| Table of Contents |
|---|
General Information
Settings Type
| Note |
|---|
The various settings outlined below will change the behavior of the application or the data that is displayed. |
Toggle Switch
The text describing a setting will change depending on the settings value selected.
a. Switch the toggle to the left side
is into set it to the Off/False position (Grey).
Changing itb. Switch the toggle to the right
side isto set it to the On/True position (Green).
General Settings
Setting
Type
Value
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
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
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.
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
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 Settings section of the applications are stored for each Company and application version, and 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 dropdown list.
Material Queue Settings
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.
Processing Steps:
Click NEW QUERY
Enter a Query/Filter Name
Click SAVE
Select a query to edit
User can select an existing Filter or Sort Order to edit
User can click NEW FILTER, NEW SORT or DELETE
Receipt Settings
Setting
Type
Value
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
Use the Labor setting to apply defaults to the labor Activity screen.
Setting
Type
Value
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
Use the Shipping setting to apply defaults to the outbound Shipping operation screens.
Setting
Type
Value
PackOut Settings
Over packing control mode
Dropdown 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
Dropdown 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
scan incrementer is turned OFF
bin scan validation is turned OFF
lot validation is turned OFF
Use Auto Qty is unticked
Scanned Part does not appear on multiple lines and /or multiple Releases
(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
Dropdown 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.
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
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.
(See relevant Epicor documentation 102600_AttachmentTypeMaint.pdf and 102600_EnterpriseContentMngmt.pdf)
Setting
Type
Value
General
Image Quality
Dropdown List
Set the image quality of the file to be saved
File Type
Dropdown 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
Process issue queue settings apply across all material queue forms.
Setting
Type
Value
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
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
The Set Up Barcodes settings allows the user to assign a barcode on a part container directly to a Part UOM barcode in Epicor.
Processing Steps:
Scroll or filter for the part that requires the new barcode
Scan the barcode or manually enter the barcode for the parts various UOM's
Click SAVE
Scanner Settings
Setting
Type
Value
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
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
Dropdown List
Currently only used for PO Receipt > Entry.
This will be expanded in future versions.
Template (PO Receipt > Entry)
Base variables :
poNum
packSlip
Textbox
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
Extended Template (PO Receipt > Entry)
Additional variables:
partNum
lineNum
relNum
qty
lotNum
uom
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 :
open the Line Tab for PO line item identified by specified partNum, lineNum and relNum
and if specified assign values for Input Quantity, Unit of Measure and Lot Number.
As per standard template both fixed or dynamic template paterns can be used.
Scan Validation Settings
Setting
Type
Value
PO Receipt
Textbox
The setting will change depending on the text input entered in the textbox.
a. Enter the necessary text input required by the textbox.
Drop-down List
The setting will change depending on the selected setting in the drop-down list.
a. Select the necessary setting in the drop-down list.
Multi-Selection List
This setting will reflect the selected settings in the multiple selection list.
a. Select the necessary items in the multiple-selection list.
Security Manager View/Settings
| Tip |
|---|
The Settings page allows the assigned Security Manager to edit and modify the settings that will impact to all levels of users. |
| Note |
|---|
The following instructions are intended for the assigned Security Manager. |
The view for the Security Manager will content EDIT buttons that will be used to edit the settings for EKW. This EDIT button is not present for the other levels.
In this example shown, this will show the difference between the Security Manager’s point-of-view of the compared to an Employee.
Click on the EDIT icon beside the Setting.
The Security Manager can select in the drop-down menu which level can the specific settings be controlled by.
a. Company Level - the setting will be applied company-wide and can be enabled or disabled using the toggle-switch.
b. Site Level - the setting will be applied and visible to the specified sites and can be enabled or disabled using the toggle-switch.
c. Warehouse Team Level - the setting will be applied to the specified teams and can be enabled or disabled using the toggle-switch.
d. Employee Level - this allows the employee to change their own value for the specified setting and can be enabled or disabled using the toggle-switch.
Click on Return to List View to apply the level changes.
General Settings
| Info |
|---|
Set the changes in General Settings accordingly, by switching the toggle positions and completing the text input. |
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select General Settings.
 |  |
Setting | Type | Value | Can be Edited by Security Manager |
|---|---|---|---|
General | |||
Input field autofocus | Toggle | On: App will autofocus. Off: App will not autofocus. | Yes |
Use Default Warehouse Code | Toggle | On: Active Off: Inactive | No |
Warehouse Code | Textbox | On: Active Off: Inactive | No |
Lock User and Employee To 1-to-1 Relationship | Toggle | On: Active Off: Inactive | No |
Epicor Function API Key | Textbox | Text Input | No |
Use MES Menu Security | Toggle | On: Will use MES Menu Security permissions. 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 | No |
External Authentication Signing Out | Toggle | On: Users will remain signed in from external authentication services when they close EKW Off: Users will be signed out from external authentication services when they close EKW | No |
Home View | |||
Production Worker Interface | Toggle | On: Showing Interface Off: Hiding Interface | No |
Printer | |||
Auto submit SSRS Printer settings when only one printer is configured | Toggle | On: Auto submitting Off: User confirmation required | Yes |
Default Printer Source | Drop-Down list | Report Style or Workstation | Yes |
Cloud Print Username | Textbox | Text Input | No |
Do not print labels by default when generating PCID | Toggle | On: Labels are not printed by default Off: Labels are printed by default | Yes |
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. | Yes |
Allow users to void blank tags | Toggle | On: Users are able to void blank tags Off: Users cannot void blank tags | Yes |
Production | |||
Auto Submit Kanban Receipts | Toggle | On: Auto submitting Kanban receipts with default values on Part Scan Off: Will Auto submit Kanban receipts with default values on Part Scan | Yes |
Roaming Settings
| Info |
|---|
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
| Info |
|---|
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.
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Mtl Query.
In the Mtl Query screen, tap on NEW QUERY.
Enter a Query/Filter Name in the Filter Name field and tap on SAVE.
Select an existing Filter or Sort Order to edit.
User can click NEW FILTER, NEW SORT or DELETE.
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 |
|---|
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
| Info |
|---|
Set the changes in Receipt Settings accordingly, by switching the toggle positions |
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Receipts.
 |  |
Setting | Type | Value | Can be Edited by Security Manager |
|---|---|---|---|
PO Receipt | |||
Set quantity to remaining | Toggle | On: Qty equals remaining qty. Off: Qty equals zero. | Yes |
Assign part default location | Toggle | On: Line defaults to part location Off: Line defaults to receiving location | Yes |
Prevent scans changing quantity | Toggle | On: Scans won't change the qty field. Off: Scans will change the qty field. | Yes |
Hide existing packslip warning | Toggle | On: Warning is hidden. Off: Warning is displayed. | Yes |
Default print PO receipt label | Toggle | On: Print PO receipt label is on by default. Off: Print PO receipt label is off by default. | Yes |
Leave Received Lines State to Arrived | Toggle | On: PO Receipt Lines are left as Arrived. Off: PO Receipt Lines are automatically set as received. | Yes |
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Pre-fill last-used PCID for Orders | Toggle | On: Active Off: Inactive | Yes |
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 | Yes |
Container Receipt | |||
Set quantity to remaining | Toggle | On: Qty equals remaining qty Off: Qty equals zero. | Yes |
Assign part default location | Toggle | On: Line defaults to part location Off: Line defaults to receiving location | Yes |
Prevent scans changing quantity | Toggle | On: Scans won't change the qty field. Off: Scans will change the qty field. | Yes |
Default print container receipt label | Toggle | On: Print container receipt label is on by default. Off: Print container receipt label is off by default. | Yes |
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Disable Receive All button on Container Receipt screen | Toggle | On: Receive All button is disabled Off: Receive All button is enabled | Yes |
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 not filter by current part | Yes |
Inter Company Receipt | |||
Set all lines location to part default location | Toggle | On: Active Off: Inactive | Yes |
Job Receipt | |||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require from PCID scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require to PCID scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
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 not filter by current part | Yes |
Scan by assembly sequence | Toggle | On: Scanning by assembly sequence number. Off: Scanning by part number. | Yes |
Scan by material sequence | Toggle | On: Scanning by material sequence number. Off: Scanning by part number. | Yes |
PCID Receipt | |||
Set Default Input Tab to PCID | Toggle | On: Default input tab is by PCID. Off: Default input tab is by Job Number. | Yes |
Labor Settings
| Info |
|---|
Use the Labor Settings to apply defaults to the labor Activity screen. |
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Labor.
 |  |
Setting | Type | Value | Can be Edited by Security Manager |
|---|---|---|---|
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. | Yes |
Default-enable the Request Move Flag | Toggle | On: Enabled Off: Disabled | Yes |
Auto Open End Activity for Quarantine Only Operations | On: End Activity opens automatically after starting Production for Quantity only for operations. Off: End Activity quantity will not open automatically after starting Production for Quantity only for operations. | Yes | |
Shipping Settings
| Info |
|---|
Use the Shipping Setting to apply defaults to the outbound Shipping operation screens. |
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Shipping.
 |  |
Setting | Type | Value | Can be Edited by Security Manager |
|---|---|---|---|
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. | Yes |
Multiscan barcode format | Drop-down List | Various combinations of Barcodes | Yes |
Auto Quantity checkbox default value | Toggle | On: Auto Quantity will be checked Off: Auto Quantity will be unchecked | Yes |
Auto save transaction when using Auto Quantity | Toggle | On: EMW will automatically try to save when Auto Quantity checkbox is enabled and the part entered is not lot or serially tracked. Off: EMW will not automatically save. | Yes |
Auto apply ship via code of the order being packed | Toggle | On: EMW will apply ship code & pay information when the shipment has an empty via shop code and no pay information Off: EMW will not assign ship code & pay information | Yes |
Require part scan validation | Toggle | On: Cannot save without scan Off: Can save without scan | Yes |
Require lot scan validation | Toggle | On: Cannot save without scan Off: Can save without scan | Yes |
Require bin scan validation | Toggle | On: Cannot save without scan Off: Can save without scan | Yes |
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 | Yes |
Auto-focus quantity field | Toggle | On: Will auto-focus quantity when part is selected Off: Will not auto-focus quantity when part is selected | Yes |
Transfer Order Settings | |||
Set quantity to remaining | Toggle | On: Qty equals remaining value Off: Qty equals existing value | Yes |
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. | Yes |
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. | Yes |
Picked Items Verification | Drop-down List | None Warn Stop | Yes |
Customer Shipment Settings | |||
Disable Ship button on Customer Shipment screen | Toggle | On: Ship button is disabled Off: Ship button is not disabled | Yes |
Proof of Delivery Settings
| Info |
|---|
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
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Proof of Delivery.
Setting | Type | Value | Can be Edited by Security Manager |
|---|---|---|---|
General | |||
Image Quality | Drop-down List | Set the image quality of the file to be saved | No |
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. | No |
Signature Document Type | Multi-selection list | Out of the Epicor defined Document Types sets ones that are to be used when attaching Signatures | No |
Picture Document Type | Multi-selection list | Out of the Epicor defined Document Types sets ones that are to be used when attaching Pictures | No |
File Document Type | Multi-selection list | Out of the Epicor defined Document Types sets ones that are to be used when attaching local File | No |
Depot Address | Textbox | Input the Trip start address used in route optimization | No |
Issues and Return Settings
| Info |
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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. |
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Proof of Delivery.
Setting | Type | Value | Can be Edited by Security Manager |
|---|---|---|---|
General | |||
Set quantity to remaining | Toggle | On: Qty equals remaining qty. Off: Qty equals zero. | Yes |
Prevent scans changing quantity | Toggle | On: Scans won't change the qty field. Off: Scans will change the qty field. | Yes |
Pre-fill last-used PCID for Orders | Drop-down list | Inactive Based on Order Based on Ship To Based on Ship To and Ship Via | Yes |
Prevent overpicking on 'XXX-SHP' type material queue items | Toggle | On: Overpicking is not allowed. Off: Overpicking is allowed. | Yes |
Prevent overissuing on 'XXX-MTL' type material queue items | Toggle | On: Overissuing is not allowed. Off: Overissuing is allowed. | Yes |
Require part or PCID scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require from PCID scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require to PCID scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Scan by assembly sequence | Toggle | On: Scanning by assembly sequence number. Off: Scanning by part number. | Yes |
Scan by material sequence | Toggle | On: Scanning by material sequence number. Off: Scanning by part number. | Yes |
Automatically fill form with From PCID information | Toggle | On: Prefilling information using the From PCID. Off: Default | Yes |
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 | Yes |
Filter ToBin by current product | Toggle | On: To Bin search will initially display only bins containing the current part Off: ToBin search will display all bins | Yes |
Extended Outbound Order Search Modal | Toggle | On: Add Ship Via and Ship By Date columns Off: Use default search modal | Yes |
Auto process XXX-SHP transaction on accept Incrementer Qty | Toggle | On: Do not automatically process XXX-SHP transactions. Off: Automatically process material XXX-SHP transactions. | Yes |
Disable Paging on Issue Material, Materials Tab | Toggle | On: All records displayed in a list Off: Paging is enabled | Yes |
View My Material Queue and My Outbound Order in Basic Mode | Toggle | On: Will only display Part Number, From Location and QTY on My Material Queue and My Outbound Order lists Off: Will display My Material Queue and My Outbound Order lists as normal | Yes |
Process Issue or Return (Outbound) | |||
Prevent scans changing quantity - Outbound | Toggle | On: Scans won’t change the qty field for Outbound orders Off: Scans will change the qty field for Outbound Orders | Yes |
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
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 | Yes |
Process Issue or Return (Inbound) | |||
Prevent scans changing quantity - Inbound | Toggle | On: Scans won’t change the qty field for Inbound orders Off: Scans will change the qty field for Inbound Orders | Yes |
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Issue Miscellaneous Material | |||
Automatically apply last successful warehouse, bin and reason to next transaction | Toggle | On: Applying last successful. Off: Default. | Yes |
Return Miscellaneous Material | |||
Automatically apply last successful warehouse, bin and reason to next transaction | Toggle | On: Applying last successful. Off: Default. | Yes |
Unpick Sales Order | |||
PCID Default Input | Toggle | On: PCID is the default input. Off: Order Number is the default input. | Yes |
Unpick Transfer Order | |||
PCID Default Input | Toggle | On: PCID is the default input. Off: Order Number is the default input. | Yes |
Configure Barcodes Settings
| Info |
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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. |
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Configure Barcodes.
Enter the Part Number in the Part Number field.
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.
Scan the barcode or manually enter the barcode for the parts various UOM's.
Click on SAVE.
Scanner Settings
| Info |
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Set the changes in Scanner Settings accordingly, by switching the toggle positions. |
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Scanner.
 |  |
Setting | Type | Value | Can be Edited by Security Manager |
|---|---|---|---|
General | |||
Camera Barcode Scan Mode | Toggle | On: Clicking the active navigation tab will open the camera barcode scanner. Off: Standard behaviour. | Yes |
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. | Yes |
Deactivate all scan increment functionality | Toggle | On: Scan increment functionality is stopped on all pages. Off: Standard behaviour. | Yes |
Serial Entry | |||
Auto-open Entry When Qty Changes | Toggle | On: App will open serial entry. Off: App will not auto open serial entry. | Yes |
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. | Yes |
Dividing character(s) for multi-ID barcodes | Textbox | Enter a character used to separate multi-ID barcodes | No |
Use Honeywell default internal scanner barcode settings (Honeywell scanners only) | Toggle | On: Active Off: Inactive | Yes |
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. | No |
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. | No |
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. | No |
Scan incrementor
| Info |
|---|
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 |
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.
Tap on the Quantity field and scan an item using a barcode scanner.
The Scan Incrementer page will show up to indicate how many quantities are scanned of each item.
Scan Validation Settings
| Info |
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Set the changes in Scan Validation Settings accordingly, by switching the toggle positions. |
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Scan Validation.
 |  |
Setting | Type | Value | Can be Edited by Security Manager |
|---|---|---|---|
PO Receipt | |||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Container Receipt | |||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Job Receipt | |||
Require part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without | |
scan. | Yes | ||
Process Issue or Return (Outbound) | |||
Require | |||
to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Container Receipt
Yes | |||
Process Issue or Return (Inbound) | |||
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require | |||
from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Yes | |||
Process Issue or Return | |||
Require part or PCID scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | |
Yes |
Require |
lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Require from bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Yes | |||
Require to bin scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. | Yes |
Customer Shipment | |||
Require | |||
part scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan. |
Yes |
Require |
lot scan validation | Toggle | On: Cannot save without scan. Off: Can save without scan |
. | Yes |
Require |
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.
Yes |
Inventory Settings
| Info |
|---|
Set the changes in Inventory Settings accordingly, by switching the toggle positions and completing the text input. |
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Inventory.
 |  |
Default AdHoc Count Reason Code
Text
Scan Sequencing
1.Setting | Type | Value | Can be Edited by Security Manager |
|---|---|---|---|
General | |||
Reassign Primary Bin to Selected Bin | Toggle | On: | |
Reassign Primary Bin checkbox enabled Off: |
Require from bin scan validation
Toggle
On: Cannot save without scan.
Off: Can save without scan.
Reassign Primary Bin checkbox disabled | Yes | ||
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: |
Customer Shipment
The To Lot field can be edited and the next lot button is enabled. | Yes | |
Filter Tobin by current product | Toggle | On: |
ToBin search will initially display only bins containing the current part. Off: |
ToBin will display all bins. | Yes | |
User Part IUM on UOM Code scan | Toggle | On: |
Scanning a ‘Part Code’ for a UOM will force it to be converted to the IUM. Off: |
Require bin scan validation
Toggle
On: Cannot save without scan.
Off: Can save without scan.
Inventory
Setting
Type
Value
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
Scanned values will stay as scanned | Yes | ||
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 | No |
Employee Default Warehouse Code | Textbox | Enter Text: Employee Default Warehouse Code | No |
Remember Reason Code | Textbox | On: The previously used Reason code will be used for subsequent transactions Off: Specified default ad hoc reason will be used | No |
Default AdHoc Count Reason Code | Textbox | Enter Text: Default AdHoc Count Reason Code | No |
Material Queue | |||
Allow Users to select/deselect all material queue rows | Toggle | On: ‘Select all/Deselect’ selected all fitlered items regardless of paging. Off: ‘Select all/Deselect’ All only selects visible items | Yes |
Move Lot | |||
Move Lot Automatic Processing | Toggle | On: Scanning a Lot Number will cause the move lot screen to automatically process. Off: Move Lot Requires ‘Process’ to be clicked before transaction is submitted. | Yes |
Scan Sequencing
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Scan Sequencing.
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
Select the appropriate Available Rows to use for the sequencing and tap SAVE.
A message will confirm if the sequence has been successfully saved.
Change the order sequence by tapping on Re-order and use the arrows to set the preferred sequence and tap SAVE.
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.
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.
Click on Process to update the image used.
Tap on Retake to access the camera and replace the current image used.
Tap on Remove to remove the current image used.
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 |
|---|
Note: If it is not in Serial BLE mode, scan this with the 8680i: |
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 |
|---|
Permission to access the device’s location will need to be given. |
Under Settings, select Wireless Scanner.
Turn on the Honeywell 8680i and configure it to Serial BLE mode for the scanner to be detectable
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.
Click on the device that is listed to complete the connection.
A message will confirm that the device is ready to scan.
Tap on Disconnect to unpair the device.