Ross ERP

Ross Mobile
User Guide
Version 8.0

August 2018

Product Documentation www.aptean.com

4325 Alexander Drive, Suite 100 • Alpharetta, GA 30022-3740 • +1(770) 351-9960 •www.aptean.com • info@aptean.com

Copyright © 2018 Aptean. All Rights Reserved. These materials are provided by Aptean for informational
purposes only, without representation or warranty of any kind, and Aptean shall not be liable for errors or
omissions with respect to the materials. The only warranties for Aptean products and services are those set
forth in the express warranty statements accompanying such products and services, if any, and nothing
herein shall be construed as constituting an additional warranty. No part of this publication may be
reproduced or transmitted in any form or for any purpose without the express written permission of Aptean.
The information contained herein may be changed without prior notice. Some products marketed by
Aptean contain proprietary software components of other software vendors. Aptean and other Aptean
products and services referenced herein as well as their respective logos are registered trademarks or
trademarks of Aptean or its affiliated companies.
 Contents

Contents
About this Guide i

Scope i

Audience i

Prerequisites i

Ross Product Guides and Technical Support i

Chapter 1: Ross Mobile Module 1-1

About Ross Mobile 1-2

Ross Mobile Facilities 1-2

User Parameters 1-2

For a User with Security Status set to ‘A’ 1-2

For a User with Security Status not set to ‘A’ 1-2

Company Parameters 1-3

Route IDs and Addresses 1-4

Product UPC Codes 1-6

RM | User Guide Page i

 About this Guide

About this Guide

Scope
This guide describes Ross Mobile menu in Ross ERP designed to assist Ross mobile users.

Audience
This guide is written for system administrators who will install Ross ERP and has to assist Ross
mobile users.

Prerequisites
The audience should have an understanding of ERP configuration.

Ross Product Guides and Technical Support

Documentation updates, product guides, technical support and education services are
available from the Customer Portal and Partner Portal at
https://support.aptean.com/selfservice. You will require a valid user name and password to
access these sites. Contact SupportReadiness@aptean.com for logon information.

Contact Global Technical Support at http://www.aptean.com/Support.

Send questions, comments or suggestions related to documentation to

Documentation@aptean.com.

RM | User Guide Page i

 1
Chapter 1: Ross Mobile Module

RM | User Guide Page 1-1

 About Ross Mobile

About Ross Mobile

Ross ERP provides a new module in the ERP Master menu called Ross Mobile. This module has
facilities to help Ross Mobile users to maintain settings used by Ross Mobile, and define data
necessary for the use of Ross Mobile.

Ross Mobile Facilities

The following facilities are included in the Ross Mobile module:

l User Parameters

l Company Parameters

l Route IDs and Addresses

l Product UPC Codes

User Parameters
Users with security status set to ‘A’, for example, the System Manager, can maintain all user
parameters. Users with security status that is not ‘A’ can only maintain user parameters that are
user-specific.

Menu Path: Master > Ross Mobile > User Parameters

Facility ID: SYS_M_040

For a User with Security Status set to ‘A’

The User Parameters menu displays the Ross Mobile User Specific Parameters grid that displays
all the User IDs and the companies each User ID is authorized to view. For more details on the
Ross Mobile User Specific Parameters grid, see Ross Mobile User Specific Parameters Grid .

For a User with Security Status not set to ‘A’

The User Parameters menu displays the User Specific Parameters grid that displays all the
companies that you are authorized to view. For more details on the columns displayed in the
Ross Mobile User Specific Parameters grid, see Ross Mobile User Specific Parameters Grid .

Table 1-1 Ross Mobile User Specific Parameters Grid

Column Heading Description

User ID ID of the users.

User Name List of user names.

Company Code Company Code authorized for the user name.

RM | User Guide Page 1-2

 Company Parameters

Table 1-1 Ross Mobile User Specific Parameters Grid (continued)

Column Heading Description

Scan UPCs Indicates if the user enters product information on orders by scanning
UPC codes or by selecting Product Codes from a list of products.
Typically, a delivery person will scan UPC codes.

l Enter Y if user scans UPC codes.

l Enter N if user selects product codes from list.

Route Based Indicates if the user must select a route to identify the customer
addresses available to them in Ross Mobile. Typically, a delivery person
is route-based and a salesperson is not.

l Enter Y if the user must select a route.

l Enter N if the user need not select a route.

Salesperson Code Salesperson code assigned to the selected user. You can modify the
Salesperson code only if the Route Based flag is set to N.

Salesperson Name Name of the Salesperson.

Age By Date Indicates if the AR aging should be done by due date or transaction
date.

Note: The column defaults to due date.

Transactions to Include Indicates if the AR aging should include all transaction types, only
debit transactions or only credit transactions.

Note: The column defaults to all transaction types.

Interval Type Indicates if the AR aging intervals should be based on months or days.
If the aging interval is based on days, indicate the interval length in
days in the Period Length column.

Note: The column defaults to days.

Period Length (Days) If the Interval Type is days, indicate the number of days for each aging
interval. By default, the Period Length is displayed as 30. You can
modify the value to any number from 1 to 99.

Max Trans Indicate the maximum number of transactions that will be returned
and displayed in one service call. The higher the number of
transactions, the longer it takes to retrieve the data.

Note: By default, the Maximum Number of Transactions is

displayed as 10. You can modify the value to any number
from 1 to 25.

Company Parameters
The Ross Mobile Company Specific Parameters grid displays only for users with security status
set to A. All companies that you are authorized to view are displayed.

Menu Path: Master > Ross Mobile > Company Parameters

RM | User Guide Page 1-3

 Route IDs and Addresses

Facility ID: SYS_M_104

The Ross Mobile Company Specific Parameters grid displays the following columns:

Table 1-2 Ross Mobile Company Specific Parameters grid

Column Heading Description

Company Code Company Codes authorized for the user.

Company Name Name of the selected Company.

Order Ahead Days Number of days in advance that an order can be placed when using
the sales order entry function in Ross Mobile. By default, the column
displays 2 days. You can specify the days from 0 to 999.

Credits Allowed Indicates if users are allowed to enter credits on sales orders in the
Ross Mobile application. Enter Y if you want to allow users to enter
credits on sales orders. When users enter credits, credit notes are
created along with the sales orders.
The column defaults to N.

1. Select the required line, exit forward to view Ross Mobile Division Specific Parameters for
the selected Company.

2. The Ross Mobile Division Specific Parameters grid displays the following columns for
active divisions:

Table 1-3 Division Specific Parameters grid for the selected Company

Column Heading Description

Division Divisions that belongs to the Company.

Division Name Name of the specified Division.

Add Order Hold Status Enter the hold code or select from the List of Values to hold the order
after the order is added.

Note: The column defaults as blank.

Add Order Hold Description Description of the hold code that you specified in Add Order Hold
Status column.

Modify Order Hold Status Enter the hold code or select from the List of Values to hold the order
after the order is modified.

Note: The column defaults as blank.

Modify Order Hold Description of the hold code that you specified in Modify Order Hold
Description Status column.

Route IDs and Addresses

You can maintain Route IDs and Addresses from the Ross Mobile menu. Route IDs are used by
route-based Ross Mobile users.

RM | User Guide Page 1-4

 Route IDs and Addresses

After logging into the Ross Mobile application, a route-based user can view a list of route IDs.
The user must select a route ID to determine the list of customer addresses available for
customer inquiries and entering sales orders, until a new route ID is selected.

Route IDs are unique within each company, but can contain customer addresses from multiple
divisions. Additionally, a customer address can be linked to more than one route ID.

You can link an unlimited number of customer addresses to a single route.

Menu Path: Master > Ross Mobile > Route IDs and Addresses

Facility ID: SYS_M_035

To maintain Route IDs

1. Open the Route IDs and Addresses page.

2. Click Insert Record icon to add a Route ID with the related Description and the Status
Flag. When you create a route, the default status is displayed as A, which means active.You
can change it to I, which means Inactive.

3. Exit forward to view the Route IDs grid for the new route with the following columns:

Table 1-4 Route IDs grid

Column Heading Description

Stop Sequence Stop Sequences are unique within each route. It is recommended that
you use discontinuous stop sequences so that a new stop sequence
can be easily inserted. To assist with this, the system defaults stop
sequences in increments of 10. However, you are allowed to change
the sequences.

Division Enter the Division or select using the List of Values.

When inserting an address, this column defaults to the user's default
AR or SOP division.

Division Name Name of the division.

Customer Number Enter the Customer Number in the specified division or select using
the List of Values.

Customer Name The Customer Name displays by default.

Address Code Enter an active Address Code that belongs to the selected customer or
select from the List of Values.

Address The address information is displayed after you select the Address
Code.

4. Double-click on a record to modify the Description and Status Flag and to access the
linked addresses for that route.

RM | User Guide Page 1-5

 Product UPC Codes

You can modify the linked addresses for a particular stop sequence and for a particular
route by changing the combination of the Division, Customer Number and Address
Code.

5. Click the Delete Record icon to delete a specific route ID or a specific address within a
route. If you delete a route ID that has linked addresses, both the route ID and the
corresponding linked addresses will be deleted.

Note: If a customer address belonging to a route is deleted or deactivated from

the Delete Customer Addresses screen, a warning is displayed for your
confirmation to delete or deactivate. Click Yes to confirm and the
address is deleted from all routes to which it is linked.

Product UPC Codes

You can maintain Product UPC Codes from Ross Mobile menu. UPC codes are currently used
only by the Ross Mobile application.You can add, modify and delete UPC codes from the
Product UPC Codes grid.

Menu Path: Master > Ross Mobile > Product UPC Codes

Facility ID: SYS_M_079

To maintain Product UPC Codes

>> Open the Product UPC Codes page.

The Product UPC Codes grid displays the following columns:

Table 1-5 Product UPC Codes grid

Column Heading Description

Product All products that are active, warehoused, and sales permitted products
that are available for Ross Mobile users are displayed by default. Press
F2 to select the required products using the Selection Criteria window.

Product Description The description of the product.

UPC Code The UPC code for this product.

RM | User Guide Page 1-6