Difference between revisions of "Scanning and Importing PODs into Platinum"

From Catalyst
Jump to: navigation, search
(→‎Importing Multiple POD's using ScanToPDF)
 
(29 intermediate revisions by 7 users not shown)
Line 1: Line 1:
−
{{Review}}
+
== Summary ==
 +
The following article explains the Scanning and Bulk Importing of POD's to Platinum.
 +
 
 +
== Importing a Single POD ==
 +
Below is the procedure for importing a single POD against a Logistics ticket:
 +
 
 +
* Go to {{Menu|{{TI}}|Job Planning}}.
 +
Bring up a date that includes the ticket for which you need to scan POD's or this can be done from the actual ticket entry screen either while the ticket is being produced or after via the Job Planning screen.
 +
* {{KeyPress|Down}} to the correct Ticket and press {{KeyPress|S-F10}} to view the Ticket.
 +
* Click on the {{DataPrompt|Images}} tab.
 +
* Click {{Button|Add}} to add a POD image, use the {{DataPrompt|Browse}} box to get to the image's location, select the correct image and click {{Button|OK}}.
 +
 
 +
== Importing Multiple POD's using Docscan ==
 +
The procedure for the bulk importing POD's into Platinum is as follows:
  
−
== Summary ==
+
* Go to {{Menu|{{TI}}|Job Planning}}.
−
The following article explains the Scanning and Bulk importing of POD's to Platinum.
+
Bring up a date that includes the ticket for which you need to scan POD's or this can be done from the actual ticket entry screen either while the ticket is being produced or after via the Job Planning screen.
 +
* {{KeyPress|Down}} to the correct Ticket and press {{KeyPress|C-F9}} to print the ticket header page and repeat for all the tickets you have POD's for.
 +
* Organize your POD's putting the relevant ticket header page first before the following POD pages.
 +
* Move to the scanning PC (if not already there) and open "Docscan Pro".
 +
* Using the {{DataPrompt|Browse}} box on the left, make sure the {{DataPrompt|INBOX}} folder is selected for the relevant SXCO folder.
 +
* Load scanner with your organized POD's.
 +
* Press the button at the top of "Docscan" or press {{Button|F9}} to start the scan process.
 +
* You will see a {{DataPrompt|Scanning Options}} screen. Make sure there is a tick in {{DataPrompt|Use Template}}, select  {{DataValue|Platinum.tem}} and click {{Button|Scan}}.
 +
* Once this is complete your '''INBOX''' should be full of '''.Jpg''' files that have names referring to ticket numbers which have been read from the bar codes on the Header pages. If these bar codes have not been read correctly (this can happen if the header page has not been read correctly, for example if the header page has been put in the scanner the wrong way round) you will find the file name will be the date of the scan rather than the Ticket Number and will have to be scanned again. Once you have checked for this, exit "Docscan".
 +
* Select {{Menu|{{TI}}|Maintenance Options|Bulk Import of Scanned Documents}}.
 +
* A timer will appear and after a minute or so, the prompt should change and you will see all the docs stored in the '''INBOX''' appear - this is moving them to the relevant location and applying them to the relevant tickets for viewing in Platinum.
 +
 
 +
{{Note|text='''PLEASE NOTE:''' Again, This will only happen after the timer trips over the 1 minute mark.}}
 +
 
 +
* Any images that are left in the '''INBOX''' folder will be images that do not have a file name that relates to a valid ticket number and this should be investigated. Once the problem has been found, the scanning of the relevant POD's should be repeated.
 +
 
 +
 
 +
== Importing Multiple POD's using ScanToPDF ==
 +
The procedure for the bulk importing POD's into Platinum utilising ScanToPDF is as follows:
 +
 
 +
* Go to {{Menu|{{TI}}|Job Planning}}.
 +
Bring up a date that includes the ticket for which you need to scan POD's or this can be done from the actual ticket entry screen either while the ticket is being produced or after via the Job Planning screen.
 +
* {{KeyPress|Down}} to the correct Ticket and press {{KeyPress|C-F9}} to print the ticket header page and repeat for all the tickets you have POD's for.
 +
* Organize your POD's putting the relevant ticket header page first before the following POD pages.
 +
* Move to the scanning PC (if not already there) and open "ScanToPDF".
 +
* Load scanner with your organized POD's.
 +
* Press the button at the top of "ScanToPDF" or press {{Button|F9}} to start the scan process.
 +
* Once this is complete your '''INBOX''' should be full of '''.Jpg''' files that have names referring to ticket numbers which have been read from the bar codes on the Header pages. If these bar codes have not been read correctly (this can happen if the header page has not been read correctly, for example if the header page has been put in the scanner the wrong way round) you will find the file name will be the date of the scan rather than the Ticket Number and will have to be scanned again. Once you have checked for this, exit "ScanToPDF".
 +
* Select {{Menu|{{TI}}|Maintenance Options|Bulk Import of Scanned Documents}}.
 +
* A timer will appear and after a minute or so, the prompt should change and you will see all the docs stored in the '''INBOX''' appear - this is moving them to the relevant location and applying them to the relevant tickets for viewing in Platinum.
  
−
== Details ==
+
{{Note|text='''PLEASE NOTE:''' Again, This will only happen after the timer trips over the 1 minute mark.}}
−
The procedure for importing POD’s into Platinum is as follows:
 
  
−
*'''1.''' Go to '''"Logistics Management”''' ->  '''“Planning screen”'''
+
* Any images that are left in the '''INBOX''' folder will be images that do not have a file name that relates to a valid ticket number and this should be investigated. Once the problem has been found, the scanning of the relevant POD's should be repeated.
−
Bring up a date that includes a ticket you need to scan POD’s for or this can be done from the actual ticket entry screen either while the ticket is being produced or after via the planning screen
 
−
*'''2.''' Arrow downs to the correct Ticket and Press {{Button|F9}} to print the ticket header page and repeat for all the tickets you have POD’s for
 
−
*'''3.''' Organize your POD’s putting the relevant ticket header page first before the following POD pages.
 
−
*'''4.''' Move to the scanning PC (if not already there) and Open Docscan pro
 
−
*'''5.''' Using the browse box on the left make sure the INBOX folder is selected for the relevant SXCO folder.
 
−
*'''6.''' Load scanner with your organized POD’s.
 
−
*'''7.''' Press this button at the top of Docscan or press F9 to start the scan process.
 
−
*'''8.''' Here you will get a scanning options screen from here make sure there is a tick in “Use Template” and select either '''"Platinum COLOR A4"''' and click {{Button|scan}}.
 
−
*'''9.''' Once this is complete your INBOX should be full of .Tif files that have names referring to ticket numbers – read from the barcodes on the Header pages, if these barcodes have not been read correctly (can happen of the header page has not be read correctly (for example if the header page has been put in the scanner the wrong way round) you will find the file name with be the date of the scan rather than the ticket Number and will have to be scanned again. Once you have checked for this exit Docscan
 
−
*'''10.''' Select '''“Logistics Management”''' -> '''“Maintenance options”''' -> '''“Bulk import of Scanned Documents”'''
 
−
*'''11.''' A timer will appear and after '''1 minute''' the prompt should change and you will see all the docs stored in the INBOX appear – this is moving them to the relevant location and applying them to the relevant tickets for viewing in Platinum.
 
−
*'''12.''' Any images that are Left in the inbox will image that do not have a file name that relates to a valid ticket number and this should be investigated and steps 7 to 12 should be repeated.
 
  
 
== See also ==
 
== See also ==
−
*[[Entering Logistics Management Jobs]]
+
* [[How do I create a logistics job?]]
 +
* [[How do I Check all my POD's Have Been Scanned Correctly?]]
 +
 
 +
{{KB_Tags|pod, proof of delivery, proof, delivery, deliveries, docscan, solarsys, scanning, scan}}
 +
{{KB_TI}}{{ZN_Admin}}
  
−
{{KB_Tags|POD, Proof Of Delivery, Proof, Delivery, Deliveries, Docscan, Solarsys}} 
+
{{KB_Ref|TI12, TI18}}
−
{{KB_TI}} {{ZN_Admin}}
 

Latest revision as of 08:38, 26 May 2023

Summary

The following article explains the Scanning and Bulk Importing of POD's to Platinum.

Importing a Single POD

Below is the procedure for importing a single POD against a Logistics ticket:

Bring up a date that includes the ticket for which you need to scan POD's or this can be done from the actual ticket entry screen either while the ticket is being produced or after via the Job Planning screen.

  • <Down Arrow> to the correct Ticket and press <Shift+F10> to view the Ticket.
  • Click on the "Images" tab.
  • Click [Add] to add a POD image, use the "Browse" box to get to the image's location, select the correct image and click [OK].

Importing Multiple POD's using Docscan

The procedure for the bulk importing POD's into Platinum is as follows:

Bring up a date that includes the ticket for which you need to scan POD's or this can be done from the actual ticket entry screen either while the ticket is being produced or after via the Job Planning screen.

  • <Down Arrow> to the correct Ticket and press <Ctrl+F9> to print the ticket header page and repeat for all the tickets you have POD's for.
  • Organize your POD's putting the relevant ticket header page first before the following POD pages.
  • Move to the scanning PC (if not already there) and open "Docscan Pro".
  • Using the "Browse" box on the left, make sure the "INBOX" folder is selected for the relevant SXCO folder.
  • Load scanner with your organized POD's.
  • Press the button at the top of "Docscan" or press [F9] to start the scan process.
  • You will see a "Scanning Options" screen. Make sure there is a tick in "Use Template", select 'Platinum.tem' and click [Scan].
  • Once this is complete your INBOX should be full of .Jpg files that have names referring to ticket numbers which have been read from the bar codes on the Header pages. If these bar codes have not been read correctly (this can happen if the header page has not been read correctly, for example if the header page has been put in the scanner the wrong way round) you will find the file name will be the date of the scan rather than the Ticket Number and will have to be scanned again. Once you have checked for this, exit "Docscan".
  • Select " Logistics Management Maintenance Options Bulk Import of Scanned Documents".
  • A timer will appear and after a minute or so, the prompt should change and you will see all the docs stored in the INBOX appear - this is moving them to the relevant location and applying them to the relevant tickets for viewing in Platinum.
PLEASE NOTE: Again, This will only happen after the timer trips over the 1 minute mark.
  • Any images that are left in the INBOX folder will be images that do not have a file name that relates to a valid ticket number and this should be investigated. Once the problem has been found, the scanning of the relevant POD's should be repeated.


Importing Multiple POD's using ScanToPDF

The procedure for the bulk importing POD's into Platinum utilising ScanToPDF is as follows:

Bring up a date that includes the ticket for which you need to scan POD's or this can be done from the actual ticket entry screen either while the ticket is being produced or after via the Job Planning screen.

  • <Down Arrow> to the correct Ticket and press <Ctrl+F9> to print the ticket header page and repeat for all the tickets you have POD's for.
  • Organize your POD's putting the relevant ticket header page first before the following POD pages.
  • Move to the scanning PC (if not already there) and open "ScanToPDF".
  • Load scanner with your organized POD's.
  • Press the button at the top of "ScanToPDF" or press [F9] to start the scan process.
  • Once this is complete your INBOX should be full of .Jpg files that have names referring to ticket numbers which have been read from the bar codes on the Header pages. If these bar codes have not been read correctly (this can happen if the header page has not been read correctly, for example if the header page has been put in the scanner the wrong way round) you will find the file name will be the date of the scan rather than the Ticket Number and will have to be scanned again. Once you have checked for this, exit "ScanToPDF".
  • Select " Logistics Management Maintenance Options Bulk Import of Scanned Documents".
  • A timer will appear and after a minute or so, the prompt should change and you will see all the docs stored in the INBOX appear - this is moving them to the relevant location and applying them to the relevant tickets for viewing in Platinum.
PLEASE NOTE: Again, This will only happen after the timer trips over the 1 minute mark.
  • Any images that are left in the INBOX folder will be images that do not have a file name that relates to a valid ticket number and this should be investigated. Once the problem has been found, the scanning of the relevant POD's should be repeated.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
pod, proof of delivery, proof, delivery, deliveries, docscan, solarsys, scanning, scan
Tags

TI12, TI18

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Scanning_and_Importing_PODs_into_Platinum&oldid=43956"