Setting Up Installation Options and User Preferences

Installation Options Mobile Inventory - Fluid Page

INSTALLATION_MIN_N

Define default values or features available on a Fluid mobile page at the installation level,

User Preferences - Mobile Inventory - Fluid Page

OPR_DEF_TABLE_MIN

Define default values or features available on a Fluid mobile page at the individual user level. These entries override the same fields on the Installation Options - Mobile Inventory - Fluid page.

User Preferences - Overall Preferences Page

OPR_DEF_TABLE_FS1

Use the Business Unit field to identify the business unit to be displayed as the default value on the mobile page.

Setup Delivery Cart Page

DELIVERY_CART

Use the Setup Delivery Cart page to define delivery carts in PeopleSoft.

Display Options - Mobile Inventory - Fluid Page

MIN_OPTION_SCF

Modify display options on a Fluid mobile page for Mobile Inventory transactions and a given task flow

Key Concatenation Separator

Defines the symbol used to separate the values displayed on the mobile device. For example if a "\" is selected in this field then a material storage location consisting of the Zone B storage area and Aisle 2 storage level would display as "Zone B \ Aisle 2".

Role Name

Enter a role name. The role name entered here may be used for customization purposes in the Mobile Inventory Management application and may be a layer value that defines a specific user view of certain pages. The use of this value is optional.

Delivery Signature Required

Select to indicate that the mobile application requires a signature of the person receiving a delivery. When this option is selected, the Perform Delivery page requires a signature.

Use Barcode Symbology ID

Select to indicate use of the GS1 parsing logic in PeopleSoft Mobile Inventory Management.

Parse Barcode to Multi-Fields

Select to populate parsing results to multiple fields on the Mobile Inventory page.

Task Options (group box)

Define the define default values or features available for a specific task flow. Use the Next Row icons to view and set up additional task flows.

Task Flow

Identifies the business process to be performed on the mobile device; examples include, entering an express issue, receiving stock, or counting inventory in par locations. A task flow can contain one or more mobile pages.

The task flow selected in this field determines the additional fields on this page.

Filter All Alternate Items

Select this option to enable the system to search for alternate items in theFind and all duplicate alternate items in the Item ID fields respectively, on associated pages.

Entry UOM Enabled

Select to indicate that the Entry UOM (entry unit of measure) field is displayed, else you can only use the Stor UOM (storage unit of measure) field.

MFG Item ID

The system searches for only a manufacturer's item ID matching the value in this field.

Supplier Item ID

The system searches for only a supplier's item ID matching the value in this field.

Default Stocking UOM

Select to define one unit of measure as the default stocking UOM.

Auto Add Search Results

Select to indicate that all matching receipt distribution lines, from a search performed on a task flow, are automatically added to the delivery.

Save Delivery Document

Select to indicate that the Delivery Document field is to remain populated after items are added to a delivery cart.

Default Delivered To

Select to indicate that the Mobile Delivery task flow should attempt to provide a default value for the Delivered To field that is based on a hard-coded hierarchy of fields.

Use Default Delivery Cart

Select to indicate use of the delivery cart that the system assigns as default.

Display Show/Hide information

Select to display additional item information.

Auto Expand Detail

Select to automatically expand additional item information and is available when the Display Show/ Hide Information is selected.

Allow Multiple BUs in Cart

Select to input multiple receipt data from different business units.

Demand Source

Select a demand source. The available options include Material Request, Material Return, Planning Requisition, Purchasing Requisition and Sales order.

Sched Date Option

Select a date option from the drop-down list. The available options are Date Range, Specific and Today.

Sched Days +/- Today

Select a scheduled day from the drop-down list.

Ship Date Option

Select a date option from the drop-down list. The available options are Date Range, Specific and Today.

Ship Days +/- Today

Select a ship day from the drop-down list.

Prior Entry Display

Select to enable the display of the last item counted. When you count or update an item count, the system provides the last item and count value in a table at the bottom of the count page.

Count ID

Select to display the unit of measure used to count event detail line items. When you select the check box, the Count UOM field is enabled on manual count pages.

Find

Select this option to allow the cursor to move to the Find field immediately post a count.

Order UOM Conversion

Select to indicate conversion of an ordering unit of measure.

Expand Comments

Select to expand the comments area.

Print Delivery Report

Select to run a Delivery report when you create the receipt.

Set Select Checkbox

Select to set the default value to selected when you access the Receiving PO pages.

Display Storage Location

Select to control the visibility of the storage location in the distribution line.

Display Warning Messages

Select to control the validation of the saving process

Status

Select a status of Active or Inactive. Active carts can be used with a mobile device. Inactive carts do not appear on mobile devices.

When setting up a new delivery care, this field automatically defaults to Active.

Cart Owner

Select the User ID of the individual who owns the cart. This field defaults to the user who is signed into the system.

Default Cart

Select to mark this delivery cart as default.

Quantity Options

Select an option to saved in the par location. The available options are :

• Count

• Request

Display Options

Select an option to indicate which rows appear in grid view. The available options are :

• All

• Counted

• Not Counted

Initial Display Mode

Select a view to indicate how items display immediately after the search page. The available views are:

• All Items Grid

• All Items List

• Single Item

Alternate Item Display

Select an option that indicates how an item, alternate item, or both are displayed when an alternate item is specified for the transaction. Options include: Alternate Only, Alternate as Primary, Item Only, and Item as Primary.

See Setting Up Alternative Item Identifiers.

Expert Mode

Select to enable users to have quick access to data and quicker data entry. By not displaying certain fields, the system has to perform minimal page updates resulting in faster processing.

Lookups

Select provided Lookup icons for fields that are available for searches.

Description

Select whether to display item descriptions in the search results for Grid and List Item page.

MFG Item ID

The system searches for only a manufacturer's item ID matching the value in this field.

Supplier Item ID

The system searches for only a supplier's item ID matching the value in this field.

Entry UOM Enabled

Select to indicate that the Entry UOM (entry unit of measure) field is displayed, else you can only use the Stor UOM (storage unit of measure) field.

Count ID

Displays the numerical count value if header selected.

Find

Select to enable the Go or Search button.

Run Close Short

Select to enable the Go or Search button.

Expand Comments

Select to indicate that if comments are entered for a purchase order at the header level, at the line lever, or for the ship to location, then the comments section of the Mobile Inventory - Receiving pages is expanded in the comments section.

Auto Add Search Results

Select to indicate that all matching receipt distribution lines, from a search performed on a task flow, are automatically added to the delivery.

Save Delivery Document

Select to indicate that the Delivery Document field is to remain populated after items are added to a delivery cart.

Print Delivery Report

Select to run a Delivery report when you create the receipt.

Set Select Checkbox

Select to set the default value to selected when you access the Receiving PO pages.

Display Storage Location

Select to control the visibility of the storage location in the distribution line.

Display Warning Messages

Select to control the validation of the saving process.

Default Delivered To

Select to indicate that the Mobile Delivery task flow should attempt to provide a default value for the Delivered To field that is based on a hard-coded hierarchy of fields.

Use Default Delivery Cart

Select to indicate use of the delivery cart that the system assigns as default

Prior Entry Display

Select to enable the display of the last item counted. When you count or update an item count, the system provides the last item and count value in a table at the bottom of the count page.

Entry UOM

Select to indicate that the Entry UOM (entry unit of measure) field is displayed, else you can only use the Stor UOM (storage unit of measure) field.

Default Stocking UOM

Select to define one unit of measure as the default stocking UOM.

Pre-Load Serial IDs

Select to pre-load serial IDs for a particular item and location when the Serial ID page is displayed. The default value is selected.

If the item being counted is a serial-controlled item, then when the item is loaded, the mobile application disables the Count Quantity field and adds a field from which to add serials. The Count Quantity field is automatically set to display the number of serials that are counted and places the cursor in the Serial field.

If the Pre-Load Serials check box is selected, then the Serials table appears with the serial ID populated in the Serials table. The system only loads the serials that already exist in the counting event. If you do not select the check box, the Serials table does not appear until a serial is manually added.

Count UOM Enabled

Select to display the unit of measure used to count event detail line items. When you select the check box, the Count UOM field is enabled on manual count pages.

Unique Compartments

Select to display one item per compartment only in Single Item Enter mode of the current Par Location. If a single item is present in multiple compartments, they do not display

Filter All Alternate Items

Select this option to enable the system to search for alternate items in theFind and all duplicate alternate items in the Item ID fields respectively, on associated pages.

Order UOM Conversion

Select to indicate conversion of an ordering unit of measure.

Display Par/ Max Qty

Select to display or hide an optimized or maximum quantity in Grid mode.

Set Cursor on Find Box

Select this option to allow the cursor to move to the Find field immediately post a count.

Display Show/Hide information

Select to display the Show/Hide icon on Par Count pages. You can use this icon to manually expand and collapse additional line information.

Auto Expand Detail

Select to automatically expand additional item information and is available when the Display Show/ Hide Information is selected.

Allow Multiple BUs in Cart

Select to input multiple receipt data from different business units.

Signature Required

Select to indicate that the mobile application requires a signature of the person receiving a delivery.