WMS Form Layouts

WMS Form Layouts are editing forms that allow users to specify what controls are visible on the main WMS forms (i.e. ones accessed from the main menu), the order of the controls, default control that will be focused on after scanning, default flag values, and even sort the onscreen display order to further streamline WMS processes. These customized layouts can be controlled down to User Groups or individual Users.

Within the main application, current layouts can me managed via the grid layout or new layouts can be added. When adding a new layout, the user will need to select what User or User Group this will be applicable for and which user form will be modified. Upon selecting a form, the grid will populate the fields available to that form in WMS. The individual fields can now have their visibility toggled, display order sequenced, and in the case of flags, select whether they default as checked or unchecked.

System Navigation

  • System > Maintenance > WMS Forms Layouts

WMS Form Layout Maintenance form

Once users navigate to System > Maintenance > WMS Form Layout Maintenance, this form displays any user version of WMS forms layouts that have been previously created. From this form users can add, modify, or delete WMS form layouts.

WMS Form Layout form

Once users click the "Add" or "Modify" buttons they will be presented with WMS Form Layout form. If creating a new form layout, the form opens with the Receive PO WMS form as the default option and lists all the fields available to that transaction on the scanner. Users can change the selection via the "Form" field located at the bottom of the grid.

Field/Flag

Description

Form For

Indicates the general selection of users that the WMS form will be used for. Options include All Users, Specific User, and User Group.

User Group/User

Select the specific user or user group to which the user version of the WMS form layout will be assigned, as effected by the Form For field above. Differences are as follows:

  • Selecting "All Users" in the Form For field will grey this field out as it is not required.
  • Selecting "Specific User" in the Form For field will make this field become a search box for valid system users.
  • Selecting "User Group" in the Form For field will make this field become a search box for valid system user groups.

Barcode Format

Search box to select a valid Barcode Format. 

Form

Indicates the WMS form that is being displayed in the grid. Users may use the pick list to select additional WMS forms.

Save Type

Select the method of saving between Save and Save / Reset.

  • Defaults to Save / Reset which implements current process of clearing the screen after the transaction is saved.
  • Save option will bring up the same previously open transaction, in order to pick up where you left off.
  • Functionality available for functions: De-Issue Inventory, Final Staging Job, Final Staging SO, Issue Job, Reserve Sales Order, and Un-Reserve Inventory.

Commit on Scan

The box is only enabled for the Issue Job, Input Production, Input Payroll Time, Final Staging Job, Final Staging Sales Orders, Reserve SO, and, beginning in version 17.02.007, the De-Issue Inventory options. The box is checked by default except for Reserve SO. This field was added to support situations where scanning GS1-128 barcodes, containing multiple AIs, was automatically committing transactions.

  • Checking this this box for the WMS De-issue Inventory form allows the user to decide if scanning a barcode automatically commits the quantity to be de-issued or not, and when the security setting 'WMS -- allow de-issue without physical scan' is set to No, it will allow the user to manually enter a quantity to de-issue on the WMS De-Issue Inventory form as long as a lot label is scanned first.

Warn For Duplicate Scan

The box is only enabled for the Issue Job, Input Production, Final Staging Job, Final Staging Sales Orders, and De-Issue Inventory options. The box is unchecked by default. When enabled, if a barcode is scanned that is identical to the previously scanned barcode, the user will be prompted with a Yes/No prompt on whether or not this is a valid scan or not. This allows the user to ensure unwanted duplicates are not accidentally scanned. 

Read Prompts

If checked, when using Android OS, the system will read aloud screen prompts to the user (example - "invalid PO Number"). Users can say "Repeat" to have the prompt repeated.

Modify

Modifies the selected WMS layout.

Sort

Ability to define the order in which fields will appear on the scanner for the selected WMS form layout.

Same As

Allows the user to select an already existing WMS form layout and copy all values into the new form layout.

Expires

Expiration date textbox for Physical Inventory.

  • If WMS worksheet is NOT created for Physical Inventory, Expires appears (at the bottom of the form).
  • If WMS worksheet is created for Physical Inventory, Expires will not appear.

Make All Not Visible

When clicked, all the WMS fields in the grid will have their "Visible" flag unchecked. Users can modify individual fields as needed to change the setting.

Make All Visible

When clicked, all the WMS fields in the grid will have their "Visible" flag checked. Users can modify individual fields as needed to change the setting.

WMS Control form

Opened via the "Modify" button on the WMS form layout form.

Field/Flag

Description

Control

Display only. The name of the selected control/field on the form layout.

Default Value

Option to determine if the fields default value will be inserted in the selected field in the WMS scanner application.

Visible

Ability to make the control/field visible. This field is checked by default.

Default

Applicable only for checkbox controls. Option to determine if the check box will be checked yes by default when the WMS form layout is loaded in the WMS transaction.

Voice Output

If checked, this field can be selected via voice recognition and the system will read the caption and data populated in this field back to the user. If the field is empty, "Empty" will be read back to the user.

  • Voice recognition is configured via user settings and/or inventory options.
  • When reading sales order or job numbers, the system will not read the dashes. Only the numbers will be read.
  • Available for Android OS only.

Require Voice Confirmation

If checked, this field must be selected/confirmed via voice recognition. if this field is checked, and after the system has read back the data to the user, the system will wait for the user to say "Confirmed" before moving on to the next field checked for Voice Output.

  • If this field is not checked, the system will continue to move on to the next field marked with the above "Voice Output" field. The cursor will be focused on the last Voice Output field if confirmation is not set, and will be focused on the last read field if confirmation is set. If the user changes the value of a field, the system will re-ask for confirmation and continue the process from there.
  • Only available when the Voice Output field is checked.
  • Available for Android OS only.

Note: In addition to the controls and fields on the WMS form layouts, the following voice commands are available to users when using Android OS:

  • Repeat All - return to the first voice output field on the form and move through the sequences again.
  • Repeat - repeat the last voice output field that was read.
  • Enter - works the same as pressing enter on the scanner. The field the cursor is in will be used for the enter press.
  • Put Away - For forms with the put away button, when the user says put away and a location type and location is populated, the system will read the 'Location Type' - 'X' and Location' - 'X' fields to the user.