Mobile WMS Setup (9/10)
Description
Before using mobile devices, configure Mobile WMS Setup according to your requirements.
This page describes the various settings available in the ‘Mobile WMS Setup’ page.
For more details on Tasklet Mobile WMS functionality, refer to the User Guide.
Overview
General
Settings in General |
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Sort Order Pick | This setting determines the sort order of pick order lines displayed on mobile devices.
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Sort Order Put-away | This setting determines the sort order of put-away order lines displayed on mobile devices. |
Use Base Unit of Measure | This setting determines if all mobile device quantity operations should use the item's base unit of measure instead of the document's original unit of measure. When disabled:
When enabled:
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Enable Pack & Ship | This field activates the Pack & Ship feature, which provides advanced packing and shipping capabilities for warehouse operations, including package management, shipping integration, and packing station workflows. |
Enable Tote Picking | When enabled, you can pick multiple orders for multiple customers simultaneously by scanning boxes to associate them with the corresponding orders/customers. |
Tote per | This setting is applicable when Tote Picking is enabled.
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Skip collection of Delivery Note on Receive | By default, a step to collect the Delivery Note No. is displayed when posting a Receive order. |
Use Mobile TimeZone when Posting | This setting controls how the current Work Date, Posting Date, and Time are determined. When disabled:
When enabled:
To ensure processed documents are posted with the correct date and time, you may need to enable this setting. |
Post breakbulk lines automatically | This setting determines whether breakbulk lines are hidden and posted automatically with Warehouse Activities. When disabled:
When enabled:
Important Note: Automatic posting of breakbulk lines for items with Lot or Serial Tracking is not supported unless Item Tracking is predefined on the Warehouse Activity Lines. |
Allow Blank Variant Code | This setting determines whether ‘blank’ variant codes can be selected during data collection steps. When to enable: If items with variant codes can exist in inventory with blank variant codes, enable this setting. When disabled:
When Enabled:
Important Note: This setting only affects the selection of new values during data entry. Existing inventory with blank variant codes will always appear in functions like Locate Item, regardless of this setting. |
Package No. implementation | Visible only when "Use tracking by package number" feature is enabled in BC Feature Management. Overview: Microsoft's Package No. provides a third tracking dimension that can be customized for various purposes. Mobile WMS includes a standard implementation that is disabled by default. Options:
Reference: Whitepaper Use tracking by package number in reservation and tracking system |
Numbering
Settings in Numbering |
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License Plate Number Series | The number series to be used for automatically assigning new unique License Plate numbers. The use of the number series is explained in details from these two pages: |
Pack & Ship
Refer to Enable Pack & Ship for details about the settings included in this feature.
License Plate
Refer to Enable License Plating for details about the settings included in this feature.
Count
Settings in Count |
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Sort Order Count | This setting determines the sort order of count order lines displayed on mobile devices.
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Unplanned Count Warning | This setting controls whether mobile users receive warnings during unplanned counting when quantity discrepancies exceed tolerance levels. When disabled:
When enabled:
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Count Warning Tolerance % | Sets the percentage tolerance for quantity discrepancies during unplanned counting. Works with Count Warning Min. Tolerance to determine when to warn users. Example:
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Count Warning Min. Tolerance | Sets the minimum absolute tolerance for quantity discrepancies during unplanned counting. Use this to prevent nuisance warnings on low-quantity items where small numerical differences represent large percentages. How it works: The system uses whichever tolerance is greater - percentage-based or minimum absolute. Example:
Result: System uses 5 units tolerance (higher than 0.2), creating range of -3 to 7 units. Count of 6 units → No warning. Without minimum tolerance: Range would be 1.8-2.2 units, triggering excessive warnings. |
Skip Whse. Unpl. Count Item Journal Post | This field determines whether the system should skip posting to the Item Journal when performing unplanned counts, posting only to the Warehouse Journal instead. When disabled:
When enabled:
Benefits of enabling:
Important Constraints:
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Move
Settings in Move |
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Sort Order Movement | This setting determines the sort order of movement order lines displayed on mobile devices.
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Block negative adjustment if Reservation exists | This field determines whether negative adjustments should be blocked if reservation entries exist, providing stricter control than the standard Business Central behavior. When disabled:
When enabled:
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Show available quantity on Unplanned Move | This field controls whether to display available quantity information and restructure the mobile workflow for unplanned move operations. When enabled:
When disabled:
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Item & Warehouse Journals
Settings in Item & Warehouse Journals |
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Item Journal Template | Select the Template that is used for "Adjust Quantity" |
Item Journal Batch | Select the Batch that is used for "Adjust Quantity" |
Warehouse Journal Template | Select the Template that is used for "Adjust Quantity" |
Warehouse Journal Batch | Select the Batch that is used for "Adjust Quantity" |
Reclassification Journals
Settings in Reclassification Journals |
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Item Reclassification Template | Select the Template that is used for "Unplanned Move" and "Bulk Move" |
Item Reclassification Batch | Select the Batch that is used for "Unplanned Move" and "Bulk Move" |
Warehouse Reclassification Template | Select the Template that is used for "Unplanned Move" and "Bulk Move" |
Warehouse Reclassification Batch | Select the Batch that is used for "Unplanned Move" and "Bulk Move" |
Physical Inventory Journals
Settings in Physical Inventory Journals |
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Physical Inventory Template | Select the Template that is used for "Count" and "Unplanned Count" |
Physical Inventory Batch | Select the batch name that is used for "Unplanned Count". Note: "Count" uses the batch you have marked as "Released For Mobile" |
Warehouse Physical Inventory Template | Select the Template that is used for "Count" and "Unplanned Count". The template is only used if the Location is configured to use "Directed Putaway and Pick" |
Warehouse Physical Inventory Batch | Select the batch name that is used for "Unplanned Count". Note: "Count" uses the batch you have marked as "Released For Mobile" |
File Storage
Refer to External Storage for 'Attach Image' for details about the settings included in this feature.
Page Actions
Create Document Types
This action can be run to recreate default data and to add custom Document Types, Mobile Messages etc. via event subscribers.
During initial installation of Tasklet Mobile WMS, foundational default data is created to enable mobile device communication with Business Central.
The default setup includes:
Document Types (mobile-to-BC interface definitions)
Mobile Group (WMS user group)
Menu Items (mobile device main menu)
Mobile Languages and Messages (localization support)
Enable Retention Policies
This action essentially prepares Mobile WMS tables for data retention management, helping organizations automatically clean up old data according to defined schedules.
Refer to Retention Policies for more information.
Next
Overview