MP2 Enterprise 6 - 1 System Admin

MP2 ENTERPRISE
SySTEM adMINISTRaToRS guIdE

6.1 SQL SERvER EdITIoN
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Infor Global Solutions 50 Datastream Plaza Greenville, SC 29605 Printed in the United States of America.
October 2006 MP2 Enterprise 6.1 SQL Server Edition System Administrator's Guide
CONTENTS
1 Installation ............................................................................................................1
Installation Requirements............................................................................................................................2 Installing Microsoft SQL Server 2005 Express ..........................................................................................2 Installing MP2 on the Server.......................................................................................................................5 Creating a Repository for Automatic Upgrades........................................................................................12 Generating a Configuration File for Unattended Workstation Installations ...............................................15 Executing Unattended Workstation Installations ......................................................................................19 Executing Manual Workstation Installations .............................................................................................20 Adding a New Database Connection to an Existing Workstation Installation...........................................25 Increasing the Number of MP2 Seats and Installing Add-ons ..................................................................28 Uninstalling MP2........................................................................................................................................31
2 Data Entry Planning ............................................................................................... 33

Key Fields .................................................................................................................................................34 Naming Key Fields.................................................................................................................................34 Changing Key Fields..............................................................................................................................34 Identification Methods ...............................................................................................................................35 Guidelines for Identification....................................................................................................................35 Custom Identification Methods ..............................................................................................................35 Employee Codes.............................................................................................................................35 Vendors...........................................................................................................................................36 Equipment .......................................................................................................................................36 Inventory.........................................................................................................................................36 Additional Types and Codes ...........................................................................................................37 Descriptions ....................................................................................................................................37 Optional Identification Methods..............................................................................................................38 Industry Standard Reference.........................................................................................................38 Manufacturers Reference...............................................................................................................38 Item Reference...............................................................................................................................38
Type Reference..............................................................................................................................38 Equipment Group............................................................................................................................38 Data Entry Methods ..................................................................................................................................38 Method 1: Create Complete Equipment Records..................................................................................39 Method 2: Create Equipment Records with Only Equipment Number and Description........................39 Method 3: Create Parent Records ........................................................................................................39 Method 4: Create Records while Creating Tasks and Work Orders....................................................39
3 Security ............................................................................................................... 41
Creating Role Types .................................................................................................................................42 Creating Purchasing Centers................................................................................................................42 Creating Warehouses............................................................................................................................43 Creating Sites ........................................................................................................................................43 Setting Up Security ...................................................................................................................................44 Creating Security Roles.........................................................................................................................44 Creating User Accounts ........................................................................................................................45 Changing User Passwords ...................................................................................................................46 Assigning Users to Security Roles........................................................................................................47 Assigning Users to Security Roles Individually ..............................................................................47 Assigning Users to Security Roles Simultaneously........................................................................48 Restricting Security Roles ........................................................................................................................49 Defining Field Security ...........................................................................................................................49 Defining Form Security ..........................................................................................................................50 Defining Table Security..........................................................................................................................51 Defining Menu Option Security ..............................................................................................................52 Defining Group Purchasing Security .....................................................................................................53 Copying Security Restrictions ...............................................................................................................55 Defining Security Filters............................................................................................................................56 Customizing Menu Titles and Field Labels ...............................................................................................57 Customizing Menu Titles .......................................................................................................................57 Customizing Field Labels.......................................................................................................................58 Sample Security Sets................................................................................................................................59 Management Role..................................................................................................................................59 Maintenance Role..................................................................................................................................59 Inventory Role .......................................................................................................................................59 Purchasing Role ....................................................................................................................................59
4 Initial Setup ......................................................................................................... 61

Entering the Automatic Client Update Path...............................................................................................62 Setting Up Facility Information ..................................................................................................................62 Setting Up Financial Periods .....................................................................................................................63 Setting Up Inventory .................................................................................................................................64 Setting Up Invoicing ..................................................................................................................................65 Setting Up Quotations and Requisitions ...................................................................................................66
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Enforcing Automatic Numbering............................................................................................................66 Printing Multimedia Files ........................................................................................................................67 Specifying the Next Quotation and Requisition Numbers .....................................................................67 Entering the Requisition Heading...........................................................................................................68 Creating the Single Source Letter..........................................................................................................69 Entering Requisition Approval Levels ....................................................................................................69 Specifying Requisition Generation Options ...........................................................................................70 Bypassing the Requisition Approval Process .......................................................................................72 Setting Up Purchase Orders ....................................................................................................................72 Specifying Default Purchasing Options .................................................................................................72 Specifying Default Addresses ...............................................................................................................73 Specifying Purchase Order Receive Options .......................................................................................74 Specifying Purchase Order Generation Options ..................................................................................76 Setting Up Fax .......................................................................................................................................77 Setting Up Work Orders ...........................................................................................................................77 Modifying the State and Province Codes..................................................................................................78 Specifying Multimedia File Search Paths ..................................................................................................79 Creating Credit Card Records ..................................................................................................................80 Defining Euro Currency Conversion Settings...........................................................................................81
5 Utilities ............................................................................................................... 85
Converting Data from Other Infor Products .............................................................................................86 Loading the Sample Database..................................................................................................................87 Changing the Server Password................................................................................................................88 Viewing System Information......................................................................................................................88 Managing Audit Trail Information...............................................................................................................89 Specifying Users to Audit ......................................................................................................................89 Setting Up Audit Trail Information ..........................................................................................................90 Viewing and Printing Audit Trail Information...........................................................................................91 Purging Audit Trail Records...................................................................................................................92 Viewing Active Users................................................................................................................................93 Viewing Number of Records .....................................................................................................................94 Exporting Data ..........................................................................................................................................94 Importing Equipment and Inventory Data .................................................................................................96 Synchronizing Descriptions ......................................................................................................................98 Archiving and Restoring History...............................................................................................................98 Archiving and Restoring Inventory Transactions..................................................................................98 Archiving Inventory Transactions...................................................................................................99 Restoring Inventory Transactions ................................................................................................100 Archiving and Restoring Purchase Order History ..............................................................................101 Archiving Purchase Order History ...............................................................................................101 Restoring Purchase Order History...............................................................................................102 Archiving and Restoring Purchase Order Revisions ..........................................................................103
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Archiving Purchase Order Revisions ...........................................................................................103 Restoring Purchase Order Revisions ..........................................................................................104 Archiving and Restoring Work Order History .....................................................................................105 Archiving Work Order History ......................................................................................................105 Restoring Work Order History......................................................................................................106 Scheduling Generation, Close, and Projection Jobs ..............................................................................107 Viewing and Editing Scheduled Jobs ......................................................................................................110 Checking for Orphans ............................................................................................................................111 Performing Data Surgery........................................................................................................................112 Removing Temporary Data and Views...................................................................................................113 Accessing SQL Server Books Online ....................................................................................................114
6 MP2 Designer ..................................................................................................... 117

Naming Tables and Fields ......................................................................................................................118 Creating New Tables ..............................................................................................................................119 Adding Fields to Existing Tables .............................................................................................................121 Creating Form and Report Menu Options ..............................................................................................123 Viewing Menu Option Properties.............................................................................................................124 Deleting Menu Options............................................................................................................................124 Designing User-defined Reports ............................................................................................................124 Adding Controls to Forms .......................................................................................................................125 Adding Tables to User-defined Forms ................................................................................................125 Adding Labels to Forms.......................................................................................................................127 Adding Fields to Forms........................................................................................................................128 Adding Tab Sheets to Forms...............................................................................................................129 Adding Tables and Fields to Tab Sheets.............................................................................................132 Changing Control Captions .....................................................................................................................136 Resetting Forms .....................................................................................................................................136
7 Application Programming Interfaces....................................................................... 139

Plant Floor Interface................................................................................................................................140 Purpose ...............................................................................................................................................140 Server Registration..............................................................................................................................140 Functions .............................................................................................................................................140 Invoking Functions........................................................................................................................140 User Login/Logout.........................................................................................................................141 Tasks ............................................................................................................................................141 Work Orders .................................................................................................................................142 Meters...........................................................................................................................................142 Statistical Predictive Maintenance................................................................................................143 Sample Code .......................................................................................................................................144 Facilities Management Interface.............................................................................................................144 Record Structure.................................................................................................................................144 Server Registration..............................................................................................................................145
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Level Parameter ..................................................................................................................................145 Functions .............................................................................................................................................145 Invoking Functions........................................................................................................................146 User Login.....................................................................................................................................146 Equipment and Location................................................................................................................146 Inventory.......................................................................................................................................148 Work Requests and Work Orders................................................................................................148 Statistical Predictive Maintenance................................................................................................150 Recordset Functions ...........................................................................................................................150 Free...............................................................................................................................................150 First, Last, Next, Prev...................................................................................................................150 Move .............................................................................................................................................151 GetFieldValue................................................................................................................................151 Recordset Properties ..........................................................................................................................151 Return Codes ......................................................................................................................................152 Sample Code .......................................................................................................................................153 Human Resource Interface....................................................................................................................154
Appendix A: Field Definitions ..................................................................................... 155 Appendix B: Table Names .......................................................................................... 171 Appendix C: Table Definitions .................................................................................... 177 Appendix D: SQL Utilities........................................................................................... 191
Backing Up and Restoring SQL Databases ...........................................................................................192 Backing Up SQL Databases ...............................................................................................................192 Restoring SQL Databases ..................................................................................................................193 Optimizing SQL Data ..............................................................................................................................195
Index ...................................................................................................................... 197
CONTENTS
IX
1 INSTALLATION
This chapter outlines the procedures for installing Microsoft SQL Server 2005 Express on the server, as well as procedures for installing MP2 on the server and workstations. Install Microsoft SQL Server 2005 Express prior to installing MP2.
IN THIS CHAPTER
Installation Requirements Installing Microsoft SQL Server 2005 Express Installing MP2 Creating a Repository for Automatic Upgrades Generating a Configuration File for Unattended Workstation Installations Executing Unattended Workstation Installations Executing Manual Workstation Installations Adding a New Database Connection to an Existing Workstation Installation Increasing the Number of MP2 Seats and Installing Add-ons Uninstalling MP2
Installation Requirements
Refer to the MP2 SQL v6.1 Hardware and Software Requirements Guide on the Datastream Web site at http://www.datastream.net for the hardware and software requirements for MP2. MP2 requires SQL Server 2005 installation on the database host machine. If the installation wizard does not detect SQL Server, the installation wizard installs Microsoft SQL Server 2005 Express. To install SQL Server on the database host machine, refer to "Installing Microsoft SQL Server 2005 Express" later in this chapter for more information.
Installing Microsoft SQL Server 2005 Express

Install Microsoft SQL Server 2005 Express if it is not already installed. Follow these steps to install Microsoft SQL Server 2005 Express. 1 2
Note:
Insert the MP2 CD into the proper drive. Choose Start | Run from the Windows taskbar. Windows displays the Run dialog box.
If you are installing from a drive other than D:, substitute that drive for D: in these instructions.
Enter D:\SETUP.EXE, and then click OK. The wizard displays the first installation dialog box.
Select the language for the installation, and then click OK. The wizard displays the next dialog box.
1 INSTALLATION
Click Next. The wizard displays the next dialog box.
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Note:
Select I accept the terms of the license agreement if you agree with the terms, and then click Next. The wizard displays the next dialog box.
Click Print to print the license agreement.
7 8 9
NameEnter your name. CompanyEnter your company name. Product IDEnter the product ID.
10 Click Next. The wizard displays the next dialog box.
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11 Select SQL Server Express, and then click Next. The wizard displays the next dialog box.
The wizard automatically populates Server Name, Instance, and System Administrator User. 12 System Administrator PasswordEnter the password for the system administrator. 13 Confirm Administrator PasswordEnter the password to confirm the system administrator password was entered correctly. 14 Default LanguageSelect the default language for the Microsoft SQL Server 2005 Express application. 15 Click Next. The wizard displays the next dialog box.
1 INSTALLATION
16 Click Next. The wizard installs SQL Server 2005 Express and then displays the next dialog box.
17 Click Finish. The wizard displays the next dialog box.

Note: Microsoft SQL Server 2005 Express is now installed. The wizard will now display the setup screens for the server installation type. Refer to the appropriate sections in this chapter for completing the MP2 installation.
Installing MP2 on the Server

Follow these steps to install MP2 on the server.
Important: The database host machine must already have Microsoft SQL Server 2005 or 2005 Express installed. Refer to "Installation Requirements" earlier in this chapter for more information.
1 2
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Note:
Select the language for the installation, and then click Next. The wizard displays the next dialog box.
Click Next. The wizard displays the next dialog box.
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Note:
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NameEnter your name. CompanyEnter the your company name. Product IDEnter the product ID.
11 Select Server, and then click Next. The wizard displays the next dialog box.
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12 Choose one of the following options: Install to this directoryClick Next. Install to a different directoryClick Browse. Select the directory to which to install, and then click Next. The wizard displays the next dialog box.
Important: Infor strongly suggests installing MP2 SQL version 6.1 to a different directory than version 6.0.
13 Choose one of the following options: Select Yes to preserve your settings from the selected configuration file path, or click Browse to search for a new configuration file path. Unselect Yes if you do not wish to preserve your settings. 14 Click Next. The wizard displays the next dialog box.
1 INSTALLATION
15 Choose one of the following options: Program FolderEnter a new folder name. Existing foldersSelect an existing folder. 16 Click Next. The wizard displays the next dialog box.
17 Click Next. The wizard copies the workstation files and then displays the next dialog box.
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18 Server NameEnter the name of the server on which to install the MP2 database.
Note: For SQL Server Express, an Instance name is required along with the Server Name, i.e., mp2sqlserver\SQLEXPRESS.
19 User NameEnter the system administrator's user name. 20 PasswordEnter the system administrator's password. 21 Click Next. The wizard displays the next dialog box.
22 DatabaseEnter the name of the database to create. 23 User NameEnter the user name to create. 24 PasswordEnter a password for the database user. 25 Hide advanced database configuration optionsSelect to accept the default sizes and location of database data files and log files.
Note: Unselect Hide advanced database configuration options to customize these defaults.
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1 INSTALLATION
Note:
The following dialog box does not display if Hide advanced configuration options was selected in step 22. If the Database already exists, the wizard automatically populates the following dialog box.
27 NameEnter a unique name to identify the data file. 28 PathEnter the file path in which to create the data file. 29 File Size (MB)Enter the initial size of the data file. 30 Growth Increment (MB)Enter the amount by which to grow the data file once it becomes full. 31 NameEnter a unique name to identify the log file. 32 PathEnter the file path in which to create the log file. 33 File Size (MB)Enter the initial size of the log file. 34 Growth Increment (MB)Enter the amount by which to grow the log file once it becomes full. 35 Click Next. The wizard displays the next dialog box.
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36 Click Next. The wizard displays the final dialog box.

Note: The wizard will display any errors in the log file that occurred during the database creation.
Note:
37 Click Finish. The wizard closes the window. Select View the README file to view the contents.
Creating a Repository for Automatic Upgrades

Create a repository of the setup files so that each user can automatically upgrade MP2 when you install a new version on the server. Follow these steps to create a repository for automatic upgrades. 1 2
Note:
12
1 INSTALLATION
5
Note:
6 7 8 9
NameEnter your name. CompanyEnter your company name. Product IDEnter the product ID. Click Next. The wizard displays the next dialog box.
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10 Select Repository, and then click Next. The wizard displays the next dialog box.
11 Choose one of the following options: Create the repository in this directoryClick Next. Create the repository in a different directoryClick Browse. Select the directory to which to create, and then click Next. The wizard displays the next dialog box.
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1 INSTALLATION
13 Click Finish. The wizard closes the window.

Note: Once you install a new version of MP2 on the server and create the repository, generate the MP2SETUP.INI file to execute unattended installations on each workstation. Refer to "Generating a Configuration File for Unattended Workstation Installations" later in this chapter.
Generating a Configuration File for Unattended Workstation Installations

Generate a configuration file, and then either tell each user the location of the file on the server or send each user the file so that they can customize it and place it on their workstations. The MP2SETP.INI file is used to run unattended workstation installations. Refer to "Executing Unattended Workstation Installations" later in this chapter. Follow these steps to generate a configuration file for unattended workstation installations. 1
1
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Insert the MP2 CD into the proper drive.

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2
Note:
Choose Start | Run from the Windows taskbar. Windows displays the Run dialog box.
5
Note:
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1 INSTALLATION
6 7 8 9
10 Select MP2 Setup, and then click Next. The wizard displays the next dialog box.
11 Choose one of the following options: Generate the MP2Setup.ini file in this directoryClick Next. Generate the MP2Setup.ini file in a different directoryClick Browse. Select the directory to which to generate, and then click Next. The wizard displays the next dialog box.
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12 Choose one of the following options: To set the workstation destination directory in the MP2Setup.ini file to this directoryClick Next. To set the workstation destination directory in the MP2Setup.ini file to a different directoryClick Browse. Select the directory to which to set, and then click Next. The wizard displays the next dialog box.
13 Choose one of the following options: Program FolderEnter a new folder name. Existing FoldersSelect an existing folder. 14 Click Next. The wizard displays the next dialog box.
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1 INSTALLATION
Executing Unattended Workstation Installations

If you generated a setup configuration file (mp2setup.ini), you may execute unattended workstation installations. Refer to "Generating a Configuration File for Unattended Workstation Installations" earlier in this chapter. If you created a repository of the setup files, you may run setup from the repository location. Refer to "Creating a Repository for Automatic Upgrades" earlier in this chapter. These instructions use D: as the CD drive and N:\MP2 as the network drive where the repository directory and MP2SETUP.INI file were created. If your CD-ROM drive, network drive, or path for repository and MP2SETUP.INI file are different, substitute the appropriate drive/path.
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Follow these steps to execute unattended workstation installations. 1 2 Start Windows. Choose one of the following options: Install from CDPlace the MP2 CD into the proper drive. Install from the repositoryGo to the next step. Choose Start | Run from the Windows task bar. Windows displays the Run dialog box.
Note:
For the following step, there are no spaces between the switch (/u or /z) and the value. The z parameter creates a log file that reveals errors. Infor strongly recommends always generating the log file when running an unattended install.
Choose one of the following options: Install from CDEnter D:\setup.exe /uN:\MP2\mp2setup.ini/ zC:\mp2setup.log , and then click OK. Install from repositoryEnter N:\MP2\setup.exe /uN:\MP2\mp2setup.ini/ zC:\mp2setup.log, and then click OK. The wizard installs MP2 on the workstation.
Executing Manual Workstation Installations

You may manually install MP2 on workstations if you choose not to create the setup configuration file. Before installing MP2 on workstations, close all memory-intensive applications.
Important: MP2 Server must be installed prior to installing workstations.
Follow these steps to execute manual workstation installations. 1 2

Note:
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1 INSTALLATION
5
Note:
6 7 8 9
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10 Select Workstation, and then click Next. The wizard displays the next dialog box.
Note: If Microsoft SQL Server 2005 is already installed, the wizard does not display the following dialog box. The wizard displays the Workstation Destination Directory page. Go to Step 10.
11 Select Yes to automatically install the Microsoft SQL Server 2005 client utilities, and then click Next. The wizard displays the next dialog box.
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1 INSTALLATION
12 Choose one of the following options: To install to this directoryClick Next. To install to a different directoryClick Browse. Select the directory to which to install, and then click Next. The wizard displays the next dialog box.
13 Choose one of the following options: Program FolderEnter a new folder name. Existing foldersSelect an existing folder. 14 Click Next. The wizard displays the next dialog box.
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Tip:
15 Choose one of the following options: Enter connection information manuallySelect Enter connection information manually. Server NameEnter the server name of where the MP2 database is located. DatabaseEnter the MP2 database name. User NameEnter the MP2 database user name. PasswordEnter the MP2 database user's password. Specify an existing MP2 configuration fileselect Specify an existing MP2 configuration file. Select Specify an existing MP2 configuration file if you want to provide the MP2
database password in encrypted form for security reasons. Send each user the MP2.INI file from an existing workstation install. The users will browse for the MP2.INI file on this screen. The wizard will automatically populate Server Name, Database, User Name, and Password.
24
1 INSTALLATION
Note:
18 Click Finish. The wizard closes the window. Select View the README file to view the contents of the file.
Adding a New Database Connection to an Existing Workstation Installation

Add a new database connection and MP2 configuration file to an existing installation. Follow these steps to add a new database connection to an existing workstation installation.
Important: MP2 workstation files must be installed prior to installing a new database connection.
1 2
Note:
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5
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6 7 8 9
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1 INSTALLATION
10 Select New Database Connection, and then click Next. The wizard displays the next dialog box.
Tip:
11 Choose one of the following options: Enter connection information manuallySelect Enter connection information manually. Server NameEnter the server name of where the MP2 database is located. DatabaseEnter the MP2 database name. User NameEnter the MP2 database user name. PasswordEnter the MP2 database user's password. Specify an existing MP2 configuration fileSelect Specify an existing MP2 configuration file. Select Specify an existing MP2 configuration file if you want to provide the MP2
database password in encrypted form for security reasons. Send each user the MP2.INI file from an existing workstation install. The users will browse for the MP2.INI file on this screen. The wizard will automatically populate Server Name, Database, User Name, and Password.
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Note: The new shortcut will open MP2 and connect to the new database. Go to the Start Menu to view and access the new MP2 shortcut. Add as many database connections as needed.
Increasing the Number of MP2 Seats and Installing Add-ons

Increase the number of MP2 seats available when you purchase additional site licenses for MP2 or MP2 add-ons. Use the new 16-digit key code. Follow these steps to increase the number of MP2 seats and install add-ons. 1 2 Insert the MP2 CD into the proper drive. Choose Start | Run from the Windows taskbar. Windows displays the Run dialog box.
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1 INSTALLATION
Note:
5
Note:
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6 7 8 9
NameEnter your name. CompanyEnter your company name. Product IDEnter the new product ID that contains the upgraded add-on and user seat information. Click Next. The wizard displays the next dialog box.
10 Select Upgrade, and then click Next. The wizard displays the next dialog box.
30
1 INSTALLATION
Uninstalling MP2
Uninstall MP2 as necessary. Follow these steps to uninstall MP2. 1 2 3 4 On your desktop, click My Computer. Click Control Panel, and then click Add or Remove Programs. Select MP2 6.1 SQL Server Edition. Click Remove. The wizard displays the first dialog box.
Click Yes. The wizard uninstalls the files and then displays the final dialog box.
6
1
INSTALLATION
Click Finish. The wizard closes the window.

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2 DATA ENTRY PLANNING
A well-planned and well-designed system for entering data into MP2 directly affects the usability and flexibility of MP2. Determining standards for data entry facilitates record searches and improves reporting capabilities. Plan and organize your data entry method to increase MP2 efficiency. This chapter provides guidelines for planning and organizing maintenance information.
IN THIS CHAPTER
Key Fields Identification Methods Data Entry Methods
33
Key Fields
Key (or required) fields are generally the first fields in any table. Plan the contents of key fields carefully. MP2 sorts information in tables using key fields, preventing record duplication. All MP2 tables have at least one key field, and some tables have as many as six. Customize key fields to distinguish them from non-key fields. Refer to Customizing Field and Form Colors in Chapter 2: Basics of the MP2 Users Guide.
Naming Key Fields

Follow these rules when naming key fields. Enter only letters, numbers, and hyphens in key fields. Other characters, such as double quotes (), question marks (?), slashes (/), or backslashes (\) make searches and report queries difficult. Do not enter a space, a hyphen (-), or an underscore (_) as the first character of any key field. Assign key fields that maintain the order that you want because MP2 sorts information by key field. For example, if you use clock numbers for employee codes, then MP2 sorts the employee table by clock number, not employee name. This example illustrates the concept of key fields. Example The Work Orders form has one key fieldWO No. MP2 does not permit the same WO No. for two work order records. For example, if you enter 9700001 for WO No. on one record on the Work Orders form, you cannot enter 9700001 for WO No. on another record in the Work Orders form. If you add additional character(s) to 9700001, MP2 creates a different code, such as SR9700001. Although MP2 does not permit duplicate key fields, it does permit other fields in the form to contain duplicate information.
Changing Key Fields

Infor cautions against changing key fields. However, if necessary, you may change most key field values at any time. MP2 does not permit changing a key field if a critical operation currently involves that key field. For example, MP2 does not permit a change to an inventory item number if the item appears on an open purchase order. If you try changing a key field used in a critical operation, MP2 displays a message indicating that you cannot change the key field because other records depend on the current value. If you try changing a key field that affects other records, MP2 displays a confirmation indicating that it will modify all references to the data in other tables to reflect the new value and asking whether to continue. For example, if you change an equipment number, MP2 changes all references to that equipment on work orders.
34 2 DATA ENTRY PLANNING
Identification Methods
Evaluate your method for identifying equipment, inventory items, etc., if you have one, and decide whether to keep it, modify it, or create a new one. Plan an identification method if you do not have one.
Guidelines for Identification

Follow these guidelines when identifying MP2 data. Carefully plan a functional and practical identification method before entering information into MP2, eliminating the need to change key references later. When you change a key field, MP2 checks for references to the changed key field throughout the database and changes that value for every instance. Depending on the size of the database and the speed of the computer, each change could take several minutes. MP2 does not change key fields that are involved in critical operations. Refer to Changing Key Fields earlier in this chapter. Create an identification method that is meaningful, easy to use, and easy to remember. Create identification codes that are easy to recognize. For example, in a report, a cost center coded SHIP may be easier to recognize as the Shipping department than a cost center coded S53. Use consistent terminology, especially with abbreviations. For example, consistently use either BLDG or BUILD as an abbreviation for building so that a query or search finds all occurrences of building.
Custom Identification Methods

Create a custom identification method that fits your facilitys needs. Follow these guidelines when creating a custom identification method. Create key fields that contain meaningful groups of characters. Refer to Key Fields earlier in this chapter. Ensure that the first characters of key fields refer to the categories you want grouped together because MP2 sorts records by key field. Include gaps in your identification method so that you can easily insert new records or record groups in the future.
Employee Codes
Use either initials or initials and numbers instead of only numbers for employee codes. For example, use KBR or KBR01 for Kevin B. Roberts. Another option for employee codes is clock numbers. Do not use social security numbers for employee codes. They are difficult to remember and require a lot of typing.
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Vendors
Use abbreviated vendor and manufacturer names for vendor IDs. For example, use AMER-BRGS for American Bearings and BOOTH-PNT for Booth Painting Contractors. MP2 permits 12 characters for these codes. MP2 sorts the vendor records by Vendor ID, not by Description, so create vendor identification codes that you will recognize. If your Purchasing department has corporate identification numbers for vendors, use those numbers.
Equipment
Create equipment numbers by starting with general information and ending with specific information. For example, if you have a certain gear drive on a certain conveyor in shipping, enter SH-CON-01-G-01 as the equipment number. The equipment number illustrated below has the indicated meaning:
Inventory
Create item numbers by starting with the item type and ending with specific information. For example, if you have an oil filter for a certain conveyor, enter FLT-OIL-CON-10 as the item number. The item number illustrated below has the indicated meaning:
Tip:
Contact Infors Professional Services for assistance in designing the best identification method for your facility. 2 DATA ENTRY PLANNING
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Additional Types and Codes

MP2 further organizes maintenance information with codes and types. These examples demonstrate MP2s code and type identification methods. Example 1 Group inventory records according to their purpose by specifying the Type on the Inventory form. Track inventory usage for an entire group of inventory items, and include this information in reports and graphs. Example 2 Each equipment item has a type designation (Equipment Type), cost center code (Cost Center), general ledger number (General Ledger No.), and department code (Department). An air-handling unit might be located in one department but also belong to a group (equipment type) consisting of all air handlers in the facility. All air handlers, furthermore, might belong to a cost center for all HVAC equipment. Create reports to include all work on one specific air handler, all filter changes on all air handlers, or all HVAC work a specific employee performs. MP2s ability to report on such information depends on effective types and codes. Follow these recommendations for codes and types. Examine the forms and reports on which you will use a code. Create meaningful abbreviations that are easy to learn and remember. Start simple. Use general categories at first. With MP2, it is easier to make a system more detailed later than it is to simplify it. Leave a code or type blank if you are not sure how to use it. Come back to it later when you have more experience with MP2.
Descriptions
MP2 identifies and sorts most records in the Equipment, Inventory, and Vendor forms by their key field code or number (for example, Equipment, Item No., Vendor ID). Use the corresponding Description to spell out the meaning of the code. Additionally, as with codes, be consistent with descriptions. Accurate, consistent descriptions enable regular and contract employees to learn and use the system quickly. These two examples illustrate good descriptions for codes that follow the methods described in previous sections. Example 1: Equipment Descriptions If you identify equipment by Location, Main Definition, Unit Number, and Specific Descriptor, you might enter this equipment number and corresponding description. Equipment Number SH-CON-028-MD01 Description Shipping, Conveyor, 028, motor drive
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Example 2: Inventory Descriptions If you identify inventory by Main Definition, Specific Descriptor, Area Used, and Size, you might enter this inventory number and corresponding description. Inventory Number FLT-OIL-CON-03 Description Filter, Oil, Conveyor, P516
Optional Identification Methods

This section outlines several identification methods. Use two or more of these methods in combination, or design a custom identification method.
Industry Standard Reference

The industry standard identification method uses references that are standard to the industry. For example, the NEMA (National Electrical Manufacturers Association) identification method for inventory specifies references for items, such as motor frames and insulation cases. This identification method ensures that duplicate spare parts do not exist under another number. However, NEMA does not have a number for all parts.
Manufacturers Reference
The manufacturers reference identification method uses the manufacturers item number. Use this method if you consistently purchase equipment or parts from the same manufacturer.
Item Reference
The item reference method uses sequential numbering, such as 00001, 00002, etc. The item reference method is sometimes cryptic, so it is most useful when combined with another method, such as the type reference.
Type Reference
The type reference method groups items around a common type. For example, all bearings would be BRNG-001, BRNG-002, etc. This system is popular because a simple search for Item No. is greater than or equal to BRNG displays all bearings, requiring that you need only move the cursor through these records to find the particular bearing.
Equipment Group
If you use a group of parts for certain equipment only, use an equipment group reference for required parts and spare parts. For example, use CON as a preface to conveyor part numbers so that all conveyor parts appear together in the MP2 inventory database.
Data Entry Methods

Choose a method of data entry that suits your needs and that integrates MP2 into your facility within your designated time limit. While determining the organization of the information, consider identification methods.
38 2 DATA ENTRY PLANNING
These methods illustrate entering information for equipment records because equipment records are the focal point of maintenance management; however, you may apply these methods to all MP2 records.
Method 1: Create Complete Equipment Records

Define all equipment separately by creating complete equipment records for each. If a piece of equipment consists of several components, such as a compressor assembly that consists of a compressor, motor, and gear drive, create a separate equipment record for each component. The advantage to this method is that you keep a detailed maintenance history on each piece of equipment from the very beginning. Initial equipment entry, however, may be more time consuming, thus delaying the implementation of the entire system.
Method 2: Create Equipment Records with Only Equipment Number and Description
Enter the equipment number and description for all equipment records, and then later enter the specifications, such as serial number and cost. You need only an equipment number to create an equipment record. After entering the equipment record, create tasks and work orders. This method is a fast way to start, but the disadvantage is that complete equipment information on reports is not available until you complete data entry.
Method 3: Create Parent Records

Enter a record for each major piece of equipment, and create tasks and work orders for its components by assigning them all to this parent record. As you have more time, create the component equipment records and separate the history to reflect maintenance done on the actual equipment. This method is also a fast way to start, but the disadvantage is that work order history does not reflect the true equipment number until you complete data entry.
Method 4: Create Records while Creating Tasks and Work Orders

When creating tasks and work orders, insert and edit equipment records as you create tasks and work orders. This method expedites implementation because you enter work orders immediately. If you use this method, have a solid equipment-numbering scheme before starting, or your equipment numbers will lack uniformity.
Important: If you enter complete equipment information before generating work orders, MP2 saves the codes in work order history. If you do not enter complete information, you might later have to enter codes into hundreds of history records to generate a report sorted by a particular code.
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Define security so that only authorized personnel can start MP2 and access data. If the security of files and information are important to the facility, Infor strongly recommends that you define security. Except for the Change Password option, only users in the System Administrator security role have access to MP2s security options. Customize MP2 menu titles and field labels so that they are more specific and meaningful to your facility. Customize fields to streamline data entry and processing.
IN THIS CHAPTER
Creating Role Types Setting Up Security Restricting Security Roles Defining Security Filters Customizing Menu Titles and Field Labels Sample Security Sets
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Creating Role Types

Create records for all your facilitys sites, purchasing centers, and warehouses. This diagram illustrates the overall relationship between facilities, sites, purchasing centers, and warehouses.
Purchasing Center
Facility
Site
Warehouse Creating Purchasing Centers

Create a purchasing center record for each sites purchasing center. Enter the purchasing center manager, contact information, tax code, and address. Once you create user accounts and assign them to security roles, you can view all MP2 users with access to each purchasing center. Follow these steps when creating purchasing centers. 1 2 Choose Tools | Security | Purchasing Centers from the menu bar. MP2 displays the Purchasing Centers form. Click the Record View tab. MP2 displays the Record View page.
3
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Click
to insert a record. MP2 creates a new purchasing center record.

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Purchasing CenterEnter a unique code identifying the purchasing center. Enter information into the remaining fields, as necessary.
Creating Warehouses
Create warehouse records for the warehouses at each site. Enter the warehouse manager, their contact information, and warehouse address. Once you create user accounts and assign them to security roles, you can view all MP2 users who have access to each warehouse. Follow these steps when creating warehouses. 1 2 Choose Tools | Security | Warehouses from the menu bar. MP2 displays the Warehouses form. Click the Record View tab. MP2 displays the Record View page.
3 4 5
Click
to insert a record. MP2 creates a new warehouse record.
WarehouseEnter a unique code identifying the warehouse. Enter information into the remaining fields, as necessary.
Creating Sites
Create site records for all of your facilitys sites. For example, suppose your facility has sites located in Atlanta, Chicago, and Denver. You would create three site recordsone for each site. Enter the site managers name and contact information as well as the site address. Once you create user accounts and assign them to security roles, you can view all MP2 users for each site.
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Follow these steps when creating sites. 1 2 Choose Tools | Security | Sites from the menu bar. MP2 displays the Sites form. Click the Record View tab. MP2 displays the Record View page.
3 4 5 6 7
Click
to insert a record. MP2 creates a new site record.
SiteEnter a unique code identifying the site. Purchasing CenterSelect the purchasing center with which to associate the site. Primary WarehouseSelect the primary warehouse with which to associate the site. Enter information into the remaining fields, as necessary.
Setting Up Security
Set up security by creating security roles and user accounts, and then assign the user accounts to their respective security roles.
Important: Security settings do not take effect until the System Administrator logs out and users log back into MP2.
Creating Security Roles

Create security roles for the various groups at your facility. For example, you may have a role for all of the maintenance workers, one for everyone in your purchasing department, and one for persons responsible for inventory (or stock room). Refer to Sample Security Sets later in this chapter.
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Follow these steps when creating security roles. 1 Choose Tools | Security | Roles from the menu bar. MP2 displays the Roles form.
2 3
Tip:
Click
to insert a record. MP2 creates a new role record.
Role NameEnter a unique code identifying the role.

To print a list of security roles, choose Reports | Security | Roles from the menu bar.
Creating User Accounts

Create a user account for each MP2 user. User accounts contain the users login ID, password, audit trail designation, and filter name. Once you establish user accounts, assign users to security role(s). Refer to Assigning Users to Security Roles later in this chapter. Users in the System Administrator security role can view and edit all user accounts and all security roles. Users in other security roles can only change their password.
Important: MP2 requires at least one user to be in the System Administrator group before it permits adding users to other groups.
Follow these steps when creating user accounts. 1 2 Choose Tools | Security | Users from the menu bar. MP2 displays the Users form. Click the Record View tab. MP2 displays the Record View page.
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3 4 5 6 7 8 9
Click
to insert a record. MP2 creates a new user record.
User IDEnter a unique code identifying the new MP2 user. For example, enter the users initials. User NameEnter the users complete name. PasswordEnter the users password. MP2 displays the Confirm Password dialog box. Reenter User PasswordRe-enter the users password, and then click OK. Filter NameEnter a security filter for the user. Enter information into the remaining fields, as necessary.
Changing User Passwords

Change user passwords when necessary. MP2 automatically grants users access to this option so that they may change their password, but you may hide this option, if necessary. Follow these steps when changing user passwords. 1 Choose Tools | Security | Change Password from the menu bar. MP2 displays the Change Password dialog box.
PasswordEnter the new password.
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3 4
Confirm PasswordRe-enter the password. Click OK. MP2 changes the password and then closes the dialog box.
Assigning Users to Security Roles

Assign each user to their respective role types one at a time or assign all users to all sites, purchasing centers, and/or warehouses simultaneously.
Important: MP2 requires that you assign all users to a site before they can log into MP2.
Assigning Users to Security Roles Individually

You may assign users to more than one Role Type (Site, Purchasing Center, Warehouse) and within each role type you may assign users to more than one Role Type ID. For example, you may assign employee CRJ to sites 1 and 2, and to warehouses A, B, and C. Additionally, you may assign users to more than one security role (Role Name). For example, you may assign CRJ (the Maintenance Supervisor) to a management security role (MGMT) and a maintenance security role (MAINT). Follow these steps when assigning users to security roles individually. 1 Choose Tools | Security | Role Assignments from the menu bar. MP2 displays the Role Assignments form.
2 3 4 5
Click
to insert a record. MP2 creates a new role assignment record.
User IDEnter the user ID for the user to assign. Role TypeSelect the type of role to assign the user. Role Type IDEnter the code identifying the type of role assigned.
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6 7
Tips:
Role NameEnter the security role to assign the user. Enter information into the remaining fields, as necessary.
Copy and paste records when assigning users to security roles that have similar role assignment characteristics. To print a list of role assignments, choose Reports | Security | Role Assignments from the menu bar.
Assigning Users to Security Roles Simultaneously

You may assign all users to all sites, purchasing centers, and/or warehouses or if you add a user after assigning roles, you may assign one user to all sites, purchasing centers, and/or warehouses.
Important: Changing role assignments via Quick Role Assignment overwrites all role assignments previously entered.
Follow these steps when assigning users to security roles simultaneously. 1 2 Choose Tools | Security | Role Assignments from the menu bar. MP2 displays the Role Assignments form. Choose Quick Role Assignments from the options menu. MP2 displays the Quick Role Assignments dialog box.
3 4
Role NameSelect the security role to which to assign users. Assign ToSelect one of these options. All UsersSelect to assign all users to the selected security role. Single UserSelect to assign an individual user to the selected security role, and then select the user.
Role TypesSelect to assign the user(s) to All Sites, All Purchasing Centers, and/or All Warehouses.
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Restricting Security Roles

New security roles have access to most every menu and function in MP2, with the exception of most Security options and some of the utilities under the Utilities menu. These options are only available to users in the System Administrator role. Restrict any field, form, menu option, or MP2 table from a role. Define a new role before restricting its security access. MP2 does not permit changing security for the System Administrator security role.
Tip: To reset security restrictions to the original default security, click Reset Role (for one security role) or Reset All Roles (for all security roles) on the Design Security form.
Defining Field Security

Define field security for each security role. Allow roles read-write (edit) access or readonly access to fields. Additionally, you may hide fields altogether or specify that they are required. Follow these steps when defining field security. 1 2 3 Choose Tools | Security | Design Security from the menu bar. MP2 displays the Design Security form. Role NameSelect the security role for which to define field security. Click next to one of these options. MP2 displays the available options.
Site related security Warehouse related security Purchasing center related security 4 5 6 Click next to Forms. MP2 displays the available options.
Click until reaching the form that contains the field for which to define security, and then select the form. MP2 displays the form. Select the field for which to define security. Hint: Click in the editable area below or to the right of the field label. MP2 displays the Object Property dialog box.
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Object SecuritySelect one of these options. NormalPermits all users in the role full editing rights to the field. RequiredDesignates that this field is required. When entering information, users must enter data into this field. Read-onlyPermits viewing rights only. Users in the role cannot change the contents of the field. HiddenHides the field or button and its contents from all users in the role.
You may also prohibit users from inserting, deleting, and updating records in the table. Refer to Defining Table Security later in this chapter. 8 9 Click Apply. MP2 applies the field security. Click Close. MP2 closes the Object Property dialog box.
10 Click in the upper right corner to close the form. MP2 returns to the Design Security form.
Tip: To revert to the original field security, click Default.
Defining Form Security

Define form security for each security role. Allow roles read-only access to forms by prohibiting insertions, deletions, and updates. Follow these steps when defining form security. 1 2 3 Choose Tools | Security | Design Security from the menu bar. MP2 displays the Design Security form. Role NameSelect the security role for which to define form security. Click next to one of these options. MP2 displays the available options.
Click until reaching the form for which to define security, and then select the form. MP2 displays the form. Click on the title bar of the form. MP2 displays the Object Property dialog box.
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Tables on the formSelect the first table. Table SecuritySelect one or more of these options. Prohibit InsertProhibits all users in the role from inserting a record into the form. Prohibit DeleteProhibits all users in the role from deleting a record from the form. Prohibit UpdateProhibits all users in the role from updating (modifying) a record on the form. HiddenHides the tables contents from all users in the role.
Click Apply. MP2 applies the form security.
10 Click Close. MP2 returns to the Design Security form.

Tip: To revert to the original form security, click Default.
Defining Table Security

Define table security for each security role. Prohibit roles from inserting, deleting, and updating records in certain tables. Additionally, you may hide tables altogether. Follow these steps when defining table security. 1 2 3 Choose Tools | Security | Design Security from the menu bar. MP2 displays the Design Security form. Role NameSelect the security role for which to define table security. Click next to one of these options. MP2 displays the available options.
Site related security Warehouse related security Purchasing center related security 4 5 Click next to Forms. MP2 displays the available options.
Click until reaching the form that accesses the table for which to define security, and then select the form. MP2 displays the form.
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Select the field on the table for which to define security. MP2 displays the Object Property dialog box.
Table SecuritySelect one of these options. Prohibit InsertProhibits all users in the role from inserting a record into the table listed. Prohibit DeleteProhibits all users in the role from deleting a record from the table listed. Prohibit UpdateProhibits all users in the role from updating (modifying) a record in the table listed. HiddenHides the columns contents from all users in the role.
8 9
Click Apply. MP2 applies the table security. Click Close. MP2 closes the Object Property dialog box.
10 Click in the upper right corner to close the form. MP2 returns to the Design Security form.
Tip: To revert to the original table security, click Default.
Defining Menu Option Security

Restrict access to menu options at any level. For example, you may hide the entire Tools menu, or you may hide just the Utilities menu under Tools. Furthermore, you may hide the Data Surgery utility under the Tools | Utilities menu. Follow these steps when defining menu option security. 1 2 3 Choose Tools | Security | Design Security from the menu bar. MP2 displays the Design Security form. Role NameSelect the security role for which to define menu option security. Click next to one of these options. MP2 displays the available options.
Site related security Warehouse related security Purchasing center related security
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4 5
Click
next to Menus. MP2 displays the available options.
Click until reaching the menu option for which to define security, and then select the option. MP2 displays the Object Property dialog box.
Object SecuritySelect one of these options. NormalGives all users in the role access to the menu option. HiddenHides the menu option from all users in the role.
Tip:
To revert to the original menu option security, click Default.
7 8
Click Apply. MP2 applies the menu option security. Click Close. MP2 returns to the Design Security form.
Defining Group Purchasing Security

Restrict purchasing security roles further by permitting them read-only, non-cost, or unrestricted access to MP2 purchase orders and requisitions. Specify whether these roles can receive items, insert new line items into purchase orders with requisitions, or make changes to purchase order statuses. Follow these steps when defining group purchasing security. 1 2 3 4 Choose Tools | Security | Design Security from the menu bar. MP2 displays the Design Security form. Role NameSelect the security role for which to define group purchasing security. Click next to Purchasing center related security. MP2 displays the available options. Select Purchasing Security. MP2 displays the Purchasing Role Setup dialog box.
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Requisition Access RightsRefer to this table when selecting role access rights to requisitions. Requisition Status For unapproved requisitions Security Options Select Read-only for users to view, but not edit, unapproved requisitions. Select Unrestricted for users to view and edit any unapproved requisitions. For approved requisitions Select Read-only for users to view, but not edit, approved requisitions. Select Non-Cost for users to view and edit fields on approved requisitions that do not involve costs. Select Unrestricted for users to view and edit any approved requisitions.
Purchase Order Access RightsRefer to this table when selecting role access rights to purchase orders. Purchase Order Status When PO Status is Ready Security Options Select Read-only for users to view, but not edit, Ready purchase orders. Select Non-Cost for users to view and edit fields on Ready purchase orders that do not involve costs. Select Unrestricted for users to view and edit any Ready purchase orders. When PO Status is Open Select Read-only for users to view, but not edit, Open purchase orders. Select Non-Cost for users to view and edit fields on Open purchase orders that do not involve costs. Select Unrestricted for users to view and edit any Open purchase orders.
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Purchase Order Status When PO Status is Receiving, All Received, or Completed
Security Options Select Read-only for users to view, but not edit, Receiving, All Received, and Completed purchase orders. Select Non-Cost for users to view and edit fields on Receiving, All Received, and Completed purchase orders that do not involve costs. Select Unrestricted for users to view and edit any Receiving, All Received, and Completed purchase orders.
7 8 9
Allow insertion of new line items without a requisitionPermits all users in the role to insert new line items into a purchase order without a requisition. Allow manual changes of PO statusPermits all users in the role to manually change the purchase order status. Allow ReceivingPermits all users in the role to receive purchase order items.
10 Click OK. MP2 applies the purchasing security rights to the role and returns to the Design Security form.
Copying Security Restrictions

When setting up security roles with similar access, copy security restrictions from one role to another role, and then customize the security of the second security role. Follow these steps when copying security restrictions to other security roles. 1 2 3 Choose Tools | Security | Design Security from the menu bar. MP2 displays the Design Security form. Role NameSelect the security role to which to copy security restrictions. Click Copy Role. MP2 displays the Copy Role dialog box.
Select the security role from which to copy security restrictions, and then click OK. MP2 copies the security restrictions from one role to the other role.
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Defining Security Filters

Define security filters to further restrict user access to certain records, and then assign security filters to user accounts. Follow these steps when defining security filters. 1 2 Choose Tools | Security | Filters from the menu bar. MP2 displays the Security Filters form. Click the Record View tab. MP2 displays the Record View page.
3 4 5 6
Click
to insert a record. MP2 creates a new security filter record.
Filter NameEnter a unique code identifying the security filter. Table NameEnter the table for which to define the filter. Click Design. MP2 displays the Security Filter Design dialog box.
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Field NameSelect the field by which to filter. OperatorSelect an operator for the filter.
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ValueEnter the value by which to filter. For example, if you chose Site as the Field Name, enter the code identifying the site.
10 Click OK. MP2 returns the filter to the Security Filters form.
Tip: To print a list of security filters, choose Reports | Security | Filters from the menu bar.
Customizing Menu Titles and Field Labels

Customize menu titles and field labels to better suit the needs of your facility.
Important: Customizing titles and labels affects all security roles and applies to all users.
Customizing Menu Titles

Customize menu titles if your facility uses different terminology for its overall maintenance management processes. For example, you may change the Tasks menu option to PMs. Follow these steps when customizing menu titles. 1 2 Choose Tools | Security | Design Security from the menu bar. MP2 displays the Design Security form. Click next to one of these options. MP2 displays the available options.
Site related security Warehouse related security Purchasing center related security 3 4 Click next to Menus. MP2 displays the available options.
Click until reaching the menu option to customize, and then select the option. MP2 displays the Object Property dialog box.
5
Tip:
LabelEnter the new menu option title, specifying the hot key letter by entering an ampersand (&) in front of it.
To revert to the original menu title, click Default.
6 7
Click Apply. MP2 applies the new menu title. Click Close. MP2 returns to the Design Security form.
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Customizing Field Labels

Customize field labels if your facility uses terms that are different from the default terms (fields) used on MP2 forms. For example, you may change the Task No. label to PM No. Customizing field labels does not change the field size or the field data type. Customized field labels appear both on the form where you customize them and on table views, lookups, and reports containing the same field. Customized field labels appear in their customized form for ALL security groups, including the System Administrator group. Follow these steps when customizing field labels. 1 2 Choose Tools | Security | Design Security from the menu bar. MP2 displays the Design Security form. Click next to one of these options. MP2 displays the available options.
Click until reaching the form that contains the field to customize, and then select the form. MP2 displays the form. Select the field to customize. Hint: Click in the editable area below or to the right of the field label. MP2 displays the Object Property dialog box.
6
Tip:
LabelEnter the new field label.

To revert to the original field label, click Default.
7 8
Click Apply. MP2 applies the new field label. Click Close. MP2 returns to the Design Security form.
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Sample Security Sets

This sample security set contains access rights for different types of security roles. These samples are only guidelines and may not apply to your facility setup.
Management Role
You might apply the following security restrictions to a management security role. Read-write (edit) rights to all Setup, Utilities, Labor, Tasks, and Work Orders options Allow access to all utilities, graphs, and reports Read-only rights to the rest of the system
Maintenance Role
You might apply the following security restrictions to a maintenance security role. Restrict access to all Setup, Utilities, and Labor options Edit rights to the Equipment, Tasks, and the Work Orders forms Read-only rights to the rest of the system
Inventory Role
You might apply the following security restrictions to an inventory security role. Restrict access to all Setup, Utilities, and Labor options Edit rights to the Inventory form Read-only rights to the rest of the system
Purchasing Role
You might apply the following security restrictions to a purchasing security role. Restrict access to all Setup, Utilities, and Labor options Edit rights to the Purchasing options Read-only rights to the rest of the system
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4 INITIAL SETUP
After planning your method of data entry; setting up MP2 security; and creating site, purchasing center, and warehouse records; enter the facility-wide information and set the system defaults for each site, purchasing center, and warehouse.
IN THIS CHAPTER
Entering the Automatic Client Update Path Setting Up Facility Information Setting Up Financial Periods Setting Up Inventory Setting Up Invoicing Setting Up Quotations and Requisitions Setting Up Purchase Orders Setting Up Work Orders Modifying the State and Province Codes Specifying Multimedia File Search Paths Creating Credit Card Records Defining Euro Currency Conversion Settings
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Entering the Automatic Client Update Path

Enter the automatic client update path for each site. Enter the same path in which you created the repository during the MP2 installation. Refer to Creating a Repository for Automatic Upgrades in Chapter 1: Installation. Once you install a new version of MP2 on the server and create the repository, MP2 displays a message as each user logs into MP2 explaining that the version of MP2 on their client is not the most recent version. Setup then executes an unattended workstation installation. Follow these steps when entering the automatic client update path. 1 Choose Tools | Setup | Client Update Path from the menu bar. MP2 displays the Automatic Client Update Setup form.
Client Update PathEnter the path from which to install the new version of MP2 for each site.
Setting Up Facility Information

Enter the name of the facility, which appears on report headings, and the number of decimal places you want to print on purchase orders and work order invoices. Follow these steps when setting up facility information. 1 Choose Tools | Setup | Facility from the menu bar. MP2 displays the Facility Setup form.
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2 3
Facility NameEnter the name of the facility. No. of Decimal placesEnter the number of decimal places to print on purchase orders and work order invoices.
Setting Up Financial Periods

A sites accounting department typically pre-defines the financial periods. Financial periods, such as month or quarters, are the periods in which accounting departments track inventory transactions. If your accounting department defines specific financial periods, set up these periods in MP2. MP2 posts inventory transactions to the financial period in which you create them. For example, suppose you create a financial period called 1ST_QUARTER for January 1st through March 31st, and another financial period for April 1st through June 30th called 2ND_QUARTER. If you enter inventory transactions on February 5th, MP2 posts these transactions to the 1ST _QUARTER financial period. MP2 blocks transactions if the transaction date is from a closed financial period, preventing you from creating a transaction in the current financial period and modifying the date to reflect an earlier financial period (back-dating). MP2 considers a financial period closed on midnight of the last day of the period. MP2 also blocks future transactions (post-dating).
Important: Once you post inventory transactions to a new financial period, you may only edit the Grace Days of that financial period.
Follow these steps when setting up financial periods. 1 Choose Tools | Setup | Financial Periods from the menu bar. MP2 displays the Financial Periods form.
2 3 4
4 INITIAL SETUP
Click
to insert a record. MP2 creates a new financial period record.
Financial Period IDEnter the code identifying the financial period. Starting Date and Ending DateEnter the date range for the financial period.
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Grace DaysEnter the number of days past the given financial period in which users can continue to post transactions for inventory items. The number must be greater than or equal to zero. DescriptionEnter a description for the financial period.
Setting Up Inventory
Set up inventory information for the facility. This information includes specifying from which warehouse to retrieve cost information when calculating item costs and specifying the fiscal year start date of the facility. Additionally, set up inventory information for each warehouse. This information includes specifying whether to allow negative quantities on hand, whether requisitions can exceed the specified limit, selecting a costing method (FIFO, LIFO, or Weighted Averaging), and specifying which sites access this warehouse. Follow these steps when setting up inventory. 1 2 Choose Tools | Setup | Inventory from the menu bar. MP2 displays the Inventory Setup form. Select the warehouse to set up, and then click the Setup tab. MP2 displays the Setup page.
Retrieve cost fromSelect the warehouse from which to retrieve cost information when calculating costs during inter-warehouse transfers. For example, if you choose Source Warehouse and the item you are transferring is $3.49 at the source warehouse, but $3.99 at the destination warehouse, MP2 posts the item cost as $3.49 for the IT transaction. Fiscal Year Starting DateEnter the first day of the fiscal year for the facility. Validate Stock LocationSelect to validate stock locations when inserting new locations on the Stock sub-page of the Inventory form. If unselected, MP2 automatically adds new locations without first displaying a message.
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6 7
Caution:
Allow Negative QOHSelect to allow MP2 to record negative quantities on hand when stock adjustments result in the quantity falling below zero. Requisition Exceeds Max.Select to allow MP2 to create requisitions that exceed the specified limit.
Changing the inventory costing method may distort financial results. If your facility relies on MP2 to cost inventory for fiscal reports, consult your corporate accounting group before changing the inventory costing method.
The costing method directly affects how the facility computes income. Therefore, allow upper management to decide whether to include MP2 maintenance cost data in facilitywide accounting processes. If the facility does not include MP2 data in its accounting processes, choose the method that works best for the maintenance department. 8 Select one of these inventory costing methods. FIFO (First In First Out)The first merchandise acquired is the first merchandise sold. The current operating costs and stock on hand values reflect early purchase prices because you use the oldest stock first. LIFO (Last In First Out)The most recently acquired goods are sold first. This method reflects current purchase prices and current operating costs, but stock on hand values remain constant, while possibly becoming obsolete and less meaningful. Weighted AveragingMP2 divides the total cost of goods available for sale by the number of units available for sale. MP2 assigns the average cost to each unit, but you may still record and track actual purchase prices. 9 SiteEnter the sites with access to the warehouse.
MP2 automatically assigns the first site entered as the Primary Site; however, you may change the Primary Site to any site listed on this form.
Tip: To view the address and contact information for each warehouse, click the Address tab.
Setting Up Invoicing
Enter tax and markup rates for each site. MP2 applies the tax rates to all call-in request invoices and the markup rates to new tenant records. Additionally, if indicated, MP2 also applies the markup rates to all call-in request invoices. Follow these steps when setting up invoicing. 1 Choose Tools | Setup | Invoicing from the menu bar. MP2 displays the Invoice Setup form.
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2 3 4 5 6 7
SiteEnter the site for which to set up invoicing. Labor Tax Rate (%)Enter the labor tax rate applied to services rendered by the facility. Material Tax Rate (%)Enter the material tax rate applied to services rendered by the facility. Labor Markup (%)Enter the labor markup rate applied to services rendered by the facility. Material Markup (%)Enter the material markup rate applied to services rendered by the facility. Mark Up InvoiceSelect to add markups to costs on call-in request invoices.
Setting Up Quotations and Requisitions

Set up quotation and requisition information for the entire facility. This information includes enforcing automatic numbering for all quotations and requisitions manually created at any site. Additionally, set up quotation and requisition information for each site. This information includes specifying the next quotation and requisition numbers, entering a standard requisition heading, creating a single source letter, entering requisition approval levels, and specifying requisition generation options.
Enforcing Automatic Numbering

Enforce automatic numbering to avoid having users manually enter any quotation or requisition number. Follow these steps when enforcing automatic numbering. 1 2
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Choose Tools | Setup | Requisitions from the menu bar. MP2 displays the Requisition Setup dialog box. Click the Sites tab. MP2 displays the Sites page.
4 INITIAL SETUP
Enforce automatic requisition numberingSelect to enforce automatic requisition numbering. If you select this check box, MP2 will not allow users to manually enter a number for Requisition No. on the Requisitions form. Enforce automatic quotation numberingSelect to enforce automatic quotation numbering. If you select this check box, MP2 will not allow users to manually enter a number for Quotation No. on the Quotations form.
Printing Multimedia Files

Specify whether to print multimedia files with quotations and requisitions. Follow these steps when printing multimedia files. 1 2 3 4 Choose Tools | Setup | Requisitions from the menu bar. MP2 displays the Requisition Setup dialog box. Click the Sites tab. MP2 displays the Sites page. Print Multimedia Files from RequisitionsSelect Yes to print multimedia files when printing requisitions. Print Multimedia Files from QuotationsSelect Yes to print multimedia files when printing quotations.
Specifying the Next Quotation and Requisition Numbers

Specify the next quotation and requisition numbers for MP2 to assign when manually creating or generating a quotation or requisition. Follow these steps when specifying the next quotation and requisition numbers. 1 2
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Choose Tools | Setup | Requisitions from the menu bar. MP2 displays the Requisition Setup dialog box. Select the site for which to specify numbers, and then click the Numbering/Headings tab. MP2 displays the Numbering/Headings page.
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Next Requisition No. and Next Quotation No.Enter the number for the next requisition and quotation. MP2 automatically increments each consecutive requisition and quotation by one.
Entering the Requisition Heading

Enter the heading to print at the top of each requisition. Follow these steps when entering the requisition heading. 1 2 Choose Tools | Setup | Requisitions from the menu bar. MP2 displays the Requisition Setup dialog box. Select the site for which to enter the heading, and then click the Numbering/Headings tab. MP2 displays the Numbering/Headings page.
Requisition HeadingEnter the heading to print at the top of each requisition.
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Creating the Single Source Letter

A single-source vendor is the sole vendor from whom your facility purchases particular items. If you list a vendor as single source on a requisition, MP2 prints the contents of the single source letter on the bottom right corner of the requisition. Follow these steps when creating the single source letter for requisitions. 1 2 Choose Tools | Setup | Requisitions from the menu bar. MP2 displays the Requisition Setup dialog box. Select the site for which to create the letter, and then click the Single Source Letter tab. MP2 displays the Single Source Letter page.
3 4
Enter, in the memo field, the information to print as the single-source letter. Click Requisition No. and/or Vendor Name to enter placemarkers. When printing requisitions, MP2 substitutes the placemarkers with the actual requisition number and/or vendor name.
Entering Requisition Approval Levels

If your facility uses no requisition approval process, you may set up MP2 to bypass the requisition approval process. Refer to Bypassing the Requisition Approval Process later in this chapter. MP2s requisition approval process contains up to 4 approval levels. Specify an approval level for each employee. Employees may only approve requisitions up to the dollar amount specified for their level. Follow these steps when entering requisition approval levels. 1 2
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Choose Tools | Setup | Requisitions from the menu bar. MP2 displays the Requisition Setup dialog box. Select the site for which to enter approval levels, and then click the Approval Levels tab. MP2 displays the Approval Levels page.
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Enter the appropriate amounts into these fields. Level 1 Can Approve Up ToEnter the amount for which users with Level 1 requisition approval level may approve. Level 2 Can Approve Up ToEnter the amount for which users with Level 2 requisition approval level may approve. Level 3 Can Approve Up ToEnter the amount for which users with Level 3 requisition approval level may approve.
Specifying Requisition Generation Options

Edit the default requisition information, if necessary. If you add an item when manually creating a purchase order that is not already on a requisition, MP2 adds it to the default requisition. Specify whether to separate non-stock items from stock items and determine requisition approval. Follow these steps when specifying requisition generation options. 1 2 Choose Tools | Setup | Requisitions from the menu bar. MP2 displays the Requisition Setup dialog box. Select the site for which to specify generation options, and then click the Generation Options tab. MP2 displays the Generation Options page.
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3 4
Default Requisition No.Enter the default requisition number. Requisition GroupingSelect one of these methods for grouping requisitions during requisition generation. One for each vendorMP2 creates one requisition for each vendor. Each requisition contains all requisitioned items for that vendor. One for all vendorsMP2 places all items for all vendors on one requisition for approval at one time. Use default requisitionMP2 places all items on the default requisition. Default requisitions require no approval for generation.
Tip:
If you choose to use the default requisition and have single source items, generate requisitions for these items manually. MP2 will not add single source items to the default requisition during automatic generation.
Non-stock itemsSelect one of these options for managing non-stock items on requisitions. Mixed with stock itemsMP2 mixes non-stock items and stock items on requisitions. Separate from stock itemsMP2 creates separate requisitions for stock items and non-stock items. Do not reorderMP2 does not place non-stock items on requisitions.
Automatic Req. ApprovalSelect one of these options. No auto-approvalMP2 requires approval to generate purchase orders for items. Stock items onlyMP2 does not require approval to generate purchase orders for stock items. All itemsMP2 does not require approval to generate purchase orders for stock or non-stock items.
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Automatic PO GenerationSelect to automatically generate purchase orders when generating requisitions.
Bypassing the Requisition Approval Process

Bypass the requisition approval process if your facility does not require requisition approval before generating purchase orders from requisitions. Follow these steps when bypassing the requisition approval process. 1 2 3 4 5 6 Choose Tools | Setup | Requisitions from the menu bar. MP2 displays the Requisition Setup dialog box. Select the site for which to bypass the approval process, and then click the Generation Options tab. MP2 displays the Generation Options page. Requisition GroupingSelect Use default requisition. Non-stock itemsSelect Mixed with stock items. Automatic Req. ApprovalSelect All items. Automatic PO GenerationSelect to automatically generate purchase orders when generating requisitions.
Now, when you generate requisitions, MP2 places all items on the default requisition, which requires no approval.
Tip: To avoid having too many items on one requisition, change the Default Requisition No. regularly.
Setting Up Purchase Orders

Set up facility-specific purchase order information. Specify whether MP2 should record all purchase order revisions and audit changes to the item status on purchase orders. You may also specify whether to enforce automatic purchase order numbering for purchase orders created at the facility. Additionally, set up purchase order information for each purchasing center. This information includes specifying the next purchase order number, entering a default site, entering default addresses, specifying receive options, specifying generation options, and setting up electronic media.
Specifying Default Purchasing Options

Specify the next purchase order number for MP2 to assign when manually creating or generating a purchase order. Enter the default site and default buyer for each purchasing center. Record changes to approved purchase orders and changes to the status of line items on requisitions and purchase orders. Enforce automatic numbering to avoid having users manually enter a purchase order number.
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Follow these steps when specifying default purchasing options. 1 2 Choose Tools | Setup | Purchasing from the menu bar. MP2 displays the Purchasing Setup dialog box. Click the Purchasing Center tab. MP2 displays the Purchasing Center page.
3 4 5 6 7 8 9
Select the purchasing center for which to specify default options. Next PO No.Enter the number for the next purchase order. MP2 automatically increments each consecutive purchase order by one. Default SiteEnter the default site for the purchasing center. Default BuyerEnter the default buyer for the purchasing center. Record PO RevisionsMP2 records changes to approved purchase orders. Record Item Status ChangesMP2 records changes to the status of line items on purchase orders. Enforce automatic PO numberingSelect to enforce automatic purchase order numbering. If you select this check box, MP2 will not allow users to manually enter a number for PO No. on the Purchase Orders form.
Specifying Default Addresses

By default, MP2 prints the confirm-to, ship-to, and invoice addresses on each purchase order. However, you may change these addresses for specific purchase orders. Follow these steps when specifying default addresses. 1 2 Choose Tools | Setup | Purchasing from the menu bar. MP2 displays the Purchasing Setup dialog box. Select the purchasing center for which to specify the addresses, and then click the Addresses tab. MP2 displays the Addresses page.
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Address TypeSelect one of these options. Confirm-to AddressAddress to which vendors send confirmation Ship-to AddressAddress to which vendors ship the order Invoice AddressAddress to which vendors charge the order
Enter the facility name and address.
Specifying Purchase Order Receive Options

Specify certain options for MP2 to enforce or apply when receiving line items on purchase orders. Follow these steps when specifying purchase order receive options. 1 2 Choose Tools | Setup | Purchasing from the menu bar. MP2 displays the Purchasing Setup form. Select the purchasing center for which to specify receive options, and then click the Receive Options tab. MP2 displays the Receive Options page.
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Select one or more of these options. Enforce Identity of Order Warehouse and Receive WarehouseMP2 forces the order warehouse and the receiving warehouse to be the same. Auto-fill Qty to ReceiveMP2 automatically enters the remaining Qty to Receive on the Receive Line Items dialog box. MP2 obtains this quantity from the Purchase Orders form. Include TaxMP2 includes tax for the line item on the Receive Line Items dialog box. Include Shipping ChargeMP2 includes the shipping charge for the line item. MP2 obtains this value from the Ship Rate on the Receive Options page. Include Miscellaneous ChargeMP2 includes the miscellaneous charge for the line item. MP2 obtains this value from the Miscellaneous Rate on the Receive Options page.
MP2 includes the tax, shipping charge, and miscellaneous charge in the Adjusted Unit Cost on the Costs sub-page of the Inventory form and in the Amount Received on the Costs page of the Purchase Orders form. 4 5 6 Ship Rate (%)Enter the shipping charge to apply to all purchase orders. Miscellaneous Rate (%)Enter any miscellaneous charge to apply to all purchase orders. PO StatusSelect the status that MP2 applies to a purchase order when you begin receiving items from the purchase order.
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Select one or more of these options. Allow Receiving Non-inventory Items to StockMP2 receives non-inventory items to stock. Use Automatic Receiver No.MP2 automatically assigns the next incremented receiver number when you receive an item. Enter, for Next Receiver No., the number for MP2 to assign to the next item you receive. Print ReceiverMP2 prints the Receiver report when you receive an item.
Label Layout FileEnter the location and filename of your saved label layout. MP2 prints labels in this format. Infor recommends saving the file on the network. If left blank, MP2 prints labels in the default label layout.
When printing receiver labels, ensure that a receiver label file, not a barcode label file, is associated with the purchasing center.
Tip:
Specifying Purchase Order Generation Options

Specify options for MP2 to apply when generating purchase orders. Follow these steps when specifying purchase order generation options. 1 2 Choose Tools | Setup | Purchasing from the menu bar. MP2 displays the Purchasing Setup dialog box. Select the purchasing center for which to specify generation options, and then click the Generation Options tab. MP2 displays the Generation Options page.
Select one or more of these options. Separate Stock Items from Non-stock ItemsMP2 separates stock items from non-stock items. Default for Printing and submittingMP2 automatically selects Select for Printing on the Purchase Orders form so that you may batch print all purchase orders generated.
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Setting Up Fax
Set up fax information if you send purchase orders or faxes to vendors electronically. Follow these steps when setting up fax information. 1 2 Choose Tools | Setup | Purchasing from the menu bar. MP2 displays the Purchasing Setup dialog box. Select the purchasing center for which to set up fax , and then click the Electronic Media tab. MP2 displays the Electronic Media page.
Fax Program NameEnter WINFAX. MP2 supports only the WinFax fax program.
Setting Up Work Orders

Specify whether you want to enforce automatic work order numbering for work orders created at the facility. Additionally, set up site-specific work order information. This information includes specifying the number of days to project when refreshing the work schedule, whether you want to print multimedia files (drawings, word processing documents, etc.) with work orders, and the next work order number. Follow these steps when setting up work orders. 1 Choose Tools | Setup | Work Orders from the menu bar. MP2 displays the Work Order Setup dialog box.
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2 3 4
Click
to insert a record. MP2 creates a new work order setup record.
SiteEnter the site for which to set up work orders. Enforce automatic WO numberingSelect to enforce automatic work order numbering. If you select this check box, MP2 will not allow users to manually enter a number for WO No. on the Work Orders form. This is a corporation-wide setting. Show RFO Codes at Work Order LevelSelect to display the Reason for Outage (RFO) code at the work order level (e.g., on the List View and Record View pages of the Work Orders form). Projection DurationEnter the number of days into the future for MP2 to project when refreshing the work schedule. The default value is 90 days. In this case, MP2 includes all work orders coming due within the next 90 days. Print Multimedia Files from Work OrdersSelect whether to print multimedia files when printing work orders in either the short or long form. Next WO No.Enter the number to assign to the next work order number. MP2 automatically increments each consecutive work order by one. Print WOs from Call-in RequestsSelect one of these options. Short FormSelect to print work orders in short form when printing work orders from call-in requests. Long FormSelect to print work orders in long form when printing work orders from call-in requests.
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Modifying the State and Province Codes

Modify the State/Province Codes table if your facility is in a country other than the United States or Canada, or if you use vendors, manufacturers, employees, or contract employees whose addresses are not in the United States or Canada. Follow these steps when modifying the state and province codes. 1 Choose Tools | Setup | State/Province Codes from the menu bar. MP2 displays the State/Province Codes form.
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2 3 4 5
Tip:
Click
to insert a record. MP2 creates a new state/province code record.
State CodeEnter the code identifying the state or province. Use postal codes, if possible. CountryEnter the country in which the state or province is located. State NameEnter the name of the state or province.
Define filters for this form, and then apply a filter to display only those states/provinces that match the filter criteria. For example, you may create a filter to display only provinces in Canada.
Specifying Multimedia File Search Paths

In MP2, you can open these file types, if the associated program is available, and you may also attach multimedia files directly to equipment, inventory, task, or work order records. Type Microsoft Word Rich Text text Audio for Windows Video for Windows HTML help Extension .DOC .RTF .TXT .WAV .AVI .HTM, .HTML .HLP
Additionally, you can open graphic files in these formats. *.BMP *.PNG *.EPS *.TGA *.FAX *.TIF *.IMG *.WMF *.JPG *.WPG *.PCX
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You can save graphic files in these formats. *.BMP *.EPS *.JPG *.PCX *.TIF
Store multimedia files in one or more directories on the network or local drive. If you store multimedia files on your local drive, other MP2 users will not be able to access them. Specify the path to each directory in the Multimedia File Search Paths dialog box, and then attach image files from these directories to equipment, inventory, task, and work order records. Follow these steps when specifying multimedia file search paths. 1 Choose Tools | Setup | Multimedia File Search Paths from the menu bar. MP2 displays the Multimedia File Search Paths dialog box.
2 3
PathEnter the directory path of each multimedia file. Click Browse to search for each path, if necessary. Click OK. MP2 returns to the main window.
Attach multimedia files from these directories to equipment, inventory, task, and work order records.
Creating Credit Card Records

Create credit card records for corporate credit card accounts. Follow these steps when creating credit card records. 1 2 Choose Tools | Setup | Credit Cards from the menu bar. MP2 displays the Credit Cards form. Click the Record View tab. MP2 displays the Record View page.
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3 4 5 6 7 8 9
Click
to insert a new record. MP2 creates a credit card record.
Purchasing CenterEnter the code identifying the purchasing center. Credit Card DescriptionEnter the name of the credit card. Card No.Enter the credit card number. Name on CardEnter the individuals name appearing on the credit card. ActiveSelect to indicate that the credit card is active. MonthEnter the number identifying the month of expiration.
10 YearEnter the number identifying the year of expiration. 11 Address 1Enter the billing address for the card. 12 Enter information into the remaining fields, as necessary.
Defining Euro Currency Conversion Settings

Set up your database for compatibility with the European Unions currency. When performing currency conversions in the Purchasing module, MP2 performs either a cross conversion or a triangular conversion based on these settings. Your base currency is the currency in your Windows settings. The national currency is defined in the Purchasing module of MP2, and it normally represents your vendors currency. After defining Euro currency conversion settings, you may follow the steps in the Euro Currency Conversion wizard. MP2 either converts the base currency values in the MP2 database to Euro throughout the MP2 system, or it converts the national (vendor) currency MP2 values to Euro in the Purchasing module only. To access the Euro Currency Conversion wizard, choose Tools | Utilities | Convert to Euro from the menu bar.
Important: The Euro currency conversion will not be accurate if your company uses multiple workstations with different currency settings.
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Follow these steps when defining Euro currency conversion settings. 1 Choose Tools | Setup | Euro Conversion from the menu bar. MP2 displays the Euro Setup dialog box.
2 3
Your base currency isMP2 displays the currency that is defined in your Windows settings. This currency appears in all currency fields throughout the system. Enable EuroWhen unselected, MP2 will perform a cross conversion. MP2 will perform either a triangular or cross conversion, depending on certain criteria explained below. Enable Euro must be selected if you want to enable the triangular conversion. MP2 will perform a cross conversion when one of the following is true. Enable Euro is not selected. Enable Euro is selected and both currencies (base and national) are non-Eurobased. Enable Euro is selected and Use triangular for opt-out Euro-based is not selected and one or both currencies (base and national) are opt-out Euro-based. MP2 will perform a triangular conversion when one of the following is true. Enable Euro is selected and one or both currencies (base and national) are Euro-based. Enable Euro is selected and Use triangular for opt-out Euro-based is selected and one or both currencies (base and national) are opt-out Euro-based.
Use triangular for opt-out Euro-basedWhen selected, MP2 will perform a triangular conversion if Enable Euro is selected and if one or both currencies are opt-out Euro-based.
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Do you have a Euro-based base currency?Choose one of these options. Yes, it is Euro-basedSelect if your base currency is fully Euro-based. Yes, it is opt-out Euro-basedSelect if your country is in the process of converting to Euro. No, it is non-Euro-basedSelect if your base currency is not Euro-based.
6
Tip:
What is your Euro to base currency conversion rate?Enter the currency exchange rate from Euro to your base currency.
If your base currency is Euro, the Euro to base conversion rate is 1.
Click the Exchange Rates tab. MP2 displays the Exchange Rates page.
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CurrencyEnter the national (vendor) currency. Exchange RateEnter the exchange rate for your base currency to the national (vendor) currency.
10 Currency SymbolEnter the national (vendor) currency symbol. 11 Euro-basedChoose one of these options. Euro-basedSelect if the national (vendor) currency is fully Euro-based. Opt-out Euro-basedSelect if the vendors country is in the process of converting the national currency to Euro. Non-Euro-basedSelect if the national (vendor) currency is not Euro-based. 12 Euro RateEnter the exchange rate from Euro to the national (vendor) currency.
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This chapter outlines procedures for administering MP2 utilities.
IN THIS CHAPTER
Converting Data from Other Infor Products Loading the Sample Database Changing the Server Password Viewing System Information Managing Audit Trail Information Viewing Active Users Viewing Number of Records Exporting Data Importing Equipment and Inventory Data Synchronizing Descriptions Archiving and Restoring History Scheduling Generation, Close, and Projection Jobs Viewing and Editing Scheduled Jobs Checking for Orphans Performing Data Surgery Removing Temporary Data and Views Accessing SQL Server Books Online
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Converting Data from Other Infor Products

The MP2 Data Conversion Wizard leads you through each step of the conversion process. Convert data from these Infor products. MP2 Professional 6.0 SQL Server Edition MP2 Enterprise 6.0 SQL Server Edition MP2 Access 2000 Edition If you have an older version of MP2 not listed above, contact your Infor Sales Representative for upgrade information.
Important: Infor strongly recommends allocating additional hard drive space when converting data. Determine the additional space needed by following this formula. [MP2 installation (35 MB) + size of existing data directory] x 1.5 = total space needed
Only users in the System Administrator security role have access to the conversion function. Ensure that all users exit MP2 before beginning the conversion process. Follow these steps when converting data from other Infor products. 1 Back up the data of the existing Infor product. Refer to the Infor program documentation or your database program documentation for information on backing up data. Restore history archives in the existing Infor product. Check for orphans and fix/restructure indexes in the existing Infor product, if applicable. Refer to the Infor program documentation.
2 3
Contact Infor Tech Support if the utilities indicate problems. 4 5 6 7 8 9 Determine the data directory of the existing Infor product. Check the data directory under System Information. Install the new version of MP2. Refer to Chapter 1: Installation. Start MP2. Choose Tools | Security | Purchasing Centers from the menu bar. MP2 displays the Purchasing Centers form. Create purchasing center records for all of your facilitys purchasing centers. Choose Tools | Security | Warehouses from the menu bar. MP2 displays the Warehouses form.
10 Create warehouse records for all of your facilitys warehouses. 11 Choose Tools | Security | Sites from the menu bar. MP2 displays the Sites form. 12 Create site records for all of your facilitys sites. 13 Assign a Purchasing Center and Primary Warehouse to each site record.
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14 Choose Tools | Setup | Inventory from the menu bar. MP2 displays the Inventory Setup form. 15 Assign a Site to each warehouse record. 16 Click . MP2 updates the warehouses Primary Site.
17 Choose Tools | Utilities | Convert Other Products from the menu bar. MP2 launches the Data Conversion Wizard. 18 Follow the onscreen steps provided by the Wizard. 19 Verify that MP2 successfully converted the data by starting MP2 and checking the number of records in the key database tables. Refer to Viewing Number of Records later in this chapter. 20 Uninstall the previous Infor product or delete previous Infor product directories and their sub-directories from the server and workstations. Refer to Uninstalling MP2 in Chapter 1: Installation or to the Windows documentation for information on deleting directories. Refer to this list of default directory and sub-directory names. The directory names are different if you did not accept the default directory names when installing the Infor product. MP2 6.0 SQL ServerMP2V60 MP2 Access 2000MP2ACC2000 21 Delete obsolete program groups from the Start Menu or Program Manager. Refer to the Windows documentation.
Loading the Sample Database

Load the sample database for use in system testing and system training.
Important: Re-loading the sample database overwrites any changes made to the sample database.
Follow these steps when loading the sample database. 1 2 3 4

Tip: Important:
Log into MP2 as the System Administrator. Choose Tools | Utilities | Load Sample Database from the menu bar. MP2 displays a warning and asks if you want to continue. Click Yes. MP2 loads the sample database, and then displays a confirmation. Click OK.
To log into MP2 again after loading the sample database, enter DSTM as the User ID and dstm as the Password. MP2 includes the DSTM user in the sample database and creates this user with system administrator privileges. Change the password for this user or delete this user after creating a new system administrator user in the sample database.
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Changing the Server Password

MP2 uses both user passwords and server passwords. User passwords prevent unauthorized users from logging into MP2. Each MP2 user specifies a user password. Server passwords prevent unauthorized users from connecting to the database system that stores MP2s data tables. MP2 permits one user password per user and only one server password per system. Change the server password to ensure data security. Notify all authorized MP2 users of the new server password. Only users in the System Administrator security role have access to this function. Follow these steps when changing the server password. 1 2 Choose Tools | Utilities | Change Server Password from the menu bar. MP2 displays a warning explaining the impact of changing the server password. Read the message, and then click Continue. MP2 displays the Change Server Password dialog box.
3 4
Old Server PasswordEnter the old server password. New Server Password and Confirm PasswordEnter the new server password. MP2 changes the password and displays another message box outlining additional procedures. Click OK.
Notify all authorized users of the change and ensure that they update the configuration file (.INI) on their workstations with the encoded new server password.
Viewing System Information

View and print MP2 system information, including product and user information, ODBC, network specifications, drive space, and workstations system setup. Print this information before calling Infor TechSupport. Follow these steps when viewing system information. 1 Choose Tools | Utilities | System Information from the menu bar. MP2 displays the System Information dialog box.
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Click these tabs for corresponding information. ProductProduct name, product edition, product directory, product number, version number, the add-ons installed, maximum number of users, the current user login name and audit trail status, role name, and database schema. ODBCODBC driver and version, server name and version, server language, and case sensitivity information. NetworkNetwork provider and users network login name. Drive SpaceThe boot directory, total disk space, total free disk space, setup scratch directory, and setup temporary directory. WorkstationSystem and CPU type, operating system information, system directory, total physical memory, total free physical memory, total virtual memory, total free virtual memory, screen height and width, printer information, keyboard and mouse type, date, and time. Server UpgradeService pack number and installation date, as well as a list of all the objects upgraded. Workstation FilesFiles affected by the service pack installation.
3
Tip:
Click OK.
To print the information on these pages, click Print.
Managing Audit Trail Information

Audit trails trace actions in MP2, thereby helping the facility comply with government regulations.
Specifying Users to Audit

Specify which MP2 users to audit. Only users in the System Administrator security role have access to this function.
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Follow these steps when specifying users to audit. 1 2 Choose Tools | Security | Users from the menu bar. MP2 displays the Users form. Click the Record View tab. MP2 displays the Record View page.
Locate the user to audit, and then select Activate Audit Trail.
Setting Up Audit Trail Information

Set up audit trail information. Specify which tables and fields to audit. Specify whether to audit insertions, modifications, and/or deletions users make to records in MP2. Follow these steps when setting up audit trail information. 1 Choose Tools | Utilities | Setup Audit Trail from the menu bar. MP2 displays the Setup Audit Trail form.
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2 3 4 5
Click
to insert a record. MP2 creates a new audit record.
Table NameEnter the name of the table to audit. Field NameEnter the name of the field to audit. Refer to this table when setting up auditing information. Field Insert Delete Update Explanation Select Yes for MP2 to audit insertions of this field; otherwise select No. Select Yes for MP2 to audit deletions of this field; otherwise select No. Select Yes for MP2 to audit updates to this field; otherwise select No.
6
Important: Tip:
Click Create Triggers. MP2 creates the necessary triggers.

Click Create Triggers each time you insert a new table, insert or delete a field, or change one of the field attributes (e.g., Insert, Delete, Update). To print the audit trail settings, choose Audit Trail Settings Report from the options menu.
Viewing and Printing Audit Trail Information

View or print a list of the changes made by audited users. Follow these steps when viewing and printing audit trail information. 1 Choose Tools | Utilities | View Audit Trail from the menu bar. MP2 displays the Audit Trail Report Setup form.
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No. of RecordsEnter the number of records to process each time MP2 passes through the table, and then click OK. MP2 displays the Audit Trail print dialog box.
Choose one of these options. View audit trail informationClick Print Preview. MP2 displays the report onscreen. Print audit trail informationSelect Print, and then click OK. MP2 prints the report.
Important:
If the report includes multiple pages, MP2 displays a message asking whether to continue.
Purging Audit Trail Records

As employees insert, delete, or update records in MP2, the size of the Audit Trail table increases. As the size increases, MP2 takes longer to process and locate records. Regularly remove unnecessary audit trail records. Follow these steps when purging audit trail records. 1 Choose Tools | Utilities | Purge Audit Trail from the menu bar. MP2 displays the Purge Audit Trail dialog box.
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MP2 automatically displays the date of the first audit trail record for Purge Start Date and the current date for Purge Through. 2 3 Purge ThroughEnter the date through which to remove records. Select the user whose audit information you want to purge from the Available list, or click and then click to select all users. MP2 moves the user(s) to the Selected list. Click OK. MP2 deletes the selected records and then displays a confirmation. Click OK. MP2 closes the Purge Audit Trail dialog box.
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Viewing Active Users

View a list of all network users who are currently logged into MP2. Follow these steps when viewing active users. 1 Choose Tools | Utilities | List Active Users from the menu bar. MP2 displays the Active Users dialog box.
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MP2 lists all the current users in MP2 along with their network session ID, user name, and host name. 2 Select a user, and then choose one or more of these options. View user login sitesClick the Sites tab. MP2 displays the Sites page listing all the sites to which the user has access. View user login warehousesClick the Warehouses tab. MP2 displays the Warehouses page listing all the warehouses to which the user has access. View user login purchasing centersClick the Purchasing Centers tab. MP2 displays the Purchasing Centers page listing all the purchasing centers to which the user has access.
Viewing Number of Records

View the current number of records in all MP2 tables. Follow these steps when viewing number of records. 1 Choose Tools | Utilities | Number of Records from the menu bar. MP2 displays the Number of Records print dialog box.
Click Print Preview. MP2 displays the report on-screen.
Exporting Data
Caution: Infor strongly recommends that only management or responsible technical personnel export data. Improper use may corrupt or overwrite existing data.
Export data from all MP2 tables not hidden by security, and import it to another database format. The exported spreadsheet file includes the field labels of the table as the first row. Export data in two ways: (1) from the MP2 menu bar, as described below, or (2) by selecting Export as the Destination on any print dialog box.
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Follow these steps when exporting data. 1 2 Back up files before exporting data. Refer to Backing Up and Restoring SQL Databases in Appendix D: SQL Utilities. Choose Tools | Utilities | Export Tables from the menu bar. MP2 displays the Export dialog box.
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TableSelect the table to export. For the selected table, MP2 displays, in Fields to Export, the field labels of all fields not hidden by security. or Rearrange fields in Fields to Export by selecting a field, and then by clicking to move the field up or down in the list. MP2 exports the fields in the order in which they appear in Fields to Export.
To exclude a field when exporting data, select the field in Fields to Export, and then . MP2 moves the selected field to Available Fields. click
Tip:
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Click Export. MP2 displays the Save As dialog box. Save inSelect the directory in which to save the exported file. File nameEnter a name for the exported file. Save as typeSelect one of these export formats. MP2 adds the selected export format extension to the export file name. Export Format ASCII comma delimited ASCII tab delimited Data Interchange Format Dbase II, III, III+, IV Microsoft Excel 2.0, 3.0, 4.0 Microsoft Excel 5.0 (non-OLE 16-bit version) Export File Extension .CSV .TXT .DIF .DBF .XLS .XLS
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Export Format Lotus 1-2-3 2.x Lotus 1-2-3 3.0 Lotus 1-2-3 4.0, 5.0 Quattro Symphony 1.0, 1.1 Microsoft Access
Export File Extension .WK1 .WK3 .WK4 .WKQ .WRK .MDB
Refer to these guidelines when exporting to Microsoft Access. The File name is equivalent to a Microsoft Access database name, either existing or non-existing. The exported table name (Table) is the same as the SQL table name, and MP2 inserts the table into the user-selected Microsoft Access database (File name). MP2 does not permit exporting to a system-required Microsoft Access database, such as MP2SYS.MDB.
Click Save. MP2 exports the selected table.
Importing Equipment and Inventory Data

Infor strongly recommends that only management or responsible technical personnel import files. Improper use may corrupt data. Import new equipment, inventory, inventory site, and stock data into MP2 or import data for existing equipment, inventory, inventory site, and stock records. Import data from these file types into MP2. ASCII comma delimited (*.CSV) ASCII tab delimited (*.TXT) Dbase II, III, III+, and IV (*.DBF) Excel (v2.0-v5.0) (*.XLS) Lotus 1-2-3 (v2.x- v5.0) (*.WK1, *.WK3, *.WK4) Symphony (v1.0-v1.1) (*.WRK) )
Due to limitations in the software, field names from Dbase will only show the first 8 characters.
Follow these steps when importing equipment and inventory data. 1 2 Back up the database before importing files. Refer to Backing Up and Restoring SQL Databases in Appendix D: SQL Utilities. Choose Tools | Utilities | Import Tables from the menu bar. MP2 displays the Import dialog box.
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Choose one of these options. Import FromEnter the complete path and filename of the file to import. Click Browse to locate the file. MP2 displays the Open dialog box. Select the file to import, and then click Open. MP2 enters the path and filename in Import From.
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Import ToSelect the table to which to import the data. Update Existing RecordsSelect to update existing records with the new imported data. For example, you may change the Qty on Hand for several items already existing in MP2. Read First Row As Field NamesSelect if the import file is an ASCII file and the first row is field names (or column headings).
Map data to the key field for each Import To table. Refer to Appendix C: Table Definitions for a list of these tables, including field names, field types, sizes, and key fields. MP2 permits mapping one field from Fields in Import File to several fields in Fields in Destination Table, but it does not permit mapping one field from Fields in Destination Table to more than one field in Fields in Import File.
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Map the fields by specifying the fields in the source file (Import From) that correspond to the fields in the destination table (Import To). Choose one of these methods. Select a field from Fields in Import File, select the corresponding field from Fields in Destination Table, and then click . Select a field from Fields in Import File, and then drag it to the corresponding field in Fields in Destination Table. Refer to the Windows documentation for more information on dragging objects.
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MP2 displays the one-to-one relationship in the currently mapped fields area.
Tip: To delete a mapping, select a mapping in the currently mapped fields area, and then press DELETE.
Click OK. MP2 displays a message indicating the progress of each table/record.
Synchronizing Descriptions
When changing equipment or inventory descriptions, apply the changes throughout the system by synchronizing the descriptions. Only users in the System Administrator security role have access to this function. Follow these steps when synchronizing descriptions. 1 Choose Tools | Utilities | Synchronize Descriptions from the menu bar. MP2 displays a message indicating that it will update equipment and inventory descriptions to match current equipment and inventory records. Click Yes. MP2 synchronizes equipment and inventory descriptions.
Archiving and Restoring History

The more history records that MP2 contains, the more hard disk space the history tables consume. As you add more records, MP2 takes longer to process them and to locate a specific record. Infor offers archiving in order to free system resources and speed up procedures. You may archive selected history records and then restore them later to view them or analyze them for reports. When you restore history records, MP2 does not delete the records from the archive but retains them for future use. MP2 does not include archived records when generating reports and graphs. To include archived records in reports and graphs, you must first restore the records.
Archiving and Restoring Inventory Transactions

When you perform inventory transactions, MP2 saves the transactions in the Inventory Transaction History table. Over time, the size of the table increases and occupies more hard disk space. MP2 then takes longer to process data. To reduce the size of the Inventory Transaction History table, archive selected records. Restore the records later to view or analyze them for reports.
Tip: To define a filter for archiving/restoring inventory transaction records, click the Select tab.
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Archiving Inventory Transactions

Follow these steps when archiving inventory transactions. 1 Choose Tools | Utilities | Archive/Restore History | Archive Inventory Transactions from the menu bar. MP2 displays the Archive Inventory Transactions dialog box.
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Click the Select Warehouses tab. MP2 displays the Select Warehouses page. Select the warehouse(s) for which to archive inventory transactions. Click the Options tab. MP2 displays the Options page. DatabaseClick Browse to select the drive and directory to which to archive the records. Starting Date and Ending DateEnter the first and last dates of the transactions for which to archive. OptionsSelect one of these options. ArchiveCopy the records to the selected drive and directory without removing the records from the Inventory Transaction History table. Archive and deleteCopy the records to the selected drive and directory and remove the records from the Inventory Transaction History table. DeleteRemove the records from the Inventory Transaction History table without copying them to another location.
Caution:
If you select Delete, MP2 deletes the records from the Inventory Transaction History table, and you cannot recover them.
Click OK. MP2 archives the inventory transactions.
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Restoring Inventory Transactions

Follow these steps when restoring inventory transactions. 1 Choose Tools | Utilities | Archive/Restore History | Restore Inventory Transactions from the menu bar. MP2 displays the Restore Inventory Transactions dialog box.
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Tip:
Click the Select Warehouses tab. MP2 displays the Select Warehouses page. Select the warehouse(s) for which to restore inventory transactions. Click the Options tab. MP2 displays the Options page. DatabaseClick Browse to select the drive and directory from which to restore the archived files.
If you select an existing archive database that contains matching inventory transaction records, MP2 will not overwrite the records to the database.
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Starting Date and Ending DateEnter the first and last dates of the transactions for which to restore. OptionsSelect one of these options. Restore as archiveRestore the archived history files to the Inventory Transaction History table with a designation that allows you to easily delete them when you no longer need them. Restore permanentlyRestore the archived history files to the Inventory Transaction History table in their original state as permanent records.
Tip:
Select Restore as archive when restoring records so that you may quickly delete only restored archive records from the Inventory Transaction History table when you no longer need them. To delete the records, archive them again and select Delete.
Click OK. MP2 restores the inventory transactions.
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Archiving and Restoring Purchase Order History

When you close purchase orders, MP2 saves the purchase orders in the Purchase Order History table. Over time, the size of the Purchase Order History table increases and occupies more hard disk space. MP2 then takes longer to process data. To reduce the size of the Purchase Order History table, archive selected records. Restore the records later to view or analyze them for reports.
Tip: To define a filter for archiving/restoring purchase order history records, click the Select tab.
Archiving Purchase Order History

Follow these steps when archiving purchase order history. 1 Choose Tools | Utilities | Archive/Restore History | Archive Purchase Order History from the menu bar. MP2 displays the Archive Purchase Order History dialog box.
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Click the Select Purchasing Centers tab. MP2 displays the Select Purchasing Centers page. Select the purchasing center(s) for which to archive purchase order history. Click the Options tab. MP2 displays the Options page. DatabaseClick Browse to select the drive and directory to which to archive the records. OptionsSelect one of these options. ArchiveCopy the records to the selected drive and directory without removing the records from the Purchase Order History table. Archive and deleteCopy the records to the selected drive and directory and remove the records from the Purchase Order History table. DeleteRemove the records from the Purchase Order History table without copying them to another location.
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Caution:
If you select Delete, MP2 deletes the records from the Purchase Order History table, and you cannot recover them.
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Including detailsSelect the details of the purchase order history records to include in the archived file.
Accept the default selections so that MP2 includes all information in your archive.
Click OK. MP2 archives the purchase orders.
Restoring Purchase Order History

Follow these steps when restoring purchase order history. 1 Choose Tools | Utilities | Archive/Restore History | Restore Purchase Order History from the menu bar. MP2 displays the Restore Purchase Order History dialog box.
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Click the Select Purchasing Centers tab. MP2 displays the Select Purchasing Centers page. Select the purchasing center(s) for which to restore purchase order history. Click the Options tab. MP2 displays the Options page. DatabaseClick Browse to select the drive and directory from which to restore the archived files. OptionsSelect one of these options. Restore as archiveRestore the archived history files to the Purchase Order History table with a designation that allows you to easily delete them when you no longer need them. Restore permanentlyRestore the archived history files to the Purchase Order History table in their original state as permanent records.
Tip:
Select Restore as archive when restoring records so that you may quickly delete only restored archive records from the Purchase Order History table when you no longer need them. To delete the records, archive them again and select Delete. 5 UTILITIES
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Including detailsSelect the details of the archive records to include in the restored file.
Accept the default selections so that MP2 includes all information in the restored records.
Click OK. MP2 restores the purchase orders.
Archiving and Restoring Purchase Order Revisions

When you modify purchase orders, if specified in Purchasing setup, MP2 saves the purchase order revisions in the Purchase Order Revisions table. Over time, the size of the Purchase Order Revisions table increases and occupies more hard disk space. MP2 then takes longer to process data. To reduce the size of the Purchase Order Revisions table, archive selected records. Restore the records later to view or analyze them for reports.
Tip: To define a filter for archiving/restoring purchase order revision records, click the Select tab.
Archiving Purchase Order Revisions

Follow these steps when archiving purchase order revisions. 1 Choose Tools | Utilities | Archive/Restore History | Archive Purchase Order Revisions from the menu bar. MP2 displays the Archive Purchase Order Revisions dialog box.
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Click the Select Purchasing Centers tab. MP2 displays the Select Purchasing Centers page. Select the purchasing center(s) for which to archive purchase order revisions. Click the Options tab. MP2 displays the Options page. DatabaseClick Browse to select the drive and directory to which to archive the records.
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OptionsSelect one of these options. ArchiveCopy the records to the selected drive and directory without removing the records from the Purchase Order Revisions table. Archive and deleteCopy the records to the selected drive and directory and remove the records from the Purchase Order Revisions table. DeleteRemove the records from the Purchase Order Revisions table without copying them to another location.
Caution:
If you select Delete, MP2 deletes the records from the Purchasing Order Revisions table, and you cannot recover them.
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Tip:
Including detailsSelect the details of the purchase order revision records to include in the archived file.
Click OK. MP2 archives the purchase order revisions.
Restoring Purchase Order Revisions

Follow these steps when restoring purchase order revisions. 1 Choose Tools | Utilities | Archive/Restore History | Restore Purchase Order Revisions from the menu bar. MP2 displays the Restore Purchase Order Revisions dialog box.
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Click the Select Purchasing Centers tab. MP2 displays the Select Purchasing Centers page. Select the purchasing center(s) for which to restore purchase order revisions. Click the Options tab. MP2 displays the Options page. DatabaseClick Browse to select the drive and directory from which to restore the archived files.
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OptionsSelect one of these options. Restore as archiveRestore the archived history files to the Purchase Order Revisions table with a designation that allows you to easily delete them when you no longer need them. Restore permanentlyRestore the archived history files to the Purchase Order Revisions table in their original state as permanent records.
Tip:
Select Restore as archive when restoring records so that you may quickly delete only restored archive records from the Purchase Order Revisions form when you no longer need them. To delete the records, archive them again and select Delete.
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Tip:
Click OK. MP2 restores the purchase order revisions.
Archiving and Restoring Work Order History

When you close work orders, MP2 saves the work orders in the Work Order History table. Over time, the size of the Work Order History table increases and occupies more hard disk space. MP2 then takes longer to process data. To reduce the size of the Work Order History table, archive selected records. Restore the records later to view or analyze them for reports.
Tip: To define a filter for archiving/restoring work order records, click the Select tab.
Archiving Work Order History

Follow these steps when archiving work order history. 1 Choose Tools | Utilities | Archive/Restore History | Archive Work Order History from the menu bar. MP2 displays the Archive Work Order History dialog box.
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Click the Select Sites tab. MP2 displays the Select Sites page. Select the site(s) for which to archive work order history. Click the Options tab. MP2 displays the Options page. DatabaseClick Browse to select the drive and directory to which to archive the records. OptionsSelect one of these options. ArchiveCopy the records to the selected drive and directory without removing the records from the Work Order History table. Archive and deleteCopy the records to the selected drive and directory and remove the records from the Work Order History table. DeleteRemove the records from the Work Order History table without copying them to another location.
Caution:
If you select Delete, MP2 deletes the records from the Work Order History table, and you cannot recover them.
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Tip:
Including detailsSelect the details of the work order history records to include in the archived file.
Click OK. MP2 archives the work orders.
Restoring Work Order History

Follow these steps when restoring work order history. 1 Choose Tools | Utilities | Archive/Restore History | Restore Work Order History from the menu bar. MP2 displays the Restore Work Order History dialog box.
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Click the Select Sites tab. MP2 displays the Select Sites page. Select the site(s) for which to restore work order history.
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Click the Options tab. MP2 displays the Options page. DatabaseClick Browse to select the drive and directory from which to restore the archived files. OptionsSelect one of these options. Restore as archiveRestore the archived history files to the Work Order History table with a designation that allows you to easily delete them when you no longer need them. Restore permanentlyRestore the archived history files to the Work Order History table in their original state as permanent records.
Tip:
Select Restore as archive when restoring records so that you may quickly delete only restored archive records from the Work Order History table when you finish using them. To delete the records, archive them again and select Delete.
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Tip:
Click OK. MP2 restores the work orders.
Scheduling Generation, Close, and Projection Jobs

Schedule common, but often time-consuming, MP2 processes to run automatically at specified time intervals, such as every evening. For example, schedule the server to automatically close work orders daily at 7:00 PM. MP2 processes the information in the background on the database server as scheduled without interfering with other user activities. Schedule jobs through Microsoft SQL Server. Refer to the Microsoft documentation for more information concerning job scheduling. Follow these steps when scheduling generation, close, and projection jobs.
Important: Microsoft SQL Server Agent must be activated before running scheduled jobs. Refer to the Microsoft documentation for more information concerning activating Microsoft SQL Server Agent.
Choose Start | Programs | Microsoft SQL Server | Enterprise Manager from the Windows taskbar. Windows displays the SQL Server Enterprise Manager form and the Console Root\Microsoft SQL Servers form. Select the appropriate server, and then choose Tools | Job Scheduling from the menu bar. Enterprise Manager displays the Create Job Wizard. Follow the on-screen steps to create a scheduled job.
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Tip:
Select Transact-SQL command as the command type, and refer to this table for examples of Microsoft SQL Server statements and parameters.
Task/Job Batch Work Order Close
Statements/Parameters BEGIN SET CONCAT_NULL_YIELDS_NULL OFF DECLARE @p_AppErrorId_out INT DECLARE @p_AppErrorText_out VARCHAR(255) EXEC BATCH_CLOSE_WO 'FUQ SITE-1, 01/01/2000, VIJAY SITE-1', @p_AppErrorId_out, @p_AppErrorText_out END
Tip: Do not include a space between site names.
Clear Temporary Data
BEGIN SET CONCAT_NULL_YIELDS_NULL OFF DECLARE @p_AppErrorId_out INT DECLARE @p_AppErrorText_out VARCHAR(255) EXEC REMOVETEMPVIEWANDDATA 1, @p_AppErrorId_out, @p_AppErrorText_out END
Tip: Locate the first parameter (Session ID) by 1) listing active users from MP2 or 2) running the command SELECT * FROM CONSENID in MS Query.
Work Order Generation
BEGIN SET CONCAT_NULL_YIELDS_NULL OFF DECLARE @p_AppErrorId_out INT DECLARE @p_AppErrorText_out VARCHAR(255) EXEC WO_SCHEDULED_WO_GENERATION 'VIJAY SITE-1',NULL,'10/25/1999','Y','Y','Y','Y','Y','N','(EQNUM = ''EQ1'')','(LOCATION = ''LOC1'')', '(CRAFT = ''CR1'')',@p_AppErrorId_out,@p_AppErrorText_out END
Tip: Enter the parameters in this order: Sites, Assigned To, Generate Through date.
Important: If no additional filters (parameters) are necessary, enter three null parameters (,,).
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Task/Job Purchase Order Generation
Statements/Parameters BEGIN SET CONCAT_NULL_YIELDS_NULL OFF DECLARE @p_AppErrorId_out INT DECLARE @p_AppErrorText_out VARCHAR(255) DECLARE @p_Filter VARCHAR(255) DECLARE @p_PCs VARCHAR(255) SELECT @p_PCs = 'FUQ PC,HUZ PC' SELECT @p_Filter = '' EXEC PUR_SCHEDULED_PO_GENERATION @p_PCs, @p_Filter, @p_AppErrorId_out, @p_AppErrorText_out END
Requisition Generation
BEGIN SET CONCAT_NULL_YIELDS_NULL OFF DECLARE @p_AppErrorId_out INT DECLARE @p_AppErrorText_out VARCHAR(255) DECLARE @p_Filter VARCHAR(255) DECLARE @p_Sites VARCHAR(255) SELECT @p_Sites = 'FUQ SITE-1,HUZ SITE-1' SELECT @p_Filter = 'where a.ITEMNUM *= b.ITEMNUM' EXEC PUR_SCHEDULED_REQ_GENERATION @p_Sites, 'from INVY a, WAREHOUSEINFO b ', @p_Filter, @p_AppErrorId_out, @p_AppErrorText_out END
Work Order Scheduling
BEGIN SET CONCAT_NULL_YIELDS_NULL OFF DECLARE @p_AppErrorId_out INT DECLARE @p_AppErrorText_out VARCHAR(255) DECLARE @v_ErrCode INT EXEC WS_SERVERSCHEDULED_TRAN 'FUQ SITE-1,FUQ SITE-2', @p_AppErrorId_out, @p_AppErrorText_out END
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Task/Job Purchase Order Close
Statements/Parameters BEGIN SET CONCAT_NULL_YIELDS_NULL OFF DECLARE @p_AppErrorId_out INT DECLARE @p_AppErrorText_out VARCHAR(255) DECLARE @p_PCs VARCHAR(255) SELECT @p_PCs = 'FUQ PC,HUZ PC' EXEC PUR_SCHED_POCLOSE @p_PCs, @p_AppErrorId_out, @p_AppErrorText_out END
Cost Calculation for Open Purchase Orders and Requisitions
BEGIN DECLARE @p_AppErrorId_out INT DECLARE @p_AppErrorText_out VARCH(255) EXEC PUR_SCHEDULED_CALPOREQCOST PC-1,PC2,SITE-1,SITE-2, @p_AppErrorId_out, @p_AppErrorText_out END
Important: To avoid performance problems, run this scheduled job during off hours. Do not run this scheduled job during purchase order or requisition generation processes. MP2 displays logged errors in the POCOSTERRORZ and REQCOSTERRORZ tables.
Tip:
Tip:
Refer to the Microsoft SQL Server documentation and online help for additional information concerning scheduling jobs.
Viewing and Editing Scheduled Jobs

Follow these steps when viewing and editing scheduled jobs. 1 Choose Start | Programs | Microsoft SQL Server | Enterprise Manager from the Windows taskbar. Windows displays the SQL Server Enterprise Manager form and the Console Root\Microsoft SQL Servers form. Click next to Microsoft SQL Servers. Enterprise Manager expands the list of server options. Click next to SQL Server Group. Enterprise Manager expands the list of server options.
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Click next to the appropriate server. Enterprise Manager expands the list of server options. Click next to Management. Enterprise Manager expands the list of management options. Click next to SQL Server Agent. Enterprise Manager expands the list of server agent options. Click Jobs. Enterprise Manager lists the names of all jobs and their details. Double-click a job name. Enterprise Manager displays the Properties dialog box.
View additional job information and/or edit job information as necessary.
Checking for Orphans

If a parent (master) record is corrupt or lost, its children (detail) records become orphans. Delete or repair orphan records. Infor strongly recommends that only system administrators have access to this utility. Refer to Defining Menu Option Security in Chapter 3: Security. Follow these steps when checking for orphan records. 1 Choose Tools | Utilities | Check for Orphans from the menu bar. MP2 displays a message as it checks for orphans one table at a time. If it finds orphans in a table, it displays a message asking whether to examine the orphan records. 2 Click Yes to examine the orphan records. MP2 displays the Orphans dialog box.
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The Orphans dialog box displays a list of orphan records for the table. 3 Select one of these options. Delete Orphaned RecordsDeletes the orphan records in this table. Reinsert Orphaned Records into Master TableReattaches the parent record to the orphaned records. Leave Orphaned RecordsLeaves the orphan records as they are, without changing the table. 4 Click OK. MP2 continues checking the remaining tables for orphan records, notifying you of orphans.
Performing Data Surgery

If the data tables are irreparable, perform surgery on them as a last resort. Only users in the System Administrator security role have access to this function.
Caution: With Data Surgery, MP2 permits changing any table. Incorrect use of this function may corrupt data. Infor strongly recommends that you contact TechSupport for assistance.
Follow these steps when performing data surgery. 1 2 Choose Tools | Utilities | Data Surgery from the menu bar. MP2 displays a warning. Click Yes. MP2 displays the Data Surgery dialog box.
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Select a Database TableSelect the table on which to perform surgery. MP2 opens the selected table in table view. For example, if you select the STOCK table, MP2 displays the Data Surgery - STOCK (Inventory Stock Levels and Locations) form.
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Tip:
Change, add, or delete information.

To reverse (or undo) changes, click structure. . MP2 restores the database to the original
Click Done. MP2 saves the changes to the table.
Removing Temporary Data and Views

Remove temporary data and views left by failed stored procedures. You may restrict users from accessing this utility. Refer to Defining Menu Option Security in Chapter 3: Security.
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Follow these steps when removing temporary data and views. 1 2 3 Choose Tools | Utilities | Remove Obsolete Temporary Data and Views from the menu bar. MP2 displays a confirmation. Click Yes. MP2 removes all obsolete temporary data and views and displays a completion message. Click OK.
Accessing SQL Server Books Online

SQL Server Utilities provides SQL Server Books Online, an entire online reference library. Access this reference library for information on SQL utilities, programming issues or questions, and database development. Follow these steps when accessing SQL Server Books Online. 1 Choose Start | Programs | Microsoft SQL Server | Books Online from the Windows task bar. SQL Server Books Online displays the main window.
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next to the book to view. SQL Server Books Online displays the contents of Click the book. Click next to the topic to view. SQL Server Books Online displays the text of the document.
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View, copy, or print the information.
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Create new tables and add fields to MP2 tables. Create new forms and add fields to forms so that you can view, insert, delete, or update data.
Important: Infor strongly recommends that you back up your data before designing tables or forms. Refer to Backing Up and Restoring SQL Databases in Appendix D: SQL Utilities. Infor strongly recommends that only one person access MP2 when designing forms.
IN THIS CHAPTER
Naming Tables and Fields Creating New Tables Adding Fields to Existing Tables Creating Form and Report Menu Options Viewing Menu Option Properties Deleting Menu Options Designing User-defined Reports Adding Controls to Forms Changing Control Captions Resetting Forms
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Naming Tables and Fields

Refer to these guidelines when naming tables and fields. Names must be 1 to 27 characters long. Names cannot contain quotation marks. Names are not case-sensitive. Names must begin with an alphabetic character from the database character set. Names can only contain alphanumeric characters from the database character set and these characters: _, $, and #.
Important: Infor strongly discourages using $ and #.
If your database character set contains multi-byte characters, Infor recommends including at least one single-byte character for each user or role name. Names cannot be SQL reserved or key words. See the table below. SQL Reserved and Key Words
ABSOLUTE ALLOCATE ARE AT BETWEEN BULK CASE CHARACTER CLOSE COLLATION COMPUTE CONSTRAINT CONVERT CURRENT CURRENT_USER DAY DEFAULT DESC DISCONNECT DOUBLE ELSE ERROREXIT EXEC EXPIREDATE FETCH FLOPPY FULL GRANT HOUR IF ACTION ALTER AS AUTHORIZATION BOTH BY CAST CHARACTER_LENGTH CLUSTERED COLUMN CONFIRM CONSTRAINTS CORRESPONDING CURRENT_DATE CURSOR DBCC DEFERRABLE DESCRIBE DISK DROP END ESCAPE EXECUTE EXTERNAL FILE FOR GET GROUP IDENTITY IMMEDIATE ADD AND ASC AVG BREAK CASCADE CATALOG CHECK COALESCE COMMIT CONNECT CONTINUE COUNT CURRENT_TIME DATABASE DEALLOCATE DEFERRED DESCRIPTOR DISTINCT DUMMY END_EXEC EXCEPT EXISTS EXTRACT FILLFACTOR FOREIGN GLOBAL HAVING IDENTITY_INSERT IN ALL ANY ASSERTION BEGIN BROWSE CASCADED CHAR_LENGTH CHECKPOINT COLLATE COMMITTED CONNECTION CONTROLROW CREATE CURRENT_TIMESTAMP DATE DECLARE DELETE DIAGNOSTICS DOMAIN DUMP ERRLVL EXCEPTION EXIT FALSE FIRST FROM GOTO HOLDLOCK IDENTITYCOL INDEX
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INITIALLY INSERT IS KILL LEVEL LOCAL MINUTE NATIONAL NO NULL OFF ONLY ORDER OVERLAPS PERMANENT PRECISION PRINT PROCEDURE READ REPEATABLE RETURN ROWCOUNT SCHEMA SERIALIZABLE SETUSER SPACE SYSTEM_USER TEMPORARY TIMESTAMP TRAILING TRANSLATION TSEQUAL UNKNOWN USE VALUES WAITFOR WITH YEAR
INNER INTERSECT ISOLATION LAST LIKE MATCH MIRROREXIT NATURAL NOCHECK NULLIF OFFSETS OPEN OUTER PAD PIPE PREPARE PRIOR PROCESSEXIT RECONFIGURE REPLICATION REVOKE ROWS SCROLL SESSION SHUTDOWN SQLSTATE TABLE TEXTSIZE TIMEZONE_HOUR TRAN TRIGGER UNCOMMITTED UPDATE USER VARYING WHEN WORK ZONE
INPUT INTERVAL JOIN LEADING LINENO MAX MONTH NCHAR NONCLUSTERED OCTET_LENGTH ON OPTION OUTPUT PARTIAL PLAN PRESERVE PRIVILEGES PUBLIC REFERENCES RESTRICT RIGHT RULE SECOND SESSION_USER SIZE STATISTICS TAPE THEN TIMEZONE_MINUTE TRANSACTION TRUE UNION UPDATETEXT USING VIEW WHERE WRITE
INSENSITIVE INTO KEY LEFT LOAD MIN NAMES NEXT NOT OF ONCE OR OVER PERM POSITION PRIMARY PROC RAISERROR RELATIVE RETAINDAYS ROLLBACK SAVE SELECT SET SOME SUM TEMP TIME TO TRANSLATE TRUNCATE UNIQUE USAGE VALUE VOLUME WHILE WRITETEXT
Creating New Tables

Create new tables by customizing fields, lookup tables, and values. Follow these steps when creating new tables. 1 2 Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form. Click next to Tables. MP2 expands the list of tables.
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Select Tables, and then click New. MP2 displays the Table Designer dialog box.
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Tip:
Table NameEnter a unique code identifying the name of the table. Refer to Naming Tables and Fields above. Table TitleEnter the display name for the table. SecuritySelect Site, Warehouse, or Purchasing Center to apply the base for security restriction, or select None to apply unrestricted access to the menu option.
If the current menu option is not expanded, the new menu option will be its last sibling. If the current menu option has no child, the new menu option will be its child. If the current menu option is expanded, the new menu option will be its last child.
Click New to add a field to the table. MP2 displays the Field Designer dialog box.
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NameEnter a unique code identifying the name of the field. Refer to Naming Tables and Fields above. LabelEnter the display name of the field.
10 TypeSelect the type of field.

Tip: If you select Integer, Float, or Currency, MP2 enables the Maximum Value and Minimum Value fields.
11 SizeEnter the number of characters allowed for the field. MP2 enables this field only if the field type is Alphanumeric. The maximum field size is 255 characters. 12 Key FieldSelect to designate a key field. 13 Look up to TableSelect to add a lookup table to the field. 14 Lookup-TableSelect the name of the table. 15 Lookup-FieldSelect the name of the field.
Tip: The lookup field should be the same size as the new field.
16 Validate Against Lookup FieldSelect to require the field value to be in the lookup table. 17 Maximum ValueEnter the maximum value allowed. 18 Minimum ValueEnter the minimum value required. 19 ListClick Add to enter all possible string values, and then click OK. 20 Click OK. MP2 returns to the Table Designer dialog box and adds the new field name to Fields. 21 Click OK. MP2 closes the dialog box and adds the new table name to the list of tables.
Adding Fields to Existing Tables

After adding fields to existing tables, you may add the fields to existing MP2 forms if there is available space on the form. Refer to Adding Fields to Forms later in this chapter. Follow these steps when adding fields to existing tables. 1 2 3 Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form. Click next to Tables. MP2 expands the list of tables.
Select an existing MP2 table, and then click Design. MP2 displays the Table Designer dialog box.
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Click New. MP2 displays the Field Designer dialog box.
5 6 7
Tip:
NameEnter a unique code identifying the name of the field. Refer to Naming Tables and Fields above. LabelEnter the display name of the field. TypeSelect the type of field.
If you select Integer, Float, or Currency, MP2 enables the Maximum Value and Minimum Value fields.
SizeEnter the number of characters allowed for the field. MP2 enables this field only if the field type is Alphanumeric. The maximum field size is 255 characters.
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Look up to TableSelect to add a lookup table to the field.
10 Lookup-TableSelect the name of the table. 11 Lookup-FieldSelect the name of the field.
Tip: The lookup field should be the same character size as the alphanumeric field.
12 Validate Against Lookup FieldSelect to require the field value to be in the lookup table. 13 Maximum ValueEnter the maximum value allowed. 14 Minimum ValueEnter the minimum value required. 15 ListClick Add to enter all possible string values, and then click OK. 16 Click OK. MP2 returns to the Table Designer dialog box and adds the new field name to Fields. 17 Click OK. MP2 closes the dialog box and adds the new table name to the list of tables.
Creating Form and Report Menu Options

Create form and report menu options after creating or modifying tables. Follow these steps when creating form and report menu options. 1 2 3 4 Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form. Click next to Forms or Reports. MP2 expands the list of forms or reports.
Click next to a form or report node. MP2 expands the list of forms or reports in the node. Select a form or report node, and then click New. MP2 displays the Menus dialog box.
5 6
Menu LabelEnter the name of the menu option. Security Based OnSelect Site, Warehouse, or Purchasing Center to apply the base for security restriction, or select None to apply unrestricted access to the menu option. Click OK. MP2 creates the new menu option and closes the dialog box.
If the current menu option is not expanded, the new menu option will be its last sibling. If the current menu option has no child, the new menu option will be its child. If the current menu option is expanded, the new menu option will be its last child. 123
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Tip:
6 MP2 DESIGNER
Viewing Menu Option Properties

View menu option properties for user-defined forms and reports only. Follow these steps when viewing menu option properties. 1 2 3 4 5 Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form. Click next to Forms or Reports. MP2 expands the list of forms or reports.
Click next to a form or report node. MP2 expands the list of forms or reports in the node. Select the form or report for which to view properties. Click Properties. MP2 displays the Menus dialog box.
Deleting Menu Options

Delete user-defined forms and reports only. Follow these steps when deleting menu options. 1 2 3 4 5 6 Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form. Click next to Forms or Reports. MP2 expands the list of forms or reports.
Click next to a form or report node. MP2 expands the list of forms or reports in the node. Select the form or report to delete. Click Delete. MP2 displays a confirmation message. Click Yes. MP2 deletes the menu option and the form or report associated with it.
Designing User-defined Reports

Follow these steps when designing user-defined reports. 1 2 3 Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form. Click Click next to Reports. MP2 expands the list of reports. next to a report node. MP2 expands the list of reports in the node.
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Select a user-defined report, and then click Design. MP2 displays the Report Designer dialog box.
TableSelect a table to add to the report.
Adding Controls to Forms

Modify forms by adding databound controls (tables and fields) or non-databound controls (labels, page controls, and tab sheets).
Adding Tables to User-defined Forms

MP2 allows only one table on user-defined forms. Follow these steps when adding tables to user-defined forms. 1 2 3 4 Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form. Click Click next to Forms. MP2 expands the list of forms. next to a form node. MP2 expands the list of forms in the node.
Select a user-defined form, and then click Design. MP2 displays the Object Selector dialog box and the corresponding form.
TableSelect a table, and then drag it to the form. MP2 adds a table grid to the form.
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6
Tip:
Position the table by clicking and holding down the left mouse button, and then move the table to a new location.
Select the table cell. MP2 displays handles on the table grid. Resize the table by clicking and dragging the handles.
7 8
Close the Object Selector dialog box and form. Reopen the Object Selector dialog box and form by following the steps above. MP2 displays the form with the table and fields.
Tip:
To delete the table, right-click on the table, and then select Delete. MP2 deletes the table.
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Adding Labels to Forms

Follow these steps when adding labels to forms. 1 2 3 4 Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form. Click Click next to Forms. MP2 expands the list of forms. next to a form node. MP2 expands the list of forms in the node.
Select a form, and then click Design. MP2 displays the Object Selector dialog box and the corresponding form.
Non-Databound ControlSelect Label, and then drag it to the form. MP2 displays a label (above the table).
Right-click on the label, and then select Property Editor. MP2 displays the Property Editor dialog box.
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CaptionEnter a caption identifying the name of the label, and then click OK. MP2 displays the label on the form.
Tip:
To delete the label, right-click on the label, and then select Delete. MP2 deletes the label.
Adding Fields to Forms

Add new fields to user-defined forms, or add new fields to existing MP2 forms. You must add new fields to existing MP2 tables before adding new fields to existing MP2 forms. Refer to Adding Fields to Existing Tables earlier in this chapter. Follow these steps when adding fields to forms.
Tip: If a field has no constraints, the control type will be Edit Box. If a field has constraints, the control type will be Combo Box.
1 2 3 4
Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form. Click Click next to Forms. MP2 expands the list of forms. next to a form node. MP2 expands the list of forms in the node.
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5 6
TableSelect the table that contains the field to add to the form. FieldsSelect a field name, and then drag it to the blank form.
7
Tip:
Position a field by clicking and holding down the left mouse button, and then move the field to a new location.
To delete a field, right-click on the field, and then select Delete. MP2 deletes the field.
Adding Tab Sheets to Forms

Add tab sheets to existing MP2 forms or user-defined forms. Follow these steps when adding tab sheets to forms. 1 Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form.
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2 3 4
Click Click
next to Forms. MP2 expands the list of forms. next to a form node. MP2 expands the list of forms in the node.
Non-Databound ControlSelect Page Control, and then drag it to the form. MP2 displays the empty tab page.
Tip:
Select the tab caption. MP2 displays handles on the tab page. Drag the handles to resize the tab page.
Right-click on the tab caption, and then select Property Editor. MP2 displays the Property Editor dialog box.
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CaptionEnter the name of the tab, and then click OK. MP2 displays the caption on the tab.
Non-Databound ControlSelect Tab Sheet, and then drag it to the form. Release the mouse button on the label of the first tab. MP2 displays a tab page behind the first tab.
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Select the second tab to bring it to the front.
10 Right-click on the second tab caption, and then select Property Editor. MP2 displays the Property Editor dialog box.
11 CaptionEnter the name of the tab, and then click OK. MP2 displays the caption on the tab.
Tip:
To delete a tab, right-click on the tab caption, and then select Delete. MP2 deletes the tab.
Adding Tables and Fields to Tab Sheets

Complete the steps in Adding Tab Sheets to Forms before adding tables and fields to tab sheets. Follow these steps when adding tables and fields to tab sheets. 1 2 3 Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form. Click Click next to Forms. MP2 expands the list of forms. next to a form node. MP2 expands the list of forms in the node.
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Select a form, and then click Design. MP2 displays the Object Selector dialog box and the corresponding form with tab sheets.
5
Tip:
TableSelect a table, and then drag it to the tab sheet. MP2 adds a table grid to the tab sheet.
You cannot add tables to existing MP2 forms.
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6
Tip:
Position the table by clicking and holding down the left mouse button, and then move the table to a new location.
Select the table cell. MP2 displays handles on the table grid. Resize the table by dragging the handles.
7 8
Close the Object Selector dialog box and form. Reopen the Object Selector dialog box and form. MP2 displays the form with the table and fields.
Click the Record View tab. MP2 displays the Record View page.
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10 TableSelect the table that contains the field to add to the tab sheet. 11 FieldsSelect a field name, and then drag it to the blank tab sheet.
12 Close the Object Selector dialog box and form. 13 Reopen the Object Selector dialog box and form. MP2 displays the form with the fields and field labels on the tab sheet.
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Changing Control Captions

Follow these steps when changing control captions. 1 Right-click on a control, and then select Property Editor. MP2 displays the Property Editor dialog box.
CaptionEnter a new caption.
Resetting Forms
Reset existing MP2 forms to delete user-added controls. MP2 resets the form to its original settings. Follow these steps when resetting forms. 1 2 3 Choose Tools | MP2 Designer from the menu bar. MP2 displays the MP2 Designer form. Click Click next to Forms. MP2 expands the list of forms. next to a form node. MP2 expands the list of forms in the node.
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4 5
Select an existing MP2 form. Click Reset Form. MP2 deletes all user-defined controls.
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7 APPLICATION PROGRAMMING INTERFACES
MP2 Enterprise provides access to internal functionality through well-defined application programming interfaces (APIs). The Plant Floor Interface (PFI) acts as a layer for entering task, work order, equipment meter, and statistical predictive maintenance information without accessing the database tables directly. The Facilities Management Interface (FMI) contains functions that may be used by Computer-Aided Facilities Management products. Refer to DSDD.PAS, DSDD.H, and APICONST.PAS on the MP2 CD for an updated list of TableIDs and error codes. Refer to Appendix C: Table Definitions for a list of all FieldIDs, their specifications, and their restrictions.
IN THIS CHAPTER
Plant Floor Interface Facilities Management Interface Human Resource Interface
139
Plant Floor Interface

The Plant Floor Interface (PFI) API is an in-process OLE Automation Server, an industry standard method for interfacing with external applications. Available functions allow the creation, population, and deletion of MP2 database information. The PFI loads as part of the program that uses it. The name of the automation server is mp2auto.MP2OLE. The PFI server operates in silent mode and does not load a client window or any visible portion of the MP2 interface.
Purpose
Use the PFI API instead of a direct database access through ODBC for these reasons. The API handles automatic data population for certain key fields. For example, when you specify a task number for a new work order, MP2 automatically fills in the related equipment, required parts, attachments, and required crafts. API functions abstract the database structure. Field positions, field names, and table names can change throughout the life span of the MP2 product. The PFI API enables you to use abstract numeric identifiers for tables and fields which do not require you to modify the code if the structures they represent change.
Server Registration
Register the OLE Automation server by running regsvr32 /s mp2auto.dll from the MP2 directory. Either this code must be run from the MP2 client directory or that directory must be in the path.
Functions
This section provides general procedures for invoking functions and lists the available PFI functions.
Invoking Functions
Follow these steps when invoking functions. 1 2 3 4 5 6 7 Attach the procedure to the MP2 application. The name of the automation server is mp2auto.MP2OLE. Log into the database. Log into MP2. Create a new variant for the specified table. Insert or delete a record. Set a field value, if inserting. Commit the record.
140
8 9
Log out of MP2. Log out of the database.
User Login/Logout
Connect to and disconnect from the database, and log into and log out of MP2. Refer to this list of functions, their necessary parameters, and their purpose. Functions and Parameters
DBLogin(BackendType, DBOwner, DBConnectionStr, DBDataSource, DBName, DBUserName, DBPassword:string) MP2Login(MP2UserName, MP2Password) MP2Logout DBLogout
Purpose
Connect to database
Log into MP2 Log out of MP2 Disconnect from database
Tasks
Create new tasks, delete existing tasks, or add equipment to existing tasks. Refer to this list of functions, their necessary parameters, and their purpose. Table Name: TASK, TASKEQ Functions and Parameters
CreateNew(TableID:integer)
Purpose
Create a variant for the given TableID. The variant returned from CreateNew is referred to as MP2Task or MP2TaskEq. Open the TASK table and initialize insertion setup Set field values for the TASK table Commit insertion of new record in the TASK table Delete existing record in the TASK table Open the TASKEQ table and initialize insertion setup Set field values for the TASKEQ table Commit insertion of new record in the TASKEQ table Delete existing record in the TASKEQ table
MP2Task.InsertRecord MP2Task.SetFieldValue(FieldID:integer, FieldValue:string) MP2Task.CommitRecord MP2Task.DeleteRecord(TaskNum, SiteID: string) MP2TaskEq.InsertRecord MP2TaskEq.SetFieldValue(FieldID:integer, FieldValue:string) MP2TaskEq.CommitRecord MP2TaskEq.DeleteRecord(TaskNum, EqNum, SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string)
If you set the field value for EqNum, MP2 automatically updates the Description (EQUIP).
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Work Orders
Create emergency work orders. Refer to this list of functions, their necessary parameters, and their purpose. Table Name: WO, WOEQLIST Functions and Parameters
Purpose
Create a variant by the given TableID. The variant returned from CreateNew is referred to as MP2WO or MP2WOEqList. Open the WO table and initialize insertion setup Set field values for the WO table Commit insertion of new record in the WO table Open the WOEQLIST table and initialize insertion setup Set field values for the WOEQLIST table Commit insertion of new record in the WOEQLIST table
MP2WO.InsertRecord MP2WO.SetFieldValue(FieldID:integer, FieldValue:string) MP2WO.CommitRecord MP2WOEqList.InsertRecord MP2WOEqList.SetFieldValue(FieldID: integer,FieldValue:string) MP2WOEqList.CommitRecord
If you set the field value for TaskNum, MP2 automatically updates these fields. TaskDesc, ExpenseClass, and WOType from TASK EqNum, Location, Sublocation1, Sublocation2, and Sublocation3 (WOEQLIST) from TASKEQ, if the task is not a multi-equipment task EqNum, Location, Sublocation1, Sublocation2, and Sublocation3 (WOEQLIST) from the first record in TASKEQ, if the task is a multi-equipment task WOP with entries from REQMT WODRAW with entries from TASKDRAW WOCRAFT with entries from TSKCRAFT Ext and FaxNum with corresponding entries in TENANT, if set Tenant
Meters
Add equipment meters and update meter readings. Refer to this list of functions, their necessary parameters, and their purpose. Table Name: METER Functions and Parameters
CreateNew(TableID)
Purpose
Create a variant by the given TableID. The variant returned from CreateNew is referred to as MP2Meter. Set field values for the METER table
MP2Meter.SetFieldValue(FieldID:integer, FieldValue:string) 142
Functions and Parameters

MP2Meter.CommitRecord MP2Meter.AddMeterReading(EqNum, MeterNum, Date, Time, MeterReading:string)
Purpose
Commit insertion of new record in the METER table Add meter reading. Updates both METER and MTRHIST.
If you add a meter reading, MP2 updates METER and MTRHIST in this manner. If ReplaceAdd=R, the program: Sets CurMtr (METER) to MeterReading and increments RollOverCount, if necessary. Sets MtrValue (MTRHIST) to MeterReading+RollOverPoint and increases RollOverCount by 1, if MeterReading<CurMtr; otherwise MtrValue (MTRHIST)=MeterReading If ReplaceAdd=A, the program: Sets CurMtr (METER) to MeterReading and increments RollOverCount, if necessary. Sets MtrValue (MTRHIST) to MeterReading
Statistical Predictive Maintenance

Create new statistical predictive maintenance (SPM) records and add measurements to existing SPM records. Refer to this list of functions, their necessary parameters, and their purpose. Table Name: SPMDESC, SPMVALS Functions and Parameters
Purpose
Create a variant by the given TableID. The variant returned from CreateNew is referred to as MP2SPMDesc or MP2SPMVals. Open the SPMDESC table and initialize insertion setup Set field values for the SPMDESC table Re-calculate the mean and standard deviation Commit insertion of new record in the SPMDESC table Open the SPMVALS table and initialize insertion setup Set field values for the SPMVALS table Commit insertion of new record in the SPMVALS table
MP2SPMDesc.InsertRecord MP2SPMDesc.SetFieldValue(FieldID:integer, FieldValue:string) MP2SPMDesc.ReCalcMeanStdDev(EqNum, Measurement:string) MP2SPMDesc.CommitRecord MP2SPMVals.InsertRecord MP2SPMVals.SetFieldValue(FieldID:integer, FieldValue:string) MP2SPMVals.CommitRecord
Updates the ControlMean and ControlStdDev in SPMDESC.
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Sample Code
Sample code for creating a task record is shown below. Line 5 attaches the Delphi procedure to the MP2 application. The name of the automation server is mp2auto.MP2OLE. Line 6 connects you to the database. Line 7 connects you to MP2 by supplying the MP2 user ID and password. Enter this information only if you have security enabled. Line 8 creates an object that represents the MP2 TASK table (table #111 as specified in the DSDD.H header file in the \OLE directory on your MP2 CD). Line 9 inserts a record into this object, line 10 sets Task No. (field 0 as specified in the DSDD.H file) to CLEAN FLOOR, and line 11 commits the record to the database. Line 12 logs you out of MP2 and line 13 logs you out of the database. 1. procedure TForm1.Button1Click(Sender: TObject); 2. var 3. MP2OLE, MP2Task: Variant; 4. begin 5. MP2OLE := CreateOleObject('mp2auto.MP2OLE'); 6. MP2OLE.DBLogin('OraServer','DBO','ODBC','DEC','DAW','sa','sa'); 7. MP2OLE.MP2Login('',''); 8. MP2Task := V.CreateNew(111); 9. MP2Task.InsertRecord; 10. MP2Task.SetFieldValue(0, 'CLEAN FLOOR'); 11. MP2Task.CommitRecord; 12. MP2OLE.MP2Logout; 13. MP2OLE.DBLogout; 14. end;
Facilities Management Interface

The Facilities Management Interface (FMI) is an out-of-process OLE Automation Server that runs as its own process. It operates with an MP2 client window visible in order to allow the automatic opening and manipulation of MP2 forms.
Record Structure
Each record set mentioned in Functions below is a DSRecord structure (wrapper around an ODBC record set). This structure provides functions that return the field label for a particular field. In addition, all of the fields that the functions return are subject to MP2 securityif the current user does not have access to view a specific field, the function removes it from the returned record set. The DSRecord structure is part of an OLE object, allowing it to be accessed by the client application.
144 7 APPLICATION PROGRAMMING INTERFACES
Server Registration
The server name for this interface is Mp2.OleServ. When you open MP2 the first time, you automatically register the OLE Automation server. If you have not opened MP2, you can register the server by entering MP2 /regserver at the MP2 prompt on the client.
Level Parameter
The Level parameter exists in functions where you filter locations. At times, it is difficult to tell from the location parameters alone, what data should be filtered. For example, if you enter Location = Site 1, Sublocation1= Building 1, and Sublocation2 = Floor 1 as parameters, you may want to see the data for a specific sub-location or, you may want to see the data for a more general location. For this reason, the Level parameter has been included in functions with location parameters. The Level parameter can be one of these values. Value
-1 0 1 2 3
Description
Query for locations that match Site Query for locations that match Site and Location Query for locations that match Site, Location, and Sub-location 1 Query for locations that match Site, Location, Sub-location 1, and Sub-location 2 Query for locations that match Site, Location, Sub-location 1, Sub-location 2, and Sub-location 3
Functions
This section provides general procedures for invoking functions and lists the available functions for FMI APIs. Current functions of the FMI fall into three categories. The first type of function performs a calculation on specified data and returns the result of the calculation. For example, ViewMaterialCostForEquipment(BOIL01, ErrorCode) returns a numeric cost representing the total material costs accumulated for equipment BOIL-01. The second type of function performs a calculation and returns the result as an object (recordset) containing one or more records of data. For example, ViewNameplateForEquipment(BOIL-01, ErrorCode) returns an object containing a row of data for each item in the nameplate for equipment BOIL-01.
Important: All database information returned from these calls respect the MP2 security defined for the user connecting to MP2. The returned records also reflect changes to the field label text.
The final type of function opens a data entry form, either locates a specific record or inserts a new record, and then populates the record with default information. For example, CreateWorkOrderRecordForEquipment(BOIL-01, Greenville, BLDG1, BASE, -, -) opens the Work Order form with the next incremented WO No., enters BOIL-01 for Equipment No., Greenville for Site, BLDG1 for Location, and BASE for Sub-location 1.
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Invoking Functions
Follow these steps when invoking functions. 1 2 3 4 Create an OLE object. The name of the automation server is Mp2.OleServ. Log into MP2. Invoke a function using the OLE object. If the result is a recordset, use the functions and properties described in Recordset Functions and Recordset Properties later in this chapter.
User Login
Log into MP2. Refer to this list of functions, their purpose, their necessary parameters, and the returned fields. Functions and Parameters
LoginToMP2(var UserName, Password:string):integer
Purpose
Log into MP2
Returned Fields
none
Equipment and Location

View all cost information for a specific equipment or location, view nameplate information for a specific equipment, view service contract information, and view cost center and department information for a specific location. Refer to this list of functions, their purpose, their necessary parameters, and the returned fields. Functions and Parameters
ViewMaterialCostFor Equipment(var EqNum: string, var ReturnCode: integer):double ViewLaborCostForEquipment (var EqNum:string, var ReturnCode:integer):double ViewVendorCostFor Equipment(var EqNum:string, var ReturnCode: integer):double ViewTotalCostForEquipment (var EqNum:string, var ReturnCode:integer):double
Purpose
View the costs of all parts used on work orders for the selected equipment View the costs of all employee labor used on work orders for the selected equipment View the costs of all vendor labor used on work orders for the selected equipment View the sum of the Material Cost and Labor Cost for the selected equipment View service contract information for the selected equipment
Returned Fields
Material Cost on the Financial Data page of the Equipment form Employee Labor Cost on the Financial Data page of the Equipment form Vendor Labor Cost on the Financial Data page of the Equipment form Sum of the Material Cost, Employee Labor Cost, and Vendor Labor Cost on the Financial Data page of the Equipment form ServiceCode, ContractNum, VendorID, StartDate, ExpirationDate, Rate, Per, TotalPayment, NextDueDate, LastPayment, DatePaid 7 APPLICATION PROGRAMMING INTERFACES
ViewServiceContract(var EqNum:string, var ReturnCode:integer): recordset
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ViewNameplateFor Equipment(var EqNum:string, var ReturnCode:integer): recordset ViewEquipmentInLocation (var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string, Level:integer, var ReturnCode:integer): recordset
Purpose
View nameplate information for the equipment type of the selected equipment View all equipment in the selected location and all levels below this location
Returned Fields
EqNum, user-defined nameplate information
EqNum, EqType, Description, InService, Location, Sublocation1, Sublocation2, Sublocation3, Dept, SerialNum, ModelNum, Manufacturer, VendorID, SpareCode, GenLedger, CostCenter, AssetNum, PurchDate, StartUpDate, WarrantyDate, Life, OriginalCost, ReplacementCost, InHouseLaborCost, VendorCost, MatlCost, ServiceCode, SafetyNote, OperatingStatus, PersonResponsible, Priority, EPATitled, UD1 UD10 Sum of all Material Cost for equipment in the selected location
ViewMaterialCostFor Location(var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string, Level:integer, var ReturnCode:integer):double ViewLaborCostForLocation (var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string, Level:integer, var ReturnCode:integer):double ViewVendorCostForLocation (var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string, Level:integer, var ReturnCode:integer):double ViewTotalCostForLocation (var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string, Level:integer, var ReturnCode:integer):double
View the total Material Cost for all equipment in the selected location
View the costs of all employee labor used on work orders for the selected location
Sum of all Employee Labor Cost for equipment in the selected location
View the costs of all vendor labor used on work orders for the selected location
Sum of all Vendor Labor Cost for equipment in the selected location
View the Total Cost (sum of Material Cost and Labor Cost) for all equipment in the selected location
Sum of all Material Cost, Employee Labor Cost, and Vendor Labor Cost for equipment in the selected location
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ViewCostCenterForLocation (var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string, var ReturnCode:integer):string ViewDepartmentForLocation (var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string, var ReturnCode:integer):string
Purpose
View the Cost Center for the selected location
Returned Fields
Cost Center and Description for the selected location
View the Department for the selected location
Department and Description for the selected location
Inventory
View spare parts and reserved items for a specific equipment or location. Refer to this list of functions, their purpose, their necessary parameters, and the returned fields. Functions and Parameters
ViewSpareParts(var EqNum:string, var ReturnCode:integer): recordset ViewReservedItemsFor Equipment(var EqNum:string, var ReturnCode:integer): recordset ViewReservedItemsFor Location(var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string, Level:integer, var ReturnCode:integer): recordset
Purpose
View all spare parts for the selected equipment
Returned Fields
ItemNum, SiteID, Description, and Qty
View all items reserved to a work order that contains the selected equipment View all items reserved to a work order that contains the selected location
ItemNum, WarehouseID, SiteID, WONum, QtyRsrvd
ItemNum, WarehouseID, SiteID, WONum, QtyRsrvd
Work Requests and Work Orders

View all unapproved work requests for a specific equipment or location. Create a new work order for an equipment or location, and view all open or closed work orders for a specific equipment or location. Refer to this list of functions, their purpose, their necessary parameters, and the returned fields. Functions and Parameters
ViewUnapprovedRequestsFor Equipment(var EqNum:string, var ReturnCode:integer): recordset
Purpose
View all unapproved work requests for the selected equipment
Returned Fields
SiteID, RequestNum, RequestedBy, RequestDate, Priority, WOType, EstDuration, TaskNum, Description
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ViewUnapprovedRequestsFor Location(var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string, Level: integer, var ReturnCode: integer):recordset CreateWorkOrderRecordFor Equipment(var EqNum, SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string):integer CreateWorkOrderRecordFor Location(var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string):integer
Purpose
View all unapproved work requests for the selected location
Returned Fields
same as above
Open the Work Orders form, displaying a new record with the next work order number, the selected equipment, and all equipment information Open the Work Orders form, displaying a new record with the next work order number, the selected location, and all sublocations View all open work orders for the selected equipment
none
none
ViewOpenWorkOrderFor Equipment(var EqNum:string, var ReturnCode:integer): recordset
SiteID, WONum, TaskNum, TaskDesc, WOType, SchedStartDate, SchedFinishDate, CompletionDate, CompletionTime same as above
ViewOpenWorkOrderFor Location(var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string, Level:integer, var ReturnCode:integer): recordset ViewWorkOrderHistory ForEquipment(var EqNum:string, var ReturnCode:integer): recordset ViewWorkOrderHistoryFor Location(var SiteID, Location, Sublocation1, Sublocation2, Sublocation3:string, Level:integer, var ReturnCode:integer): recordset
View all open work orders for the selected location
View all closed work orders for the selected equipment
same as above
View all closed work orders for the selected location
same as above
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Statistical Predictive Maintenance

Create new statistical predictive maintenance (SPM) records and view all SPM information for a specific equipment. Refer to this list of functions, their purpose, their necessary parameters, and the returned fields. Functions and Parameters
CreateSPMRecord(var EqNum:string):integer
Purpose
Open the Statistical Predictive Maintenance form, allowing the user to enter new SPM data for the selected equipment. View all SPM information for the selected equipment
Returned Fields
none
ViewSPMReadingsFor Equipment(var EqNum:string, var ReturnCode:integer): recordset
EqNum, Measurement, MeasurementDesc, Units, UseMfgsSpecs, MfgsMinValue, MfgsMaxValue, ControlStartDate, ControlEndDate, ControlMean, ControlStdDev, Use1StdDev, Use2StdDev, Use3StdDev, ConsecutivePoints, WONumFlag, DateRepaired, TimeRepaired, SiteID
Recordset Functions
Free
Important: This function is required at the end of each MP2 recordset function to clean up views that may have been created.
Function
Free;
Description
Frees an MP2 recordset
Returned Value
not applicable
First, Last, Next, Prev

Function
First:WordBool; Last:WordBool; Next:WordBool; Prev:WordBool;
Description
Displays the first record Displays the last record Displays the next record Displays the previous record
Returned Value
Boolean valueTrue when successful; otherwise False. same as above same as above same as above
150
Move
Function
Move (displacement: integer):WordBool;
Description
Displays the record specified by the displacement
Parameter
displacementEnter a positive number to move forward and a negative number to move backward.
Returned Value
Boolean value True when successful; otherwise False.
GetFieldValue
Function
GetFieldValue (intIndex:integer; var str:string): WordBool;
Description
Obtains a value for the specified field
Parameter
intIndexPosition of the field. Zero specifies the first field in a record. strString value is returned.
Returned Value
Boolean value True when successful; otherwise False.
The returned value is a string regardless of the underlying data. For example, even if the data type for a field is float, the function returns a string for the floating point value.
Recordset Properties
Property
FieldCount:integer; FieldLabels [intIndex: integer]:string; FieldTypes [intIndex:integer]:integer;
Description
Returns field count for the recordset. Returns a field label for a given field index. Zero is the first field in the record. Returns a field type for a given field index. Zero is the first field in the record. Data types are defined as follows. Value 0 1 2 3 4 5 6 7 8 9 Type integer floating point number double precision floating point number string date/time time memo image monetary unknown
RecordCount:integer
Returns the number record for the MP2 records.
151
Return Codes
Refer to this list of return codes and their descriptions. Return Code
1000 1001 1010 1011 1013 1014 1015 1016 1017 1018 1019 1020 1021 1022 1023 1500 1501 1502 1503 1504 1505 1506 1508 1517
Description
The OLE function executed successfully. The OLE server failed to activate a form in MP2. The OLE server failed to activate MP2. The user has insufficient security rights to access this operation. (Menu is hidden.) The equipment number is a required field in this function. The equipment number specified does not exist or the user does not have the access rights to the equipment site. The location specified does not exist in the location table. The location specified is blank. The OLE server could not assign the equipment number to an MP2 record because of insufficient security rights. The OLE server could not assign the location to an MP2 record because of insufficient security rights. The OLE server could not assign sub-location 1 to an MP2 record because of insufficient security rights. The OLE server could not assign sub-location 2 to an MP2 record because of insufficient security rights. The OLE server could not assign sub-location 3 to an MP2 record because of insufficient security rights. The OLE server could not assign the SPM measurement to an MP2 record because of insufficient security rights. The OLE server could not assign the work order number to an MP2 record because of insufficient security rights. The OLE server failed to open an MP2 record. A call to an SQL procedure failed. The result of a query resulted in an empty recordset. The user does not have sufficient security rights to this function or one or more fields in the table(s). The user has insufficient security rights to access equipment cost fields. The OLE server could not obtain a value from an MP2 record. The equipment specified does not have an equipment type. Nameplate record does not exist for this equipment type. The user does not have sufficient security rights to the equipment number field.
152
Return Code
1518 1519 1521 1522 1523 1524 1525
Description
The operation could not be performed because the user does not have sufficient security rights to the Equipment form. The user does not have sufficient security rights to the site. The user does not have sufficient security rights to enter a close date. The site specified does not exist or the user does not have sufficient security rights to access the site. A site must be specified to perform this function. One or more location fields are blank. All four locations must be specified for this function. Site specified does not match the one in equipment.
Sample Code
The sample code shown below allows you to view all open work orders for a specific piece of equipment, view all costs associated with a specific piece of equipment, and view all costs associated with a specific location. var objMP2, recMP2 : Variant; iResult : integer; f : Double; s, loc, sub1, sub2, sub3 : string; iLevel : integer; stUserName, stPassword, stEq, stValue : string; begin objMP2 := CreateOLEObject(Mp2.OleServ); stUserName := DAW; stPassword := 123; iResult := objMP2.LoginToMP2(stUserName, stPassword); stEq := EQ-01; recMP2 := objMP2.ViewOpenWorkOrderForEquipment(stEQ, iResult); if iResult = 1000 then begin recMP2.First; recMP2.GetFieldValue(0,stValue); showMessage(stValue); recMP2.Free; end;
153
f := objMP2.ViewTotalCostForEquipment(stEQ, iResult); if iResult = 1000 then showMessage(Total Cost for The Equipment =+FloatToStr(f)); s := site1 loc := loc1; sub1 := subloc1; sub2 := subloc2; sub3 := subloc3; iLevel := 3; f := objMP2.ViewTotalCostForLocation(s, loc, sub1, sub2, sub3, level, iResult); if iResult = 1000 then showMessage(Total Cost for The location =+FloatToStrF(f, ffCurrency, 15, 2)); end;
Human Resource Interface

The Human Resource Interface (HRI) is implemented using a set of SQL views and Transact SQL server procedures. You can access these APIs through common data access tools such as ODBC or Transact SQL server procedures. Create new employee records, delete existing employee records, and add wage information to existing employee records. Refer to this list of functions, their necessary parameters, and their purpose. Table Name: EMP, EMPWAGE Functions and Parameters
CreateNew(TableID:integer) MP2Emp.InsertRecord MP2Emp.SetFieldValue(FieldID:i nteger, FieldValue:string) MP2Emp.CommitRecord MP2Emp.DeleteRecord(EmpCod e:string) MP2EmpWage.InsertRecord MP2EmpWage.SetFieldValue(Fie ldID:integer, FieldValue:string) MP2EmpWage.CommitRecord MP2EmpWage.DeleteRecord(Em pCode, WageCode:string)
Purpose
Create a variant for the given TableID. The variant returned from CreateNew is referred to as MP2Emp or MP2Empwage. Open the EMP table and initialize insertion setup Set field values for the EMP table Commit insertion of new record in the EMP table Delete existing record in the EMP table Open the EMPWAGE table and initialize insertion setup Set field values for the EMPWAGE table Commit insertion of new record in the EMPWAGE table Delete existing record in the EMPWAGE table
154
APPENDIX A: FIELD DEFINITIONS
Field
Account No. Activate Audit Trail Address 1 Address 2 Address 3 Address Type
Form/Dialog Box
Requisition Setup Users Many
Definition
Account number for the requisition. MP2 stores account numbers for your reference. Select to track insertions, modifications, and deletions the user makes in MP2. Postal address of the site, purchasing center, warehouse, etc.
Purchasing Setup
Select one of these options to add/edit the applicable default address. Confirm-to AddressAddress to which vendors confirm that they receive the order. Ship-to AddressAddress to which vendors ship items. Invoice AddressAddress to which vendors charge the order.
All Purchasing Centers All Received
Quick Role Assignments Purchasing Setup
Select to assign the user(s) to all purchasing centers. Select to automatically change the Status in the purchase order to All Received after you receive all ordered items. You must then manually change the Status to Completed before closing the purchase order. Select to assign the user(s) to all sites. Select to assign all users in the selected security role to all sites, purchasing centers, and/or warehouses. Select to assign the user(s) to all warehouses. 155
All Sites All Users All Warehouses
Quick Role Assignments Quick Role Assignments Quick Role Assignments
Field
Allow insertion of new line items without a requisition Allow manual changes of PO status Allow Negative QOH Allow receiving Allowing Receiving Noninventory Items to Stock And
Form/Dialog Box
Purchasing Role Setup
Definition
Select to enable users in this security role to insert new line items into a purchase order without a requisition.
Purchasing Role Setup Inventory Setup
Select to enable users in this security role to change the purchase order status. Select to display negative values in Qty on Hand on the Inventory form if a stock adjustment results in this quantity falling below zero. Select to enable users in this security role to receive purchase order items. Select to allow receiving non-inventory items to stock.
Purchasing Role Setup Purchasing Setup
Many
Second value by which to filter. MP2 activates this option if you select is between or is not between from Operator. Select to sort the records alphabetically or numerically by the selected field. Select to automatically default the Qty to Receive for each item on the Quick Receive form or the Receive Items/Services dialog box. MP2 obtains this number for each item by subtracting the Qty Received (UOP) from the Qty Requested (UOP) on the Line Items List page of the Purchase Orders form.
Ascending Auto-fill Qty to Receive
Many Purchasing Setup
Automatic PO Generation Automatic Req. Approval
Requisition Setup Requisition Setup
Select to generate purchase orders immediately after requisition generation. Select one of these options. No auto-approvalMP2 assigns new requisitions an approval status of Unapproved. Stock items onlyMP2 assigns new requisitions for stock items an approval status of Approved and all new requisitions for non-stock items an approval status of Unapproved. All itemsMP2 assigns new requisitions for all items an approval status of Approved.
Available Fields Balance Base Table Belongs to City 156
Export Warehouses Object Selector Inventory Setup Many
Fields available for export. Account code for items while they are in inventory. MP2 table on which the new table is based. Description of the selected site. City where the site, purchasing center, or warehouse is located. FIELD DEFINITIONS
Field
Client Update Path Company Confirm Password
Form/Dialog Box
Sites Many Change Password Change Server Password Custom Installation Active Users Sites Purchasing Centers Warehouses
Definition
Path from which to install the new version of MP2 for each site. Enter the name or your company or organization. Enter the password a second time for verification.
Connection ID Contact
Number assigned to each users network session. Name of the individual assigned as the contact for the site, purchasing center, or warehouse.
Country Created By Currency Currency Symbol Custom Setup Data Communications Program Name Database Alias
Many Setup Audit Trail Euro Setup Euro Setup Database Setup Options Purchasing Setup
Country where site, purchasing center, warehouse, etc. is located. Read-only. User ID of the individual who created the audit trail record. Code identifying the currency the vendor uses or with which the purchase order is calculated. Symbol representing the currency. Select to complete a customized installation of MP2. Name of the data communications software to use when sending purchase orders via EDI. MP2 supports Procomm Plus (PROCOMM) and Remote Communications Manager (RCM) software. For Server Setup, enter the name of the database alias on which to install the MP2 database. For Workstation Configuration, enter the name of the database alias on which you installed the MP2 database. Date the activity (inventory transaction, meter reading, etc.) took place. Read-only. Date you created the audit trail record. Default buyer for the purchasing center. When generating purchase orders, MP2 automatically selects Select for Printing on the Purchase Orders form so that you may batch print all purchase orders generated. Site MP2 enters when inserting site-related records. Unique code identifying the default requisition. MP2 adds items to the default requisition if you do not have an approval process, if you add non-requisition items to purchase orders, or if you select Use default requisition from Requisition Grouping. 157
Server Setup Workstation Configuration
Date Date Created Default Buyer Default for Printing and Submitting Default Home Site Default Requisition No.
Many Setup Audit Trail Purchasing Setup Purchasing Setup
Role Assignment Requisition Setup
FIELD DEFINITIONS
Field
Default Site Delete Delete Orphaned Records Department Descending Description Email
Form/Dialog Box
Purchasing Setup Setup Audit Trail Orphans Requisition Setup Many Many Sites Purchasing Centers Warehouses Requisition Setup
Definition
Default site for the purchasing center. Select whether to track deletions of this field. Select to delete orphaned records in the table. Department of the individual requesting items/services. Select to sort the records in reverse alphabetical or numerical order by the selected field. Description of the corresponding identification code (site, purchasing center, warehouse, etc.). For Sites, Purchasing Centers, and Warehouses: Electronic mail address of the contact at the site, purchasing center, or warehouse. For Requisition Setup: Electronic mail address of the individual requesting items/services. Select if you want to enable the triangular conversion. Last day on which the financial period is open. Select to enforce automatic purchase order numbering. If you select this check box, MP2 will not allow users to manually enter a number for PO No. on the Purchase Orders form. Select to enforce automatic quotation numbering. If you select this check box, MP2 will not allow users to manually enter a number for Quotation No. on the Quotations form. Select to enforce automatic requisition numbering. If you select this check box, MP2 will not allow users to manually enter a number for Requisition No. on the Requisitions form. Select to enforce automatic work order numbering. If you select this check box, MP2 will not allow users to manually enter a number for WO No. on the Work Orders form. Select to force the order warehouse and the receiving warehouse to be the same.
Enable Euro Ending Date Enforce automatic PO numbering Enforce automatic quotation numbering Enforce automatic requisition numbering Enforce automatic WO numbering Enforce Identity of Order Warehouse and Receive Warehouse Euro-based Euro Rate Exchange Rate
Euro Setup Financial Periods Purchasing Setup
Requisition Setup
Requisition Setup
Work Order Setup
Purchasing Setup
Euro Setup Euro Setup Euro Setup
Select Euro-based, Opt-out Euro-based, or Non-Eurobased to reflect the vendors currency. Exchange rate from Euro to the national (vendor) currency. Exchange rate for your base currency to the national (vendor) currency.
158
FIELD DEFINITIONS
Field
Expense
Form/Dialog Box
Warehouses
Definition
Account code for inventory items when they are used. For example, charge an item you check out to a work order to an Expense Account Code related to that work order. Select to save the report, graph, or labels in a specified table format. Select to complete MP2 installation using default settings. Phone extension of the contact at the site, purchasing center, or warehouse.
Export Express Setup Extension
Many Database Setup Options Sites Purchasing Centers Warehouses
Fax No.
Sites Purchasing Centers Warehouses
Fax number of the contact at the site, purchasing center, or warehouse.
Fax Program Name Federal Tax ID No. Field Name Fields Fields in Destination Table Fields in Import File Fields to Export FIFO File Name Filter Filter Name
Purchasing Setup Sites Many Object Selector Import Import Export Inventory Setup Save As Export Many Users Security Filters Filter dialog box
MP2 supports only WinFax software. Enter WINFAX in the field. Sites federal tax identification number. MP2 stores this number for your reference. Field by which to select and filter records or reports. For Setup Audit Trail, field for which to track changes. Select the field to add, and then drag it to the new form. List of fields in the destination table. List of fields in the source file. Selected fields for MP2 to export. First In, First OutSelect to issue parts at the cost of the oldest receipt of that item. Name of the file you are creating. Select an existing filter or select (New) to create a new filter. For Security Filters, unique code identifying the security filter. Security Filters allow administrators to restrict access to certain data on MP2 forms. For Users, the security filter assigned to the user. For Filter dialog box, name of the filtered data set. Select Private to save the filter for your use only, or select Public to save the filter for use by any MP2 user. Click Save. MP2 saves the filter by the specified name.
Financial Period ID FIELD DEFINITIONS
Financial Periods
Unique code identifying the financial period.
159
Field
Fiscal Year Starting Date Footer For approved requisitions
Form/Dialog Box
Inventory Setup Many Purchasing Role Setup
Definition
Date the companys fiscal year starts. MP2 uses this date to calculate YTD inventory usage and quantities received Enter the footer to be printed at the bottom of each page. Choose Read-only to enable this user group to only read approved requisitions. Choose Non-Cost to enable them to make changes that do not affect the cost. Choose Unrestricted to enable them to make any type of changes. Choose Read-only to enable this user group to only read unapproved requisitions. Choose Unrestricted to enable them to change unapproved requisitions. Displays the amount of amount of data tablespace not in use. Select for Setup to generate SQL installation scripts that allow you to perform a custom server installation later.
For unapproved requisitions Free Space (MB) Generate the installation scripts and install later Grace Days
Purchasing Role Setup Custom Installation Server Installation
Financial Periods
Number of days past the Ending Date of the financial period in which to post any transactions for inventory items. Select to group the records by the selected field. The name of the security group to which the active user belongs. Select to hide the field, form, table, or menu option and/or its contents from the selected security role. List all fields not to include in the report. MP2 users machine name. Select to view the README file. File from which to import equipment and inventory data. File to which to import equipment and inventory data. Select to include miscellaneous charges in the Adjusted Unit Cost on the Costs sub-page of the Inventory form and in the Amount Received on the Costs page of the Purchase Orders form. Select to include shipping charges in the Adjusted Unit Cost on the Costs sub-page of the Inventory form and in the Amount Received on the Costs page of the Purchase Orders form. Select to include tax in the Adjusted Unit Cost on the Costs sub-page of the Inventory form and in the Amount Received on the Costs page of the Purchase Orders form. Select whether to track insertions of this field. Select for Setup to continue with the MP2 installation. FIELD DEFINITIONS
Group By Group Name Hidden Hidden Fields Host Name I want to view the README file Import From Import To Include Miscellaneous Charge Include Shipping Charge
Many Active Users Object Property Many Active Users Setup Complete Import Import Purchasing Setup
Purchasing Setup
Include Tax
Purchasing Setup
Insert Install now 160
Setup Audit Trail Server Installation
Field
Key Field Label Label Layout File
Form/Dialog Box
Field Designer Object Property Field Designer Purchasing Setup
Definition
Select to designate a key field. Field label or menu title. Name MP2 displays for the field. The location and filename of your saved label layout. MP2 prints labels in this format. If left blank, MP2 prints labels in the default label format. Labor markup rate applied to services rendered by the facility. Labor tax rate applied to services rendered by the facility. Select to leave orphaned records as they are, without changing or modifying the table. Users with the specified requisition approval level can approve requisitions with a total cost up to this amount.
Labor Markup (%) Labor Tax Rate (%) Leave Orphaned Records Level 1 Can Approve Up To Level 2 Can Approve Up To Level 3 Can Approve Up To Level 4 Can Approve Up To LIFO Lookup Field Lookup Table Look up to Table Mail Manager
Invoice Setup Invoice Setup Orphans Requisition Setup
Inventory Setup Field Designer Field Designer Field Designer Many Sites Purchasing Centers Warehouses
Last In, First OutSelect to issue parts at the cost of the most recent receipt of that item. Select the field to which to lookup from this field. Select the table to which to lookup from this field. Select to specify that the field is a lookup field. Select to send the report, graph, or labels to an email recipient. The name of the site, purchasing center, or warehouse manager or the employee code identifying the manager.
Mark Up Invoice Material Markup (%) Material Tax Rate (%) Maximum Value Menu Label Minimum Value Miscellaneous Rate (%) FIELD DEFINITIONS
Invoice Setup Invoice Setup Invoice Setup Field Designer Menus Field Designer Purchasing Setup
Select whether to add markups to costs on call-in request invoices. Material markup rate applied to services rendered by the facility. Material tax rate applied to services rendered by the facility. Maximum value allowed. Name of the menu option. Minimum value required. Rate for MP2 to use when calculating miscellaneous charges. 161
Field
MP2 MP2 Setup Name
Form/Dialog Box
Select Products Setup Type Many
Definition
Select to install MP2. Select to generate a configuration file. For Save As, the name by which to identify the file or filter. For Purchasing Setup, the name of the contact person at the confirm-to, ship-to, or invoice address. For User Information, enter the users name. For Custom Installation, enter the logical name of the tablespace. For Field Designer, unique code identifying the field.
New Server Password Next PO No. Next Quotation No. Next Receiver No. Next Requisition No. Next WO No. No. of Decimal places Non-Databound Control Non-stock items
Change Server Password Purchasing Setup Requisition Setup Purchasing Setup Requisition Setup Work Order Setup Facility Setup Object Selector Requisition Setup
Enter the new password for accessing the server. Next purchase order number that MP2 uses when numbering purchase orders automatically. Next quotation number that MP2 uses when numbering quotations automatically. Next receiver number that MP2 uses when numbering receivers automatically. Next requisition number that MP2 uses when numbering requisitions automatically. Next work order number that MP2 will use when numbering work orders automatically. Number of decimal places you want to appear on printed purchase orders and work order invoices. Select the control to add, and then drag it to the new form. Select one of these options. Mixed with stock itemsMP2 places all line items together on a new or default requisition. Separate from stock itemsMP2 creates a new requisition for non-stock items. Do not reorderMP2 does not generate non-stock items on requisitions. You can still add non-stock items manually.
Normal Note Old Server Password Open Operator
Object Property Setup Audit Trail Change Server Password Run Many
Select to enable users in a selected security role to have full editing rights to a field, table, or menu option. Enter notes concerning the audit trail setup for this field. Enter the old password used to access the server. Enter the file to execute or open. Query operator to use when selecting or filtering records.
162
FIELD DEFINITIONS
Field
Or
Form/Dialog Box
Many
Definition
After clicking Next to add more conditions to the filter or selection criteria, MP2 defaults Or as the condition separator. This signifies that only one condition must be met. Pager number of the contact at the site, purchasing center, or warehouse.
Pager No.
Sites Purchasing Centers Warehouses
PagerLink Role Parent Table Password
Sites Orphans Users Change Password Server Setup Database Information Custom Installation Log On Workstation Configuration
Unique code identifying the PagerLink role, which defines a set of PagerLink options to be used by sites. Name of the table that is parent to the table containing the orphan record(s). For Users and Change Password, enter the users password for accessing MP2. Special characters mask the password as you type it. If you make a mistake, press the backspace key to erase, and then retype the password. For Server Setup, enter the users password for accessing the server. For Database Information and Custom Installation, enter the password to the MP2 database being created. For Workstation Configuration, enter the password to the MP2 database. For Multimedia File Search Paths, enter the path of a file to attach a task, equipment, vendor, inventory, work order, or purchase order record. MP2 searches all paths in this form for the file. For Custom Installation, enter the path of the tablespace file.
Path
Multimedia File Search Paths Custom Installation
PO Status
Purchasing Setup
Choose one of these options. All ReceivedMP2 automatically changes the Status in the purchase order to All Received after you receive all ordered items. You must then manually change the Status to Completed before closing the purchase order. CompletedMP2 automatically changes the Status in the purchase order to Completed after you receive all items. You may then close the purchase order.
Postal Code Primary Warehouse Print Print Multimedia Files from Quotations
Many Sites Many Requisition Setup
Postal or zip code of the site, purchasing center, or warehouse. Warehouse which stores most of the inventory for the site. Select to print the report, graph or label. Select to print multimedia files when printing quotations.
FIELD DEFINITIONS
163
Field
Print Multimedia Files from Requisitions Print Multimedia Files from Work Orders Print Receiver Product ID Prohibit Delete Prohibit Insert Prohibit Update Projection Duration Purchasing Center
Form/Dialog Box
Requisition Setup
Definition
Select to print multimedia files when printing requisitions.
Work Order Setup
Select to print multimedia files when printing work orders in either the short or long form. Select to print a receiver each time you receive items from purchase orders. Enter the 16-digit code on the MP2 CD. Select to prohibit users in the selected security role from deleting information from the selected field, form, or table. Select to prohibit users in the selected security role from inserting information into the selected field, form, or table. Select to prohibit users in the selected security role from modifying information in the selected field, form, or table. Number of days into the future for MP2 to project when refreshing the work schedule. Unique code identifying the site which manages purchasing-related issues for the company. For example, Acme Manufacturings corporate headquarters is in Atlanta, but its purchasing center is in Chicago. Displays the date of the first audit trail record. Enter the date through which to remove records. Select if the import file is an ASCII file and the first row is field names (or column headings). Select to enable the selected security role to only view, but not edit, the selected field or table. Select to record changes to the status of line items on purchase orders. Select to record changes to approved purchase orders. Select to create a new master record for an orphaned record(s).
Purchasing Setup User Information Object Property Object Property Object Property Work Order Setup Many
Purge Start Date Purge Through Read First Row As Field Names Read-only Record Item Status Changes Record PO Revisions Reinsert Orphaned Records into Master Table Reload Custom Server Code Repository
Purge Audit Trail Purge Audit Trail Import Object Property Purchasing Setup Purchasing Setup Orphans
Database Setup Options Setup Type
Select if you are installing MP2 over an existing database. Select to create a repository of the Setup files so that each user can automatically upgrade MP2 when you install a new version on the server.
164
FIELD DEFINITIONS
Field
Request Approval Level
Form/Dialog Box
Role Assignments
Definition
Select from these requisition approval levels. Level 1Users can approve requisitions up to the Level 1 amount. Level 2Users can approve requisitions up to the Level 2 amount. Level 3Users can approve requisitions up to the Level 3 amount. Level 4Users can approve all requisitions.
Requested By Required Requisition Exceeds Max. Requisition Grouping
Requisition Setup Object Property Inventory Setup Requisition Setup
Individual requesting items/services. Select to require users in the selected security role to enter information in the selected field or table. Select to allow MP2 to create requisitions that exceed the specified limit. Select one of these options. One for each vendorMP2 generates a separate requisition for each vendor. One for all vendorsMP2 places items on one requisition for all vendors. Use default requisitionMP2 places all items on the default requisition when generating.
Requisition Heading Retrieve cost from
Requisition Setup Inventory Setup
Text to appear on requisitions. Select the warehouse from which to retrieve cost information when calculating costs during inter-warehouse transfers. For example, if you choose Source Warehouse and the item you are transferring is $3.49 at the source warehouse, but $3.99 at the destination warehouse, MP2 posts the item cost as $3.49 for the IT transaction. Unique code identifying the security role. For example, MAINT for a Maintenance role or MGMT for a Management role.
Role Name
Roles Role Assignments Quick Role Assignments Sites Purchasing Centers Warehouses Users Design Security
FIELD DEFINITIONS
165
Field
Role Type
Form/Dialog Box
Role Assignments Sites Purchasing Centers Warehouses Users
Definition
SiteSecurity assigned is site-related. Purchasing CenterSecurity assigned is purchasing center-related. WarehouseSecurity assigned is warehouse-related.
Role Type ID Save as type Save in Security
Role Assignments Users Save As Export Save As Table Designer
Code identifying the site, purchasing center, or warehouse. Type or format of the file. For example, .DIF, .XLS, .MDB, etc. Select the directory in which to save the file. Select Site, Warehouse, or Purchasing Center to apply the base for security restriction, or select None to apply unrestricted access to the menu option. Select Site, Warehouse, or Purchasing Center to apply the base for security restriction, or select None to apply unrestricted access to the menu option. Select a menu, pop-up menu, or form from the Security Design Tree to assign security restrictions for the selected group. Select to install the security key. List of all MP2 tables on which you may perform data surgery. Select a table, and then click OK. When generating purchase orders, MP2 separates stock items from non-stock items. Select to install MP2 on the server Enter the name of the server on which to install the MP2 database. When a user logs into MP2, the machine connects to the database server, and the server opens a session for this connection. Session ID is the ID for this session. Rate for MP2 to use when calculating shipping charges. Select to view all inventory items via the Inventory form. If unselected, MP2 only displays the items that are located in the warehouse(s) in which the user has access. Select to display the reason for outage (RFO) code at the work order level (e.g., on the List View and Record View pages of the Work Orders form). Select to indicate that the inventory item has been approved to be ordered from a specific vendor (no other bids considered).
Security Based On Security Design
Menus
Security
Security Key Select a Database Table Separate Stock Items from Nonstock Items Server Server Name Session ID
Select Products Data Surgery Purchasing Setup
Setup Type Server Setup Active Users
Ship Rate (%) Show All Inventory Items Show RFO Codes at Work Order Level Single Source
Purchasing Setup Users
Work Order Setup
Many
166
FIELD DEFINITIONS
Field
Single User Site
Form/Dialog Box
Quick Role Assignments Many
Definition
Select to assign one user in the selected security role to all sites, purchasing centers, and/or warehouses. Physical locations for the company. For example, Acme Manufacturing has sites located in Atlanta, Chicago, and Denver. Number of characters allowed for the field. MP2 enables this field only if the field type is Alphanumeric. The maximum field size is 255. Select the field by which to sort records, select an existing sort order, or select (New) to create a new sort order. After specifying the sort criteria, enter a name for the sort, and then click Save. First day on which the financial period is open. State or province where the site, purchasing center, or warehouse is located. Enter two-character postal abbreviations. Code for the state, province, etc. Use postal codes when applicable. Full name of the state, province, etc. For Export, select the table from which to export data. For Report Designer, select a table to add to the report. For Object Selector, select the table to add, and then drag it to the new form. For Setup Audit Trail, table for which to track changes. For Security Filters, table for which to filter data. For Table Designer, unique code identifying the table. Name MP2 displays for the table. For Sites, Purchasing Centers, or Warehouses, Telephone number of the contact at the site, purchasing center, or warehouse. For Requisition Setup, Telephone number of the individual requesting items/services. Select the secondary and tertiary fields by which to sort the records Name of the report. Desired size of the tablespace.
Size
Field Designer
Sort By Sort Name Starting Date State
Many Sort Financial Periods Many
State Code State Name Table
State/Province Codes State/Province Codes Export Report Designer Object Selector
Table Name
Setup Audit Trail Security Filters Table Designer
Table Title Telephone No.
Table Designer Sites Purchasing Centers Warehouses Requisition Setup
Then By Title Total (MB)
Many Report Designer Custom Installation
FIELD DEFINITIONS
167
Field
Transfer Access
Form/Dialog Box
Role Assignments
Definition Defines level of inventory transfer between warehouses. InIndicates you can transfer items to a warehouse. OutIndicates you can transfer items from a warehouse. In/OutIndicates you can transfer items to and from a warehouse. NoneIndicates you cannot transfer items to or from a warehouse.
Trigger Name Type Update Update Existing Records Upgrade Use Automatic Receiver No. Use triangular for opt-out Eurobased User ID User Name
Setup Audit Trail Field Designer Setup Audit Trail Import
Read-only. Unique code MP2 assigns the trigger. Type of field. Select whether to track modifications of this field. Select to update existing records with the new imported data. For example, you may change the Qty on Hand for several items already existing in MP2. Select to install additional add-ons or to increase the number of seats. Select to automatically number each receipt. When selected, MP2 will perform a triangular conversion if Enable Euro is selected and if one or both currencies are opt-out Euro-based. Unique code identifying the user. For Database Information and Custom Installation, enter the name of the owner of the MP2 database being created. For Workstation Configuration, enter the name of the owner of the MP2 database. Select to require the field value to be in the lookup table. Select to validate stock locations when inserting new locations on the Stock sub-page of the Inventory form. If unselected, MP2 automatically adds new locations without first displaying a message. Value by which to filter. Indicates whether the user can view all projects or only projects in the sites to which the user has rights. Unique code identifying the warehouse in which you store inventory.
Setup Type Purchasing Setup Euro Setup
Many Database Information Custom Installation Log On Workstation Configuration Field Designer Inventory Setup
Validate Against Lookup Field Validate Stock Location
Value View All Projects Warehouse
Many Users Warehouses
168
FIELD DEFINITIONS
Field
Weighted Averaging
Form/Dialog Box
Inventory Setup
Definition
Select to add the cost of the inventory to the cost of purchases and divide by the total number of units in those two groups, determining an average unit cost. MP2 assigns the average cost to each unit, but you may still record and track actual purchase prices. Currency exchange rate from Euro to your base currency.
What is your Euro to base currency conversion rate? When P.O. Status is Open When P.O. Status is Ready When P.O. Status is Receiving, All Received, or Completed Workstation Write-off
Euro Setup
Purchasing Role Setup Purchasing Role Setup Purchasing Role Setup
Select Read Only, Non-Cost, or Unrestricted to give this user group read, non-cost, or write access to purchase orders with an Open status. Select Read Only, Non-Cost, or Unrestricted to give this user group read, non-cost, or write access to purchase orders with a Ready status. Select Read Only, Non-Cost, or Unrestricted to give this user group read either non-cost or write access to purchase orders with a status of Receiving, All Received, or Complete. Select to install MP2 on a workstation. Account code for the line item when you write it off. For example, if you count inventory and find a line item that should be in inventory is not, charge it to the write-off account.
Setup Type Warehouses
FIELD DEFINITIONS
169
APPENDIX B: TABLE NAMES
Table Name
ACCT ADDRESS ASSET ASSETLOC ASSETNUM ASSETYPE ATTEND BUDVAL COMCODE CONVHDET CONVHIST COSTCTR CRAFTS CRAFTWO DAILYSC DEPT EMP EMPAVAIL EMPHRS EMPWAGE EPAUSAGE EQDRWG
Description
Account codes Address for shipment and confirmation Asset numbers, locations, and quantities Asset locations Asset numbers, types, and descriptions Asset types Employee attendance codes Budget values Barcode comments Site to warehouse conversion history Conversion history Cost center codes Craft codes Craft work Daily labor hours Department codes Employee information Employees available for work Employee work hours Employee wage rates Activity on equipment requiring special handling Equipment multimedia files 171
Table Name
EQTYPE EQUIP EQXREF EXCHRATE EXPENSE FACILITY FACSCHED FILTERDET FILTERMST FNPERIOD GLCODE GLMAP GLMAPFUNC GLTRANS INSTR INVCOMM INVCOST INVSUB INVTYPE INVVEND INVY INVYDRWG ISSREC LEDGER LOCATION MANUFACT METER MTRHIST NEXTPO NEXTQUOT NEXTRECR NEXTREQ NPSDT OFFSETACCT PAYTERM POADRS PODRAW 172
Description
Equipment types Equipment information Equipment components Exchange rates Expense classes Facility information Site scheduling exceptions Security filters - detail Security filters - master Financial periods General ledger account codes General ledger mapping - master General ledger mapping - detail General ledger segments Task instructions Inventory comments Inventory costs Substitute parts Inventory types Suppliers by inventory item Inventory information Inventory multimedia files Inventory transaction history General ledger codes Location codes Manufacturer information Equipment meter readings Meter reading history Next purchase order number Next quotation number Receiver setup information Next requisition number Nameplate structural definition Offset account index Payment terms Purchase order addresses Purchase order multimedia files TABLE NAMES
Table Name
POGENOP POHDREV POHEADER POITEMTAX POLEVEL PORECEIV PORECVOP PORETURN POTAXREV POTYPE PRODSCHE PROJECT PROJHEADER PROJTYPE PURCENTER PURREQ PURRQREV QUOTHDR QUOTITEM QUOTVEND REASON REQGENOP REQHDG REQMT REQSTION RFO RRCODE SAVESITE SCHEDWO SECTION SERVCODE SERVCONT SITE SPARES SPCODE SPMDESC SPMVALS TABLE NAMES
Description
Purchase order generation options Purchase order header revisions Purchase order header information Purchase order item tax Requisition approval levels Purchase order receiving records Purchase order receiving options Purchase order returns Purchase order tax revisions Purchase order type Production scheduling Projects Project header information Project types Purchasing centers Requisition line items Purchase requisition revisions Quotation header information Quotation detail information Quotation vendors Transaction reasons Requisition generation options Requisition heading Task parts Requisition information Reason for outage codes Return reason codes Saved sites Scheduled work orders Section Service codes Service contract information Site information Spare parts lists Spare parts codes Statistical predictive maintenance descriptions Statistical predictive maintenance values 173
Table Name
STATES STOCK SUBSECT TASK TASKDRAW TASKEQ TASKPROJ TAXCODE TAXNAME TAXRATE TBLID TENANT TIME TIMEKEEP TRAINING TRANSACT TSKCRAFT TSKINSTR TSKMETER TSKSHDOW TSRINFO TSRSERV UOMUOP VENDCOMM VENDDRAW VENDOR VENDORSITEINFO VENDPO VERCOMP VERHIST WAREHOUSE WAREHOUSEINFO WAREHOUSESITE WO WOC WOCRAFT WODRAW 174
Description
State and province codes Inventory stock levels and locations Sub-section Task information Task multimedia files Task equipment scheduling Task projections Tax codes Tax names Tax rates Audit trail relationships Tenant information Employee exceptions Timekeeping Employee training Barcode transactions Task crafts Instruction codes Task meter scheduling Task shadowing Work request default information Requested services Units of measure and purchase Vendor comments Vendor multimedia files Vendor information Vendor/site information Vendor purchase contracts Version comparison Version history Warehouses Warehouse information Warehouse-site relationship Work order information Work order comments Work order crafts Work order multimedia files TABLE NAMES
Table Name
WOE WOEQLIST WOMETER WOP WOREQ WOREQC WOREQLIS WORKWEEK WOSINFO WOTYPE WOV
Description
Work order employee labor Work order equipment list Work order meter readings Work order parts On-site requests information On-site requests comments On-site requests equipment list Site work week Work order default information Work order types Work order contractor labor
TABLE NAMES
175
APPENDIX C: TABLE DEFINITIONS
Refer to these table definitions when importing equipment and inventory data into MP2 or when creating interfaces to MP2. Refer to Importing Equipment and Inventory Data in Chapter 5: Utilities for information on mapping data to import, and refer to Chapter 7: Application Programming Interfaces for information on interfaces. This chapter provides definitions for these MP2 tables. Employees (EMP) Employee Wage Rates (EMPWAGE) Equipment (EQUIP) Inventory (INVY) Inventory Cost (INVCOST) Inventory Stock Levels and Locations (STOCK) Meter Readings (METER) Projects (PROJECT) Statistical Predictive Maintenance Descriptions (SPMDESC) Statistical Predictive Maintenance Values (SPMVALS) Tasks (TASK) Task Equipment Scheduling (TASKEQ) Vendors (VENDOR) Warehouses (WAREHOUSE) Work Orders (WO) Work Order Equipment List (WOEQLIST) Asterisks (*) designate key fields. Refer to Key Fields in Chapter 2: Data Entry Planning.
177
Employees (EMP) Field Name

Employee Code* Last Name First Name Social Security No. Address 1 Address 2 City State Postal Code Telephone No. Craft Class Shift Accumulated Sick Hours Accumulated Vacation Hours Hire Date Raise Date Notes Seniority Skill Level Crew Address 3 Email Site Department Cost Center
Field ID
EmpCode LastName FirstName SocSecNum Addr1 Addr2 City State Zip Phone Craft Class Shift AccumSickHrs AccumVacHrs HireDate RaiseDate Notes Seniority SkillLevel Crew Addr3 Email SiteID Department CostCenter UpdateStamp UpdateUser PagerNum ConvNum DSRowID PagerMail Supervisor
Type
character character character character character character character character character character character character character float float date/time date/time text character character character character character character character character date/time character character number number character character
Size Restrictions
11 15 15 16 25 25 20 12 10 30 6 6 2
Foreign Key: CRAFTS
6 6 6 25 50 15 10 15 30 50
Foreign Key: SITE Foreign Key: DEPT Foreign Key: COSTCTR
Pager No.
Pager Email Supervisor
50 11
Foreign Key: EMP
Employee Wage Rates (EMPWAGE) Field Name Field ID

Employee Code* First Name Last Name 178 EmpCode FirstName LastName
Type
character character character
Size Restrictions
11 15 15 TABLE DEFINITIONS
Field Name
Wage Code* Primary Wage Rate Description
Field ID
WageCode PrimaryWage Rate Description UpdateStamp UpdateUser ConvNum
Type
character character float character date/time character number
Size Restrictions
7 1 30 30 Y or N
Equipment (EQUIP) Field Name

Equipment No.* Equipment Type Description In Service Location Sub-location 1 Sub-location 2 Sub-location 3 Department Serial No. Model No. Manufacturer Vendor ID Spare-parts Code General Ledger No. Cost Center Asset No. Purchase Date Startup Date Warranty Expiration Date Life (mos.) Original Cost Replacement Cost Employee Labor Cost Vendor Labor Cost Material Cost Service Code Safety Notes Operating Status Person Responsible Priority TABLE DEFINITIONS
Field ID
EqNum EqType Description InService Location SubLocation1 SubLocation2 SubLocation3 Dept SerialNum ModelNum Manufacturer VendorID SpareCode GenLedger CostCenter AssetNum PurchDate StartupDate WarrantyDate Life OriginalCost ReplacementCost InHouseLaborCost VendorCost MatlCost ServiceCode SafetyNote OperatingStatus PersonResponsible Priority
Type
character character character character character character character character character character character character character character character character character date/time date/time date/time number float float float float float character text character character float
Size Restrictions
30 8 50 1 30 30 30 30 10 30 30 12 15 10 20 15 15 Foreign Key: EQTYPE Y or N Foreign Key: LOCATION Foreign Key: LOCATION Foreign Key: LOCATION Foreign Key: LOCATION Foreign Key: DEPT
Foreign Key: MANUFACT Foreign Key: VENDOR Foreign Key: SPCODE Foreign Key: LEDGER Foreign Key: COSTCTR Foreign Key: ASSET
10 10 11
Foreign Key: SERVCONT
179
Field Name
Notify when creating work orders User-defined Field 1 User-defined Field 2 User-defined Field 3 User-defined Field 4 User-defined Field 5 User-defined Field 6 User-defined Field 7 User-defined Field 8 User-defined Field 9 User-defined Field 10
Field ID
EpaTitled UD1 UD2 UD3 UD4 UD5 UD6 UD7 UD8 UD9 UD10 UpdateStamp UpdateUser SiteID VendorBranchID ConvNum
Type
character character character character character character character character character character character date/time character character character number
Size Restrictions
1 20 20 20 20 20 20 20 20 20 20 30 15 12 Y or N
Site Vendor Branch
Foreign Key: SITE Foreign Key: VENDOR
Inventory (INVY) Field Name

Item No.* Description Inventory Type Unit of Measure Balance Manufacturer Notes Volume Date Added Class Weight Cost Center Model Date Last Edited User-defined Field 1 User-defined Field 2 User-defined Field 3 User-defined Field 4 User-defined Field 5 User-defined Field 6 User-defined Field 7 User-defined Field 8 180
Field ID
ItemNum Description Type UOM AcctCode OEMMfg Notes Volume DateAdded Class Weight CostCenter Model LastEditDate UD1 UD2 UD3 UD4 UD5 UD6 UD7 UD8
Type
character character character character character character text float date/time character float character character date/time character character character character character character character character
Size Restrictions
25 50 6 8 15 12
Foreign Key: UOMUOP Foreign Key: ACCT Foreign Key: MANUFACT
6 15 24 20 20 20 20 20 20 20 20 TABLE DEFINITIONS Foreign Key: COSTCTR
Field Name
User-defined Field 9 User-defined Field 10 Unit of Weight Expense Write-off
Field ID
UD9 UD10 UOW ExpenseAcctCode WriteOffAcctCode UpdateStamp UpdateUser ConvNum DSRowID
Type
character character character character character date/time character number number
Size Restrictions
20 20 5 15 15 30
Foreign Key: ACCT Foreign Key: ACCT
Inventory Costs (INVCOST) Field Name Field ID

Item No.* Date* Time* Average Unit Cost Qty Warehouse* ItemNum DateIn TimeIn UnitCost AvailableQty BaseCost WarehouseID UpdateStamp UpdateUser ConvNum
Type
character date/time date/time float float float character date/time character number
Size Restrictions
25 Foreign Key: INVY
15 30
Foreign Key: WAREHOUSE
Inventory Stock Levels and Locations (STOCK) Field Name Field ID Type
Item No.* Warehouse* Stock Location* Qty on Hand ItemNum WarehouseID Location QtyOnHand UpdateStamp UpdateUser NewQty ErrorID ConvNum character character character float date/time character float number number
Size Restrictions
25 15 15 Foreign Key: INVY Foreign Key: WAREHOUSE
30
New Qty
Meter Readings (METER) Field Name Field ID

Equipment No.* Meter Name* Signal Tag Description Unit of Measure TABLE DEFINITIONS EqNum MeterNum SignalTag Description UOM
Type
character character character character character
Size
30 6 15 30 8
Restrictions
Foreign Key: EQUIP
Foreign Key: UOMUOP 181
Field Name
Avg. Meter Units/Day
Field ID
Type
float character character number float float date/time date/time date/time character number
Size
Restrictions
AvgMtrUnitsPer Day RuntimeCycles Runtime/Cycles ReplaceAdd Replace/Add RolloverCount Rollover Count RolloverPoint Rollover Point Current Meter Reading CurMtr EqDate Date EqTime Time UpdateStamp UpdateUser ConvNum
1 1
Y or N Y or N
30
Projects (PROJECT) Field Name

Project ID* Project Task* Description Starting Date Ending Date Type
Field ID
ProjectID ProjectTask Description StartDate EndDate ProjectType UpdateStamp UpdateUser ConvNum DSRowID SiteID TaskName ActiveFlag ChargeableFlag ParentTaskID
Type
character character character date/time date/time character date/time character number number character character character character number
Size Restrictions
16 20 50
16 30 38
Site Task Name Active Billable
15 30 1 1 38
Statistical Predictive Maintenance Descriptions (SPMDESC) Field Name Field ID Type Size Restrictions
Equipment No.* Measurement* Description Units Use Manufacturers Specifications Min. Value Max. Value Use Daily Average 182 EqNum Measurement MeasurementDesc Units UseMfgsSpecs MfgsMinValue MfgsMaxValue UseDailyAvg character character character character character float float character 30 15 40 5 1 Foreign Key: EQUIP
Y or N
Y or N TABLE DEFINITIONS
Field Name
Use Control Dates Starting Date Ending Date Mean Std. Deviation Use 1 Std. Deviation Use 2 Std. Deviations Use 3 Std. Deviations Consecutive Points Repair WO No. Repair Date Repair Time Site
Field ID
UseControlGroups ControlStartDate ControlEndDate ControlMean ControlStdDev Use1StdDev Use2StdDev Use3StdDev ConsecutivePoints WONumFlag DateRepaired TimeRepaired SiteID UpdateStamp UpdateUser ConvNum
Type
character date/time date/time float float character character character number character date/time date/time character date/time character number
Size Restrictions
1 Y or N
1 1 1 10
Y or N Y or N Y or N Foreign Key: WO
15 30
Foreign Key: SITE
Statistical Predictive Maintenance Values (SPMVALS) Field Name Field ID Type

Equipment No.* Measurement* Date* Time* Numeric Reading WO No. Mean Std. Deviation Text Reading Site Work Order Site EqNum Measurement SPMDate SPMTime SPMValue WONum ControlMean ControlStdDev Attribute EquipSiteID WOSiteID UpdateStamp UpdateUser ConvNum character character date/time date/time float character float float character character character date/time character number
Size Restrictions
30 15 Foreign Key: EQUIP
10
Foreign Key: WO
30 15 15 30
Tasks (TASK) Field Name

Task No.* Description WO Type Priority In-Service Task Expense Class TABLE DEFINITIONS
Field ID
TaskNum Description WOType Priority InServTask ExpenseClass
Type
character character character float character character
Size Restrictions
20 72 9 1 8
Foreign Key: WOTYPE Y or N Foreign Key: EXPENSE 183
Field Name
Multitask Assigned To First Name Last Name Site*
Field ID
Multitask AssignedTo FirstName LastName SiteID UpdateStamp UpdateUser ConvNum
Type
character character character character character date/time character number
Size Restrictions
1 11 15 15 15 30 Y or N Foreign Key: EMP
Foreign Key: SITE
Task Equipment Scheduling (TASKEQ) Field Name Field ID

Task No.* Equipment No.* Location* Sub-location 1* Sub-location 2* Sub-location 3* Tenant Description Next Due Date Date Last Performed Schedule Type TaskNum EqNum Location Sublocation1 Sublocation2 Sublocation3 Tenant Description NextDueDate LastPerfDate SchedType
Type
character character character character character character character character date/time date/time character
Size Restrictions
20 30 30 30 30 30 30 50 Foreign Key: EQUIP
Foreign Key: TENANT
Task Duration No. of Times Completed Down Time Must Be Down Perform Every Perform Every Site*
TaskDuration TimesCompleted DownTime MustBeDown DateUnit NumOfDate SiteID UpdateStamp UpdateUser ConvNum
float number float character character number character date/time character number
1 15
D-Duplicate N-Fixed C-Float >= 0 >= 0 >= 0 Y or N SUN, MON, TUE, WED, THU, FRI, SAT, D, W, M, Y Foreign Key: SITE
15 30
Vendors (VENDOR) Field Name

Vendor ID* Name Address 1 Address 2 184
Field ID
VendorID Name Addr1 Addr2
Type
character character character character
Size Restrictions
12 30 35 35 TABLE DEFINITIONS
Field Name
City State Postal Code Country Representative Telephone No. Extension Fax No. Payment Terms Freight Terms Ship Via Shipping Terms Minimum Order Amount Vendor Branch* Vendor Type Tax Code Tax Type Notes Date Last Received Freight Carrier Federal Tax ID No. Class Customer ID Preferred Order Method Total Open Total Received Address 3 Currency Email User-defined Field 1 User-defined Field 2 User-defined Field 3 User-defined Field 4 User-defined Field 5 User-defined Field 6 User-defined Field 7 User-defined Field 8 User-defined Field 9 User-defined Field 10
Field ID
City State Zip Country Rep Phone Ext Telefax Terms FreightTerms ShipVia Fob Minorderamt VendorBranchID VendorType TaxCode TaxType Notes LastRecvDate Shipper FedID Class CustomerID PrefOrderMethod TotalOpen TotalReceived Addr3 MP2Currency Email UD1 UD2 UD3 UD4 UD5 UD6 UD7 UD8 UD9 UD10 UpdateStamp
Type
character character character character character character character character character character character character float character character character character text date/time character character character character character float float character character character character character character character character character character character character character date/time
Size Restrictions
20 12 10 15 25 30 4 50 20 8 10 20 49 12 20 20 10
20 15 6 12 5 49 49 35 15 50 20 20 20 20 20 20 20 20 20 20
TABLE DEFINITIONS
185
Field Name
Pager No.
Field ID
UpdateUser PagerNum ConvNum DSRowID
Type
character character number number
Size Restrictions
30 50 38
Warehouses (WAREHOUSE) Field Name Field ID

Warehouse* Description Address 1 Address 2 Address 3 City State Postal Code Country Contact Telephone No. Fax No. Extension Email Costing Method Allow Negative QOH Manager Requisition Exceeds Max. Primary Site WarehouseID Description Addr1 Addr2 Addr3 City State Zip Country Contact Phone Telefax Ext Email CostMethod AllowNegQOH Manager ReqOverMax PrimarySite UpdateStamp UpdateUser PagerNum ConvNum ExpenseAcctCode WriteOffAcctCode AcctCode DSRowID CostCenter
Type
character character character character character character character character character character character character character character character character character character character date/time character character number character character character number character
Size Restrictions
15 50 35 35 35 20 12 10 15 25 30 50 4 50 4 1 11 1 15 30 50 38 15 15 15 15
FIFO, LIFO, Weighted Averaging Y or N Y or N
Pager No. Expense Write-off Balance Cost Center
Foreign Key: ACCT Foreign Key: ACCT Foreign Key: ACCT Foreign Key: COSTCTR
Work Orders (WO) Field Name

WO No.* Close Date* Select for Printing 186
Field ID
WONum CloseDate PrintIt
Type
character date/time character
Size Restrictions
10 1 Y or N TABLE DEFINITIONS
Field Name
Task No. Response Time (Days) Response Time (Hours) Actual Duration (days) Description WO Type Scheduled Start Date Scheduled Finish Date Assigned To First Name Last Name Priority Work Priority Status
Field ID
TaskNum ResponseDays ResponseHrs ActualDuration TaskDesc WOType SchedStartDate SchedFinishDate AssignedTo FirstName LastName Priority WorkPriority Status
Type
character number number float character character date/time date/time character character character float float character
Size Restrictions
20 Foreign Key: TASK
>= 1 72 9 Foreign Key: WOTYPE
11 15 15
Foreign Key: EMP
>= 1 >= 1 M-Completed H-Hold R-Ready O-Open C-Closed Foreign Key: EXPENSE
Delay Description Expense Class Request Time Request Date Extension Telephone No. Originator Completion Date Completion Time Perform by Warranty Assigned By Pick List Est. Duration (days) Response Time (Minutes) Tenant Estimated Cost Billable Labor Tax Rate (%) Material Tax Rate (%) Labor Markup (%) Material Markup (%) Scheduled Start Time
DelayDesc ExpenseClass RequestTime RequestDate Ext Phone Originator CompletionDate CompletionTime PerfByWarranty AssignedBy PickList EstDuration ResponseMins Tenant EstCost Billable LaborTaxRate MaterialTaxRate LaborMarkup MaterialMarkup SchedStartTime
character character date/time date/time character character character date/time date/time character character character float number character float character float float float float date/time
72 8
6 30 25
1 11 1
Y or N Foreign Key: EMP Y or N >= 0
30 1
Foreign Key: TENANT >= 0 Y or N
TABLE DEFINITIONS
187
Field Name
Fax No.
Field ID
FaxNum Restored UpdateStamp UpdateUser ProjectID ProjectTask SiteID Email PagerNum ConvNum RFOCode UD1 UD2 UD3 UD4 UD5 UD6 UD7 UD8 UD9 UD10
Type
character character date/time character character character character character character number character character character character character character character character character character character
Size Restrictions
30 1 30 16 20 15 50 50 8 20 20 20 20 20 20 20 20 20 20
Project ID Project Task Site* Email Pager No. Reason for Outage User-defined Field 1 User-defined Field 2 User-defined Field 3 User-defined Field 4 User-defined Field 5 User-defined Field 6 User-defined Field 7 User-defined Field 8 User-defined Field 9 User-defined Field 10
Foreign Key: PROJECT Foreign Key: PROJECT Foreign Key: SITE
Work Order Equipment List (WOEQLIST) Field Name Field ID

WO No.* Close Date* Equipment No.* Location* Sub-location 1* Sub-location 2* Sub-location 3* Serial No. Department Cost Center General Ledger No. Down Time Must Be Down Estimated Down Time Under Warranty Priority User-defined Field 1 User-defined Field 2 188 WONum CloseDate EqNum Location Sublocation1 Sublocation2 Sublocation3 SerialNum Department CostCenter GenLedgerNum DownTime MustBeDown EstDownTime UnderWarranty Priority UD1 UD2
Type
character date/time character character character character character character character character character float character float character float character character
Size
10 30 30 30 30 30 30 10 15 20 1 1 20 20
Restrictions
Foreign Key: EQUIP
Foreign Key: DEPT Foreign Key: COSTSTR Foreign Key: LEDGER >= 0 Y or N >= 0 Y or N >= 1
TABLE DEFINITIONS
Field Name
User-defined Field 3 User-defined Field 4 User-defined Field 5 User-defined Field 6 User-defined Field 7 User-defined Field 8 User-defined Field 9 User-defined Field 10 Equipment Description Reason for Outage Solution
Field ID
UD3 UD4 UD5 UD6 UD7 UD8 UD9 UD10 EqDesc RFOCode Solution UpdateStamp UpdateUser SiteID ConvNum SeqNum RFFCode
Type
character character character character character character character character character character character date/time character character number number character
Size
20 20 20 20 20 20 20 20 50 8 8 30 15
Restrictions
Site*
Foreign Key: SITE
RFF Code
TABLE DEFINITIONS
189
APPENDIX D: SQL UTILITIES
This appendix includes basic SQL utilities. The SQL Server Books Online includes detailed procedures. Refer to Accessing SQL Server Books Online in Chapter 5: Utilities.
IN THIS APPENDIX
Backing Up and Restoring SQL Databases Optimizing SQL Data
191
Backing Up and Restoring SQL Databases

To safeguard the database against damage or loss, back up the database often. Routine backups are much more cost efficient than re-entering lost data. Schedule to back up the database when it is most convenient. The SQL Server Books Online includes detailed procedures. Refer to Accessing SQL Server Books Online in Chapter 5: Utilities.
Backing Up SQL Databases

Follow these steps when backing up SQL databases. 1 Choose Start | Programs | Microsoft SQL Server | Enterprise Manager from the Windows NT task bar. SQL Enterprise Manager displays the SQL Server Enterprise Manager form and the Console Root\Microsoft SQL Servers form. Click next to Microsoft SQL Servers. SQL Enterprise Manager expands the list of server groups. Click next to SQL Server Group. SQL Enterprise Manager expands the list of servers. Select the server name. SQL Enterprise Manager displays the server components.
2 3 4
192
SQL UTILITIES
5 6 7 8
Tip: Important:
on the toolbar. SQL Enterprise Manager displays the Select Wizard Click dialog box. Click next to Management. SQL Enterprise Manager expands the list of management wizards. Select Backup Wizard, and then click OK. SQL Enterprise Manager displays the Create Database Backup Wizard dialog box. Follow the steps in the wizard to back up a database.
Infor recommends backing up the database to a removable media (tape drive, removable cartridge, etc.) device. You cannot retrieve dumps sent to the NULL (DISKDUMP) device.
The DISKDUMP device is a special device. Backing up to DISKDUMP sends the data to the NULL device, which dumps data without saving it. Use the DISKDUMP device name as a bit bucket in conjunction with database or transaction log backups. You cannot back up to diskette dump devices when using SQL Enterprise Manager. For information on backing up to diskette dump devices, refer to SQL Server Books Online.
Restoring SQL Databases

Important: Ensure the database is not in use before restoring a database.
Follow these steps when restoring SQL databases. 1 Choose Start | Programs | Microsoft SQL Server | Enterprise Manager from the Windows NT task bar. SQL Enterprise Manager displays the SQL Server Enterprise Manager form and the Console Root\Microsoft SQL Servers form. Click next to Microsoft SQL Servers. SQL Enterprise Manager expands the list of server groups. Click next to SQL Server Group. SQL Enterprise Manager expands the list of servers. Click next to the server name. SQL Enterprise Manager expands the list of server components. Click next to the Databases folder. SQL Enterprise Manager expands the list of databases.
2 3 4 5
SQL UTILITIES
193
6 7
Right-click a database. SQL Enterprise Manager displays a menu. Choose All Tasks, and then choose Restore Database. SQL Enterprise Manager displays the Restore database dialog box.
8 9
Restore as databaseSelect the database to restore. First backup to restoreSelect the backup set to restore. SQL Enterprise Manager displays the database backup to restore in the Restore list.
194
SQL UTILITIES
10 Click the Options tab. SQL Enterprise Manager displays the Options page.
11 Select the appropriate options. 12 Click OK. SQL Enterprise Manager restores the database from the selected backup and then displays a confirmation.
Optimizing SQL Data

Optimize data with the Database Maintenance Plan Wizards Data Optimization dialog box to improve and to maintain SQL Server performance. Follow these steps when optimizing SQL data. 1 Choose Start | Programs | Microsoft SQL Server | Enterprise Manager from the Windows NT task bar. SQL Enterprise Manager displays the SQL Server Enterprise Manager form and the Console Root\Microsoft SQL Servers form. Click next to Microsoft SQL Servers. SQL Enterprise Manager expands the list of server groups. Click next to SQL Server Group. SQL Enterprise Manager expands the list of servers. Select the server name. SQL Enterprise Manager displays the server components.
2 3 4
SQL UTILITIES
195
5 6 7 8
on the toolbar. SQL Enterprise Manager displays the Select Wizard Click dialog box. Click next to Management. SQL Enterprise Manager expands the list of management wizards. Select Database Maintenance Plan Wizard, and then click OK. SQL Enterprise Manager displays the Database Maintenance Plan Wizard dialog box. Follow the steps in the wizard to optimize a database.
196
SQL UTILITIES
INDEX
A
Access. See Microsoft Access Active Users dialog box, 93 adding new database connection to an existing workstation installation, 25 add-ons installing, 28 addresses confirm-to, 73 invoice, 73 ship-to, 73 API, 139 facilities management interface, 144 human resource interface, 154 plant floor interface, 140 application programming interfaces. See API approve requisitions bypassing the approval process, 72 levels, 69 archive history inventory transactions, 99 purchase order, 101 work order, 105 Archive Inventory Transactions dialog box, 99 Archive Purchase Order History form, 101 Archive Purchase Order Revisions form, 103 Archive Work Order History form, 105 ASCII comma delimited file exporting data, 95 importing equipment and inventory data, 96 tab delimited file exporting data, 95 importing equipment and inventory data, 96 Audio for Windows, 79 Audit Trail print dialog box, 92
audit trails, 89 printing, 91 purging records, 92 setting up, 90 Automatic Client Update Setup form, 62 automatic upgrades creating a repository, 12 AVI file type, 79
B
backup data, 192 base currency settings, Euro currency conversion, 82 BMP file type, 79
C
captions, changing, 136 Change Password dialog box, 46 Change Server Password dialog box, 88 check for orphans, 111 client, path for automatic update, 62 confirm-to address, 73 converting data, 86 Copy Role dialog box, 55 copy, security restrictions, 55 costing methods FIFO, 65 LIFO, 65 weighted averaging, 65 costs, inventory costing methods, 65 creating repository for automatic upgrades, 12 credit cards, 80 Credit Cards form, 81 CSV exporting to, 95 importing from, 96 currency settings, Euro currency conversion, 82
197
customize field labels, 58 menu option titles, 57
D
data collection, planning, 33 entry methods, 38 planning, 33 exporting, 94 importing equipment and inventory, 96 surgery, 112 temporary, removing, 113 Data Interchange Format. See DIF Data Surgery dialog box, 113 Data Surgery form, 113 data, converting, 86 database backup, 192 optimizing, 195 restore, 193 database connection adding a new, 25 Dbase exporting data, 95 importing equipment and inventory data, 96 DBF exporting to, 95 importing from, 96 delete audit trail records, 92 temporary data and views, 113 delete menu options, 124 descriptions identification methods, 37 synchronizing equipment and inventory descriptions, 98 DIF, exporting to, 95 DOC file type, 79 drawings. See multimedia files
Euro currency conversion base currency settings, 82 exchange rates, 83 wizard, 81 Euro Setup dialog box Currency Conversion Settings page, 82 Exchange Rates page, 83 Excel. See Microsoft Excel exchange rates, Euro currency conversion, 83 executing manual workstation installations, 20 unattended workstation installations, 19 export data, 94 Export dialog box, 95
F
facilities management interface. See FMI facility setup, 62 Facility Setup dialog box, 62 FAX file type, 79 Field Designer dialog box, 120 fields customizing labels, 58 definitions, 155 forms, 128 identification custom, 35 descriptions, 37 employees, 35 equipment, 36 guidelines, 35 inventory, 36 optional, 38 types, 37 vendors, 36 key, 34 naming conventions, 118 security, 49 edit (read-write), 50 hidden, 50, 52 normal access, 50 read-only, 50 required, 50 tab sheets, 132 tables, 121 FIFO, 65 file types AVI, 79 BMP, 79 CSV exporting to, 95 importing from, 96 DBF exporting to, 95 importing from, 96 DIF, exporting to, 95
E
editable fields, 50 employee functions, 154 employee identification methods, 35 EPS file type, 79 equipment identification methods, 36 importing data, 96 synchronizing descriptions, 98 equipment functions, 146 error codes, FMI, 152
198
INDEX
DOC, 79 EPS, 79 FAX, 79 HLP, 79 HTM, 79 HTML, 79 IMG, 79 JPG, 79 MDB, exporting to, 96 PCX, 79 PNG, 79 RTF, 79 TGA, 79 TIF, 79 TXT, 79 exporting to, 95 importing from, 96 WAV, 79 WK1 exporting to, 96 importing from, 96 WK3 exporting to, 96 importing from, 96 WK4 exporting to, 96 importing from, 96 WKQ, exporting to, 96 WMF, 79 WPG, 79 WRK exporting to, 96 importing from, 96 XLS exporting to, 95 importing from, 96 filters defining, 56 printing, 57 financial periods, 63 First, 150 First In First Out. See FIFO FMI functions equipment, 146 inventory, 148 locations, 146 statistical predictive maintenance, 150 work orders, 148 work requests, 148 invoking functions, 146 Level parameter, 145 record structure, 144 sample code, 153 security, 144 server registration, 145 user login functions, 146
forms fields, 128 labels, 127 resetting, 136 security, 50 hidden, 51 prohibit delete, 51 prohibit insert, 51 prohibit update, 51 tab sheets, 129 tables, 125 Free, 150 functions FMI equipment, 146 inventory, 148 invoking, 146 locations, 146 sample, 153 statistical predictive maintenance, 150 user login, 146 work orders, 148 work requests, 148 HRI, employees, 154 PFI invoking, 140 meters, 142 sample, 144 statistical predictive maintenance, 143 tasks, 141 user login/logout, 141 work orders, 142 recordset, 150 types, 145
G
generate purchase orders, options, 76 requisitions, options, 70 generating configuration file for unattended workstation installations, 15 GetFieldValue, 151 graphics. See multimedia files guidelines for data entry, 35
H
help, attaching files, 79 hide fields, 50, 52 forms, 51 menu options, 53 history archiving inventory transactions, 99
INDEX
199
purchase order, 101 work order, 105 restoring inventory transactions, 100 purchase order, 102 work order, 106 HLP file type, 79 HRI, 154 HTM file type, 79 HTML, 79 HTML file type, 79 human resource interface. See HRI
synchronizing descriptions, 98 weighted averaging, 65 inventory functions, 148 Inventory Setup form, 64 invoice addresses, 73 markup rates, 65 tax rates, 65 Invoice Setup form, 66 items. See inventory status changes, 73
I
identification methods custom, 35 equipment group, 38 industry standard, 38 item reference, 38 manufacturers, 38 optional, 38 type reference, 38 images. See multimedia files IMG file type, 79 import equipment data, 96 inventory data, 96 mapping data, 97 Import dialog box, 97 increasing number of MP2 seats, 28 install MP2, 1 installation MP2, 1 requirements, 2 installations executing manual workstation, 20 executing unattended workstation, 19 generating a configuration file for unattended workstation, 15 installing add-ons, 28 MP2, 5 MP2 on the server, 5 SQL Server 2005 Express, 2 interfaces. See API inventory archiving history, 99 FIFO, 65 identification methods, 36 importing data, 96 LIFO, 65 quantities on hand, negative, 65 restoring history, 100 security roles, 59
J
JPG file type, 79
K
key fields, 34 changing, 34 characters, 34 guidelines, 35 naming, 34
L
labels, adding to forms, 127 Last, 150 Last In First Out. See LIFO level parameter, FMI, 145 LIFO, 65 local server. See FMI location functions, 146 Lotus 1-2-3 exporting data, 96 importing equipment and inventory data, 96
M
maintenance security roles, 59 management security roles, 59 markup rates, 65 MDB, exporting to, 96 menu options creating, 123 customizing titles, 57 deleting, 124 security, 52 hidden, 53 normal, 53 viewing properties, 124 Menus dialog box, 123, 124 meter functions, 142 Microsoft Access, 96 Microsoft Excel exporting data, 95 importing equipment and inventory data, 96
200
INDEX
Microsoft Word, 79 Move, 151 MP2 form and table designer, 117 initial setup, 61 installation, 1 security, 41 uninstalling, 31 utilities, 85 MP2 seats increasing the number of, 28 MP2 server installation, 5 multimedia file search paths, 79 Multimedia File Search Paths dialog box, 80 multimedia files quotations, 67 requisitions, 67 work orders, 78
N
Next, 150 Number of Records dialog box, 94 numbering methods purchase orders, 72 quotations, 67 requisitions, 67 work orders, 78
O
Object Property dialog box field label customization, 58 field security, 49 form security, 51 menu option security, 53 menu title customization, 57 table security, 52 Object Selector dialog box, 125 optimize SQL data, 195 orphan check, 111 Orphans dialog box, 112
P
parts. See inventory passwords server, 88 users changing, 46 entering, 46 path automatic update, 62 multimedia files, 79 PCX file type, 79
PFI invoking functions, 140 meter functions, 142 purpose, 140 sample code, 144 server registration, 140 statistical predictive maintenance functions, 143 task functions, 141 user login/logout functions, 141 work order functions, 142 plant floor interface. See PFI PNG file type, 79 Prev, 150 projection, work orders, 78 properties, recordset, 151 Property Editor dialog box, 128 province codes, 78 purchase orders archiving history, 101 automatic numbering enforcing, 73 entering, 72 generation options defaults, 76 separate stock items from non-stock items, 76 grouping, 76 items auditing status changes, 73 receiving options, 74 restoring history, 102 revisions, 73 scheduled jobs, 107 setting up, 72 purchasing sample security, 59 security, 53 purchasing centers creating, 42 user login, 94 Purchasing Centers form, 42 Purchasing Role Setup dialog box, 54 Purchasing Setup dialog box Electronic Media page, 77 Generation Options page, 76 Receive Options page, 75 Purge Audit Trail dialog box, 93 purge audit trail records, 92
Q
quantities on hand, negative, 65 Quattro, exporting data, 96 Quick Role Assignments dialog box, 48 quotations automatic numbering enforcing, 66 entering, 67
INDEX
201
multimedia files, 67 setting up, 66
R
read-only fields, 50 read-write fields, 50 receiving options, 74 record structure, FMI, 144 records numbers, 94 prohibit delete, 52 prohibit insert, 52 prohibit update, 52 recordset example, 145 functions, 150 properties, 151 Report Designer dialog box, 125 reports security filters, 57 security roles, 45 reports, designing, 124 required fields, 50 requirements installation, 2 Requisition Setup dialog box Approval Levels page, 70 Generation Options page entering options, 71 Numbering/Headings page next requisition and quotation numbers, 68 requisition heading, 68 Single Source Letter page, 69 Sites page, 67 requisitions approving bypassing the approval process, 72 levels, 69 automatic numbering enforcing, 66 entering, 67 default, 70 generation options, 70 approval for all items, 70 approval for stock items only, 70 automatic purchase order generation, 70 mix non-stock items with stock items, 70 no automatic approval, 70 one for all vendors, 70 one for each vendor, 70 separate non-stock items from stock items, 70 grouping, 70 heading, 68 multimedia files, 67 scheduled jobs, 107
setting up, 66 single source letters, 69 reserved words, 118 restore data, 193 restore history inventory transactions, 100 purchase order, 102 work order, 106 Restore Inventory Transactions dialog box, 100 Restore Purchase Order History form, 102 Restore Purchase Order Revisions form, 104 Restore Work Order History form, 106 return codes, FMI, 152 revisions, purchase orders, 73 Rich Text, 79 Role Assignments form, 47 roles copying restrictions, 55 creating, 45 printing, 45 Roles form, 45 RTF file type, 79
S
scheduled jobs creating, 107 search paths for multimedia files, 79 security, 41, 144 fields, 49 filters defining, 56 printing, 57 forms, 50 prohibit delete, 51 prohibit insert, 51 prohibit update, 51 menu options, 52 hidden, 53 normal, 53 passwords, 46 purchasing, 53 roles copying restrictions, 55 creating, 45 examples, 59 printing, 45 restricting, 49 setting up, 44 tables, 51 prohibit delete, 52 prohibit insert, 52 prohibit update, 52 user accounts, 45 Security Filter Design dialog box, 56 Security Filters form, 56 server password, 88
202
INDEX
server registration FMI, 145 PFI, 140 Setup Audit Trail form, 91 ship-to address, 73 single source letters, 69 sites creating, 44 user login, 94 Sites form, 44 SPM functions FMI, 150 spreadsheet, exporting data, 94 SQL reserved words, 118 SQL Server books online, 114 installation requirements, 2 SQL Server 2005 Express installing, 2 SQL Server Books Online dialog box accessing SQL Server Books Online, 114 SQL utilities backing up, 192 optimizing data, 195 restoring, 193 state codes, 78 State/Province Codes form, 79 statistical predictive maintenance. See SPM statistical predictive maintenance functions PFI, 143 surgery, data, 112 symphony exporting data, 96 importing equipment and inventory data, 96 system information, 88 System Information dialog box, 89
statistical predictive maintenance, 182 task, 183 task equipment scheduling, 184 wage rates, employees, 178 warehouses, 186 work order equipment list, 188 work orders, 186 fields, 121 forms, 125 naming conventions, 118 security, 51 prohibit delete, 52 prohibit insert, 52 prohibit update, 52 tab sheets, 132 task functions, 141 tax rates, 65 temporary data, removing, 113 text, attaching files, 79 TGA file type, 79 TIF file type, 79 TXT exporting to, 95 importing from, 96 TXT file type, 79
U
unattended workstation installations generating a configuration file, 15 uninstalling MP2, 31 update, automatic, 62 user accounts active, 93 audit, 89 creating, 45 passwords changing, 46 entering, 46 purchasing centers logged into, 94 sites logged into, 94 warehouses logged into, 94 user login functions FMI, 146 PFI, 141 user logout functions, 141 Users form, 46, 90 utilities, 85 active users, 93 audit trails, 89 checking for orphans, 111 data conversion, 86 data surgery, 112 number of records, 94 removing temporary views, 113 scheduled jobs, 107
T
tab sheets fields, 132 forms, 129 tables, 132 table definitions project, 182 vendor, 184 Table Designer dialog box, 120 table names, 171 tables creating, 119 definitions, 177 employee, 178 equipment, 179 inventory, 180 inventory costs, 181 inventory stock levels and locations, 181 meter readings, 181
INDEX
203
synchronizing descriptions, 98 system information, 88
X
XLS exporting to, 95 importing from, 96
V
vendor identification methods, 36 Video for Windows, 79
W
warehouses creating, 43 user login, 94 Warehouses form, 43 WAV file type, 79 weighted averaging, 65 wizard, Euro currency conversion, 81 WK1 exporting to, 96 importing from, 96 WK3 exporting to, 96 importing from, 96 WK4 exporting to, 96 importing from, 96 WKQ, exporting to, 96 WMF file type, 79 Word. See Microsoft Word words, reserved, 118 work order functions FMI, 148 PFI, 142 Work Order Setup dialog box, 78 work orders archiving history, 105 numbering enforcing automatic numbering, 78 entering next work order number, 78 projection, number of days to project, 78 restoring history, 106 scheduled jobs, 107 setting up, 77 work request functions, 148 workstation installation adding a new database connection to an existing, 25 workstation installations executing manual, 20 executing unattended, 19 workstation, path for automatic update, 62 WPG file type, 79 WRK exporting to, 96 importing from, 96
204
INDEX

MP2 Enterprise 6 - 1 System Admin

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MP2 ENTERPRISE

SySTEM adMINISTRaToRS guIdE

2 Data Entry Planning ............................................................................................... 33

4 Initial Setup ......................................................................................................... 61

6 MP2 Designer ..................................................................................................... 117

7 Application Programming Interfaces....................................................................... 139

Index ...................................................................................................................... 197

Installing Microsoft SQL Server 2005 Express

Click Next. The wizard displays the next dialog box.

10 Click Next. The wizard displays the next dialog box.

17 Click Finish. The wizard displays the next dialog box.

Installing MP2 on the Server

Click Next. The wizard displays the next dialog box.

10 Click Next. The wizard displays the next dialog box.

26 Click Next. The wizard displays the next dialog box.

36 Click Next. The wizard displays the final dialog box.

Creating a Repository for Automatic Upgrades

12 Click Next. The wizard displays the final dialog box.

13 Click Finish. The wizard closes the window.

Generating a Configuration File for Unattended Workstation Installations

Insert the MP2 CD into the proper drive.

15 Click Next. The wizard displays the final dialog box.

16 Click Finish. The wizard closes the window.

Executing Unattended Workstation Installations

Executing Manual Workstation Installations

Follow these steps to execute manual workstation installations. 1 2

16 Click Next. The wizard displays the next dialog box.

17 Click Next. The wizard displays the final dialog box.

Adding a New Database Connection to an Existing Workstation Installation

12 Click Next. The wizard displays the final dialog box.

13 Click Finish. The wizard closes the window.

Increasing the Number of MP2 Seats and Installing Add-ons

11 Click Next. The wizard displays the next dialog box.

12 Click Finish. The wizard closes the window.

Click Finish. The wizard closes the window.

2 DATA ENTRY PLANNING

Naming Key Fields

Changing Key Fields

Guidelines for Identification

Custom Identification Methods

2 DATA ENTRY PLANNING

Additional Types and Codes

2 DATA ENTRY PLANNING

Optional Identification Methods

Industry Standard Reference

Data Entry Methods

Method 1: Create Complete Equipment Records

Method 3: Create Parent Records

Method 4: Create Records while Creating Tasks and Work Orders

2 DATA ENTRY PLANNING

Creating Role Types

Warehouse Creating Purchasing Centers

to insert a record. MP2 creates a new purchasing center record.

to insert a record. MP2 creates a new warehouse record.

to insert a record. MP2 creates a new site record.

Creating Security Roles

to insert a record. MP2 creates a new role record.

Role NameEnter a unique code identifying the role.

Creating User Accounts

to insert a record. MP2 creates a new user record.

Changing User Passwords

PasswordEnter the new password.