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Description

The Put-away module is accessed from the main menu seen on the screenshot. 

When the user activates the Put-away module an empty order list screen is displayed with the filter opened.

Overview

Mobile: Put-away items

The Put-away module is accessed from the main menu seen in the screenshot.




Mobile: Put-away Order filters

When the user activates the Put-away module an empty order list screen is displayed with the filter opened. 

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.


  • 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. An example of this could be to add a filter for a reference number/order number.

      The filter can be opened at any time, on the order list screen, by clicking the filter icon in the top right corner.


When the user clicks the <Apply> button the mobile device will show the list of available orders. 


Mobile: Put-away Order list

The order list shows the available Put-aways 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 Put-aways
  • Inventory Put-aways

The work process on the mobile device is identical for all order types.




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 Put-away. 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

  • Open - Opens the selected order

  • Update - Gets the latest orders

  • Release - Unlocks a locked order

  • Cancel - Closes the menu



Mobile: Put-away Order lines

When the order lines have been downloaded to the mobile device the order lines can be registered while the mobile device is disconnected from the server. An example of this is if the mobile device is used in an area without wireless network coverage (e.g. inside a container).

This screen shows the order lines for the selected order. In this case, it's for Put-away order PU000003 and there are 5 order lines.

The main work process is:

  1. Scan one of the 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



Selecting an order line
The fastest and most reliable way to select an order line is to scan the barcode of an item.

If the barcode is not available, the user can simply touch the line twice. On devices with a physical keyboard, the up/down arrows can be used, opening the order line by pressing the enter button. This starts the registration process for the order line.


Registering bins

When the item is Put-away the user must register the bin where the item is placed.

If a bin is suggested by Business Central the user must validate that the items are placed in 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 can register 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.

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.


Notes

Registering Lot numbers
The Lot number tracking works the same way as for 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 Receiving orders.

Registering the quantity
The quantity registrations works the same way as for Receiving orders.

Menu options
The menu options are the same as for 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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