mobile wms - installation guide - microsoft …...title microsoft word - mobile wms - installation...

Mobile WMS Version 4.2

MOBILE WMS

Microsoft Dynamics 365

Business Central

Installation Guide

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Tasklet Factory |www.taskletfactory.com

INTRODUCTION This document describes how to install the Tasklet Factory Mobile WMS on Microsoft Dynamics 365 Business Central and make the basic configuration to get the solution up and running. When using Dynamics 365 Business Central, the installation will take about 30 minutes. The top-level steps in the procedure are:

1. Install or Gain access to Dynamics 365 Business Central (must be done in advance) 2. Import the “.app” extension file 3. Configure the solution in Dynamics 365 Business Central 4. Connect a mobile device (not covered by this manual)

PRE-REQUISITES

These are the pre-requisites for installing the Mobile WMS solution:

Access to https://university.taskletfactory.com Here you can download the Dynamics 365 Business Central extension and the related guides

SOFTWARE DEPENDENCIES

There are no dependencies.

DYNAMICS 365 BUSINESS CENTRAL LICENSE DEPENDENCIES

There are no dependencies.

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INSTALL MOBILE WMS This chapter explains how to import the Mobile WMS extension and make the basic configuration. You need the .app file containing the Mobile WMS extension to complete the installation.

Using the search function:

Search for “Extension” Select “Extension Management”

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Select the action “Upload Extension”

Press the arrow to Browse for the .app file

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Select Deploy to “Current version” Read and Accept the Disclaimer Select “Deploy”

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You can now monitor the status of deployment.

Select “Deployment Status”

Select the action “Refresh”

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Monitor the fields “Status” and “Summary”

When completed “Status” will be “Completed”

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BASIC CONFIGURATION

MOBILE WMS PAGES

Mobile WMS contains several setup Pages. To get an overview of the available setup pages:

Search for “Mobile” Select “Mobile WMS Setup” to begin

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SETUP DOCUMENT TYPES

The document types define the interface towards the mobile devices. Think of the document type as a function being called from the mobile device. Open the “Mobile WMS Setup” Page and click Actions -> “Create Document Types”

This creates the standard document types used by the Mobile WMS solution.

You can view the types by searching for “Mobile Document Types”.

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This action also assigns the “WMS” group to all Document Types.

The group controls who can use the document type. In a standard installation where all users have access to the same features you just need to add users to the WMS group.

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WEB SERVICE CONFIGURATION

The web service configuration is completed by executing action “Setup Web Service” from the page “Mobile WMS Setup”. The Action will create the relevant entry in page 810 (Web Services)

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The SOAP URL should be delivered to Tasklet Factory in order to create the configuration packets for the mobile devices.

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USER WEB ACCESS KEY

Currently, to gain access via a Dynamics 365 Business Central Web Service a “Web Access Key” needs to exist for the individual user who will use a mobile device.

The key is visible on the User Card.

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USER PERMISSIONS

The function “Create Document Types” also creates a permission set “MOBWMSUSER” that contains relevant permissions for using a mobile device. The permission set contains permissions to Tasklet Factory Mobile WMS tables and standard Dynamics 365 Business Central tables, that are not contained in the recommended permission sets.

The recommended permission sets that should be allocated to each mobile device user in order to perform processes available from the mobile device are:

MOBWMSUSER Mobile WMS User D 365 BASIC Dynamics 365 Basic Access BASIC Basic User (All Inclusive) INVT-ITEM JNL Create entries in item jnls. INVT-ITEM JNL, POST Post item journals INVT-ITEM/BOM Read items/BOMs/SKUs/entries INVT-PHYS INV JNL Taking a physical inventory INVT-TRANSFER Create transfer orders INVT-TRANSFER, POST Post transfer orders P&P-Q/O/I/R/C, POST Post purchase orders, etc. S&R-Q/O/I/R/C, POST Post sales orders, etc. WM-PERIODIC Whse. Mgt. periodic activities WM-R/PA/A/P/S Create receipt, put away, etc. WM-R/PA/A/P/S, POST Post receipt, put away,etc.

The permissions must revised when modifications to standard Dynamics 365 Business Central or Tasklet Factory objects are implemented.

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MOBILE USERS

All users of the mobile devices must be created as mobile users first. This is done using the “Mobile Users” Page.

The “User ID” is selected from the users created and maintained in Azure CSP (Cloud Solution Provider) portal (named users). When the users are added they must be assigned to a group.

For each user of the mobile device a language code can be specified.

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LANGUAGE SETUP

The language handling of Mobile WMS the consist of 3 areas

1. Message Language 2. Device Language 3. Messages from standard Dynamics 365 Business Central

MESSAGE LANGUAGE

All messages generated from Mobile WMS to the mobile device are represented by a message code.

For each message code a set of translation records can exist – one for each language. If a language code is not specified for a user or a message code is not existing for a message code, Mobile WMS will use English (ENU).

The function “Create Messages” creates a set messages for the selected language code.

Mobile WMS offers messages for English, Danish and German. If the selected language code is ‘DAN’ messages are created in Danish. If the selected language code is ‘DEU’ messages are created in german. Otherwise messages are created in English. NOTE: If other translations are needed, a set of messages can be created for eg. ‘CSY’. The created messages in english can be exported, translated and re-imported by using “RapidStart Services for Microsoft Dynamics 365 Business Central”

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Device Language

The device language code is used by mobile device to generate the front-end of the application. For each language code a Device Language Code can be specified.

I.e. note how “DEU” is mapped to Device language “DE” according to the table below.

The following device languages are supported by the Mobile WMS application by default. Others may be available on request.

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MESSAGES FROM STANDARD DYNAMICS 365 BUSINESS CENTRAL

All standard messages (eg. errors during postings) are sent ‘As-Is’ to the mobile device, and will use the language specified in Dynamics 365 Business Central setup.

NOTE: Confirm dialogs are not supported by web services and will generate an error on the mobile device.

Mobile Groups The mobile groups are configured using the “Mobile Groups” Page.

The group controls who can use the document type. In a standard installation where all users have access to the same features you just need to add users to the WMS group.

From this Page users can be added. It is also possible to control which menu items are available on the main menu of the mobile device.

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Mobile Menu The menu on the mobile device is controlled from Dynamics 365 Business Central. Each group can have a different menu that only shows the relevant features. The standard configuration gives access to all available menu items. Please remove the unwanted items before use.

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MOBILE WMS SETUP

Before the mobile devices can be used the “Mobile WMS Setup” screen must be reviewed. Here the general behavior is configured.

Here is an explanation of each field:

General ”Sort Order Pick”

This setting controls the sort order of pick orders. There are 3 options: - Worksheet - Item - Bin If work sheet is selected the order lines are sorted in the sequence defined when the order was created. A typical usage of this is to sort the lines according to bin ranking.

”Sort Order Put-away” Same as for Pick.

”Sort Order Movement” Same as for Pick.

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“Move Whse. Jnl. Template” This template is used to post unplanned movements from the mobile device. The template is only used if the Location where the unplanned move is performed is configured to use “Directed Put-away and Pick”. See below.

“Unplanned Move Batch Name” This name is used for the journal batch when the unplanned move is posted from the mobile device. The standard value to use is MOB_UPM. The name is only used if the location where the unplanned move is performed is configured to use “Directed Put-away and Pick”.

“Move Item Jnl. Template” This parameter is used by the Bulk Move feature

“Unpl. Item Jnl. Move Batch” This parameter is used by the Bulk Move feature

Use Base Unit of Measure If this check mark is set all quantities on the mobile device must be entered in the base unit of measure. If it is not set the quantities are entered in the unit of measure used on the order lines in Dynamics 365 Business Central.

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Enable Tote Picking If this check mark is set you will be able to pick multiple orders for multiple customers at the same time by scanning boxes to connect with the orders/customers.

Tote per This setting termins how the orders are connected with boxes. There are 3 options: - Destination No.

Tote per customer

- Source No. Tote per order

- Whse. Document No. Tote per shipment

Count “Inventory Journal Template”

Select the journal template that is used for physical inventory journals. The standard value is PHYS. INV.

“Whse Inventory Jnl Template” Select the journal template that is used for warehouse physical inventory journals. The standard value is PHYSINVT

“Unplanned Count Warning” This flag controls if the user should be warned when the unplanned count feature is used. If the warning is enabled the user will get a warning if the physical quantity exceeds the tolerance levels defined below.

“Count Warning Tolerance %” If the physical quantity exceeds this tolerance level the user will get a warning on the mobile device.

“Count Warning Min. Tolerance” The minimum tolerance prevents warning messages on items with a large difference in percentages, but only a small numerical difference. The difference must exceed this value before the warning is generated.

“Sort Order Count” Controls the way the count order is presented.

“Skip Whse. Unpl. Count Item Journal Post” If – and only if - the location uses “Directed Put-away and Pick”, this flag makes it possible post the warehouse entries generated by the unplanned count and adjust quantity, without posting item journal. Periodically “Calculate Whse. Adjustment” from an Item Journal must be executed and posted.

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UNINSTALL PROCEDURE

The Mobile WMS solution can be uninstalled by using the search function, search for “Extension”.

Select “Extension Management”

Select “Uninstall” and then select “Unpublish”

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BACKUP PROCEDURE There are no special backup procedures for the solution

mobile wms - installation guide - microsoft …...title microsoft word - mobile wms - installation...

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