Examples for Planned Functions. Planned functions use Header/Lines and a posting-routine

As opposed to Unplanned functions which are more "ad-hoc" operations.

Planned functions

Overview

Add Actions

How-to: Add action to Order Line menu — Add a new Unplanned Function as action on Pick Lines.

Filter and Sort

Filter or Sort Orders
- How-to: Filter Orders - Complex — Examples for including/excluding orders using complex per-document filtering
- How-to: Sorting of Orders — Examples of sorting Order list
- Case: Filter Receipts based on Comments — The user wants to filter Receipts on whether they have comments or not
- Case: Filter Inventory Movements of Asmbl. Orders for specific Sales Order — The user wants to filter Warehouse Documents on specific Sales Order number, using the existing Planned Movements function.
- How-to: Filter Orders — Examples for including/excluding orders using basic filtering
Filter or Sort Order Lines
- How-to: Filter Order Lines — Examples of filtering Order Lines .
- How-to: Sorting of Order Lines — Examples of sorting Order Lines.
- Case: Show G/L Account Lines and Non-Inventory Items on Receive and Pick — Allow Receipt and Pick of Non-Inventory items i.e. Service Items

Using Headers

How-to: Create header — How to create a new Header for Planned Functions for filtering order/documents.
- Header Fields — Short examples of Header fields
How-to: Modify header — Modify headers. Filter (planned function Orders and Lookups) or input data (unplanned functions).

Display Information

How-to: Display an Error dialog — You want to stop the process and return display a message to the user
How-to: Display a Confirm dialog (ForceWarning) — You want to prompt the user to Confirm a message.
How-to: Modify DisplayLines — Additional text displayed on a List.
How-to: Modify HeaderLabel and HeaderValue — Modify text in the top of Order Lines
How-to: Delayed search when opening lists on Mobile Device (always scan a Document No.) — Scan a Document No. when opening a page to improve performance in very long lists.
Case: Display breakbulk information when posting breakbulk lines automatically — Display addtional breakbulk information during picks, when breakbulk lines is otherwise hidden due to "Mobile WMS Setup"."Post breakbulk lines automatically".

Collecting Steps

How-to: Add Header Step — Add Steps to be displayed on the mobile device before posting (the Order).
How-to: Add Header Step (ImageCapture Step) — Interrupts posting in Pick and adds an extra Header (ImageCapture) Step.
How-to: Add Header Steps (dynamically return steps on posting) — Dynamically add extra steps by interrupting posting to collect steps based on values from previous steps.
How-to: Add Line Step — Add Steps to be displayed during a line registration on planned functions
How-to: Add Line Step (TypeAndQuantity) — After pressing 'Post' an extra step of type TypeAndQuantity is added, to gather Package types in Pick.
How-to: Modify Custom Line Step dynamically
How-to: Modify Package Number step — Modify Package Number step in Planned functions.
Case: Add Line Step (ExpirationDate) — Collect ExpirationDate in a custom text step.
Case: Add Line Steps to Warehouse Receipts — A customer wishes to start using Item NetWeight and -GrossWeight, but have currently no values registered at the Item Card.
Case: Add Header Step (Shipping Agent Service Code) — Ask the user for what Shipping Agent and Service Code during Warehouse pick posting
Case: Add Header Step to inbound goods documents (Text Step) — When receiving goods, a new text collector step must be added for the user to enter comments about goods being damaged etc.
Case: Add Header Step to inbound goods documents (Signature Step) — The warehouse employee must sign inbound goods (signature step).
Case: Add Header Step Posting Date to Production Consumption and Output — A customer wishes to allow mobile users to specify the posting date when posting Production Consumption and Output from the mobile device.

Make Registrations

How-to: Register Quantity By Scan — You want to scan the Quantity . Either one piece or have the system calculate quantity based on "Item Cross Reference".
How-to: Register continuously on same line (RewindToStepOnIncompleteLine) — Register partial quantities for the same line without leaving the line.
How-to: Register Quantity By Multiplication (enableMultiplier) — You want to scan the Quantity multiplier and then manually type the quantity to automatically calculate the total quantity to register.
How-to: Online Validation for Line step — Online Validation on Steps can instantly validate the user data, with a call to BC.
- How-to: Standard Online Validation — The system comes with a few predefined common online validation options.
- Case: Return Quantity based on scanned lot number — In the planned pick process, the customer want to scan a lot number and get the quantity on inventory proposed in the quantity step.
How-to: Select Line and set default Step values (LineSelection) — The LineSelection functionality makes it possible to:
How-to: Select Line from Custom Barcode
How-to: Conditional Tote Picking
How-to: Group matching order lines (GroupBy) — Group matching order lines with the same values and remove redundant line selection and registrations.
Case: Register large picks of sequential serial numbers — Customize picking with serial numbers to request a Quantity and Serial Number sequence start number to avoid scanning each serial number individually.

Post Registrations

How-to: Aut. Post After Each Registration (PostingTrigger) — You want to automatically trigger posting for each complete registration.
How-to: Change Registrations Before Posting — Fix registrations received from the mobile device before processing them
How-to: Assign Lot No. from Number Series during Production Output posting — Suggest a new LotNumber from associated "Lot No.s" number series for output item.

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