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Warehouse Insight
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- Overview
- Hardware and Software Requirements
- Business Central Object Import and Merge
- Business Central Data Configuration
- Warehouse Insight Barcode Objects
- Warehouse Insight Web Service Installation
- Android Scanner Install
- Windows Scanner Installation
- Configuring the Software
- Uninstalling the Solution
- Modified Business Central Objects
- Source Versions
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- 1. Introduction
- 2. Overview
- 3. Main Landing Page
- 4. Item Inquiry
- 5. Bin Inquiry
- 6. Advanced Inventory Count
- 7. Basic Count
- 8. Receiving
- 9. Put-Aways
- 10. Ad-Hoc Movements
- 11. Directed Movements
- 12. Picking
- 13. Shipping
- 14. Production Order Consumption
- 15. Production Order Output
- 16. Assembly Orders
- 17. License Plates
- 18. Scratchpad
- 19. Configuration
- Push Warehouse Insight Updates to Devices
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- Print From Warehouse Insight
- DataLogic Falcon WiFi Configuration
- Controlling the Beep Sound Effect on DataLogic Scanners
- Warehouse Insight with NTLM Authentication
- Configure Scanner for Business Central SaaS
- Connect Warehouse Insight Desktop Client to Business Central Cloud
- Datalogic Falcon X3 Scanner Timeout
- Clone Warehouse Insight Service for Business Central On Prem
- Configure Windows Scanner for Business Central On Prem
- Ad Hoc Move Module
- Display a Custom Image on Your Device
- Configure Scanner Settings for Memor 10/20 and Zebra
- OAuth Login Options for Warehouse Insight 2.8
- Barcode Rules
- Set Up the Windows Desktop Client for Oauth (SaaS)
- Azure Active Directory (AAD) OAuth Configuration for Warehouse Insight 2.8+
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- Add Purchase Order Comments From Your Handheld
- View Purchase Order Comments on Your Handheld
- Capture Image on Sales Order
- Attaching Documents from the Scanner
- Ship and Invoice Sales Order
- Overriding Base Application Events via Design
- Sample Offline Application
- Sample Quantity Dialog Extensions
- Factboxes
- Over-Receiving from Handhelds
- Read barcodes Configured in LS Retail into Warehouse Insight
- Proof of Delivery
- Add Signature Capture to Warehouse Insight
- Use the Application Wizard in Warehouse Insight
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WMS Express
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License Plating
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- Articles coming soon
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Dynamic Ship
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- Configuring Dynamic Ship in Business Central
- Data Requirements for Dynamic Ship
- Overview
- Configuring EasyPost
- Get Started with Dynamic Ship
- Dynamic Ship Permissions
- Dynamic Ship Carrier Account Configuration
- How the Dynamic Ship Carrier is linked to the Business Central Shipping Agent
- How to Add Predefined Packages for Carriers
- DHL Express and Purolator Carrier Configuration
- Set Up Carrier Loomis
- Royal Mail and DPD Carrier Configuration (UK) in Dynamic Ship
- Canada Post Third Party Billing
- Enabling UPS SurePost on your EasyPost account
- Configure a UPS Digital Access Program Account
- Set Up Dynamic Ship Email
- Configure and Use Scales
- Enable and Use the External Rate Entry
- FedEx Commercial Invoice Requires Electronic Letterhead
- Freight Price Rules
- Create a Free Freight Campaign
- Generate Serial Shipping Container Code
- Add an International Shipping Address
- Override Customer Contact Source in Dynamic Ship
- Set USPS Media Mail Special Rate in Dynamic Ship
- Add the Certificate of Origin Report
- Dynamic Ship Go Live Checklist
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- Dynamic Ship Process
- Use the Package Worksheet in Dynamic Ship
- Order Packaging in Dynamic Ship
- Use Quick Label in Dynamic Ship
- Create and Print Return Labels in Dynamic Ship
- Return Label Printing in Business Central
- How to Generate a Shipment Manifest
- Manifesting USPS Shipments
- Create a Freight Quote
- Create a Shipping Label for a Miscellaneous Shipment
- Copy Last Package
- Use Address Validation
- Use Pack Commands
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- How the Customs Information is Populated
- Reprint Shipping Labels using Dynamic Ship
- Include COD Charges with Shipping
- Zebra High Quality Print
- Ship Hazardous Material
- Ship with Saturday Delivery
- Print Bill of Lading Report
- Chain Multiple Pack Commands
- Find Shipment and Package Tracking Numbers
- Assign Outbound Serial Number at Shipping Time
- Refund EasyPost Shipment
- Actual Shipping Cost
- Pack Item Variants
- External Freight Quotes
- Reconcile Carrier Invoice
- Role Tailored Client Shipping Scale Integration
- No Rates Returned For A Shipment
- Retrieve an Order ID
- Shipper Number Cannot Be Used
- Package Worksheet: Clear Address Cache
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Shop Floor Insight
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- Daily Time Report for Payroll Administrator
- Shift Scheduling with Shop Floor Insight
- Routing Step with Shop Floor Insight
- Color Coding Time Cards
- Production Order Assignment with Shop Floor Insight
- Streamline Processes with Work Instructions
- Cleaning up Barcodes in Business Central
- Configurable Business Central Payroll Export for ADP and other Payroll Solutions
- Production Dispatch Lists that Boost Efficiency
- How to use the Shop Floor Production Order job report as your default production order job card report
- How to Print Barcodes for Job Tasks
- How to automatically round time card line entries
- How to Print Barcodes for Production Order Operations
- How to record a quality inspection when output data is captured
- How to display the Shop Floor Insight Approver role in the "Explore All" page
- Shop Floor employees are having their shifts end prematurely
- How to record a quality inspection when a scheduler item is moved
- How to ensure supervisors only see time cards of their workers for approval
- Fix a "Company not licensed" error message in Shop Floor Insight
- Adding a New Employee & Printing a Barcoded Badge
- Filtering Production Orders
- How to Record Consumption
- How to Record Output
- The Supervisor / Employee Relationship
- Using Links in Shop Floor Insight
- Client Configuration Cards
- Shop Floor Activities
- Line Coloring
- How to Record a Comment
- Printing a Production Order Job Card
- Quality Inspections when Recording Output
- Changing the Work or Machine Center by Scanning a Barcode
- Dispatch List Filtering
- Automatically Assign Work and Machine Centers
- Time Card Line Rounding for Job Tasks
- Line Rounding of First Time Card Line
- Time Card Approval Process and Worksheet
- Include Other Paycodes for Overtime Calculations
- Automatic Filler Time Functionality
- Time Card Line Rounding for Shift Breaks
- Output to License Plate
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- How to use the Shop Floor Production Order job report as your default production order job card report
- Shop Floor Insight Language Configuration
- Clock In Early to Midnight Shift using Shop Floor Insight
- Configure OAuth for Shop Floor Insight 7.8
- Fields Included in Shop Floor Insight’s Search Field
- Access and Configure Service-to-Service Authentication in Shop Floor Insight
- Configure Shop Floor Insight for automatic time splitting scenarios
- Shop Floor Client Configuration Cards Recommendations
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- 1. Before you Begin with Shop Floor Insight
- 2. Installing Shop Floor Insight
- 3. Registering Shop Floor Insight
- 4. Configure Special Permissions in Shop Floor Insight
- 5. Configure Paycodes in Shop Floor Insight
- 6. Configure Activity Codes in Shop Floor Insight
- 7. Configure Shifts in Shop Floor Insight
- 8. Configure Shop Floor Employees in Shop Floor Insight
- 9. Configure Work Centers in Shop Floor Insight
- 10. Configure Client Configuration in Shop Floor Insight
- 11. Configure Time Zone in Shop Floor Insight
- 12. Configure Shop Floor Insight Communications App
- 13. Print Barcodes and Smoke Test in Shop Floor Insight
- How to do an upgrade to the Shop Floor Insight Windows service
- Shop Floor Insight Communication App Requirements
- Set Up Facial Recognition
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- 1. Before You Begin with Shop Floor Insight
- 2. Navigating Business Central in Shop Floor Insight
- 3. Process Overview in Shop Floor Insight
- 4. Printing Barcodes in Shop Floor Insight
- 5. Tour of the Shop Floor Interface
- 6. Capture Shop Floor Data for Production Orders in Shop Floor Insight
- 7. Capturing Job Time in Shop Floor Insight
- 8. Closing Time Cards in Shop Floor Insight
- 9. Approving Time Cards in Shop Floor Insight
- 10. Calculate Overtime in Shop Floor Insight
- 11. Posting Shop Floor Data in Shop Floor Insight
- 12. Export Time in Shop Floor Insight
- Configure Output Clock on Behavior
- Add a Non-Productive Activity Code
- Shop Floor Insight: Use the Mobile Interface Without a Phone
- Shop Floor Insight: Shop Floor Native Phone Client
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- How to Record Consumption
- Filtering Production Orders
- Adding a New Employee & Printing a Barcoded Badge
- How to Record Output
- The Supervisor / Employee Relationship
- Using Links in Shop Floor Insight
- Client Configuration Cards
- Shop Floor Activities
- Line Coloring
- How to Record a Comment
- Printing a Production Order Job Card
- Quality Inspections when Recording Output
- Changing the Work or Machine Center by Scanning a Barcode
- Dispatch List Filtering
- Automatically Assign Work and Machine Centers
- Time Card Line Rounding for Job Tasks
- Line Rounding of First Time Card Line
- Time Card Approval Process and Worksheet
- Include Other Paycodes for Overtime Calculations
- Automatic Filler Time Functionality
- Time Card Line Rounding for Shift Breaks
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Advanced Inventory Count
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- Setting Inventory Count Card As-Of-Date
- Setting Locations on the Count Card
- Setting Lot/Serial Number Tracking
- Setup of Posting Count Options
- Setting up Recounts in Inventory Count Module
- Reconciling the Count in Inventory Count Module
- Posting the Inventory Count
- Inventory Count Bin Blocking Options
- Calculating Count Period Codes
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Counter Sales
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- Overview
- User Permissions
- Profiles (Roles)
- Counter Sales Setup
- Counter Sales Users
- Payment Methods
- Customer Accounts
- Reason Codes
- Take Order Wizard
- Counter Sales Orders
- Quick Scan
- Return Order Wizard
- Counter Sales Return Orders
- Price Check
- Enhanced Item Search
- Enhanced Contact Search
- My Locations
- Related Items
- Price Overrides
- Lost Sales
- Special Order Items
- Daily Close
- Contact Sales History
- User Salespersons
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Product Configurator
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- Version Information
- Product Configurator Configurations
- Product Configurator Item Category
- Product Configurator Choice Combination
- Product Configurator Option Choice
- Product Configurator Bulk Edit
- Product Configurator Options
- Product Configurator BOM
- Use Quoting Items
- Use Additional Choices
- Use Check Configuration
- Use Line Type and Indent Options
- Update Routing Run Times
- Add Option Choice Comments
- Use Rule Builder
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NavXtender
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- Articles coming soon
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- How do I install NavXtender?
- Add Languages in NavXtender
- Having Issues?
- SharePoint Support
- Why am I having troubles accessing SharePoint via UNC?
- Why is the drag and drop not working, or NavXtender button not visible?
- Are you using an anti-virus application?
- Do I need to install NavXtender on every computer?
- I still need help. Who can provide technical support?
- I would like to use NavXtender with my custom pages. How do I do that?
- NavXtender Language Support
- NavXtender Web Service Authentication 401
- NavXtender Web Service Troubleshooting
- Should I install the 32-bit or 64-bit version of NavXtender?
- What changes does NavXtender make to Microsoft Dynamics NAV?
- What is the difference between the stand-alone and integrated version of NavXtender?
- What versions of Microsoft Dynamics NAV is NavXtender compatible with?
- Why am I getting a permissions error?
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DocXtender
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Barcode Generator PowerTool
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PrintNode Connector PowerTool
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Miscellaneous
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Graphical Scheduler
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MxAPS
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- Introduction
- Generate Schedule
- Production Cells
- Setup
- Delay Increment
- Scheduling Configurations
- Scheduling Rules
- Scheduling Rule Card
- Scheduling Rule Parameters
- Segment Codes
- Alternate Group List
- Alternate Group Card
- Schedule Result List
- Schedule Result
- Order Schedule List
- Machine Load Details
- Operation Schedules
- Order Attribute Schedules
- Commit Results
- Result KPI FactBox
- Schedule Rule Details
- Machine Alternate Constraints
- Mx Item Card extends Item Card
- Resource Requirements
- Machine Constraints
- Machine Transfers
- Shop Calendar Exceptions
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Enhanced Planning Pack
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Order Ship Express
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Order Fulfillment Worksheet
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- Introduction
- Recalculate Availability with the Order Fulfillment Worksheet
- Automatic Reservation with the Order Fulfillment Worksheet
- Split Allocation with the Order Fulfillment Worksheet
- Create Warehouse Shipments with the Order Fulfillment Worksheet
- Create Picks with the Order Fulfillment Worksheet
- Use the Pick Worksheet in the Order Fulfillment Worksheet
- Assemble to Order with the Order Fulfillment Worksheet
- Order Fulfillment Worksheet Published Events
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Import Export PowerTool
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Quality Inspector
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- Assign Tests to an Inspector
- Create a Purchase Order Test
- Receiving Automation
- Assign and Review Tests in Quality Inspector
- Create Ad Hoc Quality Tests in Quality Inspector
- Perform Inventory Movement in Quality Inspector
- Create Quality Inspection Template and Connect to a Customized Table in Quality Inspector
- Create a Test Using Test Results in Quality Inspector
- Create a Test in Quality Inspector that is Available with Microsoft Teams
- Block and Unblock Lot Transactions in Quality Inspector
- Restrict the Use of a Lot Transaction When a Test has a Past in Quality Inspector
- Manage Image Attachments in Quality Inspector
- Automate Block and Unblock Lot Transactions in Quality Inspector
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Cycle Count Scheduler
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Proof of Delivery
Release Notes: Graphical Scheduler
The following release notes contain updates made to Graphical Scheduler. Listed below are the versions and their new features, improvements, and fixes. Please refer to the following information pertaining to your version of Graphical Scheduler. Upgrade to the current version of the application to access new features, improvements, and fixes.
For any questions, please contact Support.
Graphical Scheduler Version 1.7
Release Date: August 2022
Compatible With:
- Business Central 13.3 and newer
- Insight Works Common 2.7
Licensing Requirements:
Full User, Essential
New Features
New Feature | Description |
Warehouse Pick Assignment | Introduced experimental warehouse pick assignment feature, allowing supervisors to assign warehouse picks to warehouse employees. |
Improvements and Fixes
Improvement or Fix | Description |
New Application Area | Introduced an application area for the Graphical Scheduler, allowing the Graphical Scheduler components to be hidden when used as a library. |
Option to Add Service Orders | Added an option to add service orders easily using the Anything data provider. |
Option to Add Assembly Orders | Added an option to add assembly orders easily using the Anything data provider. |
Configuration Error Messaging | Improved error message when a configuration uses a codeunit that was uninstalled from a customization. |
Data Provider Filters | Resolved issue where filters from other data providers can be added when making a new provider. |
Assisted Setup Completed Checkbox | Resolved issue where the Completed checkbox in the assisted setup can sometimes clear out. |
End Date-Time Field | Resolved issue in the Anything provider using a duration FlowField for the End Date-Time field. |
Menu Actions and Setup Page Layout | Changed on-page links to menu actions and altered the setup page layout. |
Setup Wizard | Resolved issue in Business Central 15 running the setup wizard. |
FlowFields | Allow FlowFields to be used in the tooltip and cell configuration editor. |
Graphical Scheduler Version 1.6
Release Date: May 2022
Compatible With:
- Business Central 16.0 and newer
- Insight Works Common 2.5
Licensing Requirements:
Full User, Essential
New Features
New Feature | Description |
Configurable Writes on Custom Tables | Added the ability for the Anything data provider to write changes. |
Calendar Scales | Added calendar-style scales in addition to the existing timeline based scales. |
Start from Production Order | Added actions to start the Graphical Scheduler from production orders directly. |
Improvements and Fixes
Improvement or Fix | Description |
Cell and Tooltip Templates | Improved ability to configure cell and tooltip templates. |
Holidays | Improved Shop Calendar holidays rendering. Remove and re-add the holidays to take advantage of this feature. |
Flat Work Center tree | Improved the flat work center tree. |
Resource trees | Improved the resource trees to render machine types. |
Dragging | Improved usability when dragging. |
Is Late flags | Improved usability of the automatic Is Late fields. |
Navigation | Improved navigation for Anything providers to try and use the card page when possible to navigate when clicking Details. |
Planning Worksheet | Improved usability starting the Graphical Scheduler from the planning worksheet. |
Business Central v20 | Improvements to support technical changes introduced for Business Central v20. |
Graphical Scheduler Version 1.5.81
Release Date: April 2022
New Feature, Improvement, or Fix | Description |
Hourly timeline view | Improved visibility of 11pm to midnight for 24 hour shops. |
Flat work center tree | Improvements in the flat work center tree. |
Sales Lines | Improvements to support sales lines with the Anything provider using the resource tree. |
Graphical Scheduler Version 1.5.80
Release Date: February 2022
New Feature, Improvement, or Fix | Description |
Work Center Load | Improved usability of Details button when used with work center load. |
Styles and Colors | Improvements on cell section coloring. |
Layout | Usability improvements on the layout of the scheduler fields in Business Central production pages. |
Graphical Scheduler Version 1.5.78
Release Date: June 2021
New Feature, Improvement, or Fix | Description |
French Translations | Improved French Translations. |
Integration | Improvements in technical integrations options (more events added). |
Graphical Scheduler Version 1.5
Release Date: April 2021
New Feature, Improvement, or Fix | Description |
Connecting Lines | Improved line rendering, and changed rendering to remove fading gray lines. |
Double-click | Improvements on handling of double-click events. |
Colors | Additional default colors added. |
Zoom to order | Added an ability to zoom to a specific document, supported by some data source providers. |
Non-working hours | Improvements on visualization of non-working hours. |
Graphical Scheduler Version 1.4
Release Date: February 2021
New Feature, Improvement, or Fix | Description |
Late categories | Added an ability to categorize how late an order is. |
Line connections | Improvements in line connection rendering. |
Cell Height menu | Improved menu lookup for cell height. |
User identifiers | Improved user views when the user ID has a special character. |
Sorting | Added ability to have a custom sort order for machines, work centers, and resources, in additional to sorting by the no. or name. |
Whitespace clicks | Improved usability so that whitespace clicks de-select a cell. |
Anything provider | Introduction of the anything provider for read-only data. |
Graphical Scheduler Version 1.3
Release Date: January 2021
New Feature, Improvement, or Fix | Description |
Grouped routings | Added experimental feature for grouped routings. |
Job Planning Lines | Added experimental feature for job planning lines. |
Visual connectors | Added experimental feature to show connectors between production order routing lines. |
Large Datasets | Added indicator for loading information from very large datasets, and added ability to configure timeouts to work with very large datasets. |
Hours Scale | Improvements rendering the start time in the hours scale. |
Last Date | Improvements on rendering of data in the last data. |
Date paging | Usability improvements with date paging. |
Graphical Scheduler Version 1.2
Release Date: December 2020
New Feature, Improvement, or Fix | Description |
Ireland | Added regional support for Ireland. |
Additional language improvements | Added additional improvements for dragging and dropping data in different languages. |
Performance | Improved performance. |
Better handling of bad data | Improved ability to handle incomplete information. |
Better defaults | Improved default configuration. |
Graphical Scheduler Version 1.1
Release Date: October 2020
New Feature, Improvement, or Fix | Description |
Regional improvements | Additional changes to support more regions. |
Graphical Scheduler Version 1.0
Release Date: September 2020
New Feature, Improvement, or Fix | Description |
Initial Version | First release of the Graphical Scheduler, showing production order routing lines and other basic production-related information. |
Drag and Drop | An ability to drag and drop to re-schedule using existing Business Central scheduling logic. |
Colors and Styles | An ability to choose conditional colors and styles. |
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