Data Download
Description
By default, iDynamics Warehouse downloads to the mobile application all active document data for the warehouse employee, which are released (if the document has this status) and are not marked as finished.
Through events, the application also allows you to extend the data that is downloaded to the application (e.g. to display additional information associated with the lines), and to condition the download, so that certain documents or lines are not downloaded if they do not meet the criteria defined by the company.
Extra Information
One of the most common customizations is to include extra information in the lines visualized by the warehouse employee, e.g. to show the color of the item, to show vendor information in a receipt, ...
Document Headers
The header tables of all documents handled by the application include an IDPWHS Description field. This field is not visible by default and is intended to be filled in by code via customer customization (although it could be displayed and filled in manually, if desired by the customer).
If it has a value, the content of this field will be displayed next to the document code in the listings.
Document Lines
The line tables of all available documents have a field, hidden by default, called IDPWHS Extra Info. How to fill this field is left to the developer who implements the customization (e.g. when inserting the line, validating fields, by a process...). In any case, if this field has a value, it will be displayed on the screen in the mobile application, increasing the height of the document lines.
As a special characteristic, in the lines of transfer documents, there are two fields instead of one, to specify the additional information to be displayed in the outbound action, and the information to be displayed in the inbound action.
Exclude from Downloading
iDynamics Warehouse adds, to all documents and document lines that can be downloaded to the mobile application, a field called IDPWHS Ignore. If, through customization (or by displaying the field for manual editing), the value true is given to this field, headers or lines marked this way will be ignored when data is downloaded to the mobile application.
Once a user starts working with a document or line (modifies some quantity), the document/line will remain stored in the mobile device until they send the data or unlock the document, ignoring this check to avoid data loss.
Maximum Quantity Allowed
By default, the maximum quantity that users will see, and be able to fill in, on all documents, will correspond to that of the Outstanding Qty. field. On receipts, purchase and sales orders, however, some fields allow you to customize the quantity shown to users of the mobile application.
Receipts and Purchases
In these documents, there is a field called IDPWHS Qty. Expected that allows you to indicate the quantity you expect to receive. This can be useful, for example, if the vendor indicates that we are going to receive only a part of the order, so that the user works on the quantity shipped, and not on the outstanding total of the purchase order.
This field can be filled manually by the user or assigned by code. If done by code, always use Validate to assign the value.
Sales Orders
In the sales order lines there is a field called IDPWHS Qty. Ready to Ship, which allows us to indicate the quantity that is ready to be shipped. Coupled with the IDPWHS Ignore field, mentioned above, this allows to guide warehouse employees when preparing partial shipments of sales orders.
This field can be filled in manually by the user or assigned by code. If by code, always use Validate to assign the value.