This document is intended as a quick install guide for getting Shop Floor Insight to work with Business Central. This is not a comprehensive install guide and does not cover all configuration or setup options.

Shop Floor Insight is available in Microsoft AppSource for Business Central SaaS. For on-premise installations of Business Central a ".app" file will be provided to your Microsoft Partner or Insight Works representative to install.

Registration of the app is necessary for all Business Central cloud use of Shop Floor Insight. The app must be installed before registration is possible. Make sure to install the app on your Business Central tenant prior to requesting registration.

Shop Floor Insight provides the ability to fine tune functional permissions with both standard Business Central permission sets, as well as with a 'Function Permissions' feature.

Paycodes need to be defined before Shop Floor Activities. Paycodes must match the paycodes in your payroll system by name if you plan on exporting time from Shop Floor Insight to your payroll system or calculating overtime.

Configure your paycodes before you configure your activity codes. Activity codes provide the ability to categorize time collected on the Shop Floor.

This section only provides very basic setup of shifts and does not go into detailed usage of shifts in the system. The Setup Wizard will import a rapidstart file that will automatically create an example shift 'MF8'.

Make sure that your user has special function permissions before you proceed with configuration documented in this section, otherwise you might not be able to see any employees that you create.

Shop Floor Work Centers connect to existing Business Central Work Centers or Business Central Machine Centers. These are used for capturing information for Production Orders, such as recording productive time to production orders, rework time, recording manual output, recording manual consumption, and using the scheduling feature.

Client configurations provide scanning station specific configuration. Scanning stations are often configured to provide a restricted list of routings for work within the physical proximity of work and machine centers.

If you are in a time zone that is not UTC, then you should also configure the time zone hours offset for use with the Business Central SaaS web service.

This component is intended to be run on-premise. This component will install a windows service that will provide an HTLM based barcoding interface optimized for Shop Floor Data collection.

Once you have the Business Central side configured and have installed the Shop Floor interface then you can proceed to smoke test the system and confirm functionality.

This document demonstrates how to perform an upgrade of the Shop Floor Insight service.