The following options are found in the Setup menu. You must be a member of the Administrators Role in order to access the Setup Menu. Click Setup, then click Roles.
Roles are used to group Users for the purpose of assigning module settings and access rights. Roles determine how the system will function for the members of that Role. For example, you could choose to deny access to a specific module such as Job Issue for members of the "Receiving" Role.
The Roles screen is used to Add, Edit, Copy or Delete SYSPRO Mobile Warehouse User Roles.
You can search for an existing Role using the Search box. You can also click the column headings to sort the list by that column. Click the 3 dots icon to add a Filter to the grid to narrow the list of Roles to a more defined scope.
Defining a Default Role
You can choose a Role to use as the default Role when adding a new User, importing Users, or when a new User is created after an employee logs in to SYSPRO Mobile Warehouse for the first time. See Users for more information on adding Users.
Adding a Role
Click the Add Role button to add a new Role. See Editing a Role below for a description of the available settings.
Copying a Role
Click the Copy button 
for the Role you want to copy, then provide a Name and Description for the new Role.
Editing a Role
Name - Provide a Name for the Role.
Description - Provide the Role's Description.
Can Access Setup - Enable this to allow Users in this Role to access the Setup menu.
Can Access Dashboards - Enable this to allow Users in this Role to access the Dashboards screen.
Allow Multiple Logins - Check this box to allow the selected operator to login to SYSPRO Mobile Warehouse with more than one concurrent session. If this box is not checked, any existing session(s) will be cleared when the user logs into SYSPRO Mobile Warehouse.
Turn on Server Debug Logging for this role - When selected, allows the SYSPRO Mobile Warehouse to create a log of the activities for a User in this Role. This information is used to troubleshoot issues and should only be turned on as part of troubleshooting.
Log Out Inactive Users when Other Users Log In - When selected, if a User attempts to login but there are no available user licenses, SYSPRO Mobile Warehouse will log out an inactive User in order to free a license seat and allow the new User to log in. When selected, you can define a number of minutes a User must be idle in order to be considered inactive.
Convert Warehouse to Uppercase - When selected, all Warehouse entry fields will convert a User's input to uppercase.
Convert Bin to Uppercase - When selected, all Bin entry fields will convert a User's input to uppercase.
Dispatch Note - Defines the Key Type for Dispatch Notes as setup in SYSPRO.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Allow Pallet ID Generation - Enables the Generate ID button in modules that support Pallet Tracking.
Initial Pallet Number - Enter the beginning number to increment from when generating a new Pallet ID.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Warehouse Tab
Users Tab
Modules Tab
Inventory Modules
Deny Access to Backflush - Denies a User in this Role from accessing the module.
Backflush Level Default - Sets the Level between processing All levels of the BOM or Single (first) level of BOM.
Warehouse Default - Sets the value of the Warehouse field. 'None' leaves the field empty, 'Last Used' will prefill with the Warehouse that was used on the last Post, 'Operator' will prefill with the Operators Default Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
Bin Default - Sets the value of the Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
ECC Default - Sets the default value for ECC Stock Codes. 'None' leaves the field empty, 'Current' will populate the current Rev/Rel for the ECC item.
Creating New Bin for Warehouse - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Warehouse provided.
Creating New Bin for Stock Code - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Stock Code provided.
Posting Where Stock Take is In Progress - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow the transaction if a Stock Take is in progress for the Warehouse, Bin, or Stock Code being used.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Exclude Components if Bought Out - Select to exclude Components for Bought Out Stock Codes.
Issue from 'Warehouse To Use' - Select to issue the components from the warehouse to use assigned to the component.
Ignore BOM Warehouse - Select if you do not want to issue the components from the warehouse to use defined against the bill of materials structure for the component.
Include Setup Time - Select to add the value of set-up time to your backflushing value.
Include Startup Time - Select to add the value of startup time to your backflushing value.
Include Teardown Time - Select to add the value of teardown time to your backflushing value.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Stock Code Link Label - Configures the text that is displayed after a Stock Code has been entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Bin Transfer - Denies a User in this Role from accessing the module.
Transaction Mode - Sets the mode of operation for the module between Single mode (post one transfer at a time), Batch mode (queue up multiple transfers for one single post), or Both (allows the User to switch between Single and Batch modes).
From Warehouse Default - Sets the value of the From Warehouse field. 'None' leaves the field empty, 'Last Used' will prefill with the Warehouse that was used on the last Post, 'Operator' will prefill with the Operators Default Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
From Bin Default - Sets the value of the From Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
To Bin Default - Sets the value of the To Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
ECC Default - Sets the default value for ECC Stock Codes. 'None' leaves the field empty, 'Current' will populate the current Rev/Rel for the ECC item.
Creating New Bin for Warehouse - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Warehouse provided.
Creating New Bin for Stock Code - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Stock Code provided.
Posting Where Stock Take is In Progress - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow the transaction if a Stock Take is in progress for the Warehouse, Bin, or Stock Code being used.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Module Customization
For each of the following, click the expand button 
to view options for that item.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Stock Code Link Label - Configures the text that is displayed after a Stock Code has been entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Expense Issue - Denies a User in this Role from accessing the module.
Transaction Mode - Sets the mode of operation for the module between Single mode (post one Issue at a time), Batch mode (queue up multiple Issues for one single post), or Both (allows the User to switch between Single and Batch modes).
Ledger Code - Provides a default ledger code for Expense Issues.
Warehouse Default - Sets the value of the Warehouse field. 'None' leaves the field empty, 'Last Used' will prefill with the Warehouse that was used on the last Post, 'Operator' will prefill with the Operators Default Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
Bin Default - Sets the value of the Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
ECC Default - Sets the default value for ECC Stock Codes. 'None' leaves the field empty, 'Current' will populate the current Rev/Rel for the ECC item.
Posting Where Stock Take is In Progress - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow the transaction if a Stock Take is in progress for the Warehouse, Bin, or Stock Code being used.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Allow Edit Ledger Code - Enable to allow the User to edit the ledger code for the transaction.
Require Ledger Code - Enable to require a ledger code to be provided for the transaction.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Module Customization
For each of the following, click the expand button
to view options for that item.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Stock Code Link Label - Configures the text that is displayed after a Stock Code has been entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Stock Items Query - Denies a User in this Role from accessing the Stock Items module.
Deny Access to Warehouses Query - Denies a User in this Role from accessing the Warehouses module.
Module Customization
For each of the following, click the expand button
to view options for that item.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Stock Item Warehouse Mobile Format - On Mobile screens, configures the text shown on the Warehouses tab of an Inventory Query.
Stock Item Bin Mobile Format - On Mobile screens, configures the text shown on the Bins tab of an Inventory Query.
Stock Item Lot Mobile Format - On Mobile screens, configures the text shown on the Lots tab of an Inventory Query.
Stock Item Serial Mobile Format - On Mobile screens, configures the text shown on the Serials tab of an Inventory Query.
Smart Scan
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Inventory Staging - Denies a User in this Role from accessing the module.
Allow Bin Transfer - Allows a Bin Transfer transaction to be posted after that Staging transaction.
Allow Warehouse Transfer - Allows a Warehouse Transfer transaction to be posted after that Staging transaction.
Allow Staging for multiple Bins - Allows adding items from various bins, SYSPRO Mobile Warehouse will perform a Bin Transfer when the Staging transaction is posted.
Allow Automatic Time Tracking - If you're license for Labor Tracking, this option will automatically track a Users time from the start of the Staging transaction until the post of the transaction.
Module Customization
For each of the following, click the expand button
to view options for that item.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Misc Receipt - Denies a User in this Role from accessing the module.
Transaction Mode - Sets the mode of operation for the module between Single mode (post one Receipt at a time), Batch mode (queue up multiple Receipts for one single post), or Both (allows the User to switch between Single and Batch modes).
Ledger Code - Provides a default ledger code for Misc Receipts.
Warehouse Default - Sets the value of the Warehouse field. 'None' leaves the field empty, 'Last Used' will prefill with the Warehouse that was used on the last Post, 'Operator' will prefill with the Operators Default Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
Bin Default - Sets the value of the Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
ECC Default - Sets the default value for ECC Stock Codes. 'None' leaves the field empty, 'Current' will populate the current Rev/Rel for the ECC item.
Default Cost - Sets the default cost. 'None' leaves the field empty, 'Zero' will populate the cost with 0.
Creating New Bin for Warehouse - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Warehouse provided.
Creating New Bin for Stock Code - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Stock Code provided.
Posting Where Stock Take is In Progress - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow the transaction if a Stock Take is in progress for the Warehouse, Bin, or Stock Code being used.
Allow Edit Ledger Code - Enable to allow the User to edit the ledger code for the transaction.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Lot Generation
Lot Generation Format - Select the Format to use for SYSPRO Mobile Warehouse Lot Generation.
Module Customization
For each of the following, click the expand button
to view options for that item.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Stock Code Link Label - Configures the text that is displayed after a Stock Code has been entered.
Lot Link Label - Configures the text that is displayed after a Lot has been entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Serial Generation
Serial Generation Format - Select the Format to use for SYSPRO Mobile Warehouse Serial Generation.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Pallet Tracking - Denies a User in this Role from accessing the module.
Allow Adding, Editing, and Deleting Pallets - Allows a User to add, edit or delete pallets. Disabling this setting essentially provides read only access within Pallet Tracking.
Allow Importing Pallets and Pallet Items - Allows a User to import pallets from a riteSCAN 6 Pallet database or from a CSV file.
Deny Access to Quantity Adjustment - Denies a User in this Role from accessing the module.
Transaction Mode - Sets the mode of operation for the module between Single mode (post one Adjustment at a time), Batch mode (queue up multiple Adjustments for one single post), or Both (allows the User to switch between Single and Batch modes).
Ledger Code - Provides a default ledger code for Quantity Adjustments.
Warehouse Default - Sets the value of the Warehouse field. 'None' leaves the field empty, 'Last Used' will prefill with the Warehouse that was used on the last Post, 'Operator' will prefill with the Operators Default Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
Bin Default - Sets the value of the Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
ECC Default - Sets the default value for ECC Stock Codes. 'None' leaves the field empty, 'Current' will populate the current Rev/Rel for the ECC item.
Creating New Bin for Warehouse - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Warehouse provided.
Creating New Bin for Stock Code - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Stock Code provided.
Posting Where Stock Take is In Progress - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow the transaction if a Stock Take is in progress for the Warehouse, Bin, or Stock Code being used.
Allow Edit Ledger Code - Enable to allow the User to edit the ledger code for the transaction.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Quantity Adjustment Tolerance (%) - Disallows a User from making an Adjustment outside of the percentage tolerance set based on the On Hand Quantity of the Stock Code.
Module Customization
For each of the following, click the expand button
to view options for that item.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Stock Code Link Label - Configures the text that is displayed after a Stock Code has been entered.
Lot Link Label - Configures the text that is displayed after a Lot is entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Stock Take - Denies a User in this Role from accessing the module.
Transaction Mode - Sets the mode of operation for the module between Single mode (post one Capture at a time), Batch mode (queue up multiple Captures for one single post), or Both (allows the User to switch between Single and Batch modes).
Stock Take Mode - Sets the mode for performing the Stock Take Capture. These options match those of SYSPRO: Stock Code Only, Stock Code with Ticket, Stock Code with Valid Ticket, and Ticket Only. Please refer to SYSPRO's documentation for a description of each of these options.
Stock Take Method - Sets the method for performing the Stock Take Capture. Increase will increase the Quantity in SYSPRO by the Quantity captured in SYSPRO Mobile Warehouse. Replace will replace the Quantity in SYSPRO with the Quantity captured in SYSPRO Mobile Warehouse.
Warehouse Default - Sets the value of the Warehouse field. 'None' leaves the field empty, 'Last Used' will prefill with the Warehouse that was used on the last Post, 'Operator' will prefill with the Operators Default Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
Bin Default - Sets the value of the Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
ECC Default - Sets the default value for ECC Stock Codes. 'None' leaves the field empty, 'Current' will populate the current Rev/Rel for the ECC item.
Display Current Expiry Date - Displays the current expiry date for the Lot.
Allow Edit Capture Method - Allows the User to select the Capture Method of Increase or Replace.
Creating New Bin for Warehouse - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Warehouse provided.
Creating New Bin for Stock Code - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Stock Code provided.
Allow Lot Creation - Allows a Lot to be created if it does not already exist.
Allow Serial Creation - Allows a Serial to be created if it does not already exist.
Require Lot Expiry Date - When selected, the operator will be forced to enter an expiry date for lot traceable items.
Allow Edit of Unit of Measure - Allows the User to edit the Unit of Measure for the Stock Code.
Deny Stock Take Query - When selected, the operator is denied access to the Stock Take query button.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Module Customization
For each of the following, click the expand button
to view options for that item.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
Display Current Expiry Date - When selected, the expiry date for lot traceable items will be displayed.
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Stock Code Link Label - Configures the text that is displayed after a Stock Code has been entered.
Lot Link Label - Configures the text that is displayed after a Lot is entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Warehouse Transfer - Denies a User in this Role from accessing the module.
Transaction Mode - Sets the mode of operation for the module between Single mode (post one transfer at a time), Batch mode (queue up multiple transfers for one single post), or Both (allows the User to switch between Single and Batch modes).
From Warehouse Default - Sets the value of the From Warehouse field. 'None' leaves the field empty, 'Last Used' will prefill with the Warehouse that was used on the last Post, 'Operator' will prefill with the Operators Default Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
From Bin Default - Sets the value of the From Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
To Warehouse Default - Sets the value of the To Warehouse field. 'None' leaves the field empty, 'Last Used' will prefill with the Warehouse that was used on the last Post, 'Operator' will prefill with the Operators Default Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
To Bin Default - Sets the value of the To Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
ECC Default - Sets the default value for ECC Stock Codes. 'None' leaves the field empty, 'Current' will populate the current Rev/Rel for the ECC item.
Creating New Bin for Warehouse - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Warehouse provided.
Creating New Bin for Stock Code - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Stock Code provided.
Creating New Warehouse for Stock Code - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Warehouse for the Stock Code provided.
Posting Where Stock Take is In Progress - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow the transaction if a Stock Take is in progress for the Warehouse, Bin, or Stock Code being used.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Deny Transfer of Expired Goods - When selected, lot traceable items with expired lots cannot be transferred.
Deny Transfers that cause stock to go negative - When selected, transfers that would cause inventory to go negative cannot be transferred.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Module Customization
For each of the following, click the expand button
to view options for that item.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Stock Code Link Label - Configures the text that is displayed after a Stock Code has been entered.
Lot Link Label - Configures the text that is displayed after a Lot is entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Pick and Receive
Deny Access to Dispatch Manager - Denies a User in this Role from accessing the module.
Batch Mode - Sets the mode for the Dispatch modules as described below.
Single Order - When selected, the Dispatch Picking module will use single Dispatch Note numbers for the picking process.
Advanced Batching - When selected, batches must be created in the Dispatch Manager module. Dispatch Picking will only allow picking batches rather than single Dispatch Note numbers.
Status Settings
Select the Dispatch Note Statuses that are eligible for Users to Pick. If no Statuses are selected, all statuses are eligible.
Deny Access to Dispatch Overview - Denies a User in this Role from accessing the module.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Dispatch Overview Picks Mobile Format - Configures the text that is displayed on Mobile on the Picks list.
Deny Access to Dispatch Packing - Denies a User in this Role from accessing the module.
Enable Blind Packing - Hides Order and Pick quantities from User in order to validate the actual quantity picked.
Allow Under Packing - When selected, the user will be allowed to pack less than required for an order and still mark the order as Picked Complete.
Under Pack Threshold (%) - When allowed to Under Pick, this value determines the percentage of the order line quantity to allow the user to under pack (leave blank or enter zero for no limit).
Allow Over Packing - When selected, the user will be allowed to pack more than required for an order and increase the order quantity.
Over Pack Threshold (%) - The percentage of the order line quantity to allow the user to over pack (leave blank or enter zero for no limit).
Pallet Custom Form - Enter the SYSPRO Custom Form name to have SYSPRO Mobile Warehouse update with the Pallet ID.
Capture Packing User - Select an option to update a SYSPRO Custom Form field with the Username of the packer.
Packing User Custom Form - Enter the SYSPRO Custom Form name to have SYSPRO Mobile Warehouse update with the Packer's Username.
Module Customization
The following options are used to default Grid Settings such as visible columns, sortation, filtering, etc. You should first configure your screen how you want it for each grid below. Then Click the 
button to display your current Settings. Click the Copy button to copy your Current Settings to the Role's Settings. Note that doing this will override any customizations that a User has made to their Grids. This feature is used to provide a default view and setup for all users so that each user does not need to configure each Grid. While the User can edit the Grid, SYSPRO Mobile Warehouse will default back to these settings upon reload or logging back in.
Batch Grid - This grid displays a list of available Batches or Dispatch Notes.
Items Grid - This grid displays a list of Items for the selected Batch or Dispatch Note.
Picks Grid - This grid displays a list of Picks performed against the selected Batch or Dispatch Note.
Packs Grid - This grid displays a list of Packs performed against the selected Batch or Dispatch Note.
Pallets Grid - This grid displays a list of Pallets on the selected Batch or Dispatch Note.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Batch Link Label - Configures the text that is displayed after a Batch or Dispatch Note is selected.
Batch Summary - Configures the text that is displayed when clicking the Batch Link Label.
Lot Link Label - Configures the text that is displayed after a Lot has been entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Dispatch Picking - Denies a User in this Role from accessing the module.
Quantity Default - Determines the value to use to prefill the Pick Quantity.
Unit of Measure Default - Determines the default UOM to use for the Pick Quantity.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Require Scanning Stock Code - When selected, the user will not be able to pick a line from the list of items and must scan or key in the Stock Code to Pick.
Allow Editing Picks - When selected, operators will be able to edit pick data for an order.
Allow Over Picking - When selected, the user will be allowed to pick more than required for an order and increase the order quantity.
Over Pick Threshold (%) - The percentage of the order line quantity to allow the user to over pick (zero for no limit).
Require entering item information (bins, lots) - When selected, the operator will be forced to enter the bin, lot, and/or serial information to confirm their pick.
Pallet Custom Form - If provided, SYSPRO Mobile Warehouse will populate the Pallet ID to this SYSPRO Custom Form field.
Capture Picking User - Choose if and to where the Picking User should be captured to SYSPRO.
Picking User Custom Form - If provided, SYSPRO Mobile Warehouse will populate the User to this SYSPRO Custom Form field. Works in conjunction with the above setting.
Module Customization
The following options are used to default Grid Settings such as visible columns, sortation, filtering, etc. You should first configure your screen how you want it for each grid below. Then Click the 
button to display your current Settings. Click the Copy button to copy your Current Settings to the Role's Settings. Note that doing this will override any customizations that a User has made to their Grids or Module Options. This feature is used to provide a default view and setup for all users so that each user does not need to configure each Grid and setup Module Options. While the User can edit the Grid and Module Options, SYSPRO Mobile Warehouse will default back to these settings upon reload or logging back in.
Order List Grid - This grid is only visible if Workflow Type is set to Grid and the Order Batches setting for Batch Mode is set to Single Order. This grid displays a list of available Orders.
Batch List Grid - This grid is only visible if Workflow Type is set to Grid and the Order Batches setting for Batch Mode is set to Advanced Batching . This grid displays a list of available Batches.
Batch Items Grid - This grid is only visible if Workflow Type is set to Grid. After selecting an Order or Batch, this grid displays a list of Items on the Order/Batch.
Picks Grid - This grid is only visible if Workflow Type is set to Grid. After selecting an Order or Batch, this grid displays a list of Picks on the Order/Batch.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Picking Detail Link Label - Configures the text that is displayed on the Pick Dialog under the Stock Code and Stock Code Description.
Picking Master List View Label - This text is only visible if Workflow Type is set to List View. Configures the text that is displayed along with or in place of the Stock Code and Stock Code Description.
Picking Master List View Description - This text is only visible if Workflow Type is set to List View. Configures the text that is displayed on the first line below the Stock Code and Stock Code Description.
Picking Master List View Sub-Description - This text is only visible if Workflow Type is set to List View. Configures the text that is displayed on the second line below the Stock Code and Stock Code Description.
Dispatch Note Link Label - Configures the text that is displayed after a Batch or Dispatch Note is selected.
Dispatch Note Summary - Configures the text that is displayed when clicking the Batch Link Label.
Lot Link Label - Configures the text that is displayed after a Lot has been entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Dispatch Note Batch List View Description - This text is only visible if Workflow Type is set to List View. Configures the text that is displayed on the first line below the Dispatch Note.
Dispatch Note Batch List View Sub-Description - This text is only visible if Workflow Type is set to List View. Configures the text that is displayed on the second line below the Dispatch Note.
Dispatch Note List View Mobile Format - On mobile screens, configures the text that is displayed below the Dispatch Note.
Smart Scan
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Goods in Transit In - Denies a User in this Role from accessing the module.
Transaction Mode - Sets the mode of operation for the module between Single mode (post one transfer at a time), Batch mode (queue up multiple transfers for one single post).
Quantity Default - Prefills the Quantity with Zero, One, or the Outstanding Quantity.
To Bin Default - Sets the value of the To Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
Apply Cost Multiplier - When selected, the cost multiplier for Goods in Transit will be applied.
Apply Cost Multiplier Override - When selected, the operator is able to turn off the cost multiplier.
Cost Multiplier Reference - Enter the Reference for the cost multiplier.
Creating New Bin for Warehouse - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Warehouse provided.
Creating New Bin for Stock Code - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow creating a new Bin for the Stock Code provided.
Posting Where Stock Take is In Progress - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow the transaction if a Stock Take is in progress for the Warehouse, Bin, or Stock Code being used.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Module Customization
The following options are used to default Grid Settings such as visible columns, sortation, filtering, etc. You should first configure your screen how you want it for each grid below. Then Click the 
button to display your current Settings. Click the Copy button to copy your Current Settings to the Role's Settings. Note that doing this will override any customizations that a User has made to their Grids or Module Options. This feature is used to provide a default view and setup for all users so that each user does not need to configure each Grid and setup Module Options. While the User can edit the Grid and Module Options, SYSPRO Mobile Warehouse will default back to these settings upon reload or logging back in.
Reference Grid - This grid is only visible if Transaction Mode is set to Batch. This grid displays a list of available GIT References.
Items Grid - This grid is only visible if Transaction Mode is set to Batch. This grid displays a list of Items for a given GIT Reference.
Receipts Grid - This grid is only visible if Transaction Mode is set to Batch. This grid displays a list of Receipts performed against a GIT References.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Line Link Label - Configures the text that is displayed after a Line has been entered or selected.
GIT Line Summary - Configures the text that is displayed if the user clicks the Line Link Label.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Goods in Transit Out - Denies a User in this Role from accessing the module.
Manual Reference - When selected, the User is required to provide the Goods In Transit Reference number. When not selected, the SYSPRO generated Reference will be used.
Transaction Mode - Sets the mode of operation for the module between Single mode (post one transfer at a time), Batch mode (queue up multiple transfers for one single post), or Both (allows the User to switch between Single and Batch modes).
From Warehouse Default - Sets the value of the From Warehouse field. 'None' leaves the field empty, 'Last Used' will prefill with the Warehouse that was used on the last Post, 'Operator' will prefill with the Operators Default Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
From Bin Default - Sets the value of the From Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
To Warehouse Default - Sets the value of the To Warehouse field. 'None' leaves the field empty, 'Last Used' will prefill with the Warehouse that was used on the last Post, 'Operator' will prefill with the Operators Default Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
ECC Default - When selected, the current Rev/Rel values for ECC items will be defaulted. The defaulted Rev/Rel will be editable.
Posting Where Stock Take is In Progress - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow the transaction if a Stock Take is in progress for the Warehouse, Bin, or Stock Code being used.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Module Customization
For each of the following, click the expand button
to view options for that item.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Stock Code Link Label - Configures the text that is displayed after a Stock Code has been entered or selected.
Lot Link Label - Configures the text that is displayed after a Lot is entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Order Manager - Denies a User in this Role from accessing the module.
Batch Mode - Sets the mode for the Order modules as described below.
Single Order - When selected, the Order Picking module will use single Order numbers for the picking process.
Advanced Batching - When selected, batches must be created in the Order Manager module. Order Picking will only allow picking batches rather than single Orders.
Module Customization
The following options are used to default Grid Settings such as visible columns, sortation, filtering, etc. You should first configure your screen how you want it for each grid below. Then Click the 
button to display your current Settings. Click the Copy button to copy your Current Settings to the Role's Settings. Note that doing this will override any customizations that a User has made to their Grids or Module Options. This feature is used to provide a default view and setup for all users so that each user does not need to configure each Grid and setup Module Options. While the User can edit the Grid and Module Options, SYSPRO Mobile Warehouse will default back to these settings upon reload or logging back in.
Orders Grid - This grid displays a list of available Orders or Batches.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Status Settings
Select the Order Statuses that are eligible for Users to Pick. If no Statuses are selected, all statuses are eligible.
Deny Access to Order Overview - Denies a User in this Role from accessing the module.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Order Overview Picks Mobile Format - Configures the text that is displayed on Mobile on the Picks list.
Deny Access to Order Packing - Denies a User in this Role from accessing the module.
Enable Blind Packing - Hides Order and Pick quantities from User in order to validate the actual quantity picked.
Packing Mode - Select whether you are packing Orders or Batches.
Allow Under Packing - When selected, the user will be allowed to pack less than required for an order and still mark the order as Picked Complete.
Under Pack Threshold (%) - When allowed to Under Pick, this value determines the percentage of the order line quantity to allow the user to under pack (leave blank or enter zero for no limit).
Allow Over Packing - When selected, the user will be allowed to pack more than required for an order and increase the order quantity.
Over Pack Threshold (%) - The percentage of the order line quantity to allow the user to over pack (leave blank or enter zero for no limit).
Status Change at Complete - When selected, the order status will be changed to the selected status when the operator completes the order.
Generate Dispatch at Complete - Determines if and when a Dispatch Note is generated after Packing an Order.
Generate Shipment at Complete - Determines if and when a Shipment is generated after Packing an Order.
Pallet Custom Form - If provided, SYSPRO Mobile Warehouse will populate the Pallet ID to this SYSPRO Custom Form field.
Capture Packing User - Choose if and to where the Packing User should be captured to SYSPRO.
Packing User Custom Form - If provided, SYSPRO Mobile Warehouse will populate the User to this SYSPRO Custom Form field. Works in conjunction with the above setting.
Custom Forms
Checking the Active checkbox will cause that Custom From Field to be displayed in the module. Checking Required will require the User to provide a value before Posting.
Drag and drop items in the list to change the order they are presented on screen to the User.
Module Customization
The following options are used to default Grid Settings such as visible columns, sortation, filtering, etc. You should first configure your screen how you want it for each grid below. Then Click the 
button to display your current Settings. Click the Copy button to copy your Current Settings to the Role's Settings. Note that doing this will override any customizations that a User has made to their Grids. This feature is used to provide a default view and setup for all users so that each user does not need to configure each Grid. While the User can edit the Grid, SYSPRO Mobile Warehouse will default back to these settings upon reload or logging back in.
Batch / Order Grid - This grid displays a list of available Batches or Sales Orders.
Items Grid - This grid displays a list of Items for the selected Batch or Dispatch Note.
Picks Grid - This grid displays a list of Picks performed against the selected Batch or Dispatch Note.
Packs Grid - This grid displays a list of Packs performed against the selected Batch or Dispatch Note.
Pallets Grid - This grid displays a list of Pallets on the selected Batch or Dispatch Note.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Sales Order Link Label - Configures the text that is displayed after a Sales Order is selected.
Sales Order Summary - Configures the text that is displayed when clicking the Sales Order Link Label.
Lot Link Label - Configures the text that is displayed after a Lot has been entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Order Picking - Denies a User in this Role from accessing the module.
Order Setup Type - The order type should be selected according to your order creation process. See below for a brief description of each of the order types
- Ship - Sales Orders are picked from orders that have items “shipped” in SYSPRO. Use this if you ship items when creating orders. Alternatively, operators can release back order from this module. This way orders that are kept in back order and shipped when being picked can use this order type.
- Reserved Allocated - Reserved Allocated orders are picked from items where bins, lots, and serials were selected (allocated) in SYSPRO when creating the order.
- Reserved Unallocated - Reserved Unallocated orders are picked from items where bins, lots, and serials were not selected (allocated) in SYSPRO when creating the order.
- Back Order - Sales Orders are picked from orders that have items in back order in SYSPRO. Use this if you keep your order in back order when creating orders.
Bin Default - Sets the value of the Source Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO..
Quantity Default - Determines the value to use to prefill the Pick Quantity.
Unit of Measure Default - Determines the default UOM to use for the Pick Quantity.
Allow Automatic Time Tracking - If you're license for Labor Tracking, this option will automatically track a Users time from the start of the Staging transaction until the post of the transaction.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Require Scanning Stock Code - When selected, the user will not be able to pick a line from the list of items and must scan or key in the Stock Code to Pick.
Allow Editing Picks - When selected, operators will be able to edit pick data for an order.
Allow Under Picking - When selected, the user will be allowed to pick less than required for an order and still mark the order as Picked Complete.
Under Pick Threshold (%) - When allowed to Under Pick, this value determines the percentage of the order line quantity to allow the user to under pick (zero for no limit).
Allow Over Picking - When selected, the user will be allowed to pick more than required for an order and increase the order quantity.
Over Pick Threshold (%) - The percentage of the order line quantity to allow the user to over pick (zero for no limit).
Require entering item information (bins, lots) - When selected, the operator will be forced to enter the bin, lot, and/or serial information to confirm their pick.
Status Change at Pick - When selected, the order status will be changed to the selected status when the operator begins picking the order.
Status Change at Complete - When selected, the order status will be changed to the selected status when the operator Completes the order.
Generate Dispatch at Complete - Determines if and when a Dispatch Note is generated after Picking an Order.
Pallet Custom Form - If provided, SYSPRO Mobile Warehouse will populate the Pallet ID to this SYSPRO Custom Form field.
Capture Picking User - Choose if and to where the Picking User should be captured to SYSPRO.
Picking User Custom Form - If provided, SYSPRO Mobile Warehouse will populate the User to this SYSPRO Custom Form field. Works in conjunction with the above setting.
Custom Forms
Checking the Active checkbox will cause that Custom From Field to be displayed in the module. Checking Required will require the User to provide a value before Posting.
Drag and drop items in the list to change the order they are presented on screen to the User.
Module Customization
The following options are used to default Grid Settings such as visible columns, sortation, filtering, etc. You should first configure your screen how you want it for each grid below. Then Click the 
button to display your current Settings. Click the Copy button to copy your Current Settings to the Role's Settings. Note that doing this will override any customizations that a User has made to their Grids or Module Options. This feature is used to provide a default view and setup for all users so that each user does not need to configure each Grid and setup Module Options. While the User can edit the Grid and Module Options, SYSPRO Mobile Warehouse will default back to these settings upon reload or logging back in.
Order List Grid - This grid is only visible if Workflow Type is set to Grid and the Order Batches setting for Batch Mode is set to Single Order. This grid displays a list of available Orders.
Batch List Grid - This grid is only visible if Workflow Type is set to Grid and the Order Batches setting for Batch Mode is set to Advanced Batching . This grid displays a list of available Batches.
Batch Items Grid - This grid is only visible if Workflow Type is set to Grid. After selecting an Order or Batch, this grid displays a list of Items on the Order/Batch.
Picks Grid - This grid is only visible if Workflow Type is set to Grid. After selecting an Order or Batch, this grid displays a list of Picks on the Order/Batch.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Picking Detail Link Label - Configures the text that is displayed on the Pick Dialog under the Stock Code and Stock Code Description.
Picking Master List View Label - This text is only visible if Workflow Type is set to List View. Configures the text that is displayed along with or in place of the Stock Code and Stock Code Description.
Picking Master List View Description - This text is only visible if Workflow Type is set to List View. Configures the text that is displayed on the first line below the Stock Code and Stock Code Description.
Picking Master List View Sub-Description - This text is only visible if Workflow Type is set to List View. Configures the text that is displayed on the second line below the Stock Code and Stock Code Description.
Sales Order Link Label - Configures the text that is displayed after a Sales Order is selected.
Sales Order Summary - Configures the text that is displayed when clicking the Sales Order Link Label.
Lot Link Label - Configures the text that is displayed after a Lot has been entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Sales Order Batch List View Description - This text is only visible if Workflow Type is set to List View. Configures the text that is displayed on the first line below the Sales Order.
Sales Order Batch List View Sub-Description - This text is only visible if Workflow Type is set to List View. Configures the text that is displayed on the second line below the Sales Order.
Sales Order List View Mobile Format - On mobile screens, configures the text that is displayed below the Sales Order.
Serial Generation
Serial Generation Format - Select the Format to use for SYSPRO Mobile Warehouse Serial Generation.
Smart Scan
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Suggested Pick
Bin
Enable Suggested Bin Picking
Default Bin - Suggests the Default Bin.
Sequence Bin with Available Quantity - Suggests the Bin of the lowest sequence with Available Quantity.
Sequence Bin with Total Quantity to Fulfill Line - Suggests the Bin of the lowest sequence that fulfills the Quantity of the Line.
Lot
Enable Suggested Lot Picking
FEFO Lot - Suggests the first Lot to Expire..
FIFO Lot - Suggests the Lot with the Oldest Creation Date.
Deny Access to Order Staging - Denies a User in this Role from accessing the module.
Picking less than Expected Quantity - Set to Allow, Warn the User or Disallow picking less than the expected quantity.
Picking greater than Expected Quantity - Set to Allow, Warn the User or Disallow picking greater than the expected quantity.
Allow Bin Transfer - Allows a Bin Transfer transaction to be posted after that Staging transaction.
Allow Warehouse Transfer - Allows a Warehouse Transfer transaction to be posted after that Staging transaction.
Allow Pick for Order - Allows an Order Pick transaction to be posted after that Staging transaction.
Allow Staging for multiple Bins - Allows adding items from various bins, SYSPRO Mobile Warehouse will perform a Bin Transfer when the Staging transaction is posted.
Allow Automatic Time Tracking - If you're license for Labor Tracking, this option will automatically track a Users time from the start of the Staging transaction until the post of the transaction.
Module Customization
The following options are used to default Grid Settings such as visible columns, sortation, filtering, etc. You should first configure your screen how you want it for each grid below. Then Click the 
button to display your current Settings. Click the Copy button to copy your Current Settings to the Role's Settings. Note that doing this will override any customizations that a User has made to their Grids or Module Options. This feature is used to provide a default view and setup for all users so that each user does not need to configure each Grid and setup Module Options. While the User can edit the Grid and Module Options, SYSPRO Mobile Warehouse will default back to these settings upon reload or logging back in.
Reference Grid - This grid is only visible if Transaction Mode is set to Batch. This grid displays a list of available GIT References.
Items Grid - This grid is only visible if Transaction Mode is set to Batch. This grid displays a list of Items for a given GIT Reference.
Receipts Grid - This grid is only visible if Transaction Mode is set to Batch. This grid displays a list of Receipts performed against a GIT References.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Purchase Order Receipt - Denies a User in this Role from accessing the module.
Transaction Mode - Sets the mode of operation for the module between Single mode (post one receipt at a time), Batch mode (queue up multiple receipts for one single post).
Bin Default - Sets the value of the Source Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
Quantity Default - Determines the value to use to prefill the Quantity.
Allow Edit Cost Basis - When selected, the operator is able to change the cost basis for receipts.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Allow Edit of Lot Expiry Date - Enable to allow the User to edit the Lot Expiry Date for the Stock Code.
Over Receipting - When selected, the user will be allowed to receipt more than the outstanding quantity for the order.
Over Receipting Threshold (%) - The percentage of the order line quantity to allow the user to over receipt (zero for no limit).
Under Receipting - When selected, the user will be allowed to receipt less than the outstanding quantity for the order.
Under Receipting Threshold (%) - The percentage of the order line quantity to allow the user to under receipt (leave blank or enter zero for no limit).
Default Local Stocked Cost Basis - Sets the default cost basis for local stocked items.
Default Import Stocked Cost Basis - Sets the default cost basis for import stocked items.
Default Local Non-Stocked Cost Basis - Sets the default cost basis for local non-stocked items.
Default Import Non-Stocked Cost Basis - Sets the default cost basis for import non-stocked items.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Custom Forms
Checking the Active checkbox will cause that Custom From Field to be displayed in the module. Checking Required will require the User to provide a value before Posting.
Drag and drop items in the list to change the order they are presented on screen to the User.
Lot Generation
Lot Generation Format - Select the Format to use for SYSPRO Mobile Warehouse Lot Generation.
Module Customization
The following options are used to default Grid Settings such as visible columns, sortation, filtering, etc. You should first configure your screen how you want it for each grid below. Then Click the 
button to display your current Settings. Click the Copy button to copy your Current Settings to the Role's Settings. Note that doing this will override any customizations that a User has made to their Grids or Module Options. This feature is used to provide a default view and setup for all users so that each user does not need to configure each Grid and setup Module Options. While the User can edit the Grid and Module Options, SYSPRO Mobile Warehouse will default back to these settings upon reload or logging back in.
Order Grid - This grid is only visible if Transaction Mode is set to Batch. This grid displays a list of available Orders.
Purchase Order Items Grid - This grid is only visible if Transaction Mode is set to Batch. After selecting an Order, this grid displays a list of Items on the Order.
Purchase Order Receipts Grid - This grid is only visible if Transaction Mode is set to Batch. After selecting an Order, this grid displays a list of Receipts on the Order.
Order Browse Grid - This grid is only visible if Transaction Mode is set to Single. This grid displays a list of available Orders after clicking the browse (magnifying glass) button.
Order Line Grid - This grid is only visible if Transaction Mode is set to Single. This grid displays a list of lines on the Order after clicking the View Lines button.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Pallet Settings
Require Pallet Tracking - When selected, the user must enter pallet information for this module.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Purchase Order Link Label - Configures the text that is displayed after a Purchase Order is selected.
Purchase Order Summary - Configures the text that is displayed when clicking the Purchase Order Link Label.
Stock Code Link Label - Configures the text that is displayed after a Stock Code has been entered or selected.
Pallet Link Label - This text is only visible if using Pallet Mode. Configures the text that is displayed after selecting a Pallet.
Serial Generation
Serial Generation Format - Select the Format to use for SYSPRO Mobile Warehouse Serial Generation.
Smart Scan
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Work In Progress
Deny Access to Job Issue - Denies a User in this Role from accessing the module.
Transaction Mode - Sets the mode of operation for the module between Single mode (post one issue at a time), Batch mode (queue up multiple issues for one single post).
Bin Default - Sets the value of the Source Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
Quantity Default - Determines the value to use to prefill the Quantity.
Automatically Set Allocation as Complete - When selected, the allocation complete flag will be set automatically if the quantity entered is greater than or equal to the remaining quantity of the job allocation being issued.
Allow Adding Material Allocations - When selected, the user will be able to add material allocations to/from the job.
Allow Deleting Material Allocations - When selected, the user will be able to delete material allocations to/from the job.
Over Issue - When selected, the user will be allowed to issue more than the outstanding quantity for the Job.
Over Issue Threshold (%) - The percentage of the allocation line quantity to allow the user to over issue (zero for no limit).
Under Issue - When selected, the user will be allowed to issue less than the outstanding quantity for the Job.
Under Issue Threshold (%) - The percentage of the allocation line quantity to allow the user to under issue (zero for no limit).
Mark Job as Complete if Material Allocation Quantity has not been fully issued - Set to Allow, Warn or Disallow marking a Job as Complete if materials have not been fully issued.
Allow Edit of Unit of Measure - Enable to allow the User to edit the Unit of Measure for the Stock Code.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Module Customization
The following options are used to default Grid Settings such as visible columns, sortation, filtering, etc. You should first configure your screen how you want it for each grid below. Then Click the 
button to display your current Settings. Click the Copy button to copy your Current Settings to the Role's Settings. Note that doing this will override any customizations that a User has made to their Grids or Module Options. This feature is used to provide a default view and setup for all users so that each user does not need to configure each Grid and setup Module Options. While the User can edit the Grid and Module Options, SYSPRO Mobile Warehouse will default back to these settings upon reload or logging back in.
Job List Grid - This grid is only visible if Transaction Mode is set to List. This grid displays a list of available Jobs.
Allocations List Grid - This grid is only visible if Transaction Mode is set to List. This grid displays a list of Allocations for a given Job.
Job Browse Grid - This grid is only visible if Transaction Mode is set to Single. This grid displays a list of available Jobs.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Job Link Label - Configures the text that is displayed after a Job has been entered.
Job Summary - Configures the text that is displayed after clicking the Job Link Label.
Stock Code Link Label - Configures the text that is displayed after a Stock Code has been entered.
Lot Link Label - Configures the text that is displayed after entering a Lot.
Pallet Link Label - This text is only visible if using Pallet Mode. Configures the text that is displayed after selecting a Pallet.
Job Browse Dialog Mobile Format - Only visible if Transaction Mode is set to Single. On mobile screens, configures the text that is displayed below the Job.
List Mode Jobs List Mobile Format - Only visible if Transaction Mode is set to List. On mobile screens, configures the text that is displayed below the Job.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Job Overview - Denies a User in this Role from accessing the module.
Use Assignments in Job Issue - When selected, Job Issue will only show Jobs that are assigned to the User.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Job Browse Dialog Mobile Format - On mobile screens, configures the text that is displayed on the Job Browse dialog below the Job.
Jobs List Mobile Format - On mobile screens, configures the text that is displayed on the Jobs List tab below the Job.
Job Assignments Mobile Format - On mobile screens, configures the text that is displayed on the Job Assignments tab below the Job.
Deny Access to Job Receipt - Denies a User in this Role from accessing the module.
Default Cost Basis - Sets the default cost basis for receipts.
Allow Cost Basis Edit - When selected, the operator is able to change the cost basis for receipts.
Default Quantity - Determines the value to use to prefill the Quantity.
Default Bin - Sets the value of the Source Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO, and 'Custom' allows you to define a Warehouse to prefill.
Default Job Complete if Full Quantity is Receipted - When selected, the job will be marked as Complete automatically when the receipt quantity is equal to or greater than the outstanding quantity to manufacture.
Over Receipt - When selected, the user will be allowed to receipt more than the outstanding quantity for the Job.
Over Receipt Tolerance (%) - The percentage of the allocation line quantity to allow the user to over receipt (zero for no limit).
Under Receipt - When selected, the user will be allowed to receipt less than the outstanding quantity for the Job.
Under Receipt Tolerance (%) - The percentage of the allocation line quantity to allow the user to under receipt (zero for no limit).
Allow Negative Job Receipt - When selected, the user will be able to perform a negative Job Receipt.
Disallow Edit Expiry Date - When selected, the operator is not allowed to change the expiry date of the item being receipted.
Allow Increase Sales Order Quantity - When selected, for a Job with a linked Sales Order, if posting a quantity greater than the expected quantity for the Job, the Sales Order Quantity will be increased.
Disallow Setting Job as Complete - When selected, the User will be disallowed from marking the Job as Complete.
Allow Issuing Materials while Receipting Jobs - When selected, a Kit Issue transaction will take place during the Job Receipt transaction.
Receipt if Material Allocation Quantity has not been fully issued - When selected, the user can optionally be warned or disallowed to perform a Job Receipt when there are outstanding materials.
Receipt if Job is Complete - Determines whether or not a User may perform the Receipt if the Job is marked as Complete.
Receipt if linked Sales Order is being edited - Determines whether or not a User may perform the Receipt if a linked Sales Order is being edited in SYSPRO.
Allow Use of Weight Scale - Enables reading a value from a scale to populate the Quantity field.
Lot Generation
Lot Generation Format - Select the Format to use for SYSPRO Mobile Warehouse Lot Generation.
Module Customization
The following options are used to default Grid Settings such as visible columns, sortation, filtering, etc. You should first configure your screen how you want it for each grid below. Then Click the 
button to display your current Settings. Click the Copy button to copy your Current Settings to the Role's Settings. Note that doing this will override any customizations that a User has made to their Grids or Module Options. This feature is used to provide a default view and setup for all users so that each user does not need to configure each Grid and setup Module Options. While the User can edit the Grid and Module Options, SYSPRO Mobile Warehouse will default back to these settings upon reload or logging back in.
Job Browse Grid - This grid displays a list of available Jobs.
Module Options - Here you can choose to Set defaults as well as Lock those settings so that the User cannot change them from within the module.
In the following example, the option to Show Print Dialog is Set and Locked. This will cause the Print dialog to appear after posting and will disallow the User from disabling the Print dialog.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Job Link Label - Configures the text that is displayed after a Job has been entered.
Job Summary - Configures the text that is displayed after clicking the Job Link Label.
Lot Link Label - Configures the text that is displayed after entering a Lot.
Pallet Link Label - This text is only visible if using Pallet Mode. Configures the text that is displayed after selecting a Pallet.
Job Browse Dialog Mobile Format - On mobile screens, configures the text that is displayed below the Job.
Smart Scan
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Kit Issue - Denies a User in this Role from accessing the module.
Kit Issue Post Mode - Sets the mode of operation for the module between Material mode (only posts Material), Labor mode (only posts Labor), or Both (posts both Material and Labor).
Include Sub-Contract Labor - When Kit Issue Post Mode is set to Labor or Both, when selected, will also post any Sub Contract Labor on the Job.
Bin Default - Sets the value of the Bin field. 'None' leaves the field empty, 'Last Used' will prefill with the Bin that was used on the last Post, 'Warehouse' will prefill with the Default Bin of the Warehouse as setup in SYSPRO.
Quantity Default - Prefills the Quantity with Zero, One, or the Remaining Job Quantity.
Employee Default - Provide the Employee ID to use for the labor transactions.
Employee Rate - Select the Employee Rate to use for the labor transactions.
Materials Over Issue - When selected, the user will be allowed to issue more than the outstanding quantity for the Materials on the Job.
Materials Over Issue Threshold (%) - The percentage of the allocation line quantity to allow the user to over issue (zero for no limit).
Materials Under Issue - When selected, the user will be allowed to issue less than the outstanding quantity for the Materials on the Job.
Materials Under Issue Threshold (%) - The percentage of the allocation line quantity to allow the user to under issue (zero for no limit).
Labor Over Issue - When selected, the user will be allowed to issue more than the outstanding quantity for the Labor on the Job.
Labor Over Issue Threshold (%) - The percentage of the allocation line quantity to allow the user to over issue (zero for no limit).
Labor Under Issue - When selected, the user will be allowed to issue less than the outstanding quantity for the Labor on the Job.
Labor Under Issue Threshold (%) - The percentage of the allocation line quantity to allow the user to under issue (zero for no limit).
Allow Edit Material Quantity - When selected, allows the user to edit the quantity to issue for the Material.
Posting Where Stock Take is In Progress - Determines whether SYSPRO Mobile Warehouse should Warn, Allow or Disallow the transaction if a Stock Take is in progress for the Warehouse, Bin, or Stock Code being used.
Allow Filtering by Operation - When selected, allows the User to enter an Operation number to filter the allocations to only include those tied to that Operation.
Labor Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Material Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Print Automation
Print Automation is a way to define a label to be printed automatically for the transaction. It allows printing without User intervention. Multiple labels may be setup and all will print automatically. Note that the Default Quantity that is defined on the Label Setup will be used for automation printing. See Label Printing for more information on setting up Label Printing.
Click the + New Print Automation button
Select the Label, Print Output Location and click Save.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Success Message - Configures the text that is displayed after a successful Post.
Job Link Label - Configures the text that is displayed after a Job has been entered.
Job Summary - Configures the text that is displayed after clicking the Job Link Label.
Stock Code Link Label - Configures the text that is displayed after a Stock Code has been entered.
Lot Link Label - Configures the text that is displayed after a Lot has been entered.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Job Browse Dialog Mobile Format - On mobile screens, configures the text that is displayed below the Job.
Smart Scan
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to Labor Track - Denies a User in this Role from accessing the module.
Default Rate - Select the Rate to use as the default on screen.
Default Non-Productive Rate - Select the Rate to use as the default on screen for Non-Productive operations.
Prefill from Operation - Select to prefill Work Center and Machine from the operation entered.
Automatically Set Complete - Select to set Complete if the full quantity was entered by the user.
Default Time Type - Select the Time Type to use as the default on screen.
Posting Time Unit of Measure - Select the UOM for time sent to SYSPRO.
Allow Non-Productive Codes - Allows the User to select a Non-Productive Code.
Allow Machine - Allows the User to select a Machine.
Allow Work Center - Allows the User to select a Work Center.
Allow Changing Time Type - Allows the User to select a Time Type.
Allow Change Rate - Allows the User to select a Rate.
Allow Quantity Complete - Allows the User to enter a Quantity Complete.
Allow Quantity Scrapped - Allows the User to enter a Quantity Scrapped.
Posting to an Operation that is marked as Complete - Allows the User to post to an Operation that is already marked as Complete.
Posting to an Operation where the previous Milestone has not been started - Allows the User to post to an Operation even if the previous milestone was not started.
Allow Kit Issue - Allows the user to perform a Kit Issue from the Job Details screen.
Allow Job Issue - Allows the user to perform a Job Issue from the Job Details screen.
Allow Job Receipt - Allows the user to perform a Job Receipt from the Job Details screen.
Update 'Quantity to Make' with 'Quantity Scrapped' - Updates the Quantity to Make in SYSPRO with the Quantity Scrapped provided by the User.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Job Browse Dialog Mobile Format - On mobile screens, configures the text that is displayed below the Job.
Deny Access to WIP Batch Management - Denies a User in this Role from accessing the module.
Deny Access to WIP Receipt From Inspection - Denies a User in this Role from accessing the module.
Lot Generation
Lot Generation Format - Select the Format to use for SYSPRO Mobile Warehouse Lot Generation.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Smart Scan
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Deny Access to WIP Staging - Denies a User in this Role from accessing the module.
Picking less than Expected Quantity - Set to Allow, Warn the User or Disallow picking less than the expected quantity.
Picking greater than Expected Quantity - Set to Allow, Warn the User or Disallow picking greater than the expected quantity.
Allow Bin Transfer - Allows a Bin Transfer transaction to be posted after that Staging transaction.
Allow Warehouse Transfer - Allows a Warehouse Transfer transaction to be posted after that Staging transaction.
Allow Job Issue - Allows a Job Issue transaction to be posted after that Staging transaction.
Allow Staging for multiple Bins - Allows adding items from various bins, SYSPRO Mobile Warehouse will perform a Bin Transfer when the Staging transaction is posted.
Allow Automatic Time Tracking - If you're license for Labor Tracking, this option will automatically track a Users time from the start of the Staging transaction until the post of the transaction.
Note / Reference
Override General Settings - Enable this setting to override the Note Reference settings on the General tab.
Reference Read Only - Makes the Reference field read only.
Retain reference text between posts - Retains the Reference field value between posts.
Reference Field Default Text - Provides a default value for the Reference field.
Note Read Only - Makes the Note field read only.
Retain note text between posts - Retains the Note field value between posts.
Note Field Default Text - Provides a default value for the Note field.
Pallet ID Generation
Override Pallet ID Generation - Enable this setting to override the Pallet ID Generation settings on the General tab.
Number of digits - Enter the total length of the Pallet ID.
Pallet Format - Defines the format of the Pallet ID. Fixed text or variables may be used. Click the expand button
next to the Pallet Format field to view all available variables.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Pallet Link Label - Configures the text that is displayed after a Pallet is entered.
Job Browse Dialog Mobile Format - On mobile screens, configures the text that is displayed below the Job.
Smart Scan
Use Stock Code Field for Smart Scan Entry - Utilizes the Stock Code field on screen as the Smart Scan field, otherwise a separate Smart Scan field will be used.
Smart Scan Format - Select the Smart Scan format to use in this module. See Smart Scan for more information on setting up Smart Scan.
Add On
Deny Access to Document Printing - Denies a User in this Role from accessing the module.
Deny Access to Reports - Denies a User in this Role from accessing the module.
Deny Access to Time Tracking - Denies a User in this Role from accessing the module.
Screen Configurations
The following options are available for customizing the screen. For any of the options below, enter any fixed text you wish to display. Click the 
button to select any available variables to use alone or in conjunction with any fixed text entered. Where applicable, multiple variables can be selected. Leave the field blank to use the default text.
Tasks Dialog - Current Tasks Mobile Format - On mobile screens, configures the text that is displayed on the Current Tasks tab under the Task.