There are 4 ways to process Warehouse Shipments.

1. Tablet Client – Paperless
2. Tablet Client – Barcode
3. Phone Client – Paperless
4. Phone Client – Barcode

Only the paperless scenarios allows you to create new Warehouse Shipments.

Tablet Client – Paperless

The role center have a stacks that shows the number of Warehouse Shipments created in the system.

When you selects one of the stacks a list pages will be opened that’s based on the Warehouse Shipments Header table. The list of Warehouse Shipments are based on the setup field in the Mobile Warehouse User Setup table named Show Activities, the field will have the following options; ‘All, Assigned, Assigned + Unassigned’. If the All option is set the page shows all the records, if the Assigned option is set the page will just show records where the Assigned User ID equals the user id, if the Assigned + Unassigned option is set the page will show all records where the Assigned User ID equals the user id plus all warehouse activities where the Assigned User ID is blank. Records assigned to the user have the No. field styled as ‘Attention’, records assigned to another user have the No. field styled as ‘Unfavorable’. The list is also filtered by location code the same way as standard Business Central (using the warehouse employee table).

When the user select one of the Warehouse Shipments the system checks the Assigned User ID, if it is blank it will be updated to the user id (this way the record is automatically assigned to the user that selects it), if it is a different user already assigned a confirmation dialog will be displayed asking ‘Warehouse Shipments is assigned to USER1 change the assignment to USER2?’ if No is selected the operation will be aborted if ‘Yes’ is selected the Assigned User ID will be changed. At the time of assignment, all the lines are updated with the Qty. to Handle set to 0 and the page to input data is displayed. The page to input data will for tablets is document type page where the header contains the header information plus data input fields and the lines contains the Warehouse Shipments Lines.

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The user can either input the information in the header and have the lines be populated or make changes to the lines.

When input the information in the header;

The Item Identifier field is used to input the item being processed, it can accept an item number, an item cross reference number, lot number, serial number or an item identifier (from the standard Business Central item identifier table). The Item Identifier field is something that’s common across the entire Naviona Mobile solutions wherever an item is to be entered.

When the quantity field is entered in the header the system checks if all required information is entered (e.g. if the item is lot tracked it will check if a lot number is entered, etc..), if so the corresponding line will be updated. If there are multiple lines with the same item/variant/lot/serial combination it will search to see if one of them matches the bin code, if so that one will be updated, if not the first line that matches the item/variant combination will be updated. The quantity, lot no., serial no. and bin code is updated on the line. After updating the line a confirmation messaged is displayed as ‘Line Updated!’ and the input fields in the header are be blanked out. If there are no more lines to update a confirmation massage saying ‘Post Warehouse Shipments?’ will be displayed. If the user selected ‘Yes’ the Warehouse Shipments will be posted. There is also an option to manually post the Warehouse Shipments if not all lines are to be processed.

Creation of Warehouse Shipments

The list page of the Warehouse Shipments have a ‘New’ option. When this is selected a new record is created and the Assigned to User ID field is populated automatically as well as the Location Code from the default Location Code of the Warehouse Employee and the same card page as above will be opened. On the card page is a function called ‘Get Source Document’ that will display a list of the Warehouse Requests the same way as the standard Business Central ‘Get Source Document’ function works. Once a warehouse request been created the lines will be populated and the shipment can be processed.

Tablet Client – Barcode

For the barcode driven process there are barcodes added to printouts.

When the barcode is scanned, the system will know what type of activity it is and what Warehouse Shipments it belongs to. The process described in the previous section will then start; the Assigned User ID will be updated and the same page as in the previous section will be opened.

Phone Client – Paperless

The paperless process for the phone client starts the same way as the paperless process of the table client; a stack on the role center is selected the list of Warehouse Shipments are displayed. The list is filtered the same way for the Tablet. When a user selected one of the Warehouse Shipments (which will assign the user to it) a new page displaying the lines for that Warehouse Shipments is displayed. On the list page of the Warehouse Shipments lines the user can then see what needs to be handled. When selecting one of the lines a page for data input will be opened. The input fields in the header works the same way as for the tablet described above.

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Phone Client – Barcode

For the barcode driven process there are barcodes added to printouts.

When the barcode is scanned, the system will know what type of activity it is and what Warehouse Shipments it belongs to. The process described in the previous section will then start; the Assigned User ID will be updated and the same page as in the previous section will be opened.

Functions

The functions on the Warehouse Shipments in the Mobile Solution mimics those that are part of the standard Business Central solution, with the addition of the Print Inventory Label and Capture functions. Those functions are described in separate articles here; Label Printing and Capture Pictures.

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