The Hand Held extension is a data capture mobile solution used in many types of businesses for warehouse management and inventory control. The suite includes a front-office application (Socrate Pocket), running on Windows CE compatible devices and a back end component which sits on the SocrateCloud Platform. Below are listed just some of the benefits of Hand Held integration:
Fewer incidents due to human error
Increased productivity
Resolving incidents in real time
Completely eliminating "wrong delivery" incidents
To enable the extension you need to go through the following setup:
Installing the Socrate Pocket application on the Hand Held device
Activating the necessary Web Services in SocrateCloud
HH Device Application Settings
config.txt
explicaţii.txt
Application Acces
Installing the HH Application (Socrate Pocket)
First the installation kit needs to be saved on the PC, where the necessary configurations can be made. The files within the "Socrate" directory should be cope on the device, in the "\BACKUP\Socrate" directory. After copying the application, we recommend that you create a shortcut for it on the device desktop.
The Socrate Pocket application works on "Datalogic" (Skorpio) hand held devices and require a wireless connection.
The application also require Microsoft .Net Compact Framework 2.0 to be installed on the device.
It is also necessary to ad the device to a network and also to check that the control character is also checked. These settings can be made in the following menu, from the hand held device: "Bar Codes/Configure/Reader Parameters/UpcEan/Ean13"
All the following parameters need to be enabled:
Decoder
Check Evaluation
Check Transmission
Keyboard emulation also needs to be selected from the following menu: "Bar Codes/Scan Parameters"
Activating Web Services
Data transfer between the Hand Held device (Socrate Pocket) and SocrateCloud is done both ways using Web Services:
Hand Held Device -> SocrateCloud - the data saved on device will be sent to the Web Service , after which it will be processed by SocrateCloud. Sent data will be deleted from the device;
SocrateCloud -> Hand Held Device - before using the device you need to upload specific SocrateCloud data to the the HH device, using the "Update" button. This includes the list of products, warehouses and activities defined in SocrateCloud. The update needs to be done when starting the Socrate Pocket and whenever information affecting the current operations get's changed within SocrateCloud.
The following web services need to be activated for the HH component to work:
getActivities method: ws.bitsoftware.sohh.sohhWs.getActivities
getLocators method: ws.bitsoftware.sohh.sohhWs.getLocators
getMoveConfirmationHeaders method: ws.bitsoftware.sohh.sohhWs.getMoveConfirmationHeaders
getMoveConfirmationLines method: ws.bitsoftware.sohh.sohhWs.getMoveConfirmationLines
getProducts method: ws.bitsoftware.sohh.sohhWs.getProducts
getQtyAvailable method: ws.bitsoftware.sohh.sohhWs.getQtyAvailable
getReceiptConfirmationHeaders method: ws.bitsoftware.sohh.sohhWs.getReceiptConfirmationHeaders
getReceiptConfirmationLines method: ws.bitsoftware.sohh.sohhWs.getReceiptConfirmationLines
getShipConfirmationHeaders method: ws.bitsoftware.sohh.sohhWs.getShipConfirmationHeaders
getShipConfirmationLines method: ws.bitsoftware.sohh.sohhWs.getShipConfirmationLines
getWarehouseLocators method: ws.bitsoftware.sohh.sohhWs.getWarehouseLocators
getWarehouses method: ws.bitsoftware.sohh.sohhWs.getWarehouses
createMaterialMovement method: ws.bitsoftware.sohh.sohhWs.createMaterialMovement
processInOutConfirmation method: ws.bitsoftware.sohh.sohhWs.processInOutConfirmation
processMoveConfirmation method: ws.bitsoftware.sohh.sohhWs.processMoveConfirmation
saveProductLocator method: ws.bitsoftware.sohh.sohhWs.saveProductLocator
sendDocument method: ws.bitsoftware.sohh.sohhWs.sendDocument
getUsers method: ws.bitsoftware.sohh.sohhWs.getUsers
Specific instruction on how to enable Web Services and other related setting can be found in Web Services:
Access to web services can be secured or not!
The settings is made from:
System Admin -> General Rule - Security -> Web Services
Access can be based on:
Role
IP (or IP class)
Anonymous
Notes:
if the web services are not secured, when defining them, in the Web Services window, the following options need to be cleared: Enforce based Ip Access, Enforce Role Based Access;
when defining the getUsers web service the following option needs to be selected: Anonymous Access;
There is also the possibility to transfer data manually. In this case, before use, the corresponding product, warehouse and activity files need to be added to the device.
The Load HH files process, located in Hand Held menu can be used to manually transfer data from the device to SocrateCloud. Depending on the selected Import Format, after running the process, records will be generated on the corresponding temporary table. From the window representing the temporary table, located in the Hand Held menu, run the Import process from any of the records. This will generate in SocrateCloud, the documents that were operated using the HH device.
HH Device Settings
Before using the Socrate Pocket application you need to make the following changes to the config.txt file, from the application directory:
USE_WS == Y
= indicates whether the application uses Web Services or not (Y - da, N - nu)
URL == http://bit-build/sohhWs/sohhWs?wsdl
= Web service server URL; this should be accesible from the device network;
ADCLIENTID == nnnnnnnnnnn - Tenant ID
PRODUCTS_WHERE == selection filter for the products imported on te device:
example. " M_Product.IsBom = 'Y' " for products with a bill of materials
ADD_REPEAT == Y
= if, when adding a product the window should be closed or not. If "Y", the corresponding screen will not close after reading a product.
DELIVERY_AVIZ == Y
= indicates whether the the delivery is generated based on a shipment or confirmation (Y - Shipment, N - Confirmation)
In addition to these configuration it is necessary to complete the explanation.txt file, with the incomplete delivery explanation options. These file can also be found in the application directory.
HH Application Access
Access to the Socrate Poket device is done based on a username and password. Due to the how the device keyboard is designed, we recommend hat the username and password should be composed of only numeric characters.
After the device users have been defined, you need to allocate them to a SocrateCloud user by using the Hand Held User window, located in the Hand Held -> HH Setup menu. The following fields are available:
User/Contact - the user to which access to the device is granted;
HH User Name, HH Passowrd - HH device authentication data;
After logging into the Socrate Pocket application, the user must select a default warehouse which will be used throughout the session:
Notes:
in order to make a product or locator accessible in Socrate Pocket, when defining them in SocrateCloud, you need to select the Hand Held option
the Warehouse tab, from the Hand held User window is used to define the warehouses a user can access using the hand held device.
The Socrate Pocket application can be used for the following:
registering production documents (internal material use)
registering transfers between warehouses (material movements)
material movements confirmations
receipt / shipment confirmations
inventory count