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Warehouse Insight
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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 Windows 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 Skorpio X5
- OAuth Login Options for Warehouse Insight 2.8+
- Item Barcode Rules
- Set Up the Windows Desktop Client for Oauth (SaaS)
- Azure Active Directory (AAD) OAuth Configuration for Warehouse Insight 2.8+
- Change Locations on the Handheld Devices
- Barcode Symbology and Encoding
- Configure Data Caching in Warehouse Insight
- Configure OAuth Guest Tenant or GDAP Login for Warehouse Insight
- Configure Scanner Settings for Zebra
- Configure Scanner Settings for Honeywell
- Configure Scanner Settings for CipherLab
- Capture an Image on a Scanner Using Warehouse Insight
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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
- Add Signature Capture to Warehouse Insight
- Use the Application Wizard in Warehouse Insight
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- Proof of Delivery
- Fixed Asset
- Over Picking
- Inventory Quantity Adjustment
- Warehouse Insight Private Add-On Catalog
- Subcontract Receiving
- Two Stage Inventory Pick
- Warehouse Insight Quality Inspector Integration
- Post and Print Outbound Orders
- Ship-Post and Invoice
- Embedded License Plate
- Update Warehouse Receipt Bin
- Warehouse Insight Shop Floor Integration
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WMS Express
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License Plating
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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
- Carrier Service Configuration Packages
- Set Up Carrier Loomis
- 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 (SSCC)
- 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
- Order Packaging Setup
- Email Error Logging in Dynamic Ship
- Automated Tracking Updates in Dynamic Ship
- Address Requirements in Dynamic Ship
- Redirect to Warehouse Shipment with Dynamic Ship
- Preview Preferred Commercial Invoice in Dynamic Ship
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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
- 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
- Item Tracking Lines and Overpacking in Dynamic Ship
- Inbound/Outbound and Return Label Enhancements in Dynamic Ship
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- Create License Plate Templates
- Package Options
- Label Placeholders - Package Options
- Service Endorsement Options
- Bill Shipping Fees to a Customer's Account
- Payment Types for Alternate Billing
- Include Extra Text on Shipping Label
- Blind and Double Blind (Drop) Shipments
- Configure Customer Options
- Tax Identifiers
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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 Non-Regulated 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 Shipment Label
- Actual Shipping Cost
- Pack Item Variants
- Respecting External Freight Costs
- 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
- Warehouse Shipment Posting Error
- USPS Ground Advantage
- Serial Shipping Container Code (SSCC) Labels
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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 in Shop Floor Insight
- 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 on the Dispatch List in Shop Floor Insight
- 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 with Shop Floor Insight
- Production Order Analysis, Investigation, and Reporting Options in Business Central
- View Unposted Shop Floor Time from a Released Production Order
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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
- Configure OAuth Service-to-Service Connections in Shop Floor Insight
- Upgrading Shop Floor Insight Quality Inspections to use Quality Inspector
- De-Select a License Plate in the Shop Floor Insight Web Client
- Shop Floor Insight 7.12 with Quality Inspector and Job Tasks
- Modify the Shop Floor Insight Client Credentials
- Developer guide to Custom Shop Floor Insight badges and Printing Shop Floor Insight employee badges outside of Business Central
- Shop Floor Insight Security and Compliance Information
- Shop Floor Time Card Validation Rules
- Shop Floor Setup page
- Allocating Internal Labor Costs Using Projects and Shop Floor Insight
- How to Change the Date Format on the Shop Floor Insight client
- Example Line Rounding Rule for Lunch Breaks
- How to update an HTTPS certificate on an existing Shop Floor service
- Adding Custom Columns to Shop Floor Insight Dispatch Views
- Prevent Over Output in Shop Floor Insight
- Manually Add a Shop Floor Insight Service for Another Environment
- Advanced Configuration : Using Shop Floor Insight Employee Badges Across Companies
- Configure Lot and Serial Number Requirements for Output in Shop Floor Insight
- Advanced Technical Example : Using Shop Floor Insight web services for custom user interfaces
- Advanced Technical Example : Calling Shop Floor Business Central Methods in AL directly
- Advanced Technical Example : Scan Shop Floor Insight Barcodes from a C# Windows Application
- Advanced Technical Example : How to extend or replace links supplied to Shop Floor Insight
- Advanced Configuration : How to Disable the Output and Consumption Buttons in the Shop Floor Insight scanning interface
- Developer Guide to having Setup Time and Run Time Barcode Images in Custom Production Reports for Shop Floor Insight
- Barcode Symbology and Encoding for Shop Floor Insight
- Shop Floor Insight web services
- How the Shop Floor Insight server action web service works
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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
- Install and Configure Shop Floor Insight (SaaS)
- 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
- Install and Configure Shop Floor Insight (On Prem)
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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
- Shop Floor Insight's Published Events
- Group Time Cards in Shop Floor Insight
- How to Report on Operators that did not Clock Off with Shop Floor Insight
- Shop Floor Work Type Rules
- Creating Multiple Time Cards with the Time Card Creation Wizard
- How to Print Non-Productive Activity Codes (such as Lunch and Break) in Shop Floor Insight
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- How to Record Consumption
- Filtering Production Orders on the Dispatch List in Shop Floor Insight
- 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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- 401 Error Messages in Shop Floor Insight
- Troubleshoot Shop Floor Insight Issues
- How to troubleshoot "(400) Bad Request" errors in Shop Floor Insight
- Shop Floor Insight: Error Messages and Fixes
- Resolve URL ACL Issues
- Troubleshoot SSL Certificate
- Shop Floor Insight Production Go-Live Checklist
- Troubleshoot Zero Run Time Entries on Shop Floor Time Cards
- Troubleshoot Missing Production Dispatch Search Results
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Advanced Inventory Count
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- Introduction: Advanced Inventory Count
- 3. Module Design
- 4. Performing a Full Count
- 5. Performing a Cycle Count
- 6. Inventory Counts with WHI
- 7. Appendix A – Report Options
- 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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- Payment Providers in Counter Sales
- Payment Provider Configurations in Counter Sales
- Payment Provider Selection Logic in Counter Sales
- Payment Networks in Counter Sales
- Set Up Payment Provider Extension EBizCharge in Counter Sales
- Set Up Payment Provider Extension Clover in Counter Sales
- Set Up Payment Provider Extension Moneris in Counter Sales
- 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
- Set up Star TSP Printers for Receipt Printing for Counter Sales
- Set up Epson TM-T88 Printers for Receipt Printing for Counter Sales
- Use Gift Cards in Counter Sales
- Use Cash Drawers / Registers in Counter Sales
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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
- Additional Choices in Product Configurator
- Use Check Configuration
- Use Line Type and Indent Options
- Update Routing Run Times
- Add Option Choice Comments
- Use Rule Builder
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- 1. Application Description
- 2. Installation
- 3. Using the Product Configurator
- Text Template Variables
- Update Lookup Display Order in Product Configurator
- Copy Values in Product Configurator
- Choice Sets in Product Configurator
- CALLEDFROM Variables in Product Configurator
- Rule Builder Lookup Configurations in Product Configurator
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NavXtender
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- Articles coming soon
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- 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?
- Item Attribute Mapping in Product Configurator
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DocXtender
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- Overview
- Use DocXtender
- Extending DocXtender for Drag-and-Drop Document Attachments to Any Table and Page
- Configure SharePoint Storage
- Connect SharePoint using Non-Interactive Mode with DocXtender
- Extension Integration Through IWorks Common
- Extend DocXTender to Customize SharePoint Folder Names in DocXtender
- Repair missing SharePoint document links when link records are no longer available
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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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- Exploring the Graphical Scheduler Screen
- Changing the production schedule of an operation
- The Graphical Scheduler Views
- Applying a Filter
- Modifying the Dates and Zoom
- Modifying the Graphical Scheduler Settings
- Use the Is Late field
- Graphical Scheduler: Use the Warehouse Pick Assignment Feature
- Sort Work Centers and Machine Centers
- Change the Production Order Status from the Graphical Scheduler
- Display Firm Planned and Planned Production Orders in Graphical Scheduler
- Anything Feature in Graphical Scheduler
- Display Service Order Allocations in Graphical Scheduler
- Default a Time Frame in Graphical Scheduler
- How to Visualize Sales Orders Grouped by Location in the Graphical Scheduler
- Configure and Use Date Presets in Graphical Scheduler
- Graphical Scheduler API, how to use the JSON directly for a custom Gantt chart
- Allowing Changes with the Graphical Scheduler Anything Data Source
- How to Visualize Work Center Capacity and Load in Graphical Scheduler
- Graphical Scheduler How to Show Work Center Operations Grouped By Production Order No.
- How to Search by Production Order in Graphical Scheduler
- Change Only Project Planning Dates in Graphical Scheduler with the Anything Datasource
- Configure a Read-Only View in Graphical Scheduler
- How to Use Custom Production Order Fields in Graphical Scheduler
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- Graphical Scheduler FAQs
- Display a field from the production order header when displaying the production order routing line
- Troubleshooting: Data is missing
- Troubleshooting Production Operations That Do Not Schedule in the Expected Date Range with Graphical Scheduler
- Troubleshooting “Calendar is not available before/after” Errors in Business Central
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MxAPS
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- Introduction
- Generate an MxAPS 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 Results
- 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
- Configure Azure Storage for MxAPS
- How to use setup eliminations to reduce setup time
- How to identify which production orders are shown in the Machine Schedule Summary
- Configuring Native Setup Eliminations
- Understanding Idle Allowance vs. Absolute Allowance in MxAPS
- Understanding the Machine Schedule Summary in MxAPS
- Understanding Why MxAPS Moved My Production Order
- How MxAPS Reduces Changeovers
- Does MxAPS Schedule Forward or Backward
- Preventing Lower-Ranked Orders from Filling Schedule Gaps
- Troubleshooting Unexpected Results in MxAPS
- Using Tooling and Labor as Secondary Constraints in MxAPS
- How MxAPS Handles Schedule Changes, Manual Moves, and Long-Lead-Time Orders
- Using Work Centers with Interchangeable Machine Centers in MxAPS
- Grouping Production Operations into Order Sets in MxAPS
- Sequencing Similar Jobs and Reducing Changeovers in MxAPS
- Configure a Read-Only View in Graphical Scheduler
- Item Constraints in MxAPS
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Enhanced Planning Pack
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- Enhanced Plan Vendor Summary
- Enhanced Forecasting Worksheet
- Item Planning Review
- Multi-Level BOM Viewer
- Routing Analysis
- Enhanced Planning Worksheet
- Configure the Sales and Inventory Forecast for the Enhanced Planning Pack
- Item Planning Review: Customize the Entry Types
- Enhanced Forecasting Worksheet: Customize the Predicted Value and Change Item Planning Expressions
- Change Orientation of the Multi-Level Bill of Material Visualizer in Enhanced Planning Pack
- Create Custom Views in Enhanced Planning Worksheet and Order Fulfillment Worksheet
- How does the Planning Worksheet Purchase Plan calculate the amount to purchase?
- Planning Concepts and Parameters in the Enhanced Planning Worksheet
- Excluding Expiring Inventory from Purchase Planning on the Enhanced Planning Worksheet
- How to Plan Purchases for Demand Across Multiple Locations
- How to Use Scheduled Routing Analysis Results
- How Reordering Policies Affect the Enhanced Planning Worksheet
- How Forecasts Affect the Enhanced Planning Worksheet Purchase Plan
- How To Configure Item Planning Review to Calculate Usage from Specific Item Ledger Entries
- Plan Purchases for Multi-Level Components Using Finished-Item Forecasts
- Trace Raw Material Demand Through a Multi-Level BOM in Enhanced Planning Pack
- How to Identify the Source of Demand in the Enhanced Planning Worksheet
- Analyzing Production Order Variances with Production Order Analysis
- Production Order Analysis, Investigation, and Reporting Options in Business Central
- Enhanced Planning Pack Integration Events
- Create Production Suggestions and Plan Components with Purchase Plan
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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
- Order Fulfillment Worksheet Statuses
- Create Custom Views in Enhanced Planning Worksheet and Order Fulfillment Worksheet
- Create and Edit a Custom View in the Order Fulfillment Worksheet
- Create and Edit an Advanced Line Filter in the Order Fulfillment Worksheet
- Use the Movement Worksheet in the Order Fulfillment Worksheet
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Import Export PowerTool
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Quality Inspector
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- Configure Grades
- Validate Production
- Automate Production
- Enable Functionality Per Quality Inspector
- Create Quality Inspections for Receipts
- Quality Inspector’s Published Events
- Set Up and Configure Azure Blob Storage and Azure Document Intelligence with Quality Inspector
- Create a Test Based on a Vendor
- Use Auto Output Configuration in Quality Inspector
- Filter by Item in Quality Inspector
- Create a Receiving Rule in Quality Inspector
- Create Automatic Tests for Sales Returns Without Warehouse Receipts in Quality Inspector
- Create a Warehouse Movement Rule in Quality Inspector
- Create a Production Rule in Quality Inspector
- Select which Tests are Considered when Evaluating Lot Grade Restrictions in Quality Inspector
- Reference a Field from an Item Card or an Item Attribute in Allowable Conditions or Pass Conditions
- Set a Database Value in a Workflow Response
- Restrict a Field’s Choices Using Another Field Using Quality Inspector
- First Article Inspection Report (FAIR Form 3)
- Schedule Automated Tests with Quality Inspector
- Use Field Level Work Instructions in Quality Inspector
- Use Test Generation Rule Trigger to Automate Creation of Quality Inspection Tests
- Use Assembly Output Integration in Quality Inspector
- Override a Test Grade Using Best Practices in Quality Inspector
- Configure Periodic Tests in Quality Inspector
- Configure Periodic Tests on any Lots Within a Certain Container in Quality Inspector
- Create a Test Generation Rule for a Specific Item in Quality Inspector
- Available User Interfaces for Recording Quality Inspections
- Create a Test Generation Rule for a Category of Items in Quality Inspector
- Capture the Container (Vat/Vessel/Bin) from the Production Order when a Test is Made from a Production Order in Quality Inspector
- Automate Test Creation when Posting a Purchase Receipt with Warehouse Handling
- Enable Purchase Order Release Integration in Quality Inspector
- Use the Sample Source feature on the Quality Inspector Template
- Quality Inspectors' and Quality Inspection Permissions
- Quality Inspector Setup
- Skip-Lot Thresholds in Quality Inspector
- Quality Inspectors and Quality Inspection Permissions Page
- Implement CFR Section 42 Subpart C while using Quality Inspector
- Implement a "Test Every 'X' Lots" Scenario with Skip-Lot in Quality Inspector
- Sampling and Skip Lot in Quality Inspector
- Implement Skip Lot with Receiving in Quality Inspector
- Skip Lot Inspections in Quality Inspector
- Create an Inspection Checklist with an Override Checkbox
- Quality Inspection Test Results Matrix
- Quality Inspection Fields
- Move Product from One Bin to Another Bin Automatically in Quality Inspector
- First-off inspections, First Article Inspections, and Initial Production Checks Using Quality Inspector
- Create PDF Attachments Automatically When a Test Finishes in Quality Inspector
- Use Attach as PDF to Automatically Create a PDF of a Certificate of Analysis and Other Quality Inspection Reports
- Use Adaptive Cards in Teams and Power Automate with Quality Inspector
- Quality Inspector Expression Examples
- How to Create a Facility Readiness Check for a Location
- How to Create a Work Station or Production Line Readiness Check for a Work Center
- How to Record Quality Inspection Tests on a tablet, phone, or other mobile device
- Quality Inspector and the Microsoft Quality Management Extension
- Non-Conformance Reports (NCRs) in Quality Inspector 7.26
- Implementing ANSI Z1.4 C=0 Sampling with Quality Inspector
- What is Skip-Lot Inspection?
- Advanced Quality Inspector Source Configuration List
- Quality Inspector Source Configuration Card
- Quality Inspection Grades
- Quality Inspection Test Generation Rules
- Understanding Test Generation Rules and Source Configuration in Quality Inspector
- Performing Quality Inspections Before Serial or Lot Numbers Are Posted
- How to Prevent Receiving a Purchase Order Until a Quality Inspection Test is Completed
- Designing Large Dimensional Inspection Plans in Quality Inspector
- Configuring Nominal Dimensions and Symmetric/Asymmetric Tolerances
- Choosing Where to Store Quality Specifications in Quality Inspector
- Using Special Characters in Quality Inspection Field Choices for Threshold Categories
- Permission Sets for Quality Inspector
- Prevent Production Output Until a Quality Inspection Test Passes
- Set Up and Configure Quality Inspector
- Understand Quality Inspection Templates and Test Generation Rules
- Configure Different Receiving Inspection Requirements by Item and Vendor
- Handle Partial Acceptance and Rejected Quantities in Quality Inspector
- Use Business Central Workflows with Quality Inspector
- Advanced Configuration - Create One Quality Inspection Test for Each Posted Warehouse Receipt of a Tracked Item Instead of Per Item Tracking
- Configure Customer Quality Specifications in Quality Inspector
- How to Find Lots That Meet a Customer's Quality Specifications in Quality Inspector
- Configure Customer Qualification Warnings, Blocks, and Overrides
- Understanding AQL and Inspection Levels in Quality Inspector
- Quick Guide to Sampling and Skip-Lot in Quality Inspector
- How to resolve "The Hidden expression used in tablix 'Tablix1' returned a data type that is not valid." in custom layouts for Quality Inspector
- Quality Inspector Setup Guide
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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 Fails in Quality Inspector
- Manage Image Attachments in Quality Inspector
- Automate Block and Unblock Lot Transactions in Quality Inspector
- Collect Multiple Samples in Quality Inspector
- Set Values with Copilot in Quality Inspector
- Use Numeric Expressions (Calculated Field) in Quality Inspector
- Use embedded expressions within acceptable values and pass conditions
- Look up Specifications from Another Table when Creating Quality Inspection Tests
- Use Tools in Quality Inspector
- Create a Purchase Return Order from a Test in Quality Inspector
- Use Measurement Notes and Comments in Quality Inspector
- Warehouse Insight Quality Inspector Integration
- Take and Attach a Picture to a Quality Inspection Test
- Create a Re-test in Quality Inspector
- Create a Transfer Order to Move Material from a Directed Pick Environment to a Non-Warehouse Location in Quality Inspector
- Move Product Automatically from One Bin to Another Bin in Quality Inspector
- Create and Use a Balloon/Bubble Template in Quality Inspector
- Use Quality Inspection Tests
- Use Quality Inspection Templates
- Use Quality Inspector with Power Automate
- Create a Test Automatically with a Put-Away or Movement into a Bin in Quality Inspector
- Create a Test Automatically on Production Output in Quality Inspector
- Create a Test Automatically with Assembly Output in Quality Inspector
- Add Attachments to Inspection Test Plans and Quality Inspection Tests in Quality Inspector
- Copy Quality Inspection Attachments Automatically in Quality Inspector
- Sample Workflows for Quality Inspector: Moving Items, Initiating a Retest, and Discarding Failed Stock
- Route Put-aways to Inspection Bins in Quality Inspector for QC Hold locations
- Create a Test from Sales Order Production Planning in Quality Inspector
- Attach Files to PDF Non-Conformance Reports in Quality Inspector
- How to require a Quality Inspection Test before moving to the next step in an operation
- Migrate Between Quality Management and Quality Inspector
- Quality Inspector Failure Analysis Tool
- Use Basic Signatures in Quality Inspector
- Recording Notes in Quality Inspector
- Configure Work Instructions in Quality Inspector
- Quality Inspection Test Values
- Quality Inspection Test Results Matrix (duplicate)
- Quality Inspection Sample Worksheet
- Quality Inspection Chart Values
- Select Create Test Behavior and Find Existing Behavior in Quality Inspector
- Create a Multi-Step Approval Workflow to Finish a Quality Inspection Test
- How to Place Part of a Lot On Hold in Quality Inspector
- How to Scan Paper Quality Inspection Forms into Quality Inspector
- Using the Quality Inspector Failure Analysis Tool
- Sample Bulk Receipts of Untracked Items in Quality Inspector
- How Quality Inspector Supports SQF Audit Readiness
- Handle Items That Fail After a Lot Previously Passed Inspection in Quality Inspector
- Create an Ad Hoc Quality Inspection Test for an Item Already in Stock
- Manage COA-Required Purchase Receipts with Quality Inspector
- How Quality Inspector Supports ISO 9001:2015
- How Quality Inspector Support ISO 55001
- How to identify certain purchased items as requiring inspection and automatically have their warehouse put-away direct them to a QC/inspection bin
- Quality Inspector Inspection Bins
- Create Customer-Specific Certificates of Analysis in Quality Inspector
- Automatically Create Customer CoA PDFs in Quality Inspector
- Quality Inspector User Guide
- Quality Inspector On-Premise Feature Support for Older Versions of Business Central
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Cycle Count Scheduler
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Safety Logbook
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Maintenance Manager
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- Articles coming soon
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App Registration
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- Articles coming soon
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- Articles coming soon
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Quality Inspector On-Premise Feature Support for Older Versions of Business Central
This article discusses the minimum version of Business Central for on-premise required, and is intended for on-premise installations of Business Central that are exploring the use of Quality Inspector, but are not able to upgrade to newer versions.
Not all features of Quality Inspector are listed in this article, this article focusses on features with known limitations.
☑ Available ☐ Unavailable.
SaaS-only features are identified explicitly; other rows apply to on-premises unless qualified.
Partial availability will be indicated by “partial” and “?”.
| Feature / Minimum Version Required | 13.3 to 13.x | 14.3 to 14.x | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 and newer |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Inspection templates | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Rules for selecting and generating tests | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Multiple passing and failing grades | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Automated receiving inspections | ☐ | Partial [5] | Partial [5] | Partial [5] | Partial [5] | Partial [5] | Partial [5] | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Automated production inspections | Partial [5] | Partial [5] | Partial [5] | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Manual and ad hoc inspections | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Retesting | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Certificate of Analysis report | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Standard BC phone and tablet interface | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Specialized phone and tablet interface | Partial [7] | Partial [7] | Partial [7] | Partial [7] | Partial [7] | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Numeric formulas and dynamic tolerances | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Advanced text expressions | Partial [6] | Partial [6] | Partial [6] | Partial [6] | Partial [6] | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Configurable inspection sources using BC tables | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Balloon and characteristic numbering | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| FAIR Form 3 / AS9102 reporting | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Charts and historical analysis | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Large-text inspection results | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Automatic AQL sample-size selection | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Individual measurements with sample summaries | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Skip-lot inspection | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] |
| Automatic lot blocking following a grade change | Partial [9] | Partial [9] | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Automatic evaluation and assignment of product grades | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Tool identification, usage and calibration controls | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Shop Floor Insight integration | Partial [10] | Partial [10] | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Warehouse Insight integration | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ |
| Rule Builder expression evaluation | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Graphical Scheduler inspection assignment | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| DocXtender document and SharePoint integration | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Inspections when creating released production orders from sales | Partial [5] | Partial [5] | Partial [5] | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Customization through AL code and integration events | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Core inspection web services / Power Automate access | Partial [8] | Partial [8] | Partial [8] | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Inspection creation when warehouse receipts are posted or sales returns received | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Inspection creation when transfers or direct transfers are received | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Inspection creation when inventory moves into a bin | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Grade-based blocking of warehouse picks, put-aways and movements | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Customer qualification checks when assigning warehouse lot numbers | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Receiving put-away routing to inspection bins, including sample quantities | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Production put-away routing to inspection bins, including sample quantities | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ |
| Item attribute filters in inspection and NCR generation rules | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Automatic picture uploads to OneDrive | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Automatic picture uploads through DocXtender | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Inspection attachments in email “Related Attachments” | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] | Partial [12] |
| Power Automate external business events — SaaS only | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | Partial [13] | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Azure Document Intelligence: OCR and paper-form import | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| AI-assisted template field suggestions — SaaS only | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | Partial [1] | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Voice / natural-language result entry through Copilot | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | Partial [2] | ☑ | ☑ | ☑ | ☑ | ☑ |
| Teams adaptive-card generation and associated APIs | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | Partial [12] | Partial [12] | Partial [12] | Partial [12] |
| Inspection label report and label PDF API | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | Partial [3] | Partial [3] | Partial [3] | Partial [3] |
| Generate inspection reports as PDF document attachments | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | Partial [12] | ☑ | ☑ | ☑ | ☑ |
| Workflow response to create a report attachment | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ |
| Supplied alternative RDLC and Word report layouts | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | Partial [4] | Partial [4] | Partial [4] | Partial [4] | Partial [4] | ☑ | ☑ | ☑ | ☑ |
| Include attached documents within the NCR PDF | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ |
| Find Entries integration for inspections and NCRs by lot/serial number | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ |
| Migration toolkit between Microsoft Quality Management and QI — SaaS only | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☑ | ☑ |
Installation and availability
| Item from the comparison article | Quality Inspector |
|---|---|
| Included with Business Central by default | ☐ — installed separately |
| Available through Microsoft AppSource | ☑ — for supported SaaS environments |
| Minimum supported Business Central version | BC 13.3; BC 14 requires 14.3 or newer |
| On-premises deployment | ☑ — use the appropriate on-premises build |
These deployment facts do not mean Microsoft continues hosting every older SaaS version.
Footnotes
[1] The field wizard states BC 23.3 SaaS as its minimum for AI field suggestions. Earlier BC 23 minor versions are excluded. This capability is excluded from on-premises builds.
[2] BC 24 supports AI result entry using a configured Azure OpenAI endpoint. The Microsoft-managed resource path has a compatibility limitation from BC 24.3 onward. Microsoft-managed AI resources are SaaS-only. Voice input also depends on the client’s speech-input capability.
[3] The label report and PDF API require BC 26. SaaS includes the barcode fonts used by the supplied report. On-premises supports the label report, but barcode rendering requires suitable fonts or a customized layout.
[4] BC 21–25 includes the supplied alternative RDLC layouts. The supplied Word layouts for the inspection report, Certificate of Analysis and NCR require BC 26. Standard report printing is available on earlier versions.
[5] Automatic inspection creation has different requirements by trigger. The current code connects purchase-receipt and production-output events from BC 14; purchase-receipt item-tracking details and tracked production-release generation require BC 16. Warehouse-receipt creation is documented from BC 15, warehouse-receipt posting and sales-return receiving require BC 19, and transfer receiving requires BC 20. BC 13.3 retains production release/refresh and sales-to-production paths, with limitations for tracked items.
[6] Earlier versions support field substitutions and numeric expressions embedded in text. The richer string functions and special related-table lookups require BC 18.
[7] The specialized mobile pages exist on older versions, but their available actions vary. Several disposition actions require BC 14 or 16, camera capture requires BC 17, and package-tracking selection requires BC 18. Later AI, labels and other capabilities retain their separate requirements.
[8] Basic web-service access exists on older versions. BC 13 has API field-name restrictions; SystemId-based keys and the corresponding Power Automate integration improvements require BC 16. External business events, PDF endpoints and adaptive cards have separate requirements.
[9] Direct lot-blocking methods exist on older versions, but the standard Business Central workflow route for automatically blocking following a grade change is documented from BC 15. This is separate from transaction-specific warehouse blocking, which requires BC 19.
[10] The Shop Floor Insight integration exists on older versions, but its employee-based QI permission user type and related permission-page integration require BC 15. Older versions can use Shop Floor Insight quality inspections, which is where Quality Inspector the app originated from.
[11] The comparison article lists Warehouse Insight and Maintenance Manager integration. Their exact minimum BC versions were not established from the available integration source and documentation, so these cells are deliberately unverified.
[12] Current source and published release notes disagree on these requirements. “Partial” identifies source implementation without a consistently verified deployment/version requirement:
- Skip-lot logic has no BC-version or SaaS-only guard in the inspected implementation; release notes specify BC 26 SaaS or newer.
- Related email-attachment code is guarded for BC 22 or newer; release notes specify BC 26 SaaS or newer and exclude on-premises.
- Adaptive-card generation/API code is guarded for BC 26 or newer; release notes specify BC 27 SaaS or newer for Teams data entry.
- PDF report-attachment creation code is guarded for BC 25 or newer; release notes specify BC 26.
[13] External business events require BC 22.2, however are intended for SaaS-only to work with Power Automate.
The comparison article supplies the feature inventory; version qualifications come from the source and documentation.
This is a source-based compatibility matrix, not installation or runtime testing on every BC version.
That a checkbox exists does not guarantee that we run regression testing on that feature for that runtime version when an app update is made, this is not a list of guaranteed supported items.
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