Assigning and Blocking Documents

The Assigning & Blocking Documents feature makes sure warehouse users only work on documents assigned to them and stops multiple users from working on the same document at the same time. This prevents duplicate work and improves control over operations.

There are two modes available, each controlled by different scenario settings:

1. Self-Assigning Documents

2. Only Show Assigned Documents

1. Self-Assigning Documents

This feature lets users assign documents to themselves directly from the WMS app, which blocks others from seeing or working on those documents while they are assigned.

How to Enable:

• In the Scenario Settings, turn on the switch:
  “Allow self-assigning documents”

How It Works:

• Users will see checkboxes next to unassigned documents in the document list.

• A user can select one or multiple documents to assign themself.

• Once selected, these documents are blocked for other users - they will not appear in other users’ document lists.

• To release a document, the user can simply untick the checkbox, making it available again for others to assign.

• The status of assigned documents is synced with SAP Business One, ensuring updates are reflected across the system.

2. Only Show Assigned Documents

Restricts users to work only on documents explicitly assigned to them in SAP Business One. Users cannot self-assign documents in this mode.

How to Enable:

• In the Scenario Settings, turn on the switch:
  “Only show assigned documents”

How It Works:

• The document list will show only the documents assigned to the logged-in user.

• Users cannot see or choose any unassigned documents.

• Document assignment must be done manually by a warehouse manager or SAP B1 user within SAP B1

Important Notes:

• Self-Assigning and Only Show Assigned Documents cannot be activated at the same time — these options are mutually exclusive.

• Choose Self-Assigning if you want to allow warehouse staff to manage their own workload.

• Choose Only Show Assigned Documents if document assignment is handled centrally (e.g., by a warehouse manager).