Defining System-Wide Process Settings

[ 1 Configuration Hierarchy ] [ 2 Process Setting Categories and Example Fields ]

WMS+ Process Settings control system behavior during warehouse workflows like receiving, picking, transfers, production, shipping, and returns. They determine steps such as confirmations, label printing, scanning, batch enforcement, pallet use and more.

Process Settings are configured in the Admin Panel under:

Admin Panel → Common Configuration → Process Settings

Settings apply hierarchically, with more specific levels overriding broader ones, allowing administrators to tailor WMS+ behavior to meet the needs of companies, branches, departments or users.

Configuration Hierarchy

Level	Applies To	Overrides	Use Case Example
Company	All users, all locations	N/A	Set default pallet behavior across all processes (e.g., enable pallet scanning).
Branch	All users in a specific SAP Business One-defined warehouse	Company	Adjust label printing or batch override rules for a specific regional warehouse.
Department	Users grouped by department or function	Branch	Use different picking logic for Production vs Sales teams (e.g., bin sequence rules).
User Defaults	Multiple users sharing the same SAP Business One User Default group	Department	Apply common scan settings for a group (e.g., catchweight prompts in packing).
User	Individual user	All	Grant label reprint or manual close access for a specific supervisor.

Selecting a Process to Configure

From the Process Settings screen, administrators use the Select Settings dropdown to choose a workflow:

Receiving
Production Issue
Return to Vendor
Transfer Issue
Inventory Adjustment
Production Receipt
Shipping
Sales Return
Transfer Receipt
Return from Customer
Counting

The available configuration options update based on the selected process.

Process Setting Categories and Example Fields

Settings are grouped by category, each shaping device behavior during the selected process.

General Settings
Controls whether the process is enabled and determines if the configuration is applied.

Scan Counter: Enables live scan tracking across Receiving, Shipping and Counting workflows.

Inventory Operations
Affects how items and quantities are handled during receiving.

Allow Over-Pick/Receive: Allows quantities received to exceed the expected document quantity.
Allow to Add Lines: Enables users to add new lines during the receiving process

Batches and Serials
Defines how batch values are captured and validated.

Show Batch Attribute 1: Displays the first defined batch attribute field to be populated during receiving.
Allow Override Assignment: Allow users to select a different batch.

Shipping

Control how outbound transactions are created and finalized during shipment.

Copy all Contents to Delivery: Indicates whether the entire contents of the Sales Order should be copied to the Delivery document in SAP Business One. When enabled, non-shipped lines are copied to the Delivery with a quantity of 0 to maintain the original document structure. When disabled, only shipped lines are included.

To enable: Admin Panel → Common Configuration → Process Settings → Shipping → Inventory Operations, then toggle Copy all Contents to Delivery to yes. The change applies automatically the next time a Shipping process is executed.

Pallets
Controls pallet creation and labeling behavior.

Palletizing: Enables creation of pallets during receiving transactions.
Pallets Prefix: Sets the default label prefix for any pallets generated during this process.
Pallet Pick Mode: Defines the default action when picking items from existing pallets. Options include Pick Whole Pallet, Pick Items from Pallet, Break Pallet or Ask User.
Remember User Pallet Pick Mode: Determines whether WMS+ should retain the user’s chosen pick mode for the duration of the session.

Guided Picking
Affects sequence and bin-level picking behavior.

Display Default/Allocated Bin Location in Line: Displays the suggested or allocated bin in the transaction grid line.
Sort Direction: Sets whether bin suggestions are sorted ascending or descending by the selected method.

Advanced Quantity & Weight Handling
Used when working with catchweights or integrated scales.

Enable Scan to Weigh: Triggers scale reading on item scan during receiving.
CW Tolerance Enforcement: Defines whether out-of-tolerance catchweights are blocked, warned, or allowed.

General

Active
Determines if the process is enabled. When inactive it has no effect in WMS+.

Inventory Operations

Allow Over-pick/receive
Allows users to pick or receive quantities greater than what is required on the base document.

Allow to add lines
Allows users to add lines that do not exist on the base document.

Allow different destination warehouse
Allows users to select a destination warehouse different from the one on the base document.

Show Completed Switch
Sets the default state for the Show Completed switch on the device side menu.

Create Default Entries
Determines if WMS+ creates document line entries automatically.

Split Exact Matching Entries
When enabled, scanning the same item or same batch or serial at the same location creates a new entry instead of increasing quantity. Useful when palletizing or catchweight is enabled.

Scan Counter
Displays a running count of scans for each item to help users track progress.

Copy all contents to Delivery
Copies all Sales Order lines to the Delivery in SAP Business One and sets non-shipped lines to zero quantity.

Remember last destination location
Saves the last destination location and preselects it when completing a trip.

(Out, Mv) Destination Location barcode
Barcode of the default destination location for moving and receiving operations.

(In, Mv) Location barcode
Barcode of the default location used during Put Away operations.

Batches/Serials

(In) Batch/Serial Template
Defines the Simplate template used to generate batch or serial numbers automatically during receiving.

Show batch attribute 1
Shows Attribute 1 for the allocated or picked batch on the document line.

Show batch attribute 2
Shows Attribute 2 for the allocated or picked batch on the document line.

Ignore GS1 batch number
Ignores the GS1 batch (AI 10) and uses the batch template or manual entry instead.

Pallets

Palletizing
Enables pallet creation and pallet handling for the process.

Pallets Prefix
Prefix used when generating SSCC numbers created with the Create Pallet button.

Start with new pallet
Starts the operation with a new pallet when palletizing is enabled.

Pallet Pick Mode
Sets the default behaviour when picking pallets. Options are Pick whole pallet, Pick items from pallet, Break pallet, or Ask user.

Remember User Pallet Pick Mode
Saves the user’s pallet pick mode selection for the duration of the operation.

Guided Picking

Display Default/Allocated Bin Location in Line
Shows the allocated bin location for the item or the default bin location for the warehouse line.

Default Sort
Defines the field used to sort document lines on the device.

Sort Direction
Defines whether document lines are sorted in ascending or descending order.

Advanced Quantity/Weight Reading

Ignore GS1 Quantity/Weight
Ignores GS1 quantity or weight tokens and prompts the user for manual entry. Item-level configuration can override this.

Enable Scan to Weigh
Allows users to scan the scale barcode on the batch selection screen to read weight directly from the scale.

Use Weight Over Quantity In GS1
Uses the weight token instead of the quantity token when both are present in the GS1 barcode.

CW Tolerance Enforcement
Defines how WMS+ responds when catchweight tolerance is exceeded. Tolerance is defined in the Item Master.

Common Admin Actions

When configuring settings under Branch, Department, User Defaults or User, the following options are available:

Add New: Create a new configuration row for a process.
Delete: Remove an existing configuration.
Select All / Unselect All: Manage multiple configurations in bulk.

After changes are saved, the new configurations override more general settings for the same process and take effect the next time the user logs in.

Tips for Administrators

Start at the Company level and configure baseline behavior for each process.
Use Branch and Department levels to handle regional or functional differences.
Apply User Defaults to simplify configuration for large groups.
Use user-level overrides only when absolutely necessary.
Always test configuration changes in a staging environment before rolling them out.

Examples of Common Use Cases

Request	Example Setting to Adjust
Can we show users the expected bin for each item during picking?	Enable Display Default/Allocated Bin Location in Line in Picking.
Can we create a new pallet automatically during picking?	Enable Start with a New Pallet in Picking
Can we ignore GS1 batch numbers and just enter our own?	Enable Ignore GS1 Batch Number in any process
Can we base validation on weight in GS1 barcodes?	Enable Use Weight Over Quantity In GS1 and CW Tolerance Enforcement in Advanced Quantity/Weight Reading
Can we show users how many items they’ve scanned during Receiving?	Enable Scan Counter in Receiving.