Whitepaper Extend ERP Eng Rev2 3

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Project/Workgroup Model Version Page (Out of)
Extend ERP - Mobile Solution 2.1 1 (39)

Utfärdad av Datum Uppdaterad av Datum Godkänd av Datum
Fredrik Peterson 2010-08- Fredrik Peterson 2010-08-

20 20
Application Summary
Mobile Solution
Extend ERP
Version 2.3
Release Date 2007-06-01
Last Review Date 2008-06-26
Approved By
Owner of Document Fredrik Peterson
Name of File Whitepaper_Extend_ERP_Eng_rev2_2.doc
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CONTENT................................................................................................................................3
1. GENERAL.............................................................................................................................3
2. MAIN SYSTEM SOLUTION..............................................................................................3

2.1. SYSTEM DESIGN....................................................................................................................3
2.2. SUMMARY INFRASTRUCTURE...................................................................................................5
2.3. COMPONENT DESCRIPTION......................................................................................................6
3. HANDHELD COMPUTER PROCESS..............................................................................7
3.1. SUPPORTED PROCESSES..........................................................................................................7
3.2. SETTINGS............................................................................................................................8
3.3. START UP...........................................................................................................................9
3.4. LOG IN..............................................................................................................................10
3.5. MENU SYSTEM...................................................................................................................11
3.6. GOODS RECEIVING..............................................................................................................12
3.7. STOCK MOVEMENT..............................................................................................................18
3.8. PICKING............................................................................................................................20
3.9. DIRECT STOCK TAKING........................................................................................................26
3.10. STOCK TAKING AGAINST LIST..............................................................................................29
3.11. STOCK BALANCE INFORMATION...........................................................................................34
4. INTEGRATION AGAINST ERP SYSTEM....................................................................36
4.1. INTEGRATION OVERVIEW......................................................................................................36
5. TECHNIQUE AND HARDWARE...................................................................................38
5.1. CUSTOMER ENVIRONMENT PRE-REQUISITE
...............................................................................................................................................38
5.2. SERVER ............................................................................................................................38
5.3. CLIENT EQUIPMENT ............................................................................................................39
5.4. WIRELESS NETWORK...........................................................................................................39

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Content
This White Paper describes Consafe Logistics’ mobile solution, Extend

ERP.
1. General
Consafe Logistics’ mobile solution Extend ERP is a complete product
solution for companies who wants to extend their ERP processes and
making them mobile. Benefits are usage of investments already made in
ERP processes, more efficient transaction support through barcode
handling, a user friendly interface adopted for usage on the floor and also
cutting down on paper based processes. The solution includes warehouse
processes covering the range from Goods receiving to Distribution. The
solution is designed to support different kinds of clients as hand-held and
forklift based PC equipment as well as standard PCs’. The system is fully
integrated with the companies ERP-system.
2. Main system solution
2.1. System design
ERP system
ERP system
Data server
Extend ERP
Server
Application server
Extend ERP Hand held or

Client mobile PCs’
The Extend ERP system solution is based on a server and a client part,
communicating against an ERP system to retrieve and report data
regarding warehouse processes.
The server part contains of 2 different modules, a data server and an
application server. The data server is managing communication with the

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ERP system and the application server is handling the logic in the
processes. The clients are communicating with the Extend ERP server
through a wireless network. (see summary infrastructure, next part).

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2.2. Summary infrastructure
Mobile PC Hand-held
on forklift equipment
LAN
Access Point
(WLAN)
ERP-system Extend ERP Standard
Server PC Client
The Extend ERP server is installed on the LAN with access to the ERP
server and clients through WLAN. Standard PCs’ running the client
software is supported and may be connected direct in the LAN.
If the companies network is segmented in any way and protected by fire

walls these must be configured to pass data between Extend ERP clients,
Extend ERP server and ERP system.
The Extend ERP solution may also be integrated with control of other
external equipment as automatic elevator systems, carousels etc. In this
case this equipment needs to be accessed within the LAN as for the other
components mentioned above.

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2.3. Component description
ERP-system
Extend ERP works integrated with the companies ERP system. All master
data are created and maintained in the ERP system and Extend ERP is
working on-line against this data. The Extend ERP clients are sending data
requests and data replies to the ERP system through the Extend ERP
server including the two modules; integration server and application
server.
Extend ERP Integration server module
The Integration server module is a Java based server component handling

data exchange against The ERP system. The communication is managed
on-line. This means that all transactions to The ERP system reflect the
physical flow of goods without delay. All data is logged for traceability in
separate log files. Executing/responsible user for a transaction may be
saved for each transaction.
Extend ERP Application server module
The Applications server module is a Java based server component handling

the logic in the solution processes. This includes control of what users can
see and do on the clients, as well as local validation of data input. If
modifications regarding the look and appearance of Extend ERP solution is
needed this is the module where modifications are made.
Extend ERP clients
The Extend ERP clients are .net based applications designed to reflect and
handle logic executed by the application server as well as handling input
data from scanners etc. The Extend ERP system includes two different
client versions depending on what type of hardware you want to use for
the mobile solution; one client for handheld devices running windows
mobile and one PC based client for ordinary windows operative systems as
XP and Vista. For more information about supported operative systems, se
chapter 5.

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3. Handheld computer process
3.1. Supported processes
Extend ERP supports several processes to make warehouse handling

mobile. In the standard setup the supported processes are:
• Goods receiving PO
• Goods receiving DO
• Stock movement
• Picking CO
• Picking DO
• Stock taking against list
• Direct stock taking
• Stock balance information
In addition to standard processes above, also processes regarding report

of production are supported, but not included in standard solution
• Picking of material to production

• Report material used in production
• Report Put to stock of produced goods
• Report Operation of produced goods
Further more Consafe Logistics offers the possibility to deliver customer

unique process support when needed. What has to be investigated in
these cases is how to handle the integration. Is there an existing data
interface or do we need another solution for the data exchange. Example
of this is solutions to support automatic shuttles, carousels and integration
against scale equipment etc…
This whitepaper is only covering standard processes above.

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3.2. Settings
In application client there are some setting to configure and test

environment and scanners etc. Settings are reached from Puzzle icon in
the bottom left corner.
For a more detailed description of system settings see system

documentation for Extend Client.

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3.3. Start Up
The Start Up of the client displays a user interface with options to select
an system environment to run. This may be different production or test
environments.
Operator selects a proper environment and pushes the “Connect” button.

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3.4. Log in
Login to the client in the Extend ERP system can be configured for
different handling; a login control direct against the ERP system or a login
against a user table locally within Extend ERP solution.
Process flow:
- The operator enters the user ID.

- Password is entered.
- Verification of access is executed
If user and password are incorrect an error message will be displayed.

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3.5. Menu system
The menu system in Extend ERP is displaying all available processes for
operators. Processes may easily be configured to be displayed or hidden
for users. If there is a need for different user access to different processes
several processes may be configured to support this.
The user starts each individual program from the main menu. Available
program can vary depending on what modules are purchased. The
selection of processes to run is supported by touch screens.

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3.6. Goods Receiving
The goods receiving process in Extend ERP is supporting both purchase

orders and distribution orders. The system may be configured for a
common user interface for both order types or separate menu entrances
for each process.
Display orders
The first user interface in goods receiving process in Extend ERP is

displaying released orders available for receiving. Displayed data is Order
no, Suffix, order type, supplier name, supplier number and date of
expected receiving.
Process flow:
- Released orders are displayed in the user dialogue.

- Order is selected in list or scanned with barcode for further action.
Positioning of an order can also be made by entering order no in
input search box.

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Buttons:
OK -> Selects high lighted order and displays detailed row information
Update e-> Updates order list from ERP system
Cancel -> Return to the previous view
Display lines
The second user interface in goods receiving process in Extend ERP is

displaying the connected lines on a specific order. Displayed data is line
no, Item no, Description, Ordered qty, Remaining qty and unit description.
Process flow:
- Released lines against selected order are displayed in the user

dialogue.

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- Order line is selected in list or scanned with barcode for further

action.
Buttons:
OK -> Selects high lighted order line and displays detailed information
Cancel -> Returns to the previous view
Receive order line
The third user interface in goods receiving process in Extend ERP is

handling the receiving of an order line. Displayed data is Item, Description,
Batch and Container Id if available, Order qty, Remaining qty, Unit
description, Stock location and Row number.
In the user interface red symbols are displayed to indicate what

information needs to be verified by scanning. After verification the symbol
changes to a green “validated” symbol.

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Batch and carrier (Container ID) are dynamic fields, which are shown if
necessary. This prerequisite that this information will be found in the
record from the ERP system.
If an article is scanned and not corresponding to expected article in

interface, the system checks if the scanned article is at another position in
the list and informs about this with messages.

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When leaving goods receiving program the user will get a message if all
lines and quantities have not been received.
Process flow:
- Data indicated with red symbol is scanned for verification

- After successful verification quantity to receive is entered
- Proposed stock location is accepted or changed.
Buttons:
OK -> Reports entered quantity
Back -> Moves back one line
Next -> Moves forward one line
Options
As an option there are possibilities to print a label with barcodes and other
item related information

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3.7. Stock movement
The stock movement process in Extend ERP is handling movement of

goods internally in warehouse but also as a process to put away goods
from goods or production receiving areas etc.
record from ERP
Process flow:
- Item to move is scanned or typed.

- Locations where goods are placed in warehouse are displayed.
- From location is selected, scanned or typed
- To location is scanned or typed
- Quantity to move is entered

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- Report button is pushed to execute transaction

- A warning message is displayed for acceptance of the transaction
Buttons:
Rep -> Reports stock movement transaction
Clear -> Clears data in all fields
Options

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3.8. Picking
The Picking process in Extend ERP is supporting both customer orders and
distribution orders. The system may be configured for a common user
interface for both order types or separate menu entrances for each
process.
Display orders
The first user interface in picking process in Extend ERP is displaying

released orders available for picking. Displayed data is Delivery number,
Suffix, Customer, Number of Rows to receive and expected date of
delivery.
Process flow:
- Released orders are displayed in the user dialogue.

- Order is selected in list or scanned with barcode for further action.
input search box.

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Buttons:
OK -> Selects high lighted order and displays detailed row information
Lock Up-> Un locks an order selected by other picker
Update -> Updates order list from ERP system
Display lines
The second user interface in picking process in Extend ERP is displaying

the connected lines on a specific order. Displayed data is line no, Location,
Item no, Ordered qty, Remaining qty, unit and description.
Process flow:

dialogue.

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- Order line is selected in list or scanned with barcode for further

action.
Buttons:
OK -> Selects high lighted order line and displays detailed information
Pick order line
The third user interface in picking process in Extend ERP is handling the
picking of an order line. Displayed data is Location, Item, Description,
Batch and Container Id if available, Order qty, Remaining qty, Unit
description and Row number.


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record from ERP

interface, the system checks if the scanned article is at another position in

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When leaving picking program you will get a message if all lines and
quantities have not been picked.
Process flow:

- After successful verification quantity picked is entered
Buttons:
Options
item related information.
Advanced packaging is another option that can be handled by customer

specification

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3.9. Direct stock taking
The direct stock taking process in Extend ERP is handling change of unique
stock balance identities.
Process flow:
- Item to change is scanned or typed.

- Locations where goods are placed are scanned or typed.
- Existing stock balance in system is displayed
- Quantity for new balance is entered
- Report button is pushed to execute transaction and update system
- A warning message is displayed for acceptance of the change
Buttons:

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Rep -> Reports stock movement transaction
Clear -> Clears data in all fields
Stock -> Quick jump to stock information process
Options

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3.10. Stock taking against list
The Stock taking against list process in Extend ERP is supporting different
kinds of stocktaking lists created in the ERP system.
Display stock taking lists
The first user interface in stocking in Extend ERP is displaying released

inventory lists available for stock taking in the ERP system. Displayed data
is Inventory list number, Number of rows in list, Expected date of
stocktaking and status.
Process flow:
- Released inventory lists are displayed in the user dialogue.

- A list is selected or scanned with barcode for further action.
input search box.

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Buttons:
OK -> Selects high-lighted list and displays detailed row information
Display lines
The second user interface in stocktaking process in Extend ERP is

displaying the connected lines on a specific inventory list. Displayed data
is Location, Item, List qty (optional), counted qty and description.
Process flow:

dialogue.
- List line is selected or scanned with barcode for further action.

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Buttons:
OK -> Selects high lighted line and displays detailed information
Pick order line
The third user interface in stock taking process in Extend ERP is handling
the stock taking of a specific line. Displayed data is Location, Item,
Description, Batch and Container Id if available, Order qty, Remaining qty,
Unit description and Row number.

record from ERP

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interface, the system checks if the scanned article is another position in
System can be configured to display or not display existing stock balance

in GUI.

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When leaving stock taking program you will get a message if all lines and
quantities have not been counted.
Process flow:

- After successful verification quantity counted is entered
Buttons:
Options

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3.11. Stock balance information
The stock balance information process in Extend ERP is a useful process to

check for goods in warehouse. Process may be configured in different
ways but with the same scoop, to display stock balance identities by
sending a question to the ERP system in real time.
Process flow:
- Selection criteria is made in drop-down boxes

- Key to extract data is selected; Item / Batch etc.
- Value is entered
- Matching data is displayed
Buttons:
Exit -> Returns to main menu
Options:

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4. Integration against ERP system
4.1. Integration overview
Extend ERP supports configuration to connect with the companies ERP

systems using a variety of technologies such as SQL, Flat files, XML or
API’s etc.
SQL database
Extend ERP manages integration against any SQL-based systems.

Commands to query, update, insert, and delete works against ODBC
compliant databases.
Flat files
Communication through flat file format is handled and is an easy way to

handle integration.
Flat files are best used for batch interface requirements.
XML files
Extend ERP manages integration to XML-enabled systems. XML is a

standard in many systems of today.
API’s
API techniques are built on a data exchange with questions and answers
between client and the server. Inquiry about data or data reading
acknowledges in the handling of API. This is a safe and reliable
communication giving the solution a high level of data validation.
Web Services
If there is need for integration to web based ERP applications over The
Internet, Extend ERP can be configured to transform and route data to fit
Web Services handling.
Web Services is using Simple Object Access Protocol (SOAP) as the

messaging layer exchanging XML-based messages over HTTP. Benefits
with SOAP are a simple and firewall transparent handling for Internet
based applications. (A standard of the World Wide Web Consortium, W3C).

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5. Technique and hardware
5.1. Customer environment pre-requisite
o A reliable communication between Extend ERP client, Extend

ERP server and ERP system with Fire walls etc configured to
allow communication between system modules
o Defined interface for data exchange.
o Wireless network to cover communication for Extend ERP
clients.
o Interference free power for equipment at 230 V
5.2. Server
The Extend ERP Server modules are installed as one service running on a
Microsoft windows server. If Extend ERP is handling multiple warehouses
one service is configured per warehouse.
Technical demands:
o Microsoft Windows Server 2003/ 2008, XP, Vista

o Java runtime and .net framework 3.5
o Processor of >2.4 GHz
o ~512 Kb available ram for server + 25Kb/active client
o ~500 Mb available space on hard drive for server + 500
Mb/client.
Estimated amount of available disk space per client depends on

configured log level and days the log needs to be saved. Figures above are
calculated on the highest log level and that logs are saved for 5 days.

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5.3. Client equipment
Extend ERP supports both hand-held devices as well as PC based

equipment. This can be mobile PCs’ installed on forklifts or standard PCs’.
Technical demands for hand-held client

o Microsoft Windows Mobile 5 or 6, Windows CE 4.2
o .net framework 3.5 installed
o ~ 10 Mb available space on disk
Technical demands for PC client:

o Microsoft Windows XP/Vista
o Microsoft terminal server/citrix client
o .net framework 3.5 installed
o ~ 40 Mb available ram
o ~ 10 Mb available space on disk
The setup of client for PC equipment includes a database and a table for
settings. This database and table are preferable installed centrally for
easier maintenance and don’t have to be installed locally on a specific PC
equipment. If however the installations of the database is made locally
then disk space and available memory is needed to support this.
5.4. Wireless network
Extend ERP is designed for Wireless network communication with

broadband technique. Normally WI-FI standard 802.11b/g or later
protocols are used with a transfer speed of maximum 11/54 mbit/s. .
Radio broadcast units, “Access Points”, connected to Ethernet, gives a

transparent wireless area of the cable network over radio, independent of
protocol. Access Point can be placed anywhere in connection with the
network.
The safety of the WLAN needs to be handled from the customer demand
and needs. A number of different solutions are available to secure the
communication.

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Extend ERP - Mobile Solution 2.1 1 (39)

Fredrik Peterson 2010-08- Fredrik Peterson 2010-08-

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2. MAIN SYSTEM SOLUTION..............................................................................................3

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This White Paper describes Consafe Logistics’ mobile solution, Extend

2. Main system solution

2.1. System design

Extend ERP Hand held or

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2.2. Summary infrastructure

If the companies network is segmented in any way and protected by fire

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2.3. Component description

Extend ERP Integration server module

The Integration server module is a Java based server component handling

Extend ERP Application server module

The Applications server module is a Java based server component handling

Extend ERP clients

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3. Handheld computer process

3.1. Supported processes

Extend ERP supports several processes to make warehouse handling

In addition to standard processes above, also processes regarding report

• Picking of material to production

Further more Consafe Logistics offers the possibility to deliver customer

This whitepaper is only covering standard processes above.

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In application client there are some setting to configure and test

For a more detailed description of system settings see system

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Operator selects a proper environment and pushes the “Connect” button.

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- The operator enters the user ID.

If user and password are incorrect an error message will be displayed.

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3.5. Menu system

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3.6. Goods Receiving

The goods receiving process in Extend ERP is supporting both purchase

The first user interface in goods receiving process in Extend ERP is

- Released orders are displayed in the user dialogue.

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Update e-> Updates order list from ERP system

Cancel -> Return to the previous view

The second user interface in goods receiving process in Extend ERP is