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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)
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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
- Azure Active Directory (AAD) OAuth Configuration for Warehouse Insight 2.8+
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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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- Overview
- Dynamic Ship Process
- License Plate Templates
- How to Generate a Shipment Manifest
- How to Add Predefined Packages for Carriers
- Set Up Carrier Loomis
- Enabling UPS SurePost on your EasyPost account
- Set Up Dynamic Ship Email
- Dynamic Ship Carrier Account Configuration
- Role Tailored Client Shipping Scale Integration
- Extending Dynamic Ship
- DHL Express and Purolator Carrier Configuration
- Zebra High Quality Print
- Dynamic Ship Permissions
- Configure Customer Options
- Return Label Printing in Business Central
- Canada Post Third Party Billing
- Getting Started with Dynamic Ship
- How the Customs Information is Populated
- How the Dynamic Ship Carrier is linked to the Business Central Shipping Agent
- Bill Shipping Fees to a Customer's Account
- Complete a Basic Shipment with Dynamic Ship
- Enable and Use the External Rate Entry
- Reprint Shipping Labels using Dynamic Ship
- Include COD Charges with Shipping
- Add an International Shipping Address
- Ship Hazardous Material
- Create a Freight Quote
- Include Extra Text on Shipping Label
- Ship 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
- Configure and Use Scales
- Use Address Validation
- TrueCommerce License Plate Integration
- Create a Free Freight Campaign
- Generate Serial Shipping Container Code
- Pack Item Variants
- Extension: Tax IDs
- External Freight Quotes
- Reconcile Carrier Invoice
- Configure a UPS Digital Access Program Account
- Add the Certificate of Origin Report
- Dynamic Ship: Royal Mail and DPD Carrier Configuration (UK)
- Extend Dynamic Ship
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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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Import Export PowerTool
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Quality Inspector
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Cycle Count Scheduler
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- Articles coming soon
How to do an upgrade to the Shop Floor Insight Windows service
DISCLAIMER:
This article is intended for resellers (or partners) that are technical in nature. These upgrade steps should not be attempted by customers nor end users.
BEFORE DOING THE UPGRADE:
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- When doing the upgrade, there cannot be anyone using Shop Floor Insight
HOW TO UPGRADE THE SHOP FLOOR INSIGHT SERVICE:
- Find all Shop Floor Insight Windows Services and stop them.
The easiest method is to navigate to the Windows services and from there identify the location of the files.
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- From the server where the Shop Floor Insight Service is installed, go to Control Panel // Administrative Tools // Services // (also possible to search for “Services” from the Start menu)
- The default Shop Floor Insight Service description is “Shop Floor Insight”. It is common to have a different service description, however. Service descriptions that have “SFI” or “Shop Floor” are typical.
- Find the Service, right-click and stop
If there are other Shop Floor Insight Services also running, these would have different names. It is common to have other services running for a sandbox or training environment. Find all these Services running on the server and stop them.
- Find the location of the Shop Floor Insight files used by the Windows service.
- Once the service is stopped, right-click the service and select Properties
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- The folder location is visible in the “Path to executable” section. Select and copy this folder location.
- In Windows explorer, navigate to the folder location where the service is running.
- Find the TimeCollectionModule.Service.exe.config file. Be sure to select the right file which has a .CONFIG extension.
- Make a backup copy of this config file to another folder. In addition, also create a backup copy of the licence file found in this folder “txt”.
This needs to be done for every Shop Floor Insight Service currently running on the server.
- The next step is to open the ZIP file that contains the upgrade files. This file is available for resellers in the support portal. Contact your Insight Works representative if need be.
- Open the ZIP file named “Shop Floor Insight X_Y Install and Upgrade Patch Files”. “X_Y” represents the version of Shop Floor Insight you are about to install. IE: 7_5 for this demonstration
- Navigate to the folder: ..\Shop Floor Insight 7_5 Install and Upgrade Patch Files.zip\Install\Patch\Service\
- Copy the entire contents of the “Service” folder in the ZIP file and paste them into the folder where the Service runs.
Replace the files to overwrite them.
- From the backup copy previously saved, copy and paste the TimeCollectionModule.Service.exe.config file back into the folder where the Shop Floor Insight Service runs. This will replace the stock config file with the config file that is already configured for the customer.
Repeat this process for all Shop Floor Insight Services running on the Server. Both the config file and licence file are required to ensure a functional Shop Floor Insight application. Use the backup copies of these files if need be.
- The next thing to do is to start the service. Navigate to the Windows Services and start the “Shop Floor Insight” service.
If there is more than one Shop Floor Insight Service for the customer, repeat this for every service.
- Using a Chrome browser, open the Shop Floor Insight URL.
- The Shop Floor Insight client version 7.5 login screen looks like this:
- There are a lot of visual differences between version 7.4 and 7.5 of Shop Floor Insight.
Version 7.4 looks like this:
- If you get a language / licence error, stop the service and ensure the config file and licence file are both OK. Refer or copy the backup files if needed, then restart the Shop Floor Insight service
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