BarCode Reader File Importer User Manual
Contents
1. C fi D 192 168 1 79 o0penbravo IsAjaxCall 18 ignoreForSessionTimeout 18 _action org openbravo client application AlertActionHandler 9 7Bst 1 0m 5B 7Bviewl Y de DH Application A Alerts 1 Help Openbravo FIBS Spenbrave Workspace _ Physical Inventory 27 02 201 C E 0 SE Success Y BarCode Reader File imported successfully Organization Movement Date Name Warehouse F amp B US West Coast v 27 02 2014 27 02 2014 US West coast v Description m gt Dimensions gt Audit gt Notes gt Linked Items gt Attachments LY Lines Accounting v v v v F Line No Product Attribute Set Value Quantity count UOM Storage Bin Description Book Quantity Quanti H 6 10 Plain Water 37 Liter WC 1 0 0 178 503 E 4 20 Cherry Cola 6 Unit WC 1 0 0 482 492 E 4 30 Energy Drink 7 Unit WC 1 0 0 397 260 E a 40 Lemonade 35 Unit WC 1 0 0 370 300 la m lo Figure 8 Import BC File process finished successfully The Import BC File process pre processes the imported file grouping all lines of the same product in a unique physical inventory line Automatically generated information included on lines is Line No incremental number Product the product identified by the UPC EAN UOM the UOM of the product Storage Bin the default Storage Bin of the warehouse Quantity count that is the actual physically counted product stock in the Storage2. pentix Open Technology Consulting Ot OPeNbravo _ erp BarCode Reader File Importer User Manual a Opentix openbraso Open Technology Consulting Certified Partner P gina 1 de 12 C Joaqu n Febrer Carb 15 12003 Castell n 964038218 info opentix es WwWW opentix es pentix Open Technology Consulting 1 Introduction The BarCode Reader File Importer module provides needed functionality to import files from barcode readers to create physical inventories goods receipts and shipments Furthermore it allows you to configure virtually any BarCode Reader file format The module includes some file format configurations J Openbravo Module man x CA D 192 168 1 79 openbravo 7 Bst 1 bm 5B 7 Bviewld __OBMyOpenbravolmplementation__ params 7 BmyOB true canClose false tabTitle _Workspace__ 7DS t se DDI Application Alerts 0 Help Openbravo B yOUFCOMPANY Spenbravo 2 Workspace _ Module Management Installed Modules Add Modules installation History Settings Select All None 4 Y BarCode Reader File Importer 1 0 0 English USA BA Core 3 0 21782 English USA s Openbravo 3 0 3 0 21782 English USA Description Name BarCode Reader File Importer Version This module allows to import files from barcode readers to create physical inventories goods receipts and shipments 3 This module provides needed f
3. 7 Bst 1 bm 5B 7 Bviewld _OBMyOpenbravolmplementation__ params 7 BmyOB true canClose false tabTitle _Workspace_ 7D Y te DDL Application A Alerts 1 Help Openbravo B gt FB9 Spenbrave Organization Reference data rence data Select All None 4 EY BarCode Reader File Importer 1 0 0 English USA Description Name BarCode Reader File Importer Version 1 0 0 Description The module includes some BarCode Reader file format configurations This module provides needed functionality to import files from barcode readers to create physical E Help inventories goods receipts and shipments Furthermore it allows to configure virtually any BarCode Reader file format Figure 2 Enterprise Module Management After importing the reference data some bar code reader file format configurations must appear in the BarCode Reader File Formats window General Setup Data menu as shown in the following snapshot Figure 3 e gt C D 192 168 1 79 openbravo 7 Bst 1 bm 5B 7 Bviewld _OBMyOpenbravolmplementation_ params 7 BmyOB true canClose false tabTitle _Workspace__ 7 D t y Openbravo BarCode Res x de Poy Application A Alerts 1 Help Openbravo B FB9 Spenbravo BarCode Reader File Formats c amp v Active Search Key a Name Description Default Es A Yes FFOO1 Metrologic Optimus S File Format Yes e Yes FF002 BarCode Only File Format N
4. created automatically by using the mport BC File process these lines if needed can later on be updated manually gt http en wikipedia org wiki FIFO Pagina 9 de 12 C Joaqu n Febrer Carbo 15 12003 Castellon 964038218 info opentix es www opentix es pentix Open Technology Consulting 6 Creating Goods Shipment A Goods Shipment is a document issued to register the specifics of items sent to a customer i e it is a document used to acknowledge the physical extraction of items from the warehouse The goods shipment document and its operation are very similar to a goods receipt but applied to sales Once more the first step to create a goods shipment is to fulfill its header section see Figure 12 that identifies the document and lists main terms and conditions related to the customer delivery that apply to all products included in its lines Once the header has been saved the BarCode Reader File Importer module incorporates a new automatic way of entering goods shipment lines creating them based on the information contained in the imported bar code reader output file As in the case of physical inventories and goods receipts this process is launched by the Import BC File button see Figure 12 To Openbravo Goods Shipr x Y x gt CGC fi D 192 168 1 79 openbravo 7 Bst 1 bm 5B 7 Bviewld _OBMyOpenbravolmplementation__ params 7 BmyOB true canClose false tabTitle _Work
5. 148 Prince St Newark NJ 07103 v 27 02 2014 27 02 2014 Purchase Order Order Reference Description wv Dimensions B Lines Accounting 4 v v v v F Line No Product Attribute Set Value Movement Quantity UOM Storage Bin T e 10 Plain Water 37 Liter WC 1 0 0 a 20 Cherry Cola 6 Unit WcC 1 0 0 a 30 Energy Drink 7 Unit WC 1 0 0 E 2 40 Lemonade 35 Unit WC 1 0 0 Figure 11 Import BC File process finished successfully The Import BC File process pre processes the imported file grouping all lines of the same product in a unique goods receipt line However if the Associate with Orders FIFO checkbox is checked the process try to associate the new goods receipt lines with pending order lines using a FIFO First In First Out policy When the association is configured the process looks for pending purchase order lines for the same product and the same business partner and assigns the received quantity starting from the oldest lines In this case for each product the result is one or more goods receipt lines associated with pending purchase order lines if exist Furthermore if all goods receipt lines have been associated with order lines of the same order the goods receipt is associated with the corresponding purchase order The Import BC File process can be executed more than once for the same goods receipt importing different bar code reader files to compose one goods receipt Although lines are
6. Bin of the warehouse It is the quantity specified in the imported file Book Quantity that is the theoretical product stock in the Storage Bin Cost that is the unit cost of the product The module automatically uses the current price of the purchase pricelist The Import BC File process can be executed more than once for the same physical inventory importing different bar code reader files to compose one physical inventory Although lines are created automatically by using the Import BC File process these lines if needed can later on be updated manually 5 Creating Goods Receipts A Goods Receipt is a document issued to acknowledge the receipt of the items listed in it i e it is a document used to register the specifics of items physically received in the warehouse http wiki openbravo com wiki Goods Receipt Pagina 7 de 12 C Joaquin Febrer Carbo 15 12003 Castellon 964038218 info opentix es WwWW opentix es pentix Open Technology Consulting Again the first step to create a goods receipt is to fulfill its header section see Figure 9 that identifies the document and lists its main parameters Once the header has been saved the BarCode Reader File Importer module incorporates a new automatic way of entering lines creating them based on the information contained in the imported bar code reader output file As in the case of physical inventories this process is launched by the Import BC File button
7. anization Movement Date Name Warehouse F amp B US West Coast v 27 02 2014 27 02 2014 US West coast z Description gt Dimensions gt Audit gt Notes gt Linked Items gt Attachments Lines Accounting ne v v v Line No Product Attribute Set Value Quantity count UOM Storage Bin Description Book Quantity Quanti No records yet Create One Figure 6 Physical Inventory header amp Import BC File button When the Import BC File button is pressed a new dialog appears see Figure 7 requesting information used by the process The Import BarCode Reader File dialog has the following parameters x D about blank openbravo Import BarCode Reader File BarCode Reader File Seleccionar archivo outputFile te File Format Metrologic Optimus File Format Figure 7 Import BarCode Reader File dialog BarCode Reader File allows to select the file obtained from the bar code reader File Format choose the file format of the selected file from the ones defined in the BarCode Reader File Formats window see Section 2 3 Initially the Default file format is selected By pressing the OK button the process is launched and the physical inventory lines are created see Figure 8 P gina 6 de 12 C Joaqu n Febrer Carb 15 12003 Castell n 964038218 info opentix es WwWW opentix es pentix Open Technology Consulting J O opentravo Physicalinvo x
8. character Each bar code reader can define its own file format and it should be configured to be supported by the module processes To create new configurations you should consider the following fields see Figure 5 y 5 Openbravo BarCode Ree x W C fi D 192 168 1 79 openbravo 7 Bst 1 bm 5B 7 Bviewld __OBMyOpenbravolmplementation__ params 7 BmyOB true canClose false tabTitle _Workspace_ 7D v7 se Dl Application A Alerts 1 Help Openbravo gt EIB Spenbrave gt gt BarCode Reader File Formats Organization Search Key Name Y Active FF003 Standard File Format Split Character Position for UPC EAN Position for Quantity 0 1 Default Use Fixed Quantity Audit gt Notes gt Linked Items gt Attachments Figure 5 New format configuration in BarCode Reader File Formats window Organization An organization is a unit of your client or legal entity Through the Organization you can control the availability of the file format in the system htto en wikipedia ore wiki Universal Product Code Pagina 4 de 12 C Joaqu n Febrer Carbo 15 12003 Castellon 964038218 info opentix es www opentix es pentix Openbravo opening ERP s future Open Technology Consulting Active There are two methods of making file formats unavailable in the system One is to delete the record the other is to de activa
9. entory allows to execute goods count process in Openbravo Goods count process requires to create an inventory count to check or to update stock quantities The first step to create a Physical Inventory is to fulfill its header section see Figure 6 that identifies the process and lists its main parameters Once the header has been saved originally there are 2 ways of entering lines into the physical inventory document Manually line by line for certain products Creating automatically a list of products available in the warehouse defined in the header section that fulfills the filtering conditions specified by the Create Inventory Count List button And then editing manually each line to complete its Quantity Count field value The BarCode Reader File Importer module incorporates a new totally automatic way of entering lines creating them based on the information contained in the imported bar code reader output file This process is launched by the Import BC File button see Figure 6 gt http wiki openbravo com wiki Physical Inventor P gina 5 de 12 C Joaquin Febrer Carb 15 12003 Castellon 964038218 info opentix es www opentix es pentix Open Technology Consulting To Openbravo Physical Inve x te Do Application A Alerts 1 Help Openbravo B gt FB Spenbravor gt Workspace _ Physical Inventory 27 02 201 oneco PRS Pee PA AAA Ec Y Saved Org
10. er File dialog BarCode Reader File allows to select the file obtained from the bar code reader P gina 8 de 12 C Joaqu n Febrer Carb 15 12003 Castell n 964038218 info opentix es WwWW opentix es Ejpen ux Open Technology Consulting File Format choose the file format of the selected file from the ones defined in the BarCode Reader File Formats window see Section 2 3 Initially the Default file format is selected Associate with Orders FIFO this checkbox indicates if the process should try to associate the goods receipt lines with pending orders lines explained with detail later in this section By pressing the OK button the process is launched and the goods receipt lines are created see Figure 11 J O Opentravo Goods rece x TAS gt A D 192 168 1 79 openbravo IsAjaxCall 1 amp ignoreForSessionTimeout 1 amp _action org openbravo client application AlertActionHandler 7 Bst 1 bm 5B 7Bview l Y7 te Po Application A Alerts 1 Help Openbravo B FYIBY Spenbravo Goods Receipt 10000183 27 _ OWC 068 INE Pee ESA Bee Success x Y BarCode Reader File imported successfully p E Document Status Draft Organization A Document No Document Type 7 Warehouse F amp B US West Coast 10000183 MM Receipt v US West coast Business Partner 7 Partner Address Movement Date Accounting Date Happy Drinks Inc v Q
11. im to locate and troubleshoot problems P gina 12 de 12 C Joaqu n Febrer Carb 15 12003 Castell n 964038218 info opentix es WwWW opentix es
12. o d Yes FF003 Standard File Format No 3 Creating new Bar Code Reader file format configurations Bar code reader file formats are managed through the BarCode Reader File Formats window General Setup Data menu as shown in Figure 3 This section describes how to set up new file formats individually P gina 3 de 12 C Joaqu n Febrer Carb 15 12003 Castell n 964038218 info opentix es www opentix es Ejpen X openbravo opening ERPs future Open Technology Consulting n Before you can configure new file formats you must know the output format of your bar code reader Typically this is a text file containing lines with different fields separated by a specific character Next figure Figure 4 shows two examples of output formats OSL ZO OA a SL ADS DL SS SS A Lass 2 16 8430038974341 2 MOL o ALONG 210 2S 4007817104620 32 8430038974341 30 SSVGSOLO ST SIO Oil 2013 12 02 15 SILOS ST Slo Ol 20s 2 04 a SSIOQVOLO SIs 2 DA AOS 2 Oa IS SS IOQ0IWS 1327 Wile 20S 12704 1 9 SS IOUS O Ole 20s 12 04 15 se 99501037208 0 O 12 04 io Figure 4 Output file format examples As you can see in the first example each line contains two fields the bar code information UPC EAN and the quantity of products You can also see that both fields are separated by the character Lines in second example contain bar code information quantity date and hour all of them separated by the
13. pending sales order lines using a FIFO policy The association works the same way as in the goods receipt case but applied to sales orders the process looks for pending sales order lines for the same product and the same business partner and assigns the delivered product quantity starting from the oldest lines In this case for each product the result is one or more goods shipment lines associated with pending sales order lines if exist Furthermore if all goods shipment lines have been associated with order lines of the same order the goods shipment is associated with the corresponding sales order The Import BC File process can be executed more than once for the same goods shipment importing different bar code reader files to compose one goods shipment Although lines are created automatically by using the Import BC File process these lines if needed can later on be updated manually 7 General Considerations The BarCode Reader File Importer module has been designed and implemented to be fail safe The Import BC File process performs different checks when creating physical inventories goods receipts and shipments For example it ensures that exist at least one valid bar code reader file format configuration to be used by the process It controls that the imported file is valid and P gina 11 de 12 C Joaqu n Febrer Carb 15 12003 Castell n 964038218 info opentix es WWwWW opentix es pentix Open Technology Con
14. pentix Open Technology Consulting ALA O O CANO 192 168 1 79 openbravo 7 Bst 1 bm 5B 7 Bviewld __OBMyOpenbravolmplementation_ params 7BmyOB true canClose false tabTitle _Workspace__ 7DS r se Do Application A Alerts 1 Help Openbravo gt FEHBA Spenbravo 2 Goods Shipment 1000156 28 Tce o MEM Y Success BarCode Reader File imported successfully Document Status Draft Invoice Status 0 lt gt E xX Organization A Document Type Document No Warehouse A F amp B US West Coast MM Shipment v 1000156 Espa a Regi n Norte Q Business Partner Partner Address Description Moon Light Restaurants Co v a 1135 Maple Ave Los Angeles CA 90015 v Movement Date Delivery Location 28 02 2014 X gt More Information w Dimensions pro CUD Lines 10 37 1000156 28 Accounting 1 Z v v v v F Line No Product Attribute Set Value Movement Quantity UOM Storage Bin a e 10 Plain Water 37 Liter RN 2 0 0 DB 20 Cherry Cola 6 Unit RN 2 0 0 5 4 30 Energy Drink 7 Unit RN 2 0 0 plas ES 40 Lemonade 32 Unit RN 2 0 0 Figure 13 Import BC File process finished successfully The Import BC File process pre processes the imported file grouping all lines of the same product in a unique goods shipment line However if the Associate with Orders FIFO checkbox is checked the process try to associate the new goods receipt lines with
15. see Figure 9 To Openbravo Goods Recei x Y x gt CGC A D 192 168 1 79 openbravo IsAjaxCall 1 amp ignoreForSessionTimeout 1 amp _action org openbravo client application AlertActionHandler 7 Bst 1 bm 5B 7Bview l Y7 se DH Application A Alerts 1 Help Openbravo gt EIB SpenbraveeF Goods Receipt 10000183 27 _ ole 08 Y Saved Document Status Draft Organization a Document No Document Type Warehouse 7 al F amp B US West Coast 10000183 MM Receipt v US West coast v Q Business Partner A Partner Address 7 Movement Date Accounting Date Happy Drinks Inc v a 148 Prince St Newark NJ 07103 z 27 02 2014 27 02 2014 Purchase Order Order Reference Description wv Dimensions Project 3 Lines Accounting v v v v E Line No Product Attribute Set Value Movement Quantity UOM Storage Bin No records yet Create One Figure 9 Goods Receipt header amp Import BC File button When the Import BC File button is pressed a new dialog appears see Figure 10 requesting information used by the process In the case of goods receipt the Import BarCode Reader File dialog has the following parameters x D about blank Spenbravo Import BarCode Reader File BarCode Reader File Seleccionar archivo outputFile bd File Format Metrologic Optimus S File Format Associate with Orders FIFO Y Figure 10 Import BarCode Read
16. space_ 7D Y de PH Application A Alerts 1 Help Openbravo FB9 Spenbravo 2 Goods Shipment 1000156 28 _ OTe 0 PANE Y Saved Document Status Draft Invoice Status 0 y e Organization A Document Type Document No Warehouse 7 HA F amp B US West Coast MM Shipment v 1000156 Espa a Regi n Norte Q Business Partner Partner Address Description Moon Light Restaurants Co Q 1135 Maple Ave Los Angeles CA 90015 v 2 Movement Date Delivery Location 28 02 2014 X gt More Information wv Dimensions Project Q Lines Accounting v v v v T Line No Product Attribute Set Value Movement Quantity UOM Storage Bin No records yet Create One Figure 12 Goods Shipment header amp Import BC File button When the Import BC File button is pressed a new dialog appears see Figure 10 requesting information used by the process In the case of goods shipment the Import BarCode Reader File dialog and its parameters are exactly equal to that of goods receipt see Section 5 By pressing the OK button of the Import BarCode Reader File dialog the process is launched and the goods shipment lines are created see Figure 13 Lines list each product to be delivered and its characteristics htto wiki openbravo com wiki Goods Shipment Pagina 10 de 12 C Joaquin Febrer Carbo 15 12003 Castellon 964038218 info opentix es WwWW opentix es amp
17. sulting corresponds to the selected format Or when the imported file contains an UPC EAN not registered in the system the process stops and alerts the user see Figure 14 J O Opentravo Goods Sine x TAS gt GC fi D 192 168 1 79 openbravo IsAjaxCall 18 gnoreForSessionTimeout 18 action org openbravo clientapplication AlertActionHandler 7Bst 1 0m 5B 7Bviewl Y7 se v Application A Alerts 1 Help Openbravo B gt FEHBA Spenbravo gt Workspace _ Goods Shipment 1000156 28 wCRO0S PRE Pee ESA Moo Lx Error There is no product with the EAN 95120302013 o px 1 v v Y e Organization Document No a Business Partner ol Partner a PP Date Warehouse A e Invoice Status 9 F amp B US West Coast 1000156 Moon Light Restaurants Co 1135 Maple Ave Los Angeles CA 28 02 2014 Espa a Regi n Norte Draft 0 Lines Accounting 6 x x y E Line No Product Attribute Set Value Movement Quantity UOM Storage Bin DB 10 Plain Water 37 Liter RN 2 0 0 E Ed 20 Cherry Cola 6 Unit RN 2 0 0 F d 30 Energy Drink 7 Unit RN 2 0 0 El e 40 Lemonade 32 Unit RN 2 0 0 DB 2 50 Plain Water 37 Liter RN 2 0 0 DB 4 60 Cherry Cola 6 Unit RN 2 0 0 Figure 14 Error example The processes contained in the module perform different checks to prevent all possible erroneous situations and provides the user with descriptive error messages see Figure 14 that allow h
18. te the record A de activated record is not available for selection but available for reporting Search Key or short name which helps to easily find and identify the file format Name A more descriptive identifier of the file format that is used as a default search option along with the search key that is unique and mostly shorter It is up to 60 characters in length Description A description is limited to 255 characters Split Character Sets up the specific character that separates the fields contained by the lines For the examples shown in Figure 4 this character should be and respectively Position for UPC EAN Defines the position of the field that contains the bar code information inside a line Position for Quantity Defines the position of the field that contains the quantity information inside a line Default This checkbox indicates if this file format will be used as the default value Use Fixed Quantity Some file formats may not contain information about the quantity but only contain bar code information This checkbox indicates if a fixed quantity will be used disabling the Position for Quantity field and enabling the Fixed Quantity field Fixed Quantity The quantity of products that represents each line of the file The BarCode Reader File Formats window and its fields allow you to configure virtually any bar code reader file format 4 Creating a Physical Inventory A Physical Inv
19. unctionality to import files from barcode readers to create physical Help inventories goods receipts and shipments Furthermore it allows to configure virtually any BarCode Description Figure 1 BarCode Reader File Importer module installed After the installation of the BarCode Reader File Importer module see snapshot in Figure 1 a first step can be install the included file format configurations and or create new ones These actions will be explained in Sections 2 and 3 respectively Once the file formats have been configured you can import files from your barcode reader to create the lines of physical inventories see Section 4 goods receipts see Section 5 and shipments see Section 6 2 Installing the included BarCode Reader file format configurations To install the included bar code reader file format configurations as usual you need to import these reference data through the Enterprise module management window General Setup Enterprise Model menu selecting the desired Organization and the BarCode Reader File Importer dataset see snapshot in Figure 2 1 http centralrepository openbravo com heartbeat server org openbravo forge ui ForgeModuleDetail BarCode Reader File Importer P gina 2 de 12 C Joaquin Febrer Carb 15 12003 Castell n 964038218 info opentix es www opentix es amp pentix Open Technology Consulting f O Opentravo ereere m Cf E 192 168 1 79 openbravo
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