Configure work type menu items

Completed

You can complete the following processes in the mobile device:

  1. Open the device.
  2. Access the menu.
  3. Enter data.
  4. Report and produce a journal.
  5. Perform a Report as finished job.

Mobile device menu items have three different categories:

  • Indirect - A list of Activity code options becomes available so that you can select the type of inquiry or activity that the menu item is for.

  • Work (Set Using existing work to No) - A list of Work creation process options becomes available.

  • Work (Set Using existing work to Yes) - Additional fields might be available for menu items, depending on the mode that you select for the menu item and whether the menu item is used to perform existing work.

If the Mode field for a menu item is set to Indirect, you can create a menu item to perform a general activity or inquiry that doesn't create work. Examples include reprinting license plate labels and an inquiry about the items in a location.

Screenshot of the Finance and Operations mobile device menu items page.

To set up mobile devices for production you should first add the following menu items:

  • Production pick
  • Start production order
  • Production put

Then, you add the menu items to the mobile device.

The following table shows a list of the menu item options for indirect activities:

Options Description
None This default value does not enable an activity or inquiry.
About View information about the system, such as the version number, warehouse ID, and the worker who is currently signed in.
Change warehouse Change the warehouse that a worker is signed in to.
Location inquiry View information about all items and quantities for a location.
License plate inquiry View the quantity of items on a license plate or pallet and the location of the license plate or pallet.
Start production order Start a production order.
Production scrap Enter the percentage of scrap that was created during production.
Production last pallet Indicate that the last pallet of items has been produced for a production order, and that the status of the production order must be updated to reported as finished.
Item inquiry Scan an item to determine its location in the warehouse. The inquiry returns all locations and quantities for the scanned item.
Reprint label Reprint a license plate label.
License plate build Create a parent license plate by combining multiple license plates in the same location. This is useful if you move multiple license plates at the same time. After the parent license plate is moved, you must perform a license plate break before you can pick items from each license plate.
License plate break Break up a license plate build so that you can pick items from the license plates that were in the build.
Driver check in If you’re using Transportation management, register that a driver has arrived and start the appointment. You can note the trailer number, tractor number, driver name, license number, and location.
Driver check out If you’re using Transportation management, register that a driver is ready to leave and then end the appointment. You can scan the ID of the load, shipment, and appointment.
Flush number sequence cache Delete number sequence numbers from the cache. A system administrator typically performs this activity.
Change batch disposition Select this check box to allow a worker to specify a batch disposition code for an item and batch. This selection will override the disposition code that is specified for the batch.

You can set up a menu item that creates work for another worker after an initial action is performed on the mobile device.

Screenshot of the Finance and Operations Mobile device menu items with Use existing work set to No.

For example, when one worker uses a mobile device to receive an item, put away work is created for another worker. To set up a menu item that creates work, on the Mobile device menu items page, in the Mode field, select Work.

The following table shows a list of the menu item options when you are not using existing work:

Work order Option Description
Purchase order Purchase order line receiving Receive and stage items for a purchase order line and create put away work for another worker.
Purchase order line receiving and put away Receive and put away items for a purchase order. The same worker can perform both actions. The Purchase order line receiving and Purchase order line receiving and put away processes are typically used with a printed receiving worksheet that contains a bar code for the purchase order line ID and the items and quantities.
Purchase order item receiving Receive and stage items for a purchase order by registering the SKU number for the item. Create put away work for another worker.
Purchase order item receiving and put away Receive an item for a purchase order by registering the SKU number for the item and then putting away the item. The same worker can perform both actions.
License plate receiving Receive an inbound load by using the license plate ID Receive an inbound load by using the license plate ID.
Return order Return order receiving Receive and stage items for a return order by registering the RMA number, and then create put away work for another worker. A license plate number and a disposition code must be specified for return order receipts.
Return order receiving and put away Receive and put away returned items. The same worker can perform both actions. A license plate number and a disposition code must be specified for return order receipts.
Transfer order Transfer order item receiving Receive and stage items for a transfer order, and then create put away work for another worker.
Transfer order item receiving and put away Receive and put away items for a transfer order. The same worker can perform both actions.
Transfer order line receiving Receive items for a transfer order line, and then create put away work for another worker.
Transfer order line receiving and put away Receive and put away items for a transfer order line. The same worker can perform both actions.
Production Report as finished Indicate that a production is finished.
Report as finished and put away Indicate that a production order has been processed and the items have been moved to a put away location.
Kanban Receive items for a Kanban, and then create put away work for another worker.
Kanban put away Receive and put away items for a Kanban. The same worker can perform both actions.
Inventory movement Movement Move items from one location to another. The worker specifies the location that the items are moved from and where they are moved to.
Quarantine Make damaged or missing inventory items unavailable for warehouse processes.
Movement by template Move items from one location to another in a semi-automated manner. The worker selects the location to move items from, and Microsoft Dynamics AX uses the location directive to determine where to move it to.
Warehouse transfer Transfer items from one warehouse to another.
Adjustment in Increase the quantity of items in inventory. Specify the location, license plate, item, quantity, unit of measure, and status of the inventory.
Adjustment out Reduce the quantity of items in inventory. Specify the location, license plate, item, quantity, unit of measure, and status of the inventory.
Cycle count Spot cycle counting Start a cycle count for a location. The worker must count all items in the location.

In addition to setting up menu items to create warehouse work, you can set up menu items to process work that has already been created. Set the Mode field to Work, and then select the Use existing work option.

Screenshot of the Finance and Operations Mobile device menu items with Use existing work set to Yes.

Some additional options then become available on the General tab. You can control access to the menu item by assigning one or more work classes on the Work class FastTab. The work classes define the work that the menu item can process. The work class can also be used to grant access to specific user roles or to separate processing for different types of operations. The following table describes the options that are available. The options can be chosen under the Directed by field on the Mobile device menu items page.

The following table shows a list of the menu item options when you are using existing work.

Options Description
None This default value does not process work.
System directed The system controls the type of work that is assigned to a worker and the sequence in which to perform it. When you select this option, you can select System-directed work to open the System-directed sorting order page, where you can specify the sequence of the work.
User directed The worker selects the work to perform and the sequence in which to perform it.
User grouping The worker manually groups work. This can be used, for example, when a worker can pick multiple items, such as pallets, and move the items to the put away location at the same time.
System grouping The system groups work for the worker based on a specified field. If you select this option, the following fields are required: System grouping field, where you select the field that the worker will scan to group the work, and the System grouping label field, where you enter text to inform the worker about what to scan to group the work. You can select System-directed work to open the System-directed sorting order page, where you can set up sorting criteria for the work. The sorting criteria control the order in which the worker will perform the work.
Validated user directed The worker selects the work to perform when the work is associated with a larger entity, such as a load or shipment. The worker determines the order in which to pick the items. If you select this option, you must select the following: Validated user directed field, where you select the field that the worker will scan to group the work, and the Validated user directed label field, where you enter the text that will inform the worker about where to scan when picking work is grouped by the system.
Cluster picking The worker groups work into clusters. Clusters enable workers to pick items from a single location for multiple work orders at the same time.
Cycle count grouping The worker selects a zone, work pool, or location, and the system will assign work based on the selection. If you select this option, you can also select Cycle counting to specify additional information to display and specify the number of times the worker must repeat the count if a difference is found.

Additional menu item options are available on the Mobile device menu items page. The options vary, depending on the process that you're configuring the menu item for. The following table describes these options.

Field Description
Allow splitting of work Select this option to let users put items for a work order into more than one target license plate. This option is useful when, for example, a target license plate is full, and the worker must add the remaining items to another license plate. The worker can select Full to indicate that the license plate is full and stop receiving picking work for it. The put location for the picked items is then displayed, and the picking work that has already been completed is moved to a new work order. The remaining picking work for the target license plate stays on the original work order.
Anchoring Select this option to let workers specify a location that overrides the suggested staging or loading location. All the remaining put away work is directed to the new location. This option is useful when, for example, a worker who must put items for order 1 in a staging location by Dock 1 can’t because a previous load hasn’t cleared the location. Instead of waiting for the Dock 1 staging location to become available, the worker can decide to use the staging location for Dock 2. In this case, the worker overrides the suggested staging location. The put location for all remaining items for the work order is then updated to the Dock 2 staging location. If you select this option, you must set the Anchor by field.
Anchor by If you're using anchoring, you must specify whether to anchor by shipment or by load.
Audit template ID Select the work audit template that will interrupt the work process for this menu item so that another operation can be performed. For example, if this menu item is for inbound work, the audit template might require that the worker check the temperature in the delivery container. The point at which the process is interrupted is specified on the audit template. This point can be, for example, when work is started or completed, or when its status changes.
Cluster profile ID Select the cluster profile to use for cluster picking. The cluster profile includes settings such as whether to create clusters automatically, the names of positions and the number of work units that they can be assigned, when to break clusters into individual units, and whether verification is required. This field is available only if Cluster picking is selected in the Directed by field.
Count total item quantity first Select this option to require that a worker count the total quantity first during a count. If a difference is found, the worker must provide additional information, such as the license plate number, batch number, and serial numbers.
Create movement Select this option to let a worker create work for a movement, but without requiring that the worker perform the work immediately. This option is useful if, for example, a quality inspection has been completed, and the inspector wants the item to be moved from the quality inspection area.
Directive code To use a specific location directive, select the directive code that is associated with the location directive. This field is available when you create work and the work creation process is Movement by template.
Disable cycle count thresholds Select this option to ignore the cycle count thresholds. If you select this option, cycle count work isn't created when threshold values are exceeded.
Display batch disposition code Select this option to display batch disposition codes. For example, you can display batch disposition codes when you receive a returned batch. Workers can then evaluate the status or quality of a batch and select the appropriate code. The rules on the batch disposition code determine whether the batch will be available to other warehouse processes. If you don't select this option, one of the following batch disposition codes is used: If you receive a new batch number, the default batch disposition code that is specified on the item model group, or the batch disposition code that is already assigned to the batch.
Display disposition code Select this option to display disposition codes. For example, you can display disposition codes when you receive return items. Workers can then evaluate the status or quality of the items and select the appropriate code. The rules on the disposition code determine whether the items will be available to other warehouse processes.
Display inventory status Select this option to display the status of items in inventory. This option is available for all menu items that use existing work, except cycle counting.
Display summary of pick screen Select this option to display a summary of picking work for the selected work order. The summary is displayed until the first work line is processed for the work order.
Generate license plate Select this option to generate a unique license plate number, based on the number sequence selection. For example, you can generate a license plate number for items that are received for purchase orders.
Group put away Select this option to group the put away work. This option is available when the work was grouped either by the worker or by Supply Chain Management. When the worker has finished all the picking work in the group, put away work is created for the same group.
Inventory adjustment types Select the inventory adjustment type that determines the inventory counting journal that is used to post the adjustment and whether to remove reservations. This field is available only for the Adjustment in or Adjustment out work creation process.
Override batch number Select this option to let workers who are reporting a quantity as finished for a production order enter a batch number that differs from the batch number that is assigned to the production order.
Override target license plate Select this option to let workers specify a target license plate number that differs from the suggested target license plate. Use this option when the first pick for a work order is for the entire quantity of an item on a license plate. This option is useful when, for example, a pallet is reused.
Pick and pack Select this option to let workers combine work for a sales order or load into a single work unit. A worker can perform work only for the sales order or load. This option is useful when, for example, you must increase a quantity for a sales order after the load, shipment, and work have been created for the sales order. This option is available when the menu item uses existing work, and the work is directed by the user or system.
Pick oldest batch Indicate whether the worker must pick the oldest batch in a location first. The following options are available: None – The worker can pick any batch in the location. The worker receives no message. Warn – The worker can pick any batch in the location, but he or she receives a warning message if a batch isn't the oldest batch. Force – The worker must pick the oldest batch in the location. The worker receives an error message if a batch isn't the oldest batch. This option is relevant only if Batch number is lower than Location in the reservation hierarchy that is assigned to the item.
Print label Select this option to let workers print license plate labels.
System grouping field Select the field that determines how Supply Chain Management will group picking work for workers. For example, if you select the ShipmentId field, the worker will scan the shipment ID to group the picking work. All work for the shipment is then assigned to the worker. This field requires that you create a menu item to use existing work that is grouped by the system. You must also enter text in the System grouping label field to instruct the worker on what to scan.
System grouping label Enter the text that will instruct the worker on what to scan when picking work is grouped by Supply Chain Management. For example, if you're using the ShipmentId field to group picking work by shipment, you might enter Shipment ID in the field. This field requires that you create a menu item to use existing work that is grouped by the system. You must also select the field to group by in the System grouping field.
Use default data Select this option to enable the Default data button on the Action Pane, where you can select fields to display data that a worker typically requires in his or her daily work. This option is useful if, for example, a worker often picks items from the same location. You can select the From location field to display the location by default.
Validated User Directed Field Select the field that the worker will scan to group the work. For example, if you select LoadId, a worker can pick any work that is associated with a selected load. You must also enter text in the Validated User Directed Label field to instruct the worker what to scan.
Validated User Directed Label Enter the text that will instruct the worker on what to scan when picking work is grouped by a validated user-directed field. For example, if you’re using the LoadId field to group picking work for a load, you might enter Load ID in the field.
Work template code Select the work template that will create the work for a process. For example, if you receive an item for a purchase order, the put away work will be generated based on the work template. If you don't select a work template, Supply Chain Management assigns a template based on query criteria. For more information on work templates, see Controlling warehouse work with work templates and location directives.

Require workers to confirm the product, location, or quantity when they pick items

You can set up work confirmations that require a worker to use a mobile device to register the location or quantity when he or she performs work in the warehouse. Work confirmations help guarantee that the worker is at the correct location or is handling the correct quantity of items. You can also enable Supply Chain Management to automatically confirm the worker's registration. If you enable automatic confirmation, you can't also require confirmations for location or quantity.

Work confirmations also include products and product variants. Additionally, you can register confirmations by scanning a bar code. To confirm products and product variants, you must enter an ID for the product or product variant. This ID can be a product ID, product search ID, external ID, Global Trade Identification Number (GTIN) code, or bar code. After you enter the ID or scan the bar code, the dimensions for the product variant are displayed on the mobile device.

The following table describes the various work types that you can use work confirmations with.

Option Description
Pick Require confirmation when items are picked.
Put Require confirmation when items are put in a location.
Counting Require confirmation during cycle counting.
Adjustments Require confirmation when inventory quantities are adjusted.
Custom Require confirmation for custom work.
Quarantine Require confirmation when items are moved to quarantine.
License plate building Require confirmation when items are consolidated to build a license plate.
Print Require confirmation when license plate labels are printed.
Status change Require confirmation when the status of inventory is changed.

You can require product confirmation for counting, pick, and put work types.

Configure app field names in the Warehousing app

You can define and configure the field names that are used in the app, as well as configure the priority to which the field names should be assigned.

Screenshot of the Finance and Operations Warehouse app field names list.

When using Warehousing on your mobile device, you can configure how metadata should be displayed on your device on the Warehouse app field names page. In a new company in Finance and Operations, select Create default setup to generate all field names that will be used in the warehouse mobile device workflows, and then assign a preferred input mode and input type to them.

After you have generated all field names, you can select the following input options:

  • Preferred input mode - This option defines whether a scanning field or a manual entry input field should be shown for the selected field name. This is useful to distinguish fields, depending on whether barcodes are used for the field. For field names with the preferred input mode set to Scanning, you can enter information manually if the barcode is unreadable or damaged.

  • Input type - This option defines what input type should be used for the selected field name. Four options are available:

    • Selection - Contains a list of options to choose from. Field names with this option are not editable.

    • Date - Field names specified as a date will show a date format with the label. This helps warehouse workers see in which format to enter the date. Field names with this option are not editable.

    • Alpha - If selected, the device keyboard will be used when workers are entering information manually in the app. The keyboard experience can be changed depending on which device is used.

    • Numeric - For field names that use numeric input only, you can select this option to display a custom numeric keypad with the input field instead of the device keyboard.

Configure warehouse app field priority

In the Warehouse app field priority page, you can put field names into different priority groups. This makes it possible to decide what information should be displayed on the main task page when warehouse workers perform tasks by using the app.

If you select Create default setup, a default set of priority groups will be generated. It is possible to create as many priority groups as needed, but only three priority groups will be shown on the task page. When Supply Chain Management sends metadata to the app, it will assign each field a relative priority depending on its priority group, and the app will display the first three priority groups that are contained in the metadata on the task page. The rest of the overflowing metadata will be displayed on a secondary details page.You can set up and maintain field priority by going to Warehouse management > Setup > Mobile device > Warehouse app field priority.

Example

The following is an example of five priority groups:

  • Priority 10 can be assigned to:

    • Item

    • Quantity

    • Unit of measure

  • Priority 20 can be assigned to:

    • Cluster position

    • Cluster

  • Priority 30 can be assigned to:

    • Item description
  • Priority 40 can be assigned to:

    • Configuration

    • Color

    • Size

    • Style

  • Priority 50 can be assigned to:

    • Location

    • License plate

When a warehouse worker is performing a task on a mobile device, the metadata that will be displayed in the app consists of the following fields:

  • Item

  • Quantity

  • Unit of measure

  • Item description

  • Size and Location

Based on the warehouse app field priority set up in this example, the following three rows of information will be displayed on the task page:

  • Row 1: Item, Quantity, Unit of measure

  • Row 2: Item description

  • Row 3: Size

The remaining metadata, for example, Location, will not be displayed on the task page, but will be displayed on a details page.