2. Overview

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2. Overview

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Note: For earlier versions of Warehouse Insight, find the documentation here.

This section describes concepts that apply throughout the application and subsequent sections will detail individual modules. Where applicable, the individual modules override the general behavior described here.

General Terminology and Phrases

Terminology Description
Scanning Items Scan an Item refers to scanning a physical piece of inventory (item). Item barcodes can be a simple item number or complex data (e.g., lot numbers, quantities, and expiration dates). What happens after an item barcode is scanned depends on the application, item configuration, the data contained in the barcode and the Scan Behaviors configuration (e.g., if it is serial tracked and the barcode has a serial number in it, the Quantity dialog may not display at all).
Scanning Bins Scan a Bin refers to scanning a Bin label. The Bin labels may be just the Bin Code from Business Central or be prefixed with the ‘%B%’ and the Bin Code. After scanning a bin, the screen will update to indicate what your active bin is and wait for a corresponding item scan.
Scanning Documents

Scan a Document refers to scanning a specific document barcode. The document types (e.g., Sales Order, Purchase Order, Whse. Receipt, Pick, etc.) each have a special barcode format. More information on the barcode formats can be found on in the Data Encoding section.
Users are asked to scan a Document barcode when on the lookup screen for a particular application. Scanning a Document barcode is optional but will avoid the extra step of having to search/filter for the appropriate document to work on (e.g., users can scan a Pick barcode and have it open the correct Pick rather than searching the list for the Pick).

Enter Quantity Enter Quantity indicates that users are asked to enter a quantity to handle (e.g., receive, ship, pick, count, move, etc.). The Quantity dialog displayed to the user will be dependent on the Item Tracking requirements and application needs (e.g., if the Item requires lot information, users are asked to specify the lot number and the quantity).

Barcodes

Barcoding is a key feature of Warehouse Insight with two primary focuses:

Symbology

This refers to the type of barcode (e.g., Data Matrix, Code 39, UPC, GS128, and QR).

Warehouse Insight does not interact with the symbology directly. The handheld devices/scanners are configured to read these symbologies and send the data to the application as text.

Note: If your scanner is not reading (e.g., light stays red), consult the device’s scanner settings for how to configure various barcode symbologies. If the scan is read correctly (e.g., light turns green or beeps) but nothing occurs in the Warehouse Insight software, contact support.

Data Encoding

This refers to the data encoded inside the barcode. The data (barcode formats) that Warehouse Insight supports are contained within the following table. Item and bin barcodes are discussed in additional detail in the subsequent sections.

Type Format Example(s)
Bin %B%BinCode %B%A01-03
Count Sheet %C%CountSheetName %C%TEAM-01
Count Tag %TG%BinCode/ShelfNumber
%TG%BinCode/TagNo
%TG%A01-03/ShelfC
%TG%A01-03/4786
License Plate %LP%LicensePlateNumber %LP%LP00001
License Plate Template %LPT%LicensePlateTemplateCode %LPT%8INCHBOX
Location %LOC%LocationCode %LOC%WHITE
Production Order

%P%ProdOrderNumber LineNumber

LN:LotNumber (optional)

SN:SerialNumber (optional)

%P%RP00001 10000
%P%RP00001 10000 LN:001
%P%RP00001 10000 SN:001
Purchase Order %PO%PurchaseOrderNumber %PO%PO000001
Sales Order %S%SalesOrderNumber %S%SO000001
Transfer Order %T%TransferOrderNumber %T%TO000001
Whse. Activity %A%ActivityNumber ActivityType (whse. put-away) %A%PU00001 1
(whse. pick) %A%PI00001 2
(whse. move) %A%WM00001 3
(invt. put-away) %A%IPU00001 4
(int. pick) %A%IPI00001 5
Whse. Receipt %R%ReceiptNumber %R%WR000001
Whse. Shipment %WS%ShipmentNumber %WS%WS000001
Assembly Order %AO%AssemblyOrderNumber %AO%A00007

Barcode examples are found on the Support Portal.

Bin Barcodes

Bin barcodes are a requirement for Warehouse Insight (if Bins are enabled for your location). Bin barcodes are the Bin Code or can be prefixed with the %B% as shown in the Barcode Formats table.

If you do not already have your warehouse labeled with Bin barcodes, print them with the %B% format and to set the Force Bin Prefix option to Yes on the Device Configuration Card to cut down the communication from the handhelds to Business Central.

If your Bins are already labelled (with the Bin Code), then you do not need to re-label.

Note: You can use the Bin Label report in Business Central to print out labels for your warehouse or to serve as a starting point for developing your own label.
Note: With Force Bin Prefix set to No in Business Central, you cannot have items that are numbered the same as a bin as the software assumes it’s a bin when scanned.

Item Barcodes

Item barcodes come in a variety of formats. They can be vendor or customer supplied (e.g., UPC Codes, GS1 formatted) or client supplied and can include numerous pieces of information not limited to the item number (e.g., quantities, variants, units of measure, expiration dates, etc.).

If designing your own Item Barcode labels, Warehouse Insight provides several samples in the Warehouse Insight department menu that you can use as a reference. The sample labels provided come in two types of symbologies:

  • Data Matrix: 2D barcode
  • Code 39: 1D barcode

You may copy, renumber, and modify the reports as needed. When choosing a barcode symbology, it is best to use a 2D barcode (e.g., Data Matrix) if the data you wish to encode is long or contains special characters.

Note: If assistance is required, contact support.

Item Barcode Rules

Depending on your environment, you may have a mix of barcodes and data formats. To handle this requirement, the application uses the Barcode Rules page. Barcode Rules allow you to configure the logic used to decode each barcode data to correctly return the various pieces of information.

By default, the installation process preloads common rules. Review the rules provided and disable any that do not pertain to your organizational needs.

Configuring the Item Barcode Rules to correctly interpret/parse a barcode requires a knowledge of Regular Expression syntax.

Barcode Rules break out into the following pieces:

  • Run Order: Use this to indicate the order rules are processed in. If a successful match is made, no further rules are processed. Your common rules should come first to avoid unnecessary processing.
  • Find Text: This is the regular expression string used to parse the barcode data (e.g., 01(.*)17([0-9]{6})10(.*) ).
  • Expression Groups: For each group matched by the regular expression, use $1, $2, $3… in the Expressions to set the appropriate value.

Barcode rules can be used to capture/interpret the following information:

  • Item No.
  • Item No. 2: This will be used to find the Item No. if not already part of the barcode.
  • Variant Code
  • Serial No.: This will be used to find the Item No. if not already part of the barcode.
  • Lot No.: This will be used to find the Item No. if not already part of the barcode.
  • Expiry Date
  • Cross Reference No.: This will be used to find the Item No. if not already part of the barcode.
  • Unit of Measure
  • Quantity

If the regular expressions are not sufficient (e.g., referencing additional tables), AL code can be written by subscribing to the appropriate events.

The data parsed by the rule will be sent back to the devices and will be used (if possible) to help minimize data entry or to take additional action.

For example, a barcode in the format: [Item Number] [LotNumber] with a physical scan of: 80216-T LOT123. Scanning the item during shipping will cause the correct line to be selected and the quantity dialog to appear with the lot number entry already filled in with LOT123.

The same scenario though with a barcode format of: [Item Number] with a physical scan of: 80216-T will still select the correct line but the quantity dialog when displayed will have the lot number entry blank requiring the user to type in the correct value manually.

Note: If the Item barcode contains a serial or lot number, the barcode rules can be used to retrieve the item number, expiration, variant, and quantity which can improve performance, reduce errors, and reduce barcode/label sizes.
Note: For assistance interpreting or creating Item Barcode Rules, contact Support.

Example – Creating a Barcode Rule

This section will guide you step by step in the process of defining and configuring a sample barcode rule. The goal is to create a rule that will be able to parse a barcode that has Item, Variant Code, and Quantity in the barcode data.

  1. Open the Barcode Rules page in Business Central.
  2. Create a new line.
  3. Set the following fields:
    1. Run Order: “70” (This will indicate in which order the rule should be processed. Lower numbers will be processed first and if a match is found no other rules will be looked at.)
    2. Find Text: “(.*)/(.*)/(.*)” (This is the regular expression that we will use to parse our barcode data with. In this example, we are saying we will have 3 groups separated by a “/”.)
    3. Description: “Item + Variant + Quantity” (This can be anything and is used to let others know at a quick glance what the rule is looking for.)
    4. Enabled: “Checked” (If the rule is disabled, it is not processed by the system.)
    5. Item No. Expression: “$1” (The “$1” means that the first group result is put into the “Item No. Result” when the barcode is processed.)
    6. Variant Expression: “$2” (The “$2” means that the second group result is put into the “Variant Result” when the barcode is processed.)
    7. Quantity Expression: “$3” (The “$3” means that the third group result is put into the “Quantity Result”.)
  4. Type “1896-S/blue/10” and press the Test All Rules.
Dynamics NAV

General Document Handling

Although specific activities can be found in each area, the patterns remain consistent:

  1. Choose or scan a document to open.
  2. Scan a bin (when bins are mandatory for a location).
  3. Scan an item.
  4. Enter Quantity (change quantity, record lot/serial info).

When on a document application, posting closes the current document and redirects to the lookup screen.

General Document Handling
Note: Users must close the current document before opening another.

General Item Scanning Behavior

When scanning an item to start an action, there is typical behavior depending on the item configuration that can be overridden or customized by the Scan Behaviors page in Business Central (e.g., default quantities, units of measure, if dialog is shown, etc.) and the Find Line Templates page.

When an item is scanned on a document, the application attempts to find a matching line based on the bin (if applicable) and item combination (see Find Line Templates in Business Central for more information on line matching). If a suitable line is found, the line is selected and a quantity dialog is displayed.

Note: If you use Variants, the default Find Line Templates expect an exact match. If you wish for a lenient match or your barcodes do not include variant information, you will need to add additional template lines.

The following sections are intended to be guidelines for general scanning item behavior but may be different depending on the actual screen. Any differences will be noted in the application specific section.

Scanning a Non-Tracked Item

When scanning an item that does not require Item Tracking for the relevant document, you are presented with a Quantity dialog asking for Quantity and Unit of Measure.

Non-Tracked Item
Callout ID Description
1 Item number and description 1 and 2.
2

Quantity. When Icon is pressed, a calculator opens and allows the user to modify the quantity entered on the line. This is useful for counting/receiving additional goods (multiple scans) or working with complex numbers (e.g., decimal places and large numbers).

 

3

Unit of Measure. The default is the Line unit of measure (can be configured via the Scan Behaviors). Users can choose an alternate Unit of Measure to work with by pressing the Unit of Measure field and the result is converted to the source line’s Unit of Measure.

 

Scanning a Serial Tracked Item

When scanning an item barcode that requires serial numbers, the Quantity dialog displays asking for the Serial Number. No quantity field is available as the amount is always assumed to be one. If the barcode scanned contains the serial number, then the dialog is not displayed but instead the source line will be incremented by one.

Serial Tracked Item
Callout ID Description
1 Item number and description 1 and 2.
2 Serial Number.
3

Serial Information. When Icon is pressed, a serial Information Card is created and users can fill in additional data for the Serial number.

4

Expiration Date. When Icon is pressed, users can select an expiration date.

5 Quantity and unit of measure are not editable. Serialized items increment the quantity by 1 (base UOM).
Note: If auto-generation of tracking information is configured (see Device Configuration in Business Central), the serial number will be pre-filled.
Note: Warehouse Insight treats serial numbers as being unique and defaulting quantities of one. For situations where this may not apply or to allow serial number and lot numbers on the same item, contact support.

Scanning a Lot Tracked Item

When scanning an item barcode that requires lot numbers, the Quantity dialog is displayed asking for the lot number and quantity. If the barcode scanned contains the lot number, then the lot number is pre-filled in on the quantity dialog.

Lot Number and Quantity
Callout ID Description
1 Item number and description 1 and 2.
2 Lot number.
3

Lot Information. When Icon is pressed, a serial Information Card is created and users can fill in additional data for the serial number.

4

Expiration Date. When Icon is pressed, users can select an expiration date.

5

Quantity. When Icon is pressed, a calculator opens and allows the user to modify the quantity entered on the line. This is useful for counting and receiving additional goods (multiple scans) or working with complex numbers (e.g., decimal places and large numbers).

 

Unit of Measure. The default is usually the Line unit of measure (can be configured via the Scan Behaviors). Users may choose an alternate Unit of Measure to work with by pressing the Unit of Measure field, and the result will be converted to the source lines’ Unit of Measure.

 

Note: If auto-generation of tracking information is configured (see Device Configuration in Business Central), then the lot number will be pre-filled.

Building a License Plate

Most applications allow the building of license plates as part of document handling (e.g., creating a pallet during the picking process). If the document supports building a license plate, Start License Plate will be available.

Build a license plate by completing the following:

  1. Press Start License Plate option (prompt will open).
  2. Modify an existing license plate, if needed:
    1. Select the re-open license plate option (opens list of un-assigned license plates and already assigned to the document license plates).
  3. Create a new license plate, if needed:
    1. Select the create new license plate option (status bar indicates which license plate is being built).
  4. Handle the document as usual (e.g., scan items and enter quantities).
  5. Press Stop License Plate when the license plate is done.
  6. Select Yes to print labels.
Note: The License Plate Label printed is configured in the Report Selections – Insight Works page in Business Central.
Note: Users can scan a license plate template barcode to create a new license plate instead of pressing Start License Plate. An existing license plate label can be scanned to re-open for processing.
Note: The bin must be the same across all lines. Exceptions to this rule are when building a license plate for a Pick/Shipment document.
LP List

Using a License Plate

Most applications allow for using a pre-built License Plate as part of the normal document handling. For example: scanning a License Plate to pick from.

To use a License Plate the following steps would normally be taken:

  • Scan the Bin the License Plate is in
  • Scan the License Plate barcode
  • Users will be prompted to take an action based on the contents of the License Plate

Most applications allow for using a pre-built License Plate as part of document handling (e.g., scanning a license plate to pick from).

Use a License Plate by completing the following:

  1. Scan the bin the license plate is in.
  2. Scan the license plate barcode.
  3. Select from the following handling options if the full quantity of the license plate is not being used:
    • Create New License Plate: The unused items are moved to a new license plate. The used items remain on the original license plate and assigned to the document.
    • Remove Excess: The unused items are removed from the license plate (and left in the bin). The used items remain on the original license plate and assigned to the document.
    • Remove Used Portion: The used items are removed from the license plate and added to the document. The license plate remains in the bin and not assigned to the document.
    • Unbuild License Plate: The license plate is marked as unbuilt (e.g., destroyed). The used items are added to the document and not the license plate assigned. The unused items are no longer in the license plate and are left in the bin.
  1. Select Scan Items (or use Change Quantity) option to change the quantity to be used.
  2. Press OK to accept the usage and assign (if applicable) the license plate.
Note: The default option can be specified in the LP Usage Action Behavior section of the Device Configuration page.
Assign License Plate
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