Ad Hoc Move journal batch options

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Ad Hoc Move journal batch options

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Module: Ad Hoc Move

Issue: Reclass (bin to bin move) entries being overwritten by another scanner.

Cause: Multiple scanners using the same Device/PDA Configuration Code, where a Reclass Journal Batch has been hardcoded.

Solution Options:

(1) Use Logins on the scanners and have the system match the Username to a preset User-specific journal batch (RECOMMENDED)

(2) Use scanner specific naming to have the system match the name of the scanner to a preset User-specific journal batch (Will only work if Logins are not in use)

(3) Create separate Device/PDA Configurations for each scanner, along with Device/PDA Configuration Code-specific journal batches (Less desirable method)

Solution 1 in detail

NOTE: This will require Logins to be turned on in advance. For instructions on using Logins with the scanners, please see the KB article detailing the use of Logins .

Steps to configure:

1) Create an Item Journal Template Batch that corresponds to each User that will be logging in on the scanner.  NOTE: Do not include the Domain.

a) In NAV, navigate to the Item Journal Templates page, and for the journal with a ‘Type’ of “Transfer”, choose ‘Batches’ from the Navigate tab of the ribbon. NOTE: Your Template may be called RECLASS as is shown in the screenshot, or may have another name, just ensure it has the correct ‘Type’.

Item Journal Templates

b) Create Batches for each User that will be logging in on the scanner. This should match the Username as it appears in the ‘Users’ section of NAV exactly, without the domain.

Item Journal Batches

2) Ensure the ‘Reclass Journal Batch’ field on the Device/PDA Configuration Card is blank. (Note: If the Location is using Directed Picks and Put-Aways, do this for the ‘Whse. Reclass Journal Batch’ field).

CALEB1

IMPORTANT:   Do not use a numerical value in the name of journal batches.  NAV will delete the batch and create a new one with the next number in line.  For example, if the User was called User1, and you set up a journal batch called User1 to match, after using it the first time, NAV would delete the batch and create a new one called User2. The User will no longer match the name of the batch and an error will occur.

Solution 2 in detail

NOTE: This will require that Logins are NOT in use.

Steps to configure:

1) Give each scanning device its own unique name.  This method will be different for each brand of scanner.  Please consult the user manual for your specific scanner for instructions on how to change the name of the device, or reach out to the vendor you purchased your scanners from for assistance.

2) Navigate to the Item Journal Templates Batches in the same way as is detailed above in ‘Solution (1) in detail’, part 1(a).

3) Create a Batch that matches each of the unique names you’ve assigned to the various scanners. (NOTE: See the above ‘Important’ warning re: using numerical values in the batch names).

4) Ensure the ‘Reclass Journal Batch’ field on the Device/PDA Configuration Card is blank (see part 2 above from the ‘Solution (1) in detail’ for further details).

Solution 3 in detail

NOTE: This will require that Logins are NOT in use.

Steps to configure:

1) Create a separate Device/PDA Configuration Card for each of the scanners, and set each scanners Device/PDA Code to one of these unique Codes:

WMDM PDA Configuration List

2) Ensure the ‘Reclass Journal Batch’ field on the Device/PDA Configuration Card is filled in with a unique batch name separate from the one being used on the other Device/PDA Configuration Cards. (Note: If the Location is using Directed Picks and Put-Aways, do this for the ‘Whse. Reclass Journal Batch’ field).

(NOTE: See the above ‘Important’ warning re: using numerical values in the batch names).

(NOTE: The name of the batch does not have to match the name of the Device/PDA Configuration Code)

CALEB 1
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