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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)
- Azure Active Directory (AAD) OAuth Configuration for Warehouse Insight 2.8+
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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
- Read barcodes Configured in LS Retail into Warehouse Insight
- Proof of Delivery
- Add Signature Capture to Warehouse Insight
- Use the Application Wizard in Warehouse Insight
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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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- Configuring Dynamic Ship in Business Central
- Data Requirements for Dynamic Ship
- Overview
- Configuring EasyPost
- Get Started with Dynamic Ship
- Dynamic Ship Permissions
- Dynamic Ship Carrier Account Configuration
- How the Dynamic Ship Carrier is linked to the Business Central Shipping Agent
- How to Add Predefined Packages for Carriers
- DHL Express and Purolator Carrier Configuration
- Set Up Carrier Loomis
- Royal Mail and DPD Carrier Configuration (UK) in Dynamic Ship
- Canada Post Third Party Billing
- Enabling UPS SurePost on your EasyPost account
- Configure a UPS Digital Access Program Account
- Set Up Dynamic Ship Email
- Configure and Use Scales
- Enable and Use the External Rate Entry
- FedEx Commercial Invoice Requires Electronic Letterhead
- Freight Price Rules
- Create a Free Freight Campaign
- Generate Serial Shipping Container Code
- Add an International Shipping Address
- Override Customer Contact Source in Dynamic Ship
- Set USPS Media Mail Special Rate in Dynamic Ship
- Add the Certificate of Origin Report
- Dynamic Ship Go Live Checklist
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- Dynamic Ship Process
- Use the Package Worksheet in Dynamic Ship
- Order Packaging in Dynamic Ship
- Use Quick Label in Dynamic Ship
- Create and Print Return Labels in Dynamic Ship
- Return Label Printing in Business Central
- How to Generate a Shipment Manifest
- Manifesting USPS Shipments
- Create a Freight Quote
- Create a Shipping Label for a Miscellaneous Shipment
- Copy Last Package
- Use Address Validation
- Use Pack Commands
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- How the Customs Information is Populated
- Reprint Shipping Labels using Dynamic Ship
- Include COD Charges with Shipping
- Zebra High Quality Print
- Ship Hazardous Material
- Ship with Saturday Delivery
- Print Bill of Lading Report
- Chain Multiple Pack Commands
- Find Shipment and Package Tracking Numbers
- Assign Outbound Serial Number at Shipping Time
- Refund EasyPost Shipment
- Actual Shipping Cost
- Pack Item Variants
- External Freight Quotes
- Reconcile Carrier Invoice
- Role Tailored Client Shipping Scale Integration
- No Rates Returned For A Shipment
- Retrieve an Order ID
- Shipper Number Cannot Be Used
- Package Worksheet: Clear Address Cache
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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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- Introduction
- Recalculate Availability with the Order Fulfillment Worksheet
- Automatic Reservation with the Order Fulfillment Worksheet
- Split Allocation with the Order Fulfillment Worksheet
- Create Warehouse Shipments with the Order Fulfillment Worksheet
- Create Picks with the Order Fulfillment Worksheet
- Use the Pick Worksheet in the Order Fulfillment Worksheet
- Assemble to Order with the Order Fulfillment Worksheet
- Order Fulfillment Worksheet Published Events
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Import Export PowerTool
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Quality Inspector
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- Assign Tests to an Inspector
- Create a Purchase Order Test
- Receiving Automation
- Assign and Review Tests in Quality Inspector
- Create Ad Hoc Quality Tests in Quality Inspector
- Perform Inventory Movement in Quality Inspector
- Create Quality Inspection Template and Connect to a Customized Table in Quality Inspector
- Create a Test Using Test Results in Quality Inspector
- Create a Test in Quality Inspector that is Available with Microsoft Teams
- Block and Unblock Lot Transactions in Quality Inspector
- Restrict the Use of a Lot Transaction When a Test has a Past in Quality Inspector
- Manage Image Attachments in Quality Inspector
- Automate Block and Unblock Lot Transactions in Quality Inspector
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Cycle Count Scheduler
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Proof of Delivery
Enhanced Planning Worksheet
The Enhanced Planning Worksheet provides an informative and efficient planning worksheet that includes new planning-specific FactBoxes and tabs and adds additional planning capabilities beyond the standard Business Central planning worksheet including:
- A fast and focused purchase plan calculation (for distribution centers or organizations that only care about the sales forecast ending date) with customizable purchase order creation.
- Get Drop Shipment Sales Orders from the Business Central requisition worksheet.
- Get Special Sales Orders from the Business Central requisition worksheet.
- Gives you the ability to plan based on only released sales and service orders.
The Enhanced Planning Worksheet consists of a main worksheet part that is similar to the Business Central planning worksheet with FactBox parts along the right-hand side of the page and tab parts along the bottom of the worksheet part.
- Navigate to the Enhanced Planning Worksheet Setup page in Business Central.
- Ensure the Extended Purchase Planning field is enabled on the Enhanced Planning Worksheet Setup page.
- Navigate to the Enhanced Planning Worksheet page.
- Set user preferences on the Enhanced Planning User Preferences page, if needed (opens the first time you access the worksheet).
- Complete the setup wizard, if needed (opens the first time you access the worksheet if not already completed).
- Select Related and select User Preferences.
- Modify the Chart FastTab’s settings, as needed.
- Modify the Planning Summary FastTab’s settings, as needed.
- Modify the Planning FastTab’s settings (where purchase plan calculation results are sent and consideration of released production order component line quantities in the calculation).
- Modify the Forecast FastTab’s settings, if needed.
- Close the page to return to the Enhanced Planning Worksheet.
Note:
- The All Locations/Variants field in the Planning Summary FactBox drills down to the Item Availability by Location page (Item by Location page) when the Location Drill-Down field on the Enhanced Planning User Preferences page is set to “Single Item Availability” (“All Items On-Hand”).
- The Qty. on Planning Lines field in the Planning Summary FactBox is displayed regardless of the Planned Qty. in FactBox field value on the Enhanced Planning User Preferences page. The Planned Qty. in FactBox field controls whether the planning quantity is included in the Supply Net field value (in the same FactBox) and whether it reduces the available quantity based on the purchase quantities.
- The Availability by Location FactBox shows only locations set in the Availability Location Filter field on the Enhanced Planning User Preferences page (e.g., The Availability by Location FactBox does not display any locations if no locations are set in the field).
- The value of the Allowed Companies Filter field on the Enhanced Planning User Preferences page cannot exceed 30 characters, and when not blank, the All Companies On Hand field appears in the Planning Summary FactBox. You must also begin lower-case company names with “@” to indicate case-insensitive treatment; otherwise, the All Companies On Hand field may not show the expected value.
Calculate Purchase Plan
The Enhanced Planning Worksheet’s Calculate Purchase Plan is specific to planning purchases and transfers. You can plan purchases and transfers separately or plan both at the same time (e.g., intracompany transfers planned by someone other than the purchaser). The purchase plan is based on stockkeeping units and not items; you must have stockkeeping units created for the item or the item is not planned.
- Navigate to the Enhanced Planning Worksheet page in Business Central.
- Select Prepare and select Calculate Purchase Plan.
- Set the following Option fields (for a typical run):
- Plan replenishment for: All
- Include Planned Purchases: Include
- Minimum Level to Trigger Reorder: Use Reorder Point (recommended)
- Don’t Show Blocked Vendor Warning: Disabled
- Batch to Populate: Use Specific Batch
- Use Batch Name: DEFAULT
- Existing Worksheet Lines: Delete All Lines
- Set the following Filter: Stockkeeping Unit fields as needed:
- Vendor No.
- Location Code
- Additional SKU filters using + Filter…
- Select OK to run the purchase plan calculation.
- Open the required Enhanced Planning Worksheet batch (specified on the Run Purchase Plan request page).
You can now use the other parts of the Enhanced Planning Worksheet page to assist in present and future planning.
Note:
- If you select Exclude for Include Planned Purchases, we recommend you set the Existing Worksheet Lines field to Delete All Lines.
- For Minimum Level to Trigger Reorder, you can use Use Maximum Qty. for seasonality (to keep full stock in high demand periods). If you set a Reordering Policy of Lot-for-Lot, planning lines are generated for SKUs although Reorder Point or Maximum Inventory values cannot be defined.
- Enable Don’t Show Blocked Vendor Warning when running the purchase plan in the job queue.
- Use Batch Name is editable/effective only if you set Batch to Populate to Use Specific Batch.
- If you select Delete Lines in SKU Filter in Existing Worksheet Lines, all lines that satisfy the stockkeeping unit filter fields are deleted and replanned.
FactBoxes
Planning Summary
The Planning Summary FactBox shows current inventory and quantities on document lines for the SKU on the selected planning line with drilldowns to the source data. Some of the FactBox fields are controlled by settings on the Enhanced Planning User Preferences page.
Availability by Location
The Availability by Location FactBox shows current inventory and future availability for the item on the selected planning line at each location specified in the Availability Location Filter field on the Enhanced Planning User Preferences page.
Vendor Planning Summary
The Vendor Planning Summary FactBox is designed to show information based on the Enhanced Plan Vendor Summary setup and results. Please see the article/section for that page for more details.
Planning Tabs
Chart
The Chart tab displays past outbound (sale, consumption, transfer, and negative adjustment) and inbound (purchase, output, and positive adjustment) usage for the selected planning line’s SKU. The information is shown in a convenient and configurable chart that can be used to detect patterns in historical supply and demand.
- Navigate to Enhanced Planning Worksheet in Business Central.
- Select the Chart tab and select the required line from the worksheet.
- Select a point on the chart to see usage totals for the applicable period.
Planning
The Planning tab gives you access to the Planning FastTab’s fields on the selected planning line’s SKU card (or Item card if a SKU does not exist), enabling updates to planning parameters without having to navigate away from the Enhanced Planning Worksheet.
Order Tracking
The Order Tracking tab shows the order tracking entries only when Order Tracking Policy <> “None” on the Item card, so you can see the basis of the supply suggestion for the selected line.
Supply/Demand
Supply/Demand is similar to Business Central’s Item Availability by Event view, expanding and organizing the Planning Summary FactBox by demand and supply events with the view showing all orders, open and released. The main difference is that Supply/Demand is part of the main worksheet page and updates immediately for the selected line.
History
History allows you to view item ledger entries for the selected planning line’s SKU. History is a tabular version of the Chart tab.
Create Purchase Orders
Create Purchase Orders provides a configurable way of generating purchase orders from planning lines in the Enhanced Planning Worksheet. It allows you to combine purchase planning lines (with the same item, UOM, variant, location, and vendor) and set the released status of the generated orders in advance. Create Purchase Orders provides you with options for printing or sending the orders according to the applicable document sending profile.
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