Remote Plant Ticketing Setup: Difference between revisions
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Revision as of 13:00, 14 July 2023
Setting up remote ticketing systems can be a complex process. Here are some guidelines to simpify the process.
Initial Keystone Setup
When you first install Keystone on the remote system, you will need to enter information on the Keystone Activation form.
- Use the same Serial No. as the office system.
- Use a unique System Location for each remote system (never zero!)
Configuring the Location
Using Location Maintenance add a new location for the remote system.
- Use the Location Id that was entered in the Keystone Activation form.
- Select Remote Ticketing for the Type.
- Select File for both Transfer In Via and Transfer Out Via.
- You should rarely have to setup LOCALTABLES in the Xfr In parameters on the remote system (see Default Tables for the list of tables that are copied from the office and preserved at the remote.)
Default Tables
| Keytone Table | Description | Copied from Office? | Preserved at Remote? |
|---|---|---|---|
| ARTCTCLS | A/R Credit Terms Classes | Yes | |
| ARTCUCLS | A/R Customer Classes | Yes | |
| ARTCUST | A/R Customers | Yes | |
| ARTDIV | A/R Divisions | Yes | |
| ARTDRIV | A/R Drivers | Yes | |
| ARTEXCLS | A/R Tax Exempt Classes | Yes | |
| ARTJOBCL | A/R Job Classes | Yes | |
| ARTJOBDT | A/R Job Prices (Detail) | Yes | |
| ARTJOBHD | A/R Job Prices (Header) | Yes | |
| ARTLOC | System Locations | Yes | |
| ARTORDDT | A/R Remote Orders (Detail) | Yes | |
| ARTORDHD | A/R Remote Orders (Header) | Yes | |
| ARTOWNER | A/R Owners | Yes | |
| ARTPLANT | A/R Plants | Yes | |
| ARTPLTCK | A/R Plants Last Used Ticket Numbers | Yes | |
| ARTPRAUT | A/R Automatic Products | Yes | |
| ARTPRCLS | A/R Product Classes | Yes | |
| ARTPRGRP | A/R Price Groups | Yes | |
| ARTPRICE | A/R Special Prices | Yes | |
| ARTPROD | A/R Products | Yes | |
| ARTPRSTR | A/R Product Structure | Yes | |
| ARTPTKCK | A/R Remote Tickets Processed by Office | Yes | |
| ARTPTKDT | A/R Remote Plant Tickets (Detail) | Yes | |
| ARTPTKHD | A/R Remote Plant Tickets (Header) | Yes | |
| ARTSLSPN | A/R Salespeople | Yes | |
| ARTTRAIL | A/R Trailers | Yes | |
| ARTTRCLS | A/R Truck Classes | Yes | |
| ARTTRUCK | A/R Trucks | Yes | |
| ARTTXAUT | A/R Tax Authorities | Yes | |
| ARTTXLOC | A/R Tax Localities | Yes | |
| ARTTXSTR | A/R Tax Structure | Yes | |
| ARTUMS | A/R Units of Measure | Yes | |
| ARTZONE | A/R Zones | Yes | |
| CCTDEVICE | System Devices | Yes | |
| CCTFORM | System Forms | Yes (a/o Keystone 3.1.2) | |
| CCTOPTN | System Options | Yes | |
| CCTSECTL | System Security Control | Yes | |
| CCTSESSN | System Sessions | Yes | |
| DITPRJLD | Dispatch Projected Loads | Yes | |
| DITUSECL | Dispatch Usage Classes | Yes | |
| GLTACCT | G/L Accounts | Yes | |
| GLTACGRP | G/L Account Groups | Yes | |
| Z$ARTPRTRX | A/R Product Transactions (Summarized) | Yes |
Configuring the Plant
Using Plant Maintenance add a new plant for the remote system. You will need to use SuperUser mode to access Plant Maintenance.
- Set the Location Id to the same value entered in Location Maintenance.
Transferring Data
- Never use Backup/Restore to bring data to a remote system! This has negative security and performance implications.
- Never edit a ticket form on a remote system! Ticket forms should always be setup on the office system. They will then transfer to the plant as part of Beginning of Day (a/o Keystone 3.1.2.)