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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
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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
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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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How to ensure supervisors only see time cards of their workers for approval
- Main
- Shop Floor Insight
- Application Usage
- How to ensure supervisors only see time cards of their workers for approval
As shop employees use the Shop Floor Insight application, time cards will be created. Before these can be posted, someone needs to approve the time cards. Typically, it is the worker’s supervisor that will approve time cards. To increase efficiency, it is possible to configure Shop Floor Insight in such a way that only the time cards of employees a supervisor directly manages will be visible.
This article explains how this is done.
- The first thing that is required is to configure the Shop Floor employee records. Search for “Shop Floor Employee”. Select the “Shop Floor Employee List” entry. Then open the worker’s employee record.
- From the worker’s time card, click on the “Reports to” action button.
- On this page, the supervisor needs to be specified for this “Worker” employee. Click on the first entry line and click on the drop-down arrow in the “Employee No.” field. Select the corresponding supervisor.
NOTE. It is also possible to do the opposite: to instead open the Supervisor’s Shop Floor employee card and click the “Manages” action button to select the workers. Using this example, the Supervisor1 Shop Floor employee card would be opened, and the employee “Worker” would be selected. The result is the same, whichever method is used.
- The next requirement is to ensure the “User ID” field on the Shop Floor employee card is specified for the supervisor. This value represents the Business Central user login record that relates to the superviso Open the supervisor’s Shop Floor employee card and specify the proper “User ID” of the supervisor in Business Central.
- For the supervisor to only see the time cards of the employees he/she manages, the supervisor cannot have the “Post” Shop Floor permission. Search for “Shop Floor Function Permission”
- This screen is where the Shop Floor Employees permissions are configured. Not all Shop Floor employees will be listed here, only those that also have a Business Central user ID can have permissions defined for them.
- Ensure the “Post” checkbox is OFF for the supervisor.
This does two things: it ensures that the supervisor cannot post any time cards, and it also means that the time cards that will be presented to this supervisor for approval will respect the manages/reports-to hierarchy as defined on the Shop Floor employee cards.
In this example, Supervisor1 will only be able to see the time cards of the employee he/she manages, in this case “Worker”.
Typically, supervisors are not responsible for posting time cards; this normally will be the responsibility of an accounting/payroll employee. However, if the supervisor in question approves time cards and is also responsible for posting the time cards, you will need to need the Post checkbox ON.
With the checkbox is ON, when the supervisor views the Shop Floor Employee list and the Shop Floor Time Cards list, he/she will see the employees or time cards for ALL employees, not just those that he/she manages. As for the Time Card Approvals screen, the supervisor will also see the time cards for all employees, however on this screen there is an option “Only Show Managed Employees” which will filter the list accordingly.
NOTE: When the “Post” checkbox is ON for a supervisor, all time cards, from all Shop Floor employees will be presented to this supervisor on the Time Card Approval screen.
- Let’s look at the time card approval screen for Supervisor1. Search for the “Time Card Approval”.
In the Time Card Approvals screen, only the time cards for employees that the supervisor manages will be visible. In this example, we can see there are time cards for “Worker” and also for “Supervisor1”.
NOTE: If the “POST” permission is ON for Supervisor1, this image below depicts what the supervisor1 would see instead.
Notice there is an additional setting visible here, the “Only Show Managed Employees” option in the “Filter Options” section. This will allow the supervisor to filter the time cards for the employees that he/she manages.
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