11. Directed Movements

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11. Directed Movements

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The “Directed Movements” application is responsible for handling Inventory Movements and Warehouse Movements. Core features of this application include:

  • Lookup Lists for Movement documents
  • Specifying Quantity to Move
  • Changing Bins
  • Posting

You can access the Movement application from the Home screen by clicking the “Movement” link.  

Movement

When launched the Movement Lookup List page will be displayed.

Movement Lookup List

The Lookup List page allows you to either scan or select the Movement Document you wish to view.

Movements
Configuration: The maximum number of Documents that appear in this list is configured in the Warehouse Insight Setup page in NAV via the “Document Max List” property (defaults initially to 100).

Use the filter bar to filter the lookup list to specific Documents if required.

The Movement Lookup List can be filtered by typing into the Search Filter. The following data is supported for searching:

  • Document Number
    • Movement Documents that have a No. matching the filter will be displayed
  • External Document No.
    • Documents that have an External Document No. matching the filter will be displayed
  • Source No.
    • Documents that have a “Source No.” on the lines that match the filter will be displayed

If you have Logins enabled only documents that are un-assigned or explicitly assigned to the logged in user will be shown. If you wish to see all documents regardless of assignment the “Show All Documents” option must be checked on the Device Configuration page in NAV.

Extensibility: To further enhance or change the Lookup List logic you will need to override event: “WHSE ACTIVITY::GetDocumentList” (ID: 20008) to implement the required logic. However, the event is also used for Picks and Put-aways so additional care must be taken.

Movement Lookup List Columns

The Movement Lookup List can show the following columns.

Column Description
No. This will either be the Source number or Movement number. If the Device Configuration Card is set to “Use Source Doc.” column will always be the Source number. The Movement number can instead be referenced in the “Doc #” column if needed.
Document No. This will be the Movement number.
Assigned User ID The User ID the document is assigned to.
Due Date The activity lines “Due Date”.
Reference No. The activity lines “External Document No.”
Source No. The source document for the Movement.
Name This column will always be empty.
Barcode The generated barcode that will be used if a line is selected. This column does not usually need to be shown.

Movement Document

When a Movement is opened the application page will look like so:

Movements (Take)
Callout ID Description
1

The available menu options:

  • Close
  • Post
  • Print
  • Change Quantity
  • Enter Bin
  • Enter Item
  • Enter License Plate
  • Start/Stop License Plate
  • Hide/Show Completed
  • Change Bin
  • Switch Take/Place
  • Item Inquiry
  • Bin Inquiry
2 The Total Remaining Quantity or Lines to move for the document
3 Document number and related header information
4 The Document Lines
5  Quantity to Handle, Description and other Line details
6 Status bar indicating status messages or instructions
Extensibility: You may modify the columns shown by modifying the Device Columns for the event “WHSE ACTIVITY::GetDocument” (ID: 20001). However, the columns are currently shared across Picks and Put-aways so additional care must be taken.
Note: If you have Logins enabled on the handheld the Movement when opened may be automatically assigned to the user logged depending on the Device Configuration setting: “Assign Document”.

Moving Items

The standard process flow should be used when moving Items:

  • Scan the Bin to move from
  • Scan the Item to move
  • Enter the quantity to handle and Item Tracking Information (if required)

See General Document Handling for more information.

The Scan Behaviors page in NAV can also be further configured to control aspects of this process as well. For instance, it is possible to configure it such that a quantity dialog does not ever appear but instead increments the count by one, or to change the default quantity or unit of measure to move.

For more information about the Scan Behaviors consult the NAV Help.

Menus

The following menus are available by default for Movements. Menus may be added or removed as required from the Device Menus page in NAV under the “Application” Form with a selection of “MOVE_DOC” for the Application.

Close (Menu)

Closes the Movement document and brings the user back to the Lookup List page.

If a License Plate is currently being built the user will be prompted to print the label.

If auto post is enabled, then the document will be posted prior to closing.

Post (Menu)

Posts the Movement document. Users will be prompted to confirm that the post should occur.

Confirm

After posting of the document is complete the page will be closed, and the user brought back to the Lookup List page.

Extensibility: To extend or customize the post routine (Post + Print, etc.) you will need to override event: “WHSE ACTIVITY::Post” (ID: 20003). However, the event is also used for Picks and Put-aways so additional care must be taken.

Print (Menu)

This option his hidden by default but can be made visible via the Device Menus page in NAV.

Sends a request to NAV to print NAV any configured report(s). You can configure which reports are printed in the IWX Report Selections with the “Movement” or “Inv. Move” usage.

By default, the reports must be built with a top level DataItem of the type of document being printed. Example: Report “Movement List” (ID: 7301).

Note: For more information on Printing and Printer selections see the NAV help.

Change Quantity (Menu)

Launches the Quantity dialog for the selected line.

Enter Bin (Menu)

This option is hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the Bin that they wish to simulate scanning.

This option can be useful if Bin labels have become damaged or are inaccessible.

Note: It is usually more advisable to open the Bin Inquiry module (see menu options) and reprint the label.

Enter Item (Menu)

This option his hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the Item that they wish to simulate scanning.

This option can be useful if Item labels have become damaged or are no longer readable.

Note: It might be more advisable to open the Item Inquiry module (see menu options) and reprint the item label depending on downstream process requirements (e.g. further scanning or item handling may be required).

Enter License Plate (Menu)

This option his hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the License Plate number they wish to simulate scanning.

Note: License Plate labels can be reprinted via the License Plate module on the handhelds but will require exiting the application.

Start/Stop License Plating (Menu)

Will initiate a process flow in which Items are received and added to a License Plate.

Hide/Show Completed (Menu)

Toggles whether the received lines (those without Outstanding Quantity) are shown or hidden.

Note: The state of this menu option is saved when the application closes so that next time a Movement document is opened the hide/show state last used will be applied.

Change Bin (Menu)

Changes the Bin for the selected line.

Switch Take/Place (Menu)

Toggles whether the Take or Place lines are shown.

Configuration: Normally the user must handle both the “Take” and “Place” operations. However, if desired it is possible to not require processing of the Place lines by setting the Device Configuration “Auto Handle Move Placements” to true.

Item Inquiry (Menu)

Launches the Item Inquiry management screen pre-filtered to the selected line.

Bin Inquiry (Menu)

Launches the Bin Inquiry management screen pre-filtered to the active Bin.

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