NOTE: Inventory Manager (DC) release coming soon. If devices have auto updates enabled, you'll get a version mismatch with your console app, forcing you to upgrade the console app. Disable auto updates on all devices. See documentation Here

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Mobile User's Manual

Overview

The Mobile License Manager allows users to add licenses for mobile devices on which the DataCollection mobile client will be installed. Without this license, the DataCollection mobile client will not be able to connect to the DC service.

Security

To access Mobile License Manager, it must first be enabled in the Security Editor (Modules > Security Editor). Make sure the Mobile License Manager option is checked in the Security grid.

DataCollection Mobile Installation

To upgrade your version of DataCollection Mobile on your mobile computer, you will first have to remove the current version of DataCollection Mobile by completing the following steps:

  1. Tap the Start button then select the Programs option.
  2. Find the Remove Programs option and double tap on it.
  3. The Remove Programs screen appears. Select SalesPad DataCollection from the list and tab the Remove button.
  4. Select Yes when the confirmation screen appears.
  5. Tap the OK button when the Uninstall Complete screen appears.
  6. Tap the OK button again to exit the Remove Programs screen.
  7. Tap the X button to close the Settings screen and return to the desktop.

To copy the CAB installer file to your mobile computer:

  1. Connect your mobile computer’s cradle to your PC.
  2. On your PC, navigate to Start > My Computer.
  3. Find your portable device under the list for Portable Devices.
  4. Double-click on your portable device and navigate to its root drive.
  5. Copy and paste the CAB installer file to the root of the drive.

To install DataCollection Mobile complete the following steps:

  1. On your mobile computer, tap the Start button then select the Programs option.
  2. Find the File Explorer option and double tap on it.
  3. Find the CAB file you copied previously.
  4. Double tap the CAB file to initiate the setup process.
  5. Using File Explorer, navigate to Program Files > DataCollection and double tap on the DataCollection program to launch it.
  6. The DataCollection sign on screen appears. If no web service connections exist, you will be automatically routed to the setup screen where you can enter your connection information.
DataCollection Mobile Configuration

To set up DataCollection Mobile:

  1. From the DataCollection sign on screen, tap on the Settings button. The Settings screen appears.
  2. Tap on the + button and enter a connection name.
  3. In the DataCollection Server text box, enter the IP address of the server running the Data Collection service followed by the port number (default is 5501).
  4. For service type select either Windows, IIS, or custom:
    • Selecting the Windows radio button tells DataCollection to automatically append the default suffix to the server URL for this connection type. Select this option if you are running DataCollection service from the DataCollection Console.
    • Selecting the IIS radio button tells DataCollection not to append a suffix to the server URL for this connection type. Select this option if you are running DataCollection service from a website hosted on IIS.
    • Selecting the Custom radio button tells DataCollection not to modify the server URL in any way. Select custom if you have modified the service URL and it now differs from the default one.
  5. Tap the Save button. Tap the OK button to exit the Settings screen and return to the sign on screen.
Usage
Add License (Manual)

Click the New button on the Mobile License Manager screen and the Mobile License Editor window will be displayed.

Enter a unique device ID, select a module from the Module dropdown, and click OK to add a mobile license. Device ID and module fields are required to add a mobile license; the rest of the fields are optional and can be used to enter information specific to the handheld.

The unique device ID is obtained from the handheld. On the “Login” screen tap the Settings button, then tap the ID button. The unique device ID will be displayed.

Add License (Automatic)

To allow DataCollection to automatically assign licenses when users log in to the DC mobile client, go to Settings in DC Console and set the Auto Assign Mobile License option to True.

You can view and modify added licenses on the Mobile License Manager screen.

Delete License

Select an existing license you wish to delete and click the Delete button. Click Yes on the resulting confirmation prompt to permanently delete the license.

Edit License

Select an existing license and click the Edit button. The Mobile License Editor window will be displayed. Modify the desired values and click OK to save your changes.

Please note that the device ID and module fields are not editable. To change these values, you will need to delete the license entry first and then add it again with new values.

Setting Up New Connections in DC Mobile

The Settings screen in DataCollection Mobile allows users to create, update and delete connections to different Dynamics GP companies. To create a new connection, follow the steps listed below:

  1. On the Login screen, tap the Settings button. The settings screen will appear
  2. Tap the + button under Connection Name to add a new connection
  3. Enter the Connection Name
  4. In the field under DataCollection Server, enter the name of the DataCollection Service you are connecting to
  5. Tap the Save button
  6. Tap OK to return to the Login screen
Login Screen

To log in to DataCollection Mobile, follow the instructions below:

  1. Select the Connection Name from the dropdown menu
  2. Enter the User Name and Password. These fields are case sensitive
  3. Tap the Login button
  4. If the authentication is successful, the next screen you will see is the main menu where you can choose one of the inventory transactions available to start working
  5. If the authentication fails, an error is displayed at the top of the screen. Please tap the error message to see the error details

Note: The Quit button exits the DC Mobile application

Main Menu

The Main Menu is a central screen from which users navigate to the functions available in DataCollection Mobile. To start a transaction, tap the button for that transaction. Choose from Picking, Receiving, Packing, Site Transfers, Shipping, Bin Transfers, Stock Counts, Inventory Adjustments, Returns, Receipt Confirmation and, if applicable, Pallet Transfers (see Pallet Tracking documentation). The information displayed at the bottom of the screen shows the company database you are working with, and the company and user used to authenticate to DC Mobile. The bottom right part of the screen also displays the version of DataCollection that is currently loaded on the mobile computer.

The keyboard icon that appears on the bottom right of every screen opens the operating system’s virtual keyboard. You may use this tool to as an alternate way of entering data.

From within any of the screens, tap the button at the top right corner of the application screen to return to the Main Menu.

Note: DataCollection requires a constant connection to the wireless network. All processes are real-time. We do not support batch processing (scan a batch of items in a disconnected state and then upload that information at a later time).

Receiving

SalesPad DataCollection offers a variety of options for receiving. When you select Receiving from the Main Menu, you see the Receipt Header screen shown below. The information on this screen is optional, but allows for a wider variety of receiving. The Enable Classic Receiving Setting will cause this screen to be skipped if you do not need to allow for the additional options. See the Settings section for more information.

When you have supplied the information you wish on the Receipt Header, click Submit to begin receiving items by following the steps below.

Note: If you have chosen SHIPMENT INVOICE in the Rcpt Type field you will have to enter a Vendor Doc Number into the VendDoc field in order to continue.

  1. Scan or enter a purchase order number. You may only receive against a new or released PO.
    You may also receive items without a PO, as long as you enter a valid, active Vendor ID. Receiving a line from a PO or supplying a Vendor ID on the Receipt Header screen will store a Vendor ID to be received against.
  2. Enter an item number in the Item field. You may also tap on the Item link to look up all the sales line items on that purchase order. Select an item and then tap the OK button. Note that if you have more than one sales line for the same item number, the lookup displays distinct sales lines for those items and they will need to be received separately
  3. If the item is a lot tracked item, the Lot field will appear on the screen (if not, skip this step):

    Tap the ellipsis (...) to open the Lot Attributes screen, which allows users to view and add/change lot attributes including expiration and manufactured dates

    Note: Lot Attributes are set up in Dynamics GP on the Item Maintenance Options screen
    On the DC Lot Attributes screen, make any changes or additions, tap “Submit” to commit the changes, and tap OK to return to the Receiving screen
  4. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field. You may also generate serial/lot numbers automatically by tapping the Auto button. If you select this option, you will need to enter the number of serials desired and a serial/lot number format depending on your settings. See the section Auto Assign Serial/Lot Number Format for details
  5. Enter the quantity. If you enter a quantity higher than the quantity to receive in the sales line item, a dialog will appear asking you to confirm the over-receipt. You may auto populate this field every time the screen loads by entering a value in the Default Receiving Quantity setting in the DC Console
  6. If GP has the multi-bin option enabled, you will see the bin field on the screen. Enter the bin to receive against. You may also tap on the Bin link to look up all the bins on that site. Select the bin desired and then tap the OK button

    If the bin you entered does not exist but you have the setting Allow Bin Creation enabled in the DC Console, the application will automatically create that bin for you
  7. Enter the site you want to receive against. You may auto populate this field every time the screen loads by entering a warehouse in the Default Warehouse setting in the DC Console
  8. Tap the Submit button to finish
  9. Repeat steps 2 to 7 until the PO is fully received. You may exit the transaction and finish entering the receipt later by tapping the OK button located on the right top corner of the application
  10. If you make a mistake while entering data or if you scanned the wrong bar code, you may backspace on that field and correct your data. The Clear button clears all fields on the form. The list of fields to clear may be adjusted in the DC Console via the setting Receiving Fields To Clear
  11. When the purchase order is fully received, a message will appear at the top of the screen informing the user and displaying the receipt number

Note: DataCollection Mobile does not post any transactions in Dynamics GP. Users must post the receipt manually.

Auto Assign Serial/Lot Number Format

You may specify the format of the serial/lot numbers used during the automatic generation process.

In the DataCollection Console, click on the Settings button in the toolbar and find the two settings below in the miscellaneous section.

The default format is {0:yyyyMMdd}_{1:0000} which adds the system date in yyyyMMdd format as a prefix to the auto incrementing number. You may change this format number to fit your needs.

If you set any of these settings to manual, you may enter the number format during the receipt by tapping the Auto button in the serial/lot field. In the image below, the yyMMdd format was used.

If you prefer to use Dynamics GP number formats you may set these settings to blank.

During the receipt, you only need to enter the number of serials to generate and skip the format text box.

Note: If you adjust your settings in the DC Console, you will need to save the changes, log off and log back in to DC Mobile before the changes take effect.

Receiving Settings

Adjust the following DataCollection Console settings as necessary. Save any changes you make in DC Console and log back in to both the DC Console and DC Mobile for changes to take effect.

Receiving General Settings
  • Auto Generate Lot Numbers Format - Sets the format of the auto generated lot numbers created during receiving on DataCollection Console.
  • Auto Assign Serial Number Format - Sets the format of the auto generated serial numbers created during receiving on DataCollection Console.
  • Can Over Receive - When set to True, the user can receive items even when the quantity to receive is greater than the quantity ordered.
  • Default Receiving Batch - A value used to determine the default batch during receiving.
  • Default Receiving Bin - A value used to determine the default bin during receiving.
  • Group Receipt Lines - When set to False, a new receipt line will be created every time new quantity is received for the same item.
  • Prompt When Over Receiving - When set to True, DataCollection prompts the user to allow or prevent over receiving when the quantity received exceeds the quantity ordered.
Receiving Scanner Settings
  • Allow Auto Generate Serial Lot - Determines whether the auto-generate button will be enabled on the scanner on Receiving and Inventory Adjustment. Set this to False if you’re using serials or lots that are generated outside of Dynamics and you need the users to scan the values in when receiving.
  • Allow Item Lookup Selections As Scanned Receipt Items - If set to True, the quantity field will be incremented when the user selects an item through the lookup screen when the setting Increment By Scan is enabled.
  • Auto Generate Bin Numbers - Creates bin numbers if the bin is empty based on the Auto Generate Bin Numbers Format setting.
  • Auto Generate Bin Numbers Format - The layout of the bin numbers that will be auto generated. Defaults to an incrementing integer with an Auto prefix. (ex Auto:100)
  • Auto Submit Receipts - If enabled, this setting allows serial/lot numbers to be auto-generated and receipts to be automatically submitted when the PO number and item number are entered.
  • Catch Weight Separation Character - Specify a character that will separate the lot number and weight when receiving catch weight items.
  • Clear Bin On Submit - Clears the Bin field on submit.
  • Client Auto Assign Lot Number Format - Sets the format of the auto generated lot numbers created during receiving using DataCollection on a handheld scanner.
  • Client Auto Assign Serial Number Format - Sets the format of the auto generated serial numbers created during receiving using DataCollection on a handheld scanner.
  • Default Receiving Quantity - The number that will default into the quantity text box on the receiving screen when using the handheld scanner.
  • Enable Classic Receiving - When set to True, the handheld receiving screen will skip the receipt header screen and go directly to a PO Receiving screen like older version of DataCollection. Receipts generated with this enabled will be Shipment Receipts.
  • Enable Updating SalesPad Future Lot User Fields - If set to True, DataCollection will update SalesPad lot user fields (spxFutureInventoryLotNum) for lots that are not in the system yet.
  • PO Lookup Cutoff Date - Enter the PO date field that specifies which date to use as a cutoff during PO Lookups. The options are: Promised_Ship_Date, Promised_Date, Required_Date.
  • PO Lookup Date Range - Enter the number of days to use as date range criteria during PO Lookups. The value sets both the number of days in history that the search will go back and the cutoff date.
  • Receipt Types Allowed - Defines a list of Receipt Types that will be allowed in Receiving. Currently, Shipment and Shipment Invoice are the only supported Receipt Types. This setting is used to populate the Receipt Types dropdown on the Receipt Header screen for Receiving; Enable Classic Receiving must be False.
  • Receiving Increment By Scan - If set to True, the quantity field in the Receiving screen will be disabled and the quantity will be calculated/incremented by the number of individual items scanned. This setting cannot be used when the setting Suggest Next Item To Receive is enabled.
  • Receiving Pre Submit Script - Receiving C# script that executes when the Submit button is clicked before the transaction is saved.
  • Receiving Post Submit Script - Receiving C# script that executes when the Submit button is clicked after the transaction is saved.
  • Require Bin On Submit - If set to True, users are required to enter a value in the Bin field when they submit the transaction.
  • Require PO On Submit - When True, the receiving screen will require a Purchase Order number in order to receive items.
  • Reuse Auto Generated Bin Numbers – Allows each mobile device to reuse the last bin number it generated.
  • Suggest Next Item To Receive - If enabled, suggests the next item to receive in the order in which it is listed on the sales document. Upon tapping Submit, DC Mobile automatically loads the next item to the item number field
  • Use PO Number As Receipt Batch - If True, batch names will match the receipt number. If False, all receipts will be in the same batch
General Settings
  • Default Warehouse - Enter the name of the desired warehouse to pre-populate the warehouse field in all DC Mobile transactions when the screen loads.
  • Force Rescan - If set to True, DC forces users to rescan item numbers for verification purposes. The item number will clear after the first scan and the item must be rescanned to be accepted as a valid entry to allow the user to continue the transaction. When set to False, the item number will be accepted the first time it is scanned.
Screen Setup Settings
  • Receiving Field Sequence - See Changing the Field Sequences under Additional Settings
  • Receiving Fields To Clear - See Modifying the Fields to Clear under Additional Settings
  • Receiving Select Field Sequence - See Changing the Field Sequences under Additional Settings
  • Receiving Select Fields To Clear - See Modifying the Fields to Clear under Additional Settings
Receipt Confirmation

Receipt Confirmation allows users to confirm the completeness and accuracy of a receipt document and also enables users to edit the receipt and adjust it before it is posted. If an item is already on the receipt, users may change the receipt bin, quantity and lot number. Otherwise, the item is added to the receipt.

To confirm a receipt follow the steps below:

  1. Scan or enter a receipt document number. You may also enter or scan a purchase order number and DataCollection will load the receipt document associated with it. You may also use the Rcpt# link to lookup receipt documents in a ready to confirm batch. You may define the batch to monitor for this purpose in the Settings screen with the setting Receipt Confirmation Batch
  2. If you are going to change an item, enter the item number in the “Item” field. You may also tap on the Item link to see all the items received so far. Otherwise, if you are adding a new item to the receipt enter or scan the new item number
  3. If the item is a lot tracked item, the “Lot” field will appear on the screen (if not, skip this step):

    Tap the ellipsis to open the Lot Attributes screen, which allows users to view and add/change lot attributes including expiration and manufactured dates. On the DC Lot Attributes screen, make any changes or additions, tap “Submit” to commit the changes, and tap OK to return to the Receiving screen
  4. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field. Enter the quantity. If you enter a quantity higher than the quantity to receive in the sales line item, a dialog will appear asking you to confirm the over-receipt.
  5. If GP has the multi-bin option enabled, you will see the bin field on the screen. Enter the bin to receive against. You may also tap on the Bin link to look up all the bins on that site. Select the bin desired and then tap the OK button.
    If the bin you entered does not exist but you have the setting Allow Bin Creation enabled in the DC Console, the application will automatically create that bin for you
  6. Enter the warehouse you want to receive against. You may auto populate this field every time the screen loads by entering a warehouse in the Default Warehouse setting in the DC Console
  7. Tap the Submit button to finish
  8. Repeat steps 2 to 7 until the PO is fully confirmed
Receipt Confirmation Settings

Receipt Processing General Settings

  • Filter Out Closed And Cancelled – If set to True, Purchase Orders with a status of Closed will be filtered out of search results and will not be displayed in the data grid.
  • Filter Out Non-Standard Orders – If set to True, Purchase Orders with a type other than Standard will be filtered out of search results and will not be displayed in the data grid.
  • Pre-Print Script - C# script that executes when you click the OK button on the print dialog, before the document prints.
  • Receipt Label Put Away UofMs – Allows the user to change the unit of measure that will be used to print the receipt labels.
  • Receipt Label Sticky Data Fields – Data entered here does not reset after printing a report so the user does not have to enter it each time.
  • Receipt Label User Data Fields – User Data Fields allow the user to manually enter data during print time and add it to reports being printed.
Screen Setup Settings
  • Receipt Confirmation Sequence – See Changing the Field Sequences under Additional Settings
  • Receipt Confirmation Fields To Clear – See Modifying the Fields to Clear under Additional Settings
Bin Transfer

The Bin Transfer screen allows users to move merchandise to other bins located in the same site. To transfer items to another bin, follow the steps below:

 Note: The Bin Transfers button will be disabled in the main menu if the multi-bin option is disabled in GP

  1. Scan or enter the item number
  2. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field
  3. Enter the bin you are transferring the item from. You may also tap on the From link to look up all bins containing the item. You may also enter the site for more precise searches. Select the bin desired and then tap the OK button
  4. Enter the bin you are transferring the item to. You may use the To link here as well. If the bin you entered does not exist but you have the setting Allow Bin Creation enabled in the DC Console Settings, the application will automatically create that bin for you
  5. Enter the quantity and select the unit of measure from the dropdown list
  6. If applicable, you can enter or view notes in the Note field
  7. Tap the Submit button
Bin Transfer Settings

Bin Transfer Scanner Settings

  • Allow Item Lookup Selections As Scanned Transfer Items – If set tot True, the quantity field will be incremented when users select and item through the lookup screen when the setting Increment By Scan is enabled.
  • Auto Submit Bin Transfers – If set to True, the bin transfer transaction will auto submit after entering all data in the scanner.
  • Default Bin Transfer Quantity – The quantity that will default into the quantity text box on the bin transfer screen. Use Max to use the full bin quantity.
  • Default Transfer To Bin – The default bin used for bin transfers.
  • Increment Quantity By Scanning Transferred Item – If set to True, the quantity field in the Bin Transfers screen will be disabled and the quantity will be calculated/incremented by the number of individual items scanned.
  • Shows Item Bins Only In the To Bin Lookup for Bin Transfers – If set to True, the To Bin lookup query results will only display the bins where the item has inventory for bin transfers.
Bin Transfer General Settings

BIN TRANSFER FIELD SEQUENCE – See Changing the Field Sequences under Additional Settings

BIN TRANSFER FIELDS TO CLEAR – See Modifying the Fields to Clear under Additional Settings

Site Transfer

The Site Transfer screen allows users to transfer merchandise to different warehouses. To transfer items to another site, follow the steps below:

  1. If you are starting a new transfer document, leave the document field blank. Otherwise, enter the document number you want to edit. You may use the Doc# link to lookup open transfer documents
  2. Scan or enter the item number
  3. Enter the warehouse you are transferring the item from. You may also tap on the From Site link to look up all warehouses containing the item. You may also enter the warehouse for more precise searches. Select the bin desired and then tap the OK button
  4. Enter the bin you are transferring the item from. You may use the From Bin link here as well
  5. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field
  6. Enter the quantity and select the unit of measure from the dropdown list
  7. Enter the warehouse you are transferring the item to. You may also tap on the To Site link
  8. Enter the bin you are transferring the item to. You may use the To Bin link here as well. If the bin you entered does not exist but you have the setting Allow Bin Creation enabled in the DC Console Settings, the application will automatically create that bin for you
  9. You can optionally add notes in the Note field, to see the notes entered click the Note link
  10. Tap the Submit button

Note: To make a successful transfer, the quantity being transferred must be on hand and unallocated in the From Site

Site Transfer Settings

Site Transfer Scanner Settings

  • Shows Item Bins Only In the To Bin Lookup for Site Transfers - If set to True, the To Bin lookup query results will only display the bins where the item has inventory for site transfers.
  • Site Transfer Document Lookup Batch – In the Site Transfers screen, the document lookup will only display the site transfer documents matching the specified workflow batch. If this setting is left blank, the lookup will not filter by workflow batch.
Site Transfer General Settings
  • Site Transfer Field Sequence – See Changing the Field Sequences under Additional Settings
  • Site Transfer Fields To Clear – See Modifying the Fields to Clear under Additional Settings
  • Shows Item Bins Only In The To Bin Lookup – If True, the To Bin lookup query results will only display bins where the item has inventory. If the item number is not entered, the lookup will display all bins
Inventory Adjustments

The Inventory Adjustments screen allows users to increase or decrease the quantity of available inventory. To make an Inventory Adjustment, follow the steps below:

  1. Scan or enter the item number to be adjusted
  2. If the item is a lot tracked item, the Lot field will appear on the screen (if not, skip this step): Tap the ellipsis (...) to open the Lot Attributes screen, which allows users to view and add/change lot attributes including expiration and manufactured dates, etc.

    On the DC Lot Attributes screen, make any changes or additions and tap OK to return to the Inventory
  3. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field
  4. Enter the Quantity and unit of measure. Tap the +/- button in the quantity field to indicate if the transaction will increase or decrease inventory (- will decrease; + will increase)
  5. Enter the bin location where the adjusted item is located. You may also tap on the Bin link to look up all bins containing the item
  6. Enter the site where the adjusted item is located. You may also use the Site lookup link
  7. If applicable, you can enter or view notes in the Note field
  8. Tap the Submit button
Inventory Adjustment Settings
  • Inventory Adjustment Field Sequence – See Changing the Field Sequences under Additional Settings
  • Inventory Adjustment Fields To Clear – See Modifying the Fields to Clear under Additional Settings
  • Shows Item Bins Only In The To Bin Lookup – If True, the To Bin lookup query results will only display bins where the item has inventory. If the item number is not entered, the lookup will display all bins
Picking

The Picking screen allows users to fulfill specific items for a sales order. Bin suggestions on the Picking screen will display top five bins ordered by available quantity. If the user has the Extended Warehouse Module license, this list will be organized based on the bin type set on the Warehouse Configuration screen in DC console. Forward Pick bins are suggested first. If the total number of Forward Pick bins does not end up being five due to unavailable inventory, then Replenishment bins will be added to suggestions.

To begin picking an item, follow the steps below:

  1. Enter the sales document number
  2. Scan or enter the item number. You may also tap on the Item link to choose from the sales line items in that sales document. The lookup screen also displays the ordered quantity and the quantity to pick for each line. Select a line item and tap the OK button
  3. If the item you entered is serial or lot controlled, scan or enter the serial/lot numbers, otherwise skip that field
  4. Enter a bin number to pick the item from. You may also tap on the Bin link to look up all bins containing the item. If you don’t use multi-bin, you may skip this step
  5. Enter the quantity and select the unit of measure from the dropdown list. If you enter a quantity greater than the ordered quantity, the following error message will appear:
  6. Enter the site to pick the item from. You may also tap on the Site link to choose from a list
  7. Tap the Submit button. The information clears except for the document number so you can continue to pick items from that sales document
  8. When all items have been picked for a document, the Document is Fully Picked notification will appear

Note: A Sales Document cannot be open in SalesPad while being entered in DataCollection. If you try to submit a transaction in DataCollection with an open Sales Document, an error message will appear letting the user know that sales document is locked by another user.

Skip Picking Suggestion

Users can skip picking suggestions made by DataCollection by marking a sales line as skipped. This is useful if, during picking, inventory is not available from picking bins and needs to be transferred. At that point, the user can mark the item as skipped and move on to pick the rest of the document. After bin transfer is complete, the user can go back to the Picking screen, reset skipped suggestions, and complete picking the sales document. In order to use this functionality, DataCollection or SalesPad GP boolean user-defined field on the sales line must be configured and set in application settings.

Picking Settings

The following DataCollection Console settings allow you to modify the behavior of the Picking transaction to better fit your needs. Adjust these settings as necessary. Save any changes you make in DC Console and then log off and log back in to DC Mobile for changes to take effect.

Picking Scanner Settings
  • Auto Submit Picks – If set to True, the pick will auto submit after entering all data in the scanner. SalesPad recommends turning off the Suggest Next Item to Pick setting when auto submit is enabled.
  • Bin Text Field is Scan Only – If set to True, the bin text field will not accept keyed in data, forcing users to scan the bin. Bin lookups override this function but you may also turn off the bin lookup via the setting Disable Picking Bin Lookups.
  • Default Picking Quantity – Sets the default quantity every time the Picking screen loads. The default quantity value can be overridden at run time
  • Disable Picking Bin Lookup – If True, Bin Lookup will not be accessible during Picking
  • Forward Document on Pick Finished Using SalesPad – If set to True, DataCollection will attempt to forward the document using SalesPad workflow after it has been fully picked. This setting requires SalesPad Remote Library service to be running and accessible to DataCollection.
  • Integrate Pick And Pack – Adds a package field to the picking screen, which may optionally be filled. If you enter a package number, the item will be automatically packed upon submitting the pick
  • Maintain Item Number Until Fully Picked – If the Suggest Next Item To Pick setting is enabled, and you pick the item partially, DC Mobile keeps suggesting the same item until all lines for the that item number have been completely picked. When that item is completely picked it loads the next item in the order
  • Master Lot Character – Allows users to pick multiple lots that belong to a master lot number. While picking, the user may enter ABC—in the lot number field where ABC represents the master lot prefix and the hyphen represents the default master lot character. All lots matching the value preceding the Master Lot Character will be picked if the quantity is available upon submit. If the quantity is not available DC Mobile will only pick as many as there are available
  • Pick Finished Batch - Allows users to specify the workflow batch the document will be moved to after being fully picked
  • Skip Picking Suggestions - Boolean user-defined field on the sales line. When set, it allows the user to skip picking suggestions on DC mobile.
  • Suggest Next Item To Pick – If enabled, suggests the next item to pick in the order in which it is listed on the sales document. Upon tapping Submit, DC Mobile automatically loads the next item to the item number field
  • Picking Allow Item Lookup Increments – If set to True, the quantity field will be incremented when users select an item through the lookup screen when the setting Increment By Scan is enabled.
  • Picking Increment Quantity By Scan – If set to True, the quantity field in the Picking screen will be disabled and the quantity will be calculated/incremented by the number of individual items scanned. This setting cannot be used when the setting Suggest Next Item to Pick is enabled.
  • Picking Post Submit Script – C# script that executes when the Submit button is clicked after the transaction is saved.
  • Picking Pre Submit Script – C# script that executes when the Submit button is clicked before the transaction is saved.
  • Picking Sales Document Lookup Batch - The Picking Sales Document Lookup Batch setting allows users to filter the sales order lookup results to display only orders in a specific batch. If the setting is left blank, the lookup will not filter by workflow batch
  • Picking Temporary Bin - When specified, allows users to transfer items to a temporary bin on picking, then pick from that bin instead of picking directly from a source bin
  • Suggest Next Item To Pick – If enabled, suggests the next item to pick in the order in which it is listed on the sales document. Upon tapping Submit, DC Mobile automatically loads the next item to the item number field
  • Use Custom Get Next Unfulfilled Line – If set to True, DataCollection will use the custom stored procedure dccpGetNextUnfulfilledLineItem to determine the next item number to pick. When enabled, this setting overrides the setting Suggest Next Item To Pick.
Picking General Settings
  • Picking Field Sequence - See Changing the Field Sequences under Additional Settings
  • Picking Fields To Clear - See Modifying the Fields to Clear under Additional Settings
  • SalesPad Remote Service URL - SalesPad remote library address. SalesPad service needs to be running and has to be accessible by DataCollection. Defaults to 'http://localhost:5501/SalesPadRemoteLibrary'.
Packing

The Packing screen allows users to assign picked items to a package. To assign picked items to a package follow the steps below:

Note: With the setting Integrate Pick and Pack set to True in the DataCollection Console, Packing is merged with the Picking transaction. Refer to Integrate Pick and Pack in the previous section for more information.

  1. Scan or enter a sale document number. You may only pack items that have been picked
  2. Scan an item number in the Item field. You may also tap on the Item link to look up all the sales line items on that sales document. Select an item and then tap the OK button
  3. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field
  4. Enter the quantity. You cannot pack more than was fulfilled. Also, select the unit of measure from the dropdown list
  5. Enter the site to receive against. You may also tap on the Site link to look up all the sites available. Select the site desired and then tap the OK button
  6. To create a new package, tap the New button, otherwise you may scan, enter or select the package from the lookup
  7. You can optionally add notes in the Note field, to see the notes entered click the Note link
  8. Tap the Submit button. When all items have been packed, you will get the Document Fully Packed confirmation message

Note: A Sales Document cannot be open in SalesPad while being packed in DataCollection. If you try to submit a transaction and the sales document is being edited by another user, an error message will appear telling you that the sales document is locked.

Packing Settings

Packing Scanner Settings

  • Max Items Per Package – The max quantity of items that can be packing into a package. After reaching the max, a new package will automatically be created.
  • Pack Finished Batch – Specifies the workflow batch the document will be moved to after being fully packed
  • Packing Auto Submit – If set to True, the pack will auto-submit after entering all of the data on the scanner. SalesPad recommends turning off the Suggest Next Item To Pack setting when auto-submit is enabled.
  • Packing Increment Qty By Scan – If set to True, the quantity field in the Packing screen will be disabled and the quantity will be calculated/incremented by the number of individual items scanned. This setting cannot be used when the Suggest Next Item To Pack setting is enabled.
  • Packing Sales Document Lookup Batch - This setting allows users to filter the sales order lookup results to display only orders in a specific batch. If the setting is left blank, the lookup will not filter by workflow batch
  • Serial Lot Entry Is Required – If set to False, DataCollection will not require users to enter lot/serial numbers as part of the transaction validation.
  • Suggest Next Item To Pack - If enabled, suggests the next item to pack in the order in which it is listed on the sales document. Upon tapping the Submit button, DC Mobile automatically loads the next item to the item number field
Packing General Settings
  • Packing Field Sequence - See Changing the Field Sequences under Additional Settings
  • Packing Fields To Clear - See Modifying the Fields to Clear under Additional Settings
Shipping

The Shipping screen allows users to confirm the items that have been picked for shipping. Submitting a shipment confirmation creates an audit log entry in the sales document in SalesPad entered.

To ship picked items follow the steps below:

  1. Scan or enter a sale document number. You may only ship items that have been picked.
  2. The number of items remaining to confirm in the sales order will display on the lower right hand corner
  3. You may tap the number to see more details. If you do so, the items confirmed list appears
  4. Scan an item number in the Item field. You may also tap on the Item link to look up all the sales line items on that sales document. Select an item and then tap the OK button.
  5. Scan or enter the same item number in the Confirm field. You may use the lookup link on this field as well. If the two lines don’t match, the following error message will appear:
  6. Enter the quantity. You cannot ship more than was fulfilled
  7. Enter the site to ship from. You may also tap on the Site link to look up all the sites available Select the site desired and then tap the OK button
  8. Tap the Submit button
  9. Repeat steps 2 through 8 until all items have been shipped
  10. You may tap the Remaining number link to display the confirmed list
  11. Tap the OK button to return to the shipping screen
  12. When all items have been shipped, you will get the All Lines Confirmed message
Shipping Settings Shipping Scanner Settings
  • Shipping Confirmation Finished Batch - Specifies the workflow batch the document will be moved to after being fully shipped
  • Shipping Confirmation Lookup Batch – In the Shipping screen, the Sales Document field will validate the workflow batch. If this setting is left blank, the lookup will not filter by workflow batch.
  • Shipping Increment By Scan – If set to True, the quantity field in the Shipping screen will be disabled by default and the quantity will be calculated/incremented by the number of individual items scanned.
Shipping General Settings
  • Shipping Field Sequence - See Changing the Field Sequences under Additional Settings
  • Shipping Fields To Clear - See Modifying the Fields to Clear under Additional Settings
Stock Counts

The Stock Counts screen allows users to check the number of goods that are available in your company. To start a stock count you will first need to create a stock Count ID and a stock schedule in Dynamics GP:

  1. Open the Stock Count Schedule screen in GP. Click on the Inventory button > Stock Count Schedule or from the main toolbar, go to Transactions > Inventory > Stock Count Schedule
  2. On this screen, select or create a Stock Count ID (click the magnifying glass icon and make a selection from the pop-up window)
  3. Click the Mass Add button to add items, or add items one at a time to the grid
  4. Click the Start Count button at the top of the screen to start the count. The Report Destination screen will appear
  5. Select a destination for the report and click OK. Follow any further on-screen instructions for the report
  6. Use the handheld device to count the items
  7. If you counted any serial or lot controlled items, you may verify their count by clicking on the Serial Number button in GP’s Stock Count Lot Number Entry window:

    If your count exceeded the captured quantity in the system, the difference will reflect in the Variance column for that serial/lot number. When you finish verifying your count, click OK to return to the Stock Count Entry window.
  8. Process the stock count in the Stock Count Entry screen (on the Inventory screen, Transactions column right below Stock Count Schedule, or Transactions > Inventory > Stock Count Entry) enter that same stock count id and click the Process button
  9. Please reference your Dynamics GP documentation or contact your Dynamics GP dealer if you need additional help creating stock count IDs and schedules.

To start counting stock in DataCollection Mobile:

  1. From the Stock Counts screen, scan or enter an item number in the Item field.
    If you enter the Count ID, you may also tap on the Item link to look up all the items in the Count ID. Select an item and then tap the OK button
  2. If the item you entered is serial or lot controlled, enter the serial/lot number, otherwise skip that field
  3. Enter the bin to count. You may also tap on the Bin link to look up all the bins with stock on that site. Select the bin desired and then tap the OK button
  4. Enter the counted quantity and select a unit of measure from the dropdown list
  5. Enter the site where the counted bin is located. You may auto populate this field every time the screen loads by entering a warehouse in the Default Warehouse setting in the DC Console
  6. If you did not enter a Count ID in step 1, scan or enter it now. You may use the Count ID link to look up active count IDs in your company
  7. Tap the Submit button to finish
    Note: If you instead tap Finish Bin (older versions only), all stock count fields will clear, but will not be submitted
  8. Repeat steps 1 to 7 until your stock count is complete. You may exit the transaction by tapping the OK button located on the right top corner of the application
Stock Count Settings

Stock Count Scanner Settings

  • Allow Item Lookup Selections As Scanned Counted Items – If set to True, the quantity field will be incremented when users select an item through the lookup screen when the setting Increment By Scan is enabled.
  • Auto Submit Stock Counts – If set to True, the stock counts transaction will auto-submit after entering all the data in the scanner.
  • Increment Quantity By Scanning Counted Item – If set to True, the quantity field in the Stock Counts screen will be disabled and the quantity will be calculated/incremented by the number of individual items scanned.
Stock Count General Settings
  • Stock Count Field Sequence - See Changing the Field Sequences under Additional Settings
  • Stock Count Fields To Clear - See Modifying the Fields to Clear under Additional Settings
Returns

The Returns screen allows users to mark sales document items as returned.

To return items in DataCollection Mobile:

  1. From the Returns screen, enter the document number of the return. You may also search for return document by tapping the Doc# link
  2. Scan or enter the item number to be returned in the Item field (or tap the Item hyperlink to choose from available item numbers)
    Note: If you try to return an item that is not on the document, you will receive an error message.
  3. If the item you entered is serial or lot controlled, enter the serial/lot number. Otherwise, skip that field
    Note: If you try to return a serial/lot number that is not on the document, you will receive an error message
  4. Enter the bin the item will be returned to
  5. Enter the quantity to be returned
  6. Select the item unit of measure from the UofM dropdown
  7. Enter the return warehouse in the Site field
  8. Tap the Submit button to finish. The items will be marked as returned in Dynamics GP and SalesPad
  9. Repeat steps 1 to 8 to return additional items

If all items on a document are returned, the message Return Complete will appear, and you can move to the next document as needed. Returns will be posted to Dynamics GP and a credit memo will be sent.

Returns Settings

Returns Scanner Settings

Returns Finished Batch – Specifies the workflow batch that a document will be sent to when it has been fully returned

Returns General Settings
  • Returns Field Sequence - See Changing the Field Sequences under Additional Settings
  • Returns Fields To Clear - See Modifying the Fields to Clear under Additional Settings
Additional Settings

The following DataCollection Console settings allow you to modify the behavior of DataCollection transactions to better fit your needs while collecting data. Adjust these settings as necessary. Save any changes you make in the DC Console, log out and log back in in both the DC Console and DC Mobile for changes to take effect.

Note: Settings with a String[] Array have a plus sign to the left of them. Click this plus sign to see the currently configured sequence for that setting.

Note: All settings on this section are accessible under the “Settings” screen in the DC Console toolbar

Changing the Field Sequences
  1. Filter the settings results to Sequence and select the screen to change
  2. Select the ellipsis (...) on the right side of the line
  3. The String Collection Editor screen will appear. Change the sequence of the fields so they follow the order in which you want the fields to appear in DC Mobile and click the OK button when finished
    Note: All fields must match their default names. See the setting description area to reference the fields default names.
Modifying the Fields to Clear

You can modify which fields to clear in each screen when the Clear button is tapped.

  1. Filter Settings results to Clear and select the screen to change
  2. Select the ellipsis (...) on the right side of the line
  3. The String Collection Editor screen will appear. Add or remove fields to the clear list as desired and click the OK button.

Note: All fields must match their default names. See the setting description area to reference the fields default names.

  • Allow Bin Creation – If enabled, allows bins to automatically be created when a bin entered does not exist
  • Changing the Default Warehouse – Enter the name of the desired warehouse to pre-populate the Site field in all DC Mobile transactions when the screen loads.
  • Enabling Token Validation – This setting ensures that all transactions processed by DC Services have a valid token issued by SalesPad DataCollection. If this setting is enabled, users are required to re-authenticate if the requested token is expired. If set to False, transactions will be processed even if requested tokens are expired.
  • List Backordered Lines in Lookups - If enabled, DC Mobile will list sales document lines in the lookups where the quantity available is zero or less.
  • Automatic Auto Generation User Field – Specifies the item master user field that defines if the serial/lot controlled item will automatically use the serial/lot mask to generate
  • Note Postfix Delimiter – Enter a postfix delimiter character that will be added to every note scanned or entered into the note field. When the transaction is submitted, the appended delimited text is submitted as a single note
  • Scan Parse Script – A C# script that will execute when a barcode is scanned. The script can be used to populate all information on a screen from the scan. For example, scanning a case to receive or pick the entire quantity that the case contains.
  • Serial/Lot Prefix Suppress List – To trim characters from serial numbers, enter a semicolon delimited list of values that will be trimmed from the serial number upon data entry. If both upper and lower case need to be evaluated, the list should include both cases as two separate entries.
  • Time Out Minutes – Enter the number of minutes the system will wait before a transaction will time out
Logging
DataCollection Service Logging

DataCollection service logging logs error messages on the server that is hosting the DC service.

Enable DC Service Logging

To enable DC service logging, go to Settings and set Enable Logging for Mobile Device to True. The DC service (IIS or Windows) will need to be restarted in order for changes to take effect.

Note: DC service logging greatly reduces handheld performance and is intended for troubleshooting purposes only.

Disable DC Service Logging

To disable DC service logging, set Enable Logging for Mobile Devices to False. The DC service (IIS or Windows) will need to be restarted in order for changes to take effect.

DC Service Log Output

The DC service log file output location is “C:\Temp\log‐file.txt”.

Choose files or drag and drop files
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