PanatrackerGP Inventory User Manual Panatracker GP V6

: Panatrack Panatrackergp V6 Inventory User Manual PanatrackerGP V6 Inventory User Manual

Open the PDF directly: View PDF .
Page Count: 75

Download
Open PDF In Browser	View PDF

PanatrackerGP Inventory
User Manual

1 / 75

Table of contents
General Inventory Set Up: Recommendations & Tips ................................................................... 3
General Terms .............................................................................................................................. 3
About Sites ................................................................................................................................... 4
About Multi-Bins ........................................................................................................................... 4
Setting Starting Inventory Quantities for Bins ....................................................................... 4
Directed Put-Away For Moves .............................................................................................. 5
Bins for Receiving ................................................................................................................... 5
Bins for Order Fulfillment ........................................................................................................ 5
About Transfers ............................................................................................................................ 5
Order Fulfillment Set Up .............................................................................................................. 6
Shipping Box Assignment ...................................................................................................... 6
Batch Pick ..................................................................................................................................... 6
Manufacturer Item Number .......................................................................................................... 7
About Posting ............................................................................................................................... 7
Panatracker Administration ............................................................................................................. 8
Administration Settings ............................................................................................................... 8
System Status ......................................................................................................................... 8
User Set Up ............................................................................................................................. 8
Diagnostics ........................................................................................................................... 10
Configure .................................................................................................................................... 10
Companies ............................................................................................................................ 10
Profile Set Up ........................................................................................................................ 10
Device Set Up ....................................................................................................................... 11
Transaction Setup ................................................................................................................. 12
Flex Fields ............................................................................................................................. 12
Settings .................................................................................................................................. 12
Inventory Setup ........................................................................................................................... 14
Transaction Logging .................................................................................................................. 15
Navigation ........................................................................................................................................ 16
Transaction Views .......................................................................................................................... 26
Receive Inventory ....................................................................................................................... 26
Add Inventory .............................................................................................................................. 29
Site Transfer ............................................................................................................................... 31
Item Bin Move ............................................................................................................................. 33
Bin Transfer ................................................................................................................................ 35
Transfer Container ..................................................................................................................... 36
Count Stock ................................................................................................................................ 37
Spot Count .................................................................................................................................. 39
Remove Inventory ....................................................................................................................... 40
WennSoft Intergration ................................................................................................................ 42
Vendor Return ............................................................................................................................ 43
Project Transfer .......................................................................................................................... 45
Query Inventory ........................................................................................................................... 47
Associate Mfg Item# .................................................................................................................. 48
Assemble .................................................................................................................................... 49
Fulfill Order ................................................................................................................................. 52
Batch Pick .................................................................................................................................. 56
Ship Order .................................................................................................................................. 57
Verify Order ................................................................................................................................ 59
Sales ........................................................................................................................................... 61
Directed Transfer ....................................................................................................................... 68
ASN Receiving ........................................................................................................................... 71
Support ............................................................................................................................................ 74

2 / 75

General Inventory Set Up: Recommendations & Tips
General Terms
Item
Item Tracking Option

Manufacturer Item
Number OR
Alternate Item Number

Bar Code

An inventory item set up within your Dynamics GP database. An item
can be received, moved, counted, used, and sold.
Items can be set up to be tracked by quantity, serial number or lot
number. Within the Panatracker application, the tracking option is
often identified within look up lists using:
Bulk: An item tracked by quantity only
Serial: An item tracked by serial number
Lot: An item tracked by lot number
Within Dynamics GP, your items are set up with an Item Number
based on how you would identify this item internally. The
manufacturer may also have an item number they identify for the
same item. Often this may be referred to as a UPC or the ‘bar code'
number since many times the manufacturer will bar code their item
number on their packaging. This item number can be stored within
Dynamics GP for cross reference.
Think of a bar code as another language or font.
- Panatrack (Century Gothic)
- Panatrack (Algerian)
- Panatrack (Times New Roman)

PANATRACK

(Panatrack as a bar code)

Site

Bin

Container
Mobile Computer

You can create a bar code for any field (such as site or bin), not just for
inventory items.
A Site typically represents a large general location, such as a
warehouse building. A site may also be set up to represent a
department or be virtual and represent a status for your inventory (InTransit, for example). Items will be transferred from one site to
another site.
A bin is location within a Site. If you have several warehouses, you
would potentially set up each as a Site. Within that site, you would
then have several locations. For example, Aisle 1, Section 2, Row 3
could be represented as bin A123.
This is a PanatrackerGP term for a “movable” or “temporary” bin.
Also referred to as “handheld” or “scanner”. This is the device that the
PanatrackerGP application operates on. These devices are small,
mobile computers than can easily be carried around and have
integrated bar code scanners.

3 / 75

About Sites
We see sites being used in a number of ways to manage inventory. Typically, a site is a physical location;
however, a site can be set up as a virtual site representing the status of inventory.
If you are transferring inventory from one site to another, you may want to consider setting up an “In
Transit” site ID. A transfer transaction from one site to another can be better tracked by transferring to
an “In Transit” site. The receiving site would complete a transfer transaction from the In Transit Site to
the physical site. PanatrackerGPs transfer transaction has 2 user-definable fields. One may be used as a
Reference ID that would be used to identify both transfer transactions and tie them together. You may
add these user-defined fields to your Smart Lists using Smart List Builder.
Sites may also be set up to represent inventory status, such as a hold for quality check clearance. A
designated physical area should still be assigned to meet best inventory management practices. Bin
locations may also be used within a physical site to represent a “virtual location.” However; if you want
to make sure inventory cannot be selected from a specific location, we recommend setting up a site. If
using multi-bins, keep in mind that at least one bin location will need to be set up for the “virtual” sites
also. For the In-Transit transfer transaction above, for example, In-Transit may be set up as the site ID
and each truck or carrier may be set up as the "Bin".

About Multi-Bins
When inventory is held in more than one location within a physical environment (site), Panatrack
recommends enabling the GP multi-bin capability. This provides the ability to track and manage
inventory more effectively. PanatrackerGP supports both a multi-bin and non-multi-bin environment.
When setting up multi-bins, consider setting default bin locations. Default bins can be set up for each
site and can also be set up for each item/site. PanatrackerGP supports bin defaults settings for:
· Purchase Receipts
· Sales Order Fulfillment
Bin Set Up Tip: For some transactions (such as order picking), a configuration option setting is
to sort the item pick list based on a default bin. We suggest that you set up bins in a numeric or alphanumeric order based on your physical layout to be able to take advantage of this capability to obtain
maximum efficiency.
Setting Starting Inventory Quantities for Bins
When going from a non-multi-bin to a multi-bin set up, your item-site-bin quantities must be set. Here
are a few options that may assist in making this transition:
· PanatrackerGP Move Transaction. When you enable multi-bins, a default bin will be assigned with
your initial item-site quantity. You may opt to use the Panatracker Move transaction to transfer
inventory FROM this default bin location to assign it TO the actual bin location.
· PanatrackerGP Inventory Adjustment-Add transaction. If you have never tracked inventory levels
before, you may want to take a physical inventory of your current items by using the
Inventory Adjustment-Add transaction to add your inventory into GP. (Either set up posting to “Post To”
the G/L if you do not want these transaction affecting your GP G/L. Otherwise, set up your inventory and
inventory offset accounts with the ability to easily identify these initial Inventory Adjustments as
loading your starting inventory quantities.) Inventory can be labeled at this time also.
In either option, you will want to consider how you want to get your current inventory labeled. One
option is to use Smart Lists and export your items to Excel. Using NiceLabel (the barcode design and
printing software sold with PanatrackerGP), you may print item labels directly from NiceLabel.
Be sure you have all bin locations bar coded. We recommend printing bar code for bin locations on a
synthetic label stock or have them pre-printed. Keep in mind that bin locations should be accessible for
4 / 75

scanning. Bin locations may need special labels, including reflective back label stock, mounted placards,
etc. Consider long-range scanners if bar codes for bins need to be mounted on high racks or outside the
reach of a standard scanner. Distance to read a d a bar code depends on both the scanner AND the size of
the bar code itself (and label material).
Directed Put-Away For Moves
Priority bin assignments can be set up by Item/Site in GP. A minimum and maximum quantity for each
priority bin can also be set up. On configuration option available on the PanatrackerGP Move transaction
is to restrict the “TO” Bin based on this set up. The “To Bin” lookup includes current quantities in each
bin. If a minimum and maximum quantity has been set up, the bin will be identified if there is currently
space available. Bins are sorted based on a combination of priority setting and vacancy. This
configuration setting provides a basic directed move.
Bins for Receiving
Our recommendation is to have a bin location that represents each physical receiving area. For example,
if you receive shipments into 3 receiving dock locations, we would recommend you set up a bin for each
(Example: Dock 1, Dock 2, Dock 3).
· If you have multiple physical receiving locations per site, we recommend that you do not set up any
Site or Item/Site Purchase Receipts defaults. Instead, have a bar code printed and available to scan
for each Receiving location.
· If you are setting up a single receiving bin location for each site, then set up a default Purchase
Receipts bin for the Site. This will automatically default on the receiving transaction.
Bins for Order Fulfillment
One configuration option is set the item pick list sort based on assigned item/site default bin (assigned
as the default Sales Order Fulfillment bin). Even if your inventory for an item is held in multiple bin
locations, we recommend that a primary bin for that item be determined and assigned as the default. A
query is available on the PanatrackerGP order pick transaction to view all bin locations with current
inventory. It is important to set up your bins in a numeric or alpha-numeric order based on the layout of
the warehouse.
If you are not using the GP multi-bin functionality, a Bin can still be assigned for the item for each Site.
PanatrackerGP does support display of this default bin at order picking.

About Transfers
Transfers are between sites. If you are physically moving inventory from one site to another site with
distance between, consider setting up an “In-Transit” site to identify when the inventory is traveling
between the sites. You may also want to consider the Panatracker Directed Transfer functionality
available as part of the PanatrackerGP Advanced Inventory solution.
Additional audit can be set up by assigning a control number for one of the user-definable reference
fields. Two transfer transactions would be completed. The first from the initiating site going “to” the InTransit site. Upon receipt at the destination site, a second transfer “from” In-Transit” to the destination
site would be completed.

5 / 75

Order Fulfillment Set Up
PanatrackerGP supports Orders, Fulfillment Orders, and picking against an Invoice. To use the standard
Order Fulfillment transaction, your order type must be set up to use a Separate Fulfillment Process.
Line items may be allocated; however, serial and lot numbers should not be pre-selected. Consider the
impact of allocations for move transactions prior to selecting this option if using multi-bins. Moves and
transfers have restrictions based on available quantity in GP.
There are a number of ways to manage order picking. Here are a few of the most common that can easily
be managed through PanatrackerGP's current configuration settings:
· Orders ready for picking are printed from GP. (The order number is modified to a bar code font). The
order number is then scanned and the paper document is abandoned for the actual order pick (order
is picked from the handheld pick list).
· Orders ready for picking are assigned a specific Batch ID. A configuration option for the order
available list can be set based on Batch ID. The Batch ID is updated once the order is picked;
therefore will drop from the available list.
· Order ready for picking are allocated. PanatrackerGP can be set up with the configuration option to
only display orders with items allocated. Note: You can allocate inventory without having to select
your serial and lot numbers. If you are using multi-bins, you cannot move a quantity that exceeds
the quantity available (on hand – allocated = available). Please consider if this will be an issue prior
to selecting this option.
There are also on-demand filters for orders. These include Site, Customer, Batch, and Ship Method, and
Ship Date.
Shipping Box Assignment
As part of the Order Fulfillment configuration, the option to assign a shipping box ID during the order
pick can be set up. Print serialized (carton, pallet, box) labels to affix to each container. Scan items to the
container. The tracking number can then be associated to the shipping box ID. This data can be used for
shipping applications or for printing packing lists for each box.

Batch Pick
You may group orders together to present a combined pick list. Orders grouped are not available within
the standard Order Fulfillment transaction. Panatrack uses a User Field on the Sales Order to identify
the group ID. Each order line is presented. Same items are grouped together in the pick list. This will
provide the ability to identify quantity for each specific order. Based on the number of orders in the
group, each order is assigned a container and the picker is directed to pick to the specific container
assigned to each order.

6 / 75

Manufacturer Item Number
Within Dynamics GP, you have the option to set up alternate item number cross reference numbers.

On all transactions, if a set up alternate item number is scanned or entered, the Panatracker application
will return the corresponding GP item number (as long as the manufacturer item number is unique).
This is an ideal option to re-labeling received inventory if it arrives with a bar code item number already
assigned.

Based on configuration set up, at Receiving, a manufacturer item number can be associated to a
Dynamics GP item number. Under Tools, an Associate Manufacturer Item transaction is available to
complete creating associations to your existing inventory.

About Posting
Although the transactions are created or updated directly to Dynamics GP, they are assigned to a Batch
ID based on configuration set up. Posting is completed within GP directly.
It is possible to add automated posting to Dynamics GP using third party posting solutions available in
the market.
· Process Scheduler available from mc2 Software: www.mc2software.com
· Post Master available from Envisage Software Solutions: www.envisagesoftware.com
· SmartPost available from eOne Solutions: http://www.eonesolutions.com
These solutions will provide the maximum flexibility for your posting. Select the transactions to post as
well as the frequency. If you add new employees, you can assign a Batch ID that is not included in the
automated posting to check the transactions submitted by those employees prior to automating their
work.

7 / 75

Panatracker Administration
If you do not know the current address of your PanatrackerGP Portal, it can be located on the System
Status Page, in the Admin Menu of a Handheld Device, or in the test email created during your
implementation.
My Portal Address: _________________________________________________
Default Administrator: administrator
Default Password: admin.1

Administration Settings
System Status

This page is used during the initial install and identifies the key Panatracker setup details including the
current Panatracker version release. License details can be found here also. It is rare to ever visit this
page once install is complete other than to find the version information or to load a new license key. A
new license key file would be provided via email with addition of features or number of device licenses.
Upgrades versions will require a more involved interactive process.
User Set Up
User setup for the Panatracker solution is completely independent to Dynamics GP. Transaction access
is managed by profile set up. Users do not need to be set up in your Dynamics database. The device,
profile, and user (when using logins) is recorded as part of your transaction logging.
A user set up in Panatracker may be a user to access the Panatracker Transaction Manager portal.
Various security options are available. A user may also be set up to login into the device client. Users
may be set up for both.
In most cases, the administrator login which is setup initially is shared by any system administrators.
8 / 75

Separate logins can also be created if needed. For setting up user to login to the device, it is
recommended to keep he login ID and password simple.

To add a new user, simply click New. Complete the form including profile assignment.
You may also Edit an existing user by clicking on Edit.
Username, Profile assignment, and Password are required fields. The four checkbox options support
access to the Panatracker Transaction Manager. If none are checked, the user is used for the handheld
application only.

9 / 75

Diagnostics

This page includes diagnostic tools for Email, host connection, and label printing. Typically a
representative from Panatrack will be working with you on any additional diagnostic requirements.

Configure
Companies
On the initial install, any Dynamics GP company databases in the installed domain would be set up here.
A company will be defined for each profile set up. A profile is assigned to either a device or user. If
adding a new company database, a new profile may need to be set up or an existing profile modified.
Profile Set Up
A profile is assigned various configuration settings including field defaults and what transactions are
enabled. The profile identifies the Dynamics GP company database that the profile is set up to complete
transactions against. When Panatracker is originally implemented, a profile is set up for each of your
organizations company databases. In most cases, this is your live production company database and
often a test company database. These profiles are identified by the company database.
However, you may set up profiles based on other criteria. This may include:
· User or a group of users that will share the same configuration setup based on location.
· User or group of users that will share the same configuration setup based on job.
· User or group of users based on available transactions to access.
More than one user can share a profile. It is recommended to keep the profile setup simple to start with
until all of the various profile configurations have been reviewed. As you go through the configuration
settings, identify if different users or group of users would be set up different than others. This will
assist in defining your profile set up.
If you are NOT using the client device login, profile set up will be based on that assigned to the device.
In most cases, your profiles will be dictated based on company database and location
You may set up unlimited profiles.

10 / 75

Typically at install, at least two (2) profiles are set up based on a company. One for the production
company and one for the test company. To set up a new profile, simply click Add new record.
Enter the Profile Name and Description. Keep in mind how you will be using profiles to come up with a
naming convention that makes sense based on if the profile will be associated with a user, company,
site, or any other type of set up.

Device Set Up
Panatracker is licensed by server and by client. A client licenses is required for each active device.
11 / 75

When the client software is installed, the device is automatically registered in the Panatracker
Transaction Manager under Devices. A default profile must be assigned to the device and the device
must be checked as active. Return here to change profile assignment for the device.
Devices can also be flagged to use a login. In this case, the login user profile settings will override the
device assigned profile.

Transaction Setup
Transactions are automatically created or updated to Dynamics GP upon transaction [Submit] from the
mobile application. To hold a transaction at a “Pending” status in the Panatracker logging database (i.e.
does not get submitted automatically to GP), unflag the corresponding “Auto Submit” for the
transaction. Submit to GP will be required through the Panatracker transaction log page.
Panatracker will generate transaction numbers in GP separate from the native GP transaction
numbering. This is done to differentiate transactions entered from the Panatracker interface from those
entered directly in GP. Each transaction type has a prefix assignment. This prefix can be changed under
the Transaction Setup tab. The next sequence number can also be adjusted as needed.
Flex Fields
Flex Fields are user definable field. Most transactions have anywhere from 1 – 5 Flex Fields available to
set up. Each transaction is listed with the corresponding Flex Fields available. Click the edit icon to
change the Field Name and Behavior.
These fields may be set up as Required, Optional, or Disabled.
Entry for these fields is bar code scanning or key entry.
More advanced set up is available that would allow set up of a customized look up list. A corresponding
Stored Procedure and Validation Stored Procedure would be required to set this up.
Settings
All configuration settings are listed here. These settings are typically set once upon installation and are
rarely adjusted.
Settings are listed alphabetical by Setting Name, but can be listed by any column by clicking on it. A
description is provided. See the Configuration Setting documentation for additional information on
these settings.
Groups are Inventory, LabelPrinting, OrderFulfillment, SystemControl, MobileSales, FixedAssets,
ReportPrting, DataIdentifier, & ConnectedSales. These represent the types of transactions or features of
Panatracker the settings configure.
All companies or profiles will share the Default Value listed unless the Overridden column indicates
‘Yes' for an override. Most settings are Profile related, as identified by the Target Column, indicating
which aspect of Panatracker they configure.
12 / 75

As you go through these configuration settings, your profile set up will become more obvious.
Identify during your set up if you need a different setting for a user, group of users, or locations.

For any setting column, you can apply a filter to find a specific setting more quickly. A filter can be
applied on all of the columns expect description. To bring up this menu click the
icon in the
respective column. Each column allows you to filter two ways depending on the options available.
To edit any of the settings, select the

button and make changes in the new screen.

The “default” setting will apply to all profiles or companies unless otherwise specified; therefore set
the default to what will be shared by most, if not all. In most cases, options are a presented in a drop
down list, including true/false. Select fields will require entry such as Batch ID assignment and default
Site. In cases such as Default Site, be sure to enter a corresponding valid GP entry.
The [Save} Button will save your changes and bring you back to the settings page.
The [Cancel] Button will bring you back to the settings page, but will ignore any changes made.

13 / 75

Inventory Setup
Reason Code set up is located here. You can create a list of Reason Codes for Add Adjustment, Remove
(Usage) Adjustment, Vendor Returns, Replenishment, and Fulfillment Shortage. Navigate through the
tabs to select the appropriate transaction.
To a new reason code select the add new record and fill in the appropriate information.
The

icons allow you to edit and delete a Reason code. The

any changes made to a reason code, while the

icon allows the user to save

is used to cancel any changes.

14 / 75

Transaction Logging
Every transaction initiated on the handheld is logged in detail in the Panatracker Transaction Manager.
This is a SQL database and additional reporting can easily be set up from the transaction logs directly.
Each transaction has its own page. The transaction log will include the date and time for the transaction
and also logs:
· Transaction Code (the corresponding GP transaction number created in GP)
· Status
In Progress

Succeeded
Discarded
Failed

Pending

·
·
·
·

As soon as the transaction data capture begins, the transaction log is
initiated. In Progress status remains until the transaction is
submitted to GP or discarded (if abandoned)
Successfully created or updated in Dynamics GP. Corresponding
Transaction code is assigned.
For transactions that have been abandoned, the ability to set as
"discarded is provided.
Failed to be created or updated in GP. Email notifications
automatically triggered to set up administrators. Failed transactions
can be re-submitted from the web portal.
If configured not to auto-submit, adds Submit link to manually
submit the transaction to Dynamics .

Profile assignment when transaction was processed.
Device Name
User Name (if User Login is being used)
Header details (PO, Reference fields, etc.

The
expands to view the transaction line details.
Edit and Discard is available for “in progress” transactions.
Edit, Discard, and Submit is available for “failed” and “pending” transactions.
A filter can be applied on most of the columns. To bring up this menu click the
icon in the respective
column. Each column allows you to filter two ways depending on the options available. Click on the
Clear Filter Button to remove any filter in that column.

15 / 75

Navigation
Launch PanatrackerGP
To launch PanatrackerGP Select the application from your Windows Mobile Start Menu.

The Application Splash Screen will appear as
PanatrackerGP loads. Here you are presented with the
Application Loading Status as well as the current
Version Number.

16 / 75

User Login

If User Login is enabled for the handheld, a login screen will be displayed. Enter User Name and
Password by either the hardware keypad or popup keypad. These fields also accept a bar code scan.

The assigned profile settings for the user will be accessed and loaded to the handheld.
A network connection is required.
The Main Menu will display. Use the Touch Screen to access the associated transaction menus.
[Exit] to return to the login screen or exit the application (if not using users)
It isn't necessary to log out of the Panatracker application completly unless there has been a
change to configuration setting or a new version release has been provided.
When not using the handheld, keep it in the charging station. This will ensure that the units stay
charged.

17 / 75

Hardware Buttons
The following keypad configurations are based on the most popular units, please reference
documentation provided with the Mobile Computer for details

1. Scanner Button
2. Esc (used to clear a field and move back a field) [Does not appear on Motorola MC55 & MC65 or
Honeywell Scanphone 6000 Mobile Computers]
3. Backspace (used to clear a field and move back a field)
4. Enter (to accept key entry or selection from look up or move to next field)
5. Power Button
6. Down Button (to open a look up list)
7. Navigation (to navigate through lists)

18 / 75

Administration Menu
From the Main Menu, tap Admin.

Then tap on the Test Scan Icon.
This tool will provide new users not familiar with using a barcode scanner, the ability to become familiar
with barcode scanning. They can easily master the scanning technique. No data is captured here. Only
the information contained within the barcode will be displayed.
To scan simply aim the device and press the yellow
button in the center of the keypad; Scanning buttons
can often be found on the side of mobile computers as
well.
If printing your own barcode labels, this tool can also
provide the ability to confirm the barcodes are set up
correctly and are scanable.
You may set up bar code labels to test scanning using a
bar code label design and printing software package.
If you haven't purchased the label printing functionality,
you can download a demo version of the software from
www.nicelabel.com.
You will only be restricted on the number of labels you
can print at a time.
You can create a label scanning test sheet for practicing.
You may also use this software to create bar codes to
scan for sites, bins, or any other data you may need to
enter.

Status

The Admin Menu also allows you to check the status of your PanatrackerGP Application, including
Version, Network, device and profile status. This data may be helpful should you ever contact Panatrack
Support (Support@panatrack.com)

19 / 75

Transaction Navigation
The Main PanatrackerGP Menu is set up to access transactions based on functionality

The topmost bar of the screen is the Windows Mobile Status
Bar. This displays the current application running, wireless
connectivity, volume indicator, battery strength and time.
Consult your owners manual for additional information
regarding the staus bar.
At the top of the application is text that Identifies which
menu screen or transaction you are currently on.
Tap the yellow buttons to access menus or transactions.
Screen menu navigation. If [Exit] is displayed on the lower
menu bar, navigation between other screen menus will be
available on the screen. When both the menu and screen
display Exit, exit will be out of the Panatracker application.
The current Profile and User is displayed on the bottom of
the menu screens.

Lower Menu Bar
· The windows button will return you the device start screen.
· [Exit] exits the Panatracker application. [Back] will return to previous menu.
· Center icon accesses popup keyboard. In some cases, it may also indicate CTRL keys are
enabled.
· [Synch] is only used for Mobile Inventory, Mobile Sales and Fixed Assets.
Once in a transaction screen, the recommended method of navigation is to use the barcode scanning.
No additional key entry is required when scanning is used. The field is populated and validated and
focus is automatically set to the next field.
Some fields may have defaults assigned. The default assignment is highlighted so you may simply scan
or enter a different option without the need to clear the field.
To accept the default, simply use the [Enter] key on the handheld keypad.
To select an alternate look up option, be sure to use the [Esc] or Bksp] to clear the field first. If the
look up list is open, use the [Clear] on the look up window.
By using the [Enter] key to move through the fields, each field will properly be validated.
If skipping a field, USE THE ENTER KEY. This is the recommended option versus tapping into a field
further down in the transaction. By using the ENTER KEY, each field will be validated in the appropriate
order. There are very few (if any) fields that will be optional for any specific transaction.
The keypad (unit and screen pop-up) can be used to key enter information in any field. Most often this
will be limited to a Quantity field.

20 / 75

Fields represented with a button label has an associated look up list available.

To access the look up list, simply use the DOWN ARROW on the handheld keypad OR tap the button icon
(circled in red above).
Look up fields also have type-ahead filtering. Enter the first few characters of the information you are
looking for to minimize the look up list. This can be completed either before opening the look up list or
after the list is opened or combination of both When opening the look up list before any entry, you can
also use the barcode scanner in the data capture list field.
Once the needed selection is found, either use the Enter key on the handheld to select the highlighted
selection or tap the [Select] button on the screen.
[Cancel] returns to the main transaction screen. [Clear] will clear any characters entered for the typeahead filtering feature

There is a configuration setting which limits the number of records displayed in the look up list.
This can be adjusted if needed. see DataPageSize
Some fields may have defaults assigned. The default assignment is highlighted so you may simply scan
or enter a different option without the need to clear the field.
IMPORTANT: To select an alternate option from the look up list, use [Esc] or [Bksp] to clear the default.
The [Clear] in the look up list view will also clear the default.
To accept the default, simply use the [Enter] key on the handheld keypad.
By using the [Enter] key to move through the fields, each field will properly be validated.
21 / 75

Do Not tap the screen to select the next field
An error will trigger a warning message. This is most often due to a field left blank. These messages will
present the user with either a [Yes] / [No] option or a [Continue] button. Any field that has produced an
error message will be highlighted in Red until the user selects a field.
If a message requires a [Yes] or [No] selection, the [No] will always be highlighted and therefore
selected with the [Enter] key. The user must tap [Yes] to select.

22 / 75

Look ups typically have additional information available. For example, item look ups will display
associated quantities (PO Expected to Receive, Item On Hand/Available, etc.)
By scanning or selecting the entry and then
using the look up (which is now filtered by the selection),
you can access the additional information quickly without
the need to scroll through a list.
Most transactions have a Review Screen. The user can
access the progress of a transaction any time.
[Back] to return to the transaction data capture screen.

In some cases the action button allows a user to reduce or expand the screen. The default view is
expanded. Selecting this button will hide the row with the [Details] and [Submit] buttons

23 / 75

On the Review Screen, tap a line item to expand to show additional information. Tap the [Details] icon
to access the data capture details for the selected line item.
For items not tracked by either a lot or serial number, a detail entry is made each time the item was
selected and a quantity entered. Serial tracked items will display serial details, and Lot tracked items, lot
details.
· [Remove] will remove the selected detail from the transaction completely.
· [Back] to return to the transaction review.
From the Review Screen, the [Submit] button will submit the transaction to Dynamics GP.

A Transaction Succeeded message will display.
Corresponding GP transaction number is displayed as part of the success message
If a Transaction Failed message displays, dismiss the message to start your next transaction.
An email notification will be sent out for any failed transactions. Data captured for the transaction is
stored safely in the Panatracker Transaction Log. The transaction can be re-submitted from there.

24 / 75

Item Quantity Tracking

Unit of Measure [UOM] can be configured based on UseUOMForInventory, UseUOMForLots,
UseUOMForOrderFulfillment, UseUOMForReceiving, & UseUOMForSotckCount
Based on these configurations UOM can be set as Read Only or Default.
Data capture is presented based on the item tracking type.
· Bulk = Quantity (An item not tracked by serial or lot number is referred to as "Bulk" for the item
tracking option.)
· Serial = Serial Number
· Lot = Lot Number + Lot Quantity with optional Lot Attributes
For Bulk Tracked Items, enter quantity. After submitting by
pressing Enter on the keypad the Item Number will reset.

For Serial Tracked items, continue to scan serial numbers. Count
for serial numbers is displayed below serial number capture
field. When complete, tap the green arrow to reset to Item
Number.

For Lot Tracked Items, enter Lot #, Quantity, and Lot Attributes.
After submitting by pressing Enter on the keypad the Item
Number will reset.
These attributes are Configured by LotAttributesEnabled,
LotExpireDateEnabled, LotMfgDateEnabled, LotQuantityDefault,
WarnForExpiredLot, & WarnForExpiredLotDays

25 / 75

Transaction Views
Receive Inventory
(Inventory In)
Submit of the completed transaction will create a Receiving Transaction. When posted, inventory
quantities and details will be added to on hand and available in GP, Batch assignment can be set by
profile and configured under Settings: BatchCodeForReceiving. If none entered, current date is used.
Transaction sequence prefix default is “RCV” and may be changed under Transaction Setup.

Screen 1
Printer

Displayed and required when LabelPrintingForReceivingEnabled is set to 'True'

Site Filter

This field is used to filter the PO list and PO items by site. This field may be defaulted based on
DefaultReceivingSite. If not configured, DefaultSite will be used. This field may be read only based
on configuration of AllowChangeSite. If receiving without a Purchase Order
(AllowReceivingWithoutPO = “true”) Site is required for the transaction.

Vendor Filter

Entry in this field will filter the PO look up list for open POs by Vendor ID selected. This field is
optional when receiving against a PO; however, if receiving without a PO,
(AllowReceivingWithoutPO = “true”) then Vendor is required.

PO

Required to receive against open PO. May be left optional is AllowReveivingWithoutPO = 'True'
When receiving without a purchase order, Site and Vendor will be required. User will be prompted
to confirm receiving action without PO.

Vendor Doc#

Setup is FlexField1 under FlexField set up. Entry in this field populates the Vendor Document
Number on the Receiving transaction. Behavior is set on FlexField set up. Note: If setting
ReceiptType = ReceiveAndInvoice, this must be set up as a required field.

26 / 75

Screen 2
Item

Required. Validation is based on PO line status and remaining expected quantity. Warning message
returned to user for quantity greater than remaining expected.
Note: AllowMfgCodeAssignments = “true” will prompt the user when an item number not set up in
GP is entered. Reference Manufacturer Item Number information for more details

Bin

Required when multi-bins are enabled in GP. Default setting is based on ReceivingBinChoice
setting. Options is Site, Item/Site, or Last Entered.

UOM

Required. Default will be the PO Setup UOM for the item.
Read only unless UseUOMForReceiving is set to 'True'. When selecting an alternate UOM, the
receive quantity and remaining expected will be updated based on the PO item UOM. For example,
if the PO UOM is Each and the user enters a Case which is equivalent to 10 Each, 1 Case will update
the quantity received to 10 Each and lower the expected remaining quantity by the same 10 Each.

Quantity

Displayed when item tracking is "bulk".
Key entry required when AllowScanInQuantityField = 'False'
No prompt and will count item scans when BulkItemAutoSaveAtReceiving = 'True'
Validation is based on the Remaining Expected Quantity on the purchase order

Lot

Displayed when item tracking is "Lot".
Other lot tracked settings: UseUOMForLots, LotMfgDateEnabled, LotExpireDateEnabled,
LotAttributesEnabled

Serial

Displayed when item tracking is "Serial"
Focus remains on serial field and serials scanned counted until user selects

Notes

After the first item is entered, focus returns to Item field. Continue to add items as needed for this
transaction.
When transaction is complete go to [Review]

27 / 75

Review Screen (3)

No Pick Activity
Partial Pick
Pick Complete

Notes

The check boxes on top allow the user to see only the transaction that have been received [View
Receipt] or only the transactions that are not received yet [No Receipt Activity]
Select the [Submit] button to end the transaction.

28 / 75

Add Inventory
(Inventory In)
Submit of the completed transaction will create an Inventory Transaction. When posted, inventory
quantities and details will be added to on hand and available in GP, Batch assignment can be set by
profile and configured under Settings: BatchCodeForAdjustments. If none entered, BatchID will be
assigned based on the FlexField1 entry. If no Batch ID and FlexField1 is empty, current date is used.
Transaction sequence prefix default is “A” and may be changed under Transaction Setup.

Printer

Displayed and required when LabelPrintingForAddAdjustmentEnabled is set to 'True'

Item Class

Visible when UseItemClassCodes is set to “true” Default setting = “false”. Optional filter for the Item
look up and validation based on a selected Item Class.

Reason

Set up the list of Reason Codes under Inventory>>Inventory Setup>>Add Reasons
May be set as optional or required based on setting AdjustmentReasonRequired

FlexField1 & FlexField 2

Displayed based on configuration setup: Configure>>FlexFields
Shown in example above as User ID & WorkOrder

Site

Required. This field may be defaulted based on configuration setup: DefaultSite
May be set to read-only based on configuration setting AllowChangeSite

To Bin

Required when multi-bins is used in GP.
29 / 75

Item

Required. Validation is based on Site selected.

UOM

Required. Default will be Base UOM for the item.
Read only unless configuration setting UseUOMForInventory = 'True'

Quantity

Displayed when item tracking is "bulk".
Key entry required when AllowScanInQuantityField = 'False'
No prompt and will count item scans when BulkItemAutoSaveAtAdjusment = 'True'

Lot

Displayed when item tracking is "Lot".
Other lot tracked settings: UseUOMForLots, LotMfgDateEnabled, LotExpireDateEnabled,
LotAttributesEnabled

Serial

Displayed when item tracking is "Serial"
Focus remains on serial field and serials scanned counted until user selects

# Labels

Displayed and required when LabelPrintingForAddAdjustmentEnabled = 'True' for bulk and lot tracked
items.
Defaults may be presented based on LabelPrintQuantityDefaultEnabled & LabelPrintQuanitityDefault
Settings

Notes

After the first item is entered, focus returns to Item field. Continue to add items as needed for this
transaction.
when transaction is complete go to [Review] to complete select [Submit].

30 / 75

Site Transfer
(Inventory Track)
Submit of the completed transaction will create a Transfer Transaction in GP. When posted, inventory
quantities and details will be updated based on To and From Sites defined., Batch assignment can be set
by profile and configured under Settings: BatchCodeForTransfers. If none entered, current date is used.
Transaction sequence prefix default is “XFR” and may be changed under Transaction Setup.

Printer

Displayed and required when LabelPrintingForTransferEnabled is set to 'True'

Item Class

Visible when UseItemClassCodes is set to “true” Default setting = “false”. Optional filter for the Item
look up and validation based on a selected Item Class.

FlexFields 1 & 2

Displayed based on configuration setup: Configure>>FlexFields
Shown in example above as User ID & Reference.

From Site

Required. This field may be defaulted based on configuration setup: DefaultSite
May be set to read-only based on configuration setting AllowChangeSite = False.
Restrict the sites available with configuration TransferToSiteList. If none defined and AllowChangeSite =
True, all sites are available to select.

From Type

Defaults to On Hand. Visible when AllowTypeTransfer = True. Is not displayed when setting is “false”.

Shipping Method

Visible when configuration setting CaptureTransferShippingMethod is set to “true”. This is an optional
field. It will not be displayed if setting is “false”

31 / 75

To Site

Required. Additional field validation may be added with TransferFromSiteList. If none set, then any site
in GP can be selected.

To Bin

Required when multi-bins are used in GP. Validation is based on To Site.

Item

Required. Validation for quantity available is based on the From Site defined.

From Bin

Required when multi-bins are used in GP. Validation for available quantity is based on the From Site and
Item selected.

UOM

Required. Default will be Base UOM for the item.
Set as read only unless configuration setting UseUOMForInventory = 'True'

Quantity

Displayed when item tracking is "bulk".
Key entry required when AllowScanInQuantityField = 'False'
Allow use to accept a quantity greater than available (bulk inventory only) by setting
AllowTransferOverride = 'True'

Lot

Displayed when item tracking is "Lot". Validation is based on the Site and Item selected. Quantity
validation is based on the lot selected. Transaction quantity cannot exceed the Lot Quantity Available.
The available Lot Quantity can be set to default by setting the LotQuantityDefault setting to “true”. For
the look up list, set the Lot Sort Order under setting LotSortOrder with options for Expire Date, LotCode,
Location, LeastQuantity

Serial

Displayed when item tracking is "Serial"
Focus remains on serial field and serials scanned counted until user selects
Validation is based on serial number scanned as available. From Bin prompt will be disabled for serial
tracked items.

32 / 75

Item Bin Move
(Inventory Track)
This transaction moves items from one bin to another bin within the same Site. This transaction is a
process in GP and requires no additional processing. Each item will be processed and quantities updated
immediately. No Batch set up is required. Logging is maintained with the Panatracker logging database.
Internal transaction sequence number prefix is “MIV”.

Printer

Displayed and required when LabelPrintingForTransferEnabled is set to 'True'

Site

Required. This field may be defaulted based on configuration setup: DefaultSite
May be set to read-only based on configuration setting AllowChangeSite

Type

Required. Default is OnHand. Standard navigation does not prompt for Type.

Item

Required. Validation is based on the Site.

From Bin

Required. Validation is based on the Site and Item

UOM

Required. Default will be base UOM for the item.
This field is set to read only unless UseUOMForInventory is set to 'True'

Quantity

Displayed when item tracking is "bulk".
Key entry required when AllowScanInQuantityField = 'False'
33 / 75

Lot

Displayed when item tracking is "Lot".
Other lot tracked settings: UseUOMForLots, LotMfgDateEnabled, LotExpireDateEnabled,
LotAttributesEnabled

Serial

Displayed when item tracking is "Serial"
Focus remains on serial field and serials scanned counted until user selects

To Bin

Required. Validation is based on the Site. Additional validation may be defined based on Priority Bin set
up in GP. When priority bins are assigned for the item and configuration setting PrioritizePutAwayBins =
‘true' If user selects a bin not set up as a priority bin, a warning message will be displayed; however
alternate bins can be selected.

Labels to Print

Displayed and required when LabelPrintingForMoveEnabled = 'True' for bulk and lot tracked items.
Defaults may be presented based on LabelPrintQuantityDefaultEnabled & LabelPrintQuanitityDefault
Settings

34 / 75

Bin Transfer
(Inventory Track)
The Bin Transfer provides the ability to complete an inquiry on all items and quantities within a bin.
Option to then “transfer” all items from that bin to another bin under the same site without scanning or
selecting each item and item details. ALL items will be moved to the destination bin. On Hand and
Available Quantities MUST match for ALL items to complete a transfer transaction.

Site

Required.

Bin

Required. Bin selection retrieves and displays ALL items in that Bin and On Hand and Available
quantities.
For Serial or Lot items, tap on the corresponding item line in the view and access the lot or serial details
under the [Details] button on the lower menu.

To Bin

To move all items, confirm On Hand and Available quantities match for all items in the selected Bin.
Then select the destination bin location. Confirm the move.

35 / 75

Transfer Container
(Inventory Track)
Available within multi-bin environments only. This transaction provides the ability to “group” items
under a designated “container” bin. The bins identified to be available for this transaction are set under
“ContainerFilter” configuration setting. Only bins matching the pattern(s) defined can be used within
this transaction. A standard Site Transfer transaction will be created. The transaction sequence prefix is
set under TransferContainer with default setting of “TXC”. This transaction shares the same Batch Code
Assignment with the standard Site Transfer: BatchCodeForTransfers.

Site

Required.

Container

This is the Container Bin. Validated based on the ContainerFilter defined.

To Site

The destination Site for the Transfer. The same Container Bin will automatically be created for the
destination site if it does not exist.

Note

All items within the Container Bin MUST have both On Hand and Available quantities be the same to
complete this transaction. Submit will create the Site Transfer in GP for ALL items in the Container Bin.

36 / 75

Count Stock
(Inventory Track)
This transaction uses the Stock Count Schedules set up in GP. This transaction does not have a “submit”.
The GP Stock Count Entry is updated in real-time as the counts are captured. Review and processing of
variances will be completed in GP.

Stock Count

Required. This field allows the user to select from any stock counts that have been started in GP.

Site

Available Sites depend on the Sites set up on the Stock Count Schedule. Note that the Site look up will
indicate the number of items to be counted.

Bin

When using multi-bins in GP, Bins to count are based on the Stock Count Schedule set up. The same as
the Site, the number of items in the bin will be identified in the Bin look up.

Item

Items to verify are based on the Stock Count Schedule set up. Once a count has been entered on the
item, if it is selected again, the user will be prompted to Add to Count OR be able to Replace the Count.
If the item is Lot tracked, all related lots must be verified before the item is marked verified complete. If
the item is serial tracked, the user will have the option to enter an item level count first. If it matches to
GP, all serials can automatically be validated without individual scans. If the count does not match, all
serials must be verified. The user may also select to scan every serial instead of entering a pre-count.
If the item is listed on the Stock Count Schedule, but not found, the user may enter a quantity of 0 to
mark the item as verified.

UOM

Required. Default will be Stock Count Schedule UOM for the item.
This field is set to read-only UseUOMForStockCount= 'True'. If using an alternate UOM, the count will be

37 / 75

calculated back to the Stock Count UOM. For example, if the Stock Count Schedule is set for Each and the
user enters Case, equivalent to 10 Each, 1 Case will be returned as a count of 10 Each.

Quantity

Displayed when item tracking is "bulk".
Key entry required when AllowScanInQuantityField = 'False'
No prompt and will count item scans when BulkItemAutoSaveAtStockCount = 'True'

Lot

Displayed when item tracking is "Lot".
Other lot tracked settings: UseUOMForLots, LotMfgDateEnabled, LotExpireDateEnabled,
LotAttributesEnabled

Serial

Displayed when item tracking is "Serial"
Focus remains on serial field and serials scanned counted until user selects

Notes

After the first item is entered, focus returns to Item field. Continue to add items as needed for this
transaction.
when transaction is complete go to [Review] to complete select [Submit].

38 / 75

Spot Count
(Inventory Track)
This transaction is designed to complete a simple one-step spot count for an item. It was created for
multi-bin environments; however, it is not required. The user will be presented with the Expected
Quantity retrieved from GP. Entry of the count quantity will then create an Adjustment transaction in
GP. BatchCodeForSpotCounts is separate than the standard adjustment transactions. The sequence
prefix is also uniquely set up under Transaction Setup. The default is “SPT”.

Site

Required.

Type

Default is set to OnHand

Item

Required. Validation based on the Site selected.

Bin

Required when multi-bins are used in GP. Validated based on site. All bins are available in the event of 0
or negative quantities in GP which require adjustments.

UOM

Required. Default will be base UOM for the item.
Option to select alternate if UseUOMForInventory = 'True'

Quantity

Displayed when item tracking is "bulk".
Key entry required when AllowScanInQuantityField = 'False'
No prompt and will count item scans when BulkItemAutoSaveAtAdjusment = 'True'

Notes

Entering a quantity will submit the transaction to GP and return focus to Site.

39 / 75

Remove Inventory
(Inventory Out)
Submit of the completed transaction will create an Inventory Transaction. When posted, inventory
quantities and details will be removed from the on hand and available in GP, Batch assignment can be
set by profile and configured under Settings: BatchCodeForAdjustments. If none entered, BatchID will
be assigned based on the FlexField1 entry. If no Batch ID and FlexField1 is empty, current date is used.
Transaction sequence prefix default is R” and may be changed under Transaction Setup.

Item Class

Visible when UseItemClassCodes is set to “true” Default setting = “false”. Optional filter for the Item
look up and validation based on a selected Item Class.

Reason

Set up the list of Reason Codes under Inventory>>Inventory Setup>>Usage Reasons
May be set as optional or required based on setting AdjustmentReasonRequired

FlexFields 1 & 2

Displayed based on configuration setup: Configure>>FlexFields
Shown in example above as User ID & WorkOrder

Site

Required. This field may be defaulted based on configuration setup: DefaultSite
May be set to read-only based on configuration setting AllowChangeSite

Item

Required. Validation is based on the Site selected.

From Bin

Required when multi-bins are used in GP Validation is based on the Item and Site selected.

40 / 75

UOM

Required. Default will be Base UOM for the item.
Read only unless configuration setting UseUOMForInventory = 'True'

Quantity

Displayed when item tracking is "bulk".
Key entry required when AllowScanInQuantityField = 'False'
No prompt and will count item scans when BulkItemAutoSaveAtAdjusment = 'True'

Lot

Displayed when item tracking is "Lot". Validation is based on the Site and Item selected. Quantity
validation is based on the lot selected. Transaction quantity cannot exceed the Lot Quantity Available.
The available Lot Quantity can be set to default by setting the LotQuantityDefault setting to “true”. For
the look up list, set the Lot Sort Order under setting LotSortOrder with options for Expire Date, LotCode,
Location, LeastQuantity

Serial

Displayed when item tracking is "Serial"
Focus remains on serial field and serials scanned counted until user selects
Validation is based on serial number scanned as available. From Bin prompt will be disabled for serial
tracked items.

41 / 75

WennSoft Intergration
JobTrackingAddOn is set to “WennSoftIntegration” additional fields for WennSoft will be available on
the Inventory Adjustment Remove transaction. Job or Service details will be populated as part of the
adjustment transaction.

If items are assigned to a job or service on a PO line item, the corresponding Receiving transaction will
automatically be populated based on the purchase order assignment.
Note: These items are charged directly to the Job or Service and not added to inventory upon posting. It
is recommended that these items be labeled accordingly.

42 / 75

Vendor Return
(Inventory Out)
The Vendor Returns transaction will create two separate transactions: Inventory Adjustment Remove
and a Payable Return transaction. Both transactions will be assigned the SAME transaction number
within GP for audit and clearing. The default transaction sequence prefix is “VRT”. Because there are two
transactions, an offset account number needs to be defined under Settings
VendorReturnClearingAccount. Both transactions will also be assigned the same Batch ID, defined under
setting BatchCodeForVendorReturns

Site

Required. This field may be defaulted based on configuration setup: DefaultSiteID

Vendor

Required. Select from a list of Vendors.

Reason

Set up the list of Reason Codes under Inventory>>Inventory Setup>>Vendor Return Reasons
May be set as optional or required based on setting AdjustmentReasonRequired. The selected reason
code will populate the Description field on the Payables Transaction created.

FlexFields 1 & 2

Displayed based on configuration setup: Configure>>FlexFields

RMA Ref

Required. This number must be unique to the transaction and populates the Document Number on the
Payable Transaction created.

43 / 75

Ship Method

Required. Populates the Shipping Method field on the Payable Transaction created.

Item

Required. Validated based on Site and Vendor selected.

From Bin

Required when multi-bins are used in GP . Validated based on quantities for the site and item selected.

Quantity

Displayed when item tracking is "bulk".
Key entry required when AllowScanInQuantityField = 'False'

Lot

Displayed when item tracking is "Lot".
Other lot tracked settings: UseUOMForLots, LotMfgDateEnabled, LotExpireDateEnabled,
LotAttributesEnabled

Serial

Displayed when item tracking is "Serial"
Focus remains on serial field and serials scanned counted until user selects

44 / 75

Project Transfer
(Inventory Out)
This transaction will create a Project Accounting Transfer transaction in GP. The transaction sequence
default is “PJT”. Batch Code assignment is shared with the Site Transfer under setting
BatchCodeForTransfers. This transaction uses a stored procedure to create the transaction in GP set
under TrxProjectTransferStoredProcedure

Screen 1
FlexField 1&2

Displayed based on configuration setup: Configure>>FlexFields FlexField1 will populate the Requested
By field on the transaction. FlexField2 will populate the Reference Number field on the transaction.

Project

Required. Validated based on project status

Cost Category

Required. Validated based on Cost Categories set up for the Project related to inventory only.

Screen 2
Item

Required. Validated based on the project set up.

From Site

Required. Validated based on quantities available for the item selected.

From Bin

Required when multi-bins are used in GP. . Validated based on the Item and Site selected.

Quantity

Displayed when item tracking is "bulk".
Key entry required when AllowScanInQuantityField = 'False'

45 / 75

Lot

Displayed when item tracking is "Lot".
Other lot tracked settings: UseUOMForLots, LotMfgDateEnabled, LotExpireDateEnabled,
LotAttributesEnabled

Serial

Displayed when item tracking is "Serial"
Focus remains on serial field and serials scanned counted until user selects

46 / 75

Query Inventory
(Tools)
This feature allows the user to check inventory status and location for any item.

Item

Required

Notes

Item information will be displayed below.
The [Details] Button will bring up additional information for item tracked by Serial or Lot

47 / 75

Associate Mfg Item#
(Tools)
This transaction provides a tool to create an association of an alternate item number to a GP Item
Number. Reference Manufacturer Item Number functionality for additional information.

48 / 75

Assemble
(Mfg.)
This transaction will create the Assembly Transaction in GP using the assigned Batch code under
BatchCodeForAssemblies setting. The transaction sequence prefix is defaulted as “ASM” and can be
modified under the Transaction Setup. This transaction is created using a Stored Procedure identified
under the setting “TrxAssembleStoredProcedure.

Screen 1
Printer

Displayed and required when LabelPrintingForAssemblyEnabled is set to 'True'

FlexField1

Displayed based on configuration setup: Configure>>FlexFields

To Site

Required. Define the Site to add the Assembled item quantities, The Assembly item MUST be
assigned to the Site.

To Bin

Required when multi-bins are used in GP. Assembly item will be added to this Bin.

Item

Required. Validated based on open BOM Items.

Quantity

Displayed when item tracking is "bulk".

Lot

Displayed when item tracking is "Lot".
Other lot tracked settings: UseUOMForLots, LotMfgDateEnabled, LotExpireDateEnabled,
LotAttributesEnabled
49 / 75

Serial

Displayed when item tracking is "Serial"
Focus remains on serial field and serials scanned counted until user selects

Screen 2
All component items with the corresponding “use” quantity calculated on the associated BOM set
up.
Tap on [AutoFill] to automatically issue all components and calculated quantities based on the
“Make” quantity and the BOM set up.
Alternatively, tap on a component line and tap on [Pick] to manually complete the usage recording.
If using multi-bins, the default bin set up in GP will be used unless otherwise specified.
If components are serial or lot tracked, use the manual process to issue the selected serial and lot
components.

Screen 3
Pick

Validate Item

Here you are validating the component item selected in the previous screen. Scan or tap Enter to
populate the field.

From Bin

Required when multi-bins are used in GP. Validation for available quantity is based on the Item
selected.

Quantity

Displayed when item tracking is "bulk".
Key entry required when AllowScanInQuantityField = 'False'

50 / 75

Lot

Displayed when item tracking is "Lot".
Other lot tracked settings: UseUOMForLots, LotMfgDateEnabled, LotExpireDateEnabled,
LotAttributesEnabled

Serial

Displayed when item tracking is "Serial"
Focus remains on serial field and serials scanned counted until user selects

Notes

The [Components] button will return the user to the previous screen.
The [Menu] BUtton will prompt the user to exit the transaction without completing.

51 / 75

Fulfill Order
(Orders)
Fulfill Order will update the Quantity Fulfilled on existing sales orders in GP. Order types must be set up
to use a separate fulfillment process. Supported types include Order, Fulfillment Order, and Invoice. To
pick against an invoice, set AllowPickingFromInvoice to “True”
When the pick is submitted back to GP, the Batch ID is updated based on the pick status.
BatchCodeForCompletedOrderFulfill will be used when all items on the order are fulfilled complete.
BatchCodeForPartialPicks will be used when there are remaining open line items. To maintain the
original Batch ID, be sure to leave this setting blank.
The Panatracker logging will assign a transaction number as well as reference the Order Number as part
of the log details. This transaction number is internal for Panatrack logging only. The transaction
sequence number default is “ORD”.

Screen 1 Order List
Order

Orders or invoices available to pick can be defined based on a Batch Code as an option. Set this under
“BatchCodeListForOrderFulfillment”. Multiple Batch Codes may be set up here. To view only orders with
Allocated line items, set the Allocate setting to “true”. Note: Serial and lot tracked items can still be
allocated on the item level without requiring selection of the specific serial and lot details.
For Advanced Inventory, Directed Transfer orders will be available in this list also.

Filter

On-demand filters are available to apply to the order list. Tap the Filter bar to open the options. The
Filter bar will display the applied filters when closed. Tap the X next to the filter to remove it.

Screen 2 Pick List
When the order is selected, the order pick list will be presented. The list will be presented based on the
FulfillmentOrderListSortOrder. This includes ItemCode, DefaultBinCode, LineNumber, ItemShortName.
Status icons are displayed representing the current pick status

52 / 75

No Pick Activity
Partial Pick
Pick Complete

As items are picked complete, the list is resorted
and those line items are dropped to the bottom of
the pick list. If using multi-bins, the [Query] button
will access the list of all bins for the selected item
in the list and on hand and available quantities.

[Notes] will access any notes set up in the order Comments.
[Details] will access the current pick details including lots and serial details. Only details selected within
the current pick transaction can be removed.
[Pick] to access the validation screen for the selected line

53 / 75

Screen 3 Validate Item

From Bin

Required when multi-bins are used in GP. This may be defaulted based on the SOPFulfillmentBin
default set. If a default bin is assigned to the item in a non-multi-bin environment, it will also be
displayed in read-only format. The Bin lookup includes quantity information for the item.

Validate Item

Required. A scan or key entry is required in this field when RequireScanToPick is set to “true”. Best
practice is to scan to validate the item pick; however, if the referenced setting is set to “false” the enter
key can be used to confirm the item.

UOM

Required. Default will be the Order UOM for the item.
This will be read-only unless UseUOMForOrderFulfillment is set to 'True'. If set to “true” and an
alternate UOM is selected, the “pick” quantity will be calculated to the Order UOM. For example, if the
order is for 10 Each and the user selects a Case for the UOM which is set up to be equivalent to 10 Each,
the pick quantity update will be the 10 Each.

Quantity

Displayed when item tracking is "bulk".
Key entry required when AllowScanInQuantityField = 'False'
No prompt and will count item scans when BulkItemAutoSaveAtOrderFulfillment = 'True'
Validation for the quantity will be the remaining quantity required. A pick exceeding the order quantity
will return an error message unless a SOPOverPickTolerance is set. In this case, a warning message will
be displayed to the user.

Serial

If the item is serial tracked, available serial numbers must be scanned. Use the [Serial] button to access
available serial numbers. The order displayed is based on the SerialSortOrder setting with options of
SerialCode, ReceiveDate, Location

Lot

54 / 75

When the item is lot tracked, the lot number must be scanned or entered. Use the [Lot] button to access
All lots available and available quantities. List is displayed based on the setting LotSortOrder. Note – this
is shared for all lot look ups on all transactions. Options include ExpireDate, LotCode, Location,
LeastQuantity.
UOM on the lot quantity may be available to select based on setting UseUOMForLots. Default will be
based on or Order Line Item. Lot quantity may be automatically populated based on setting
LotQuantityDefault. Enter to accept or enter a new quantity. A warning message may display for expired
lots if configured based on WarnForExpiredLots and WarnForExpiredLotDays

Shipping Box ID

This field will be available when UseShippingBoxTracking is set to “true”. Provides the ability to pick
items to a specific box that can later to assigned a tracking number. It is recommended to have preprinted serialized box label printed to use
By tapping the [Next] when the pick is complete for the current item, automatically go to the
next item on the pick list.
[Pick List] returns to the pick list screen for review and submit.

Printing

Automated printing of a packing list can be set up. Create a report that can be called outside of GP.
Contact Panatrack for assistance with additional set up. Note: This set up is not included under
Panatrack's standard install services.
A box label can be printed upon submit of the order fulfillment process. The user would enter the
number of labels to print. Note: These labels are not intended to be shipping labels. Configure with
LabelPrintingForOderFulfillment

55 / 75

Batch Pick
(Orders)
Multiple orders can be grouped together to present a single pick list under order in the Panatracker
portal. A list of orders will be presented. Mark the order to group. The Group ID is assigned to the order
under the User Defined Text Field 1. Once an order is grouped, it is no longer available to pick from the
Order Fulfillment transaction. Note: The Group assignment can be removed on the order in GP if
needed.

Each order in the group will be identified to pick to a “Bucket” for sorting. Each item for each order will
be displayed and validated independently to provide the ability to manage inventory shortage
situations. Items will be grouped together in the order pick list.
Follow the same process as the standard Order Fulfillment transaction.

56 / 75

Ship Order
(Orders)
This transaction associates tracking numbers to orders and Shipping Box ID. Option for signature capture
for pick ups or delivery drivers. The option to update the Order with a new Batch ID is available with
submit based on BatchCodeForShipOrder configuration setting.
The Panatracker logging will assign a transaction number as well as reference the Order Number as part
of the log details. This transaction number is internal for Panatrack logging only. The transaction
sequence number default is “SHP”.

Carrier

Optional – Enter the Carrier name.

Order | Shipping Box

If the Shipping Box is used, scan or select the Shipping Box to associate the Tracking Number. If Shipping
Box feature is not used, select the order.

Tracking #

Scan or enter a tracking number. The Tracking Numbers on the GP sales orders under User-Defined
Fields will be populated.

Continue adding tracking numbers to this transaction

57 / 75

Tap [Review] to view order/shipping box and tracking assignments for the Carrier
[Complete]
Displays number of boxes calculated by the tracking numbers entered.

Optional signature capture.

[Submit] will update the Batch ID on the corresponding sales orders and assign the tracking number
under the User Defined field à Tracking Numbers on the sales orders.

58 / 75

Verify Order
(Orders)
This transaction provides the ability to verify items on a FULLY fulfilled sales order. Orders to be verified
may be defined based on a Batch Code. Set this up under BatchCodeListForOrderVerify. The option to
verify or “pack” to a shipping box can be set by setting the UseShippingBoxForVerify to “true”.
The Panatracker logging will assign a transaction number as well as reference the Order Number as part
of the log details. This transaction number is internal for Panatrack logging only. The transaction
sequence number default is “VER”.

Site Filter

This is a filter for the Order look up list and not required.

Order

Only fully picked orders can be processed. Additional validation based on the
BatchCodeListForOrderVerify configuration setting.

Item

Scan or confirm items. Validation is based items on the order.

Quantity

Displayed when item tracking is "bulk" Validation based on order quantity and remaining quantity to
confirm.

Serial

If item is serial tracked, validate serial numbers. Validation is based on serial numbers assigned to the
order.

Lot

It item is lot tracked, validate lot numbers. Validation is based on lot numbers assigned to the order.

59 / 75

Shipping Box

Configured with UseShippingBoxForVerify. Required when UseShippingBoxTracking = 'True'
[Review] to access items that have been verified and to Submit the verification to GP. ALL items must be
verified complete to process. Exit an in-progress transaction and tap the [Yes] to save the verified
progress and keep the transaction open in the Panatracker logging portal. The balance of the verify can
then be resumed later.

Note

To close the open transaction in the portal to start the verify completely over after a save, go the to
Verify Order portal page and discard the transaction.
Submit of the completed verify will update the Batch ID assignment on the Order in GP based on the
setting BatchCodeForVerifiedOrders. To keep the original Batch Code, be sure this setting is left empty.

60 / 75

Sales
(Orders)
The sale transactions provides the ability to create a new sales transaction and to edit or add to an
existing sales order (designed to support environments that use sales orders as a work order). Customer
sale returns can also be created from this transaction interface. These transactions are available using a
continuous network connection. Contact Panatrack to discuss the Field Sales functionality for
supporting data capture outside of a continuous network connection.

Screen 1

Site

Required when creating a new sales transaction. Provides a filter for the Order look up for editing an
existing transaction. Default may be set: ConnectedSAlesDefaultSiteIDForSale

Customer ID

Required when creating a new sales transaction. Option to search by Customer Name by tapping the
Search Customer Name field. Enter the part of the customer name and then use the look up button to
access the list.

Ship To ID

Required when creating a new transaction. Field will default based on the Customer Card setup. To
select an alternate Ship To, [esc] or [bksp] to clear the default and select an alternate option.

Bill To ID

Required when creating a new transaction. Field will default based on the Customer Card setup. To
select an alternate Ship To, [esc] or [bksp] to clear the default and select an alternate option.
Tap Sale initiate a new sales order or invoice for the customer.
Tap Return to initiate a sales return transaction for the customer.

61 / 75

Order

Scan, enter or select an existing order. Site and Customer fields will provide a filter for the look up list.
Orders can be restricted based on ConnectedSalesOrderDocumentIDFilterForOrderEdits
Use the [Enter] key to select the order or if order is scanned, it will open the order details screen.

Screen 2: New Order

Tap Add to begin capturing items for the order. Return to this screen to review the order lines. This
transaction may be a direct sale or to create an order that will be fulfilled later. Tap on a line and tap on
[Remove] to remove the line from the order.

62 / 75

Screen 3 – Add Items

Item

Validated based on the Site selected at the start of the transaction. Miscellaneous, Flat Fee, and Service
item types may be selected.

Price Level

Defaulted based on configuration set up. This may be set to read only based on configuration setup.
ConnectedSalesDefaultPriceLevelAssignment, ConnectedSalesAllowPriceLevelFrom (Customer or
System Default), ConnectedSalesAllowPriceLevelChange

UOM

Default based on Price Level selected. If multiple UOM exist for the Price Level, default will be based on
item Base UOM setting.

Unit Price

Populated based on the Item, Price Level, and UOM selected. This may be set to read-only.

Quantity

Enter quantity for the order.

From Bin

Required if picking or fulfilling the item for the order at the same time. A “pick” status box will be
displayed. If only creating an order, then tap à Next to enter next item.

Fulfilled Qty

Quantity being picked or fulfilled. May be left empty if no items are being fulfilled at this point.
ConnectedSalesDefaultFulfillQuantity when set to ‘true' will automatically populate the Fulfilled Qty
from Order Quantity.

63 / 75

Details

Tap a line in the review screen and then tap details to view the pick details for that line. Tap on the line
edit icon to edit price or quantity.
Tap on the fulfillment line detail and tap on the Edit on the lower menu bar to edit line fulfillment
details.

64 / 75

Screen 4
Complete Order: Order Summary: Read Only.

Screen 5 Complete & Submit
PO Ref

Optional field.
Enter the customer PO or reference. Populates the PO field on the sales order.

Req Date

Optional Requested Ship Date. Date entry is based on date configuration which as a default is set to
accept entry as 010113 which will be 01/01/2013.

Ship Method

Optional. Validated based on ship methods set up in GP.

65 / 75

Signature Capture

Optional signature capture. This is stored in the Panatracker transaction manager database.
[Review] will return to the item list.
[Clear] will clear the signature capture field.
[Submit] will commit the transaction and create the order in GP.

66 / 75

Edit Existing Order

Previously submitted lines will be displayed in yellow. Depending on configuration setting, edit may
not be allowed to previously submitted lines. New line items added will be displayed to the top of the
order list. Settings include: ConnectedSalesAllowAddToExistingTransaction; Connected
SalesAllowEditToExistingOrderLines;
Follow the same instructions for editing details, adding or removing lines as a new order.

Review and submit screen will show PO, Req Date, and Ship Method as read only based on previously
entered data for that order. No edits can be made to these fields.
Submit will update the order or invoice.
Transaction logging is under Orders -- Sales

67 / 75

Directed Transfer
Directed Transfer functionality is available to set up under the Panatracker Advanced Inventory
solution. Additional table are added to manage and support these transactions.
Panatrack has created a Directed Transfer infrastructure. This infrastructure supports the ability to
create an internal transfer directive. This directive would be submitted to the Panatrack tables:
· PanatrackerGPX_DirectedTransferOrder (order header details)
· PanatrackerGPX_DirectedTransferOrderUnits (item details)
The following provides a guideline to populating these tables
PanatrackerGPX_DirectedTransferOrder
Field Name
Description
TransOrderCode
Represents the internal order number for the
transaction. This is the order number that will
be displayed on the Order list on the Order
Fulfill transaction in the Panatracker mobile
client interface
SourceLocCode

ViaLocCode

DestinationLocCode

AuditReqd
DocDate
ShipMethodCode
FulfilledDate
DueDate

This is the Dynamics GP Site that the inventory
will be picked "FROM". If using multi-bins, the
default Sales Order Fulfillment bin assigned to
the item will be the bin default presented. If
not default bin is set up, the user will select the
bin as part of the transaction data capture.
This is the Dynamics GP Site identified as the intransit site. When using the in-transit
functionality, the destination receiving site will
use the PO receiving transaction to create the
in-transit transfer 'from' the ViaLocSite to the
DestinationLocSite. If using multi-bins, the
default Purchase Receipt Bin will be assigned.

This is the Dynamics GP Site that the inventory
is to be transferred 'TO' (i.e. the requesting
location). If using multi-bins, the default bin
will be the Purchase Receipts default bin set up
on the item in Dynamics GP. If using the
ViaLocCode, the GP Site set up for the
ViaLocCode populates for the 'FROM'
For future functionality
This id the order date.
This identifies the shipping method for the
transfer. It is logged as part of the Panatracker
logging database.
Updated when the order is submitted and the
transfer is created from the Panatracker mobile
client.
This represents the requested delivery date for
the inventory to the destination location. The
order list in the Panatracker Order Fulfill
68 / 75

Requirements
This is a required field and
must be a unique number. This
is a primary key which will also
relate to the corresponding
item lines on the
DirectedTransferOrderUnits
table.
This is a required field. The Site
entered must be a valid Site set
up in Dynamics GP. If using
multi-bins, the Sales Order
Fulfillment bin must be set up.
Via Site is not required. If it is
not provided, the Transfer will
be created directly for the
Destination Site set up. The
ViaLocCode is required for a
two-step transfer. The Site
entered must be a valid Site set
up in Dynamics GP. The
Purchase Receipt Bin must be
set up in GP.
This is a required field. The Site
entered must be a valid Site set
up in Dynamics GP. If using
multi-bin, the Purchase Receipt
bin must be set up.

Valid date must be entered.
This field is optional.
Updated by Panatracker
Valid date must be entered.

interface is sorted based on requested dates
FlexFields 1-5
OrderGroupCode

For future functionality
For support to Batch Picking. When orders are
placed in a Group Code, those orders would
then be grouped together in a single pick list for
picking under the Batch Pick transaction. Orders
assigned to a group are not available in the
standard Order Fulfill screen.
PanatrackerGPX_DirectedTransferOrder
TransOrderCode
Represents the internal order number for the
transaction. This is the order number that will
be displayed on the Order list on the Order
Fulfill transaction in the Panatracker mobile
client interface
LineItemSeq

Item line item sequence.

ItemCode

This is the GP Item Number for the items
requested to be transferred.
This is the Item Description and should
correlate the GP Item Card for the item number
entered in ItemCode
This is the requested quantity to transfer.
For a new order submit, this should be quantity
0. This is updated with thesubmit to create the
corresponding transfer from the Order Pick
screen in the Panatracker interface.
This is the Unit of Measure corresponding the
Item to be picked. Alternate UOM may be
entered; however, it must be a valid UOM
based on the GP Unit of Measure Schedule
assigned to the item. The transfer will be
created based on the UOM entered

ItemDescription

QtyOrder
QtyFulfill

UnitOfMeasure

This field is optional.

This is a required field and must
be a unique number. This is a
primary key and must
correspond the
TransOrderCode on the
DirectedTransOrder (header)
Required - Corresponds to
ItemCode
Required - minimum 1
Corresponds to ItemCode

Required
= 0. Updated by Panatracker

Required

The Panatracker Order Fulfillment transaction is used to “pick” the transfer order. Refer to Order
Fulfillment transaction for details on this transaction.
Once the order is picked and submitted, instead of updating a Sales Order , a Site Transfer transaction is
created in GP based on the transaction setup. The Panatracker table will be updated based on quantity
picked. Line items where quantity picked = quantity to transfer will no longer be available.
If using a “Via” Site, a pending Inbound Transfer transaction will be created in the corresponding
Panatracker tables. If the Shipping Box is used, the Shipping Box(es) entered for the pick will be
recorded as the corresponding transaction number. If a Shipping Box is not used, then the original
Transfer Order number will be used.
In the event of multiple picks, the suffix will be added. For example, Transfer Order “12345” would
have the first pick transaction number as “12345”. If a second pick is done, then the inbound receiving
transaction would be recorded as “12345-1”.
The receiving site location will then use the Receiving transaction which will create the corresponding
69 / 75

Site Transfer “from” the Via Site. The Inbound Transfer table for quantity received will then be updated
and the transaction marked as closed.

70 / 75

ASN Receiving
Panatrack has added a table structure to support Inbound Vendor Shipments. This is commonly known as
Advanced Ship Notices (ASN). When a PO is selected within the Receiving transaction interface that is
identified as a ship notice, the Shipment ID would be used to select each “package” and a receiving
transaction will automatically be created in GP based on the file details supplied.
The supporting tables include::
PanatrackerGPX_InboundVendShipmentRepresents the header details for the transaction
PanatracerGPX_InboundVendShipmentUnits: The corresponding line details for the transaction
The following is the overview of the file structure and requirements:
PanatrackerGPX_InboundVendshipment
Field Name
Description
PkgTrackingCode
This represents the Shipment ID. If more than
one package is included in the shipment,
there may be several Shipment IDs associated
with a single PO. If there are multiple
packages associated with the purchase order,
the user will then be prompted to receive
each specific Package by selecting the Package
Code.
Status
The receipt status for the shipment. When the
file is submitted, the Status would be set to 1
for each PkgTrackingCode. Once the
transaction has been processed, the Status is
updated to ‘4'
POCode
The corresponding purchase order in Dynamics
GP. This must be a valid and open Purchase
Order available to receive against in Dynamics
GP.
InboundLocCode
This is the Site ID. This must match to a Site set
up in Dynamics GP and should match the PO
assigned Site. The Site can be used to filter
available purchase orders in the Panatracker
Receiving interface.
DocDate
This is the file document date.
AuditReqd
For future functionality
ShipMethodCode
This is the shipping method of the transaction.
ShipToName
This is the Ship To name.
DueDate
This is the expected delivery date for the
shipment.
VendorCode
This must match the Vendor ID assigned to the
corresponding purchase order and must be a
valid Vendor ID set up in Dynamics GP. Vendor
can be used to filter the PO look up list in the
Panatracker Receiving transaction.
VendorName
Corresponding Vendor Name to the
VendorCode supplied
ReferenceCode
ReferenceCode2
FlexField1-5
For future functionality
PanatrackerGPX_InboundVendshipmentUnt

71 / 75

Transaction Header
Requirements
Required
Unique numbers must be
assigned if receiving by
individual packages

New transaction = 1
Required.

Required

Optional.
Optional.

Optional
Optional
Optional
Transaction Line Items

PkgTrackingCode

POLineNumber

ItemCode
ItemDescription
LotCode
SerialCode
ReceiptBin

ReceiptQtyType
QtyShipped
QtyReceived
UnitExpDate
UnitMfgDate
UnitOfMeasure

This represents the Shipment ID. If more than
one package is included in the shipment,
there may be several Shipment IDs associated
with a single PO.
The associated PO Line Number on the
Dynamics GP Purchase Order. The line
number and item MUST match the Dynamics
GP Purchase Order.
This is the Dynamics GP Item Number for the
associated line sequence number.
The corresponding item description on the
purchase order line
The Lot detail for the line number that will be
received. Each lot will be represented in a
separate line.
The Serial Number detail for the line number
that will be received.
If using multi-bins, the designated bin for the
receiving transaction. If no bin is designated,
the defaults set up in Panatracker will be
used.

Required
Each line must be associated
with the corresponding code.
This must match the Header.
Required

Required

Required if item tracking set
in Dynamics = Lot
Required if item tracking set
in Dynamics = Serial
Required if a default PO
Receiving Bin is not set for
either the Site or the Item in
GP.

The quantity shipped for the PO line
When the receiving transaction is completed
through Panatracker, the QtyReceived will be
updated.
For Lot Tracked Inventory.
Populates the Expire Date Attribute for the Lot
passed in.
For Lot Tracked Inventory.
Populates the Manufacture Date Attribute for
the Lot passed in.
The Unit of Measure for the Receipt. This
must match the Unit of Measure on the
corresponding purchase order line in
Dynamics GP. If Unit of Measure is not
populated, the purchase order Unit of
Measure will be defaulted.

If the ASN transaction is identified by a Package ID, either the PO Number OR Package ID can be selected
in the [PO] field. Otherwise, select the PO and then scan or select the corresponding Package ID to
receive.

72 / 75

The purchase order or purchase order items associated
with the Package ID will automatically be received
creating the corresponding Receiving Transaction in
Dynamics GP. The receive quantity will be updated on
the Pantracker table and the transaction status
updated to closed.

73 / 75

Support
It is recommended to contact support via email to support@panatrack.com. A support ticket will be
initiated to the support team who will review and assign to the appropriate resource. Your support
ticket then captures all communication and activity through resolution.
If you would prefer to communicate by phone dial (262) 646-3590 Option "3"
Add: If additional follow up is required, a support ticket will then be opened.

Contacting Support

Panatrack offers phone and email support during regular business hours. Our standard business hours
are Monday through Friday, 8:00 AM to 5:00 PM central time zone; excluding United States holidays.
· If requesting support via email, send your request to support@panatrack.com.
· If you would prefer to communicate by phone, call our support line at 262-646-3590 and select
option "3". In the rare event that your call isn't answered immediately by a support engineer (or
after normal support hours), please leave a message stating your problem and how we can reach
you. Your message automatically triggers notifications throughout our team and will be addressed as
soon as possible.
Our aim is to address your support request within 4 business hours, but we make a strong effort to
respond to your issue immediately. Support requests are typically monitored outside of standard
business hours. However, our return response is not guaranteed until the next business day.
Whatever means you choose to contact our support team, please be as detailed as possible to describe
the problem so that we can lead you to a solution as efficiently as possible. It is helpful for you to offer
the following information:
· Your version of PanatrackerGP, which can be found on your portal's System Status page.
· A detailed description of any error message encountered.
· If possible, please record any steps to recreate the issue.
· What steps you have already attempted to resolve your issue.
· Your contact information.
If you have a specific need to perform a planned upgrade or migration outside of these hours, rest
assured that we will do our best to accommodate your needs.

Additional Support Considerations

PanatrackerGP is a data capture solution extending Dynamics GP. As an "add-on" mechanism for
capturing transactions, PanatrackerGP provides the mechanism for capturing transactions quickly and
accurately via scanning on a mobile device. In most cases, these are the same transactions that can be
directly entered in Dynamics GP. This ability to enter transactions directly in Dynamics GP offers an
immediate (albeit painfully inefficient) way to continue working in the rare event of a critical problem
with PanatrackerGP. If entry of the transaction is urgent, it can be entered directly to GP through the
standard GP interface. The PanatrackerGP transaction can then be marked as "discarded" in the portal to
eliminate duplication.
All transactions initiated from the PanatrackerGP handheld application are logged in our Panatracker
Transaction Manager logging database and immediately applied to Dynamics GP. If for any reason the
transaction fails to submit to GP, an email notification (if configured) is sent to the designated
administrators. Panatrack maintains a special email account to also receive these notifications, and we
encourage our customers to include us in the administrator list. Therefore, the same notifications will
be sent to Panatrack with the details of the error. This allows us to learn of any problems so that we can
react faster to provide assistance. This information is also used by our team to "design away" causes of a
recurring problem.

74 / 75

PanatrackerGP uses Microsoft's eConnect integration mechanism for most transactions. The eConnect
mechanism follows the same business rules as if the transaction is entered directly in the GP interface.
In most cases, the errors that we report are generally related to the setup of GP data. Once the issue is
resolved, the transaction can be resubmitted from the PanatrackerGP portal with the simple press of a
button. An example of such an error message returned by eConnect could include something as trivial as
"Document being edited by another user" (Order Fulfillment). In this case, once the order-fulfillment
document is closed, the transaction is easily resubmitted.
In the event of a failed transaction, the user on the handheld will receive a failed message and upon
dismiss of the message, will be able to start another transaction. This eliminates the user from requiring
the issue to be resolved prior to continuing work since the handheld user is often not necessarily the
administrator.

Disclaimer

Panatrack offers support to customers currently under their software maintenance contract. The first
year of maintenance is required; renewal is optional. Customers requesting support but not currently
under a maintenance contract will be notified of their support options. A current maintenance contract
entitles customers to new versions as they become available. See the PanatrackerGP End-User License
Agreement for additional details.
Panatrack's support is limited to the support of our PanatrackerGP software. Panatrack does not provide
support for network-related or hardware-related issues, as these are typically supported by a hardware
manufacturer or IT provider.
Panatrack does not provide support for Microsoft DynamicsGP or other third party software. Please
contact the vendor directly, or contact your Dynamics partner for assistance.
Reference the Panatrack End-User License Agreement for additional support details.

75 / 75



---

Source Exif Data:

File Type                       : PDF
File Type Extension             : pdf
MIME Type                       : application/pdf
PDF Version                     : 1.4
Linearized                      : Yes
Author                          : Alex Rode
Create Date                     : 2013:01:15 15:20:19-06:00
Modify Date                     : 2013:01:15 15:22:38-06:00
XMP Toolkit                     : Adobe XMP Core 5.4-c005 78.147326, 2012/08/23-13:03:03
Format                          : application/pdf
Creator                         : Alex Rode
Title                           : PanatrackerGP Inventory User Manual
Creator Tool                    : HelpNDoc Professional Edition 3.7.1.482
Metadata Date                   : 2013:01:15 15:22:38-06:00
Producer                        : Gnostice eDocEngine V3.0.4.290
Document ID                     : uuid:35e9652a-ca40-43d5-ab3e-6eb69d2f3000
Instance ID                     : uuid:473d23e1-4e75-407d-9233-b6bcbf703a9d
Page Layout                     : OneColumn
Page Mode                       : UseNone
Page Count                      : 75

EXIF Metadata provided by EXIF.tools