Anywhere Mobility Studio Demo Processes

Overview

The STAEDEAN Anywhere Mobility Studio Framework for Microsoft Dynamics© Business Central provides an integrated and reliable framework for creating real-time enterprise mobile applications. All full Microsoft Dynamics 365 Business Central functionality can be configured and exposed onto mobile devices.

Because the framework integrates into Microsoft Dynamics 365 Business Central, the familiar environment reduces the TCO.

These demo scripts explain how the pre-configured processes can be used for demo purposes, based on CRONUS International Ltd. as the standard demo company. The supported software version for the mobile process is Anywhere Mobility Studio for NAV 2015 onwards.

Common prerequisites

The demo processes rely on the demo CRONUS data. The following is needed for most of the demo processes.

Locations

Locations

Items

  • The items for the Bike Manufacturing are not available on any location.
  • Furniture items are available in several locations.
  • The location WHITE contains loudspeaker items.

Applicability of locations

The pre-configured processes that deal with inventory transactions are based on specific location setup and in some cases the use of lots. The following table summarizes the applicability.

Applicability of locations

Processes

Standard processes

A series of demo standard processes can be found when drilling down the Main Menu process.

The demo processes included are listed below:

  1. Sales Shipment
  2. Manufacturing Processes
  3. Customer Info
  4. Item Info
  5. Count Inventory
  6. Create Contact
  7. Create Sales Order
  8. Inventory Pick
  9. Inventory Put-Away
  10. Move Inventory
  11. Purchase Receipt
  12. Sales Quote
  13. Service
  14. Transfer Shipment
  15. Transfer Receipt

Sales Shipment

The Sales Order Shipment process supports the shipment of goods based on a sales order, without the use of bins and warehouse shipment and pick document handling. Posting of the shipment of items at the sales orders is integrated in the mobile process.

Manufacturing processes

The execution of a production order in Microsoft Dynamics NAV has two types of actions:

  • Consumption of components (items)
  • Output registration of labour/machines and finished quantities

The Consumption Journal manually posts consumption to production orders. In a consumption journal, enter the relevant information such as the posting date, production order number, item number, and quantity.

The Output Journal posts setup and/or run times of work and machine centers, plus the finished quantity for each operation. The Manufacturing pre-configured processes support the created item journal lines for both the consumption and output registration, including the posting of each registration.

The prerequisites for both Mfg. Consumption and Mfg. Output are the same.

Customer Info

The Customer Information process supports lookup of customer information, such as address data, open balance, outstanding orders, invoices and shipments, and internal remarks.

Item Info

The Item Information process supports lookup of item information such as description, prices, current stock, and related information like barcodes or the bill of materials.

Count Inventory

This process supports inventory counting based on two methods:

  1. Based on a predefined counting list, the item inventory in a location and bin is scanned and counted. The counting process stops when the counting list is completely processed at the scanner.
  2. Counting the inventory in a location and bin without a counting list. This method checks if an item is on the counting list. If the item is not on the list, the process adds it. This enables counting of items that are physically present but not in stock in Microsoft Dynamics BC.

For both methods, posting of counted inventory is executed in Microsoft Dynamics BC.

Create Contact

The Create Contact process supports the creation of a contact as a company and/or as a contact person. You can also maintain the data of an existing contact.

Create Sales Order

The Create Sales Order process supports the creation of a sales order in Microsoft Dynamics BC on a mobile device. In the demo company CRONUS International Ltd., the Create Sales Order pre-configured process supports all kinds of locations.

Inventory Pick

The Inventory Pick process supports the pick and shipment process based on an inventory pick document, optionally with or without the use of bins. In Microsoft Dynamics BC, a pick document is generated in advance for one of the following:

  1. Purchase return order
  2. Sales order
  3. Transfer order, outbound
  4. Production consumption

This process has a sequential variant, please see link below.

Splitting pick document lines and posting of the pick document as receipt to the related order is integrated in the mobile process.

Inventory Put-Away

The Inventory Put-Away process supports the goods receipt and put-away process based on an inventory put-away document, optionally with or without the use of bins. A put-away document is generated in advance in Microsoft Dynamics BC for one of the following:

  • Purchase order
  • Sales return order
  • Transfer order: inbound
  • Production output

This process has a sequential variant, please see link below.

Splitting put-away document lines and posting of the put-away document as receipt to the related order is integrated in the mobile process.

Move Inventory

The Move Inventory process supports the transfer of item inventory from one warehouse to another, with or without the use of bins. Movement of inventory between bins of a warehouse is also possible. Posting of moved inventory is integrated in the mobile process.

Purchase Receipt

The Purchase Order receipt process supports order-based goods receipt, without the use of bins and warehouse documents.

Sales Quote

The Create Sales Quote process supports the creation of a sales quote in Microsoft Dynamics BC on a mobile device.

Service

This process supports registering spent materials, hours, and/or costs to a service order. A service order can be a work order for one or more service items, and selecting the service item to be serviced is part of the scope of this process. Posting of the service order is executed in Microsoft Dynamics BC.

Transfer Shipment

This process supports the shipment of a transfer order from the location where inventory exists to a transit location.

Transfer Receipt

This process supports the receipt of a transfer order.

Warehouse processes

A series of demo warehouse processes can be found when drilling down the warehouse menu item in the main menu.

WMS Menu Item

The demo processes included are listed below. Execute these processes in the order shown.

  1. WMS Receipt
  2. WMS Put-Away
  3. WMS Pick
  4. WMS Shipment

The WMS processes share common prerequisites, described here.

WMS Receipt

The WMS Receipt process supports the goods receipt process based on a Warehouse Receipt document, with or without the use of bins. When items are received from a warehouse set up for Warehouse Receipt processing, retrieve the lines from the released source document that triggers the receipt. A source document for a Warehouse Receipt can be:

  • Purchase Order
  • Sales Return Order
  • Transfer order: inbound

A Warehouse Receipt document is generated in advance in Microsoft Dynamics NAV for one or more of these source documents. Posting of the Warehouse Receipt document as receipt to the related source document is integrated in the mobile process.

WMS Put-Away

The WMS Put-Away process supports the put-away process based on a Warehouse Put-Away document, optionally with or without the use of bins. The Warehouse Put-Away document contains the instructions a warehouse employee follows to put received items into storage. A Warehouse Put-Away document is used when the location requires both put-away and receipt processing. A put-away document is generated in advance in Microsoft Dynamics Business Central based on a Warehouse Receipt. Splitting put-away document lines and registration of the put-away document is integrated in the mobile process.

WMS Pick

The WMS Pick process supports the pick process based on a Warehouse Pick document, with or without the use of bins. The Warehouse Pick document contains the instructions a warehouse employee follows to pick items from the warehouse. The process supports picking items with lot and/or serial tracking. A Warehouse Pick document is used when the location requires both shipment and pick processing. A pick document is generated in advance in Microsoft Dynamics Business Central based on a Warehouse Shipment. Registration of the pick document is integrated in the mobile process.

This process has a sequential variant, please see link below.

WMS Shipment

The WMS Shipment process supports the shipment process based on a Warehouse Shipment document, with or without the use of bins. The Warehouse Shipment document contains the instructions a warehouse employee follows to load items from the warehouse. The process supports loading items with lot and/or serial tracking.

A Warehouse Shipment document is used when the location requires shipment processing. Registration of the shipment document is integrated in the mobile process.

WMS Move Inventory

The WMS Move Inventory process supports moving inventory in the warehouse based on a Warehouse Reclassification Journal. The Warehouse Put-Away document contains the instructions a warehouse employee follows to put received items into storage.

A Warehouse Put-Away document is used when the location requires both put-away and receipt processing. A put-away document is generated in advance in Microsoft Dynamics BC based on a Warehouse Receipt.

Splitting put-away document lines and registration of the put-away document is integrated in the mobile process.

WMS Count Inventory

This process supports Warehouse Management System (WMS) inventory counting based on two methods:

  • Based on a predefined counting list, item inventory in a location and bin is scanned and counted. The counting process stops when the counting list is completely processed at the scanner.
  • Counting the inventory in a location and bin without a counting list. This method checks if an item is on the counting list. If the item is not on the list, registering inventory of the item by adding it to the counting list is supported.

Both methods support locations with Directed Put-Away and Pick set to Yes. Registering counted inventory for both methods is executed in Business Central.