Settings

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

Set the changes in General Settings accordingly, by switching the toggle positions and completing the text input.

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
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

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

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.

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

Set the changes in Receipt Settings accordingly, by switching the toggle positions

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 Settings 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	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 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	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 order Off: Will not verify and alert if there needs to be more processing to be done in picked items in an order
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.

Refer to the relevant Epicor documentation:

102600_AttachmentTypeMaint.pdf
102600_EnterpriseContentMngmt.pdf

Setting	Type	Value
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

Set the changes in Issues and Return Settings accordingly, by switching the toggle positions. 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
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

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 field to 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

Set the changes in Scanner Settings accordingly, by switching the toggle positions.

Scan incrementor

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
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 : 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

Set the changes in Scan Validation Settings accordingly, by switching the toggle positions.

Setting	Type	Value
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

Set the changes in Inventory Settings accordingly, by switching the toggle positions and completing the text input.

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
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 field to select from a list, or tap on the filter icon to filter selection, and select the appropriate Part Number.