Set up mobile device user accounts for workers [AX 2012]

Updated: January 8, 2016

Applies To: Microsoft Dynamics AX 2012 R3

NoteNote

This topic applies to features in the Warehouse management module. It does not apply to features in the Inventory management module.

This procedure describes how to set up a user account for a warehouse worker to access a mobile device. This involves setting up a worker as a work user, selecting the mobile device menus that the worker can access, and specifying their log on information. You can create multiple work users for each worker.

NoteNote

All of the work users that have been created for the worker must use the same language. The work user inherits the language setting from the worker through the user relation, which inherits the setting from the user. If a language is not specified for the worker or user, then the default language setting is the Active Directory service account that is used by the Warehouse Mobile Device Portal process to access Microsoft Dynamics AX 2012 R3.

To set up a worker as a work user, follow these steps:

  1. Click Warehouse management > Setup > Work users > Worker.

  2. In the Worker column, select the worker, or click New to create a new work user.

  3. Optional: On the Worker FastTab, assign a packing profile and a container closing profile to the worker. For more information, see Set up packing and container closing profiles for manual pack process.

  4. On the Users FastTab, in the User ID field, enter a unique identifier that the work user will use to log on to a mobile device.

  5. In the User name field, enter a short name for the user.

  6. In the Default warehouse field, select the warehouse in which the mobile device is used. The warehouse is displayed every time that the user logs on to the mobile device.

  7. In the Menu name field, select the mobile device menu that the work user can access.

  8. Press Ctrl+S on the keyboard to save the settings and open the Set password dialog box, where you can enter a password for the user.

  9. Optional: To block or suspend access to the mobile device menu, select the Inactive check box.

  10. Optional: To grant the work user access to additional warehouses, click Warehouses.

  11. Optional: On the Work FastTab, enter additional settings.

    Field

    Description

    Allow pick location override

    Select this check box to allow the work user to override the default pick location when picking an item.

    Allow put location override

    Select this check box to allow the work user to override the default put location when putting an item away.

    Is a cycle count supervisor

    Select this check box to allow the work user to approve quantity differences that are found during cycle count work.

    Maximum percentage limit

    Enter the highest percentage that a cycle count can differ from the expected quantity without requiring approval by a cycle count supervisor.

    Maximum quantity limit

    Enter the total quantity that a cycle count can differ from the expected quantity without requiring approval by a cycle count supervisor.

    Maximum value limit

    Enter the maximum amount that the cost of the inventory can differ from the expected cost without requiring approval by a cycle count supervisor.

    Allow sales order over picking

    This option is only available in Microsoft Dynamics AX 2012 R3 Cumulative Update 10 or from KB 3107010.

    Select this option to allow the work user to enter a higher quantity than specified during a sales order pick operation.

    Allow transfer order over picking

    This option is only available in Microsoft Dynamics AX 2012 R3 Cumulative Update 10 or from KB 3107010.

    Select this option to allow the work user to enter a higher quantity than specified during a transfer order pick operation.

    NoteNote

    If you specify limits for differences, approval is needed after the required number of recounts has been performed. The required number of recounts is specified on the mobile device menu item in the Number of attempts field on the Mobile device cycle counting form.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Click System administration > Setup > Licensing > License configuration. Expand the Trade license key, and select the Warehouse and Transportation management configuration key.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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