Quick and easy management for warehouse management with mobile devices

Module Description

The WMS app allows warehouse management via mobile devices, allowing the operator to move, put away and pick items by scanning labels and barcodes.

The views are simple and easily usable on stock Android devices.

Setup

ADCS Setup

To enable the use of the module, activation via the “Enable module” flag is required.

If this flag is not active, all the views required for setup are not visible in the menu.

The other required fields are:

• ADCS Location Code: Default location managed by terminal
• Barcode division character: required for managing the barcode separator read within the portal

Using the “Import/Export Miniforms” action you can import pre-configured miniforms or export a backup of those configured on the system:

Users

To log in from a mobile terminal, you need to enter the users on the “ADCS Users” page, which can be searched from the menu.

All users who need to access the portal will be encoded inside it.

• User ID: Enter your user name. We recommend a simple, easy-to-remember code, like a badge.
• Password: Enter the user's password
• Ignore Warehouse Employee - Allows you to skip the standard warehouse employee control checks, if necessary.
• Transfer to Location Code: used during item reclassification when not requested directly in the miniform
• Transfer to Location Code: used during item reclassification when not requested directly in the miniform
• Main Menu Miniform: Enter the main menu miniform if it is different from the one entered in the LOGIN miniform (see Miniform paragraph)
• Reclass. - Posting Def. Name and Reclass. - Accounting Batch Name: identify the batch for writing and recording item reclassifications.
• Intentary - Registration Def. Name and Inventory - Accounting Batch Name: These identify the batch for writing and recording the physical inventory.

Miniform

The views of the various pages displayed on the portal are configured within the miniforms.

Each miniform is a different page.

Header

The main fields are:

• Code and Description: indicate an identification code and a description
• Number of records in list: Identifies how many records are inserted into the view if the form type is list.
• Form type: type of miniform
  • Card: identifies a card
  • Selection List: Identifies a list-type or selection page. It usually has radio buttons, such as the Main Menu.
  • Data List: This is a page that displays a tabular list of contents.
  • Data List Input: This is a list of fields that require input information from users.
• Launch miniform: identifies whether the miniform is active and usable from the portal
• Codeunit for handling: Enter the object that will handle that miniform.
  • 70742694 - Log In
  • 70742695 - LogOff
  • 70742685 - Main Menu
  • 70742684 - Handler, process management
• Next miniform: Enter the code of the miniform that needs to be opened after the one you are automatically setting up after the user's selection.
• Display columns: number of columns visible on the portal screen
• Language code
• Ignore ADCS user location: Ignores locations managed on a single user and always takes those entered in miniforms.

Lines

Miniform rows identify the actual fields and information the user will see in the app.

Depending on the type of miniform, the lines will have to be inserted in different ways:

• Area: identifies in which part the action will be shown
  • Header: displayed at the top of the page
  • Body: central part of the page
  • Footer: displayed at the bottom of the page
• Field type
  • Text: free text field
  • Input: Data entered manually by the user. Entry can also be done by scanning barcodes.
  • Output: data automatically compiled by the system, usually following the validation of input data.
  • Asterisk: encrypted fields, such as the password in the login miniform
• Table No.: Enter the number of the data management table
• Field No.: choice of the table field in which the information will be managed
• Field Name and Field Length: automatically filled in when validating the Field No.
• Text: Enter the text or name of the field that will be displayed within the portal
• Call miniform: required to ensure that a new miniform is opened when that field is selected
• Validate related table: allows you to perform validation checks on the selected field upon field insertion.
• Allow blank: the field is not mandatory
• Keep when clearing: Allows you to keep the manually entered value filled in when the page is cleared.
• Parameter Type and Parameter: can be used to identify fixed location and placement to be proposed in the portal

Functionality

Login

On the initial login page, enter your username and password.

The password will be encrypted but you can see what was entered in the field using the eye on the right:

If the username and password are incorrect, this error will be displayed:

Otherwise the menu miniform will be shown.

Menu

The main menu will contain all the actions provided for the user.

Since it is possible to insert the menu miniform per user (see the ADCS Users chapter), this first page may be different depending on the login.

Inside the main menu miniform there is a “ Log Out ” action that allows the operator to return to the login page:

The user will choose the action to perform by clicking the appropriate button. The selected action will open the next miniform indicated in the "Call Miniform " field within BC:

THE FOLLOWING FEATURES ARE STANDARD IN THE ORIGINS APP, WITH LOCATION MANAGED BY BATCHES AND ITEMS WITHOUT VARIANTS WITH BATCH MANAGEMENT ENABLED.

Incoming put away

GENERAL SCENARIO:

The flow involves posting purchase receipts into the receiving bin from the Business Central client using the predefined function from the project flow.

The ADCS terminal and storage miniforms will allow for reclassification from the receiving bin to the warehouse bins.

MINIFORM SETUP IN BUSINESS CENTRAL:

The mobile terminal view will be:

The “From location ” and “ To location ” fields are pre-populated by the parameters set at the MAINMENU level.

The cursor will be positioned on the first field the user will have to fill in.

In this specific case, the barcode will consist of: Item_Lot. The field can be filled in using the keyboard or, if a barcode reader is available, it is possible to read the labels with a physical barcode. 

The barcode will automatically be composed into its components and the dedicated fields below will be filled in.

It is therefore necessary to indicate the destination warehouse location where the goods will be stored in the " To location " field. This field can also be filled in manually or with a barcode (for example, placed near the physical location):

Enter the quantity to be moved and then record the reclassification using the “ REGISTER ” button:

If the quantity indicated by the operator is greater than that available for the location, placement, item and lot, the system will display an error:

Conversely, it is also possible to carry out partial moves, especially if it is necessary to move the same item - batch to multiple destination locations.

When the movement is made, this message will be displayed and the page will go blank (except for the fixed data):

and an item reclassification will be automatically recorded in Business Central:

Internal movement

GENERAL SCENARIO:

This miniform can be used when internal warehouse movement between locations is required without a document being present.

MINIFORM SETUP IN BUSINESS CENTRAL:

Since this is a free movement, it is necessary to enter all the necessary data:

• Starting location
• Barcode
• Arrival location
• Amount

In this case, the location is always fixed, but if desired, by modifying the setups and miniforms, it is possible to allow the operator to also indicate both the departure and arrival locations:

If the quantity entered is greater than the quantity available in the bin for the item and the lot entered, an error will be returned.

As with other miniforms, when the movement has been made this message is displayed and the reclassification is visible in Business Central:

Stock of Items

GENERAL SCENARIO:

The warehouse operator needs to see where a specific item has been stored.

MINIFORM SETUP IN BUSINESS CENTRAL:

The only visible field in this miniform is the item code:

When entering it, which can be done either via optical reader or manual entry, a list will be displayed containing the following:

• Storage location
• Total quantity of the item stored in the above location

By choosing the location it is then possible to view which lots are present within the selected location.

Using the search bar you can filter the view to display only the locations you want:

The concatenation of one miniform after another is activated by the “Next Miniform” field filled in at the top of the miniform:

Stock Location

GENERAL SCENARIO:

The warehouse operator needs to see which items are stored in a specific location.

MINIFORM SETUP IN BUSINESS CENTRAL:

Compared to the previous miniform, here the Location Code will be visible as the only field:

Entering the location code will cause the system to display a list of all the items currently stored in it.

Here too, you can use the search bar to search for any desired item:

By selecting the single item line it is also possible to view the stored lots:

Shipment picking

GENERAL SCENARIO:

The integration of withdrawals per shipment includes the reading of cumulative shipments.

The intent is to, after having generated the cumulative shipments as per the project flow, pick the items indicated within the shipment itself in the quantities decided by the user in Business Central and entered in the "Quantity to ship" field.

Recording the pick from the WMS app will reclassify the item from its storage location to its shipping location.

Warehouse shipments read from the miniform have:

• Status = Released
• Location code = the one indicated in the MAIN MENU miniform
• Fully Fetched Flag = FALSE
• At least one line inside it

MINIFORM SETUP IN BUSINESS CENTRAL:

The list that opens shows in the rows the header of the cumulative shipments found within the system and which satisfy the filters reported above.

The information shown is:

• Cumulative shipment number
• The name of the shipping customer
• The registration date set in the header

If necessary, you can use the search bar at the top to filter the desired shipment.

Selecting a shipment opens a new screen where all its lines will be displayed.

Here will be shown:

• Item code to be collected
• Item Description
• Quantity to be withdrawn

By selecting a single row, you can pick the material by typing the item and batch code in the "Barcode" field or using an optical reader.

The system suggests the item with the oldest stock in the location code.

By clicking on record, a reclassification of the warehouse is performed from the location entered in the screen above to the shipping location indicated within the location in Business Central.

When the row is completely removed it is no longer shown in the rows to be removed screen:

Packing list

At the same time as picking the shipment, it is also possible to generate the packing list.

After entering the quantity, click "Create packing"; the packing list will be generated only if it isn't already present and linked to the cumulative shipment.

In the Barcode section on the next page, you can enter the pallet or package code, which must match the coding in the Packages table in Business Central. Based on the package entered, the system automatically determines whether it is a Pallet or a Package and populates the relevant fields, also creating a line in the packing list by detaching Package No. and setting the Package Type and Package Code.

At this time the packages/pallets are not created but the document line has not yet been associated.

Using the “Confirm” function, the document line will be associated with the package or pallet inserted into the miniform:

When a package is generated within the packing list, it will also be proposed as the default for picking subsequent rows.

If you do not want to assign all the lines to the same package, you can create new ones by clicking on "Create packing", first entering all the picking data (barcode and quantity to be picked) indicating the code of the new package in the barcode , even if it is the same as the old one.

In this case, a new Package No. / Pallet No. will be detached and the assignment will be made when recording the picking line.