Differences

This shows you the differences between two versions of the page.

--- cobi.wms:app_options [2022/05/20 09:14] – [Document filtering] tkammer
+++ cobi.wms:app_options [2025/06/02 14:56] (current) – [Allow booking documents as draft] thuth
@@ Line 1: / Line 1: @@
 ====== App Options ======
-COBI.wms supports a number of options that change the behavior of the app.  Following is the list of supported options with their explanation.
+COBI.wms supports a number of options that change the behavior of the app.  These are stored locally on each Android device on which COBI.wms is installed, so each device can have a different configuration.
+Following is the list of supported options and their explanation.
 ===== Warehouse =====
-You can assign each Android device to a specific warehouse.  Select a warehouse from the drop-down menu in the options screen to assign the Android device to that warehouse, or select "none" to remove the assignment.
+You can assign each Android device to a specific warehouse.  Select a warehouse from the drop-down menu in the options screen to assign the Android device to that warehouse, or select "none" to remove the assignment.\\
+If a warehouse is selected here, this predefined warehouse will automatically be preselected in all modules when creating a document.
 ==== Use selected warehouse regardless of base document ====
@@ Line 16: / Line 19: @@
 Documents can be filtered based on the warehouse the device is assigned to.  This filtering can be enabled on a per-module basis (in other words, for different document types) by checking each of the **Filter: ...** options.
-**These filtering options require a User Defined Field to be added.**
+**These filtering options require a User Defined Field to be added:**
+^ Category                      ^ Title              ^ Validation                               ^
+| Marketing Documents -> Title  | ''CWMS_Warehouse'' | Link to System Object: OWHS - Warehouses |
+If the option "Link to System Object" is not available, then disable the Validation and set the data type to Alphanumeric and Length to 8.
-  * Open //Tools -> Customizing Tools -> User Defined Fields - Management//.
+**If you added the UDF after already having installed COBI.wms, an additional step is needed to make COBI.wms recognize it:** Execute the SQL command **''DROP VIEW <nowiki>cwms__version</nowiki>''** on your SAP Business One company database (like ''SBODEMODE''), and restart the app.
-  * Open the //Marketing Documents// section and select //Title//.
-  * Click on the ''[Add]'' button at the bottom right.
-  * Enter ''CWMS_Warehouse'' into the Title field.  For the Description field, use whatever you like.
-  * Option 1: For Validation, select **Linked to Entities** and then **Link to System Object** and choose **OWHS - Warehouses**
-  * Option 2: If Link to System Object is not available, then disable the Validation, and set the data type to **Alphanumeric / Size 8**.
-Afterwards, when you open any type of document, such as Purchase Order or Sales Order, you can enable the UDF display (//View -> User-Defined Fields//) and choose the Warehouse from a list (Option 1) or manually fill in the Warehouse Code (not Name) into the field (Option 2).
+**Note:** In newer versions of COBI.wms, the view ''<nowiki>cwms__version</nowiki>'' has been renamed to ''<nowiki>cwXX__version</nowiki>'' where ''XX'' stands for the current COBI.wms **minor** version, e.g. ''<nowiki>cw40__version</nowiki>'' for Version ''2.40''.  In this case, the correct SQL command would be ''DROP VIEW <nowiki>cw40__version</nowiki>''.
 Note that the UDF is not actually used for all document types.  For example:
-  * For Inventory Transfer Requests (the base documents in the Relocation module of the app), the From Warehouse and To Warehouse fields are used.
+  * For Inventory Transfer Requests (in the Inventory Transfer module of the app), the From Warehouse and To Warehouse fields are used.
   * For Production Orders (in the Issue for Production and Receipt from Production modules), the standard Warehouse field is used.
+  * For Pick Lists, the app actually queries the lines of each pick list and checks if there is a line matching the correct warehouse.
-In those cases, the UDF value is ignored.  The UDF is only used for document types that don't have a standard way of assigning them to a warehouse on the document-header, such as Purchase Order and Sales Order.
+In those cases, the UDF value is ignored.  The UDF is only used for document types that don't have a standard way of assigning them to a warehouse via fields of the document header, such as Purchase Order (OPOR) and Sales Order (ORDR).
 ===== Barcode Scanning =====
@@ Line 50: / Line 54: @@
 If a GS1 barcode with a quantity field is scanned, it will be counted in as well.  For instance if you scan a GS1 barcode containing the GTIN for a box of 5 pieces and containing a quantity field of 3, the app will know that this means 15 pieces in total.
+==== Weight in EAN/UPC codes ====
+When enabled, the system attempts to extract embedded weight information from EAN or UPC barcodes. This is useful for products sold by weight, where the barcode includes both the item identifier and the weight encoded according to GS1 standards.
 ===== Batches and Serials =====
+==== Don't show date fields ====
+When enabled, optional date fields such as production date or expiration date will be hidden in batch number entry screens. This can help streamline the input process if these dates are not relevant for the workflow.
+==== Expiry date is mandatory ====
+If this option is enabled, you cannot add a new batch number without filling in the expiry date field.
 ==== Batch number details ====
@@ Line 68: / Line 82: @@
   * Manufacturer serial number
   * Notes
-==== Expiry date is mandatory ====
-If this option is enabled, you cannot add a new batch number without filling in the expiry date field.
 ==== Global serials ====
@@ Line 79: / Line 89: @@
 This could be useful, for example, if you have a number of items in SAP Business One that share the same GTIN because they are different variants of the same trade item.  This would render the GTIN in a scanned GS1 barcode insufficient to identify an item.  Another use-case would be if you don't have GS1 barcodes but want to identify items by scanning a single serial number only.
+===== Price lists =====
+A predefined price list can be selected from the dropdown menu. Once selected, this price list will be automatically applied to all documents that support price list assignment, overriding any default settings from SAP Business One.
+===== Receipt =====
+==== Default to Inventory UoM ====
+When enabled, the default unit of measure (UoM) for receipts will be set to the item’s inventory UoM. This ensures consistency with stock-keeping units and avoids unintended conversions during the receiving process.
+==== Don't show orders to DropShip-Warehouses ====
+When enabled, purchase or delivery orders assigned to DropShip warehouses will be excluded from the list. This helps to avoid confusion and ensures that only relevant stock-related orders are displayed in the receipt process.
 ===== Picking =====
@@ Line 85: / Line 108: @@
 If this option is enabled, the first screen of the Picking module that shows the overview of pick lists will also list the lines of each pick list under it.  You might want to enable this if your pick lists have very few lines each, otherwise it makes little sense to enable this.
+==== Display line details by default ====
+When this option is enabled, detailed header information such as order number, customer name, delivery date, and address is displayed automatically in the pick list view. This provides immediate context for each pick list.
 ==== Quick picking ====
@@ Line 94: / Line 122: @@
 Normally, once all lines of a pick list are fully picked and the data is transmitted, the app automatically returns to the overview of all pick lists.  Enable this option to stay in a pick list even after it's finished.  (Typical use-case: transmitting the finished picking data triggers a remote print for shipping labels, after which the labels are put on the packaged goods and a photo attachment added to the pick list.)
+==== Ignore sort code of bin locations ====
+When enabled, the system will not use the predefined sort code of bin locations to determine the picking order. This allows users to pick items in a custom or manual sequence, regardless of the sorting logic defined in SAP Business One.
+==== No batch or serial picking ====
+When enabled, the system will completely skip batch and serial number handling during the picking process. This means that:
+  * Batch and serial number selection view are not shown
+  * Batch and serial numbers are not displayed in the pick list overview
+==== Warehouse-Stock-Check ====
+When enabled, the system checks the warehouse stock levels for all items listed in each pick list. In the overview screen, a warning icon (exclamation mark) will be displayed next to any pick list where one or more items cannot be fully picked due to insufficient stock.
+This helps users identify issues proactively and avoid starting pick lists that cannot be completed.
+==== Sort by base documents ====
+When enabled, items in the pick list are grouped and displayed according to their originating base documents (e.g. sales orders or production orders). In the case of consolidated pick lists, multiple base document numbers will be shown.
+Users can tap on a specific base document number to view only the items associated with that document, making it easier to track and process grouped deliveries.
 ===== Delivery =====
-==== Delivery date is due date of order ====
+==== Copy delivery date from sales order ====
 Normally, whenever a delivery note is booked from the app, the Due Date field of the booked delivery note will be set to the current date.  If this option is enabled, and the delivery that you're booking is based on a sales order, then the Due Date field of the sales order will be copied to the Due Date field of the delivery note.
@@ Line 105: / Line 154: @@
 Enabling this option will allow you to fill in a packing slip for delivery notes you create.
-**Note:** COBI.wms allows you to enter a weight for packaging units, but this does not use the standard weight field in SAP Business One, because it's automatically calculated and cannot be edited.
+**Note:** COBI.wms allows you to enter a weight for packaging units, but this does not use the standard weight field in SAP Business One, because that field is automatically calculated and cannot be edited.  For the weight input to work, you have to add the following UDF to your system:
-For the weight input in the app to work, you have to add a UDF under //Marketing Documents -> Package Content// with name ''CWMS_Weight'' and data type ''Numeric(11)''.  The value is stored in **grams**.
+^ Category                                ^ Title           ^ Data type    ^
+| Marketing Documents -> Package Content  | ''CWMS_Weight'' | Numeric (11) |
+The weight value will be stored into this UDF in **grams**, as an integer value.
 ==== Delivery packing slips / Unified workflow ====
@@ Line 113: / Line 165: @@
 This option allows you to merge together the picking and packing workflows inside the Delivery module.  (The Picking module becomes practically obsolete if you use this.)
-Using this option requires a UDF on the the packing slip table called ''CWMS_Stack'' of type ''Numeric (11)''.
+Using this option requires the following UDF on the the packing slip table, to support grouping together multiple packaging units, e.g. pallet stacks:
+^ Category                                ^ Title           ^ Data type    ^
+| Marketing Documents -> Package Content  | ''CWMS_Stack''  | Numeric (11) |
+The UDF is called "Stack" because it was originally added with the idea of supporting "sandwich pallets" (stacked pallets), but it could represent any kind of group.  E.g. you could have smaller boxes inside of larger crates, and in that case the larger crates would be identified by the "Stack" value.
 ==== Delivery packing slips / SSCC generation ====
@@ Line 119: / Line 176: @@
 With this option, you can have the app generate SSCC codes for each packing unit added to the packing slip.
-Using this requires a number of UDTs/UDFs:
+There are a number of requirements for this option to work:
-  * A UDF on the package types table called ''CWMS_NeedsSSCC'' of type ''Alphanumeric (1)'' with valid values ''Y'' and ''N''.  An SSCC will only be generated for package types for which this value is set to ''Y''.
+  - Set your company's GLN number under: Administration -> System Initialization -> Company Details
-  * A UDF on the packing slip table called ''CWMS_SSCC'' of type ''Alphanumeric (18)''.  This is where the generated SSCC will be stored.
+  - Create the following UDT and UDFs:
-  * A UDT called ''CWMS_SSCC'' of type ''No object with auto-increment''.
-  * A UDF on the ''CWMS_SSCC'' UDT called ''UUID'' of type ''Alphanumeric (36)''.
-The ''CWMS_SSCC'' UDT is only used internally by the app to record the SSCC numbers that were already generated and make sure no duplicates are used.  The table does not contain any information relevant for the SAP Business One users.
+=== Required UDT ===
+^ Table name   ^ Object type                       ^
+| CWMS_SSCC    | No object **with auto-increment** |
+This UDT is only used internally by the app to record SSCC numbers that were already generated and make sure no duplicates are used.  It does not contain any information relevant for SAP Business One users.
+=== Required UDFs ===
+^ Category                                ^ Title               ^ Data type          ^ Valid values ^
+| Master Data -> Package Types            | ''CWMS_NeedsSSCC''  | Alphanumeric (1)   | Y / N        |
+| Marketing Documents -> Package Content  | ''CWMS_SSCC''       | Alphanumeric (18)  |              |
+| User Tables -> CWMS_SSCC                | ''UUID''            | Alphanumeric (36)  |              |
+An SSCC will only be generated for a package if the type of the package has the ''CWMS_NeedsSSCC'' field set to ''Y''.
+The actually generated SSCC will be stored in the ''CWMS_SSCC'' field of the Package Content table.
 ==== Delivery packing slips / Batches and Serials ====
@@ Line 142: / Line 213: @@
 | ''Quantity''     | ''Quantity''          | ✓          |
+==== Allow rows with quantity of 0 in the delivery ====
+When enabled, the system allows delivery documents to include line items with a quantity of 0. This can be useful for retaining item structure or references in the document, even if no quantity is being delivered for specific lines.
+==== Hide inactive Package Types (requires UDF) ====
+When enabled, this option hides package types that are marked as inactive using a specific User-Defined Field (UDF). This helps to simplify selection lists by displaying only active and relevant packaging options.
+To activate this feature, a UDF must be created in SAP Business One:
+ **Location:**
+  Tools > Customization Tools > User-Defined Fields – Management
+  Navigate to: Master Data > Package Types
+ **Field Configuration:**
+  * **Title:** WMS_Active
+  * **Type:** Alphanumeric
+  * **Length:** 1
+  * **Validation:** Valid Values
+    * Y – Yes (Active)
+    * N – No (Inactive)
+  * **Set Default Value:** Y
+  * **Mandatory Field:** Checked
+===== Issue for Production =====
+==== Warehouse-Stock-Check ====
+When enabled, the system verifies if all required materials for the production are available in stock. If not, a warning icon (exclamation mark) is shown to indicate that the production receipt cannot be completed due to missing stock quantity.
 ===== Receipt from Production =====
@@ Line 148: / Line 249: @@
 The final booking screen of the Receipt From Production module normally allows the user to check a checkbox to close the production order for which the receipt is being booked.  Enabling this option will hide that checkbox so COBI.wms users cannot close production orders.
 ===== Miscellaneous =====
+==== Allow booking documents as draft ====
+Enables saving documents as drafts instead of final postings. Useful for review and approval workflows.
+==== Show non-inventory items in the item list ====
+Displays items that are not defined as Stock Item, such as services, in item selection lists.
 ==== Negative stock allowed ====
-Normally, the app prevents you from entering quantities in goods issuing documents (such as Delivery or Issue for Production) if the entered quantity is not on hand.  If you enable this option, such quantity checks will be disabled.
+Normally, the app prevents you from entering quantities in goods issuing documents (such as Delivery or Issue for Production) if the entered quantity is not on hand.  If you enable this option, such quantity checks will be disabled.\\
+//Note: SAP Business One might still block the booking of such documents if you haven't configured the system correctly.//
-**Note:** SAP Business One might still block the booking of such documents if you haven't configured the system correctly.
+==== Negative bin location allowed ====
+Allows stock levels in bin locations to go negative during transactions.\\
+//Note: This option must also be enabled in SAP Business One to take effect.//
+==== Negative Quantity allowed ====
+Permits entering negative quantities in transactions, e.g. for corrections or returns.\\
+//Note: This option must also be enabled in SAP Business One to take effect.//
+==== Auto-select default bin location of item ====
+Automatically selects the default bin location defined in SAP Business One for the item.
+==== Auto-select current bin location of item ====
+Automatically selects the bin location where the item is currently stored, based on real-time inventory.
+==== Username as document remarks ====
+Automatically adds the logged-in user's name as a remark in the document.\\
+//Note: If the scanner is configured with a device ID, the device ID will be used as the username instead.//
 ==== Skip screen showing booked document ====
@@ Line 162: / Line 292: @@
 Normally after a document is booked, the app will show you an overview of the document that was booked.  In this screen you can see the document number that was assigned by SAP Business One to the new document, and have labels printed for the lines of the document.  If you have no use of that screen and wish the app to skip it, enable this option.
+==== Don't allow over-quantity ====
+Prevents users from entering quantities that exceed the amount in the base document.
+==== Warning when min./max. inventory is exceeded or undershot ====
+Displays a warning if a transaction would push the item below its minimum or above its maximum stock level.\\
+//Note: Minimum and maximum inventory levels must be defined in SAP Business One.//
+==== Blocking of exceed or undershoot of min./max. inventory ====
+Actively blocks transactions that would violate defined minimum or maximum inventory levels.\\
+//Note: Minimum and maximum inventory levels must be defined in SAP Business One.//
+==== Show item images ====
+Displays item images (if available in SAP Business One) in item selection.
+==== Display FreeText field of lines ====
+Shows the “FreeText” field from the document line, useful for custom notes or additional item information.
+===== Session timeout (minutes) =====
+Defines the duration of user inactivity (in minutes) before the app automatically logs out. A value of 0 disables the timeout.
+===== Sort settings =====
+==== Sort documents by: ====
+Determines the default sorting order for document lists.
+Available options include:
+  * Document number
+  * Business partner code
+  * Business partner name
+  * Due date
+This setting helps users organize and locate documents more efficiently in the list view.
+==== Sort document lines by: ====
+Sets the default sorting method for lines within documents such as pick lists or receipts.
+Available options include:
+  * Item code
+  * Item name
+  * Item group
+  * Warehouse / Bin location
+This helps structure line items in a consistent and logical order, making it easier to process documents quickly.
+==== Sort stock list by: ====
+Controls the default sorting order of items in the warehouse stock overview.
+Available options include:
+  * Item code
+  * Item name
+  * In stock
+  * Allocated
+  * Ordered
+  * Available
+This helps users quickly identify and prioritize inventory based on quantity or item attributes.
+===== Language & Display =====
+==== Language: ====
+Sets the interface language of the application.
+==== Dateformat: ====
+Defines how dates are displayed within the app.
+//Example: DD.MM.YYYY//
+==== Display density: ====
+=== Override display density ===
+When enabled, allows the user to manually override the system’s automatic density setting.
+==== Font scale: ====
+Sets the scaling factor for text size in the application interface.\\
+Higher values increase readability on smaller screens.