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How to change workflow in mobile app - Scan and Count

  • September 26, 2024
  • 4 replies
  • 98 views

claudematherne24
Varsity I
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When using the Scan and Count on the mobile app, currently I scan the PI number, then the location I am counting, then the inventory ID and then the count.  After that, it is asking for another Inventory ID.  But the counting I am trying to do needs a new location becuase I have counted all of the expected inventory in that location.  The only thing I see right now is to confirm the count, then start over at scanning the PI again.

 

What I would like to do is mirror the Scan and Transfer that would just ask for the next location to count instead of having to start the PI over.  I have not really seen any documentation on editing workflows.

Best answer by Kandy Beatty

HI @claudematherne24 

The mobile app is still pretty limited on customizing. 

Here is a help article that help some:

https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=0e6f3728-57aa-447c-94ca-d412f9e4fbc9

 

4 replies

Kandy Beatty
Captain II
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  • Captain II
  • Answer
  • September 26, 2024

HI @claudematherne24 

The mobile app is still pretty limited on customizing. 

Here is a help article that help some:

https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=0e6f3728-57aa-447c-94ca-d412f9e4fbc9

 


claudematherne24
Varsity I
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Thanks @Kandy Beatty 


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  • Jr Varsity III
  • September 30, 2024

@claudematherne24  Have you tried scanning/entering the (new) location id, even though it is asking for next inventory id? Usually it recognizes that you are changing location by scanning a location value.


claudematherne24
Varsity I
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I have not.  I figured it would error out since it is expecting an inventory ID.  That worked!!!!  I figured that in Scan and Recieve and Scan and Transfer, it throws an error when scanning something unexpected, that it would do the same.