Acctivate Mobile Warehouse Management Software for Windows Mobile

Acctivate Mobile Warehouse Management Software (WMS) is an application used to perform warehouse management functions.

Important

The information below applies to the Windows Mobile operating system which is no longer supported by Microsoft.

It is strongly recommended that you switch to an operating system and device supported by Acctivate. Review the System Requirements for more information.

Warning

Acctivate no longer recommends running Acctivate Mobile WMS on devices using Windows Mobile operating systems.

Refer to the System Requirements for supported operating systems and devices.

System Requirements

In addition to the Acctivate System Requirements, the system requirements for the Windows Mobile handheld device that will run Acctivate Mobile WMS include

  • One of the following operating systems:
    • Microsoft™ Windows Mobile® 2003
    • Windows Mobile 5
    • Windows Mobile 6
    • Windows Mobile 6.1 Professional
    • Windows Mobile 6.5 Professional
    • Windows Embedded Handheld 6.5
  • A minimum of 64MB RAM
  • Wireless internet connectivity – WiFi (recommended) or Cellular
  • Marvell XScale processor (formerly Intel XScale)
  • Touch sensitive screen or trackball

Optional Requirements
Acctivate Mobile WMS does not require that the handheld device have a barcode scanner, but if you wish to scan barcodes, the following scanners are supported:

  • Motorola (Symbol) built-in barcode scanners supported by the EMDK for .NET v2.5 + Update1
  • Intermec built-in barcode scanners/imagers
  • Socket SDIO or Bluetooth barcode scanner
  • Janam built-in barcode scanner in XG100 or XG105 device
  • Honeywell built-in barcode scanner in the Dolphin 7800 series, 99EX or 99GX running Windows Mobile 6 or greater

Login

Logging into Acctivate on the handheld device is very similar to the desktop. You will be presented with a list of Acctivate companies to login to and be prompted to enter your login credentials. The same login credentials used for the desktop version of Acctivate are used for Acctivate mobile.

  1. On the handheld device, look for the Acctivate icon and click on it to open Acctivate.
  2. Select the Company (this will default to the last company that logged into).
  3. Enter your User ID and Password.
  4. Click Login.

Once logged in, you will be taken to the Main screen which provides several options, depending on the modules you're licensed for.

The primary mobile functions are found in the two following menu options:

  • Sales Order: The Sales Order section of Acctivate Mobile gives you options to pick sales orders or picklists, enter a sales order, and view a list of orders to be delivered.
  • Inventory: Clicking the Inventory button will open a sub menu of buttons which allow you to Receive, Transfer, perform an inventory Count, view Product information, and create Assemblies.

To select an option and see its related functions, use the device's stylus or your finger to click on a button.

Picking

Picking can be classified into picking sales orders or picking picklists. Before picking sales orders, review the Mobile Order Picking options.

Tip

You are able to see sales orders that are "In Progress" by the user you are logged in as. This is to accommodate environments that are prone to dropped connections or incidents of accidental closure of the app.

For example, once you begin picking an order it will move to the "Pick in Progress" status. If you were to accidentally close the app, you could log back in as your user and see the order that is "In Progress" by you; select it and continue picking. You will not, however, be able to open and begin picking an order that was started by another user.

For this reason, it's strongly suggested that each mobile user login with their own login ID.

Pick sales orders

To begin picking a sales order:

  1. Click Sales Order on the main menu.
  2. Click Picking.
  3. The Order Picking screen will appear a display a list of sales orders to pick. There are various filters that can be used to filter the list of orders visible.
    • Branch: Use the Branch filter to see only sales order of a certain Branch.
    • Req. Date: The requested ship date field will default to the device's system date, so ensure that it's set properly. Sales orders with a requested ship date on or before this date will be displayed.
    • Workflow Status: Mobile picking can only include sales orders which have the following workflow status: Ready to Pick, Pick in Progress, Pick on Hold.
  4. To open an order, you can scan an order number barcode. Or, you can use the left and right arrows next to the Page # to view more orders and then click on an order and use the rightward facing arrow in the upper right hand corner of the screen to begin picking that order.
  5. Once you've opened a sales order for picking, the workflow status of the order will automatically update to Pick in Progress.
  6. The Details tab will show the Product ID, Qty to pick (the scheduled quantity), the quantity you've Picked, and Location (if using warehouse locations).
    • To pick a standard control product (not lot or serial numbered):
      • Scan the product's barcode to increment the quantity by one or click on the product to select it and then use the device's touch screen to type they quantity picked in the Picked field.
    • To pick a lot or serial control product:
      • First, you must open the lot or serial number entry screen by scanning the product's barcode or by selecting the product ID and then clicking the "#" symbol next to the quantity field.
      • In the lot/serial entry window, you can scan a barcode containing a lot or serial number. With one scan, Acctivate can read a lot/serial number and weight from a GS1-128 with supported application identifiers. You can use the Lot # or Serial # lookup to select the lot/serial numbered picked. Enter the quantity picked (Qty field. Serial numbers can only have a quantity of 1 per control number), location (Lctn, can be read from a GS1-128 label), lot/serial expiration date (Exp, can be read from a GS1-128 label), lot/serial reference (Ref), lot/serial specification (unlabeled text box. Click the notepad icon to open the text field full screen), and weight (Wgt, if a catch weight configured product. Can be read from a GS1-128 label). If typing this information in, use the device's "Enter" button to save the lot/serial information and repeat the process again for additional lot/serial numbers for this order line. If you need to edit a lot/serial number, click on the lot/serial number in the list below and then edit the fields. To delete a lot or serial number, click on the lot/serial number and then click the Menu button at the bottom of the screen; choose Delete Line.
      • Once all the lot/serial numbers for this sales order line have been entered, click the green checkmark in the upper left-hand corner to return to the order detail tab.
  7. Additional tabs can be viewed at the bottom of this screen:
    • Instr.: The Instructions tab shows the order Comment, Special Instructions and Shipping Instructions.
    • BillTo: The Bill To tab shows the billing address of the order as well as the customer contact information.
    • ShipTo: The Ship To tab shows the ship to address of the order as well as the Ship via and contact information.
    • Notes: The Notes tab lists all notes found on the Notes tab of the Enter Order window. You can view a note full screen by clicking the notepad icon or you can add a note from the device by clicking the notepad icon with the plus sign.
  8. Once you have completed picking an order or if you want to save your progress (to resume the pick at a later time), you will submit the order by clicking the green checkmark in the upper left-hand corner.
  9. On the Submit Order screen, you can choose to put the sales order in a workflow status of Picked or Pick on Hold. Optionally, if mobile printing is configured, you can print a Packing List and address labels.
    • Picked: If the order is submitted with a workflow status of Picked, the scheduled quantities on the sales order will update to match the picked quantities. The quantities that could not be picked will added to the backorder field. The sales order will now have a workflow status of Picked in Acctivate.
    • Pick on Hold: If the order is submitted with a workflow status of Pick on Hold, Acctivate will not update the quantities on the order, but the quantities you have picked to this point will be remembered by Acctivate mobile. This will allow you to resume picking this order where you left off. The sales order will now have a workflow status of Pick on Hold in Acctivate.
  10. You may now begin picking another order.
Note

When submitting a sales order, picked lot/serial quantities will be validated against the lot/serial number's on hand quantity. If the sum of the lot/serial's picked quantity exceeds the lot/serial's on hand quantity, a warning will be displayed. You can return to the sales order to correct the quantities, however the pick can be submitted despite the discrepancy.

Note

The quantity to pick will be displayed in the sales order unit.

Pick picklists

To begin picking a picklist:

  1. Click Sales Order on the main menu.
  2. Click Picking.
  3. Use the menu to determine which picklist you will pick:
    • Pick oldest: The oldest picklist, based on created date, will be opened. You can choose which warehouse you are picking for.
    • Choose from list: You can choose which warehouse you are picking for. The next screen will display a list of all picklists for that warehouse. The list will display the picklist number and created date.
    • Enter picklist ID: You can scan a picklist barcode or lookup and select a picklist.
  4. Once you've selected a picklist, the picklist's status will change to In Progress.
  5. A list of the picklist details will display. In the upper right-hand corner, click the information icon to see info about the picklist including the orders included and a map of the warehouse. Scan a product barcode or click on the product to pick it.
    • To pick a standard control product (not lot or serial numbered):
      • Scan the product's barcode to increment the quantity by one or click on the product to select it and then use the device's touch screen to type in the Picked quantity field.
      • Picklists will determine the best location to pick from, but you can change the location by using the magnifying glass lookup icon next to the location field to open the location screen. Here, you can scan a GS1-128 barcode containing "99" application identifier and location or you can search a list of locations.
    • To pick a lot or serial control product:
      • Scan the product's barcode or use the touchscreen to select the product ID. Click the "#" symbol next to the quantity field.
      • In the lot/serial entry window, you can scan a barcode containing a lot or serial number. With one scan, Acctivate can read a lot/serial number and weight from a GS1-128 with supported application identifiers. You can use the Lot # or Serial # lookup to select the lot/serial numbered picked and enter the quantity picked (serial numbers can only have a quantity of 1 per control number). For numbered when invoiced products, you can also enter the lot/serial expiration date (can be read from a GS1-128 label), lot/serial reference, lot/serial specification (click the notepad icon to open the text field full screen), and weight (if a catch weight configured product. Can be read from a GS1-128 label). If typing this information in, use the device's "Enter" button to save the lot/serial information and repeat the process again for additional lot/serial numbers for this picklist line. If you need to edit a lot/serial number, click on the lot/serial number in the list below and then edit the fields. To delete a lot or serial number, click on the lot/serial number and then click the Menu button at the bottom of the screen; choose Delete Line.
      • Once the lot/serial numbers for this picklist line have been entered, click the back arrow in the upper left-hand corner to return to the picklist details. Alternatively, use the up and down arrows in the upper right-hand corner to move to the next or previous picklist line.
  6. If the Hide picked details option is enabled, picklists lines which have been picked in full will be hidden. To see them, simply uncheck this option.
  7. Once you have picked all the picklists lines, click the arrow in the upper left-hand corner to Submit the picklist. You will have four options to choose from:
    • Pick Complete: This option will mark the Picklist as Picked. The related sales orders will also be updated to a Picked status.
    • Reopen Picklist: This option will return you to the picklist. The previously entered picked quantities will remain allowing you to modify make changes.
    • Pick on Hold: This option will save the picked quantities of your picklist but close the picklist. This allows you to return to the picklist later to continue the pick.
    • Discard Changes: This option will revert any changes you've made to the picklist, including the quantities picked. Only use this option if you do not want to save the data you just entered into the picklist.
  8. After selecting one of the above options, click the green checkmark in the upper right-hand corner (for the first three options) or the undo icon in the upper right-hand corner (for the Discard Changes option).
Note

When submitting a picklist, picked lot/serial quantities will be validated against the lot/serial number's on hand quantity. If the sum of the lot/serial's picked quantity exceeds the lot/serial's on hand quantity, a warning will be displayed. You can return to the picklist to correct the quantities, however the pick can be submitted despite the discrepancy.

Note

The quantity to pick will be displayed in the stocking unit.

Route Delivery

Route delivery allows you to pick sales orders assigned to a route while offline, then upload the pick information once you've re-established a connection with the web service. This allows you to pick from a mobile warehouse, such as a truck.

Only orders which are assigned a route on the order shipping tab will be displayed in this section.

  1. Click Sales Order on the main menu.
  2. Click Route Delivery.
  3. Use the Route filter to select which delivery route you will be picking for. Orders with a Requested Ship Date on or before the Req. Date field will be included.
  4. Click Disconnect.
  5. You will be asked if you "want to download the listed orders onto the handheld device and disconnect from the web service?". Click the green checkmark to continue. You will receive confirmation that the orders have been downloaded. Click the green checkmark to continue.
  6. You may now follow the Picking sales orders steps above. You can sort the list of orders by stop number so that you pick orders in the planned sequence.
  7. When you open an order, you can use the ShipTo tab at the bottom to see the delivery location.
  8. Once you've submitted the orders and have returned to the warehouse (or location where the Acctivate web service is accessible), click Submit changes. You will be asked if you want to "Reconnect to the web service and submit updates to orders?". Confirm by clicking the green checkmark. You will receive confirmation that the orders and their changes were submitted. Click the green checkmark once more.
  9. You may press the back arrow to leave the Route Delivery screen. The next time you open the Route Delivery screen it will be refreshed.

Order Entry

Mobile Order Entry allows you to create and submit a sales order from the mobile device. This option is typically used when you have a showroom floor where you may walk around with a customer and create an order "on the fly". The Order Entry module only allows the creating of a new order or editing of an existing order. Invoicing an order must occur on the desktop.

Order Showroom Configuration
Review the Order Showroom configuration options prior to use.

  1. Navigate to File → Configuration Management → Mobile → Order showroom:
    • Submitting sales orders
      • Print sales order when submitted
        • If this option is enabled the Submit Order screen will have the "Print Sales Order" option enabled.
        • If this option is disabled the Submit Order screen will have the option to print the sales order disabled, but you can enable it as needed.
      • Order Form
        • If you choose to print a sales order from the Submit Sales Order screen of Acctivate Mobile, the form that prints will be the form selected here. This menu shows all reports with a Document Type of Sales Order.

To use the Order Showroom module:

  1. Click Sales Order on the main menu.
  2. Click Order Entry.
  3. Select the warehouse that is to be used for the order detail line.
  4. Choose to Create a new sales order or Open an existing order:

Create a new sales order

  1. Select the "Create a new sales order" radio button, then type in customer name or search for an existing customer. If it's a new customer, leave this field blank.
  2. Click the arrow to continue.
  3. Scan a product barcode or use the lookup to select a Product. Each scan will increase the quantity, or you can change the Qty using the touchscreen and keypad. Press Enter on the device to save the product as an order line. If you need to delete a line, click on a line item and then press the Menu button; then press Delete line.
  4. Optionally, you can scan a location barcode (formatted properly using the GS1 "99" application identifier) or you can use the lookup.
  5. Use the other tabs at the bottom to add additional instructions, view/edit the bill to and ship to addresses, and add order notes.
  6. Once all the products have been added to the order, click the green checkmark to submit the order.
  7. You will have the option to print out the sales order (mobile printing must be configured).

If the customer does not exist in Acctivate, you will need to create the customer using the desktop version of Acctivate, then add the customer to the sales order.

Open an existing order

  1. Select the "Open an existing order" radio button, then scan, type or search for an existing sales order number.
  2. Click the arrow to continue.
  3. You can add new products to an order by scanning or typing in a product. You can also click on an order line and edit the product information in the upper half of this screen. If you need to delete a line, click on a line item and then press the Menu button; then press Delete line.
  4. Once changes have been made, click the green checkmark to submit the order.
  5. You will have the option to print out the sales order (mobile printing must be configured).

Receive

You can receive inventory using the mobile device. An inventory receipt can be created for a particular purchase order or you can receive inventory without a purchase order. Review the Mobile Receiving options to enable options such as receiving by the PO unit, receiving in full and whether receipts should be saved or posted from the mobile device.

Receive a purchase order

  1. Click Inventory on the main menu.
  2. Click Receive.
  3. You can type in the PO number and then press the device's "Enter" button or press the blue button pointing rightward. Alternatively, you can scan the purchase order number barcode or use the magnifying glass to lookup and select the PO.
  4. You will see the PO details. The list of products will display the Qty received in this session and the PO Qty column represents the outstanding quantity of the purchase order.
    • To receive a standard control product (not lot or serial numbered):
      • Scan the product's barcode to increment the quantity by one or click on the product and use the device's touch screen to type in the Qty received.
      • If you wish to receive inventory into a particular location, you can use the magnifying glass next to the Loc field to lookup and select a location. Or, you can scan a GS1-128 formatted location barcode containing a "99" application identifier.
    • To receive a lot or serial control product:
      • First, you must open the lot or serial number entry screen by scanning the product's barcode or entering the product ID and then clicking the "#" symbol next to the quantity field.
      • In the lot/serial entry window, you can scan a barcode containing a lot or serial number. With one scan, Acctivate can read a lot/serial number and expiration date from a GS1-128 with supported application identifiers. You can type in the Lot # or Serial #, quantity received (Qty field. Serial numbers can only have a quantity of 1 per control number), location (Lctn, can be read from a GS1-128 label), lot/serial expiration date (Exp, can be read from a GS1-128 label), lot/serial reference (Ref), lot/serial specification (unlabeled text box. Click the notepad icon to open the text field full screen). If typing this information, use the device's "Enter" button to save the lot/serial information and repeat the process again for additional lot/serial numbers for this PO line. If you need to edit a lot/serial number, click on the lot/serial number in the list below and then edit the fields. To delete a lot or serial number, click on the lot/serial number and then click the Menu button at the bottom of the screen; choose Delete Line.
      • Once all the lot/serial numbers for this PO line have been entered, click the green checkmark in the upper left-hand corner to return to the PO details.
  5. On the screen with the PO details, click the green checkmark in the upper left-hand corner to submit the inventory receipt. If the Automatically post inventory receipts configuration option is enabled, this screen will say "Post Receipts?" and the receipt will be posted. If the option is not enabled, then the screen will say "Save Receipts?" and the receipt session will be saved, but not posted. Before posting, you can choose to print Product Labels and/or the Put Away List for Inventory Receipts (Mobile Printing must be configured).

Receive without a purchase order

  1. Click Inventory on the main menu.
  2. Click Receive.
  3. Select the warehouse the receipt will be received into.
  4. You will need to add the products and quantities received:
    • To receive a standard control product (not lot or serial numbered):
      • Add a product by scanning the product's barcode or click the magnifying glass icon next to the Product field to lookup and select a product. If scanning a barcode, the first scan will select the product and increment the received Qty by one. Subsequent scans will also increase the Qty by one or you can use the Qty field in the upper right-hand corner to alter the quantity.
      • If you wish to receive inventory into a particular location, you can use the magnifying glass next to the Loc field to lookup and select a location. Or, you can scan a GS1-128 formatted location barcode containing a "99" application identifier.
      • Press the Enter key on the device to save the product to the receipt session.
    • To receive a lot or serial control product:
      • First, you must open the lot or serial number entry screen by scanning the product's barcode or entering the product ID and then clicking the "#" symbol next to the quantity field.
      • In the lot/serial entry window, you can scan a barcode containing a lot or serial number. With one scan, Acctivate can read a lot/serial number and expiration date from a GS1-128 with supported application identifiers. You can type in the Lot # or Serial #, quantity received (Qty field. Serial numbers can only have a quantity of 1 per control number), location (Lctn, can be read from a GS1-128 label), lot/serial expiration date (Exp, can be read from a GS1-128 label), lot/serial reference (Ref), lot/serial specification (unlabeled text box. Click the notepad icon to open the text field full screen). If typing this information, use the device's "Enter" button to save the lot/serial information and repeat the process again for additional lot/serial numbers for this PO line. If you need to edit a lot/serial number, click on the lot/serial number in the list below and then edit the fields. To delete a lot or serial number, click on the lot/serial number and then click the Menu button at the bottom of the screen; choose Delete Line.
      • Once all the lot/serial numbers for this receipt line have been entered, click the green checkmark in the upper left-hand corner to return to the receipt details.
      • Press the Enter key on the device to save the product to the receipt session.
  5. On the screen with the receipt details, click the green checkmark in the upper left-hand corner to submit the inventory receipt. If the Automatically post inventory receipts configuration option is enabled, this screen will say "Post Receipts?" and the receipt will be posted. If the option is not enabled, then the screen will say "Save Receipts?" and the receipt session will be saved, but not posted. Before posting, you can choose to print Product Labels and/or the Put Away List for Inventory Receipts (Mobile Printing must be configured).
Tip

The Repeat Lot/Serial attributes on receipts inventory option is supported when receiving lot/serial numbers in Windows Mobile.

Transfer

You can open an existing transfer or create a new transfer using Acctivate Mobile. You can enable the "Allow posting transfers from the mobile device" option in the Mobile Transfer options section of the Configuration Manager.

Open an existing transfer
If on the desktop, a transfer session has been created and saved, but not posted, the transfer session can be opened and viewed on the device.

  1. Click Inventory on the main menu.
  2. Click Transfer.
  3. Use your finger or device stylus to select the Open existing transaction checkbox.
  4. Use the select the transfer session drop down menu.
  5. Click the rightward arrow at the bottom of the screen to continue.

Create a new transfer
You can create a transfer directly from the mobile device.

  1. Click Inventory on the main menu.
  2. Click Transfer.
  3. If necessary, uncheck the Open existing transaction checkbox.
  4. Set the From warehouse and To warehouse fields. Note: The From and To warehouses can be the same if the multiple locations module is enabled.
  5. Click the rightward arrow at the bottom of the screen to continue.

Add and update transfer details

  • If opening an existing transfer, the transfer details will appear and display each product, quantity and the From and To locations for the transfer. If adding products to a new transfer or updating an existing transfer, you can scan a product barcode. If you wish to enter in another product using the device's touch screen, click on the blank row in the grid below and type in or lookup another product and its details. Press "Enter" on the keyboard to record the entered data.
  • You can update the quantities scanning a product barcode by using the up and down arrows next to the quantity field.
  • You can scan a location into the From and/or To location, however the location barcode must contain the GS1 Application Identifier "99". Next to the "From" and "To" fields are images of a barcode. If you would like to scan a location barcode and have the results of that scan go into the location field then click the icon until you see a barcode with a straight line through it. If the barcode image on the device has an "X" through it, then the value from the location barcode scans will not be entered into the field (click the barcode image to change the icon to have the "X" through it). For example, if both the From and To location have the image of a barcode with a line through it, then scanning a location barcode will update the "From" field first, then a second scan will update the "To" field. If the barcode image next to either field has an "X" through it or if you wish to update the location without scanning, you must use the magnifying glass lookup to select the location.
  • If a product is lot or serial numbered, scanning the barcode will open the lot/serial selection screen, otherwise, you must click the "#" symbol next to the Qty field. Here you can scan in the Lot/Serial Number, Qty, and Location. If entering in this information without scanning, use the touch screen and then press the Enter key on the device. Click the green checkmark in the upper left-hand corner to return to the transfer details screen.

To complete the transfer, click the green checkmark in the upper left-hand corner. Depending on the Mobile Transfer option enabled, you will be able to save or post the transfer by clicking the green checkmark once more.

Count

An Inventory Count session must be created on the desktop version of Acctivate. Once created, you can perform the entering of inventory counts using Acctivate Mobile. Only one user may edit a Count Sheet at a time, so if you plan on having multiple users/devices counting at the same time you should break your count sheet up into Sections by using the Sequence list of the Create Count Sheet window.

Acctivate Mobile has an Inventory Count option known as Blind Count. With this option enabled, you will create a count sheet on the desktop and then open the count sheet on the device, but products in the count sheet are not visible. Rather than the user following the list of products in the count section, it will force the user to add each product and the quantity they counted.

  1. Click Inventory on the main menu.
  2. Click Count.
  3. If necessary, change the Count Sheet to the count sheet you will be counting.
  4. Select a Section.
  5. Click the rightward arrow to continue.
  6. In your warehouse, go to the first location. Scan a location barcode or enter in a location at the top of the device screen.
  7. You will see a list of products at the current location.
  8. Scan a product barcode to increment the quantity by 1. You can use the device keypad or up an down arrows to increment the Qty field. You can add a product that doesn't exist in this count section by scanning it or clicking on the blank row in the grid below and then add the Product ID and Qty at the top before pressing Enter on the device's keypad.
  9. If you scan a product that is lot or serial numbered, the lot/serial screen will open. Here you can scan a lot or serial barcode or use the touch screen. Click the green checkmark in the upper left-hand corner to return to the previous screen.
  10. Once you've counted this location, move to the next and repeat the process.
  11. To save your progress or to complete the count click the green checkmark in the upper left-hand corner.
  12. If you check the "Count completed. Set the quantities of uncounted lines to zero" checkbox, the lines that were not counted are assumed to be zero and their quantities will be changed to zero. If you leave that unchecked, the uncounted lines will remain uncounted. This allows you to resume this count later. After enabling or disabling the checkbox, click the green checkmark to save the count sheet.
  13. To Post the count sheet, open the count sheet on the desktop and click Post.

Product

Product information can be viewed by clicking Inventory on the main menu and then Product. The Product section allows you to view product info on the handheld device. Simply scan the Product ID or use the magnifying glass to lookup and select a product. The bottom of this screen contains tabs displaying various information:

  • Details: The details tab shows the primary UPC and primary Alternate Product ID associated with the product. You will also be able to see the List Price, stocking Unit, and Alternate Units.
  • Inv.: The Inventory tab shows the warehouse inventory quantities and primary location.
  • Trans.: The Transactions tab shows all the inventory transactions for this product. If a note has been added to a transaction on the Transactions tab of the Edit Product window, you can see it by clicking on the transaction line here. To see the note full screen, click the notepad icon.
  • Loc.: The Locations tab shows the inventory locations the product is currently stocked in.
  • Note: The Note tab will show the Sales Order note from the Popups tab of the Edit Product window.
  • Notes: The Notes tab lists all notes found on the Notes tab of the Edit Product window. You can view a note full screen by clicking the notepad icon or you can add a note from the device by clicking the notepad icon with the plus sign.

Assemblies

You can open an existing Inventory Assembly session or create a new Inventory Assembly session using Acctivate Mobile. You can enable the "Allow posting assemblies from the mobile device" option in the Mobile Inventory Assemblies section of the Configuration Manager.

Open an existing assembly
If on the desktop, an assembly session has been created and saved, but not posted, the assembly session can be opened and viewed on the device.

  1. Click Inventory on the main menu.
  2. Click Assemblies.
  3. Use your finger or device stylus to select the Open existing transaction radio button.
  4. Select the assembly session from the drop-down menu.
  5. Click the rightward arrow at the bottom of the screen to continue.
  6. You will see a list of components in the bottom half of the window. Scan a product barcode to jump to the component or use the touchscreen on the device to select a component. The grid shows the Unit Qty and Total Qty of each component.
  7. After selecting a product, you can update the component info in the upper half of the screen. if a component is variable you will be able to change the (total) quantity of the component used. If the product is lot or serial numbered, you can scan a lot/serial numbered barcode (it must contain the appropriate GS1 application identifiers) or you can use the magnifying glass next to the lot field to lookup and select a lot. Likewise, you can scan a location barcode (containing the appropriate GS1 Application Identifiers) to set a location for the component line.
  8. Once the required information is updated for each component line, click the green checkmark in the upper left-hand corner.
  9. On the Save assemblies? screen, you may have the option to also Post depending on the Mobile Inventory Assemblies option configured. You can also alter the total Quantity of the assembly (this will update the total component quantity to be the unit component quantity multiplied by the total assembly quantity). If the assembly product is a Process assembly product, you can change the Yield quantity, which will remove the component quantity you entered in on the previous screen, but the assembly quantity added to inventory will be based on the Yield qty field. You can also enter in a lot or serial number for lot/serial controlled products.
  10. Click the green checkmark in the upper left-hand corner to save or pot the session.

Create a new assembly
You can create a new assembly session directly from the mobile device.

  1. Click Inventory on the main menu.
  2. Click Assemblies.
  3. Use your finger or device stylus to select the Create new transaction radio button.
  4. Click the rightward arrow at the bottom of the screen to continue.
  5. Scan the assembly product's Product ID or use the lookup.
  6. Enter the Quantity to assembly.
  7. If necessary, change the Warehouse (W/H) that the assembly product will be added to.
  8. Optionally, scan a location barcode or use the lookup.
  9. Optionally, enter a Description for the session.
  10. If the assembly product is lot or serial numbered, enter in the lot/serial number. Optionally, enter in the control number's Expiration date, lot/serial Reference, lot/serial Specification.
  11. Click the rightward arrow to continue to the next screen.
  12. You will see a list of components in the bottom half of the window. Scan a product barcode to jump to the component or use the touchscreen on the device to select a component. The grid shows the Unit Qty and Total Qty of each component.
  13. After selecting a product, you can update the component info in the upper half of the screen. if a component is variable you will be able to change the (total) quantity of the component used. If the product is lot or serial numbered, you can scan a lot/serial numbered barcode (it must contain the appropriate GS1 application identifiers) or you can use the magnifying glass next to the lot field to lookup and select a lot. Likewise, you can scan a location barcode (containing the appropriate GS1 Application Identifiers) to set a location for the component line.
  14. Once the required information is updated for each component line, click the green checkmark in the upper left-hand corner.
  15. On the Save assemblies? screen, you may have the option to also Post depending on the Mobile Inventory Assemblies option configured. You can also alter the total Quantity of the assembly (this will update the total component quantity to be the unit component quantity multiplied by the total assembly quantity). If the assembly product is a Process assembly product, you can change the Yield quantity, which will remove the component quantity you entered in on the previous screen, but the assembly quantity added to inventory will be based on the Yield qty field. You can also enter in a lot or serial number for lot/serial controlled products.
  16. Click the green checkmark in the upper left-hand corner to save or pot the session.

Configure

The Configuration screen lets you change some basic mobile configuration options:

  • Webservice URL: The Acctivate webservice URL that Acctivate mobile is connected to. If you need to point Acctivate to a new webservice URL, you can edit this URL string.
  • Validate SSL certificate: When enabled (default), Acctivate will require the device to trust the SSL certificate from the web service. If this option is disabled, Acctivate will not check to see if the device trusts the SSL certificate.
  • Handheld printer options:
    • Print on cordless printer: Enable this option if your handheld device is connected to a cordless (e.g., Bluetooth) printer.
    • Printer COM Port: If using a Bluetooth printer, you must enter the COM Port number. (See your device's documentation for configuring Bluetooth and COM ports).
    • Test Print: After configuring your wireless printer, you can initiate a test print from this screen.

After making changes, click the green checkmark in the upper left-hand corner to save your changes. You will be notified that you must log out of Acctivate on the device in order for the changes to take effect.

Barcode

The Barcode screen allows you to scan a barcode and Acctivate will display the results of the data embedded in the barcode, including any application identifiers. Consider some examples of possible results:

  • Text: Widget This barcode does not contain GS1 Application Identifiers, it only contains text. In this case, the text that is barcoded is simply "Widget"
  • GTIN (01): 123456789 This barcode contains the GS1 Application Identifier (01) which indicates the following text is a GTIN or Product ID. The Product ID in this example is "123456789".
  • Lot (10): 4567 This barcode contains the GS1 Application Identifier (10) which indicates the following text is a lot number. The lot number in this example is "4567".
  • Expiration (17): 210125 This barcode contains the GS1 Application Identifier (17) which indicates the following numbers are the expiration date in YYMMDD format. The serial number in this example is "210125" (January 25th, 2021).
  • Serial (21): 1234 This barcode contains the GS1 Application Identifier (21) which indicates the following text is a serial number. The serial number in this example is "1234".
  • Location (99): A01A This barcode contains the GS1 Application Identifier (99) which is recognized by Acctivate as a Location. The location in this example is "A01A".
  • Kg (310): 0010.50 This barcode contains the GS1 Application Identifier (310y) which indicates the following numbers are the weight in Lbs. The 4 digit in the application identifier represents the number of decimals; e.g. 3102 would be interpreted as 310 (weight in lbs) showing 2 decimals. Acctivate will not show the "y" portion of the Application Identifier, but it will show the correct number of decimals based on that value. The weight in this example is "0010.95".
  • Lb (320): 0010.95 This barcode contains the GS1 Application Identifier (320y) which indicates the following numbers are the weight in Lbs. The 4 digit in the application identifier represents the number of decimals; e.g. 3202 would be interpreted as 320 (weight in lbs) showing 2 decimals. Acctivate will not show the "y" portion of the Application Identifier, but it will show the correct number of decimals based on that value. The weight in this example is "0010.95".
  • Quantity (30): 28 This barcode contains the GS1 Application Identifier (30) which indicates the following numbers are the quantity. The quantity in this example is "28".

Example of an unsupported Application Identifier:
Acctivate's barcode interpreter will display recognized Application Identifiers, even if they are not supported. However, they will not include the description of the Application Identifier, it will only include the AI number. For example:

  • 15: 180330 This barcode contains the GS1 Application Identifier (15) which indicates the following numbers make up the "Best before date" in YYMMDD format. However, Acctivate does not support this Application Identifier so no identifying label is not included.

Logout

Use the Logout option to log out of Acctivate on the device. For security reasons, it's always a good idea to log out when not using the device.