Mobility Rules

Mobility -> Settings -> Mobility Rules

Overview:

These are the global rules that control Mobility within Ostendo and Freeway. These rules influence the behaviour of Ostendo when Freeway is in use. Care must be taken when setting these rules, therefore please read and understand each rule before amending it.

No Automatic Data Sheet Posting: Select this to prevent Ostendo from Automatically posting the Datasheet when a Completed Datasheet is received from Freeway. (NB: This can also be controlled at the Style Template Level to enable Datasheets from specific Style Templates to be auto posted or not on return from Freeway.

Allow Data Sheet Editing: Select this to allow the Datasheet contents to be edited from the Datasheets screen (Mobility ->Data Sheets) after it has been received from Freeway.

Allow Data Sheet Deletion: Select this to allow the deletion of Datasheet records from the Datasheets screen (Mobility -> Data Sheets)

Registered Company: Enter the name of the company to be displayed in the "Registered to" field in the Freeway Solution.

Mobility License Code: (Refer 'License' button) Load the license key from your Freeway License File (.flf).

The Ostendo API Service must be activated/re-started AFTER the Mobility License Code is loaded. When the Mobility License Code (Mobility Key) is updated in Mobility rules, Ostendo will keep both the new Mobility Key and the previous key. This means a Freeway user in the field will not be impacted as Ostendo will automatically update their key to the new one if the user's Mobility Key is the previous one. If the Freeway user have not synced his device for a while, and there is more than one change of Mobility Key, then he will not be automatically updated with the new key. He needs to get a new FastCode in order to load in the new Mobility key.

Employee Locations - Refresh Interval (Minutes): This setting refreshes the Employee Locations Screen (Mobility -> Employee Locations) in the specified minute interval .

Employee Locations - Horizon (Hours back): This setting determines how far back in time (hours) the app will retrieve the employee's GPS location data to be displayed on the Employee Locations screen (Mobility -> Employee Locations)

Company Cross Reference Style: Cross Reference checking is used when Freeway is used to create new Customer or Supplier records. This check helps to prevent creation of duplicate customer/supplier records.

Select one of the following Options:

• Match Name OR ANY Cross Reference - either the name or any of the Cross Reference selected below matches
• Match Name AND ANY Cross Reference - both the name AND any one of the Cross Reference selected below must match
• Match ANY Cross Reference Only - any of the Cross Reference selected below matches
• Match EVERY Cross Reference Only - ALL the Cross References selected below must match
• Match Name AND EVERY Cross Reference - Both the Name and ALL the Cross References selected below must match
• Match Name Only - Only the Name is matched

Check Mobile in Cross Reference: The Mobile number is used for cross reference checking.

Check Phone in Cross Reference: The Phone number is used for cross reference checking.

Check Email in Cross Reference: The Email address is used for cross reference checking.

Create Data Sheet Linked Docs From: Ostendo allows for Completed Datasheets to be automatically saved in a PDF form in a folder relating to the order. These folders are automatically created in a  sub folder within the 'Parent Folder Path' specified in the General Rules screen (General ->Settings -> General Rules). This Mobility setting controls when Datasheets should begin to automatically create and link to the respective Jobs/Assembly/Sales/Purchase/Invoice.

You must have Queue Services configured and running with a "Datasheet" Queue Schedule defined before this automated process is triggered

Default ReStock Supplier: Select a Supplier as the default for the "New ReStock Order" Internal Datasheet. This supplier is used as a default Purchase Order Supplier for Items / Descriptors recorded in the Freeway Datasheet that do not have a Primary Supplier defined against them.

Long Description Label: (Optional) Specify the default Long Description label for Item Mobility and Web and Descriptor Mobility and Web.

Specification Label: (Optional) Specify the default Specifications label for Item Mobility and Web and Descriptor Mobility and Web.

Features Label: (Optional) Specify the default Features label for Item Mobility and Web and Descriptor Mobility and Web.

Picking Sequence: Select the default option for Picking. Options are:

• Location Sequence (Inventory -> Locations -> Location Seq field)
• Product Sequence (Inventory -> Items -> Additional Inventory Settings)
• Delivery Line No. (Sales-Deliveries -> Lines)
• Line No (Assembly Order Line or Job Order Line)

Expiry Days Remaining for Picking: Specify the default number of days to expiry date. Items with expiry dates must meet both this requirement and the Customer's requirement before it can be picked.

Job Note Source: Select either Job Instructions or Work Instructions to send to Freeway. These notes are displayed in the 'Info' option in the Datasheet within Freeway under the 'Job Notes' heading.

Jobs -> Job Orders -> Detail -> Job Instructions section. There are two separate Instructions (Job and Work). One can be used for internal only and the other can be sent to the mobile devices. This rule allows you to decide which would be sent to the mobile devices as job notes.

No. of Remaining Count Lines to Display: (Used for Freeway Inventory Counts) Enter the number of remaining Count Lines you wish to display on the mobile device at any one time.(Default is 50 lines when not specified.) (NB: maximum number of lines = 200. Anything greater will be ignored and 200 will be used instead.)

It should be noted, that this limit only affects the items displayed in the "Count Lines - Remaining" screen in Freeway. If the user searches or scans for an item defined in the count however is not displayed in the list, that item is still available to be counted.

No. of Counted Count Lines to Display: (Used for Freeway Inventory Counts) Enter the number of counted Count Lines you wish to display on the mobile device at any one time. This will be displayed on the "Count Lines - Counted" screen in Freeway (Default is 50 lines when not specified.) (NB: There is no limit placed on Counted lines.)

Display Counted Lines Style: (Used for Freeway Inventory Counts) Select either "All Counted Lines" or "Only Employee Counted". This setting controls what counted lines each Freeway user is able to see on the "Count Lines - Counted" screen in Freeway when multiple Freeway users are recording into the same Inventory Count

Customer Note Source: Two sets of notes are available in the Customer Notes section. This is to provide you the flexibility to specify which set of notes will be displayed as part of Customer information in Freeway. Select either General Notes or Mobility Notes. These notes are displayed in the 'Info' option in the Datasheet within Freeway under the 'Customer Notes' heading. 

Supplier Note Source: Two sets of notes are available in the Supplier Notes section. This is to provide you the flexibility to specify which set of notes will be displayed as part of Supplier information in Freeway. Select either General Notes or Mobility Notes. These notes are displayed in the 'Info' option in the Datasheet within Freeway under the 'Supplier Notes' heading. 

Fast Code Expiry Hours : Enter the default number of hours (from 1 to 72) before a generated Fast Code expires. Once this expires, you will be required to generate a new Fast Code which will remain available for the number of hours specified here.

Store Hazards added Remotely : Select this if you wish to update the Customer hazards when new hazards are recorded within Freeway.

Additional Materials B2B Conditional Style : Select either "Ignore Item and Descriptor B2B Include Flag" or "Filter Items and Descriptors where B2B Include Flag is True". This controls what Items / Descriptors are available to the Materials selection from within Freeway for B2B Freeway Solutions. 

• The Item "Include in Mobility B2B" Flag is found the Inventory -> Items -> Detail Tab -> Additional Inventory Settings button
• The Descriptor "Include in Mobility B2B" Flag is found on the Inventory -> Descriptors -> Detail Tab

Include Multiple Item Units : Select this box if you wish to display items with multiple Units Of Measure (if Multiple Units exist) from the Materials list in Freeway. eg: 100-2000 exists as an Each as well as a Box. These would be should separately in the Materials selection screen in Freeway. If item exists with multiple Units and this rule is not selected, only the base unit measure of that item would be available to Freeway.

Assigned Transfer Horizon Days : This rule sets the number of days for the Freeway to look forward to when using the "TRANSFERASSIGNED' Style Template Type.  This setting limits how many days out Freeway should look beyond today to evaluate required stock for Job Requirements based on the Job Line Remaining Qtys. If this entry is left Blank, Freeway will only look for jobs assigned (via the Assignment Board) 1 day out.

NB: There is also an override “Assigned Transfer Horizon Days” setting on the Settings Tab of the Style Template. This takes precedence over the value in the Mobility Rules.

Start Day for Assigned Work : This rule sets the day for the Freeway to look forward to when using the "TRANSFERASSIGNED' Style Template Type. Freeway will only look at assigned jobs (via the Assignment Board) with a Start Day from either the “Current Day” (Today onwards + Assigned Transfer Horizon Days) or the Next Day (tomorrow + Assigned Transfer Horizon Days) (Default is “Current Day”)

Map API Key : Enter the API key provided by Google Maps subscription service here. This will enable the Employee Location function.

Information is available from:

Costs:

https://developers.google.com/maps/billing/understanding-cost-of-use

Obtaining An API Key:

https://developers.google.com/maps/documentation/embed/get-api-key

User Guide:

https://cloud.google.com/maps-platform/user-guide/

Background Style : Default (modern style) or Classic (original Freeway background style). Refer Employee Mobility Settings topic for more info

Button Style : Black (default), White, or Classic (original Freeway button style). Refer Employee Mobility Settings topic for more info 

Button Transparency : From No Transparency to 90 percent in steps of 10% (default is 40%). Refer Employee Mobility Settings topic for more info 

Use Assignment Captions for Lookups : These Captions make up the 'first line' displayed in bold in the Lookup in Freeway. Select this box to control the information displayed in Job/Sales/Deliveries etc.. Lookups. Refer Assignment Captions topic for more info  Assignment Captions are defined from Requirements -> Settings -> Assignment Captions (Caption Type "SUBJECT")

Dynamic Job Checklist from Notes : Select this if jobs can have Dynamic Checklists defined in the Job notes section. Refer Dynamic Checklists topic for more info

Dynamic Assembly Checklist from Notes : Select this if Assembly Orders can have Dynamic Checklists defined in the Assembly notes section. Refer Dynamic Checklists topic for more info 

Dynamic Delivery Checklist from Notes : Select this if Delivery Orders can have Dynamic Checklists defined in the Delivery notes section. Refer Dynamic Checklists topic for more info 

Dynamic Start Phrase for Checklist items : Enter any unique string in your Notes section that will denote the start of your checklist definitions. The default string is {Checklist}. Refer Dynamic Checklists topic for more info 

Dynamic End Phrase for Checklist items : Enter any unique string in your Notes section that will denote the end of your checklist definitions. The default string is {End} Refer Dynamic Checklists topic for more info 

Dynamic Item Bullet Character : Enter any unique character to denote the start of each checklist item. The default character is "-". Refer Dynamic Checklists topic for more info 

Dynamic Job Checklist from : Select either "Job Instructions" or "Work Instructions" to indicate where the dynamic checklist will be defined. Refer Dynamic Checklists topic for more info 

Job Material Posting:

• Job Direct (default) - The issue of materials from Freeway will be posted directly to the job when the Datasheet is returned and updated in Ostendo
• Job Transactions - When the Datasheet is returned to Ostendo, a Job Transactions batch will be created (InProgress). This allows a back-office user to authorise and amend if necessary, then post the material issues to the job.

Assembly Material Posting:

• Assembly Direct (default) - The issue of materials from Freeway will be posted directly to the Assembly Order when the Datasheet is returned and updated in Ostendo
• Assembly Issues - When the Datasheet is returned to Ostendo, an Assembly Issues batch will be created (InProgress). This allows a back-office user to authorise and amend if necessary, then post material issues to the Assembly Order.

Buttons

Close: This will close the screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Save: This will save the current data without exiting the screen

Cancel: Any changes made to the current screen record or the last time the ‘Save’ Button was pressed will be lost.

License: Press this button to load the new Mobility License Code into Mobility Rules. You then have two options:

• Update Cloud Record: This option will update the cloud record. If updated, all mobile devices with the current licence code from here on will use the host/ip addresses configured for the API service that is connected to this Ostendo database. This option is appropriate for updating an expired/expiring licence code

• Update Ostendo Database Only: This option will only update the Ostendo database with the new licence code. This option is appropriate for consultants who are testing mobile devices with a clients database and want to change the licence code to their own without changing the clients cloud record.