You have a production management information system (ERP / PGI), or a logistics management system (WMS), and you want to make intelligent mobile barcode / Rfid entries of your incoming orders, shipments and outgoing stock, traceability, and quickly see the result in this management information system.
You’ve checked with your editor that he has nothing to offer on his own, and you intend to add this function with our software and terminals (PDAs): here are the requests to make and questions to ask your editor first, before calling us, because the fundamental question at this stage is NOT: “how do we do it? BUT “how do we exchange data?” and “what level of automation do I want to achieve?”
We aim to significantly reduce the cost of integrating our mobile traceability applications into an ERP project by standardizing them.
In this way, you’ll be able to optimize our services in no time and at little cost. But beyond expenses, there’s the question to answer first: is it possible to integrate with my ERP, and what are the possible interfaces?
Many of the factors involved in integrating mobile traceability solutions depend on your vendor and your choices. Here, then, are the elements that will enable you to make your requests to your editor and make your choices for the future: exchange principles, requests and strategies.
Principles and types of mobile application exchanges with ERPs, requests to be made to your editor according to
ERPs are :
either a “3-tier” architecture: (e.g. Microsoft AX)
the presentation layer, also known as the “client”, installed on your PC. The standard client exists, as does the “thin” browser client, which offers slightly fewer functions.
either in Web architecture: (many are Opensource, like Dolibarr)
application logic is written in PHP or Python: provision of screens accessible by the “client” browser.
What is a mobile terminal with integrated scanner?
See advantages of ruggedized terminals with scanner
On these terminals, we use their own processor and embedded database system, NOT their browser.
Impacts on exchanges between mobile terminals and ERP.
This advice or request is easier to make or obtain before purchasing an ERP system, than afterwards: think about it when choosing your ERP system.
Our mobile links with ERPs depend on their architecture:.
- in Web architecture: you’re online, and you can access the screens provided, if they’re “responsive”, directly via the terminal’s browser (and you don’t need us). But in general, their ergonomics and screens are not designed to quickly accept a burst of data with a scanner, so we’re back to the next case.
- in “3-tier” architecture: we use the Offline mode: see OFFLINE 1st on mobile apps :we read or integrate a part of the ERP database concerned by the targeted process, work on it with the local mobile database and transfer the data at the end of the process.
There are 3 ways of exchanging data with centralized management systems / ERP and a fourth solution
the old, manual “import-export” method, with files generally in “csv” format (readable by Excel):The mobile terminal will automatically read the files made available by the ERP operator, and automatically write the files to be integrated by the ERP system, either manually or automatically (by request). The processes covered are therefore listed by the ERP, and all that’s required is to send us by e-mail the model and tested import and export csv files.
This mode is the customer’s responsibility; we always have a csv import/export mode on our app, but this mode is tedious to operate.
direct database exchange mode: rights are granted by the editor per table, per database, per mode: read or write. The OLE DB or ODBC connection mode, depending on the database engine, is then installed for exchanges.
It is no longer used for technical reasons (old mode), security and liability reasons.
This mode is the customer’s responsibility. We always have a csv export and import mode on our app, but this mode is tedious to operate.
When it comes to reading ERP data into terminals, this doesn’t pose many problems of rights and responsibilities, provided you ask the publisher for authorization to read the database and its “data dictionary”.
On the other hand, neither we nor the publisher take responsibility for writing or modifying data directly in the database, otherwise we lose all the consistency checks we’ve ensured.
We must therefore ask (the editor), if this is not already the case, to create a so-called “pivot” table which allows the terminal to dump its data into it, and the ERP to integrate it cleanly into its database via the editor’s own process (development generally done by the editor), which empties this table. A sort of batch mode, too, which is not necessarily perceived by the user as its frequency can be high.
direct exchange via API: write and read exchanges are fully controlled in terms of possibilities and rights by interface programs (“APIs”) made available by the editor: here again, documentation should be requested from the editor. Here again, documentation should be requested from the publisher.
At this level, automation is complete, clean and simple. For example, see apps mobiles autour de Dolibarr, since version 10, has a large number of APIs (inventory, goods receipt, on-site maintenance and parts exchange on machines, picking, goods issue, location type update, time recording, etc…. ). In our case, we import a table of items with descriptions, values and photos produced by our own orders into the mobile database, and write back the values entered by scan, like an inventory.
The ERP, through its APIs, takes care of database consistency.
the fourth solution without interface: (here, if we don’t sell software, we won’t sell terminals, this is just a tip for you) if your information system doesn’t have a solution for semi-real-time exchanges with other barcode systems, the only solution left is to install a mobile screen with scanning and a free hand:
- either a professional tablet with an imager included underneath (most often under Windows, check and test beforehand, and in the case of web architecture, you can use Android).
- or a tablet without an imager and add a finger-scan ring, see types of barcode mobile terminals
The high performance of the functionalities we’ll be installing with the API will be an advantage, thanks to links that don’t need to be synchronized in real time: the off-line mode is very useful in areas with no network, or conversely in places that are heavily used in near real-time on-line mode, such as picking lines.
In parallel with these modes, we need to ask ourselves the following question:
Can and should the new data captured by the mobile process be integrated into the ERP system?
if the ERP doesn’t have fields or tables to store them, it’s not necessary. You can put them in a database which will only be read in the event of a product recall, i.e. as rarely as possible.
There are four possibilities for mobile data feedback:
- this data is already provided for in the ERP: so don’t worry, just ask for the API instructions.
- this data is not provided for in the ERP: you therefore have a choice between :
- have the editor integrate this function,
- change ERP,
- have us add a separate database: the analysis link between tables and databases will then have to be set up.
ERP changeover strategies by case
You have recently acquired an ERP / information system.
the investment was high, or change is impossible: ask your publisher about the standard output interfaces and direct-read access to the database, and depending on the answers and your desired level of automation, negotiate additions: see the points and questions above, then come back to us.
You have a tool that is more akin to a “business” sales management system.
calculations are made in this ERP and supplier catalogs are included (e.g. in the automotive industry, blinds, etc.): there’s no question of changing it.
So you keep the tool, you print your customer orders and the rest (like stock management, production) can be done on a mobile terminal by OCR reading of the purchase order or BL references: we’ve created this app and its online database: Developed mobile stock management solution
We can answer your specific questions.