Configuring the HCXM screen

  1. Select Enterprise > Administration > Mobile Personalization > Screens.
  2. Select HCXM and click Duplicate.
  3. Specify a new screen version. For the example, the screen version is HLDIMAGE. The screen name should stay the same because you want the HC3 screen to continue to call HCXM.
  4. Add an instruction for navigation to the DIMG01 screen if Rsn = DAMAGE. In this example, if SEND/Rsn = DAMAGE, then you are navigated to the DIMG01 screen and the SEND vector is transferred to the screen to default in the LPN, hold reason, and comments that are specified in the HC3 screen.
  5. To connect properly to IDM, you must configure the DIMG01 screen to have matching attributes to the Document Type you create in IDM. This table shows the fields that must match IDM and those that must match the HCXM screen for the data to be passed appropriately.

    IDM configuration

    RF configuration (DIMG01 screen)

    Document Type: SCE Damaged Inventory

    doctype/SEND: SCE_Damaged_Inventory

    Attribute: Lpn

    field1_name/SEND: Lpn (must match)

    Attribute: Reason

    field2_name/SEND: Reason (must match)

    Attribute: Comment

    field3_name/SEND: Comment (must match)

    field1/SEND: Id (data from HCXM)

    field2/SEND: Rsn (data from HCXM)

    field3/SEND: Comment (data from HCXM)

  6. Ensure that these changes are specified on the DIMG01 screen:
    • Send/field1: Specify ID for the name to match the field names and copy data from the HCXM screen. Edit State = Repeat Previous to carry over values from HCXM.
    • SEND/field2: Change name to Rsn to match the field name and copy data from the HCMX screen. Edit State = Repeat Previous.
    • SEND/field3: Change name to hldcmt and is changed to a multiline field with four lines and a mask of ???????. This change is to match the field name and copy data from HCMX. Edit State = Repeat Previous.
    • Field1_vis, field2_vis, and field3_vis changed to have Initial Value = 1 and Default Value = 1, This change allows the fields to be displayed on the screen so that the user has the opportunity to edit them.
    • Storer_vis, sku_vis, uom_vis, order_vis, line_vis changed to have Initial Value = 0 and Default Value = 0. Make this change to remove the fields from the screen.
    • Storer_name, sku_name, and uom_name should have Initial Value = <blank>, Default Value = <blank> and the Edit State = Intitialize Default (Always)
    • SEND/doctype changed to have Initial Value and Default Value = “SCE_Damaged_Inventory”
    • SEND/field1_name change to have the Initial Value and Default Value = “Lpn” (attribute name in IDM)
    • SEND/field2_name change to have the Initial Value and Default Value = “Reason” (attribute name in IDM)
    • SEND/field3_name change to have the Initial Value and Default Value = “Comment” (attribute name in IDM)
    • The SEND fields are passed to the procedure call by their position, so you need to ensure that the sequence of fields is retained. The procedure call requires field1, the data, to be in a send field immediately after the field1_name; likewise for field2_name/field2 and field3_name/field3.

    These changes need to be made to Mobile Translations:

    • DEFAULT:field1 is changed to “LPN:”
    • DEFAULT:field2 is changed to “Reason Code:”
    • DEFAULT:field3 is changed to “Hold Comment:”

    Adding customized screens to a mobile profile

  7. Select Enterprise > Administration > Mobile Personalization > Profiles.
  8. Select Default under Profiles and click Duplicate if a custom profile has not been created.
  9. Select the new HCXM and DIMG01 screens to add them to the profile.
  10. Assign the profile to a mobile user on the Enterprise > Administration > Mobile Personalization > Users screen.