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--- cobi.wms:app_options [2022/10/24 14:29] – [Delivery packing slips / SSCC generation] tkammer
+++ cobi.wms:app_options [2023/11/23 12:22] (current) – [Document filtering] tkammer
@@ 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.
@@ Line 16: / Line 18: @@
 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 //Marketing Documents// 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// (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>cw38__version</nowiki>'' for Version ''2.38''.  In this case, the correct SQL command would be ''DROP VIEW <nowiki>cw38__version</nowiki>''.
 Note that the UDF is not actually used for all document types.  For example:
@@ Line 31: / Line 33: @@
   * 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 =====