RemoteCE ™

Handheld Operation

The RemoteCE sales order entry program consists of three separate forms. The forms are displayed in turn The Customer/Shipto selection, the sales order header form and the item detail entry. Each of the forms are covered in summary here.

1. Customer Ship-to Info and Address

This is the first form is the order process. The customer records along with their ship-to addresses are displayed and selected. All customer bill-to addresses are available. If a customer has ship-to addresses, they are also displayed here. In addition to address information, there is a second part to the form, the customer status. This shows the customers credit limit, recent A/R account balance. a contact name and whether the account is on hold. Tap on the <Status> button to get to this part and display the following form.

Operation

The screen function is to view customer information and to select a customer to be used on a sales order. The <Search> button presents the customer table in list form. The list can be sorted by Customer Number or by Customer Name. By tapping on the column titles, the list is resorted. To Seek to a particular spot in the sorting sequence, use the "keyboard" pad to tab on a first letter or number that the currently sorted column will skip to. For example, if the list is sorted by name, (tap on the CTNAME column and the double carrots "^^" appear), tapping on the "K" key on the keyboard pad, the list will be positioned in the K’s.

<Next> <Previous>

These buttons are used to step through the customer list in either direction from the currently displayed customer.

<Address> <Status>

These buttons are used to display the two different sections of the customer record, the address section and the customer status section.

<Order>

This button is tapped once to indicate the current customer/ship-to address record is to be used for the new sales order. This button takes you to the sales order header form.

2. Sales Order Header Form

This form is displayed once the customer record is selected. The basic order information is added here. The order number is an auto-incremented counter. Once the orders are brought into ACCPAC, the orders are sequentially numbered using the ACCPAC O/E scheme.

Operation

Use the keyboard pad or "Jot" to enter text into the order reference field or the comment field. The comment field also has some pre-defined comments to make the entry process faster. The pre-defined comments can also be amended using "Jot" or the keyboard. By Tapping on the date field, the system calendar form is displayed and the appropriate date can be selected.

<Details>

When you tap on the Details button, the program moves to the order detail entry form.

<Done>

When you tap on the Done button, the form returns to the "Customer Name and address" form. This order record is then ignored. If you return back to this form, the program automatically assigns the next working order number. You can use the Options/List drop-down menu to re-select the previous order number if you need to.

3. Sales Order Detail Form

This form is where the specific order item details are entered. The following form is displayed.

Operation

By tapping on the item description bar scroll arrow, the list of item numbers is displayed. Using "Jot" or the keyboard pad, you can enter a first letter of the description to position the item list.

Tap on the quantity ordered and quantity shipped fields to enter your quantity for this item. Tap on the unit of measure field to select a unit if it is appropriate.

<Search>

This button is used to bring up an item search form where you can search through the item table based on item description or item number. This new form also displays the current item price.

<Insert> <Delete>

Tapping on the <insert> button creates a new item line. Notice the "Detail lines" count increases. The field defaults blank for this new line. You can enter your new item number choice and quantity. If you decide you do not want the lines displayed, then tab on the <delete> button to remove it. You can look at all the details on the order by tapping on the Detail View Icon.

<Print>

Once your sales order is complete, tap the Print button to print out your sales order to the local printer.

<Done>

Tap on the Done button to return back to the Customer Ship-to address form and begin a new order.

<Header>

Tap on the Header button to return to the current order header information form.

Option/List

If you want to see all of the items just ordered, tap on the drop down menu Options/List. This will display all items pertaining to this order. You can select a specific item at this time by tapping on a line. You can also use the menu to de-select List.

Record/Close

Selecting this drop-down menu choice will close the form and discontinue the ordering process.

4. RemoteCE - Day End Process

Windows menu: RDDayEnd

The RemoteCE Day End program is used to export and clear the sales order tables on the CE device. This program must be done to pass the current sales orders to the desktop PC. The DayEnd process must be done before the CE device is returned to its cradle or an Email message is sent back to the head office to contain the orders. There are two Day End forms that are displayed to complete the process.

There are 4 steps in the Day End process.

Step 1 creates an ascii file of the order header table.

Step 2 clears the table. You may decide to delay the table clearing until the next day or the contents have been synchronized with the desktop PC.

The second form relates to the order detail table.

Step 3 will create an ascii file of the order details.

Step 4 will empty the order details file as the last step. Failing to empty the header file Step 2, and the detail file Step 4, causes the new orders to be added to the same files. The next time the End of Day Process is run all orders and details will be exported again possibly causing duplicates in ACCPAC.

Once the four steps are done, the CE device can be put into the CE cradle to synchronize with the desktop PC. At that time, the newly created ascii export files are sync’d into the desktop where the RemoteCE program running can pick them up and post them to ACCPAC.

Did you already go through the Installation?

Index