Table of Contents |
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Info |
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The various settings outlined below will change the behavior of the application or the data that is displayed. |
The text describing a setting will change depending on the settings value selected.
1. Switch the toggle to the left side to set it to the Off/False position (Grey).
2. Switch the toggle to the right to set it to the On/True position (Green).
General Settings
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Set the changes in General Settings accordingly, by switching the toggle positions and completing the text input. |
Setting | Type | Value |
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General | ||
Input field autofocus | Toggle | On: When an input screen is accessed, the application automatically moves the cursor to the first input field. Off: App will not autofocus. |
Use Default Warehouse Code | Toggle | On: Defaults the warehouse code in all screens that require a warehouse input. Off: Warehouse code must be entered, scanned or select where required. |
Warehouse Code | Text Input | Defaults the warehouse code in all screens that require a warehouse input if the setting above is Active |
Lock User and Employee To 1-to-1 Relationship | Toggle | On: Defaults Employee ID to the one specified in User Account Maintenance for the signed in User in a selected Company. Employee ID entry field is disabled. Off: Any valid Employee ID in a selected Company can be entered |
Epicor Function API Key | Text Input | |
Use MES Menu Security | On: Will use MES Menu Security permissions as set up in MES Menu Security maintenance in Epicor Off: Will use employee role permissions NOTE: This setting is only available for Epicor 10.2.700.7 and above with EMWW version 3.29.0 and above | |
External Authentication Signing Out | Toggle | Users will be signed out from external authentication services when they close EKW |
Home View | ||
Production Worker Interface | Toggle | On: Displays the production activity of the user on the homepage. Off: Production activity is not displayed. |
Printer | ||
Auto submit SSRS Printer settings when only one printer is configured | Toggle | On: Print jobs are automatically submitted with, default settings, when only one SSRS printer is configured. CONFIGURE SSRS REPORTS form is not shown to the uses Off: User is presented with CONFIGURE SSRS PRINTER form where printer can be selected, page properties set or report send via e-mail. |
Do not print labels by default when generating PCID | Toggle | On: Will not print labels when generating PCID Off: Labels are printed by default |
Cycle Count | ||
Confirm existing tags when generating new tag in Cycle Count Extended | Toggle | On: User must confirm against returned tags before generating new tag. Off: New tag will immediately generate on click. |
Allow users to void blank tags | Toggle | On: Users are able to void blank tags Off: Users cannot void blank tags |
Roaming Settings
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Roaming Settings allows a Security Manager to configure all the settings for a User/Employee to follow them across multiple devices and are loaded upon login. |
Options selected in the Settings section of the applications are stored for each Company and application version.
Personal information such as custom Material Queue queries and Favourites are stored for each Employee per Company and application version.
Only UD tables (User Defined) that contain no data will be available for selection in the Drop-down list.
Material Query Settings
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Allows users to create/edit a filtered/sorted view of data in the Material Queue list. The app adds the created view to the main menu as a child to the Custom Mtl Queries menu Item. Existing records filters and sort orders are displayed. |
You can create a statement from the functions and drop downs provided in the add/edit filter screen. The column field relates to column names in the material queue table. Columns can be added to the filter by selecting one from the list, or with 'Custom Column check box selected, any valid field present in material queue table, including UD fields, can be entered The operator has the choice of 6 different operators. If you require more than one filter in the query, simply add a new filter and use the join option (AND/OR) to specify how the 2 statement lines interact. Nested joins can be created using the open/close bracket.
1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
2. Under the Main Menu, tap on Settings and select Mtl Query.
3. In the Mtl Query screen, tap on NEW QUERY.
4. Enter a Query/Filter Name in the Filter Name field and tap on SAVE.
5. Select an existing Filter or Sort Order to edit.
User can click NEW FILTER, NEW SORT or DELETE.
6. In the Add screen, apply the necessary filter changes to be shown in a query.
When a query is selected, in the Add/Edit Filter screen, ticking on the “Show in Form” check-box will activate the “Value Required” check-box.
Selecting the “Value Required” check-box is optional. However, when selected, a query will not be executed unless a value is provided.
Warning |
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The second screenshot will show a query that fails to be executed when the value is not provided in the form. |
Tap on SAVE to apply the changes to the query.
Receipt Settings
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Set the changes in Receipt Settings accordingly, by switching the toggle positions |
Setting | Type | Value |
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PO Receipt | ||
Set quantity to remaining | Toggle | On: Qty equals remaining qty. Off: Qty equals zero. The user will be required to enter or scan the qty received. |
Assign part default location | Toggle | On: The receipt line on opening will automatically default to the parts default warehouse and bin. Off: The receipt line location will be set to the Site default receiving warehouse and bin location. |
Prevent scans changing quantity | Toggle | On: Scans won't change the qty field. Off: Scans will change the qty field. |
Hide existing packslip warning | Toggle | On: When existing packslip is entered, a warning message is hidden from the user and they progress with the transaction. Off: When existing packslip is entered, a warning message is shown to the user. They must confirm they wish to use the existing packslip before progressing. |
Default print PO receipt label | Toggle | On: Print PO receipt label is on by default. Off: Print PO receipt label is off by default. |
Leave Received Lines State to Arrived | Toggle | On: PO Receipt Lines are left as Arrived. Off: PO Receipt Lines are automatically set as received. |
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Pre-fill last-used PCID for Orders | Toggle | On: Active Off: Inactive |
Container Receipt | ||
Set quantity to remaining | Toggle | On: The Qty field will display the amount outstanding on the receipt line. Off: Qty equals zero. |
Assign part default location | Toggle | On: The receipt line on opening will automatically default to the parts default warehouse and bin. Off: The receipt line location will be set to the Site default receiving warehouse and bin location. |
Prevent scans changing quantity | Toggle | On: Scans won't change the qty field. Off: Scans will change the qty field. |
Default print container receipt label | Toggle | On: Print container receipt label is on by default. Off: Print container receipt label is off by default. |
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Disable Receive All button on Container Receipt screen | Toggle | On: Receive All button is disabled Off: Receive All button is enabled |
Inter Company Receipt | ||
Set all lines location to part default location | Toggle | On: The receipt line on opening will automatically default to the parts default warehouse and bin. Off: The receipt line location will be set to the Site default receiving warehouse and bin location. |
Job Receipt | ||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Filter to bin by current product | Toggle | |
Scan by assembly sequence | Toggle | On: Scanning by assembly sequence number. Off: Scanning by part number. |
Scan by material sequence | Toggle | On: Scanning by material sequence number. Off: Scanning by part number. |
PCID Receipt | ||
Set Default Input Tab to PCID | Toggle | On: Default input tab is by PCID. Off: Default input tab is by Job Number. |
Labor Settings
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Use the Labor Settings to apply defaults to the labor Activity screen. |
Setting | Type | Value |
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End Activity | ||
Pre-fill the End Activity Quantity | Toggle | On: End Activity quantity will be pre-filled with the required quantity. Off: End Activity quantity will be set as 0 by default. |
Default-enable the Request Move Flag | Toggle | On: On opening the End activity form the Request Move flag is set to true. Off: On opening the End activity form the Request Move flag is set to false. |
Shipping Settings
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Use the Shipping Setting to apply defaults to the outbound Shipping operation screens. |
Setting | Type | Value |
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PackOut Settings | ||
Over packing control mode | Drop-down List | None: Lets you override the system limit of Stock on Hand without warning you. Warn: Warns you that you are about to take more stock then the system has On hand. Stop: Stops you from selecting a quantity that is greater than the systems Stock on Hand. Requires user to investigate the discrepancy and do a Stock Adjustment. |
Multiscan barcode format | Drop-down List | Various combinations of Barcodes |
Auto Quantity checkbox default value | Toggle | On: Auto Quantity will be checked Off: Auto Quantity will be unchecked |
Auto save transaction when using Auto Quantity | Toggle | On: Transaction will be attempted to be processed when Auto Quantity checkbox is enabled, and the part entered is not lot or serially tracked Off: Transaction will not be automatically processed |
Auto apply ship via code of the order being packed | Toggle | On: Order ship via code will be applied when the shipment has an empty ship via code. Off: Ship via is a required field for the shipment record and will need to be entered before it could be saved. |
Require part scan validation | Toggle | On: Cannot save without scan Off: Can save without scan |
Require lot scan validation | Toggle | On: Cannot save without scan Off: Can save without scan |
Require bin scan validation | Toggle | On: Cannot save without scan Off: Can save without scan |
Part number search modal fields | Toggle | On: Part number search modal will display the part number, remaining quantity/total quantity, the line, and the rel associated with the part Off: Part number search modal will only display a unique part number field when searching the part number |
Auto-focus quantity field | Toggle | On: Will auto-focus quantity when part is selected ( The following condition need to be satisfied for the feature to work
(Will work with multi scan that uniquely identifies line and release numbers)) Off: Will not auto-focus quantity when part is selected |
Transfer Order Settings | ||
Set quantity to remaining | Toggle | On: The Qty field will display the amount outstanding on the shipment line. Off: Will display a 0 in the Qty field. The user will be required to enter or scan the qty shipped. |
Picked Order Settings | ||
Part Number Scan Mode | Drop-down List | 1 - Select one line with the matching part number, in the first order that contains it. 2 - Select all lines that have that part number, regardless of which order they are in. 3 - Select all lines for all orders that contain that part number. |
Manual Selection Mode | Toggle | On: Selecting a line manually will select all lines for that order. Off: Selecting a line manually will only select the individual line. |
Picked Items Verification | Toggle | On: Will verify and alert if there needs to be more processing to be done in picked items in an orderOff: Will not verify and alert if there needs to be more processing to be done in picked items in an orderWarn user if order has been under picked or not all parts of an order have been selected Off: Picked items are not verified when processing |
Customer Shipment Settings | ||
Disable Ship button on Customer Shipment screen | Toggle | On: Ship button is disabled Off: Ship button is not disabled |
Proof of Delivery Settings
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Use Proof Of Delivery Settings to define parameters for transferring files (pictures, signature images, locally stored files) from the device to the server. |
To successfully transfer files to cloud hosted EPICOR servers, the Document Type selected must be based on correctly configured Google Drive or DropBox Storage Type.
Refer to the relevant Epicor documentation:
102600_AttachmentTypeMaint.pdf
102600_EnterpriseContentMngmt.pdf
Setting | Type | Value |
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General | ||
Image Quality | Drop-down List | Set the image quality of the file to be saved |
File Type | Drop-down List | Set the image file type to be created for captured pictures and signatures. Only selected file type file will be able to attached from local storage. |
Signature Document Type | Multi-selection | Out of the Epicor defined Document Types sets ones that are to be used when attaching Signatures |
Picture Document Type | Multi-selection | Out of the Epicor defined Document Types sets ones that are to be used when attaching Pictures |
File Document Type | Multi-selection | Out of the Epicor defined Document Types sets ones that are to be used when attaching local File |
Depot Address | text box | Trip start address used in route optimization |
Issues and Return Settings
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Set the changes in Issues and Return Settings accordingly, by switching the toggle positions. Settings apply across all material queue forms. |
Setting | Type | Value |
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General | ||
Set quantity to remaining | Toggle | On: The quantity will be automatically displayed with the quantity remaining for picking. The user does not need to modify the quantity before saving. Off: The quantity will be set to 0. This means the user is required to key in or scan the quantity that they are issuing. |
Prevent scans changing quantity | Toggle | On: Scans won't change the qty field. Off: Scans will change the qty field. |
Pre-fill last-used PCID for Orders | Toggle | On: The last used PCID is saved on the device and will be input into the PCID field the next item picked. Off: The user will need to scan or manually set for each pick. |
Prevent overpicking on 'xxx-SHP' type material queue items | Toggle | On: Overpicking is not allowed. Off: Overpicking is allowed. |
Require part or PCID scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Scan by assembly sequence | Toggle | On: Scanning by assembly sequence number. Off: Scanning by part number. |
Scan by material sequence | Toggle | On: Scanning by material sequence number. Off: Scanning by part number. |
Automatically fill form with From PCID information | Toggle | On: Prefilling information using the From PCID. Off: Default |
Material queue employee warehouse group filtering | Toggle | On: Material queue will only display items that are assigned to current employee's warehouse group Off: Inactive |
Filter To Bin by current product | Toggle | On: To Bin search will initially display only bins containing the current part Off: To Bin search will initially display all bins and not filter by current part |
Extended Outbound Order Search Modal | Toggle | On: Add Ship Via and Ship By Date columns Off: Use default search modal |
Disable Paging on Issue Material, Materials Tab | Toggle | On: All records displayed in a list Off: Paging is enabled |
Process Issue or Return (Outbound) | ||
Prevent scans changing quantity - Outbound | Toggle | Scans will change the qty field for Outbound Orders |
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Prompt to navigate to Picked Orders on Mu Outbound Order processing completion | Toggle | On: Do not prompt and Stay on Lines tab Off: Prompt to navigate to Picked Orders |
Process Issue or Return (Inbound) | ||
Prevent scans changing quantity - Inbound | Toggle | Scans will change the qty field for Inbound Orders |
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Issue Miscellaneous Material | ||
Automatically apply last successful warehouse, bin and reason to next transaction | Toggle | On: Keeps the Warehouse, bin and reason code stored in the field for the next transaction. Off: No fields are held on memory for the next scan. |
Return Miscellaneous Material | ||
Automatically apply last successful warehouse, bin and reason to next transaction | Toggle | On: Keeps the Warehouse, bin and reason code stored in the field for the next transaction. Off: No fields are held on memory for the next scan. |
Unpick Sales Order | ||
PCID Default Input | Toggle | On: PCID is the default input. Off: Order Number is the default input. |
Unpick Transfer Order | ||
PCID Default Input | Toggle | On: PCID is the default input. Off: Order Number is the default input. |
Configure Barcodes Settings
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The Configure Barcodes Settings allows the user to assign a barcode on a part container directly to a Part UOM barcode in Epicor. |
1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
2. Under the Main Menu, tap on Settings and select Configure Barcodes.
3. Enter the Part Number in the Part Number field.
4. Alternatively, tap on the list icon beside the Part Number fieldto select from a list, or tap on the filter icon to filter selection, and select the appropriate Part Number.
5. Scan the barcode or manually enter the barcode for the parts various UOM's.
6. Click on SAVE.
Scanner Settings
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Set the changes in Scanner Settings accordingly, by switching the toggle positions. |
Scan incrementor
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The Scan Incrementor allows to scan items using a physical barcode scanner. This will aid in counting items and fulfilling the required quantity in forms. Enabling the Scan Incrementor is found in the Scanner Settings |
1. In the Process tab, there will be a Required Qty (Required Quantity) shown as to how many items are needed to be in the Quantity field.
2. Tap on the Quantity field and scan an item using a barcode scanner.
3. The Scan Incrementer page will show up to indicate how many quantities are scanned of each item.
Setting | Type | Value |
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General | ||
Camera Barcode Scan Mode | Toggle | On: Clicking the active navigation tab will open the camera barcode scanner. Off: Standard behaviour. |
Scan quantity field as number | Toggle | On: Scan will be treated as a literal value and assign to quantity field. Off: Scan will be treated as a product code and invoke the scan increment module. |
Deactivate all scan increment functionality | Toggle | On: Scan increment functionality is stopped on all pages. Off: Standard behaviour. |
Serial Entry | ||
Auto-open Entry When Qty Changes | Toggle | On: App will open serial entry. Off: App will not auto open serial entry. |
Bar Codes | ||
Handle GS1-128 barcodes using industry standard format | Toggle | On: GS1-128 barcodes will process using application identifiers. Off: GS1-128 barcodes will read as raw string. |
Dividing character(s) for multi-ID barcodes | Textbox | Enter a character used to separate multi-ID barcodes |
Use Honeywell default internal scanner barcode settings (Honeywell scanners only) | Toggle | On: Active Off: Inactive |
Template | ||
Select Page for Entering Multi-Value Template | Drop-down List | Currently only used for PO Receipt > Entry. This will be expanded in future versions. |
Template Base variables : poNum packSlip | Textbox | The Template field supports Fixed and Dynamic Template and GS1 format. This is a configurable value for Fixed or Dynamic barcode templates. Example: fixed:${poNum}~${IGNORE}~${packSlip} dynamic:#01${poNum}#,#02${packSlip}# See APPENDIX B for detail on how templates are created and interpreted Note: Refer to Advanced Settings Page for the templates as well as the specific applicable pages this setting applies to. |
Location Template | Textbox | The Location Template field supports Fixed and Dynamic Template and GS1 format. Location Templates are templates of values that are going to be applicable for Warehouse and Bin combinations. With a single scan, the Location Template will be able to populate the Warehouse Code and Bin Number field values. Note: Refer to Advanced Settings Page for the templates as well as the specific applicable pages this setting applies to. |
Extended Template | Textbox | When additional variables are included in the template application will use their values, after PO Number and Pack Slip identify all lines to be received on the PO, to :
As per standard template both fixed or dynamic template paterns can be used. |
Scan Validation Settings
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Set the changes in Scan Validation Settings accordingly, by switching the toggle positions. |
Setting | Type | Value |
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PO Receipt | ||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Container Receipt | ||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Job Receipt | ||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Process Issue or Return (Outbound) | ||
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Process Issue or Return (Inbound) | ||
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Process Issue or Return | ||
Require part or PCID scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Customer Shipment | ||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Inventory Settings
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Set the changes in Inventory Settings accordingly, by switching the toggle positions and completing the text input. |
Setting | Type | Value |
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Move Inventory | ||
To Lot Number | Toggle | On: The To Lot field will be automatically prefilled with the From Lot value and next lot button is disabled. Off: The To Lot field can be edited and the next lot button is enabled. |
Adjust Inventory | ||
Enable AdHoc Count | Toggle | On: Appropriate inventory adjustment will be made to reflect entered counted quantity Off: Quantity entered treated as regular adjustment quantity |
Employee Default Warehouse Code | Text | |
Remember Reason Code | Toggle | On: The previously used Reason code will be used for subsequent transactions Off: Specified default ad hoc reason will be used |
Default AdHoc Count Reason Code | Text |
Scan Sequencing
1.Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
2. Under the Main Menu, tap on Settings and select Scan Sequencing.
3. Select the page to apply the scan sequencing to.
Scan sequencing is only currently available for:
My Material Queue/My Outbound Orders > Process
Lot Attribute Modal
4. Select the appropriate Available Rows to use for the sequencing and tap SAVE.
5. A message will confirm if the sequence has been successfully saved.
6. Change the order sequence by tapping on Re-order and use the arrows to set the preferred sequence and tap SAVE.
7. A message will confirm if the order of the sequence has been successfully saved.
Part Pictures
1.Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
2. Under Settings, select Part Pictures.
a. Enter in or scan the Part Number in the Part Number field.
b. Alternatively, tap on the list icon beside the Part Number fieldto select from a list, or tap on the filter icon to filter selection, and select the appropriate Part Number.
3. Click on Process to update the image used.
4. Tap on Retake to access the camera and replace the current image used.
5. Tap on Remove to remove the current image used.
6. Tap on Add Photo to access the camera and take a new photo to replace the previous photo.
Wireless Scanner
Introduction: Devices running Android 7.0 or above can support Honeywell 8680i BT wireless “ring“ scanner configured in Serial BLE mode
Note |
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Note: If it is not in Serial BLE mode, scan this with the 8680i: |
1. To pair the Honeywell 8680i scanning device, tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Info |
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Permission to access the device’s location will need to be given. |
2. Under Settings, select Wireless Scanner.
3. Turn on the Honeywell 8680i and configure it to Serial BLE mode for the scanner to be detectable
4. Tap on Discover to re-do detection of the device as long as the device is turned on and is in the right mode to be detectable.
5. Click on the device that is listed to complete the connection.
6. A message will confirm that the device is ready to scan.
7. Tap on Disconnect to unpair the device.