Configure Planned Move Into a 2-step Process

How to configure Planned Move to a 2-step Process?

Available in Mobile WMS for Dynamics AX/365FO version 3.15 or newer.


Using the configurability of Mobile WMS to change registration process from a 1-step to a 2-step process.

Planned move was originally designed to be a 1-step registration process. You register your pick and then posts. The posting uses the planned order location to place the item in. 

What needs to be changed?

To change the process into a 2-step process, you need to configure the data source InventJournalTrans. 

  1. Navigate to Mobile WMS/Setup/Pages and find the page "Planned Move". 
  2. Click data sources.
  3. Under the parameter section you change "Action type" to the value "Both". This means that the mobile device will register for each line a pick and a place. This will happen in 2 separate registration flows. See below screenshots of a mobile device demonstrating this. 
  4. In the fields section you need to overwrite a value node called "validateToBin" that controls the second step. Capital letters is important and must be exactly as stated here. See below image for an example of this. 

5. Click save and update the planned move lines on the mobile device for the changes to take effect. 

How it looks like on the mobile device after the configuration change.

Picking (Take) process

          

Receiving (Place) process

After the picking has completed, the status bar on the right side of the record turns orange. 

               

When the last record has been registered you will automatically be asked to post the order. 

How cool is that! 😎