mode).

Setting Up blyBizConnect Service

For blyBizConnect service set up, see BlyBizConnect Service.


Kiosk Settings Configuration

You must configure the Kiosk settings after installing the Kiosk software. Double-click on the image of the sprocket in the lower right corner in order to load the Kiosk settings form.

BlyW Shipping Kiosk
BlyWarehouse Shipping Kiosk


BlyW - Pick List
BlyW - Pick List - Shipment Committed


Please Note: The Kiosk and blyBizConnect set up and configuration of settings defined in this document are, for the most part, a one time event. Only changes to shipping stations, printing or paths, etc. will require adjusting the set up.

blyBizConnect Server Settings Section

Enter the location of the blyBizConnect Web Service Address then Select the Save button to save the location.

Kiosk Settings Section (see Figure below)

Logging Directory:
Enter or select the file icon to define a location for the logging files to be stored.
Enabled Detailed Logging:
When the Enable Detailed Logging option is selected, the log files will contain detailed steps to assist with troubleshooting reported errors. When this option is not enabled, only the errors will appear in the log files.
Kiosk ID:
Enter a Kiosk ID that will be displayed on the Kiosk and in the blyBizConnect. Note this field accepts a maximum of 50 alphanumeric characters.
Label Printer:
Select a printer that will be used for printing labels.
Invoice Printer:
Select a printer that will be used for printing invoices.
Packlists Printer:
Select a printer that will be used for printing packlists.
Kiosk Web Service Address:
Enter the location of the Kiosk web service address.
Reset:
If you have started to make changes to the Kiosk settings and have not yet selected the Save button, you may select the Reset button to revert the changes.
Save:
Select Save to store your new or edited settings.
Close:
Select the Close button to close the Kiosk Settings form.


BlyWarehouse Kiosk Settings
BlyWarehouse Kiosk Settings


Using the custom Edit Shipment task, the user can fix any issues with the shipment / quantity ordered vs. quantity picked then continue to pack the shipment.

Kiosk Splash Screen

Once the Kiosk settings have been configured, the Kiosk Splash Screen will display the Kiosk ID at the top of the form along with its corresponding barcode, and the Kiosk’s current status. In the lower left corner you will find the Kiosk’s version and on the right you will see an image of a sprocket. Double-click on the sprocket to launch the Kiosk settings form.

BlyWarehouse Splash Screen
BlyWarehouse Splash Screen


Kiosk Quick Ship – Shipment List: After a pick has been processed and sent to the Kiosk, the bly|Warehouse Quick Ship form will appear. If there are no errors with the shipment, the Status will equal “Auto” the Process Manually value will equal “No” and the Auto Process button will be active.

BlyWarehouse Quick Ship
BlyWarehouse Processing Pick List - No Errors


Selecting the Auto Process button will initiate the label, invoice and packlist generation process. Labels, Invoices and Packlists will be sent to their corresponding printers defined in the Kiosk Setup.

If the shipment contains errors, the Status will equal the shipment error text, the Process Manually value will equal “Yes” and the Launch MAS button will be active.

BlyWarehouse - Processing Pick List
BlyWarehouse - Processing Pick List - Quantity Error


When the Launch MAS button is selected, a message “Launching Edit Shipment” will appear at the bottom of the form and a custom version of the Edit Shipment task will load.

BlyWarehouse - Pick List 3
BlyWarehouse - Pick List 3


Using the custom Edit Shipment task, the user can fix any issues with the shipment / quantity ordered vs. quantity picked then continue to pack the shipment.

BlyW - Edit Shipments
BlyW - Edit Shipments


Once the shipment has been packed, the user can go back to the Edit Shipments > Header tab and the Ship Via button will be active on the right side of the form.

Selecting the Ship Via button will launch the Create Shipping Labels form where the user can complete the label generation process.

BlyW - Create Shipping Labels
BlyW - Create Shipping Labels


After the label, invoice and packlist have been generated; the user may commit the shipment in Edit Shipments.

Refresh Button: Select the refresh button to see any updates to the shipment’s status. For example, after the shipment has been processed and committed in Edit Shipments and the Refresh button is selected, the Status will be updated to Shipment committed, the Process Manually value will equal No and the Re-Print button will be active.

Close Button: Once the Close button is selected, the form will close and the label may no longer be accessed / reprinted from this form (however a copy of the label will be stored in the folder defined in Set Up SO Options > Other tab).

BlyW - Pick List- Shipment Committed
BlyW - Pick List - Shipment Committed


BlyBizConnect – bly|Warehouse

Home

Enter your Sage 500 Username and Password then select Login to log into the blyBizConnect – bly|Warehouse application. Select the Logout button to log out of the blyBizConnect – bly|Warehouse application. The Messages section will contain errors or status messages that are specific to the management screen.

BlyW BizConnect - blyWarehouse App
BlyW - BizConnect - blyWarehouse App


Inventory

The inventory tab may be used to display and release physical inventory batches that are currently assigned to handheld devices.

Load Inventory
Batch Number
Reservation Number
Device
User
Release Reservation Button
Messages:


PickLists (See figure below)

The PickLists tab will allow the user to manage picklists that have been reserved with handheld devices and are currently located at Kiosks.

Load Picklists

Click on the Load Picklists button to load all picklists that have been sent to a kiosk or picklists that have a reservation number and are currently being processed by a handheld device.

PickList Number

The PickList Number column displays picklists that are either currently being processed by a handheld device, or have been processed and may require further attention.

Reservation Number

The Reservation Number column displays 0’s for picklists that have been successfully sent to a kiosk. If the Reservation Number displays a value other than 0, then the picklist is currently being processed by a handheld device. Note: if connectivity is lost before a picklist can be successfully sent to a kiosk, the reservation will need to be released. For further information, see “Release Picklist”.

Location

The Location column displays the picklist’s current location. For example, if the picklist is being processed by a handheld device, then this column will display “Device.” If the picklist has been sent to a Kiosk, this column will display “Kiosk.”

Name

The name column displays the Kiosk ID for the selected picklist. If the picklist is currently being processed by a handheld, this column will display a name for the device.

User

The User column will display a value when the picklist is currently at a handheld device. If a picklist is currently being processed by a handheld device, this column will display their MAS User ID. If a picklist has been successfully sent to a kiosk, this value will be blank.

Release Picklist

If connectivity is lost while a picklist reservation is still at the handheld and the picks do not get successfully sent to a kiosk, you will need to release the reservation so that it can be properly sent to a kiosk. Select the Release Picklist button to release the current reservation and add the picklist back to the top of the queue. Once a picklist reservation is released, the PickList page will refresh and the Picklist will be removed from the Picklist tab.

Resend to Kiosk

If connectivity is lost or the kiosk is closed before a picklist can be processed, use the “Resend to Kiosk” option resend a picklist back to a kiosk. If you wish to send the picklist to a different kiosk, select a different ID from the Name dropdown then click the Resend button.

Messages

The messages section will display errors or status messages that are specific to the management screen.


BlyW - Kiosk - PickLists
BlyW - BizConnect - PickLists Tab


Devices

Select the Load Devices button to see all devices all handheld devices that have been registered with the blyBizConnect server. This tab will display information such as the device name, description, current user (MAS User ID), activity, activity time and the blyWarehouse version.

BlyW - Kiosk - Devices Tab
BlyW - BizConnect - Devices Tab


Kiosks

Select the Load Kiosks button to display information about Kiosks that have been configured with the blyBizConnect server. The Kiosks tab will display the currently active Kiosk IDs, Users, printers defined for invoices, labels and packlists, the last activity date, and the version of the kiosk application.

Send Message:

Use the Send Message text box and the Send button to send a message to a specific Kiosk, or use the Message To All Kiosks field and the Send All button to send a message to all kiosks.


BlyW - Kiosk - Kiosks Tab
BlyW - BizConnect - Kiosks Tab


Settings
The Settings tab may be used to change your blyWarehouse Server settings and run diagnostics on the server. The following fields may be defined on the Settings tab:

Detailed Logging: (True = On, False = Off)
Log File Pre Pend: (Enter a value to be prepended onto the log files)
Logging Directory: (Enter the location where the logging files will stored on the blyBizConnect Web Server. The logging Directory must be set to a directory that has IIS).
conBizConnect: (Enter the path to the blyBizConnect SQL CE (compact edition) database.)
MAS Server: (Enter the location of the MAS Server.)
MAS Database: (Enter the location of the MAS Database.)
MAS Company ID: (Enter the MAS Company ID.)
MAS Timeout: (Enter the MAS Timeout value.)
Run Diagnostics: Select the Run Diagnostics button to see the diagnostic results and descriptions.


BlyW - BizConnect - Settings Tab
BlyW - BizConnect - Settings Tab


About
Use the about tab to find the versions of the products installed (blyBizConnect Server, blyWarehouse, Carrier Adapter, Blytheco Customizations) and contact information to obtain support.

BlyW - BizConnect - About Tab
BlyW - BizConnect - About Tab


BlyBizConnect – Technical Notes

SQL Server version 2008 or later will be required to view the compact framework database that is part of blyBizConnect or on the handheld device.

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