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Handheld Course
10.0.700.2
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10.0.700.2
Revision: July 25, 2014 2:17 a.m.
Total pages: 35
course.ditaval
Handheld Course
Contents
Contents
Handheld Course....................................................................................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Environment Setup..........................................................................................................................................7
Workshop Constraints..............................................................................................................................7
Overview.................................................................................................................................8
Application Setup.................................................................................................................11
Company Configuration................................................................................................................................11
Workshop - Review Company Configuration Settings.............................................................................11
Employee Maintenance..................................................................................................................................13
Workshop - Modify an Employee Record................................................................................................13
Contents
Handheld Course
Conclusion.............................................................................................................................34
Handheld Course
Handheld Course
Handheld Course
This course discusses the Handheld functionality in the Epicor application. This is an easy-to-use, online application
that allows you to enter labor and inventory transactions using handheld RF (Radio Frequency) devices while work
is performed on the shop floor. Transaction entry is rapid and straight forward with the use of a touch-screen,
light-pen, or bar coding technology.
The Handheld functionality provides accurate labor reporting, which is a vital concern in job costing and job
status. Online transaction tracking gives management a current picture of what occurs on the shop floor by
employee and by job. Because the Handheld functionality is integrated with Job Management and Scheduling,
the latest shop floor scheduling issues are always available.
This course reviews the clock in, work queue review, material issue, start and end activity, and clock out processes
that shop employees use handheld devices to perform. Workshops guide you through these processes.
Upon successful completion of this course, you will be able to:
Identify module configuration settings pertinent to the Handheld functionality.
Clock in and out for the day.
Log in and out of a job.
Navigate through the handheld device screen and the available functions.
Perform shop employee tasks such as viewing the work queue and issuing material, using handheld devices.
Start and end setup and production activity.
Handheld Course
Audience
Specific audiences will benefit from this course.
COO/Operations Manager
Shop Floor Employee
Shop Floor Manager
Production Manager
Prerequisites
To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager
at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained in other
valuable courses.
Navigation Course - This course introduces navigational aspects of the Epicor application's user interface.
Designed for a hands-on environment, general navigation principles and techniques available in two user
interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and
guide you through each navigational principle introduced.
System Flow Course - This course introduces a basic quote to cash scenario that includes the process from
the initial customer quote to final cash receipts and payment of supplier invoices. This course emphasizes the
series of processes that make up the quote to cash process by using a simple scenario to highlight various
transactions. Your organization may have more complex processing routines than those described in this
course.
Handheld Course
Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.
1.
Verify the following or ask your system administrator to verify for you:
Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.
The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.
2.
Log in to the training environment using the credentials manager/manager. If you are logged into your
training environment as a different user, from the Options menu, select Change User.
3.
From the Main menu, select the company Epicor Education (EPIC06).
4.
Workshop Constraints
The workshops in this course can be performed only once in each instance of a restored (refreshed) database. If
a user has already completed these workshops in the database, the database must be restored (refreshed) before
another user can complete this course.
Overview
Handheld Course
Overview
The Epicor Handheld functionality is an online application that allows you to enter labor and inventory transactions
into handheld RF (Radio Frequency) devices while work is performed on the shop floor. This provides management
with a current view of what is occurring on the shop floor by employee and by job.
Handheld Course
Overview
Note Refer to the Manufacturing Execution System course for more details on the MES functionality.
Overview
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Handheld Course
Handheld Course
Application Setup
Application Setup
This section reviews configuration factors and maintenance file setup that affects use of handheld devices in the
Epicor application.
Company Configuration
Use Company Configuration to define the module options for companies in the Epicor application. Use these
options to define how this company will interact with the module licensed for it.
When you install the Epicor application, one company record is created by default. You first use Company
Maintenance to define overall options like email setup, document attachments, and external BAQ sources. You
then use Company Configuration to define how the company interacts with the various modules you have
licensed.
Tip You can purchase a Multi-Site license that enables you to set up multiple companies within Company
Configuration. To do this, first create the company within the Epicor Administration Console. You can then
display the new company in this program and configure it as necessary.
Menu Path
Navigate to this program from the Main Menu:
System Setup > Company/Site Maintenance > Company Configuration
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Application Setup
Handheld Course
This check box indicates that system-adjusted clock-in and clock-out times should appear on the Labor Edit
Report. If the check box is cleared, when there are late clock-ins and early clock-outs, only the actual clock-in
and clock-out times appear on the Labor Detail Report. This setting applies only to late clock-ins and early
clock-outs.
6. In the Clock in Allowance Time pane, in the Early field, enter the number of minutes before (Early) a
scheduled shift starting time that an employee can clock in and still be considered as starting at the shift
start time.
These determine the system-adjusted Clock-In times during Labor Entry or Data Collection Entry.
Example You define the early clock-in allowance time as 10, and the late clock-in allowance time
as 2. Your first shift starts at 7:00 a.m. if John clocks in at 6:50, his clock-in time will be adjusted to
7:00, since it is within the 10-minute early allowance. If Jane clocks in at 7:03, her clock-in time will
remain at 7:03, since it is not within the two-minute late allowance.
7. In the Clock Out Allowance Time pane, in the Early field, enter the number of minutes before (Early) a
scheduled shift ending time that an employee can clock out and still be considered as ending at the shift
end time.
Example Your first shift ends at 4:00 p.m, you define the early clock-out allowance time as 0 and
define the late clock-out allowance time as 12. If John clocks out at 3:59, his clock-out time will not
be adjusted, since you have not defined an early clock-out allowance time factor.
8. In the Clock in Allowance Time pane, in the Late field, enter the number of minutes after (Late) a scheduled
shift starting time that an employee can clock in and still be considered as starting at the shift start time.
Enter Late minutes. These determine the system-adjusted Clock-In times during Labor Entry or Data Collection
Entry.
Example You define the clock-in allowance time as 10, and the clock-in allowance time as 2. Your
first shift starts at 7:00 a.m. John clocks in at 6:50. His clock-in time will be adjusted to 7:00, since it
is within the 10-minute early allowance. Jane clocks in at 7:03. Her clock-in time will remain at 7:03,
since it is not within the 2-minute late allowance.
9. In the Clock Out Allowance Time pane, in the Late field, enter the number of minutes after (Late) a
scheduled shift ending time that an employee can clock out and still be considered as ending at the shift
end time.
These determine the system-adjusted Clock-Out times during Labor Entry or Data Collection Entry.
Example You define the clock-out allowance time as 0, and the clock-out allowance time as 12.
Your first shift ends at 4:00 p.m. John clocks out at 3:59. His clock-out time will not be adjusted, since
you have not defined an early clock-out allowance time. Jane clocks out at 3:08. Her clock-out time
will be adjusted to 3:00, since it is within the 12-minute late allowance.
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Handheld Course
Application Setup
Employee Maintenance
Use Employee Maintenance to create an employee record. Employees perform work on jobs and enter labor
in Time and Expense Entry. If an employee is connected to a User ID, the associated password is required for the
employee to log into the Handheld functions or the Manufacturing Execution System (MES).
Employee Maintenance is most valuable if you do not have the Payroll module. The Job Management module
uses an employee file separate from the Payroll module.
If the Payroll module is installed, enter employees. They automatically display in the Employee file, where you
can activate other fields. If necessary, update the employee details. When you update employee details in the
Payroll module, the employee record updates automatically.
An employee added to Payroll Employee Maintenance cannot be added again in Employee Maintenance. If
you select the Active Employee check box in Payroll Employee Maintenance, the employee is automatically
part of Employee Maintenance. You can always return to Payroll Employee Maintenance to select this check
box.
An employee can start a shift when the payroll administrator is unavailable. In this scenario, the employee is
entered in Employee Maintenance to allow them to record time. The payroll administrator can pull the entry into
the Payroll module at a later time. Temporary employees who report time must also be entered in Employee
Maintenance.
Menu Path
Navigate to this program from the Main Menu:
Material Management > Data Collection > Setup > Employee
Material Management > Inventory Management > Setup > Employee
Production Management > Data Collection > Setup > Employee
Production Management > Job Management > Setup > Employee
Service Management > Expense Management > Setup > Employee
Service Management > Field Service > Setup > Employee
Service Management > Field Service > Setup > Employee
Service Management > Project Management > Setup > Employee
Service Management > Time Management > Setup > Employee
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Application Setup
Handheld Course
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Handheld Course
Common Keystrokes
Throughout the Handheld windows, some keyboard keys are reserved for certain functions.
Use the table below as a reference when using the Handheld functions while performing material duties. Not all
buttons are available on all windows. This table is a general guide. Individual Application Help topics list the
buttons available for its window.
Key
Action
0 or Esc
F3
Icon
- Log Out
F4
F5
Exit Handheld
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Handheld Course
Handheld Menu
Use the Epicor Handheld Menu to select submenus containing programs used to perform data entry functions
on your handheld device.
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Handheld Course
1-Clock In
Use the Clock In option to clock in an employee. When a shop employee arrives for the day, he or she must log
in (or clock in) to the handheld device to report his or her arrival for that day.
2-Start Indirect
Use the Start Indirect option to start indirect labor activity. Indirect Labor is time that is spent not working on a
specific job. Sweeping the floor and doing machine maintenance are examples of indirect labor.
3-Start Production
Use the Start Production option to enter job operation information for a production activity.
4-Start Setup
Use the Start Setup option to enter job operation information for a setup activity.
5-Start Rework
Use the Start Rework option to start rework activity on a job.
6-Work Queue
Use the Work Queue option to sequentially view all operations assigned to the logged in shop employee.
Workshop - Clock In
At the beginning of each day, an employee must clock in to the handheld device to report indirect time or direct
time. In this workshop, sign in as Linda Carter (shop floor employee).
Important For this workshop, the virtual handheld device is used.
Navigate to the Handheld Menu.
Menu Path: Material Management > Data Collection > Handheld > Handheld Menu
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Handheld Course
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Handheld Course
Production Management > Data Collection > Handheld > Material Handling > Return Material
Important This program is not available in the Epicor Web Access.
Adjust Inventory
1. Verify the main Handheld menu displays.
2. Click 3-Material Handling.
3. Click 2-Inventory Process.
4. Click 1-Adjust Inventory.
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Handheld Course
Production Management > Data Collection > Handheld > Material Handling > Issue Assembly
Important This program is not available in the Epicor Web Access.
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Handheld Course
1-Inbound Process
Use the 1-Inbound Process option to display the Inbound Process submenu. The submenu contains the following
programs:
Container Arrival - Handles the arrival of all container lines for a specified Container Shipment ID. You can
only mark the entire container as Arrived. You cannot process individual lines or update any details.
Container Receipts - Handles the mass receipt of all container lines or individual lines from a given Container
Shipment ID.
Intercompany Receipts - Receives an intercompany shipment.
PO Receipts - Receives a shipment from a purchase order.
Transfer Order Receipts - Receives a transfer order into this company, shipped from another company.
2-Outbound Process
Use the 2-Outbound Process option to display the Outbound Process submenu. The submenu contains the
following programs:
Confirm Customer Shipment - Confirms shipments that have not been confirmed.
Master Pack - Combines separate pack IDs (master packs) into one master pack group to ship as one shipment.
Confirm Misc Ship - Confirms and receives miscellaneous shipments that were sent in Miscellaneous
Shipment Entry.
Confirm Subcon Ship - Confirms subcontractor shipments.
Customer Mass Ship - Mass process customer shipments.
Picked Orders - Ship orders that have been picked.
Transfer Order Shipment - Enters pack information and make the shipment.
Packout - Processes pack, and unpack Pack IDs.
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Handheld Course
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Handheld Course
Transaction Log
Use Transaction Log to review part and quantity transaction activity for parts and quantities.
Menu Path
Navigate to this program from the Main Menu:
Material Management > Data Collection > Handheld > Trackers > Transaction Log
Production Management > Data Collection > Handheld > Trackers > Transaction Log
Important This program is not available in the Epicor Web Access.
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Conclusion
Handheld Course
Conclusion
Congratulations! You have completed the Manufacturing Execution System course.
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