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Description
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The Mobile WMS app supports registering the picking of items in several different setups. |
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It is the configuration of the Location card that determines how the data is transferred to the mobile device.
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The Mobile WMS app supports registering the picking of items in several different setups.
It is the configuration of the Location card that determines how the data is transferred to the mobile device.
Sales orders
For customers with simple warehouse requirements and without using the warehouse module, the Mobile WMS app can integrate directly into sales orders in Business Central.
Sales orders will be available for Picking on the mobile device if:
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- Create a shipment and add the relevant order lines to ship together
The shipment can contain lines from many different sales orders based on criteria like customer, shipping agent, etc.
- Create one or more picks from the shipment
- The "Create Pick" function can be used
- The "Pick Worksheet" can be used to generate the pick orders based on criteria like customer, zone, etc.
- Picks are handled on mobile
- When everything is picked the shipment is posted using:
- Using Shipping
- Using Post Shipment
- Using Tote Shipping
- Using Pack & Ship
- Manually in Business Central This typically includes printing the delivery documents and booking a shipping agent
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Mobile: Pick Order filters
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| The purpose of the filter |
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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 select
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- all locations
Note: The locations available to the user, correspond to the locations the user has been set up to use on the warehouse employee page in Business Central.
The default location is the first entry in the list.
- Assigned User ID
Here the user can choose
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- - to see only orders assigned to them
- Mine & Unassigned
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- - default
Note: It is possible for Partners to add/remove filters on this screen by using the Extension API.
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- 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 pick orders.
Note:The locations available to the user correspond to the locations the user has been setup to use in the warehouse employee screen in Business Central. The default location is the first entry in the list. available orders.
Mobile: Pick Order list
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| The order list shows the available pick orders within the selected filter. The orders are downloaded directly from Business Central.
The information displayed for each order can be changed to fit your specific requirements.
The list can show orders of the following types: - Warehouse picks
- Inventory picks
- Sales orders
- Purchase Return Orders
The work process on the mobile device is identical for all order types.
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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 pick. 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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| - Open - Opens the selected order
- Update - Gets the latest orders
- Release - Unlocks a locked order
- Cancel - Closes the menu
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Mobile: Pick Order lines
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| This screen shows the order lines for the selected order. In this case it's for Pick order PI000005 and there are 4 order lines.
The main work process is: - Scan one of the items
- The corresponding order line is selected
- Register values on the order line- Batch number- Serial number- Quantity- Bin
- Post the order
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Sorting the order lines The sorting of the order lines is defined in Business Central. There are multiple ways to do this.
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| If a bin is suggested by Business Central the user must validate that the items are picked from the correct bin. This is typically done by scanning the barcode on the shelf. If the barcode is not available the user can press the barcode symbol and enter the value manually.
Note: In the standard setup the user is allowed to pick from another bin. In this scenario, a warning is displayed, but the user can override it and register the new bin anyway. It is also possible to block using another bin or allow it without showing a warning. If a bin is not suggested by Business Central then the user can enter any value.
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Note: It is possible to register more than one bin. The quantity for each bin is registered. When the registrations are posted in Business Central the line is automatically split.
Take Bin Calculation
Picking directly on sales orders, transfer orders or purchase return orders, take bin is selected by this priority:
- Item Availablity - where can the full quantity be picked
- Bin Ranking is respected
This can override the order line take bin selection.
Picking according to FIFO & FEFO
The picking instruction used in Mobile WMS is based on what is configured and set up in Business Central.
In Business Central, some configurations can enable the FEFO strategy, but FIFO is not a standard functionality.
- Please refer to your Tasklet Partner for further clarification if you wish to clarify possible picking strategies.
See also: MS Learn on FEFO Setup
Notes
Registering Lot numbers
The Lot number tracking works the same way as for receive Receiving orders.
Registering expiration dates
Expiration dates are not registered on pick orders. Only the Lot or serial numbers are registered (they contain the expiration date information)
Register serial numbers
The serial number tracking works the same way as for receive Receiving orders.
Registering the quantity
The quantity registrations works the same way as for receive Receiving orders.
Menu options The menu options are the same as for receive Receiving orders.
Posting the order
When the order lines have been handled the user activates the "Post" menu item and the registrations are sent to Business Central.
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Menu options
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Notes
Next
Installing Mobile WMS Extension (1/3)Shipping