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Control Product Storage and Prepare for an Update to Progress OpenEdge

October 25, 2019 by Caitlin O'Donnell

This Newsbreak touches on a few different items of interest this month! First, learn how to use location storage codes to ensure your location-controlled products are stored and managed properly in the warehouse. Then, we're sharing the latest information on the Progress OpenEdge upgrade that will be required early next year. Read on to learn about what this upgrade entails and what you can do to prepare your C/S database.

Location Storage Codes:

  • What Does It Do? Location Storage Codes provide the ability to restrict the type of location-controlled products that can be stored in warehouse locations.
  • Why Should I Use It? Ensure location-controlled products are stored in the proper warehouse location
  • I Want to Learn More!

Location Storage Codes provide the ability to restrict the type of location-controlled products that can be stored in warehouse locations. A space delimited list of valid storage codes may be defined in Warehouse Location Maintenance for a particular warehouse location. When increasing inventory in a location with storage codes defined, the system will first check the space delimited storage codes defined in Product Maintenance. If storage codes are defined there and a matching storage code is found, the system will allow inventory to increase for that product in the desired location. If storage codes are defined, but there is no matching storage code, the system will not allow inventory to increase. If no storage codes are defined in Product Maintenance, the system will then look at the space delimited storage codes defined in Master Product Maintenance. If storage codes are defined there and a matching storage code is found, the system will allow inventory to increase for that product in the desired location. If no matching storage code is found, or no storage codes are defined, the system will not allow inventory to increase. Defining storage codes does not affect existing inventory.

storagecodes_1

The following programs enforce the storage code restrictions:

  • I/C Stock Transaction - Create Inventory
  • I/C Stock Transaction - Warehouse Transfer
  • I/C Product Drum-Off
  • I/C Physical Inventory Entry
  • P/O Receipt Entry
  • M/G Batch Receipt Entry
  • M/G Quick Batch Receipt Entry
  • O/E Customer Return Receipt Entry
  • R/F Warehouse Transfer 
  • R/F Physical Inventory Entry 
  • R/F P.O. Receipt 
  • R/F Batch Receipt 

Upgrading to Progress OpenEdge Version 12.1

ProgresslogoEarly next year, C/S will require a new version of Progress OpenEdge.  Progress OpenEdge will be upgraded from 10.2B to 12.1. Datacor anticipates the roll-out of 12.1 to begin during 2020 Q1. There are a number of advantages of Progress OpenEdge v12.1, such as:

Benefits of Progress OpenEdge v12.1

  • Increased database throughput performance for unprecedented responsiveness and scalability.  The 64-bit database products allow more of the database to be loaded in memory yielding fast data access.
  • Minimize planned downtime with the ability to keep the OpenEdge database up and running when modifying startup parameters online.
  • New features providing the ability to build robust interfaces to external REST API to increase functionality within C/S.   Lays the technological foundation to build REST API endpoints extending  C/S functionality to web based systems.

The process will be to first upgrade your system to Progress OpenEdge v12.1 while continuing to run C/S 2018-01; then after running in this environment for several weeks, you will be positioned to upgrade to the latest version of C/S. The time required to upgrade Progress OpenEdge on your system will be dependent on the performance of your server, the number of databases to be upgraded, the size of your databases, and whether a dump and load of the database is done to reclaim space. The Progress OpenEdge upgrade will be performed by Datacor and is billable. It will require scheduled downtime as C/S will be off-line and not accessible during the upgrade.

It may be worthwhile to clean up your database prior to installing Progress OpenEdge v12.1. The C/S Transactional Data Purge Utility is a great tool to help you do it. If you complete the purge of your data in your Live databases prior to the installation of Progress OpenEdge v12.1, a dump and load of your Live databases can be performed when upgrading to 12.1 to reclaim space and rebuild indexes. Information about the Transactional Data Purge Utility is included below, and additional details can be found in the online help at  C/S Online Help > General > Data Purge. Please email CS-Support@datacor.com if you’d like assistance with the Transactional Data Purge Utility.

Transactional Data Purge Utility

  • What Does It Do? Removes old data from your C/S database
  • Why Should I Use It? Keeps your database clean and at a manageable size for better system maintenance
  • I Want to Learn More!

itemeditorimage_54e230b6176c8Data is powerful, but after a certain period, it is time to start purging old data from the database for various reasons such as reducing the size of the database for easier system maintenance and ridding yourself of transactional data which no longer has a useful purpose. The Purge Utility contains multiple options to allow the definition of record types to delete as well as the purge date filter. The user can choose to purge transactional data (such as Orders, Purchase Orders, Batch Ticket, etc.) and/or summary data (such as sales summary, purchasing summary, batch summary, etc.). The Purge Utility seeks to delete the entire life-cycle of the starting point transactions. The initial record and all related records will only be purged if each level passes validation. The utility validates that the transaction date is prior to the purge date, the period is closed, and the transaction is posted. If all related records pass the validation check, then the entire transaction life-cycle is purged. For auditing purposes, the complete set of transaction details can be written out to a text file before the complete transaction is permanently deleted from the database. The text files can be zipped and stored off-line, but there is no way to reference or access the purged data (i.e., the text files) from within C/S after the deletion occurs.

The purge routine is driven by a number of user-defined parameters:

  • Transaction purge date filter
  • Year/Period purge filter
    • Sales Summary Data
    • Purchase Summary Data
    • Batch Summary Data
    • GL Summary Data
    • Daily Operations Report Data

  • Options to purge
    • Trans-Log
    • Cancelled Orders
    • Non-Cancelled Orders
    • Blanket Orders
    • Quotes
    • POs
    • Cancelled PO Requisitions
    • CMDM not Tied To Order or RMA
    • AR not tied to Invoice
    • AR GL
    • AP Not tied to PO or Freight Accrual
    • CRMAs
    • Batch Tickets
    • SRMAs
    • Container Transactions
    • Closed WF
    • Lost Orders
    • Processed External Process Jobs
    • Failed or Cancelled EDI Records
    • Manual Journal Entries
Below are some of the areas the system checks prior to allowing the deletion of a sales order:
  • Sales Order
  • Shipments
  • Invoices
  • RMA
  • AR
  • AR Cash
  • AR Cash Cancelled
  • For Directs & Warehouse Transfer orders
    • Purchase Order
    • PO Receipt
    • PO Accrual
    • SRMA
    • AP Voucher
    • AP Payment

Additional details can be found in the online help at Chempax C/S Online Help > General > Data Purge. Please email CS-Support@datacor.com if you’d like assistance with the Transactional Data Purge Utility.

 

NOTICE: Windows Server 2008 End of Life

On January 14, 2020, Microsoft will end support for Windows Server 2008 and 2008 R2, which means the end of regular security updates. Don't let your infrastructure and applications go unprotected. When ready, please email CS-Support@datacor.com to schedule the installation of C/S on your new server.

Topics: ERP, Inventory Management, Database Maintenance, Datacor ERP C/S


Written by Caitlin O'Donnell

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