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ACCU-DART User User Manual A guide to installing and operating the ACCU-DART system ACCU-DART for Sage Accpac Updated: November 20, 2008 Table of Contents Introduction 3 About ACCU-DART:

Jun 26, 2018

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  • ACCU-DARTUser Manual

    A g u i d e t o i n s t a l l i n g a n d o p e r a t i n g t h e AC C U - DA R T s y s t e m

    ACCU-DART for Sage AccpacUpdated: November 20, 2008

  • Table of ContentsIntroduction 3

    About ACCU-DART: 3

    About Executive Concepts Inc: 3

    ACCU-DART Components: 3

    Installation 4Site Inspection: 4

    Radio-Frequency Hardware Configuration: 4

    ACCU-DART Software Installation 5

    Setting up ACCU-DART 6RF Options Maintenance 6

    Warehouse Maintenance 7

    User Maintenance 8

    Bar Code Maintenance 10

    Operating ACCU-DART 12

    Advanced User Instructions 30Installing the latest software from ACCU-DARTs website 30

    Setting up an OE Miscellaneous Charge to Post Freight Charges

    Directly Through ACCU-DART 31

    ACCU-DART Modules 13Ship Sales Orders 13

    Receive Purchase Orders 14

    Physical Inventory Count 15

    IC Warehouse Transfers (one-step) 16

    In-Transit Warehouse Transfers (two-step) 17

    Change Warehouse 17

    IC Shipments 18

    IC Receipts 19

    Vendor Receipts 20

    Commit Sales Order 21

    SO Ship Commit 22

    Split/Combine Lots 23

    Collect Barcodes 23

    MISys Item to Sales 24

    MISys Bin Transfer 24

    MISys Warehouse Transfer 24

    MISys PO Receipt 25

    MISys Physical Inventory Count 25

    MISys Finished Goods / WIP Assembly from BOM 25

    MISys Complete MO 26

    MISys Change Plant 26

    Inquiry Modules 27

    Item/Location Inquiry 27

    Item/PO Inquiry 27

    Item/SO Inquiry 27

    PO Inquiry 27

    SO Inquiry 27

    Customer Inquiry 28

    Vendor Inquiry 28

    Item/Lot Inquiry 28

    Item/Serial # Inquiry 28

    MISys Bin Inquiry 28

    MISys Item/Location Inquiry 29

    MISys Item/Bin Inquiry 29

  • 3

    IntroductionAbout ACCU-DART:

    ACCU-DART is a real-time radio-frequency inventory management solution designed to integrate directly with Ac-countMate, Sage Accpac ERP, and Sage Pro ERP. Using radio-frequency scanners, it allows the warehouse/shop floor staff to instantly update the accounting system, ensuring that all users throughout the organization have the most up-to-the-minute information.

    About Executive Concepts Inc:

    Executive Concepts Inc. was established in 1988 with the objective of providing information system solutions to our clients. Our combination of business and technical expertise has allowed us to deliver on this objective.

    ACCU-DART is a result of years of experience in providing cost effective and efficient solutions to warehouse and manufacturing operations. We realized that there was a need to provide real time integration between the ware-house or shop floor, and the information system. ACCU-DART will revolutionize the way your operation runs.

    ACCU-DART Components:

    Hardware:

    ACCU-DART currently runs exclusively with equipment from Worth Data Inc. (www.barcodehq.com)

    We recommend using the 900MHz radio-frequency (RF) terminal and base station hardware. This approach provides a solution that is reasonably priced and easy to install and maintain. Each basestation can support 16 R/F devices, and simply plugs into the COM port of a PC. The base station can cover up to 300,000 square feet and relays can be added to extend coverage. The RF Terminal transmits data to the base station, which in turn, transmits data to the computer running ACCU-DART. Once ACCU-DART has processed the information, it will return a response to the base station to be relayed back to the RF Terminal in real-time.

    ACCU-DART for Sage Accpac ERP is also compatible with the 802.11 hardware from Worth Data.

    At a minimum ACCU-DART requires at least one RF Terminal and a base station to operate.

    Software:

    ACCU-DART is 100% modular, making it easy to purchase the exact functions needed to improve operations. Upon purchasing the required modules, you will receive the ACCU-DART setup.exe, along with authorization files (and acti-vation key) required to activate the product for your company.

    ACCU-DART integrates directly with the accounting system. There is no second database to maintain or reconcile, and the software is accessible from the accounting systems menu.

    ACCU-DART Modules:

    Please see our latest Price List for the most current available modules (see also: Using ACCU-DART Prompts)

  • 4

    Site Inspection:

    A site inspection allows you to evaluate your area of operation to ensure adequate communication between the RF Terminal(s) and the Base Station(s).

    To perform a site inspection, all that is required is a base station and power supply, and an RF Terminal. 1. Connect the base station to an A/C power outlet where you think the base station will be placed. For maximum range, it is generally recommended to place the base station upside down on the ceiling in the middle of the building 2. Turn on the RF Terminal 3. Press NO at the SIGN ON? Prompt 4. Press NO at the SETUP MODE? Prompt 5. Press NO at the ONE WAY MODE? Prompt 6. Press YES at the SITE TESTING? Prompt 7. Now you can walk around the building and press ENTER when you want to perform the test. The terminal indicates the percentage of successful transmissions 8. If the percentage is at least 85%, then you will have excellent results in the location tested. If you are not achieving the minimum percentage, consult the Worth Data Owners Guide for possible solutions.

    Radio-Frequency Hardware Configuration:

    **Please consult the Worth Data Owners Guide for detailed information on how to configure the base station(s) and RF terminal(s)**

    Base Stations:

    You can configure multiple RF terminals per base station. For optimal performance, it is not recommended to exceed 8-10 RF terminals on a single base station. If you require more than 8-10 RF terminals, it is recommended to purchase additional base stations and divide the RF terminals among them.

    If you are using multiple base stations, there are two configuration options available. You can attach more than one base station to a single computer if there are multiple serial ports on that computer; alternatively you can attach each base station to a separate computer. The second configuration allows staff to continue working with ACCU-DART, should one computer become unavailable for any reason.

    Each base station must have a unique channel (or frequency). By default, the channel is set to 0. To confirm the channel on a base station, unplug the power supply and then plug it in again. The light will blink 3 times plus the channel number. For example: if the channel is 1, it will blink 4 times.

    To change the channel (or frequency) of the base station, refer to Appendix A in the Worth Data Owners Manual: Channel and Jumper Changes.

    The Base station(s) plug into the COM port of your computer. If your computer does not have a COM port, you can use a USB to Serial Cable adaptor. We recommend the Keyspan USA-19HS.(http://www.keyspan.com/products/usb/USA19HS/homepage.spml)

    RF Terminals:

    To Begin Setup Mode: 1. Turn on the RF Terminal and press any key

    Installation

    http://www.keyspan.com/products/usb/USA19HS/homepage.spml

  • 2. Press NO at the SIGN ON? Prompt 3. Press YES at the SETUP MODE? Prompt 4. Enter the password: WDTRI by typing the letters on the keypad (note that the RF Terminal is already shifted to using letters).

    RF terminals must have unique terminal IDs for each base station. RF terminal IDs are set to 0 by default. When you turn on the RF Terminal, the opening screen will display the terminal ID.

    To change the RF terminal ID: 1. In Setup Mode (see above), press 1 for RF Terminal Setup 2. Press 0 for RF Setup 3. The first information displayed is the RF Terminal ID. Simply type in a new ID number for this terminal. For ACCU-DART, RF Terminal IDs can be single characters from 0-9 or A-F. 4. The new ID number/letter will now be shown. 5. Press F1 to save your changes and go back to the Setup Mode Menu

    To increase the efficiency of your operation, you may want to set the RF Terminal(s) to skip the opening screens and automatically start at the ACCU-DART login screen (instead of the RF Terminal sign-on screens).

    To skip the opening screens: 1. In Setup Mode (see above), press 1 for RF Terminal Setup 2. Press 0 for RF Setup 3. Press ENTER to skip past RF Terminal ID, RF Channel, and Security Code options to Skip Opening Screen 4. Press 1 for Go to Two-Way Mode (or sign-on) 5. Press F1 to save your changes and go back to the Setup Mode Menu

    ACCU-DART makes use of the arrow keys, including Begin and End. To enable these keys: 1. In Setup Mode (see above), press 1 for RF Terminal Setup 2. Press 6 for Other 3. Press ENTER to skip past options until Control Keys Only 4. Press 1 to enable Control Keys/Arrow Keys 5. Press F1 to save your changes and go back to the Setup Mode Menu 6. Press F1 to exit the SETUP MODE and sign on to the system

    ACCU-DART Software Installation

    Your copy of ACCU-DART should include the setup program (setup.exe) and at least one authorization file (RF.ECI for the RF version, and/or RFNO.ECI for the Desktop version). Sage Accpac users will also require an activation key to activate their software.

    1. Send a print-screen capture of the registered company information (including Database ID for Sage Accpac users) to [email protected] to receive the authorization files and activation key. 2. Run the Setup Program 3. Copy the authorization file(s) (RF.ECI and/or RFNO.ECI) into the appropriate directory: a. For older versions of AccountMate copy into the VAMSQL directory b. For newer versions of AccountMate copy into the AMSQL/ACCU-DART directory c. For Sage Accpac users copy into the RF53 or RF54 directories (as