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cobi.wms:app_options [2025/08/06 08:41] – [Hide inactive Package Types (requires UDF)] thuthcobi.wms:app_options [2026/09/21 15:50] (current) – [Picking with unit] thuth
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 **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. **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.
  
-**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:** 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>cw42__version</nowiki>'' for Version ''2.42'' In this case, the correct SQL command would be ''DROP VIEW <nowiki>cw42__version</nowiki>''.
  
 Note that the UDF is not actually used for all document types.  For example: Note that the UDF is not actually used for all document types.  For example:
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 This helps warehouse staff avoid duplicate processing and improves transparency during ongoing operations. This helps warehouse staff avoid duplicate processing and improves transparency during ongoing operations.
  
-==== Picking with unit ====+UDF definition:
  
-A new 'Pick Unitbutton allows users to add or scan a pick unit, enabling picking based on predefined packaging units. \\ +^ Category     ^ Title    ^ Description      ^  Type  ^   Validation  ^  Values    ^  
-This improves efficiency when handling bulk or standardized packaging units.+| Inventory -> Pick List | ''WMS_Start'' | Started? | Alphanumeric | Valid Values | Y - Yes/N - No | 
 + 
 + 
 +==== Picking with Picking Units ==== 
 + 
 +A new "Picking Unitbutton allows warehouse staff to scan or add packaging units directly during the picking process in order to pick items based on pre-defined packaging/handling units. \\ 
 +This significantly increases efficiency when handling consolidated orders or standardized shipping packaging. 
 + 
 +1. Definition of the UDF on Marketing Documents (Header): 
 +Path: //Marketing Documents ➔ Title (Header)// 
 + 
 +^ Title ^ Description ^ Type ^ Validation ^ Valid Values ^ 
 +| PICKUNITS | PICKUNITS | Alphanumeric (254) | None | -- | 
 + 
 +2. Definition of the User-Defined Table (UDT): 
 +Path: //Administration ➔ Setup ➔ User-Defined Tables// 
 + 
 +  * Table Name: ''PickUnits'' (results in ''@PickUnits'' in SAP) 
 +  * Table Description: ''PickUnits'' 
 +  * Table Type: ''No Object with Auto-Increment'' 
 + 
 +3. Definition of the User-Defined Fields (UDFs) within UDT 'PickUnits': 
 +Path: //Administration ➔ Setup ➔ User-Defined Fields ➔ User-Defined Tables ➔ PickUnits// 
 + 
 +^ Title ^ Description ^ Type ^ Validation ^ Valid Values ^ 
 +| Barcode | Barcode | Alphanumeric (254) | None | -- | 
 +| inUse | inUse | Alphanumeric (1) | Valid Values | 'Y' / 'N'
 +| lastUsed | lastUsed | Date | Date | -- | 
 +| docEntry | docEntry | Alphanumeric (254) | None | -- | 
 +| employeeId | employeeId | Alphanumeric (254) | None | -- |
  
 ==== Show text lines from sales orders ==== ==== Show text lines from sales orders ====
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 ==== Hide inactive Package Types (requires UDF) ==== ==== 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.+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: To activate this feature, a UDF must be created in SAP Business One:
  
- **Location:** +^ Category ^ Title            ^ Data Type             Valid values          ^ Mandatory? ^ 
-  Tools > Customization Tools > User-Defined Fields – Management +| Master Data → Package Types | ''WMS_Active''   | Alphanumeric (1)  | Y   | ✓ |
-  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 +
- +
-^ Title            ^ Type                 Validation         ^ Set Default Value   ^ Mandatory? ^ +
-| ''WMS_Active''   ''Alphanumeric(1)''  ''Y-(Yes) N-(No)'' | ''Y''               | ✓          |+
  
 =====  Purchase Return ===== =====  Purchase Return =====
cobi.wms/app_options.1754462514.txt.gz · Last modified: by thuth

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