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- Overview
- Hardware and Software Requirements
- NAV Object Import and Merge
- NAV Data Configuration
- Warehouse Insight Barcode Objects
- Warehouse Insight Web Service Installation
- Android Scanner Install
- Windows Scanner Installation
- Configuring the Software
- Uninstalling the Solution
- Modified NAV Objects
- Source Versions
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- 1. Introduction
- 2. Overview
- 3. Main Landing Page
- 4. Item Inquiry
- 5. Bin Inquiry
- 6. Advanced Inventory Count
- 7. Basic Count
- 8. Receiving
- 9. Put-Aways
- 10. Ad-Hoc Movements
- 11. Directed Movements
- 12. Picking
- 13. Shipping
- 14. Production Order Consumption
- 15. Production Order Output
- 16. Assembly Orders
- 17. License Plates
- 18. Scratchpad
- 19. Configuration
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- Print From Your Handheld in Business Central Cloud
- Print From Your Handheld in NAV/Business Central On-Premises
- DataLogic Falcon WiFi Configuration
- Controlling the Beep Sound Effect on DataLogic Scanners
- Warehouse Insight with NTLM Authentication
- Configure Scanner for Business Central SaaS
- Connect Warehouse Insight Desktop Client to Business Central Cloud
- Datalogic Falcon X3 Scanner Timeout
- Clone Warehouse Insight Service for NAV and Business Central On Prem
- Configure Windows Scanner for NAV and Business Central On Prem
- Ad Hoc Move journal batch options
- Display a Custom Image on Your Device
- Configure Scanner Settings for Memor 10/20 and Zebra
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- Add Purchase Order Comments From Your Handheld
- View Purchase Order Comments on Your Handheld
- Capture Image on Sales Order
- Attaching Documents from the Scanner
- Ship and Invoice Sales Order
- Overriding Base Application Events via Design
- Sample Offline Application
- Sample Quantity Dialog Extensions
- Adding Notes to Documents
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- Canada Post Third Party Billing
- Getting Started with Dynamic Ship
- How the Customs Information is Populated
- How the Dynamic Ship Carrier correlates to the base NAV Shipping Agent
- How to Bill Shipping Fees to a Customers Account
- How to Complete a Basic Shipment with Dynamic Ship
- How to Enable and Use The External Rate Entry
- How to Reprint Shipping Labels using Dynamic Ship
- Include COD Charges With Shipping
- International Shipping Address Entry
- No Rates Returned For A Shipment
- Hazardous Material Shipping
- Freight Quote
- Extra Text on Shipping Label
- Shipping with Saturday Delivery
- Print Bill Of Lading Report
- Blind and Double Blind (Drop) Shipments
- Chain Multiple Pack Commands
- Find Shipment and Package Tracking Numbers
- Manifesting USPS Shipments
- Create a Shipping Label for a Miscellaneous Shipment
- Label Placeholders - Package Options
- Package Options
- Copy Last Package
- FedEx Commercial Invoice Requires Electronic Letterhead
- Assign Outbound Serial Number At Shipping Time
- Refund EasyPost Shipment
- Actual Shipping Cost
- Freight Price Rules
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- Data Requirements for Dynamic Ship
- Dynamic Ship Email Setup
- Enabling UPS SurePost on your EasyPost account
- Dynamic Ship Carrier Account Configuration
- How to Create Shipment Manifests in Dynamic Ship
- Shipping Scale Integration
- Extending Dynamic Ship
- How to Add Predefined Packages for Carriers
- DHL Express and Purolator Carrier Configuration
- Zebra High Quality Print
- Shipping Predefined Packages
- Dynamic Ship Permissions
- Configure Customer Options
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- Daily Time Report for Payroll Administrator
- Shift Scheduling with Shop Floor Insight
- Routing Step with Shop Floor Insight
- Color Coding Time Cards
- Production Order Assignment with Shop Floor Insight
- Streamline Processes with Work Instructions
- Cleaning up Barcodes in Business Central
- Configurable Business Central Payroll Export for ADP and other Payroll Solutions
- Production Dispatch Lists that Boost Efficiency
- How to use the Shop Floor Production Order job report as your default production order job card report
- How to Print Barcodes for Job Tasks
- How to automatically round time card line entries
- How to Print Barcodes for Production Order Operations
- How to record a quality inspection when output data is captured
- How to display the Shop Floor Insight Approver role in the "Explore All" page
- Shop Floor employees are having their shifts end prematurely
- How to record a quality inspection when a scheduler item is moved
- How to ensure supervisors only see time cards of their workers for approval
- Fix a "Company not licensed" error message in Shop Floor Insight
- Adding a New Employee & Printing a Barcoded Badge
- Filtering Production Orders
- How to Record Consumption
- How to Record Output
- The Supervisor / Employee Relationship
- Using Links in Shop Floor Insight
- Client Configuration Cards
- Shop Floor Activities
- Line Coloring
- How to Record a Comment
- Printing a Production Order Job Card
- Quality Inspections when Recording Output
- Changing the Work or Machine Center by Scanning a Barcode
- Dispatch List Filtering
- Automatically Assign Work and Machine Centers
- Time Card Line Rounding for Job Tasks
- Line Rounding of First Time Card Line
- Time Card Approval Process and Worksheet
- Include Other Paycodes for Overtime Calculations
- Automatic Filler Time Functionality
- Time Card Line Rounding for Shift Breaks
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- How to use the Shop Floor Production Order job report as your default production order job card report
- Shop Floor Insight Language Configuration
- Clock In Early to Midnight Shift using Shop Floor Insight
- How to troubleshoot 401 error messages in Shop Floor Insight
- How to troubleshoot "(400) Bad Request" errors in Shop Floor Insight
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- 1. Before you Begin with Shop Floor Insight
- 2. Installing Shop Floor Insight
- 3. Registering Shop Floor Insight
- 4. Configure Special Permissions in Shop Floor Insight
- 5. Configure Paycodes in Shop Floor Insight
- 6. Configure Activity Codes in Shop Floor Insight
- 7. Configure Shifts in Shop Floor Insight
- 8. Configure Shop Floor Employees in Shop Floor Insight
- 9. Configure Work Centers in Shop Floor Insight
- 10. Configure Client Configuration in Shop Floor Insight
- 11. Configure Time Zone in Shop Floor Insight
- 12. Configure On-Prem Shop Floor Client
- 13. Print Barcodes and Smoke Test in Shop Floor Insight
- How to do an upgrade to the Shop Floor Insight Windows service
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- 1. Before You Begin with Shop Floor Insight
- 2. Navigating Business Central in Shop Floor Insight
- 3. Process Overview in Shop Floor Insight
- 4. Printing Barcodes in Shop Floor Insight
- 5. Tour of the Shop Floor Interface
- 6. Capture Shop Floor Data for Production Orders in Shop Floor Insight
- 7. Capturing Job Time in Shop Floor Insight
- 8. Closing Time Cards in Shop Floor Insight
- 9. Approving Time Cards in Shop Floor Insight
- 10. Calculate Overtime in Shop Floor Insight
- 11. Posting Shop Floor Data in Shop Floor Insight
- 12. Export Time in Shop Floor Insight
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- How to Record Consumption
- Filtering Production Orders
- Adding a New Employee & Printing a Barcoded Badge
- How to Record Output
- The Supervisor / Employee Relationship
- Using Links in Shop Floor Insight
- Client Configuration Cards
- Shop Floor Activities
- Line Coloring
- How to Record a Comment
- Printing a Production Order Job Card
- Quality Inspections when Recording Output
- Changing the Work or Machine Center by Scanning a Barcode
- Dispatch List Filtering
- Automatically Assign Work and Machine Centers
- Time Card Line Rounding for Job Tasks
- Line Rounding of First Time Card Line
- Time Card Approval Process and Worksheet
- Include Other Paycodes for Overtime Calculations
- Automatic Filler Time Functionality
- Time Card Line Rounding for Shift Breaks
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- Setting Inventory Count Card As-Of-Date
- Setting Locations on the Count Card
- Setting Lot/Serial Number Tracking
- Setup of Posting Count Options
- Setting up Recounts in Inventory Count Module
- Reconciling the Count in Inventory Count Module
- Posting the Inventory Count
- Inventory Count Bin Blocking Options
- Calculating Count Period Codes
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- Overview
- User Permissions
- Profiles (Roles)
- Counter Sales Setup
- Counter Sales Users
- Payment Methods
- Customer Accounts
- Reason Codes
- Take Order Wizard
- Counter Sales Orders
- Quick Scan
- Return Order Wizard
- Counter Sales Return Orders
- Price Check
- Enhanced Item Search
- Enhanced Contact Search
- My Locations
- Related Items
- Price Overrides
- Lost Sales
- Special Order Items
- Daily Close
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9. Approving Time Cards in Shop Floor Insight
- Main
- Shop Floor Insight
- User Guide
- 9. Approving Time Cards in Shop Floor Insight
Shop Floor Insight provides an optimized approval screen for reviewing, editing, and approving multiple time cards at once, as well as the ability to approve cards one by one. For personnel roles that that have a primary use in Business Central of approving time an optimized Role Center is available to simplify review, access, corrections, and approvals.
To approve a time card you must:
- Have the “User ID” field on your Shop Floor Employee Card connected to your Business Central User ID.
- Be a manager of the employee to approve time or have the “Post” flag configured in your Shop Floor Function Permission.
Shop Floor Insight Approver Role Center
This role center is not a requirement for reviewing. If a role will only be using Business Central to review and approve time cards, then an optional role center called “Shop Floor Insight Approver” is available after installing the extension.
After switching to the Shop Floor Insight Approver role center, the view will have actions and menu items optimized for reviewing and approving time.
Approving Time Manually
To approve time manually, or card by card, navigate to Shop Floor Time Cards.
In the Shop Floor Time card list the ‘Approved’ column can be used to quickly identify which cards have not yet been approved. Open an un-approved time card.
The actions bar will have “Prepare”, “Validate”, “Approve”, “Post”, and “Close”. The sequence is left to right to reflect the typical real-world process.
Validation is available in the card by choosing “Validate” in the action list. Warnings and errors will then be shown to help catch potential issues before posting.
After validating the card, choose “Approve”.
Optimized Approvals: Approving and reviewing many cards
The Approvals worksheet is the best approach for approving time. Navigate to “Time Card Approval”.
You’ll be presented with a screen showing multiple lists.
Validation is available in the card by choosing “Validate” in the action list. Warnings and errors will then be shown to help catch potential issues before posting.
Filter Options
The “Filter Options” section dictates which time cards you’ll see, you’ll typically want to only show managed employees. If you need to see open (in-progress), or already approved cards use the “Show Open Cards” and “Show Approved Cards” settings. An optional login date filter can also be used.
Time Cards
Cards that match the time card filters will show in the list. Cards with potential problems will be highlighted ‘Red’. After correcting errors, choose “Re-Validate” from the action list.
Time Card Lines
This section will show an editable list of time card lines for the selected time card from the previous section. Potential errors will be highlighted as red on the Line No., and if possible then potential issues will also be color coded red in the columns. Time can be adjusted and corrected on this screen.
Summary Panels
The panels on the right-hand side categorize errors for the card itself, and for selected lines. After correcting errors, make sure to choose “Re-Validate” from the action list.
Approval Process
Like approving time on the time card itself, the process is to validate then approve. The approvals screen will automatically validate as soon as the worksheet is opened. After correcting errors, choose “Re-Validate” from the actions list. When ready to approve, simply choose “Approve” from the action list. If “Show Approved” is turned off this will have the effect of automatically selecting the next time card that needs to be approved.
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