Filters
Available in Mobile WMS for Dynamics AX/365FO
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In standard Mobile WMS you have filters on receive and pick orders. Typical the filter is based on warehouse and delivery date/shipment date. Now you can change the filter to your needs. |
Based on the example below you can see the standard filters, Warehouse and Delivery Date.
If you require an additional filter value, e.g. "Mode of Delivery", then you can add extra filters from the Dynamics AX/D365 client. That means you don't have to make any customizations in order to add a filter field.
How to configure a new filter field
D365FO: Navigate to Mobile WMS/Pages/ find the page and click data sources.
AX2012: First you navigate to the node of filter, e.g. ReceiveOrdersFilters before you can click on "Add" to add a new filter element.
When creating a new filter element you need to specify the extended data type for the field. A typical used EDT is the "NUM".
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The new customized field will have a postfix tag (Custom) on the node. The properties of the standard fields is shown but are not subject to change. |
Once the new field has been added, click on it to change the setup. See descriptions below for the options.
These are the typical fields used.
1) "Optional"; should the field be filled to run the filter?
2) "Label"; this is shown on the device.
3) "Data binding"; this is here where the magic happens. The setup of tables and fields used to do the filtering on.
Remember to have multiple databinding, one per document type. If your list of receipt orders contains both purchase orders and transfer orders, then you need to have a data binding to both document types.
- Purchase Orders → PurchTable
- Transfer Orders → InventTransferTable
Below is a list of other databinding types that also can be used.
- Production Input Journal → WMSJournalTable
- Arrival Journal → WMSJournalTable
- Sales orders → SalesTable
- PickOrderList → WMSPickingRouteSales Picking List → WMSPickingRoute
- BOM Picking List → ProdJournalTable
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After the filter has been added, your mobile device must login again to get new reference data, as the filter values are a part of reference data. So remember to login. |
Delete filter field values
Here is a guide to delete records in the related tabels to filters.