Warehouse Insight

Factboxes

FactBoxes are a feature of Dynamics 365 Business Central that provides users with helpful information about the page being viewed. Now, this concept is being brought to Warehouse Insight 2.5.

19. Configuration

There are two primary configuration points that need to be set up prior to utilizing the device software. Business Central Device Configuration Code & Software Configuration

Warehouse Insight Web Service Installation

Warehouse Insight Barcode Objects

Hardware and Software Requirements

Configure Scanner Settings for Memor 10/20 and Zebra

Overriding Base Application Events via Design

There are three important steps in overriding a base event. Here is an example of how you would remove the print dialog after creating a License Plate in the WHI Ship app.

Sample Offline Application

This article will describe the process of building and consuming a simple offline application to capture inventory count information.

Sample Quantity Dialog Extensions

This article will describe the process of extending the Quantity dialog in Warehouse Insight to capture additional information.

Adding Notes to Documents

This article will describe the steps required to add Notes to documents via the handhelds. You must be running version 1.7 or higher to utilize this solution.

Display a Custom Image on Your Device

You can add a custom image to the home screen of the Warehouse Insight application on your device. This can be useful if you want to display corporate branding information, or if you have multiple device configurations and you want to see which configuration your device is using at a glance, without having to go into the configuration menu on the device.

Run Warehouse Insight on Your Windows Desktop

Run Warehouse Insight on your Windows desktop without the need for a mobile device.

Attaching Documents from the Scanner

There are times where you may need to create custom handling for documents, images, or signatures captured by the handheld device. Warehouse Insight 2.2 provides a mechanism to create a custom handler for files sent to Business Central from the handheld device.

Print From Your Handheld in Business Central Cloud

The following describes how to set up PrintNode and configure Business Central to let you print from your handheld to a local printer.

Sharing Your Device Screen to Your Computer

During training or demos you may wish to show your device screen on your computer’s monitor or over a web meeting. There are applications for both Android and Windows devices to support this.

Improving Posting Performance and Reducing Locking

There are several settings in Inventory Setup and General Ledger setup that need to be reviewed when multiple users are required to post shipments and other inventory transactions simultaneously.

Capture Image on Sales Order

In some cases, users of Warehouse Insight will want to be able to take pictures and add that picture to the document from their mobile devices. This article will walk through the steps and code required to add capture a picture on a Sales Order from the device and add it as an attachment to the document.

Configure Windows Scanner for Business Central On Prem

A handheld scanner needs to be provisioned before it can use Warehouse Insight.

Clone Warehouse Insight Service for Business Central On Prem

Warehouse Insight services are configured for each instance of Business Central, and so when additional services are required for Dev/Test/Production they can be set up as shown below.

Datalogic Falcon X3 Scanner Timeout

If a scanner goes into power save mode or drops the wifi connection the Warehouse Insight app will need to reset and log back in each time.

Padding Is Invalid And Cannot Be Removed

Warehouse Insight fails on "Padding is invalid and cannot be removed."

1. Introduction

This document is intended to provide an overview of the basic usage and capabilities of the Warehouse Insight application.

18. Scratchpad

The “Scratchpad” application is an “Offline Application” and can be used to gather various information.

17. License Plates

The “License Plates” application is responsible for managing License Plates independently of any specific document.

16. Assembly Orders

The “Assembly Order” application is responsible for processing mainly “Assemble to Stock” orders with limited support for “Assemble to Order” documents.

15. Production Order Output

The “Output” application allows users to record Output against Production Orders.

14. Production Order Consumption

The “Consumption” application allows users to record Consumption against Production Orders.

13. Shipping

The “Ship” application is responsible for handling outbound transactions.

12. Picking

The “Pick” application is responsible for handling Warehouse and Inventory Pick transactions.

11. Directed Movements

The “Directed Movements” application is responsible for handling Inventory Movements and Warehouse Movements.

10. Ad-Hoc Movements

The “Ad-Hoc Movements” application allows users to move Items between Bins.

9. Put-Aways

The “Put-Away” application is responsible for handling Inventory Put-aways and Warehouse Put-aways.

8. Receiving

The “Receive” application is responsible for handling inbound transactions.

7. Basic Count

The “Basic Count” application can be used to perform inventory counts, when the Advanced Inventory Count application has not been purchased. The Basic Count primarily acts an interface around the Physical Inventory Journal. If the Advanced Inventory Count application has been purchased it should be used instead of the Basic Count.

6. Advanced Inventory Count

The “Count” application is used to perform inventory counts. The application acts as an interface for the “Advanced Inventory Count” product and is an optional purchase. If you have not purchased the product you may instead use the “Basic Count” application.

5. Bin Inquiry

The “Bin Inquiry” application provides information about Bins the system.

4. Item Inquiry

The “Item Inquiry” application provides information about Items the system.

3. Main Landing Page

The initial interface is broken into several applications. The typical default installation will look like this:

Welcome to the Insight Works’ Support Knowledge Base

2. Overview

This section will describe those general concepts and subsequent sections will detail individual modules. Where applicable the individual modules will override the general behavior described here.

7. Device Configurations

In order for the devices to connect to Business Central at least one Device Configuration must be created. Navigate to the “Device Configurations” page in Business Central.

6. User Logins

The sign in information is combination of the User ID and Web Service API Key (password). To check your user login credentials, navigate to “Users” in Business Central.

5. Signing In

When the configuration has been completed or the configuration reloaded you will be presented with a Login screen.

4. Configuring the Software

After all the previous sections have been completed you will now be able to run the Warehouse Insight application on the device if it is not already running. After initial launch you will be presented with the Welcome or Configuration screens.

3. Device Installation

While the specifics for setting up each device differ based on the make and model the general steps are applicable to all. Listed below are the general steps required.

2. Extension Installation

In Business Central navigate to the “Extensions” page. From the “Extensions” page open the “Extension Marketplace”. This will open an external web site (Marketplace).

1. Overview

This document will describe the steps required to install and configure the Warehouse Insight application for Business Central SaaS.

Ship and Invoice Sales Order

In some cases, users of Warehouse Insight will want to be able to invoice documents in addition to shipping when posting. This article will walk through the steps and code required to Ship and Invoice a Sales Order.

Add Purchase Order Comments From Your Handheld

In some cases, users of Warehouse Insight will want to be able to add comments to documents from their mobile devices. This article will walk through the steps and code required to add a Purchase Order comments from the device.

Connect Warehouse Insight Desktop Client to Business Central Cloud

Warehouse Insight extension has to be installed and Warehouse Insight Setup Wizard has to be completed.

DataLogic Falcon WiFi Configuration

Files Attached: FalconX4-Wifi, FalconX3-Wifi

Configure Scanner for Business Central SaaS

A handheld scanner needs to be provisioned before it can use Warehouse Insight. The Warehouse Insight desktop client should already be configured and functional before configuring scanners.

A. PDA Menus

PDA Menus are integral to the Application Development process. Menus define their interactions with Applications via the “Standard Action” property. Each of the standard actions are briefly described below where they directly pertain to Application interactions.

B. Extension Codeunits

Inevitably when designing an application you will need to handle data requests in NAV. This document has provided examples of NAV code where required.

9. Designer Logic Blocks

The designer logic blocks are used to control process flow through the application. The following sections will outline each available action and provide a brief example of how the action can be used.

8. Designer Variable Blocks

The designer variable blocks serve as defined variables in the application to make it easier to work with data and control process logic.

7. Designer Context Blocks

The designer context blocks are primarily responsible for putting data into the global context so that they can be referenced by the application blocks or NAV.

6. Designer Action Blocks

The designer actions generally do not show input/dialog controls to the user but are instead intended to facilitate the process logic between elements.

5. Designer Interaction Blocks

The designer interactions are generally user interfaces designed to show information to the user or to gather feedback (input dialogs, quantity dialogs, message boxes, etc). The interface presented for the most part cannot be further customized but may present slightly differently depending on the operating system running Warehouse Insight.

4. Designer Event Blocks

The designer events are generally triggered either by actions taken by users (scanning barcodes, pressing menus, etc.) or by specific processes internal to the application framework (opening or closing an application, loading data, etc.). There should only be one instance of an event per application and should only be added to the application as needed.