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--- cobi.wms:app_options [2025/08/06 08:46] – [Hide inactive Package Types (requires UDF)] thuth
+++ cobi.wms:app_options [2026/09/21 15:50] (current) – [Picking with unit] thuth
@@ Line 40: / Line 40: @@
 **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:
@@ Line 167: / Line 167: @@
 This helps warehouse staff avoid duplicate processing and improves transparency during ongoing operations.
-==== Picking with unit ====
+UDF definition:
-A new 'Pick Unit' button 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 Unit" button 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.
+. Definition of the UDF on Marketing Documents (Header):
+Path: //Marketing Documents ➔ Title (Header)//
+^ Title ^ Description ^ Type ^ Validation ^ Valid Values ^
+| PICKUNITS | PICKUNITS | Alphanumeric (254) | None | -- |
+. 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''
+. 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 ====
@@ Line 280: / Line 309: @@
 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 / N   | ✓ |
-  Navigate to: Master Data > Package Types
- **Field Configuration:**
-^ Category ^ Title            ^ Type                 ^ Validation                       ^ Set Default Value   ^ Mandatory? ^
-| Master Data → Package Types | ''WMS_Active''   | ''Alphanumeric(1)''  | ''Y–Yes(Active) N–No(Inactive)'' | ''Y''               | ✓          |
 =====  Purchase Return =====