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Warehouse Insight
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- Overview
- Hardware and Software Requirements
- Business Central Object Import and Merge
- Business Central Data Configuration
- Warehouse Insight Barcode Objects
- Warehouse Insight Web Service Installation
- Android Scanner Install
- Windows Scanner Installation
- Configuring the Software
- Uninstalling the Solution
- Modified Business Central 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
- Push Warehouse Insight Updates to Devices
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- Print From Warehouse Insight
- 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 Business Central On Prem
- Configure Windows Scanner for Business Central On Prem
- Ad Hoc Move Module
- Display a Custom Image on Your Device
- Configure Scanner Settings for Memor 10/20 and Zebra
- OAuth Login Options for Warehouse Insight 2.8
- Barcode Rules
- Set Up the Windows Desktop Client for Oauth (SaaS)
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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
- Factboxes
- Over-Receiving from Handhelds
- Azure Active Directory (AAD) OAuth Configuration for Warehouse Insight 2.8+
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WMS Express
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License Plating
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- Articles coming soon
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Dynamic Ship
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- Overview
- Dynamic Ship Process
- License Plate Templates
- How to Generate a Shipment Manifest
- How to Add Predefined Packages for Carriers
- Set Up Carrier Loomis
- Enabling UPS SurePost on your EasyPost account
- Set Up Dynamic Ship Email
- Dynamic Ship Carrier Account Configuration
- Role Tailored Client Shipping Scale Integration
- Extending Dynamic Ship
- DHL Express and Purolator Carrier Configuration
- Zebra High Quality Print
- Dynamic Ship Permissions
- Configure Customer Options
- Return Label Printing in Business Central
- Canada Post Third Party Billing
- Getting Started with Dynamic Ship
- How the Customs Information is Populated
- How the Dynamic Ship Carrier is linked to the Business Central Shipping Agent
- Bill Shipping Fees to a Customer's Account
- Complete a Basic Shipment with Dynamic Ship
- Enable and Use the External Rate Entry
- Reprint Shipping Labels using Dynamic Ship
- Include COD Charges with Shipping
- Add an International Shipping Address
- Ship Hazardous Material
- Create a Freight Quote
- Include Extra Text on Shipping Label
- Ship 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
- Configure and Use Scales
- Use Address Validation
- TrueCommerce License Plate Integration
- Create a Free Freight Campaign
- Generate Serial Shipping Container Code
- Pack Item Variants
- Extension: Tax IDs
- External Freight Quotes
- Reconcile Carrier Invoice
- Configure a UPS Digital Access Program Account
- Add the Certificate of Origin Report
- Dynamic Ship: Royal Mail and DPD Carrier Configuration (UK)
- Extend Dynamic Ship
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Shop Floor Insight
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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
- Output to License Plate
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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
- Configure OAuth for Shop Floor Insight 7.8
- Fields Included in Shop Floor Insight’s Search Field
- Access and Configure Service-to-Service Authentication in Shop Floor Insight
- Configure Shop Floor Insight for automatic time splitting scenarios
- Shop Floor Client Configuration Cards Recommendations
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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 Shop Floor Insight Communications App
- 13. Print Barcodes and Smoke Test in Shop Floor Insight
- How to do an upgrade to the Shop Floor Insight Windows service
- Shop Floor Insight Communication App Requirements
- Set Up Facial Recognition
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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
- Configure Output Clock on Behavior
- Add a Non-Productive Activity Code
- Shop Floor Insight: Use the Mobile Interface Without a Phone
- Shop Floor Insight: Shop Floor Native Phone Client
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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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Advanced Inventory Count
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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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Counter Sales
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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
- Contact Sales History
- User Salespersons
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Product Configurator
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- Version Information
- Product Configurator Configurations
- Product Configurator Item Category
- Product Configurator Choice Combination
- Product Configurator Option Choice
- Product Configurator Bulk Edit
- Product Configurator Options
- Product Configurator BOM
- Use Quoting Items
- Use Additional Choices
- Use Check Configuration
- Use Line Type and Indent Options
- Update Routing Run Times
- Add Option Choice Comments
- Use Rule Builder
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NavXtender
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- Articles coming soon
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- How do I install NavXtender?
- Add Languages in NavXtender
- Having Issues?
- SharePoint Support
- Why am I having troubles accessing SharePoint via UNC?
- Why is the drag and drop not working, or NavXtender button not visible?
- Are you using an anti-virus application?
- Do I need to install NavXtender on every computer?
- I still need help. Who can provide technical support?
- I would like to use NavXtender with my custom pages. How do I do that?
- NavXtender Language Support
- NavXtender Web Service Authentication 401
- NavXtender Web Service Troubleshooting
- Should I install the 32-bit or 64-bit version of NavXtender?
- What changes does NavXtender make to Microsoft Dynamics NAV?
- What is the difference between the stand-alone and integrated version of NavXtender?
- What versions of Microsoft Dynamics NAV is NavXtender compatible with?
- Why am I getting a permissions error?
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DocXtender
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Barcode Generator PowerTool
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PrintNode Connector PowerTool
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Miscellaneous
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Graphical Scheduler
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MxAPS
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- Introduction
- Generate Schedule
- Production Cells
- Setup
- Delay Increment
- Scheduling Configurations
- Scheduling Rules
- Scheduling Rule Card
- Scheduling Rule Parameters
- Segment Codes
- Alternate Group List
- Alternate Group Card
- Schedule Result List
- Schedule Result
- Order Schedule List
- Machine Load Details
- Operation Schedules
- Order Attribute Schedules
- Commit Results
- Result KPI FactBox
- Schedule Rule Details
- Machine Alternate Constraints
- Mx Item Card extends Item Card
- Resource Requirements
- Machine Constraints
- Machine Transfers
- Shop Calendar Exceptions
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Enhanced Planning Pack
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Order Ship Express
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Order Fulfillment Worksheet
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Import Export PowerTool
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Quality Inspector
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Cycle Count Scheduler
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- Articles coming soon
16. Assembly Orders
The Assembly Order application is responsible for processing mainly Assemble to Stock orders with limited support for Assemble to Order documents.
Core features of this application include:
- Lookup List for Released Assembly Orders
- Entering quantity and tracking details for consumed items
- Output/Posting of assembled items
You can access the Assembly Order application from the Home screen by clicking the Assembly Order link. When launched, the Shipping Lookup List page is displayed.
Assembly Order Lookup List
The Lookup List page allows you to either scan or select the Assembly Order you wish to view.
Use the filter bar to filter the lookup list to specific documents if required.
The Assembly Order Lookup List can be filtered by typing into the Search Filter. The following data is supported for searching:
- Document Number: Receiving Documents that have a No. matching the filter will be displayed.
By default, only released Assembly Orders are shown. You may toggle this to show Open documents as well by setting the Show All Documents option to Yes in the Device Configuration page.
If Logins are enabled, only documents that are un-assigned or explicitly assigned to the logged in user are shown. If you wish to see all documents regardless of assignment, check the Show All Documents option on the Device Configuration page.
Assembly Order Lookup List Columns
The Assembly Order Lookup List can show the following columns:
Column | Description |
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No. | The Assembly Order number. |
Description | The Assembly Order description. |
Assigned User ID | The User ID the document is assigned to. |
Due Date | The date the order is due by. |
Item No. | The Item number being assembled. |
Assembly Order
When an Assembly Order is chosen the following page will be displayed:
Callout ID | Description |
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1 |
The available menu options:
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2 | Assembly Order number and related header information. |
3 | The Assembly Lines for the document. |
4 | The consumed quantity and other line details. |
5 | Status bar indicating status messages or instructions. |
Consuming Items
The standard process flow should be used when consuming items on an Assembly Order:
- Scan bin to Consume from.
- Scan the item to Consume.
- Enter Quantity to Consume and Item Tracking Information, if required.
See the General Document Handling section on the Overview page for more information.
The Scan Behaviors page can be configured to control aspects of this process. For example, you can configure it so that a quantity dialog does not appear but instead increments the count by one, or to change the default quantity or unit of measure to consume.
Menus
The following menus are available by default for Shipping. Menus may be added or removed as required from the Device Menus page under the Application Form with a selection of ASSEMBLY_ORDER for the Application.
Close (Menu)
Closes the Assembly Order and redirects to the Lookup List page.
Output (Menu)
Outputs an assembled item for the Assembly Order. Users are prompted to enter the number of assembled items to output.
If the user has not consumed the required component quantities, an error will be displayed indicating the quantity cannot be output. The Posting Date on the Assembly Order will be set to the current data prior to posting.
After output is complete the page closes and redirects to the Assembly Order lookup screen.
Enter Bin (Menu)
This option is hidden by default but can be made visible via the Device Menus page. Users are prompted to type in the bin that they wish to simulate scanning. This option can be useful if bin labels have become damaged or are inaccessible.
Enter Item (Menu)
This option is hidden by default but can be made visible via the Device Menus page. Users are prompted to type in the item that they wish to simulate scanning. This option is useful if item labels have become damaged or are no longer readable.
Item Inquiry (Menu)
Launches the Item Inquiry management screen pre-filtered to the header item.
Bin Inquiry (Menu)
Launches the Bin Inquiry management screen pre-filtered to the active bin.
Common Configurations and Issues
This section describes the most common issues and are included here to provide a greater understanding of what the software is capable of.
For more information, contact Support.
Printing Labels
Printing labels for Assembled items will require either a custom menu option (e.g., Print) or an override to the Output menu (e.g., Post & Print).
For more information, contact Support.
Changing Consumption Bin
If the location requires bins, the bin can be changed by scanning a bin. If the bin does not match the currently selected line, the user is prompted if they want to change the bin.
You can add a menu option to allow changing of the bin.
Working with Warehouse Picks
Consumption cannot be recorded when use of warehouse picks is enabled. Output is supported. Picking/consumption is to be handled via the Picking module.
Working with Assemble to Order Documents
Output is not supported when assembling to orders; Business Central processes the output as part of the source document handling (e.g., shipping). The document can still be used to gather item tracking details for the consumed components if required.
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