As detailed in Device Functions section of the user guide there are also functions which can be a type of Enquiry (rather than Transaction).
To get to the Device Enquiries screen you can either go through the Device Functions page as per the screen shot below or using the search function to directly navigate to the page.
If you are using the Device Functions page to navigate to the Device enquires page, simply click on one of the functions which has the Type Field populated as Enquiry. You can either select view, edit or drill into the three lines. Click on the Select from Full List option, which will then take you to the Device Enquiries page.
You will be presented with a list of all the Enquiry Codes created. Click on the Select from Full List option, which will then take you to the Device Enquiries page. Whichever option you have taken will take you to the same page, the Device Enquiries page.
Once on the page you will see how there are already Device Enquires setup these have been imported, these have come from running the Get Default Configuration (detailed at the beginning of the user guide).
Each Device Enquiry has a Unique Code, a Description describing what that code means. The Data Source is based on a Table No of where the enquiry will pull the data from in Microsoft Dynamics 365 Business Central. By choosing the data source the Data Source Name will automatically populated based on your choice.
On the ribbon along the top of the page, options such as: Filters, Columns and Relationships can be selected per highlighted Device Enquiry, these are used to specify required filters on the device, the columns to display, and the related data that we will potentially drill-down to.
When you highlight a device enquiry and click on the filters button you are presented with the following page:
By applying filters to the device enquiry, you are minimising the amount of records presented to you.
The example above, shows how filters have been applied to the Item Enquiry function by Location Code and Item No.
Location Code is marked as Fixed. This means the device will not prompt for it, it will use the value in the Filter column.
Certain “reserved words” are allowed in the Filter, for instance %CURRLOC% uses the current location, or %TODAY% uses todays date.
All of which means that Location Code in Bin Contents (data Source) is filtered to the current location automatically with no user entry required.
Item No. is not Fixed so it will be prompted for. GS1 Ident is set to Item No. so if a barcode is scanned containing a matching GS1 Identifier for Item then it will be used to map to the Item No. filter.
Standard BC filter symbols can also be used on ‘Device Enquiry Filters’ Page. For example, if you apply the below filter on the ‘Quantity’ field, then you can are asking the enquiry to only show entries where the quantity is not equal to 0.
The next option down from filters is the Columns. In this page you can modify the columns that you want to be visible when accessed by the user on the device. The fields available are based on the Data Source to display.
To add a new column, click on the field labelled Field No, if you know the field you want to add simply type in the no, otherwise use the assist next to the field (three little dots)this will present you with a list of all the fields you can pick from. Mentioned previously these fields are based on your data source. The Column Name will automatically populate a soon as you type in or choose your field no.
You have the option to add in a Column Caption to each of the columns in your enquiry**.** If a caption is added this is what your warehouse users will see as the field name rather than the one in the filed Column Name . The next field along determines whether this field should be visible or not. If you have set the field to be visible you can then apply its Importance.
There are three levels of importance that you can select or change current setup to be. By setting the column to be Standard…. By choosing Promoted you want that column and the information held against it visible at first glance. Any columns set to be Additional, are still there in the background, but it requires a user to click on the additional button the results screen to see those extra pieces of data.
If we want to link from one enquiry to another we need to create a Relationship. For example we can link an enquiry with bin content to another enquiry showing lot information, but we need to tell the system how bin contents relates to lot information.
On Device Enquiries you will see Relationships. Select the line you are looking to create the link for. Then click on Relationships.
Click on New
This takes you to Enquiry Rel. Card. And this is where you will set up your relationship or your link between two tables. Device enquiry code is the enquiry code you are linking from. Device Enquiry Relation should be populated with what you want to link to. Click on Show Lots to drill-down from the Bin Enquiry to the Bin Lot Enquiry.
The Device Enquiry Rel. Subform details how the enquiries are linked. For instance if you were drilling down from purchase documents to purchase lines, you would link "Purchase Header" to "Purchase Line" using "Document Type" and "Document No." - that's two fields linking the two tables together. In this case we are linking Bin Code from the Bin Enquiry (BINENQ) to Bin Code on the Lot Enquiry by Bin (BINLOTENQ)
If you go to your handheld device and search your item enquiry. In the example I have used you can see all the bins that this item is in. If you click on to the first one, you will get another screen saying “show lots”. This is the drill down I just created in business central.