Summary of New features and Changes for Ostendo Update 228 from Update 225

Transcription

1 Summary of New features and Changes for Ostendo Update 228 from Update 225 Apple IOS and Google Android versions of Freeway are online We are very happy to announce that both the Apple and Android versions of Ostendo Freeway are now online under each of their respective stores: Apple IOS Link (App Store): Android Link (Play Store): Mobility Rules We have added the ability to restrict the number of remaining count lines and counted count lines to display for Freeway Warehousing Inventory Counts. We have added the ability to define whether the Mobility employee can see all counted lines for that specific Inventory Count, or only the lines counted by that employee. Job Note Source: We have added this new rule to allow Notes available in the Mobile Data sheet info tab to be sourced from either the standard Job Instructions (as entered in the Job Header) or Work Instructions (this a new field in the Job Header called Work Instructions ). Customer Note Source: We have added this new rule to allow Notes available in the Mobile Data sheet info tab to be sourced from either the standard General Notes (as entered in against the Customer) or Mobility Notes (this is a new notes field in the Customer screen). Supplier Note Source: We have added this new rule to allow Notes available in the Mobile Data sheet info tab to be sourced from either the standard General Notes (as entered in against the Supplier) or Mobility Notes (this is a new notes field in the Supplier screen). Labour Rules We have added 2 new rules for Interpreting Timesheets: Timesheet Interpreted Logic: The default is Standard Procedure, which operates as it does currently. The new option is Custom Procedure ; this allows for the interpreted logic to be tailored to suit the specific companies requirements (the actual custom procedure name is entered in the second of the new rules called Interpreted Custom Procedure Name ). Please Note: We have also allowed for a custom script to be used to Interpret Timesheets, by defining the script as a System Action style, and then linking to the Labour ; Interpret Timesheet selection option. By providing both the custom script and the custom procedure option, any level of award interpretation is possible. It should also be noted that labour codes can also be swapped out for where charge rates are also driven off time entry variables (i.e. The customer is charged extra if the employee is paid extra).

2 Summary of New features and Changes for Ostendo Update for Update 227 Freeway Warehousing As outlined in the last pre-release notes we have continued to add most of the remaining Warehousing functionality to Freeway and Ostendo. The operation of these new features follow the same basic logic as the Sales Delivery Picking (released in Update 225) with some exceptions, as is outlined below (Note: for all Picking, Receipting and Counting, the lines are live that is, they are updated and displayed in real-time; the remaining data sheet contents are updated when the sheet is completed and synced back to Ostendo): Assembly Picking: We have added the ability to select/scan Assembly Order lines. The process of picking is very much identical to Sales Picking with the exception of an Assembly Picking Tolerance, defined in the Employee Mobility Settings screen (the Expiry Date logic works as it does in Sales Picking). When defining a Style Template for Assembly Picking the Type is ASSYPICKING for the Assembly Lines. Assembly Receipting: We have added the ability to select/scan Assembly Order Receipted Items. The process of receipting is very close to that of the Picking logic, however for tracked products (serial numbers, batch number etc ) instead of selecting what s in stock, the tracking characteristics are entered. When defining a Style Template for Assembly Receipting the Type is ASSYRECEIPTING for the Receipt Lines. Purchase Receipting: We have added the ability to select/scan Purchase Order Receipted Lines. The process of receipting is very close to the Picking logic, however for tracked products (serial numbers, batch number etc ) instead of selecting what s in stock, the tracking characteristics are entered. When defining a Style Template for Purchase Receipting the Type is PURCHASERECEIPTING there s also another optional Type called PURCHASERECEIPTSLIP that will allow the entry of the Supplier s Packing Slip number. You ll also notice a new tab in the Employee Mobility Settings screen called Purchases which allows restriction criteria and whether or not the Purchase Order list is live. Job Picking: We have added the ability to select/scan Job Order lines. The process of picking is very much identical to Sales Picking with the exception of a Job Picking Tolerance that can be defined in the Employee Mobility Settings screen (the Expiry Date logic works as it does in Sales Picking). When defining a Style Template for Job Picking the Type is JOBPICKING for the Job Lines. Inventory Counts: We have added the ability to enter/scan Inventory Counts. Again the process is very similar to the other picking functions however you can only count what has been stored against that Inventory Count at the time it was created. You ll also notice a new tab in the Employee Mobility Settings screen called Counts, which allows for the definition of restriction criteria, whether or not the Inventory Count list is live, and an option to display the Stock On Hand quantity in Freeway for Count Lines.

3 Customer Hazards Linking to Specific Address The ability to link a Customer Hazard directly to an Address Name has been added. This applies when a Job is selected in Freeway (the Style Template requires that the Type called HAZARDS has been included in the Template); the hazards linked to the Customer as a whole (with no Address Name), and any hazards linked to the specific address for the Job are then included in the Data Sheet. Customer Assets Warranty Information We have added Warranty Information fields to the Customer Asset screen. These are display only fields indicating whether the asset is currently covered by a valid warranty, the warranty has expired, or warranties don t apply. The information is a summary view of any linked warranties to the asset, dynamically determining the status based on the current date and the warranty with the greatest expiry date (where there is more than one warranty for the asset). Item Hazards MSDS (Material Safety Data Sheets) We have added the ability to link Hazard Codes or Groups directly to an Item Code. This can be used in Freeway to include any safety instructions/hazards that relate to that product when used in either Jobs or Assemblies. Again like the Customer Hazards, you will need to include the HAZARDS type in the Style Template. Job Types Hazard Groups We have added the ability to link a Hazard Group to the Job Type definition. This enables a list of hazards to automatically inserted into the Job Hazards screen on generation of a new Job. Useful if the hazards/instructions that are introduced/needed can be attributed the type of work that is being carried out. Again like the Customer Hazards & Item Hazards, you will need to include the HAZARDS type in the Style Template definition. Purchase Orders Allocation Summary We have added a display-only Allocation Summary field to the Purchase Lines grid. This provides a quick view of the specific allocation (order, inventory etc...) without having to drill down on the allocation tab for each line. Note: We have also added a new field in the Allocation tab to display either the Task or Step name, where the line is linked to a Job or Assembly. Inquiry Pack Highlight Colour We have added the ability to define the colour used when highlighting a Scorecard Statistic/KPI. The colours available are (Blue, Red, Green & Yellow) the idea is to provide a bit more meaning to the Highlight (i.e. Blue for neutral, Green for good, Yellow for caution, and Red for not so good). Style Templates Grouping and Images We have added the ability to link a Template Group (defined in Mobility-Settings-Template Groups ) to the each Style Template so that templates are then logically group and sequenced when displayed within Freeway.

4 We have also added the ability to link an image/icon to each Style Temple, which in turn displays within Freeway. There are currently 20 available images to choose from. Inventory Counts Creation Improvements There have been a number of enhancements to the creation criteria for Inventory Counts: We have added the ability to select a Site. This will then condition the Items to be counted based on the warehouses linked to that Site. We have added the ability to select a Location Group. This will then condition the items based on the locations that are linked to the Location Group. We have added the ability to enter a range for Location Sequences. This will then condition the items based on the locations that fall with that sequence range (this can be used to allocating areas for different counting teams). We have added the ability to select a Primary Supplier. This will then condition the items based on the Primary Supplier linked to each Item. Inventory Counts Mobility Restrictions We have added the ability to restrict the Inventory Count to a specific Mobility Team in other words if this is filled in, only members of that team will have that specific count available on Freeway. We have added a checkbox to Prevent Mobility Editing. This is used where the count has been physically completed and the office is now vetting/checking the results before updating the count. If checked no changes can be made to the count via Freeway. Update Database Status Checking We have enhanced the Database Update routine so that if it detects that the database hasn t been backed up and restore for a while it will jump out of the update and log this in the DBUpdate###.log file that is automatically created every time a database is updated (found in the Ostendo Directory). This safeguard is prevent issues with database integrity there are internal limits as to how many times the structure of a database can be changed/altered before a backup and restore is required. It is always a good practice to do a validation, backup and restore before running an update. Freeway App From this update on, the Freeway App is both backward (and forward) compatible with future versions of Ostendo, and any standalone solutions created. The advantages of this are: Freeway will be able to connect to multiple versions of Ostendo at the same time. In other words, each solution can independently connect to different databases even when the databases have different structures (i.e. Update 227 and then say Update 230) ideal for consultants that might need to connect to multiple client sites from the one app. Standalone solutions that have been developed don t need to be in-sync with the Freeway app, or with any Ostendo Database that Freeway is connected too.

5 Summary of New features and Changes for Ostendo Update for Update 225 Freeway Warehousing In essence the key framework objects have been developed for Picking, Receipting, Adjusting, Counting and Transferring Stock. In this release we have released the Sales Delivery Picking option (the others will be released over the next number of weeks). There are a few key features to mention: The current Delivery Picking functionality (and all other warehousing functions) are real-time so that stock and the lines left to be picked are displayed and refreshed real-time. This also allows for multiple pickers for the same order at the same time. The ability to define whether the mobility user/employee is using barcode scanning for picking, or they still wish to go paperless and use a tablet/smart device with manual selection The ability to define the picking sequence/order of the lines with the delivery (Location sequence, Product Sequence (new field for this), or simply the Delivery line number) The ability to restrict the picking of stock to specific warehouses (as specified in a new tab called Restricted Warehouses tab in the Employee Mobility Settings screen) The ability to define Picking Classes, and have those classes linked to products, and then to users/employees. An example of where this might be used, is where there are products that can only be picked with a forklift you could then restrict only users/employees with a forklift licence to pick those products. The ability to scan a barcode representation of the product code, product barcode, serial number, or batch number. The ability to flag a product as Single Scan this means that on once scanned the product is automatically picked with a quantity of 1 The ability to setup a barcode quantity in the Item Barcodes screen this caters for cases/inners/outers where the barcode presents the code and a quantity (if this barcode is scanned it is treated a single scan in other words by scanning the quantity is automatically picked). The ability to define the minimum number of days left on a expiry dated product for all customers, or against a specific customer. This then prevents the user/employee from picking that stock line. The ability to drill down on a to be picked line to display a picture of the product and/or the stock levels available The ability to view what has been picked for that delivery, and be able to delete a specific picked variant, in case of mistakes. Additional functionality that is being released in the next number of weeks: Container/Pallet/Carton tracking in other words the ability to pick against a package ID and then link that package upto 5 levels deep (i.e. a carton inside a larger carton, sitting on a pallet inside a shipping container). This will enable the generation of register/manifest of exactly what is in each packaging unit, and at each level. We will also be providing the ability to track products that have been picked onto an intermediate stage (like a picking trolley) and then allow the transfer into their final packaging units. Certified Standards for both products and batch numbers. The concept behind this is for where the product and or specific batch of that product is required to meet a certain defined

6 standard to either sell to a market, or to a customer. This would commonly apply to food products, but could equally apply say electrical or electronic goods. Like the expiry date rules, the picking and /or ordering would be prevented if the product/customer combination didn t meet the standards specified. Freeway Inquiry/Reporting/Scorecard & Snapshots We have developed a new module for generating Inquiry/Reporting real-time views through Freeway. There are a few key points to highlight: The ability to define an Inquiry pack of specific queries, linked to an employee. The inquiries are run real-time at a lightning fast speed. An Inquiry result can have a combination of a chart, scorecard (multiple KPI s), and a listing style of output. For Customers, there is also the option of displaying an aged analysis, and for products, a stock level listing (the level of this and the restrictions are defined in the Employee Mobility Settings screen). The output within Freeway can be sent to a PDF file and/or ed. There is the ability to take a snapshot of a portion of the inquiry display, annotate with your finger (i.e. circle, point with a line), and then also record a quick audio note (much, much faster than typing an message) of what you have just highlighted and both in a single action! Scorecard KIP s or statistics can be defined, with highlight conditional values (i.e. If the Daily Order Count is less than 500 then highlight the value). Restriction counts can be defined (i.e Top 10 Customers, Top 20 Selling Products). Percentage ratioed bar-charts (providing for weighting of values compared the total) The ability to display colour coded indicators in a listing (i.e. can be linked directly to Tracking Colours). Please see the separate tutorial for more detail and definition on how to set this up. Freeway POS Orders There is now the ability to create a POS Order from Freeway and have that transferred to a specified POS station. The POS Order is created ( OnHold status) once the Data sheet is completed / synchronised back to Ostendo. There is a new creation style for Customers called New POS Order, and there is basically only 2 line types to add Template tab (MATERIALS and NOTE). The idea of the note is to have a note name defined in the Mobility-Settings-Note Names that is flagged as copying to POS instructions, this will enable the mobile user to enter details that are then displayed when pulling up the OnHold orders at the counter, and displayed within the POS Order itself. Note: There is also the ability to drill down on Lines created within a data sheet which streams the mobility image to the device (if defined against the product), and displays its current stock levels (the detail of which can be defined in the Employee Mobility Settings screen) QR Codes The ability to generate QR codes (3 dimensional barcodes) within the report writer

7 We will be making more use of this for Freeway (where a QR code can be generated dynamically for tagging and tracking of equipment) POS The ability to change the delivery address details from within the POS Delivery screen The ability to define Segmented Barcode logic for scanning barcode labels printed from weigh scales. In other words where this a single barcode that embeds both the product and the quantity. The ability to override the picking warehouse for specific lines within a POS Order Jobs The ability to roll-up contents prices from Kitsets and Task Bills to update the Job Line price (this option is mutually exclusive to the existing Price Changed with Cost. The ability to flag Task Names as Inactive Sales The ability to alter the Sales Style (either Delivery or Counter) until lines have been picked The ability to define the number of days before the expiry date that products can be supplied to a customer (currently only applicable to Freeway Delivery Picking) Assemblies The ability to flag Step Names as Inactive