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The Location setup will determine how Receiving orders is handled on the mobile device.

Overview

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Receive by Printing and Scanning

We highly recommend printing new Item Labels when you receive items.

You will get the most out of Mobile WMS because all processes can now be scanned using these labels.

The process is:

  1. Print the label from Receipt-lines
  2. Scan the label to perform the receipt
    This method ensures your registrations and your labels match exactly


Purchase Orders

For customers with simple warehouse requirements and without using the warehouse module, the Mobile WMS app can integrate directly to purchase orders in Business Central.

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  1. Set the “Qty. to Receive” fields


  2. Register item tracking information using “Item Tracking Lines”



  3. Post the receipt

Fsales


If the location is setup to also use Put-aways then a Put-away order is automatically created when the receipt is posted.

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When more goods arrive than were ordered, you may want to receive them instead of canceling the receipt. For example, it might be cheaper to keep the excess items in inventory than return them,
or your vendor may offer a discount for keeping them. In this release, in addition to Purchase Orders and Warehouse Receipts, you can also use inventory put-away documents to handle over-receipts.

Over-receipt Overreceipt is supported on the mobile device. The Mobile WMS automatically detects if over-receipt is valid for the document line and validates entered quantities accordingly.

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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 select All to see 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.

  • Expected receive date
    All orders before or equal to this date are included

  • PO Number
    Here the user can filter on a specific purchase order.

    Hint:     If no Warehouse Receipt exists for the purchase order - a released Purchase Order with this number, 
    it will be created automatically upon selecting apply

  • 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: It is possible for Partners to add/remove filters on this screen by using the Extension API.
      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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Mobile: Receive Order list

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The order list shows the available received orders within the selected filter. The orders are downloaded directly from Business Central.

The information displayed for each order can be changed in Business Central to fit your specific requirements.

The list can show orders of the following types:

  • Warehouse Receipts
  • Purchase orders
  • Transfer orders ready to be received
  • Sales Return Orders

If the location where the items are received is set up not to use Receipts or Put-aways then the list of received orders will also contain purchase and Transfer 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 received items. 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. For Sales Return Orders , the Package Tracking No. is also supported for filtering.
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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An example is if the mobile device is used in an area without wireless network coverage (e.g. inside a container).

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This screen shows the order lines for the selected order. In this case, it's for receipt order RE000016 and there are 3 order lines.

The main work process is:

  1. Scan one of the received 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

    Note: Bin is only necessary if the location is configured to use bins and if Receipts are used without Put-away (if Receipts and Put-away are used together the received items are all placed in the receive bin. This bin is not registered on the mobile device because it is the same for all order lines.


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The expiration date can be changed by touching the current date, which will show a calendar.
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Registering Lot numbers

If the item tracking code for the item on the order line has been set up to register Lot numbers then the mobile device will ask the user to enter a Lot number.




The user can either scan or manually register the Lot number, after which the quantity will be requested.


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Register serial numbers

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  • The user can either scan or manually register the serial number. When serial numbers are registered the user is not allowed to enter a quantity since a serial number is equal to a quantity of one
  • When a serial number is registered the quantity is automatically incremented by one

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Registering the quantity

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Menu options

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  • Open
    Opens the order line and starts the registration process.

  • Update
    If someone changes the order lines in Business Central after they have been downloaded to the mobile device then the "Update order lines" feature can be used to refresh the downloaded order lines

  • Post
    When the user has registered the received items the "Post" menu is clicked. This sends the registrations to Business Central where they are processed

  • Registrations (Lines)
    If the user wants to see or modify the registrations for an order line the "Registrations" menu item is clicked. This displays the registrations on a new screen. In this screen, the registrations can be modified or deleted.
  • Order Registrations
    Information related to the entire order can also be registered.
    Order Registrations are automatically collected when posting,
    or you can access them from the "Order Registrations" menu item.

    An example is the "Delivery note", which is stored in the "Vendor Shipment No."-field on Warehouse Receipts.

  • Delete all order registrations
    By clicking this menu item all registrations for ALL order lines are deleted.

  • Cancel
    Closes the menu and displays the order lines.


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