Configure detours for steps in mobile device

Michał Wasiewicz Updated by Michał Wasiewicz

Using the Warehouse Management mobile app, the warehouse worker can perform many operations related to sample management and quality control, such as registering test results or changing the sample status. During execution of these processes, there may be a need to perform a lookup for specific information. For this reason, the capabilities of Cepheo Sample and Quality Management have been extended to allow the use of the Detour functionality.

This article describes only the key elements specific to the CEPHEO Sample and Quality Management module. It does not cover all requirements and/or limitations of the standard Dynamics 365 Supply Chain Management functionality. For a complete overview, refer to the official Microsoft documentation.
Prerequisites for using the Detour functionality in the Cepheo Quality and Sample Management module

The system configuration must be validated to ensure that the entries Advanced quality order, Quality sample ID, and Quality sample type ID are present in the Warehouse app field name list, as illustrated in the figure below:

To validate this configuration, navigate to Warehouse management > Setup > Mobile device > Warehouse app field names to open the corresponding form. If the required entries are not present in the list, they must be added by pressing the Create default setup button.

As part of the required configuration, dedicated records must exist in Mobile device steps. It must be verified that the Step IDs EGLAQCInventQualityOrderId, EGLQSMProdLabSampleRegId, and EGLQSMSampleSampleTypeId are present in the Mobile device steps list, as illustrated in the figure below:

To validate this configuration, navigate to Warehouse management > Setup > Mobile device > Mobile device steps to open the corresponding form. If the required entries are not present in the list, they must be added by pressing the Create default setup button.

Sample scenario: Lookup of an advanced quality order by item number
STEP 1: Create a new mobile device menu item

Navigate to Mobile device menu items and create a new record. Configure the fields as follows:

  1. Mode: Indirect,
  2. Activity code: Data inquiry
  3. Table name: EGLAQCInventQualityOrderTable - as the purpose is to search for advanced quality order numbers.

As shown in the figure below:

STEP 2: Define the search criteria

The next step is to define the search criteria used by the system for retrieving records from the selected table. To do this, select Edit query and configure the query. The Item number field must be selected from the Advanced quality order table, as shown below:

The query can be extended by adding additional criteria. With such a query, the search result will display all advanced quality orders for the given item. In business practice, it would be reasonable to limit this list to open orders only.

STEP 3: Define the list of fields displayed on the mobile device

The next step is to define the fields that should be displayed on the mobile device after the item number is scanned. To do this, on the Action pane, select Field list. On the Field list page, configure the following values:

  1. Item number - Item number specified for advanced quality order lookup
  2. EGLQSMProdLabSampleRegId - this the quality sample number. In this scenario, it is not required. However, selecting this field allows the same element to be used in another process where the sample number is required.
  3. QualityOrderId - In this scenario, this field is key, because it contains the AQL number that will be referenced in subsequent process steps.
  4. createdDateTime - date and time when the advance quality order was created

STEP 4: Link the prepared lookup with the parent menu item

Based on this Set up a mobile device menu item for registering or adding test results, a menu item for registering test results has been prepared. This configuration is performed in accordance with Microsoft documentation. See the figure below:

In this scenario, the setup ensures that, after the detour, the value Advanced quality order is returned to the main menu, as shown in the figure below:

Based on the above configuration, the following process has been prepared

After the required menu item is opened, the configured detour is visible at the bottom of the screen.

After selecting this detour, the desired item number must be entered.

After confirmation, the system searches for all Advanced quality orders for the specified item. One of these orders should be selected, which means that test results will be entered for this order.

After the order is selected, its number is populated in the corresponding field on the main screen.

The scenario described above is only one of many possible scenarios that can be applied in business practice. Using a similar approach, the standard detour functionality may also be used to search for quality sample identifiers or to identify the advance quality order number after scanning a sample number.

How did we do?

Set up a mobile device menu item for creating a sample

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