Using mobile device for registration of packaging

Dawid Kaczmarek Updated by Dawid Kaczmarek

Under Warehouse management\Setup\Mobile device\Mobile device menu items it is possible to create and configure menu items for the mobile device menus. These menu items trigger a piece of code, and CEPHEO Packaging Management for D365FO introduces several new activity codes to provide the solution-specific processes to be performed on the mobile device:

Figure 29: Activity codes on mobile device menu items

As it can be seen from the figure, it is possible to create a new menu item. This item is named, and a MODE is selected, which allows for defining the specific activity code.

In the following table, the activities and their settings are described. They all require mode "Indirect".:

Activity codeSettingFunction
Registration of shipping packagingDirectionWhen using the packaging type framework, it is now possible to decide whether we are shipping or receiving packaging. A menu item must be created for each direction: Blank (default) Inbound Outbound
Registration of shipping packagingReference typeBlank (default value) Sales order Return order (fixed to direction Inbound) Purchase order Customer Vendor Carrier
Registration of shipping packagingList packaging types as buttonsIf YES: The applicable types are listed as buttons If NO: The types must be selected from a list
Edit shipping packaging notesReference typeBlank (default value) Sales order Purchase order Shipping note

Register outbound packaging

For registration of shipping packaging by use of the RF system in the Warehouse management module/Warehousing app., a new indirect activity code has been created to be used in setup of the mobile device menu items.

The setup is done in [Warehouse management / Setup / Mobile device / Mobile device menu item] where the new activity code "Registration of shipping packaging" can be selected for a menu item in mode "Indirect".

The activity code can be set up to support several flows.

Direction: "Blank" = The user can select the wanted direction (Outbound or Inbound) in the warehousing app.

"Outbound" = The menu item is fixed for outbound transactions

"Inbound" = The menu item is fixed for inbound transactions

Reference type: "Blank" = The user can select the wanted reference type in the warehousing app.

"Sales order" = The menu item is fixed for reference type sales order.

“Return order” = The menu item is fixed for reference sales and direction Inbound.

"Purchase order" = The menu item is fixed for reference type purchase order.

"Customer" = The menu item is fixed for reference type customer.

"Vendor" = The menu item is fixed for reference type vendor.

"Carrier" = The menu item is fixed for reference type carrier.

Packaging types: List packaging types as buttons. If the number of available packaging types is limited, the user experience is better when using push buttons. If not selected, the user must choose packaging types using a list on a page.

The process for outbound contains the following steps:

If an RF device uses the menu item for registration of shipment packaging, a form to update shipment packaging can be opened.

If a sales order or shipment is chosen, a form for registration is opened.

If no shipment is chosen, existing shipments can be chosen.

If no open shipments exist, a new shipment will be created. The selected packaging can be updated with the wanted quantity for shipment packaging.

StepUserSystem
1From the main menu select the relevant menu item. Dependent on the setup, the user dialog will be presented, and the user must select what to do. In this example, no defined setup has been done. The user therefore must give input that decides: - Direction of transaction (Outbound is chosen) - reference for the transaction (Sales order is selected)![Embedded Image](../images/image031.png) ![Embedded Image](../images/image059.png)
2Open the form for Shipping packaging and scan/type in the sales order ID or shipping note number. If no shipping note exists, a new shipping note will be created. If no shipping note is selected and more available shipping notes exists, a list is shown where the correct can be chosen or a new can be created.![-](../images/image_080.png) -
3Select existing packaging (used before) or add other packaging types to the shipment. Type in information relevant for the shipment in the Notes field. Ex registration number for the truck or ID for a container.![Embedded Image](../images/image_100.png)
4Enter quantity of selected packaging and press OK![Embedded Image 1](../images/image007.png) ![Embedded Image 2](../images/image032.png)
5The quantity is registered, and further registration can be entered, or you can return to the main menu.![Embedded Image](../images/image_053.png)

A ‘shortlist’ is shown in the warehousing app of packaging types used on the order (purchase/sales) in both directions (Purchase/Vendor + inbound AND outbound and Sales/Customer + outbound and inbound).

Register inbound packaging

See previous section for general description of setup for inbound packaging. NOTE: When registering anything against a purchase order line in the Warehousing app. the purchase order need to be confirmed (standard functionality), this also applies for the registering of any packing for received goods.

The process for inbound contains the following steps:

StepUserSystem
1From the main menu select the relevant menu item. Dependent on the setup, the user dialog will be presented, and the user must select what to do. In this example menu item has been setup dedicated to registering Inbound packaging - Choose reference for the transaction (Purchase order is selected)![Embedded Image](../images/image_070.png)
2The user is then asked to enter the purchase order number – [OK] If no shipping note exists, a new shipping note will be created.![Embedded Image](../images/image_096.png)
3If no shipping note is selected and several available shipping notes exists, a list is shown where the correct one can be chosen or a new can be created.![Embedded Image](../images/image_114.png)
4Select existing packaging or add other packaging types to the shipment. Type in information relevant for the shipment in the Notes field. Ex registration number for the truck or ID for a container. Enter the qty for the packaging type + [OK]![Embedded Image](../images/image_024.png)

A ‘shortlist’ is shown in the warehousing app of packaging types used on the order (purchase/sales) in both directions (Purchase/Vendor + inbound AND outbound and Sales/Customer + outbound and inbound).

Register inbound (returned) packaging

See section 4.22.1 for general description of setup for inbound packaging.

If you are not using autoregistration for shipping packaging used on RMA (sales return) orders, you can choose to register the units used to return the sold items in the client directly on the Return order form or in the warehousing app:

StepUserSystem
1From the main menu select the relevant menu item. Dependent on the setup, the user dialog will be presented, and the user must select what to do. In this example menu item has been setup dedicated to registering Returns (Inbound packaging RMA, other wise choose reference Return order for the transactionà Scan or enter the RMA (Return order) number:![Embedded Image](../images/image_043.png)
2On the next page you will be presented with the packaging types from the sales order the RMA order is created against under ‘Select packaging’, if there are used other packaging types to return the items, additional packaging can be found under ‘Select other packaging’![Embedded Image](../images/image_071.png)
3Select the packaging type and enter the qty![Embedded Image](../images/image_090.png)
4After activating the OK button (blue tick) a text is shown that the posting was successful.

On the RMA order in the client, you can see the SPM transactions on the shipping note that was created:

Embedded Image Embedded Image

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Packaging management for Intercompany and direct delivery

Packaging management on a sales/purchase order

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