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

The Shop Floor Insight Business Central app alters three role centers and introduces a new role center called “Shop Floor Insight Approver”.

This quick start guide is ordered as close as possible to this sequence to provide information on approaches for capturing shop floor data, validating and approving, adjusting time (typically for overtime), posting time, and exporting.

The Shop Floor interface is primarily driven by barcodes. For this quick guide it’s recommended to identify the data you’d like to explore the system with and print off the appropriate barcodes.

This section will overview the main areas of the Shop Floor Interface. Advanced usage, configuration, and process can be discussed in detailed documentation and additional training.

Scanning Routing Barcodes: Use the production order barcodes printed from the “Printing Barcodes” section of this document.

To record time to a Business Central Job and Job Task each Shop Floor Employee needs to either connect to a Business Central “Resource” directly, or to a Business Central “Employee” which is in turn associated with a Business Central “Resource”.

Time Cars can get closed in a few different ways. When a time card is closed an automatic “Preparation” step is performed on the card itself.

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.

This is a very high-level overview of calculating overtime. Refer to the setup guide, task-oriented manuals, and your recorded training session (if available) from your Insight Works representative.

This section is a very high-level overview of posting time and shop floor data. Shop Floor Insight provides options to change production order costing, and optionally apply overtime costs to production orders.

Time is typically exported to payroll systems through a CSV file. Payroll systems tend to not want time details, and instead tend to prefer having time rolled up per employee, per paycode.

In Shop Floor Insight version 7.6 and newer, recording output [...]

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.