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Mobile: Put-away Order filters

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The purpose of the filter is to limit the number of orders sent out to the mobile device. In the standard configuration the user can filter on:

  • Location
    The user can select a specific location or

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  • select All to see all locations

  • Assigned User ID
    Here the user can choose
    • All - to see everything
    • Only my orders - to see only orders assigned to them
    • Mine & Unassigned - default

      Note:

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    •  It is possible for Partners to add/remove filters on this screen by using the Extension API. An example of this could be to add a filter for a reference number/order number.

      The filter can be opened at any time, on the order list screen, by clicking the filter icon in the top right corner.


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When the user clicks the <Apply> button the mobile device will show the list of available orders. 

Note: The locations available to the user correspond to the locations the user has been set up to use in the warehouse employee screen in Business Central.
The default location is the first entry in the list.

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Selecting the right order
The user can use the scanner of the mobile device to select the right order to work on. In the standard setup, the user can scan the barcode of one of the items to Put-away. The mobile device will then filter the list of orders to only show the orders containing this item. This will typically result in a very limited set of orders.

Note: The filter functionality when scanning can be changed to allow filtering on any scanned value. E.g. scanning an order reference number.
The order is opened by touching the order line in the list. Whether this needs to be done once or twice, is defined in the configuration file for the mobile device, and the default is to double touch. When the line is opened the order lines are downloaded to the mobile device.

Order locking
The lock symbol, illustrated on the third order, tells the user if someone else is working on the order. If the user selects a locked order, a warning is displayed, telling the user who is working on the order. The locking function is used to prevent unintentionally selecting an order handled by another user. If the user still wants to work on the order after seeing the warning, the order can be opened in the menu by selecting "Release (order no.)" to unlock the order. The menu is opened either by clicking the round blue menu button, or by long-pressing on the line.

Menu options

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This screen shows the order lines for the selected order. In this case, it's for Put-away order PU000003 and there are 5 order lines.

The main work process is:

  1. Scan one of the items

  2. The corresponding order line is selected

  3. Register values on the order line
    1. Lot number
    2. Expiration date
    3. Serial number
    4. Quantity
    5. Bin

  4. Post the order


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Selecting an order line
The fastest and most reliable way to select an order line is to scan the barcode of an item. If the barcode is not available, the user can simply touch the line twice. On devices with a physical keyboard, the up/down arrows can be used, opening the order line by pressing the enter button. This starts the registration process for the order line.

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