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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
- Show all articles ( 4 ) Collapse Articles
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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
- Over-Receiving from Handhelds
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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
- Windows Server Requirements
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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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12. Configure On-Prem Shop Floor Client
- Main
- Shop Floor Insight
- Install Guide
- 12. Configure On-Prem Shop Floor Client
Before you proceed with this section you need:
- To have the Shop Floor Insight app in Business Central already installed.
- A service account setup in Business Central.
- This must have an appropriate “Function Permission” entry.
- This should have sufficient permission sets to access Business Central web services, as well as the “SFI-Service” permission set.
- Your web service address endpoint for SOAP services for Business Central.
- You will need a TCM_License.txt from your Microsoft Partner or Insight Works representative.
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.
Configure Credentials
Start Credential Manager on the server where Shop Floor Insight will be installed.
You need to be logged in as the service account user that will be used for the Shop Floor Insight windows service itself for this step. The credential configuration steps will not work if you are not logged in as the service user.
Choose “Windows Credentials”
Add a Generic Credential, and enter the appropriate Business Central username and password that will be used by Shop Floor Insight to connect to Business Central. For “Internet or network address” type “Shop Floor Insight”
When complete it should seem similar to the below.
Install the On-Premise Service
As an administrative user, run the “setup.exe” provided to you by Insight Works.
Click “Next”.
If desired, choose a different install location for the initial service. The wizard will default to the recommended location. Choose “Next”.
Confirm the installation by choosing “Next”.
The on-premise component may take a few minutes to install.
After the install is complete find the Shop Floor Insight in the services list, and change the account to match the same service account used while performing the Credential Management step.
Enter the credentials for the Service Account itself. For On-Premise Business Central installations this is often a user in Business Central itself when configured with “Windows” authentication. For SaaS Business Central usages, this is a different distinct account than the Business Central user. Contact your IT Administrator to determine which account should be used for the windows service.
Update the License File
Replace the TCM_MES_License.txt file with the license file given you by your Microsoft Partner or Insight Works representative.
If you do not have a license file you can obtain a demonstration license file by contacting your Microsoft Partner or Insight Works representative. The on-premise component will not work without an updated license file.
Configure Shop Floor Insight to Communicate with Business Central
Search for “Shop Floor Insight Service Controller” in Windows.
When asked if the system can make changes, choose “Yes”.
The available Shop Floor Insight services will be listed. The install wizard will install one by default. It is common to have multiple services for different time zones, different companies, and different environments.
Select the service, and choose the Choose the configure service button, which appears as a document with a gear in it.
In the following Screen Configure the SOAP URI section to your business central web service configuration endpoint.
Configure Shop Floor Insight to Communicate with Business Central
Your Business Central web service endpoint can be determined with the advice given here:
https://docs.microsoft.com/en-ca/dynamics365/business-central/across-how-publish-web-service
For SaaS installs the pattern is typically:
https://api.businesscentral.dynamics.com/version/tenant/WS/CompanyName/
For On-Premise installs of Business Central the pattern is typically.
https://yourserverhere/1234/optionalTenant/WS/CompanyName/
Where 1234 is the port, “optionalTenant” is the optional tenant, and CompanyName is the URI encoded company name.
When uncertain, navigate to ‘Web Services’ in Business Central, and identify how it’s exposed by clicking on one of the SOAP links.
The “SOAP URL” will inform you what the server soap URL is, just remember to remove any specific object endpoint.
Configure Authentication
The below steps give an overview of a typical Business Central SaaS authentication, which provides “UserName” and “Basic” security. If your Business Central is On-Premise it is more typical to use Classic with Windows Client Credentials, and instead run the service as the windows account that has Business Central access to provide a higher level of security.
These are standard Windows Communication Foundation authentication settings and may need to be altered from this quick start guide to match the existing implementation of your Business Central configuration and the security policy of your company.
Authentication mode for Business Central SaaS is usually “UserName”. For On-Premise Business Central installs this is typically “Classic”.
Choose “Always Send Credentials” for Business Central SaaS installs. This is typically un-checked for on-premise installs configured to use windows authentication.
“Client Credential” mode for Business Central SaaS is usually “Basic”. For on-premise Business Central it is typically “Windows”.
Choose the Credential Vault Target created by the previous credential manager step.
Your configuration will look similar to the below:
If your Soap URI is HTTPS, then you need to change “HTTP Security Mode” to “Transport”.
All Business Central SaaS are HTTPS.
If your endpoint is HTTP, then it should probably be “Transport Credential Only”.
These are very simplistic guidelines, which can be affected by your Business Central configuration and your local security policies. All typical Windows Communication Foundation settings are available for configuration.
Start the Service by clicking the green arrow in “Shop Floor Insight Service Controller”
Alternatively, just start Shop Floor Insight from the services window itself.
If your Shop Floor Insight windows service started successfully, then you can move to the next step of testing it by printing barcodes and scanning them into the interface.
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