Settings
General Information
Settings Type
️ The various settings outlined below will change the behavior of the application or the data that is displayed.
Toggle Switch
Switch the toggle to the left side to set it to the Off/False position (Grey).
Switch the toggle to the right to set it to the On/True position (Green).
Textbox
Enter the necessary text input required by the textbox.
Drop-down List
Select the necessary setting in the drop-down list.
Multi-Selection List
Select the necessary items in the multiple-selection list.
Security Manager View/Settings
The Settings page allows the assigned Security Manager to edit and modify the settings that will impact to all levels of users.
️ The following instructions are intended for the assigned Security Manager.
Click on the EDIT icon beside the Setting.
The Security Manager can select in the drop-down menu which level can the specific settings be controlled by.
Company Level - the setting will be applied company-wide and can be enabled or disabled using the toggle-switch.
Site Level - the setting will be applied and visible to the specified sites and can be enabled or disabled using the toggle-switch.
Warehouse Team Level - the setting will be applied to the specified teams and can be enabled or disabled using the toggle-switch.
Employee Level - this allows the employee to change their own value for the specified setting and can be enabled or disabled using the toggle-switch.
Click on Return to List View to apply the level changes.
General Settings
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select General Settings.
Toggle and set the parameters of each setting accordingly.
General
Input field autofocus
Toggle
On: App will autofocus. Off: App will not autofocus.
Yes
Use Default Warehouse Code
Toggle
On: Active Off: Inactive
No
Warehouse Code
Textbox
On: Active Off: Inactive
No
Lock User and Employee To 1-to-1 Relationship
Toggle
On: Active Off: Inactive
No
Epicor Function API Key
Textbox
Text Input
No
Use MES Menu Security
Toggle
On: Will use MES Menu Security permissions. Off: Will use employee role permissions NOTE: This setting is only available for Epicor 10.2.700.7 and above with EMWW version 3.29.0 and above
No
External Authentication Signing Out
Toggle
On: Users will remain signed in from external authentication services when they close EKW Off: Users will be signed out from external authentication services when they close EKW
No
Home View
Production Worker Interface
Toggle
On: Showing Interface Off: Hiding Interface
No
Printer
Auto submit SSRS Printer settings when only one printer is configured
Toggle
On: Auto submitting Off: User confirmation required
Yes
Default Printer Source
Drop-Down list
Report Style or Workstation
Yes
Cloud Print Username
Textbox
Text Input
No
Do not print labels by default when generating PCID
Toggle
On: Labels are not printed by default Off: Labels are printed by default
Yes
Cycle Count
Confirm existing tags when generating new tag in Cycle Count Extended
Toggle
On: User must confirm against returned tags before generating new tag. Off: New tag will immediately generate on click.
Yes
Allow users to void blank tags
Toggle
On: Users are able to void blank tags Off: Users cannot void blank tags
Yes
Production
Auto Submit Kanban Receipts
Toggle
On: Auto submitting Kanban receipts with default values on Part Scan Off: Will Auto submit Kanban receipts with default values on Part Scan
Yes
Roaming Settings
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Roaming Settings.
Toggle and set the parameters of each setting accordingly.
Material Query Settings
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Mtl Query.
In the Mtl Query screen, tap on NEW QUERY.
4, Enter a Query/Filter Name in the Filter Name field and tap on SAVE.
Select an existing Filter or Sort Order to edit.
In the Add screen, apply the necessary filter changes to be shown in a query.
️ The second screenshot will show a query that fails to be executed when the value is not provided in the form.
Tap on SAVE to apply the changes to the query.
Receipt Settings
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Receipts.
Toggle and set the parameters of each setting accordingly.
PO Receipt
Set quantity to remaining
Toggle
On: Qty equals remaining qty. Off: Qty equals zero.
Yes
Assign part default location
Toggle
On: Line defaults to part location Off: Line defaults to receiving location
Yes
Prevent scans changing quantity
Toggle
On: Scans won't change the qty field. Off: Scans will change the qty field.
Yes
Hide existing packslip warning
Toggle
On: Warning is hidden. Off: Warning is displayed.
Yes
Default print PO receipt label
Toggle
On: Print PO receipt label is on by default. Off: Print PO receipt label is off by default.
Yes
Leave Received Lines State to Arrived
Toggle
On: PO Receipt Lines are left as Arrived. Off: PO Receipt Lines are automatically set as received.
Yes
Require part scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require lot scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Pre-fill last-used PCID for Orders
Toggle
On: Active Off: Inactive
Yes
Filter to bin by current product
Toggle
On: To bin search will initially display only bins containing the current part Off: To bin search will initially display all bins and not filter by current part
Yes
Container Receipt
Set quantity to remaining
Toggle
On: Qty equals remaining qty Off: Qty equals zero.
Yes
Assign part default location
Toggle
On: Line defaults to part location Off: Line defaults to receiving location
Yes
Prevent scans changing quantity
Toggle
On: Scans won't change the qty field. Off: Scans will change the qty field.
Yes
Default print container receipt label
Toggle
On: Print container receipt label is on by default. Off: Print container receipt label is off by default.
Yes
Require part scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require lot scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Disable Receive All button on Container Receipt screen
Toggle
On: Receive All button is disabled Off: Receive All button is enabled
Yes
Filter to bin by current product
Toggle
On: To bin search will initially display only bins containing the current part Off: To bin search will initially display all bins not filter by current part
Yes
Inter Company Receipt
Set all lines location to part default location
Toggle
On: Active Off: Inactive
Yes
Job Receipt
Require part scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require from PCID scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require to PCID scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Filter to bin by current product
Toggle
On: To bin search will initially display only bins containing the current part Off: To bin search will initially display all bins not filter by current part
Yes
Scan by assembly sequence
Toggle
On: Scanning by assembly sequence number. Off: Scanning by part number.
Yes
Scan by material sequence
Toggle
On: Scanning by material sequence number. Off: Scanning by part number.
Yes
PCID Receipt
Set Default Input Tab to PCID
Toggle
On: Default input tab is by PCID. Off: Default input tab is by Job Number.
Yes
Labor Settings
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Labor.
Toggle and set the parameters of each setting accordingly.
End Activity
Pre-fill the End Activity Quantity
Toggle
On: End Activity quantity will be pre-filled with the required quantity. Off: End Activity quantity will be set as 0 by default.
Yes
Default-enable the Request Move Flag
Toggle
On: Enabled Off: Disabled
Yes
Auto Open End Activity for Quarantine Only Operations
On: End Activity opens automatically after starting Production for Quantity only for operations. Off: End Activity quantity will not open automatically after starting Production for Quantity only for operations.
Yes
Shipping Settings
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Shipping.
Toggle and set the parameters of each setting accordingly.
PackOut Settings
Over packing control mode
Drop-down List
None: Lets you override the system limit of Stock on Hand without warning you. Warn: Warns you that you are about to take more stock then the system has On hand. Stop: Stops you from selecting a quantity that is greater than the systems Stock on Hand. Requires user to investigate the discrepancy and do a Stock Adjustment.
Yes
Multiscan barcode format
Drop-down List
Various combinations of Barcodes
Yes
Auto Quantity checkbox default value
Toggle
On: Auto Quantity will be checked Off: Auto Quantity will be unchecked
Yes
Auto save transaction when using Auto Quantity
Toggle
On: EMW will automatically try to save when Auto Quantity checkbox is enabled and the part entered is not lot or serially tracked. Off: EMW will not automatically save.
Yes
Auto apply ship via code of the order being packed
Toggle
On: EMW will apply ship code & pay information when the shipment has an empty via shop code and no pay information Off: EMW will not assign ship code & pay information
Yes
Require part scan validation
Toggle
On: Cannot save without scan Off: Can save without scan
Yes
Require lot scan validation
Toggle
On: Cannot save without scan Off: Can save without scan
Yes
Require bin scan validation
Toggle
On: Cannot save without scan Off: Can save without scan
Yes
Part number search modal fields
Toggle
On: Part number search modal will display the part number, remaining quantity/total quantity, the line, and the rel associated with the part Off: Part number search modal will only display a unique part number field when searching the part number
Yes
Auto-focus quantity field
Toggle
On: Will auto-focus quantity when part is selected Off: Will not auto-focus quantity when part is selected
Yes
Transfer Order Settings
Set quantity to remaining
Toggle
On: Qty equals remaining value Off: Qty equals existing value
Yes
Picked Order Settings
Part Number Scan Mode
Drop-down List
1 - Select one line with the matching part number, in the first order that contains it. 2 - Select all lines that have that part number, regardless of which order they are in. 3 - Select all lines for all orders that contain that part number.
Yes
Manual Selection Mode
Toggle
On: Selecting a line manually will select all lines for that order. Off: Selecting a line manually will only select the individual line.
Yes
Picked Items Verification
Drop-down List
None Warn Stop
Yes
Customer Shipment Settings
Disable Ship button on Customer Shipment screen
Toggle
On: Ship button is disabled Off: Ship button is not disabled
Yes
Proof of Delivery Settings
To successfully transfer files to cloud hosted EPICOR servers, the Document Type selected must be based on correctly configured Google Drive or DropBox Storage Type. Refer to the relevant Epicor documentation:
102600_AttachmentTypeMaint.pdf
102600_EnterpriseContentMngmt.pdf
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Proof of Delivery.
Toggle and set the parameters of each setting accordingly.
General
Image Quality
Drop-down List
Set the image quality of the file to be saved
No
File Type
Drop-down List
Set the image file type to be created for captured pictures and signatures. Only selected file type file will be able to attached from local storage.
No
Signature Document Type
Multi-selection list
Out of the Epicor defined Document Types sets ones that are to be used when attaching Signatures
No
Picture Document Type
Multi-selection list
Out of the Epicor defined Document Types sets ones that are to be used when attaching Pictures
No
File Document Type
Multi-selection list
Out of the Epicor defined Document Types sets ones that are to be used when attaching local File
No
Depot Address
Textbox
Input the Trip start address used in route optimization
No
Issues and Return Settings
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Proof of Delivery.
Toggle and set the parameters of each setting accordingly.
General
Set quantity to remaining
Toggle
On: Qty equals remaining qty. Off: Qty equals zero.
Yes
Prevent scans changing quantity
Toggle
On: Scans won't change the qty field. Off: Scans will change the qty field.
Yes
Pre-fill last-used PCID for Orders
Drop-down list
Inactive Based on Order Based on Ship To Based on Ship To and Ship Via
Yes
Prevent overpicking on 'XXX-SHP' type material queue items
Toggle
On: Overpicking is not allowed. Off: Overpicking is allowed.
Yes
Prevent overissuing on 'XXX-MTL' type material queue items
Toggle
On: Overissuing is not allowed. Off: Overissuing is allowed.
Yes
Require part or PCID scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require lot scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require from PCID scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require to PCID scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Scan by assembly sequence
Toggle
On: Scanning by assembly sequence number. Off: Scanning by part number.
Yes
Scan by material sequence
Toggle
On: Scanning by material sequence number. Off: Scanning by part number.
Yes
Automatically fill form with From PCID information
Toggle
On: Prefilling information using the From PCID. Off: Default
Yes
Material queue employee warehouse group filtering
Toggle
On: Material queue will only display items that are assigned to current employee's warehouse group Off: Inactive
Yes
Filter ToBin by current product
Toggle
On: To Bin search will initially display only bins containing the current part Off: ToBin search will display all bins
Yes
Extended Outbound Order Search Modal
Toggle
On: Add Ship Via and Ship By Date columns Off: Use default search modal
Yes
Auto process XXX-SHP transaction on accept Incrementer Qty
Toggle
On: Do not automatically process XXX-SHP transactions. Off: Automatically process material XXX-SHP transactions.
Yes
Disable Paging on Issue Material, Materials Tab
Toggle
On: All records displayed in a list Off: Paging is enabled
Yes
View My Material Queue and My Outbound Order in Basic Mode
Toggle
On: Will only display Part Number, From Location and QTY on My Material Queue and My Outbound Order lists Off: Will display My Material Queue and My Outbound Order lists as normal
Yes
Process Issue or Return (Outbound)
Prevent scans changing quantity - Outbound
Toggle
On: Scans won’t change the qty field for Outbound orders Off: Scans will change the qty field for Outbound Orders
Yes
Require to bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require from bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Prompt to navigate to Picked Orders on Mu Outbound Order processing completion
Toggle
On: Do not prompt and Stay on Lines tab Off: Prompt to navigate to Picked Orders
Yes
Process Issue or Return (Inbound)
Prevent scans changing quantity - Inbound
Toggle
On: Scans won’t change the qty field for Inbound orders Off: Scans will change the qty field for Inbound Orders
Yes
Require to bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require from bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Issue Miscellaneous Material
Automatically apply last successful warehouse, bin and reason to next transaction
Toggle
On: Applying last successful. Off: Default.
Yes
Return Miscellaneous Material
Automatically apply last successful warehouse, bin and reason to next transaction
Toggle
On: Applying last successful. Off: Default.
Yes
Unpick Sales Order
PCID Default Input
Toggle
On: PCID is the default input. Off: Order Number is the default input.
Yes
Unpick Transfer Order
PCID Default Input
Toggle
On: PCID is the default input. Off: Order Number is the default input.
Yes
Configure Barcodes Settings
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Configure Barcodes.
Enter the Part Number in the Part Number field.
Alternatively, tap on the list icon beside the Part Number field to select from a list, or tap on the filter icon to filter selection, and select the appropriate Part Number.
Scan the barcode or manually enter the barcode for the parts various UOM's.
Tap on SAVE.
Scanner Settings
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Scanner.
Toggle and set the parameters of each setting accordingly.
General
Camera Barcode Scan Mode
Toggle
On: Clicking the active navigation tab will open the camera barcode scanner. Off: Standard behaviour.
Yes
Scan quantity field as number
Toggle
On: Scan will be treated as a literal value and assign to quantity field. Off: Scan will be treated as a product code and invoke the scan increment module.
Yes
Deactivate all scan increment functionality
Toggle
On: Scan increment functionality is stopped on all pages. Off: Standard behaviour.
Yes
Serial Entry
Auto-open Entry When Qty Changes
Toggle
On: App will open serial entry. Off: App will not auto open serial entry.
Yes
Bar Codes
Handle GS1-128 barcodes using industry standard format
Toggle
On: GS1-128 barcodes will process using application identifiers. Off: GS1-128 barcodes will read as raw string.
Yes
Dividing character(s) for multi-ID barcodes
Textbox
Enter a character used to separate multi-ID barcodes
No
Use Honeywell default internal scanner barcode settings (Honeywell scanners only)
Toggle
On: Active Off: Inactive
Yes
Template
Select Page for Entering Multi-Value Template
Drop-down List
Currently only used for PO Receipt > Entry. This will be expanded in future versions.
No
Template Base variables : poNum packSlip
Textbox
The Template field supports Fixed and Dynamic Template and GS1 format.
This is a configurable value for Fixed or Dynamic barcode templates.
Example:
fixed:${poNum}${IGNORE}${packSlip}
dynamic:#01${poNum}#,#02${packSlip}#
See APPENDIX B for detail on how templates are created and interpreted
Note: Refer to Advanced Settings Page for the templates as well as the specific applicable pages this setting applies to.
No
Location Template
Textbox
The Location Template field supports Fixed and Dynamic Template and GS1 format. Location Templates are templates of values that are going to be applicable for Warehouse and Bin combinations. With a single scan, the Location Template will be able to populate the Warehouse Code and Bin Number field values. Note: Refer to Advanced Settings Page for the templates as well as the specific applicable pages this setting applies to.
No
Scan incrementor
In the Process tab, there will be a Required Qty (Required Quantity) shown as to how many items are needed to be in the Quantity field.
Tap on the Quantity field and scan an item using a barcode scanner.
The Scan Incrementer page will show up to indicate how many quantities are scanned of each item.
Scan Validation Settings
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Scan Validation.
Toggle and set the parameters of each setting accordingly.
PO Receipt
Require part scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require lot scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Container Receipt
Require part scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require lot scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Job Receipt
Require part scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Process Issue or Return (Outbound)
Require to bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require from bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Process Issue or Return (Inbound)
Require to bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require from bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Process Issue or Return
Require part or PCID scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require lot scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require from bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require to bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Customer Shipment
Require part scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require lot scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Require bin scan validation
Toggle
On: Cannot save without scan. Off: Can save without scan.
Yes
Inventory Settings
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Inventory.
Toggle and set the parameters of each setting accordingly.
General
Reassign Primary Bin to Selected Bin
Toggle
On: Reassign Primary Bin checkbox enabled Off: Reassign Primary Bin checkbox disabled
Yes
Move Inventory
To Lot Number
Toggle
On: The To Lot field will be automatically prefilled with the From Lot value and next lot button is disabled. Off: The To Lot field can be edited and the next lot button is enabled.
Yes
Filter Tobin by current product
Toggle
On: ToBin search will initially display only bins containing the current part. Off: ToBin will display all bins.
Yes
User Part IUM on UOM Code scan
Toggle
On: Scanning a ‘Part Code’ for a UOM will force it to be converted to the IUM. Off: Scanned values will stay as scanned
Yes
Adjust Inventory
Enable AdHoc Count
Toggle
On: Appropriate inventory adjustment will be made to reflect entered counted quantity Off: Quantity entered treated as regular adjustment quantity
No
Employee Default Warehouse Code
Textbox
Enter Text: Employee Default Warehouse Code
No
Remember Reason Code
Textbox
On: The previously used Reason code will be used for subsequent transactions Off: Specified default ad hoc reason will be used
No
Default AdHoc Count Reason Code
Textbox
Enter Text: Default AdHoc Count Reason Code
No
Material Queue
Allow Users to select/deselect all material queue rows
Toggle
On: ‘Select all/Deselect’ selected all fitlered items regardless of paging. Off: ‘Select all/Deselect’ All only selects visible items
Yes
Move Lot
Move Lot Automatic Processing
Toggle
On: Scanning a Lot Number will cause the move lot screen to automatically process. Off: Move Lot Requires ‘Process’ to be clicked before transaction is submitted.
Yes
Scan Sequencing
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under the Main Menu, tap on Settings and select Scan Sequencing.
Select the page to apply the scan sequencing to.
Select the appropriate Available Rows to use for the sequencing and tap SAVE.
A message will confirm if the sequence has been successfully saved.
Change the order sequence by tapping on Re-order and use the arrows to set the preferred sequence and tap SAVE.
A message will confirm if the order of the sequence has been successfully saved.
Part Pictures
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under Configuration, select Part Pictures.
Enter in or scan the Part Number in the Part Number field.
Alternatively, tap on the list icon beside the Part Number field to select from a list, or tap on the filter icon to filter selection, and select the appropriate Part Number.
Click on Process to update the image used.
Tap on Retake to access the camera and replace the current image used.
Tap on Remove to remove the current image used.
Tap on Add Photo to access the camera and take a new photo to replace the previous photo.
Wireless Scanner
️ Note: If it is not in Serial BLE mode, scan this with the 8680i:
To pair the Honeywell 8680i scanning device, tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
Under Settings, select Wireless Scanner.
Turn on the Honeywell 8680i and configure it to Serial BLE mode for the scanner to be detectable
Tap on Discover to re-do detection of the device as long as the device is turned on and is in the right mode to be detectable.
Click on the device that is listed to complete the connection.
A message will confirm that the device is ready to scan.
Tap on Disconnect to unpair the device.
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