User Variables

  • What are user variables?
  • What are the default user variables of COSMO Mobile Solution?
  • How can I set up user variables for a user?
  • How does filtering work within user page customizations?
  • What kind of configuration options do I have for user variables on Page Customizations?
  • Are there any specific functionalities of user variables in connection with printing in COSMO Mobile Solution?
  • Can I modify user variables in the mobile application too?
Tip

Summary: This topic explains how user variables can be set up in COSMO Mobile Solution and how they should be used related to different configuration options.

What is a User Variable?

User variables are configurable dynamic values that can be utilized for page filtering, conditional views, default values, flowfield filtering, or as filters for relations and conditions. They can be modified per user in a simple way, eliminating the need to adjust filters or default values individually on the user page customizations. A specific user variable can be assigned to a user as a variable type, and the value of it can be changed either in COSMO Mobile Solution or if configured, in the mobile application too. The mobile application will use the current user variable value when populating or validating a certain field/filter.

To set up or view a user variable

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Mobile Solution Center and choose the related link, and then choose the Users tile.
  2. Select a user and then choose the User Variables action.

A list of predefined user variables opens without any values. These user variables cannot be deleted because they are for standard COSMO Mobile Solution processes. It's also possible to add individual user variables and use them in the configuration. In the following graphic, some of the values are already defined.

User Variables

The name and purpose of the predefined user variables are shown in the following table.

User Variable Name Description
Consumption_Batch_Name Batch name for the Consumption process of COSMO Mobile Solution. Used on the CCSMSCalcConsumptionWS (5308084) and CCSMSConsumptionWS (5308076) page customizations as page filters. The selected user will use this batch when posting and calculating manufacturing consumption in the mobile application. In the Value field, choose the ellipsis button to open the template-filtered list of batches.
Consumption_Template_Name Template name for the Consumption process of COSMO Mobile Solution. Used on the CCSMSCalcConsumptionWS (5308084) and CCSMSConsumptionWS (5308076) page customizations as page filters. The selected user will use this template when posting and calculating manufacturing consumption in the mobile application. In the Value field, choose the ellipsis button to open the list of item journal templates. The assigned template will have Type = Consumption.
Default_Label_Printer Default label printer for the selected user. For more information, see Printer User Setup.
Default_Printer Default report printer for the selected user. For more information, see Printer User Setup.
Journal_Batch_Name_For_Movement Batch name for the Movement posting process of COSMO Mobile Solution for simple warehouse handling. The selected user will use this batch when posting movement in the mobile application. In the Value field, choose the ellipsis button to open the template-filtered list of batches.
Journal_Template_Name_For_Movement Template name for the Movement posting process of COSMO Mobile Solution for simple warehouse handling. The selected user will use this template when posting movement in the mobile application. In the Value field, choose the ellipsis button to open the list of item journal templates. The assigned template will gave Type = Transfer.
Neg_Adjustment_Batch_Name Batch name for the Negative Inventory Adjustment posting process of COSMO Mobile Solution. The selected user will use this batch when posting negative inventory adjustment in the mobile application. In the Value field, choose the ellipsis button to open the template-filtered list of batches.
Neg_Adjustment_Template_Name Template name for the Negative Inventory Adjustment posting process of COSMO Mobile Solution. The selected user will use this template when posting negative inventory adjustment in the mobile application. In the Value field, choose the ellipsis button to open the list of item journal templates. The assigned template will have Type = Item.
Output_Batch_Name Batch name for the Output process of COSMO Mobile Solution. Used on the CCSMSCalcOutputWS (5308085) and CCSMSOutputWS (5308074) page customizations as page filters. The selected user will use this batch when posting and calculating manufacturing output in the mobile application. In the Value field, choose the ellipsis button to open the template-filtered list of batches.
Output_Template_Name Template name for the Output process of COSMO Mobile Solution. Used on the CCSMSCalcOutputWS (5308085) and CCSMSCOutputWS (5308074) page customizations as page filters. The selected user will use this template when posting and calculating manufacturing output in the mobile application. In the Value field, choose the ellipsis button to open the list of item journal templates. The assined template will have Type = Output.
Pos_Adjustment_Batch_Name Batch name for the Positive Inventory Adjustment posting process of COSMO Mobile Solution. The selected user will use this batch when posting positive inventory adjustment in the mobile application. In the Value field, choose the ellipsis button to open the template-filtered list of batches.
Pos_Adjustment_Template_Name Template name for the Positive Inventory Adjustment posting process of COSMO Mobile Solution. The selected user will use this template when posting positive inventory adjustment in the mobile application. In the Value field, choose the ellipsis button to open the list of item journal templates. The assigned template will have Type = Item.
Warehouse_Journal_Batch_Name_For_Movement Batch name for the Movement posting process of COSMO Mobile Solution for directed put-away. The selected user will use this batch when posting movement in the mobile application. In the Value field, choose the ellipsis button to open the template-filtered list of batches.
Warehouse_Journal_Template_Name_For_Movement Template name for the Movement posting process of COSMO Mobile Solution for directed put-away. The selected user will use this template when posting movement in the mobile application. In the Value field, choose the ellipsis button to open the list of warehouse journal templates. The assigned template will have Type = Reclassification.
Note

For a specific process (e.g. Movement, Output or Consumption), it's essential to select a template first, because the batch should be chosen from a prefiltered list (even if the order of the predefined user variables is alphabetical).

A special user variable, which cannot be seen in the predefined list, is the USER_ID. Its value is unique, and always the user ID of the specific user. It can be used as any other user variable when configuring processes. In the base configuration, the USER_ID variable is used for the following processes:

  • Find items: page filters for CCSMSFindItemsFilterWS (5307954) and CCSMSFindItemsResultWS (5308065)
  • Item tracking: page filters for CCSMSItemTrackingListWS (5307989), CCSMSItemTrackingCardWS (5307990) and CCSMSSerialNoCreationWS (5308095)
  • Inventory adjustment: page filters for CCSMSInvAdjCardWS (53080165), CCSMSInvAdjListNegWS (5308073), and CCSMSInvAdjListPosWS (5308073)
  • Manufacturing - consumption: relation filter for the item tracking of CCSMSConsumptionWS (5308076)
  • Manufacturing - consumption calculation: page filter for CCSMSCalcConsumptionWS (5308084)
  • Manufacturing - output calculation: page filter for CCSMSCalcOutputWS (5308085)
  • Movement: relation filter for the target bin selection of CCSMSMovementScanListWS (5308035)

To create and update user variables

  1. Select any user on the Users page.
  2. Choose the User Variables action.
  3. In the User Variables page, choose the New action.
  4. In the Name and Value fields, specify a unique identifier and the corresponding value.

After creating the user variable, the record will be inherited to every user. This means that when the User Variables are opened for other users, this variable will be displayed. If the Value should be different for each user, it should be changed accordingly.

To delete user variables

  1. Select any user in the Users page.
  2. Choose the User Variables action.
  3. Select the user variable that should be deleted.
  4. Choose the Delete action.

Two confirmation messages will open. If both messages are confirmed, the variable (name and value) will be deleted for every user. Additionally, the corresponding settings will also be deleted; therefore, if a variable was used as a page filter or a relation filter, it will be removed.

User Variable Usage

Existing user variables can be used for the following configuration elements:

After modifying a user variable value for a specific user, the mobile application will use the new value when evaluating filters/conditions or populating a field with a default value. If a value was modified, the Refresh Schema button should be pressed in the mobile application (Settings).

Modify User Variables in the Mobile Application

It can happen that the change of user variables is necessary in the mobile application, e.g., the employee wants to work in another location or a new batch is required for a specific posting process. It's possible to modify user variables in the mobile application.

The base configuration contains the CCSMSUserSettings (5308058) page, which is assigned to the User Setup role. As for the configuration of this page, it's important that the captions of the fields can be modified, which don't affect the variable usage. In the General FastTab of the CCSMSUserSettings page, choose Show more to show the Refresh User Variables After Close field and turn on the toggle. This forces the mobile application to refresh the user variables on the mobile application side if the page is closed.

If needed, a new role can be created, or the page can be assigned to any other existing role. In the following example, the User Setup role is used. After opening the User Settings page in the mobile application, 18 variables will be displayed, some are populated with a value, some not. On this card page, all predefined user variables are listed and there are some general variables that can be used for custom purposes (Default Location Code, Default Bin Code, Journal Template Name, and Journal Batch Name).

User Settings in COSMO Mobile Solution and the Mobile Application

The data of the User Variables page is the same for a specific user, as it is on the User Settings page in the mobile application. In our example, a general variable will be used.

User Settings in COSMO Mobile Solution and the Mobile Application 2

After selecting the Default Location Code in the mobile application, providing a value and pressing the Back button, a new user variable will be created for the selected user (for the first time, the variable and the value of it will be set for all users, because the variable is newly created, but after that the value modification will only affect the logged in user). The name of the variable will be the object name of the selected field from the User Settings page.

User Settings in COSMO Mobile Solution and the Mobile Application 3

The next step is to configure the user variable for a required page. In this example, the Default Location Code will be set for the Warehouse Receipt Header page as a page filter, so the user will only see the open warehouse receipts for a specific location (because it's a page filter, it will work as a default value as well for newly created records). After opening the page configuration of CCSMSWhseReceiptHeaderWS (5308008), choose the Page Filters action. In the Page Filters page, the Related Field Name is the field that the variable will be set for. In the Filter Type field, choose Variable. In the Filter Value field, choose the ellipsis button to access the list of user variables. Choose the appropriate variable name, in this case, the LOCATION_CODE. This means that the value of the Location Code will be the actual user variable value for the Location_Code variable. In the graphic below, warehouse receipts with location ALL-P-S-T will be displayed only.

User Settings in COSMO Mobile Solution and the Mobile Application 3

If the user modifies the user variables on the User Settings page in the mobile application, the changes will be applied only by leaving the page without pressing the Refresh Schema button. Modifications of the CCSMSUserSettings (5308058) page can be made via configuration or development. On the page customization, fields can be hidden or lookups can be provided for certain variables. If it's required to display a new variable in the mobile application, the page should be extended accordingly (even new predefined user variables can be added via development).


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