11. Directed Movements

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Note: For earlier versions of Warehouse Insight, find the documentation here.

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. When launched, the Movement Lookup List page is displayed.

Movement Lookup List

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

Movements
Note: The maximum number of documents that appear in this list is configured in the Warehouse Insight Setup page via the Document Max List property (defaults 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.

Note: 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. Caution must be taken as the event is used for Picks and Put-aways.

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, it will always be the Source number. The Movement number can instead be referenced in the Doc # column, if needed.
Document No. The Movement number.
Assigned User ID The User ID the document is assigned to.
Due Date The activity line’s due date.
Reference No. The activity line’s External Document No.
Source No. The source document for the Movement.
Name This column will always be empty.
Barcode The generated barcode that is used if a line is selected. This column does not 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.
Note: You may modify the columns shown by modifying the Device Columns for the event WHSE ACTIVITY::GetDocument (ID: 20001). Caution must be taken as the event is used for Picks and Put-aways.
Note: When opened, the movement when opened, may be automatically assigned to the user logged depending on the Assign Document Device Configuration setting if you have Logins enabled on the handheld.

Moving Items

Complete the standard process flow when moving items:

  1. Scan the bin to move from.
  2. Scan the item to move.
  3. Enter the quantity to handle and Item Tracking Information if required.

See the General Document Handling section on the Overview page for more information.

The Scan Behaviors page can be configured to control aspects of this process. For example, you can configure the quantity dialog to not appear but instead increment the count by one, or to change the default quantity or unit of measure to move.

Menus

The following menus are available by default for movements. Menus can be added or removed as required from the Device Menus page under the Application form with a selection of MOVE_DOC for the application.

Close (Menu)

Closes the Movement document and redirects to the Lookup List page. If a license plate is currently being built, the user is 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 are prompted to confirm the posting. After posting the document, the page closes and redirects the user to the Lookup List page.

Note: To extend or customize the post routine (Post + Print, etc.) you will need to override event WHSE ACTIVITY::Post (ID: 20003). Caution must be taken as the event is used for Picks and Put-aways.

Print (Menu)

This option is hidden by default but can be made visible via the Device Menus page. Print sends a request to print any configured reports. 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 (e.g., Report Movement List, ID: 7301).

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. Users are prompted to type in the bin that they need to simulate scanning. This option is useful if bin labels have become damaged or are inaccessible.

Note: We recommend opening the Bin Inquiry module (see menu options) and reprinting the label.

Enter Item (Menu)

This option is hidden by default but can be made visible via the Device Menus page. Users are prompted to type in the Item that they wish to simulate scanning. This option is useful if item labels have become damaged or are no longer readable.

Note: We recommend opening the Item Inquiry module (see menu options) and reprinting the item label depending on downstream process requirements (e.g., further scanning or item handling may be required).

Enter License Plate (Menu)

This option is hidden by default but can be made visible via the Device Menus page. Users are prompted to type in the license plate number they need to simulate scanning.

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

Start/Stop License Plating (Menu)

Initiates 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 is applied.

Change Bin (Menu)

Changes the bin for the selected line.

Switch Take/Place (Menu)

Toggles whether the Take or Place lines are shown.

Note: You must handle both the Take and Place operations. If needed, set the Device Configuration Auto Handle Move Placements to true to not require processing of the place lines.

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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