Set up a mobile device menu item to provide a pick line overview
Article
This article explains how to configure options that are related to the pick line overview for mobile device menu items that are used to process picking work. The pick line overview lets warehouse workers view and select from a list of all the work lines that are related to their current task. This capability can help workers optimize their picking sequence. The feature provides options that replace the standard Skip button that lets workers cycle through the lines one at a time, in a fixed order. (However, the option to use that button is still available.)
Admins can configure each menu item individually to control how, when, and where the Warehouse Management mobile app presents the pick line overview.
Turn on the Work pick line overview feature
Before you can use this feature, it must be turned on for your system. Admins can use the feature management settings to check the status of the feature and turn it on if it's required. In the Feature management workspace, the feature is listed in the following way:
Module:Warehouse management
Feature name:Work pick line overview
Configure menu items to show a list of all work lines
To set up a mobile device menu item to provide a pick line overview, follow these steps.
Go to Warehouse management > Setup > Mobile device > Mobile device menu items.
Select or create a menu item that is related to picking work, and set the following values:
Mode:Work
Use existing work:Yes
Directed by:User directed or System directed
For more information about how to create menu items and use the various settings that are available on the Mobile device menu items page, see Set up mobile devices for warehouse work.
On the General FastTab, configure the feature by setting the Show work line list field to one of the following values:
Show only upon request – Workers can choose to view the pick line list by selecting the Skip to button in the Warehouse Management mobile app.
Show at the start of every pick – Workers see the list every time that they start or finish a pick line. They can also view the list again by selecting the Skip to button in the Warehouse Management mobile app.
Show at the start of the first pick only – Workers see the list every time that they start new picking work, but not after each line. They can also view the list again by selecting the Skip to button in the Warehouse Management mobile app.
Never show – The standard Skip button appears in the Warehouse Management mobile app, and display of the work line list is turned off. The Skip button lets workers cycle through the lines one at a time, in a fixed order. They can also cycle through the list as many times as they require, until all lines have been processed.
On the Action Pane, select Save.
If you set the Show work line list field to any value except Never show, the Field list button on the Action Pane becomes available.
On the Action Pane, select Field list.
On the Field list page, configure the information that the Warehouse Management mobile app shows for each line in the list.
The Primary control field is always set to LineNum. Therefore, each row in the list begins with a line number.
Use the remaining Display field fields to add up to seven additional display fields, as you require. In each Display field field, select the name of a work line field. Each line will then show a value for that field. The values will be shown in the order that you select here. You can leave some of the Display field fields blank if you don't require all seven values.
On the Action Pane, select Save, and then close the Field list page.
Demonstrate how to configure a Microsoft Dynamics 365 for Field Service implementation to maximize tools and features available while managing a mobile work force.