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Part 2 - Compseemfg.com

1. If you are using a printer and want to print bar codes for locations or item numbers turn these options on see page 23 Otherwise turn the printing options off see page 23 The following procedure is for when the printing options page 23 are turned off Note To move to the previous data collection screen press the lt ALT gt key and then press the up arrow key 1 From the Asset Inventory menu press lt C gt Data Collection Key or Scan the Major Division The Data Collection screen is displayed 2 Key or scan the Major Division for the inventory Characters are displayed as entered If the location uses 8 characters the next Pata Oe Oa on screen is automatically displayed ned Or een the Major Division DIV 215_ Otherwise press lt ENTER gt Compsee 37 Apex 0698 Part 2 Apex trak Part 2 The screen prompts you for the Minor Division for the inventory Data Collection Key or Scan the Minor Division 3 Key or scan the Minor Division Characters are displayed as entered If the location uses 8 characters the next screen is automatically displayed Otherwise press lt ENTER gt The screen prompts you for the first item number Data Collection Key or Scan the Item Number 4 Key or scan the number printed on the control tag of one of the items to be inventoried Characters are displayed as entered If the item number uses 16 characters the Pata Collection next screen is automati
2. Press lt Q gt The Apex Trak main menu is displayed Collect Data This procedure records the location item number and count for each component tool merchandise etc during an inventory If you are using a printer and want to print bar codes for locations or item numbers turn these options on see page 23 Otherwise turn the printing options off see page 23 The following procedure is for when the printing options page 23 are turned off Note To move to the previous data collection screen press the lt ALT gt key and then press the up arrow key 1 From the Physical Inventory menu press lt C gt The Data Collection screen is displayed Data Collection Key or Scan the Location 2 Key or scan the location for the inventory Characters are displayed as entered If the location uses 8 characters the next Data eho hon screen is automatically displayed Key or Scan the Location BLDG 215 Otherwise press lt ENTER gt The screen prompts you for the first item number Data Gollectson Key or Scan the Item Number 3 Key or scan the number printed on the control tag of one of the items to be inventoried Characters are displayed as entered If the item number uses 16 characters the Pata Collection next screen is automatically displayed Key Or Sean the Item Number A 729 HD196 Otherwise press lt ENTER gt The screen prompts you for the count of the item you entered Data Collection
3. Key Pressing the lt ALT gt key toggles between enabling and disabling the cursor on the LCD screen Sometimes an operator may inadvertently disable the cursor by pressing lt ALT gt If the cursor on the LCD screen becomes disabled frozen press the lt ALT gt key to enable the cursor again In addition to being used with the lt I gt and lt J gt keys to adjust the LCD screen contrast refer to page 15 the lt ALT gt key is used in programming the Apex II Therefore if you inadvertently press lt ALT gt and then other keys you may unintentionally perform a procedure that adversely affects your Apex Trak operations Refer to Part 3 of this manual for more information on how the lt ALT gt key is used in programming the Apex II It is recommended that you use the lt ALT gt carefully Set Date and Time Perform the following procedure from the Apex Trak main menu to set the current date and time on the Apex II 1 Press the lt S gt key The Date and Time screen is displayed with the cursor in the year field The Date and Tame currently set time is displayed Enter New Date 19957 01 31 2 Press the number keys for the correct date in YYYY MM DD format Numbers are displayed as entered After you enter the year the cursor skips Date vama Time the front slash and moves to the month then to the day Enter New Date 1996 01 31 If the date is correct press lt ENTER gt A screen displays the currently
4. Key or Scan the Count Compsee 50 Apex 0698 Part 2 Apex trak Part 2 4 Count the number of pieces of this item that are in stock Then key the number The Apex II allows you to enter a zero in this field if you are out of stock Numbers are displayed as entered If the count uses 3 characters the next Data COLlection Key or Scan the screen is automatically displayed y pay Count 8 Otherwise press lt ENTER gt The screen prompts you for the next item number Data Collection Key or Scan the Item Number 5 Repeat Steps 2 3 and 4 with the next item 6 Repeat Step 5 until all items in this location have been inventoried Then press lt ALT gt lt Q gt The Physical Inventory menu is displayed oor hy Invent ss CO ee et Data T ransfer Data O ptions To inventory items in another location press lt C gt To transfer physical inventory data to the PC press lt T gt and follow procedures starting on page 54 To update Physical Inventory Options press lt O gt and follow procedures starting on page 54 To leave Physical Inventory and display the Apex Trak main menu press lt Q gt NOTES a Ifan item number is already in the data file when you key it the ReCount screen is displayed Recount the pieces of this item and re key the count or press lt ENTER gt Recount Key New Qty for 0000000002794713 8 b If you are performing inventory in one location only or if the physical loca
5. Minor Division 4 When the field name to be changed is selected gt is in front of the name press lt ENTER gt A data entry screen is displayed for the selected data field name Field Settings Field Name Major Division_ 5 Use the lt BKSP gt key to delete unwanted characters The character to the left of the cursor is replaced by a blank each time the Field Settings lt BKSP gt key is pressed Field Name Maj Compsee 41 Apex 0698 Part 2 Apex trak Part 2 6 Type the desired field name Characters are displayed as entered If the field name uses the maximum Field Settings allowed 15 characters the next screen is automatically displayed Field Name BUILDING Otherwise press lt ENTER gt If inventory data has been collected the screen displays a warning varning Warning Data Collected No Length Change Press any key If no data is in the Item Track data file a data entry screen is displayed with Field Settings the selected data field s current length displayed Field Length 16 7 If you receive a warning message in Step 6 press lt ENTER gt and skip to Step 9 Otherwise continue procedures in Step 8 8 Use the lt BKSP gt and number keys to enter the desired field length This is the desired length for the data field not the field name Characters are displayed as entered If the field name uses the maximum Field Settings allowed 2 characters the next screen is au
6. lt ALT gt lt Q gt The Item Track Set Options menu is displayed pee eM ea Clee a F ield Options P rinter Options U pload Options 11 Press the letter for one of the Item Track options Press lt Q gt to display the Physical Inventory main menu NOTES 1 When you change the name of a data field it is displayed on the Apex II in capital letters 3 The greater than symbol moves in one of two slightly different patterns through the list depending on which arrow key you press Use the arrow key you prefer 7 PHYSICAL INVENTORY PROCEDURES Physical Inventory Procedures begin when you select lt P gt from the Apex Trak main menu page 16 Phy Invent C ollect Data e Press the arrow keys to see more of the menu More of the menu is displayed with each press of the arrow keys T ransfer Data O ptions Phy Invent e A menu option does NOT have to be displayed in order to select it u Perform the following action from the Physical Inventory menu to access the procedure you wish to perform Press the first letter of the desired option and proceed to the location identified in the following table If You Press Proceed to This Key Page 50 Page 54 Page 54 The following paragraph Compsee 49 Apex 0698 Part 2 Apex trak Part 2 Quit To Main Menu Perform the following action after completing Physical Inventory procedures or to cancel Physical Inventory procedures before beginning them
7. s procedures The screen prompts you for the first item number Data Collection Key or Scan the Item Number 4 Key or scan the number printed on the control tag of one of the items to be inventoried Characters are displayed as entered If the item number uses 16 characters the Pata Collection next screen is automatically displayed Key OT Scan thie Item Number A 729 HD196 Otherwise press lt ENTER gt The screen prompts you to print a barcode for the item number or to cancel Print Banecods barcode printing Do you wish to Print a Tag Yes No 5 If necessary press the arrow keys to place parentheses around Yes or No Then press lt ENTER gt Parentheses toggle between being displayed around Yes and No as the arrow Print Barcode keys are pressed Do you wish to Print a Tag 7 Yes No When lt ENTER gt is pressed the next screen is displayed If you selected Yes an item number barcode is printed Attach the barcode per your organization s procedures The screen prompts you for the count of the item you entered Data Collection Key or Scan the Count 6 Count the number of pieces of this item that are in stock Then key the number The Apex II allows you to enter a zero in this field if you are out of stock Numbers are displayed as entered If the count uses 3 characters the next Data Collection screen is automatically displayed eS y r Scan the oun 8 Otherwise press
8. No as the arrow brast Data mile keys are pressed Are you sure ed Yes No 3 Assure that you have the desired option selected Yes to erase data No to cancel this procedure Then press lt ENTER gt The Set Options menu page 22 is displayed If you selected Yes the current data file is erased and cannot be recovered Compsee 26 Apex 0698 Part 2 Apex trak Part 2 Transfer Data To a PC Periodically operators transfer data that is gathered with and stored in the Apex II to the PC through an RS 232 cable to a host system either directly to an ASCII file on the PC or via a Compsee Wedge Before transferring data assure that the appropriate RS 232 cable is connected to the cable port Figure 2 4 on the Apex II 0227001 9 pin cable for direct connection to PC 0227004 25 pin cable for direct connection to PC 0227002 Cable for connection to Compsee QuickReader auxiliary port 0227003 Cable for connection to Compsee QuickLink auxiliary port In addition assure that the upload option on the Apex II page 24 is set to the Data Upload desired mode of transfer RS 232 or RS 232 via a keyboard wedge Host Connection CRS 2 322 Wedge_ If you are transferring data via a Communications Utility Program other than LinkMaster perform the procedure beginning on page 27 If you are transferring data via LinkMaster perform the procedure beginning on page 28 If you are transferring data via a Wedge perform the fol
9. Note During data collection Issue Return or Stock an item c data collection screen press the lt ALT gt key and then press the up arrow key Quit To Main Menu Perform the following action after completing Physical Inventory procedures or to cancel Physical Inventory procedures before beginning them Press lt Q gt The Apex Trak main menu is displayed Compsee 43 Apex 0698 Part 2 Apex trak Part 2 Issue Item This procedure records the destination item number number of days checked out and a movement code of TI for each item tool merchandise etc being tracked If you are not using a printer turn the printing options off see page 23 If you are using a printer and want to print bar codes for locations or item numbers turn these options on see page 23 Otherwise turn the printing options off The following procedure is for when the printing options see page 23 are turned off 1 From the Item Track menu press lt I gt The Issue screen is displayed with the Destination prompt TESTE Key or Scan Destination 2 Key or scan the destination checking out the item Characters are displayed as entered If the location uses 8 characters the next PSUS screen is automatically displayed Key or Scan Destination DEPTO6__ Otherwise press lt ENTER gt The screen prompts you for the first item number issued to the destination TAUR entered in Step 2 Key or Scan Item Number 3 Key or sc
10. are used to enclose hard keys keys whose name and function do not change located on the Apex II or PC such as lt ALT gt and lt Enter gt e Underlined type is used for titles that refer to manuals e Important points are included as notes Note headings are printed in bold italic typeface Notes are centered on the page e Caution and warning messages provide information which if not observed could result in equipment damage data loss or personal injury Caution and warning messages are shown in boxes How This Manual Is Organized This manual is designed for e Initial self instruction e Quick reference for procedures that are performed only occasionally Chapters 1 and 2 introduce you to this manual and the Compsee Apex Trak programs installed in the Apex II portable collection terminal Chapter 3 is an overview of the Apex II Apex Trak Operations including a description of the hardware and software controls and indicators Chapter 4 walks you through step by step Apex II Apex Trak General Operations such as powering the unit on and off navigating through the Apex Trak menus and setting Apex Trak options Chapter 5 walks you through step by step Asset Inventory Procedures Chapter 6 walks you through step by step Item Track Procedures Chapter 7 walks you through step by step Physical Inventory Procedures 2 INVENTORY AND TRACKING PROCEDURES AND THE Apex II Inventory procedures involve finding and counting assets suppl
11. assets or other items The operator keys or scans the location being inventoried scans or keys the item numbers displayed on tags physically attached to the items and then keys the quantity of the scanned items The data is then uploaded to a host program to be used in an inventory tracking database system As installed this program is straight forward easy to use and meets most data collection needs However a computer programmer could modify Apex Trak to meet any physical inventory needs Table 3 4 lists and describes the Item Track data fields The operator enters data for all fields except the date and time stamps The Apex II Apex Trak program automatically enters the date and time as a record entry is completed The Item Location field which is not required can be turned off by setting its length to zero Table 3 4 Physical Inventory Data Field Descriptions tem Locaion 8 None Righe joie Zero fea Dae ft Date in the form YYYYMMDD 19950928 Time in the form HH MM in 24 hour format 23 30 Required fields are identified by an asterisk next to their names Compsee 13 Apex 0698 Part 2 Apex trak Part 2 When data from the Physical Inventory program is transferred to the PC using procedures starting on page 27 the file is named PIFILE Characters for each record are in strings Each record is separated by a carriage return Fields are padded with spaces to their defined length but are not separated from other f
12. i nei i 15 Reboot the Apex I o 3i6 oat ale eeisl aiid Riis lia E 16 Apex Trak Main Menu Procedures cssscescseeeceseeeceseeeeeseeneeseens 16 Access Asset Inventory Item Track or Physical Inventory 17 Navigating Through Apex Trak Menus and Options 06 17 Using the lt A LT gt KEY e are Ene a E R a E 18 Set Date and Time srnssnece iee a iiae a see 18 View the Amount of Free Memory ssseeeeeseeeereeeerersrrrereererseereee 19 Read Bat COdES iaronn sess sou lee ovsvsgy EE A ES 19 View the Compsee Introduction cc eeeecseeeecseeeeceeeeeceseeeeeseeneeees 20 Apex Trak General Procedures 000 ceeceecesecesecesecseeceeceeeneeeneeeens 21 Quit the Current Program 0 cscecesseeccssecceeeceeeeeceeeeceaeeaseseeneeaes 21 STIO nO AR E TRT T 22 Transfer Data Toa PG yissssspcochish vs setest eteta taora re eror raTa i Ereti 27 Other LinkMaster Procedures eseeseeseseeessereerserrererrsreeresreeresene 31 5 ASSET INVENTORY PROCEDURES seeessseerereersesrrriereresrsesreerere 36 Quit To Main Menteni nnne a i i a E tenons 37 Collect Asset Inventory Data ssesseseessereeresrrreerrsreresreeresreerrsreereeene 37 View And Edit Inventory Data ee eeeeseeeecneeeeceeeeeceseceeesecneeeeens 39 Transfer Asset Inventory Alfile Data ccecceeseesceeeeeeeeeteeeeeteees 40 Set OPuOns Suis vinnie eee eaaa abn Mai Rei aA elas 40 6 ITEM TRACK PROCEDURES eeececeeccsseeeceseceeeeceeeecaeeeeeaeceees
13. lt ENTER gt The screen prompts you for the next item number Data Collection Key or Scan the Item Number Compsee 53 Apex 0698 Part 2 Apex trak Part 2 7 Repeat Steps 2 4 and 6 with the next item In addition if the item has not previously been entered perform Steps 3 and 5 8 Repeat Step 7 until all items in this location have been inventoried Then press lt ALT gt lt Q gt Phy Invent C ollect Data The Physical Inventory menu is displayed T ransfer Data O ptions Transfer Physical Inventory PIFILE Data Follow procedures beginning on page 27 to transfer Physical Inventory data to the PC Set Options When options are changed in Physical Inventory Item Track and Asset Inventory options are not affected Follow procedures beginning on page 22 to set all options except field options Perform the following procedure to set the Name and length for Physical Inventory data fields Note The length of a data field cannot be changed if Physical Inventory data has been collected and is still in the data file 1 From the Physical Inventory menu press lt O gt Phy Invent F ield Options P rinter Options U pload Options The Physical Inventory options menu is displayed 2 Press lt F gt The screen displays a list of the current names of the Physical Inventory data Field Settings fields The list does not fit on the screen gt Item Number Location 3 Use the arrow keys to d
14. press any key the procedure continues as above c In Steps 2 and 3 if printing options are turned on and you scan a number that Print Barcode is not already in the database or key a number a prompt is displayed Do you wish to Print a Tag Yes No After you select yes or no the procedure continues as above Return Item This procedure records the item number and a movement code of R for each item tool merchandise etc being tracked If you are not using a printer turn the printing options off see page 23 If you are using a printer and want to print bar codes for locations or item numbers turn these options on see page 23 Otherwise turn the printing options off The following procedure is for when the printing options see page 23 are turned off 1 From the Item Track menu press lt R gt The Return screen prompts you for the Item Number perpen Key or Scan Item Number 2 Key or scan the number printed on the tag of the item being returned Characters are displayed as entered If the item number uses 8 characters the AS Se next screen is automatically displayed Key 20 8 2 San Item Number 9783954_ Otherwise press lt ENTER gt The Return screen prompts you for the Item Number of the next item being Return returned Key or Scan Item Number 3 Repeat Step 2 until all returned item numbers have been keyed or scanned Then press lt ALT gt lt Q gt The Item Track menu is displa
15. the key for the first letter of an option selects it Compsee 8 Apex 0698 Part 2 Apex trak Part 2 The other main menu options do not have submenus When these options are selected a procedure begins Figure 2 6 shows the first three main menu options and the submenus displayed when each is selected Phy Invent C ollect Data T ransfer Data O ptions S Ltem Trrack T ransfer Data Phy Invent Os arate Figure 2 6 Main Menus For Apex Trak Inventory Tracking Programs 3 OVERVIEW OF Apex II Apex Trak PROCEDURES Apex Trak is a commercial off the shelf general use inventory and tracking software product As such Apex Trak does not showcase the sophisticated programming capabilities of the Apex II However all three programs are straightforward and easy to learn These simple programs are designed for collecting all the data necessary for most inventory and tracking needs An experienced programmer can easily modify the installed code to meet any custom program design needs During the scanning process location and item bar codes can be printed from the Apex II using a portable bar code printer With the communication software provided the data collected can easily be exported to a host PC for processing and reports One Apex II unit can be used to collect data in all three programs or multiple Apex II units can be used The number of records an Apex II can hold depends upon the Apex II model the data collectio
16. 20 Asset Inventory 1 5 1 2 27 24 39 19 Sai O This program streamlines and expedites the collection of asset inventory data Itis used with equipment furniture and other assets that organizations periodically account for and inventory The operator goes to the various places where the assets are located The operator scans or keys the asset numbers displayed on tags physically attached to the assets The operator enters data by major and minor divisions which represent regions buildings rooms or other useful divisions describing the physical location or department control of assets In addition the operator may enter a description remarks and the condition of each asset The data is then uploaded to a host program to be used in an asset tracking inventory database system Compsee 10 Apex 0698 Part 2 Apex trak Part 2 As installed this program is straight forward easy to use and meets most data collection needs A computer programmer could modify Apex Trak to meet any asset inventory requirements Table 3 2 lists and describes the Asset Inventory data fields The operator enters data for all fields except the date and time stamps The Apex II Apex Trak program automatically enters the date and time as a record entry is completed These fields are user definable in name and length Fields which are not required can be turned off by setting the field length to zero Table 3 2 Asset Inventory Data Field Descriptions
17. Apex II Compsee PORTABLE DATA COLLECTION TERMINAL Manual COAMIIUG0000 Opertaions amp Programming Manual PART 2 Apex Trak COMPSEE All rights reserved No part of this manual including illustrations and specifications may be reproduced or used in any form or by any means without permission in writing from Compsee The material contained in this manual is for informational purposes only and subject to change without notice Compsee 1997 Printed in USA Revision 1 2 Compsee 1 Apex 0698 Part 2 Apex trak Part 2 Table of Contents LINTRODUCTION w i3 osteo aii oi es po asa owen a eat 3 Using This Manual seesinane descenntiss a be eereete RA 4 How This Manual Is Organized eeeeeeeeeeeceeeeeesecseeeeeeeeeneenees 4 2 INVENTORY AND TRACKING PROCEDURES AND THE Apex Uh vest cteaph cnc ieran aii ditig aint 4 Using Apex Trak In Item Tracking and Inventory Systems 6 Apex II Physical Description Controls and Indicators 0 0 0 0 eee 6 Apex Trak Main Menus ccecesscssseecsseceseecseeecseeeecaeceeeaeeaeeseenees 8 3 OVERVIEW OF Apex II Apex Trak PROCEDURES n se 9 Asset Inventor coset he ioe Ne Was es 10 Tem Track s s ss scen assistant nasal th aitduueaaieetnt 12 Physical INVentory i 043 ssesuih oo reaa a Er eee is omens 13 4 GENERAL Apex IT AND Apex Trak PROCEDURES n se 14 Power the Apex IT On and Off eeeecseeeecneeeeceeeeeesaeceeeseeneeeeens 14 Adjust the Contrast Level oo ec iie
18. I erase all data collected in all three programs and erase the Apex Trak program if the program has not been saved to flash Press and hold the lt ALT gt and the lt gt period key while you turn the Apex II on by pressing the red power on key Perform the following action to reboot the Apex II erase all data collected in all three programs and erase the Apex Trak program whether or not it has been saved to flash Press and hold the lt ALT gt and the lt SPC gt key while you turn the Apex II on by pressing the red power on key Apex Trak Main Menu Procedures When the Apex Trak Main Menu is displayed it fills three LCD screens e Press the arrow keys to see more of the menu Apex e More of the menu is displayed with each press of the arrow keys a et Date pa ee Memory ead Bar Codes Ti ass e A menu option does NOT have to be displayed in order to select it coe ntro Perform the following action from the Apex Trak to access the procedure you wish to perform Compsee 16 Apex 0698 Part 2 Apex trak Part 2 Press the first letter of the desired option and proceed to the location identified in the following table If You Press Proceed to This Key Page Access Asset Inventory Item Track or Physical Inventory Perform one of the following actions depending on which program you wish to access from the main menu a Press the lt A gt key to access Asset Inventory page 36 b Press the lt I gt key to acce
19. I file is created in the current directory on the PC Once data has been copied to the PC the operator may import it into any spreadsheet report generator or other computer software application that supports the import of ASCII data Other LinkMaster Procedures The LinkMaster software includes other options These options are described in Part 1 of this manual An operator may need to perform the Download Program option when a Anew version of the program is sent to the operator b During troubleshooting procedures when the Apex II has been rebooted The following procedure erases all data in the Apex II It may also erase the Apex Trak program Do not perform this procedure unless at least one of the following is true 1 You are an experienced programmer and are familiar with parts 1 and 3 of this manual 2 You are troubleshooting a problem and a software maintenance person tells you to reboot and download the program Compsee 31 Apex 0698 Part 2 Apex trak Part 2 In order to download a program the Apex II must be in the immediate mode described in Parts and 3 of this manual The easiest way to prepare the Apex II to receive a program is to reboot the Apex II with the following procedure Turn the Apex II off Then press and hold lt ALT gt lt gt keys while turning on the Apex II The screen displays a SYSTEM REBOOT message Then the Compsee logo screen indicates the Apex II is ready to receive a Copyright 1996 C
20. IC program ApexTrak apx please wait When the Run Command has been sent the bottom of the PC indicates the download procedure is complete and you may quit out of LinkMaster on the PC Establishing communications please wait Sending Immediate Command to Apex Current version in Apex v1 19a Apex Operating system matches disk 1 19a Loading Apex BASIC program ApexTrak apx please wait Sending the SAVE command to the Apex terminal Sending the RUN command to the Apex terminal For updates to this program contact your reseller or call the Compsee technical support BBS at 910 439 1332 PRESS ANY KEY TO CONTINUE During the program download the Apex II screen displays a status message Loading Program ApexTrak If you selected the Save Program to FLASH option in Step 8 the Apex II Saving Program displays a processing message Compsee Apex 0698 Part 2 Apex trak To FLASH 35 Part 2 SYSTEM SETUP A message is briefly displayed If you selected the Send Run Command after download command Apex Trak is oh NES E x launched and the Compsee Introduction begins INT ae UCTION Note If you did not select the Send Run Command after download option the cursor is displayed in the top left corner of the blank screen Press lt ALT gt lt R gt Apex Trak is launched The Apex II briefly displays the SYSTEM SETUP message and then the INTRODUCTION screen The scree
21. Remarks In this example Asset number 7539786 has a description of Computer View and Edit remarks stating Model 978333 and a condition of New 3 Lect KURDA emar S gt Model 978333_ Compsee 39 Apex 0698 Part 2 Apex trak Part 2 View and Edit Select Field Model 978333_ gt Condition View and Edit Select Field Condition gt New When the end of the list has been reached the beginning of the list is again Ve and ae i Select Freid displayed gt Description Computer 4 When the field name or the actual data to be changed is selected gt is in front of the name or actual field press lt ENTER gt A data entry screen is displayed for the selected data VAC wend Sid at Description Computer 5 Use the lt BKSP gt key to delete unwanted characters The character to the left of the cursor is replaced by a blank each time the View some Eda t lt BKSP gt key is pressed Description Com 6 Type the desired data Characters are displayed as entered If the data uses the maximum characters and spaces allowed editing is completed and the beginning screen is automatically displayed Otherwise press lt ENTER gt The beginning screen is displayed View and Edit Select Field gt Description Computer 7 Repeat Steps 3 through 6 until all desired fields are updated Then press lt ALT gt lt Q gt Transfer Asset Inventory AIfile Data Follow procedures beginning
22. Repeat Steps 1 2 and 3 with the next item 5 Repeat Step 4 until all items in this location have been inventoried Then press lt ALT gt lt Q gt The Physical Inventory menu is displayed ase IY enV ORE SS Cyolleex Data T ransfer Data O ptions The following procedure is for when the printing options are turned on and a printer is attached to the Apex II In this example you scan a location number that is not in the data file and key the Item number 1 From the Physical Inventory menu press lt C gt The Data Collection screen is displayed Data Collection Key or Scan the Location 2 Key or scan the location for the inventory Characters are displayed as entered If the location uses 8 characters the next Dee Go FreeC eet screen is automatically displayed Key or Scan the Location BLDG 215 Otherwise press lt ENTER gt The screen prompts you to print a barcode for the location or to cancel barcode Print Barcode printing Do you wish to Print a Tag Yes No 3 If necessary press the arrow keys to place parentheses around Yes or No Then press lt ENTER gt Compsee 52 Apex 0698 Part 2 Apex trak Part 2 Parentheses toggle between being displayed around Yes and No as the arrow Print Barcode keys are pressed Do you wish to Print a Tag Yes No When lt ENTEP gt is pressed the next screen is displayed If you selected Yes a location barcode is printed Attach the barcode per your organization
23. ach time the ield Settings lt BKSP gt key is pressed 6 Type the desired field name Characters are displayed as entered If the field name uses the maximum ield Settings allowed 15 characters the next screen is automatically displayed Field Name DEST DEPARTMENT Otherwise press lt ENTER gt If inventory data has been collected the screen displays a warning warming Warming Data Collected No Length Change Press any key _ If no data is in the Item Track data file a data entry screen is displayed with Field Settings the selected data field s current length displayed Field Length 8 7 If you receive a warning message in Step 6 press lt ENTER gt and skip to Step 9 Otherwise continue procedures in Step 8 8 Use the lt BKSP gt and number keys to enter the desired field length This is the desired length for the data field not the field name Characters are displayed as entered If the field name uses the maximum Field Settings allowed 2 characters the next screen is automatically displayed Field Length 9 Compsee 48 Apex 0698 Part 2 Apex trak Part 2 Otherwise press lt ENTER gt The beginning Field Settings screen is displayed again See Step 2 This time Field Settings the new field name is displayed in capital letters gt Item Number DEST DEPARTMENT 9 If desired repeat Steps 2 through 8 to update additional field data Otherwise continue to Step 10 10 Press
24. an the number printed on the tag of the item being issued Characters are displayed as entered If the item number uses 8 characters the LISU next screen is automatically displayed KEFE O Can Item Number 9783954_ Otherwise press lt ENTER gt A prompt asks for the number of days until the item issued in Step 3 must be Issue returned by the destination entered in Step 2 Key or Scan Return Days 4 Key the number of days the item is checked out for 0 999 Then press lt ENTER gt Apex Trak automatically enters a movement code of T for this item The screen prompts you for the next item number issued to the destination pias entered in Step 2 Key or Scan Item Number Compsee 44 Apex 0698 Part 2 Apex trak Part 2 5 Repeat Steps 3 and 4 until all the items issued to the destination in Step 2 have been keyed or scanned Then press lt ALT gt lt Q gt The Item Track menu is displayed NOTES a If you are a novice and have difficulty with this procedure perform procedures in Chapter 7 first Physical Inventory procedures are more simple and they are described in detail for the novice b In Steps 3 if you enter a number that is already in the database identified as Arb Eeia dy SPURA from Stock to issued a message is displayed Destination Press any key Apex Trak does not allow you to issue an item that the data base in the Apex II lists as already issued to a destination After you
25. cally displayed Key Ob o Can the Item Number Gy SI 109 1926 Otherwise press lt ENTER gt The screen prompts you to key a description of the item number entered in Data Collection Step 4 Key or Scan the Description 5 Key the description or press lt ENTER gt The screen prompts you to key remarks for the item number entered in Step 4 Pata Collection Key or Scan the Remarks 6 Key the remarks or press lt ENTER gt The screen prompts you to key the condition for the item number entered in Data Collection Key or Scan the Step 4 Condition 7 Key the condition or press lt ENTER gt The screen prompts you for the next item number Data Collection Key or Scan the Item Number 8 Repeat Steps 4 through 7 for all the assets to be inventoried Then press lt ALT gt lt Q gt The Asset Inventory menu is displayed NOTES a If you are a novice and have difficulty with this procedure perform procedures in Chapter 7 first Physical Inventory procedures are more simple and they are described in detail for the novice b In Steps 4 if you enter a number that is already in the database a message is Error Error displayed Duplicate Item Number Press any key Compsee 38 Apex 0698 Part 2 Apex trak Part 2 Apex Trak does not allow you to enter duplicate Item Numbers in Asset Inventory After you press any key the procedure continues as above c In Steps 2 3 and 4 if prin
26. ceseeeeeeeeees 7 Table 3 1 Quick Reference To Apex Trak Procedures ecseeeeeeees 10 Table 3 2 Asset Inventory Data Field Descriptions 0 0 ce eeeeeeeeenees 11 Table 3 3 Item Track Data Field Descriptions cc eeeeeeeceseeneeteeneeeee 12 Table 3 4 Physical Inventory Data Field Descriptions cece 13 Table 4 1 Apex Trak General Procedures eee eee cee cseeeneeeeeeeeeeeees 21 1 INTRODUCTION This is the second of four parts of the Apex I Portable Data Collection Terminal Manual This part of the manual describes the hardware and human computer interface procedures In this part the term operator applies to all levels of personnel who operate the Apex II and Apex Trak to collect data The Apex II contains Apex Trak factory installed software Apex Trak includes the Asset Inventory AJ Item Track IT and Physical Inventory PI programs Since the programs are factory installed the novice can begin using the Apex II immediately The novice can read this manual to become familiar with automated tracking and inventory procedures as well as the Apex II and Apex Trak features Apex Trak streamlines and expedites the collection of data into files that are later transferred to the operator s PC The Apex II travels with the operator to where inventory items are located Since the need for writing and editing data on paper is eliminated productivity is increased and errors are reduced If scanning capability is a
27. dded both productivity and error reduction improve dramatically The Apex II and Apex Trak support the scanning of bar codes and identifying bar code symbology This is accomplished by purchasing one of the Apex II models that include a standard or long range scanner or by attaching another scanning unit to the Apex II An experienced operator can use this manual to learn about the Apex II and Apex Trak features Computer software designers and programmers can use this manual to learn about and evaluate the functionality of Apex Trak While these programs accommodate a variety of data collection application needs the code can be modified to meet any data collection requirements Programmers can modify the delivered code or can purchase the optional Compsee Apex II Program Generator to facilitate the process Compsee 3 Apex 0698 Part 2 Apex trak Part 2 The Apex Trak program includes a print driver for portable bar code label printers Printers may be purchased separately from Compsee Using This Manual After reading and working through the procedures in this manual a few times you will be comfortable with Apex Trak You will probably only use this manual as a reference When problems and questions arise you can refer to the Table of Contents of the manual to quickly find the appropriate topic Within this manual the following typographic conventions are followed e Bold type is used for headings e lt gt Angular brackets
28. e Marrion Apanaman Rated Zoomed O MnorDiison Atunumeri Risse Zero tter EA Condition Alpha Numeric Left justified Date in the form YYYYMMDD 19950928 Time in the form HH MM in 24 hour format 23 30 Required fields are identified by an asterisk next to their names When data from the Asset Inventory program is transferred to the PC using procedures starting on page 27 the file is named AIFILE Characters for each record are in strings Each record is separated by a carriage return Fields are padded with spaces to their defined length but are not separated from other fields of a record by spaces or tabs Figure 3 1 illustrates a typical ASCII file for Asset Inventory Columns in the table and figure are shaded to make the ASCII file easy to read 00000001 00000023 0000A 9302 83746 COMPUTER IBM MODEL NO 5559933 NEW 19960205 10 41 00000001 00000023 0000A 9302 84029 EXECUTIVE DESK POOR 19960205 T0745 00000001 00000023 OO00A 9302 83333 ROUND TABLE GOOD 19960205 MOAT 00000001 00000023 0000A 9302 83777 STORAGE BIN NEW 19960205 10 49 00000002 00000023 0000A 9302 8186 COMPUTER MAC MODEL NO 5422232 NEW T9960209 T2637 00000002 00000045 OOO00A 9302 8927 COMPUTER DEC MODEL NO 9793737 FAIR t9960205 EZT38 00000002 00000045 0000A 9302 8222 CHAIR ERGONOM ON LEFT ARM REST SCRATCHED 19960205 T2739 00000002 00000045 0000A 9302 83157 FAX MACHINE OBSOLETE 19960205 T2345 Figure 3 1 Typical ASCII File For Asset Inventory C
29. e main menu press the lt Q gt key on the Apex II See Apex Trak Main Menu Procedures page 16 for navigating to and from the main menu OR Press the red power on off button in the lower left corner of the Apex II Figure 2 4 Note The Apex II automatically transitions into a sleep mode after it is not used no keys pressed for a specified time out period currently set at approximately two minutes Compsee 14 Apex 0698 Part 2 Apex trak Part 2 When the Apex II has automatically transitioned to the sleep mode you can turn it back on by pressing the red power on off button as described above or by performing one of the following actions Press the lt SCAN gt key OR If a scanning unit with a trigger is attached to the Apex II press the trigger Adjust the Contrast Level Perform the following procedure to adjust the contrast on the Apex II LCD screen To increase the contrast make the background darker 1 Press the lt ALT gt key The cursor on the LCD screen is disabled frozen 2 Press lt I gt until the contrast is at the desired level The contrast increases until the lt I gt key is released To decrease the contrast make the text lighter 1 Press the lt ALT gt key The cursor on the LCD screen is disabled frozen 2 Press lt J gt until the contrast is at the desired level The contrast increases until the lt J gt key is released Alternatively you can press lt ALT gt and then switch between pressi
30. eceive a warning message in Step 6 press lt ENTER gt and skip to Step 9 Otherwise continue procedures in Step 8 8 Use the lt BKSP gt and number keys to enter the desired field length This is the desired length for the data field not the field name Characters are displayed as entered If the field name uses the maximum Field Settings allowed 2 characters the next screen is automatically displayed Field Length 9 Compsee 55 Apex 0698 Part 2 Apex trak Part 2 Otherwise press lt ENTER gt The beginning Field Settings screen is displayed again See Step 2 This time Field Settings the new field name is displayed in capital letters gt EVIDENCE CTL NO Location 9 If desired repeat Steps 2 through 8 to update additional field data Otherwise continue to Step 10 10 Press lt ALT gt lt Q gt The Physical Inventory options menu is displayed Se Phyo Tne nts F ield Options P rinter Options U pload Options 11 Press the letter for one of the Physical Inventory options Press lt Q gt to display the Physical Inventory main menu NOTES a When you change the name of a data field it is displayed on the Apex II in capital letters b The greater than symbol moves in one of two slightly different patterns through the list depending on which arrow key you press Use the arrow key you prefer Compsee 56 Apex 0698 Part 2 Apex trak Part 2
31. eenees 43 Quit To Main Ments nens nirs iE EER 43 Ste CrS a o E EE ETET 44 Ret rn Items are ae a n e RE ee 45 Stock Item e Bee e e A e a E R 46 Transfer Item Track ITFILE Dat ccc ecccccecescecessseceenseeeeeenes 47 Set Options qenvisg since E E E oie ei ERE RE eA 47 7 PHYSICAL INVENTORY PROCEDURES 1 0 0 cceecceceeccsseeeeeseeneeeeenees 49 Quit To Main Menu ccccccccssccsceesscssscecssecesseecsseseseeecsseseeeeeesseesees 50 Collect Dataene ccs Maniih n a E A ERS 50 Transfer Physical Inventory PIFILE Data n 54 Set Options seenwihiie satiated nibiions Aiea aie ay 54 Compsee Apex 0698 Part 2 Apex trak Part 2 List of Figures Figure 2 1 Typical Asset Tracking Inventory Process s es 5 Figure 2 2 Typical Item Tracking System eeceeeeceseeeceeeeeeeeeneeees 5 Figure 2 3 Typical Physical Inventory Procedure eceeeeceseereeseeneeees 5 Figure 2 4 Apex II Without Scanner Controls and Indicators 7 Figure 2 5 Apex Trak Main Menu eeceeeccssecseesecneeeeceseeeceaeeeeeseeneeees 8 Figure 2 6 Main Menus For Apex Trak Inventory Tracking Programs se etree renerne tides cope ees 9 Figure 3 1 Typical ASCII File For Asset Inventory 11 Figure 3 2 Typical ASCII File for Item Track ee eeeeesseeeeeteereeeeenees 13 Figure 3 3 Typical ASCII File for Physical Inventory eeeeeeenees 14 List of Tables Table 2 1 Apex II Controls and Indicators 2 00 0 ceeseseesceeee
32. enter data e Store approximately 3 000 items in each terminal refer to page 9 for more specific information e Transfer data through an RS 232 cable to a host system either directly to an ASCII file on the PC or via a Compsee Wedge e Modify the names and lengths of fields The following optional features are available if the associated hardware is purchased for the Apex II Apex Trak system e Scan commercial and Apex Trak bar codes e Collect tracking data by scanning bar codes on items e Use multiple scanning devices to enter data e Print barcoded tags from a portable bar code printer With the Asset Inventory Apex Trak program you can e Add view and edit data records during inventory e Use a minimum of 4 fields and maximum of 8 fields of data for each asset being tracked e Record observable information such as physical description remarks condition electronically as inventory is being performed With the Item Track Apex Trak program you can e Record when an item is issued returned and restocked electronically as the event occurs e Record the individual or group to whom the item is issued and the number of days the item is checked out for e Use either 5 or 6 fields of data for each item being tracked With the Physical Inventory Apex Trak program you can e Record locations that are inventoried items found in each location and the count for each item e Use either 4 or 5 fields of data for each item being i
33. epending on whether it is performed from Asset Inventory Item Track or Physical Inventory Perform this action from the Asset Inventory AI Item Track IT or Physical Inventory PI main menu to access Set Options procedures 1 Press the lt O gt key The Set Options menu is displayed The current program in this case the Asset Invent Ei ats gt F ield Options Asset is displayed on the top line P rinter Options U pload Options Otherwise the three Set Options menus are identical aa aaa ta ME Tr Ej tase Data File OF wie 2 Select the desired option by pressing the key associated with that option Then proceed to the page listed in the following table To perform this Proceed to this page procedure Field Options Printer Options Upload Options Erase Data File Quit to Apex IT main menu Quit to Current Program s Main Menu Perform the following action from any of the Set Options menus to cancel Set Options procedures and display the current program s main menu 1 Press the lt Q gt key Field Options The procedure is identical for all three inventory tracking programs however the LCD screen displays the field names and lengths contained in the currently accessed program Refer to Chapter 5 for Asset Inventory Chapter 6 for Item Track and Chapter 7 for Physical Inventory Field Options procedures Printer Options Options set with this procedure only affect the program from which t
34. erases any data thathas Rewriting Flash been saved to flash A message is displayed on the Apex II When this is completed LinkMaster starts downloading the program On the fourth line the PC screen displays dots one by one until they fill the line Then the line is cleared and the cycle repeats itself This processing indication continues until downloading is complete Establishing communications please wait Sending Immediate Command to Apex Current version in Apex v1 02 Updating Apex operating system v1 02 with disk 1 19a Loading Apex BASIC program ApexTrak apx please wait If your operating system matches the operating system in the download program the screen displays different processing messages Establishing communications please wait Sending Immediate Command to Apex Current version in Apex v1 19a Apex Operating system matches disk 1 19a Loading Apex BASIC program ApexTrak apx please wait Compsee 34 Apex 0698 Part 2 Apex trak Part 2 If you selected the Save Program to FLASH and the Send Run Command after download options in Step 8 and 9 LinkMaster displays processing indications on the PC screen Establishing communications please wait Sending Immediate Command to Apex Current version in Apex v1 19a Apex Operating system matches disk 1 19a Sending the SAVE command to the Apex terminal Sending the RUN command to the Apex terminal Loading Apex BAS
35. ey or scan the stock location ReStock Key or Scan the Item Number 9783954_ ReStock Key or Scan the Location Characters are displayed as entered If the item number uses 8 characters the next screen is automatically displayed Otherwise press lt ENTER gt The ReStock screen prompts you for the Item Number of the next item being put away in stock ReStock Key or Scan the Item Number 4 Repeat Steps 2 and 3 until all items being stocked or restocked and their locations have been entered into the data file Then press lt ALT gt lt Q gt The Item Track menu is displayed Compsee Apex 0698 Part 2 Apex trak 46 Part 2 NOTES a In Step 2 if you enter a number that is already in the database and is identified Already Returned to Stock as returned in the database a message is displayed Press any key After you press any key the procedure continues as above b In Step 2 if the printing options are turned on and you enter a number that is Print Barcode not already in the database a prompt is displayed Do you wish to Print a Tag zd Yes No After you select yes or no the procedure continues as above Transfer Item Track ITFILE Data Follow procedures beginning on page 27 to transfer Physical Inventory data to the PC Set Options When options are changed in Item Track Asset Inventory and Physical Inventory options are not affected Follow procedures beginning o
36. following procedure from the Apex Trak main menu to scan a bar code without accessing one of the Inventory Tracking programs 1 Press the lt R gt key Verify Bar Codes The Verify Bar Codes screen is displayed with the cursor in the first blank of the data entry field Key to Print ALT Q to Quit 2 Press the lt SCAN gt button on the Apex II or press the trigger on the scanning device if applicable OR Key the bar code Proceed to Step 3 If you used the scanner the Verify Bar Codes screen displays the scanned VER ey Bar odes 01234567891234 bar code number and symbology Code I 2 of 5 ALT Q to Quit Compsee 19 Apex 0698 Part 2 Apex trak Part 2 Verify Bar Codes Then the Verify Bar Codes screen is displayed again Key to Print ALT O to Quit 3 If you keyed the bar code the screen prompts you about printing the bar Print Bar Code code Do you wish to Print a tag Yes No Select yes or no Parentheses toggle between being displayed around Yes Print Bar Code Do you wish to and No as the arrow keys are pressed Print a tag Yes No If you selected yes the bar code label for the keyed bar code is printed The UE oxy Grin ewes Verify Bar Codes screen is again displayed Key to Print ALT Q to Quit Note If a scanner is connected to the Apex II but it cannot read the scanned bar code the LASER BEAM ON message is displayed on the LCD screen until the lt SCAN gt key or t
37. handheld computer Please use your arrow keys to select a menu choice 01 19 1996 15 22 45 Compsee 28 Apex 0698 Part 2 Apex trak Part 2 2 In LinkMaster use the arrow keys to select the Setup main menu option The Communications Port option is displayed below Apex Setup Quit Communications Port LinkMaster Utilities for the Apex II Ver 1 0 Compsee Inc 1995 lt c gt This program provides a list of utilities to assist in using the Apex iE handheld computer Please use your arrow keys to select a menu choice OLS 91996 3 Select the Communications Port option A status box below is displayed If your computer has more than one port a cursor is displayed at the port number on the screen Apex Setup Quit Communications Port Enter PC Communications Port 2 This program provide handheld computer Please use your arrow keys to select a menu choice QS Si WN 15 22 4 4 If necessary update the port number Then press the lt ENTER gt key on the PC The status box is removed Compsee 29 Apex 0698 Part 2 Apex trak Part 2 5 Use the arrow keys to select the File option The File options menu below is displayed File Apex Setup Quit Download Data File Retrieve Data File Download Program Download OS LinkMaster Utilities for the Apex II Ver 1 0 Compsee Inc 1995 lt c gt This program provides a list of utilities to assist in using the Apex II handheld computer Please use
38. hey are accessed For example when you set Physical Inventory Printer Options it does not affect the Asset Inventory Printer Options Compsee 22 Apex 0698 Part 2 Apex trak Part 2 Note When the printer option is turned on the Apex II asks the operator Do you wish to Print a Tag when the operator keys instead of scans certain fields and when the operator keys or scans a number that is not already in the data file The Apex II displays this prompt for the following fields during data collection procedures Asset Inventory Major Division Minor Division Item Number Item Track Destination Item Number Physical Inventory Location Item Number Perform the following procedure from the Set Options menu page 22 in the program whose printing options you wish to set 1 Press the lt P gt key The Printer Choice screen is displayed prompting you to select the printer you Printer Choice are using gt Renegade 9490 Transport P2242 2 Select the printer that is connected to your Apex II The Barcode Printing screen is displayed prompting you to turn Location Barcode Printing barcode tag printing on Yes or off No Location Tags Yes No If necessary press the arrow keys to place parentheses around Yes or No Parentheses toggle between being displayed around Yes and No as the arrow Barcode Printing keys are pressed Location Tags Yes No 3 Press lt ENTER gt The screen prompts you t
39. ields of a record by spaces or tabs Figure 3 3 illustrates a typical ASCII file for Physical Inventory Track Columns in the table and figure are shaded to make the ASCII file easy to read 0000000036827615 CABNITO1 030 19960106 09 01 0000000069182605 DEPTO651 007 19960107 OQe il 0000000031849051 CABNITO1 007 19960107 Os i 0000000036170518 CABNIT55 007 19960107 09a I 0000000003651948 CABNTTOT 007 19960107 Osi 0000000031958177 CABNITO1 007 19960107 Oe 0000000061908524 CABNITO8 007 19960107 Osi 00000000331 9HGEM CABNIT55 007 19960107 0931 O E o By ono her Figure 3 3 Typical ASCII File for Physical Inventory 4 GENERAL Apex II AND Apex Trak PROCEDURES The following paragraphs describe procedures that are not specific to one of the Inventory Tracking programs These procedures control the Apex I and guide the operator through the Apex Trak menus Power the Apex II On and Off When the Apex II is first turned on the Compsee Introduction is displayed The Compsee Introduction is described on page 20 If the Apex II is turned off in the middle of procedures the Apex II keeps your place in the program The screen displayed when the Apex H is turned off is displayed when the Apex II is turned on again Perform the following action to turn the Apex II on Press the red power on off button in the lower left corner of the Apex II Figure 2 4 Perform one of the following actions to turn the Apex II off From th
40. ies tools data or other items that can and are accounted for in an organization Tracking follows the course and progress of an item as it circulates through an organization Figure 2 1 Figure 2 2 and Figure 2 3 illustrate typical inventory and tracking processes Compsee 4 Apex 0698 Part 2 Apex trak Part 2 Assign Record Record Unique Division Numbers Numbers ren controlling Of Assets to Assets Asset Inventoried Affix Asset Tags to Record Transfer Check Assets descriptive Against Information Master Asset For Assets Inventory List Figure 2 1 Typical Asset Tracking Inventory Process Assign Numbers Record When Items and Tags To Items Are Restocked Record When Items Are Record When Items Are Issued Returned To Internal Customer From Internal Customer Figure 2 2 Typical Item Tracking System Record Item Control Numbers And Count For Each Item Record Location Of Inventory Transfer Inventory Check Inventory Data to PC Against Master List Figure 2 3 Typical Physical Inventory Procedure Compsee Apex 0698 Part 2 Apex trak Using Apex Trak In Item Tracking and Inventory Systems Apex Trak includes many features to streamline data entry into inventory and tracking systems With Apex Trak you can e Automatically electronically record the date and time each item was inventoried a data record was updated or the movement of an item was recorded e Use multiple portable data collection terminals to
41. isplay more of the list Field Settings With each press of the arrow keys the greater than symbol gt shifts down the list to indicate the selected field name tem Number gt Location Compsee 54 Apex 0698 Part 2 Apex trak Part 2 Field Settings Location gt Count When the end of the list has been reached the beginning of the list is again Field Settings displayed gt Item Number Location 4 When the field name to be changed is selected gt is in front of the name press lt ENTER gt A data entry screen is displayed for the selected data field name Field Settings Field Name Item Number_ 5 Use the lt BKSP gt key to delete unwanted characters The character to the left of the cursor is replaced by a blank each time the Field Settings lt BKSP gt key is pressed Field Name Bee 6 Type the desired field name Characters are displayed as entered If the field name uses the maximum allowed Field Settings 15 characters the next screen is automatically displayed Field Name EVIDENCE CTL NO Otherwise press lt ENTER gt If inventory data has been collected the screen displays a warning warning Warring Data Collected No Length Change Press any key _ If no data is in the Physical Inventory data file a data entry screen is displayed with Field Settings the selected data field s current length displayed Field Length 16 7 If you r
42. lowing procedure Transfer Data To a PC Via a Wedge Perform the following procedure from the Apex Trak main menu 1 Select A sset Invent I tem Track or P hysical Invent The associated menu is displayed Press lt T gt The Wedge Upload screen is displayed Refer to the Compsee QuickLink or Wedge Upload QuickReader Wedge Manual for procedures Waiting on Wedge A to Abort NOTES a Apex Trak transfers data to a wedge in blocks of records Whether data is transmitted automatically or manually the number of records transferred to the wedge in each block can be set using the Upload Options procedure described on page 24 b If data is transmitted automatically blocks of data are sent to the wedge automatically separated by pauses using the Upload Options procedure described on page 24 c If data is transmitted manually blocks of data are sent to the wedge when the operator is prompted to press any key on the Apex II and does so Compsee 27 Apex 0698 Part 2 Apex trak Part 2 Transfer Data To a PC Via a Communications Utility Program Other Than LinkMaster Perform the following procedure on the PC and the Apex II If necessary launch the communications utility to be used with Apex Trak Assure the communications utility is ready for data transfer Follow the procedures in the associated manual Check the setup of the communications utility program to assure that the computer port selected on the PC is the same p
43. n automatically advances to the introduction menu which explains how to EN gt SO re O ause navigate through the introduction to advance Press lt Q gt to display the main menu Track P hysical Invent 5 ASSET INVENTORY PROCEDURES Asset Inventory Procedures begin when you select lt A gt from the Apex Trak main menu page 16 e Press arrow keys to see more of the menu More of the menu is displayed with Z7 Asset Invent C ollect Data each press of the arrow keys V iew and Edit T ransfer Data Asset Invent e A menu option does NOT have to be displayed in order to select it Si pELOAS Q uit Perform the following action from the Asset Inventory menu to access the procedure you wish to perform Compsee 36 Apex 0698 Part 2 Apex trak Part 2 Press the first letter of the desired option and proceed to the location identified in the following table If You Press Proceed to This Key Page 37 Page 39 Page 40 Page 40 The following paragraph Quit To Main Menu Perform the following action after completing Asset Inventory procedures or to cancel Asset Inventory procedures before beginning them Press lt Q gt The Apex Trak main menu is displayed Collect Asset Inventory Data This procedure records the major physical or control division the minor division item number description remarks and condition for each item piece of equipment furniture appliance etc during inventory
44. n page 22 to set all options except field options Perform the following procedure to set the Name and length for Item Track data fields Note The length of a data field cannot be changed if Item Track data has been collected and is still in the data file 1 From the Item Track menu press lt O gt The Item Track options menu is displayed ZeeLten TRACK SES F ield Options P rinter Options U pload Options_ 2 Press lt F gt The screen displays a list of the current names of the Item Track data fields Field Settings The list does not fit on the screen gt Item Number Destination 3 Use the arrow keys to display more of the list With each press of the arrow keys the gt symbol shifts down the list to indicate Field Settings the selected field name tem Number gt Destination Compsee 47 Apex 0698 Part 2 Apex trak Part 2 Field Settings Destination gt Return Days Field Settings Return Days gt Movement Code When the end of the list has been reached the beginning of the list is again Field Settings displayed gt Item Number Destination 4 When the field name to be changed is selected gt is in front of the name press lt ENTER gt A data entry screen is displayed for the selected data field name Pied Settings Field Name Destination 5 Use the lt BKSP gt key to delete unwanted characters The character to the left of the cursor is replaced by a blank e
45. n programs you use the number of fields you use and the length of the fields The following tables give the capacity for each program installed in each size terminal 128 K Terminal 512 K Terminal Asset Inventory 400 Records Asset Inventory 3000 Records Item Track 1000 Records Item Track 9000 Records Physical Inventory 1000 Records Physical Inventory 9000 Records Asset Inventory 9000 Records Item Track 18000 Records Physical Inventory 18000 Records For example the tables show that if you are collecting only Item Track and Physical Inventory data on a 512 K terminal you can hold 9000 total records on the Apex II You would need to upload the data to a PC and erase the data on the Apex II before adding more data If you are collecting an equal amount of all three kinds of data on a 512 K terminal the data capacity would be about 7000 records the average of 3000 9000 and 9000 Compsee 9 Apex 0698 Part 2 Apex trak Part 2 Table 3 1 lists and describes Apex Trak procedures in alphabetical order The table also lists the page on which each procedure begins Table 3 1 Quick Reference To Apex Trak Procedures To Do This Procedure Proceed To Page Quit the Current Program Asset Inventory Item Track or Physical Inventory Read Bar Codes Reboot the Apex II 4 a 2 17 15 17 37 43 50 26 40 47 54 44 17 14 23 21 ary 6 6 s View the Amount of Free Memory View the Compsee Introduction
46. ng the lt I gt and lt J gt keys until the desired contrast is reached If the contrast is increased to the maximum the LCD screen is so dark that you cannot see the text as illustrated below PEPE EEE TE ee If the contrast is decreased to the maximum the text is so light that it becomes the same color as the background and you cannot see it Caution If you press the lt ALT gt key inadvertently the cursor is disabled and the lt I gt and lt J gt keys are enabled for increasing and decreasing screen contrast If the Apex II is on and the screen looks blank increase the contrast with the procedure above If the Apex II is on and the screen looks extremely dark as illustrated above decrease the contrast with the procedure above Compsee 15 Apex 0698 Part 2 Apex trak Part 2 Reboot the Apex II This procedure is rarely performed by operators and only when a problem cannot be mitigated in other ways The following procedure erases all data in the Apex II It may also erase the Apex Trak program Do not perform this procedure unless at least one of the following is true You are an experienced programmer and are familiar with parts 1 and 3 of this manual You are troubleshooting a problem and a software maintenance person tells you to reboot You do not need the data stored in the Apex II and you know how to reload Apex Trak or another executable program Perform the following action to reboot the Apex I
47. ns Item Destination Alpha Numeric Right justified Zero filled This field is used for destination when an item is Issued and the location during the Stock procedure When an item is returned Apex Trak automatically fills this Alpha Numeric Right justified Zero filled field with XXXXs to indicate the item is returned to the controlling department When data from the Item Track program is transferred to the PC using procedures starting on page 27 the file is named ITFILE Characters for each record are in strings Each record is separated by a carriage return Fields are padded with spaces to their defined length but are not separated from other fields of a record by spaces or tabs Return Days 3 1 Compsee 12 Apex 0698 Part 2 Apex trak Part 2 Figure 3 2 illustrates a typical ASCII file for Item Track Columns in the table and figure are shaded to make the ASCII file easy to read 36827615 DEPTO651 030 69182605 DEPTO651 007 31849051 XXXXXXXX 36170518 XXXXXXXX 03651948 XXXXXXXX SLY CABNITO1 61908524 CABNITO8 3319HGEM CABNIT55 19960105 12 31 19960105 LAs Sil 19960105 12a Sl 19900m LAE SA 19960105 WAS 32 19930105 12g SS ESOC ONO IZ 8 33 19960105 12 333 vn EE a EE DWH HA Figure 3 2 Typical ASCII File for Item Track Physical Inventory This program expedites the simple physical inventory process The operator goes to the physical storage locations for inventory office supplies documents tools
48. nventoried Apex II Physical Description Controls and Indicators Figure 2 4 illustrates and Table 2 1 describes the Apex II controls and indicators used in Apex Trak procedures The lt ALT gt key is used in combination with some of the other keys to perform special procedures described in Chapter 4 Only keys used with Apex Trak are described here Refer to Part 1 User s Manual for descriptions of how these keys are used when the Apex II is in other modes of operation Compsee 6 Apex 0698 Part 2 Apex trak Part 2 oo Apex5drw Figure 2 4 Apex II Without Scanner Controls and Indicators Table 2 1 Apex II Controls and Indicators Contrat General Function Indicator 1 Scanner Port Nine pin connector for scanning device On the model with the Apex II Scanner the factory installed scanner covers this port LCD Screen Displays data entered by operator and data sent to the operator from the Apex II programs 3 F1 F2 F3 F4 In the Compsee Introduction F1 pauses the screen and F4 advances to the next screen after it has Function Keys been paused F2 and F3 are not used in the Apex Trak factory installed programs 4 lt SCAN gt key Green in color When a scanner is attached to the Apex II turns on the scanning infrared beam 5 Keypad programs lt gt period On the numeric keypad Not used in the Apex Trak factory installed programs It can be defined key to be used as a decimal point lt SPC g
49. o delete unwanted characters and then key the desired number of seconds for the software to pause between automatically transmitting blocks of data to the wedge during transfer of data Characters are displayed as keyed Then press lt ENTER gt The first Wedge Parameters screen is again displayed The option you selected Wedge Parameters is still selected Auto Transmit Yes No 7 If all Wedge Parameter options are set as desired press lt ALT gt lt Q gt The settings are saved for the current program and the current program s Set Options menu is displayed Otherwise continue to Step 8 8 Navigate to the screen that displays the option you want to reset Select the desired option Then press lt ALT gt lt Q gt The settings are saved for the current program and the current program s Set Options menu is displayed Erase Data File This procedure deletes all the data in the current program It is usually performed only after data is successfully transferred to the PC Perform the following procedure from the Set Options menu page 22 Do not perform this procedure unless you have no need for the data in the current program s data file and want to erase it 1 Press the lt E gt key The Erase Data File screen is displayed Erase Data File Are you sure 2 Yes No 2 If necessary press the arrow keys to place parentheses around Yes or No Parentheses toggle between being displayed around Yes and
50. o turn Item barcode tag printing on Yes or off No Barcode Printing Item Tags Yes No 4 If necessary press the arrow keys to place parentheses around Yes or No Then press lt ENTER gt The Header 1 screen displays the first line of the header for the current Barcode Printing program Header 1 COMPSEE___ Compsee 23 Apex 0698 Part 2 Apex trak Part 2 5 Use the lt BKSP gt key to delete unwanted characters The character to the left of the cursor is replaced by a blank each time the lt BKSP gt key is pressed 6 Type line 1 of the tag header as you want it to print Characters are displayed as keyed If the header uses all 16 spaces the next screen is automatically displayed Otherwise press lt ENTER gt The Header 2 screen displays the second line of the header for the current program Barcode Printing Header Barcode Printing Header 1 YOUR COMPANY_ Barcode Printing Header Optional When the program encounters OPTIONAL a software routine is executed to print the Field Name associated with the printed bar code Refer to Table 3 2 Table 3 3 and Table 3 4 for names assigned to data fields when the Apex II is delivered 7 Use the lt BKSP gt key to delete unwanted characters Then type line 2 of the tag header as you want it to print Characters are displayed as typed If the new line 2 tag header used all 16 spaces the Set Options menu page 22 is displa
51. ompsee program _128K To Download the Apex Trak program perform the following procedure on the PC and the Apex II 1 Connect your Apex II terminal into your PC s serial port using the Compsee cable 0227001 356 Assure that cable coming from the Apex II is physically connected to the computer port selected on the PC LinkMaster program Page 29 describes the port selection procedure 2 Assure that the Apex II MODE is set at 5 3 Part 1 Section 2 of this manual describes the MODE keyboard command 3 Run the LinkMaster program on the PC If necessary install Linkmstr exe from the diskette you received with the Apex II To launch the LinkMaster program type LinkMstr at the DOS prompt or run the program from Windows The LinkMaster main menu is displayed 4 Use the arrow keys to select the File menu option Select the Download Program option Then press lt ENTER gt A dialog below prompts you to type the program file name File Apex Setup Quit Download Data File Retrieve Data File Download Program Download OS Enter File Name Please use your arrow keys to select a menu choice ih ie LENS ABE SZ eas Compsee 32 Apex 0698 Part 2 Apex trak Part 2 5 Type ApexTrak apx with no hyphen or space in the data entry field The field is not case sensitive 6 Press lt ENTER gt 7 A prompt asks if you want to save the program to flash instead of leaving it in RAM Note File Apex Setup Qui
52. ompsee 11 Apex 0698 Part 2 Apex trak Part 2 Item Track This program tracks the movement of items and creates an audit trail It is used with documents and other items that are stored in one location checked out to individuals or groups and returned to the storage location The operator scans or keys barcoded tracking tags physically attached to the items being tracked paper documents boxes of documents tape cassettes evidence tools returnable supplies or other items that are circulated within an organization In addition the operator keys the latest movement of the item issued to an appropriate team or individual destination returned to the team responsible for item tracking and control or returned to stock in a designated location The data is then uploaded to a host program to be used in an item tracking inventory database system As installed this program is straight forward easy to use and meets most data collection needs A computer programmer could modify Apex Trak to meet any item tracking requirements Table 3 3 lists and describes the Item Track data fields The operator enters data for all fields except the date and time stamps The Apex II Apex Trak program automatically enters the date and time as a record entry is completed The fields are user definable in name and length The Return Days field which is not required can be turned off by setting its length to zero Table 3 3 Item Track Data Field Descriptio
53. on page 27 to transfer Physical Inventory data to the PC Set Options When options are changed in Asset Inventory Item Track and Physical Inventory options are not affected Follow procedures beginning on page 22 to set all options except field options Perform the following procedure to set the Name and length for Asset Inventory data fields Note The length of a data field cannot be changed if Asset Inventory data has been collected and is still in the data file Compsee 40 Apex 0698 Part 2 Apex trak Part 2 1 From the Asset Inventory menu press lt O gt The Asset Inventory options menu is displayed Ree ee LAV eme SS F ield Options P rinter Options U pload Options_ 2 Press lt F gt The screen displays a list of the current names of the Asset Inventory data Field Settings fields The list does not fit on the screen gt Major Division Minor Division 3 Use the arrow keys to display more of the list With each press of the arrow keys the greater than symbol gt shifts down Field settings the list to indicate the selected field name Major Division gt Minor Division Field Settings Minor Division gt Item Number Field Settings tem Number gt Description Field Settings Description gt Remarks Field Settings Remarks sCondd tion When the end of the list has been reached the beginning of the list is again Field Settings displayed gt Major Division
54. ort that the cable coming from the Apex II is physically connected to From the Apex II Apex Trak main menu select A sset Invent I tem Track or P hysical Invent The associated menu is displayed Press lt T gt The RS 232 Upload screen is display ed prompting you to run LinkMaster or RS 232 Upload LinkMstr Run now another communications utility oo 3 er rgm Press Any Key Q uit Assure the communications utility is ready for data transfer Then press any key on the Apex II The Erase Data File screen is displayed Erase Data File Did ALL the Data Transfer 2 Yes No Leave the Erase Data File screen displayed for now Follow the procedures in the communications utility manual When you are sure the data successfully transferred the data to the PC and no longer need it on the Apex II select Yes on the Apex II Erase Data File screen Otherwise select no The data can be erased later using the procedure on page 26 Transfer Data To a PC Via LinkMaster Perform the following procedure on the PC and the Apex II 1 Run the LinkMaster program on the PC If necessary install Linkmstr exe To launch the LinkMaster program type LinkMstr at the DOS prompt or x 4 5 run the program from Windows The LinkMaster main menu below is displayed Apex Setup Quit LinkMaster Utilities for the Apex II Ver 1 0 Compsee Inc 1995 lt c gt This program provides a list of utilities to assist in using the Apex II
55. rigger on the scanning device is released View the Compsee Introduction Perform the following procedure from the Apex Trak main menu to view the COMPSEE Introduction to the Apex II displayed on the LCD screen 1 Press the lt C gt key The first screen in the introduction is displayed After a moment the next as ae j 3 screen is automatically displayed RODUCTION A screen displays directions for the introduction EEN FLOW to Pause to advance to cancel 2 Press lt F4 gt The program automatically displays the screens Note lt F4 gt advances the screen after it has been paused Pressing lt F4 gt during the introduction has no affect unless the screen has been paused by pressing lt F1 gt 3 When you are finished viewing the introduction press lt Q gt The Apex Trak main menu is displayed Compsee 20 Apex 0698 Part 2 Apex trak Part 2 Apex Trak General Procedures Three procedures are performed identically from Asset Inventory Item Track and Physical Inventory main menus e Quit the current inventory or tracking program and display the main menu e Set options e Transfer data from the Apex II to a PC Table 4 1 lists and describes the Apex Trak General Procedures Table 4 1 Apex Trak General Procedures General 7 2 Operation Description 1 Exits the main menu for the current program and displays the Apex II main menu Set options Set Field Printer Upload op
56. sed Auto Transmit Yes No Select Yes to automatically transmit data to the keyboard wedge during the transfer procedure beginning on page 27 Select No to manually transmit data to the keyboard wedge during the transfer procedure beginning on page 27 Then press lt ENTER gt A data entry screen is displayed The number of records to be transferred to the wedge Parameters wedge in each block of transmitted data can be set from this screen Records Block 1 5 If the currently set number is not correct Use the lt BKSP gt key to delete unwanted characters and then key the desired number of records per block Whether data is transmitted automatically or manually the number of records set on this screen will be sent in each block until all the data in the selected data file is sent Characters are displayed as keyed If data is transmitted automatically blocks of data are sent to the wedge automatically separated by pauses set in the following screen If data is transmitted manually blocks of data are sent to the wedge when the operator is prompted to press any key on the Apex II and does so After entering the desired number of records per block press lt ENTER gt A data entry screen is displayed The software only uses data entered on this Wedge Parameters screen if Yes is selected on the Auto Transmit screen Pause Time Compsee 25 Apex 0698 Part 2 Apex trak Part 2 6 Use the lt BKSP gt key t
57. set time Date and Time Enter New Time 15 53 45 3 Press the number keys for the correct time in 24 hour HH MM SS format Numbers are displayed as entered After you enter the hour the cursor skips Date and Time the colon and moves to the minutes then to seconds Enter New Time 23 53 45 If the time is correct press lt ENTER gt The Apex Trak main menu is displayed Compsee 18 Apex 0698 Part 2 Apex trak Part 2 View the Amount of Free Memory Perform the following procedure from the Apex Trak main menu to view the amount of free memory currently available for data collection on the Apex II 1 Press the lt F gt key The free memory screen is displayed 62389 Bytes Available Any Key Continue 2 If desired note the amount of free memory for future reference Then press any key The Apex Trak main menu is displayed Read Bar Codes The Apex II has the ability to scan bar codes and identify the bar code symbologies a EAN 8 g Plessey b EAN 13 h Code 11 c 30f9 i UPC A d 2of5 14 characters j UPC E e Codabar 5 characters f 128 During Asset Inventory Item Track and Physical Inventory procedures scanned bar codes are stored in one of three data files to be later transferred to a PC This procedure is used to simply read and verify a bar code number and symbology Note You cannot scan bar codes with the Apex II unless a scanning device is attached to it Perform the
58. ss Item Track page 43 Press the lt P gt key to access Physical Inventory page 49 Note The Physical Inventory program is the easiest to learn If you are a novice press lt P gt Physical Inventory procedures are described in Chapter 7 Navigating Through Apex Trak Menus and Options When navigating down the Apex Trak menus press the alpha key associated with your menu choice When navigating up the Apex Trak program e Press the lt Q gt key if a menu is currently displayed For example use lt Q gt to display the Apex Trak main menu when you are currently in the Asset Inventory main menu described on page 36 e Press the lt ALT gt key and then the lt Q gt key if a data entry or non menu option screen is currently displayed For example use lt ALT gt lt Q gt to display the Asset Inventory menu when the Data Collection screen described on page 37 is currently displayed If you press an invalid option the Apex II beeps When a menu is displayed press either one of the arrow keys to display more of the menu For example use the arrow keys to scroll through the main menu as described on page 16 When a non menu option screen is displayed press either one of the arrow keys to move the selection indication either a greater than symbol gt or parentheses to another option Compsee 17 Apex 0698 Part 2 Apex trak Part 2 Typical non menu option screens are displayed on pages 39 and 52 Using the lt ALT gt
59. t Download Data File Retrieve Data File Download Program Download OS Enter File Name ApexTrak apx This pr Save Program to Flash Y N handhel Send Run Command after download Y N Please use your arrow keys to select a menu choice Gila OG T5524 8 Unless you have been directed otherwise Select Y and press lt ENTER gt If you have ordered a custom program the file name may be different If necessary obtain the file name from appropriate personnel A prompt asks if you want to send the Run Command starting Apex Trak after the program has been downloaded 9 Unless you have been directed otherwise Select Y and press lt ENTER gt The download program checks the Apex II operating system If your operating system matches the operating system in the download program LinkMaster starts downloading the program as described on the following page If the download program has a later version of the Apex II operating system it downloads the new operating system OS Processing messages and indications are displayed on the PC Compsee Establishing communications please wait Sending Immediate Command to Apex Current version in Apex v1 02 Updating Apex operating system v1 02 with disk 1 19a Apex 0698 Part 2 Apex trak 33 Part 2 A message is displayed on the Apex II while the new operating system is being Loading OS downloaded After checking the operating system the download program
60. t Key On the numeric keypad Functions like the Spacebar on a typewriter or PC Numeric Used for keypad entry of numeric data 0 9 and responses to prompts from the Apex II Compsee 7 Apex 0698 Part 2 Apex trak Part 2 Poets General Function Indicator lt ENTER gt Green in color Used to accept keypad entry as input into the Apex Trak programs Key Arrow Keys When pressed scroll through option menus that are too long to display completely at one time on the LCD screen 10 Alpha Keypad Used for keypad entry of data A Z and responses to prompts from the Apex II programs 11 lt ALT gt Key By itself enables or disables the cursor Used in conjunction with other keys to perform some functions see Chapter 4 12 lt BKSP gt Key Functions like the Backspace key on a typewriter or PC 13 Power On Off Red in color Used to turn the Apex II on and off Button 14 RS 232 Port RJ 10 phone connector for cable connecting the Apex II to the PC Apex Trak Main Menus Procedures from the menus shown on this page are described in Chapters 3 through 7 Apex Trak s main menu contains eight options Figure 2 5 e The main menu is longer than the LCD screen e The operator presses the A arrow keys to display ee Memory ead Bar Codes more of the menu Figure 2 5 Apex Trak Main Menu When the operator selects one of the first three main menu options the associated submenu is displayed Pressing
61. ting options are turned on and you scan a number Print Barcode that is not already in the database or key a number a prompt is displayed Do you wish to Print a Tag Yes No After you select yes or no the procedure continues as above View And Edit Inventory Data This procedure displays an item number that has already been entered and its description remarks and condition The description remarks and condition fields may be edited Since the Item Number is unique it cannot be edited once it has been entered 1 From the Asset Inventory menu press lt V gt The View and Edit screen prompts you to enter the desired Item Number View sand Eat Key or Scan the Item Number 2 Key or scan the number for the item to be viewed Characters are displayed as entered If the location uses 8 characters the next View and Edit screen is automatically displayed Key or Scan the Item Number 71539786 Otherwise press lt ENTER gt The screen displays a list of the current names of the Item Track data fields View and Edit The list does not fit on the screen Select Field gt Description Computer 3 Use the arrow keys to display more of the list With each press of the arrow keys the gt symbol shifts down the list to indicate view and Edit the selected field name or field data Set Cea rere Description gt Computer Field data is listed below the field name View and Pait Select Field Computer gt
62. tion of inventory is unimportant to you then turn off the location field by following the procedure beginning on page 54 The following procedure is for when the location field is set to zero and the printer options are turned off In this example the Apex II does not prompt you for the location number Otherwise the procedure is identical to the one described above 1 From the Physical Inventory menu press lt C gt The screen prompts you for the first item number Data Collection Key or Scan the Item Number 2 Key or scan the number printed on the control tag of one of the items to be inventoried Characters are displayed as entered If the item number uses 16 characters the Pata Collection next screen is automatically displayed Wey con scan the Item Number A T29 HD 19 6 Compsee 51 Apex 0698 Part 2 Apex trak Part 2 Otherwise press lt ENTER gt The screen prompts you for the count of the item you entered Data Collection Key or Scan the Count 3 Count the number of pieces of this item that are in stock Then key the number The Apex II allows you to enter a zero in this field if you are out of stock Numbers are displayed as entered If the count uses 3 characters the next Bare Selle seen screen is automatically displayed Kev Oe 2 ian ke Count 8 Otherwise press lt ENTER gt The screen prompts you for the next item number Data Collection Key or Scan the Item Number 4
63. tions erase data or return to the current program s main menu Field Changes field name If no data has been collected in the current program the field length may Options also be changed Printer Changes settings to print not print location tags print not print item tags and edit the tag headers Options for the current program Upload Change settings to transfer data via RS 232 directly to the PC or RS 232 via a keyboard wedge Options Deletes all the data in the current program Usually performed after a successful upload File Exits the options menu and displays the main menu for the current program Transfer data Transfers data to the PC in one of three ways a With the Compsee LinkMaster Program b With another communications utility program such as ProComm c With Compsee keyboard wedges Quit the Current Program Perform this action from the Asset Inventory AJ Item Track IT or Physical Inventory PI main menus shown below Each of these menus is longer than the LCD screen You can quit whether the Q uit option is displayed or not Press lt Q gt Teo Pee DE A sset Invent The Apex II main menu is displayed reem Track P hysical Invent Compsee 21 Apex 0698 Part 2 Apex trak Part 2 Set Options The Set Options procedures are performed from all three Apex Trak programs All except one of the Set Options procedures are identical The Field option procedure involves slightly different screens d
64. tomatically displayed Field Length 9 Otherwise press lt ENTER gt The beginning Field Settings screen is displayed again See Step 2 This time Field Settings the new field name is displayed in capital letters gt BUILDING Minor Division 9 If desired repeat Steps 2 through 8 to update additional field data Otherwise continue to Step 10 10 Press lt ALT gt lt Q gt The Asset Inventory Set Options menu is displayed Same mn Tr ackons F ield Options P rinter Options U pload Options Compsee 42 Apex 0698 Part 2 Apex trak Part 2 6 ITEM TRACK PROCEDURES Item Track Procedures begin when you select lt I gt from the Apex Trak main menu page 16 e Press the arrow keys to see more of the menu More of the menu is displayed Item Track I ssue with each press of the arrow keys R eturn S tock e A menu option does NOT have to be displayed in order to select it En Tiackan T ransfer Data O ptions OLE In Item Track data collection consists of recording the following events a Issuing an item page 44 b Returning an Item page 45 c Stocking an Item page 46 Perform the following action from the Item Track menu to access the procedure you wish to perform Press the first letter of the desired option and proceed to the location identified in the following table If You Press Proceed to This Key Page 44 Page 45 Page 46 Page 47 Page 47 The following paragraph
65. yed 8 If necessary press lt ENTER gt The Set Options menu page 22 is displayed Note If the header in Step 6 is set to something other than OPTIONAL identical headers are printed each time you print a bar code while in the current program For example in Asset Inventory the Major Division Minor Division and Item Number would each have identical headers Upload Options This procedure is performed to change settings to transfer data from the Apex II to the PC from an RS 232 cable directly to the PC or from an RS 232 cable via a keyboard wedge Perform the following procedure from the Set Options menu page 22 1 Press the lt U gt key The Data Upload screen is displayed Compsee Apex 0698 Part 2 Apex trak Data Upload Host Connection RS 232 Wedge_ 24 Part 2 2 If necessary press the arrow keys to place parentheses around RS 232 or Wedge Parentheses toggle between being displayed around Yes and No as the arrow Data Upload keys are pressed Host Connection RS 232 Wedge _ 3 Press lt ENTER gt If RS 232 is selected the Set Options menu page 22 is displayed and this procedure is complete If you select the Wedge option the Wedge Parameters screen is displayed Wedge Parameters Auto Transmit Yes No 4 If necessary press the arrow keys to select Yes or No Parentheses toggle between being displayed around Yes and No as the arrow Wie g C Rae ae STS keys are pres
66. yed NOTES Compsee 45 Apex 0698 Part 2 Apex trak Part 2 a In Step 2 if you enter a number that is already in the database and is identified as returned in the database a message is displayed Already Returned Press any key b In Step 2 if the printing options are turned on and you enter a number that is Print Barcode not already in the database a prompt is displayed Dig y oia WAS Ay tO a Tag Print Yes No After you select yes or no the procedure continues as above Stock Item This procedure records the item number stock location and a movement code of S for each item tool merchandise etc being tracked If you are not using a printer turn the printing options off see page 23 If you are using a printer and want to print bar codes for item numbers turn these options on see page 23 Otherwise turn the printing options off The following procedure is for when the printing options see page 23 are turned off 1 From the Item Track menu press lt S gt ReStock Key or The ReStock screen prompts you for the Item Number Scan the Item Number 2 Key or scan the number printed on the tag of the item being stocked or restocked Characters are displayed as entered If the item number uses 8 characters the next screen is automatically displayed Otherwise press lt ENTER gt The screen prompts you for the stock location where the item is being put away 3 K
67. your arrow keys to select a menu choice OES 96 1572245 6 From the Apex II Apex Trak main menu select A sset Invent I tem Track or P hysical Invent The associated menu is displayed Press lt T gt The RS 232 Upload screen is displayed prompting you to run LinkMaster or Se RSS 2320p Load LinkMstr Run now press any key Other Prgm Press Any Key Q uit 7 Use the down arrow key to select Retrieve Data File The Retrieve Data File option is highlighted File Apex Setup Quit Download Data File Retrieve Data File Download Program Download OS This program provides a list of utilities to assist in using the Apex II handheld computer Please use your arrow keys to select a menu choice Oa Aes 216 153745745 Compsee 30 Apex 0698 Part 2 Apex trak Part 2 8 Press lt Enter gt on the PC keyboard A dialog is displayed prompting you to type the desired data file name via the PC keyboard File Apex Setup Quit Download Data File Retrieve Data File Download Program Download OS Enter File Name This program prov handheld computer Please use your a QL TION 9 Type one of the three following filenames depending on which data file you are transferring AIFILE To upload Asset Inventory data ITFILE To upload Item Track data PIFILE To upload Physical Inventory data 10 Press lt ENTER gt on the PC keyboard The data is retrieved from the Apex II and an ASCI

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