INV404 Radio Terminals

9/25/19
Training Course
INV404_Radio Terminals
Presentation
Who are you?
What are your

expectations of this
course?
2 / © Sage 2010 INV404_Radio Terminals

Timing and Breaks
Because our brains are not computers, we will have a break every
hour and quarter, here is the daily schedule :
9:30 10:45 Break 11:00 12:15 Lunch
13:30 14:45 Break 15:00 16:15 Break 16:30 17:30
Please feel free to use your mobile phones or check your emails
during these breaks.
If you wish to meet someone, you can inform him or her about the
above schedule.

Sage ERP X3 Fundamentals Sage ERP X3 Advanced Sage ERP X3 Expert
Distribution
Contracts (Purchasing and Sales) Distribution and
CB 101 – 102 Loan Orders Inventory (2 days)
Introduction & Packaging & Shipment Preparation Purchasing Subcontracts
Functional Overview Purchasing Signature Management
Sales and Purchasing Prepayments Pre-Allocations (Pegging Function)
(3 days)
TEC102 Sales Reps and Commissions Radio Terminals
Development Sourcing: RFQs, Responses You
(4 days) Carrier Management Are
Inter-Site and Intercompany Transactions
Here Manufacturing (5 days)
Invoice Elements (Purchasing & Sales)
Configurator
Kits, Options & Variants
Price List Management (Advanced) Weighing
TEC103 Manufacturing (4 days)
Optimisation ILOG
Installation Advanced Global Manufacturing
(4 days) Production Costing Finance
Finance Multi-Legislation Set Up

Bank Communication & Reconciliation Operating Budgets
FIN201 - Budget Control/ Analytical Budget Analytical Allocations
Finance Financial Data Extraction
(4 days) Statements & Reminders Factoring
Automatic Journals & Dimension Defaults
Advanced Payment Transactions
Month and Year End Processes
Tools & Development
OPE201 - TEC101 - Fixed Assets Using BI in Sage ERP X3
Java Bridge Serveur
Distribution Common Tools Inventory (3 days) Components
(3 days) (3 days) Allocation Rules (Advanced) EDM – Version One
Stock Counts Web Services
Serial Number Management Crystal Reports
Reordering Replenishment Storage Plan
Stock Valuation
OPE202 - OPE203 - Quality Control & Sampling
Inventory Manufacturing
Tools & Development
(2 days) (3 days) Advanced Common Tools
Advanced Development
Course Map
Objectives
The first aim of this training is to understand the features available

for radio terminals in Sage ERP X3.
Then you will be able to understand the technical impact of the use
of an external device.
At the end of this training, you will be able to parameterise and use
the Automated Data Collection (ADC) functionalities.
This training will not cover any settings of VT mobile devices.

Introduction
Pre-requisite
Sage ERP X3 Inventory Fundamental (OPE202)

Sage ERP X3 Inventory Adv. - Stock Count (INV302)
Sage ERP X3 Inventory Adv. - Reordering, Replenishment, Storage Plan (INV309)
Recommended
Sage ERP X3 Manufacturing Fundamental (OPE203)

Sage ERP X3 Inventory Adv. - Allocations (INV301)
Sage ERP X3 Inventory Adv. - Serial Number (INV303)
Sage ERP X3 Distribution Adv. - Packaging & Shipment Preparation (DIS305)

Introduction
Technical principles
Stock management rules & Valuation
Starting VT terminal
Entry flows
Issue Flows
Internal Flows
Selection by identifier
Advanced Inventory
Inquiries
Others
General parameters

Introduction

Introduction
Based on an emulation of Sage ERP X3 : real time, consistent with X3 and

open to every VT emulation device.
Same site is displayed for all movements. (Site by default per user, it can be
modified with Set Site function)
Portable terminals allow to create documents: no change nor deletion
possible.
1 line of document = 1 movement of a unique stock line.
Example : the receipt of 2 lots should be done in two different entries (except for serial
numbers).
Displayed all fields allow to identify lines of stock -> not managed by
parameterizable entry transactions.
2 types of procedures are managed by radio frequency:
Procedures related to physical flows.
Procedures Inquiry or reporting.

Scope
Inventory
20 functions are available
to be deployable on demand. Miscellaneous Receipts
Miscellaneous Issues *
Receipts
Inter-sites transfers *
Sub-contractor transfers *
Stock change *
Manufacturing Storage Plan Putaway
Materials Tracking Location replenishments
Production Tracking Counts
Time Tracking Shipment preparation
Inventory inquiries : Stock by location and by product

Flows & ADC features
Sales flow St St
o o ck ry
ck
ent
is is k
su su oc
e e St
Picking Ticket
Sales order Preparation Preparations Shipment Shipment Customer invoice Customer Return Credit note
(GESSOH) plan (GESPRH) preparation (GESSDH) (GESSIH) (GESSRH) (GESSIH)
(FUNPREP2) (VXABP)
Purchase flow
St
oc
ry
ent k
is
k su
oc e
St
Purchase order Receipt Invoices Supplier Return Supplier Return Credit note
(GESPOH) created validated (GESPIH)
(GESPTH) (GESPIH)
(GESPNH) (GESPNH)

Manufacturing flow
St
o ck ry
is ent
su k
e oc
St
Work order Material tracking Completed quantity Time Tracking Work Order Close
(GESMFG) (VXAMT) (VXAPT) (VXAOT) (FUNMCLOSE)
(VXBMT)

Subcontracting with WO flow

St
oc
k ry
is ent
su k
e oc
St
Work order Purchase order Sub-contract Receipt Material tracking Completed quantity Time Tracking Work Order Close
(GESPOH) transfers
(GESMFG) (GESPTH) (VXAMT) (VXAPT) (VXAOT) (FUNMCLOSE)
(VXAST)
(VXBMT)
Subcontracting without WO flow

St
oc
k ry
is ent
su k
e oc
St
Subcontract Purchase order Sub-contract Receipt Subcontract

order (GESPOH) transfers Order Close
(GESPTH)
(VXAST)
(GESMFG) (FUNTEACLO)

Stock count flow

St
o ck ry
is ent
su k
oc
e St
Count List
Inventory Counts Counts Counts Counts

Sessions - printing - - quantity entry - - validation - - close -
(GESMFG) (GESSNL) (VXACC) (GESSNL) (GESSNL)
Storage flow
Storage List
Stock modification
Stock entry Storage plan
Storage Plan Putaway
- on Dock location - - storage list creation -
(VXASY)
(FUNSSL)

Internal reorder flow
Calculation of
replenished location
(FUNCALREO)
Storage List
Stock modification
Consumption areas Reorder plan
Location replenishments
- storage list creation -
(VXALR)
(FUNREO)
Shortage on location

Introduction
Radio Frequency Terminals and SAGE ERP X3
 Features developed using SAFE X3 technology.
 Real-time communication through a radio frequency terminal server, usually

shared with the Web server.
 No intermediate layer with Sage ERP X3 = no data loss + data consistency.
 Emulation layer accessible from a large number of mobile terminals on the market
= autonomy in the selection of terminals

Introduction
RF Terminals
What is an emulation mode?
When setting up a radio system in emulation mode, the system
emulates a host system screen (as if the screen was directly connected
to the host system).
What you should know
Each terminal is using one open session and one open session requires
one system license
In case of malfunction of access points, the restricted mode is not
possible (as opposed to client / server). In this case, the radio terminal
emulation is passive and the connection between your host and the
terminal is interrupted.
RF terminals Characteristics
Bi-directional communication in real time between the operator and the
information system with:
Checks and immediate error messages
Common data update.

Technical principles

Prerequisite
A specific license is required per user

Development > Utilities > Verifications > Visualize license
This function shows the number of ADCs licenses.
The activity code ADC should be active

Development > Data and parameters > Development Setup > Activity codes
Radio Frequency technology relies on the use of a web server, web

server provides a VT terminal emulation to access the Sage X3.

RF Terminals
Emulation mode with VT terminals.

VT terminals with VT100 / VT220 terminals emulation.
Host On board
Access VT device
Point
Ethernet TCP/IP
Access
Point
Mobile VT devices

Technical Informations
Hardware Informations
Minimum configuration required for the use of VT terminal with Radio Frequency
under Microsoft® Windows..
Category Configuration required

Operating system Microsoft Windows CE 5.0
Non exhaustive list:
Equipment
LXE MX8 (RF Term), Dolphin 7600 (PowerNet), Motorola MC3090G (Wave
(embedded
Link Telnet CE), Symbol MC900G (Windows .NET 4.2), Teklogix 7535
software)
(TekTerm), …
Sage X3 pre-
The SAFE X3 Web Server component must be installed and configurated.
requisites
RAM memory 64 Mo minimum
Function keys 4 in direct access
Disk space None
Terminal mode vt100 or vt220 in standard
Screen size 8 lines x 20 columns in standard

Ergonomics of RF screen
The ergonomics are specific for a VT application. The list below

defines the characteristics:
The field being entered is in reverse video and in bold.
The field length is illustrated by dots.
The hourglass is illustrated by a * in the upper left.
The sections are not illustrated and their title is not displayed.
The tabs are displayed one by one.

Ergonomics of RF screen – Contextual buttons
4 buttons
F1 [OK] to select a function or to validate a new line
F2 [Crea] to validate and create the transaction of one or several lines
F3 [Sel] or [SelQ] or [Canc] depending on each screen
F4 [End] to go back to previous screen

Ergonomics of RF screen – UPC Code
Universal Product Code (UPC Code)

Product code information: It is possible to enter the X3 code of a product or an
UPC code corresponding to a product. If the UPC code is recognized, it is
replaced by the corresponding X3 product code.
UPC are generally used for barecoding.

Ergonomics of RF screen – Others buttons
The keys:
 : Scrolling in a field (e.g. for a long title)

Tab : next field. In the last field, going to the next screen
Shift+Tab : previous field. In the first field, going to the previous
screen
The keys in selection window:
↑ Previous line
↓ Next line
Previous page
Next page

Development for VT mode
Introduction
The development of the application and the first tests are to be carried out in the
Client/Server environment.
The next tests can then be carried out upon VT emulation and then upon mobile
drive emulation.
Development for VT mode

The VT windows are to be defined in the X3 dictionary. Since the mobile drive
has a limited display capacity, following rules apply and should be obeyed.
The screen:
8 lines at a maximum (7 data lines + 1 button line )
20 columns at a maximum
List and Grid section authorized

Stock management rules &
valuation

Stock management rules & valuation
Transactions available
The system offers only transactions within the rules inherent in the management
VT (e.g. no lot characteristics except the Expiry date, no automatic
determination).
Transactions (through the movement code) defines:

Authorized status and sub-status & default status
Location suggestion: Location category that will be proposed by default for the
movement. On the product site you could set a more precise location type and /
or location
Lot number management
QC Request generation
Obsolete stock control
Valuation
Each movement generated through the ADCs functions are valued following the
same rule than the normal functions.


Connection with TELNET

Use following command : telnet ServerName PortNumber
Example : telnet SAGEX3 28023
Application selection X3 login screen
Beware : The list shows all the published solutions on that server,
regardless of whether or not they are accessible by a VT terminal.
Optionally create a *. bat file (eg VT.bat) with the above mentioned command.
Entry Flow

Entry Flows – Inventory > Miscellaneous
Receipts
Select Miscellaneous Receipts
This function has only one screen (one tab)

[OK] to validate the current entry to add new line
[Crea] to validate the creation of receipts of one or several lines
[Sel] display a list of available values for the current field (F12 in X3)
[End] to go back to previous screen
Entry transaction: All fields in Lot block must be unchecked except Expires

Entry Flows – Inventory > Purchase Receipts
Select Receipts
Unlike the previous function, this one has 2 screens (2 tabs)

 In the first tab select Entry transaction then the Purchase order number
 The second tab appears, select Product code
 Supplier code, Unit and Qty are automatically displayed (read from PO)
 Enter other information: Status, Location, Lot supplier, Lot… Close the lineY/N

Entry Flows – Manufacturing > Completed
Quantity
Select Completed Quantity

 Select Entry transaction then Work Order number
 Product code is automatically displayed (read from WO)
 Enter Qty, Units, Status, Location, Lot supplier, Lot, Sub-lot, Serial no, Expires…
 Close or not the line

Exercise 1 – Entry flow functions
Objective: Starting VT Emulator by DOS command or .bat file

then performing Miscellaneous Receipts, Purchase Receipts
and Completed Quantity Tracking.

Entry Flows – Missing functions
In Inventory, the following functions are not available in VT Terminals
 Assembly / Disassembly
 Customer Return
 Subcontract receipt
Nor the following functions in Manufacturing :

 Tracking without a Work Order
 Re-integration plan

Issue Flows

Issue Flows – Inventory > Miscellaneous Issues
Select Miscellaneous Issues

 Select Entry transaction
 Quantity is always expressed in pack unit
 Status only the status possible define in the stock management rules
Entry transaction: Automatic determination must not be checked

Issue Flows – Manufacturing > Material Output
Select Material Output
This function also has only one screen (one tab)

 Select Work Order number then Product code
 Enter other required information
Entry transaction: Automatic determination must not be checked

Exercise 2 – Issue Flow
Objective: Perform Miscellaneous Issues and Material Output

Tracking

Issues Flows – Missing functions
 Assembly / Disassembly
 Shipment
 Packing
 Supplier Return
Nor the following functions in Manufacturing :

 Tracking without a Work Order

Internal Flow

Internal Flows – Inventory > Stock change
Select Stock change

 Select Entry transaction then Product code
 Origin location, status, quantity, lot, sub-lot, serial number
 Destination status, location
Entry transaction: Set mvt type = Internal and Change units options
must not be checked

Internal Flows – Inventory > Inter-site transfers
Select Inter-site transfers

 Select Entry transaction then Destination site
 Select Product code
Entry transaction: Set in Stock change with mvt type = Inter-sites

Internal Flows – Inventory > Sub-contract
transfers
Select Sub-contract transfers

 Select Entry transaction then the supplier then Product code
Entry transaction: Set in Stock change with mvt type = Subcontract

transfer

Exercise 3 – Internal Flow
Objective: Perform Stock change, Inter-site transfer and Sub-

contract transfer.

Internal Flows – Missing functions
 Quality Control
 Analysis request
 Lot modifications


Stock line definition
Product
Unit QC Ident. 1 Ident. 2

Site Location Unit Status Lot S/Lot Serial
Conversion Request (palnum) (ctrnum)
Possible combinations for stock selection:
1 2 3 4 5 6 7 8 9 10
Site
Product Location
Location
Ident. 1
Product Serial
Product Ident. 1
Serial
Product Lot S/Lot
Lot S/Lot
Lot
Product Lot

Selection by identifier - Example
Select Miscellaneous Issues then OK
At the field Source, we have to specify a choice of available

selection sources such as :
It,Loc : Product and Location fields can be entered (example above)
It,Lot,Slo : Product, Lot and Sub-lot fields can be entered
It,Lot : Product and Lot fields can be entered
Lot,Slo : Lot and Sub-lot fields can be entered
….

Exercise 4 – Selection by identifier
Objective: Use Selection by identifier to perform Miscellaneous

Issues

Advanced Stock

Advanced Stock – Inventory > Counts
Select Counts
This function has 2 screens (2 tabs)

 In the first tab, select Session number (created in X3 beforehand)
 In the second tab, enter quantity for the first line then press [OK] to validate
 Enter qty for the next line or press [Next] to skip
 Information entered will automatically update the count sheet
Entry transaction: No entry transaction required

Advanced Stock – Inventory > Storage Plan Put-
away
Select Storage Plan Put-away
This function has one screen (one tab)

 Select Storage list (created in X3 beforehand)
 Enter the quantity to be transferred from the dock to a storage area
 Enter destination status and location
Entry transaction: All fields in Lot block must be unchecked

Advanced Stock – Inventory > Location
replenishment
Select Location replenishment
This function has one screen (one tab)

 Select Reorder list (created in X3 beforehand)
 Confirm the quantity to be replenished to the Reorder location
Entry transaction: No entry transaction required

Exercise 5 – Advanced Stock functions
Objective: Perform advanced Inventory functions such as

Counts, Storage Plan and Location Replenishment

Inquiries

Inquiries – Product-Site
Select Product-Sites then OK
At the field Product, use the button [Sel] to select a product then [It+]
to browse to the next product.
After choosing a product, press tab to go to the first stock line
Use left/right arrows to view other fields : Sub-lot, Serial No, Qty..
Use [Page] to display next stock line list if this one is too long

Inquiries – Locations
Select Locations then OK
At the field Location, use the button [Sel] to select a location then [Loc] to
browse to the next one.
After choosing a location, press tab to go to the first line of product list
Use left/right arrows to view other fields : Sub-lot, Serial No, Qty..
Use [Page] to display next product list if this one is too long

Others

Weighing & ADCs
Reconciliation
This function is used in a weighing flow, right after the weighing stage. The
reconciliation is a control done on all the material weighed on a weigh station for
a works order. This prevents to forget, mix or add a component and ensure the
respect of the process and of the traceability
Start process control

This function is used in a weighing flow, right before the mixture of the
component in the reactor. The reconciliation is a control done on all the material
weighed on a weigh station for a works order. This prevents to forget, mix or add
a component and ensure the respect of the process and of the traceability
Both functions are quite similar and soon available in the ADCs
function

Time tracking & ADCs
Select Time tracking
This function also has only one screen (one tab)

 Tracking by Personal ID
 Select Work Order number then Product code
 Enter other required information

VT print out
Label or Document print-out could be automatically triggered after a

transaction performed on a VT terminal. The following parameters
settings must be correctly done :
 Entry Transaction : Label printing must be authorized (Stock tab).
 Entry Transaction : Specify document (e.g. Receipt note) and check AutoPrint
 Product data (Unit tab) : US label format must be specified (e.g. ETQ01)
 A printer in Destinations must be set for the Report.
 Enter printer in ADCs > Define the destination.
 Several definition levels are possible for Destinations (less detailed to more
detailed) :
Function : Define the destination.

- Destination specified in User data.
- Destination specified at dictionary of the report.
- Report code customizable by users, specified in the Destination parameter.

Labels and Documents

Exercise 6 – Label and document printing
Objective: How can we print out labels and documents when

using VT terminal ?

Mobile devices
Material example:
MC909X (Motorola)
ia l
ff ic
n o
t a on
n o a t i
i s n d
his m e
T om
re c
MC906X Addendum for
Windows® Mobile 5.0 (Motorola)

Mobile devices
Material example:
MC9000-G (Symbol Technologies)
ia l
ffi c
n o
t a o n
n o a t i
i s nd
his m e
T m
o
rec

Limits of Radio Frequency Functionalities
in V6
Choice of entry transaction impacts only movement code and automatic
journal code -> Display fields are not configurable depending on
transaction
No management of automatic selection (see allocations).
Impossible to enter the recontrol date, lot potency nor user fields
No modification nor deletion after creation (possible using Sage ERP X3)
No [Cancel] to abort the current in transaction in the ‘Shipment
preparation’ function
Few standard reports using barcode
No reprint function available from the ADC
Some selection are missing

General Parameters

General parameters
General parameters > Module Supervisor > Group SES >

Parameter VTMEN (Connection menu VT)
General parameters > Module Manufacturing > Group CTL >
Parameter CLTALL (Checking allowed)

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9/25/19

Who are you?

What are your

2 / © Sage 2010 INV404_Radio Terminals

9:30 10:45 Break 11:00 12:15 Lunch

13:30 14:45 Break 15:00 16:15 Break 16:30 17:30

3 / © Sage 2010 INV404_Radio Terminals

Finance Multi-Legislation Set Up

The first aim of this training is to understand the features available

5 / © Sage 2010 INV404_Radio Terminals

Sage ERP X3 Inventory Fundamental (OPE202)

Sage ERP X3 Manufacturing Fundamental (OPE203)

6 / © Sage 2010 INV404_Radio Terminals

Stock management rules & Valuation

7 / © Sage 2010 INV404_Radio Terminals

8 / © Sage 2010 INV404_Radio Terminals

Based on an emulation of Sage ERP X3 : real time, consistent with X3 and

9 / © Sage 2010 INV404_Radio Terminals

Materials Tracking Location replenishments

Production Tracking Counts

Time Tracking Shipment preparation

Inventory inquiries : Stock by location and by product

11 / © Sage 2010 INV404_Radio Terminals

12 / © Sage 2010 INV404_Radio Terminals

13 / © Sage 2010 INV404_Radio Terminals

Subcontracting with WO flow

Subcontracting without WO flow

Subcontract Purchase order Sub-contract Receipt Subcontract

14 / © Sage 2010 INV404_Radio Terminals

Stock count flow

Inventory Counts Counts Counts Counts

15 / © Sage 2010 INV404_Radio Terminals

Internal reorder flow

16 / © Sage 2010 INV404_Radio Terminals

Radio Frequency Terminals and SAGE ERP X3

 Features developed using SAFE X3 technology.

 Real-time communication through a radio frequency terminal server, usually

 No intermediate layer with Sage ERP X3 = no data loss + data consistency.

17 / © Sage 2010 INV404_Radio Terminals

18 / © Sage 2010 INV404_Radio Terminals

19 / © Sage 2010 INV404_Radio Terminals

A specific license is required per user

The activity code ADC should be active

Radio Frequency technology relies on the use of a web server, web

20 / © Sage 2010 INV404_Radio Terminals

Emulation mode with VT terminals.

21 / © Sage 2010 INV404_Radio Terminals

Category Configuration required

22 / © Sage 2010 INV404_Radio Terminals

The ergonomics are specific for a VT application. The list below

23 / © Sage 2010 INV404_Radio Terminals

25 / © Sage 2010 INV404_Radio Terminals

Universal Product Code (UPC Code)

26 / © Sage 2010 INV404_Radio Terminals

 : Scrolling in a field (e.g. for a long title)

The keys in selection window:

27 / © Sage 2010 INV404_Radio Terminals

Development for VT mode

28 / © Sage 2010 INV404_Radio Terminals

32 / © Sage 2010 INV404_Radio Terminals

Transactions (through the movement code) defines:

33 / © Sage 2010 INV404_Radio Terminals

34 / © Sage 2010 INV404_Radio Terminals

Connection with TELNET