Shop Floor Setup page

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Shop Floor Setup page

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The Shop Floor Setup page contains the global configuration for Shop Floor Insight. These settings determine how time collection, production reporting, payroll integration, barcode scanning, workflows, projects, production posting, dispatching, and other core features behave throughout the application.

General

Setting Description
Post Overtime Costs Applies overtime cost factors when posting Project or Production Order related entries. The overtime factor comes from Shop Floor Pay Codes. Production postings also consider the Use Direct Labor Cost From setting.

Refer to https://kb.dmsiworks.com/knowledge-base/calculate-overtime-in-shop-floor-insight/ for more details.
Adjust Overhead for Labor Includes production overhead when calculating overtime labor costs.

Specifies whether Shop Floor Insight adjusts the Overhead Rate on the production output journal line when it recalculates labor cost during time card posting.

This setting only applies when Shop Floor Insight is calculating a replacement Unit Cost for the Item Journal Line. The posting code skips this calculation entirely when Use Direct Labor Cost From is set to Default NAV.

When enabled, Shop Floor Insight adjusts the output journal line as follows:

  • It calculates a new unit cost for the journal line.
  • It compares the new unit cost to the journal line’s existing Unit Cost.
  • If the existing Unit Cost is not zero, it scales the journal line’s Overhead Rate by the same ratio:

New Overhead Rate = Existing Overhead Rate * New Unit Cost / Existing Unit Cost

  • If the existing Unit Cost is zero, it sets Overhead Rate to zero.
  • It then sets the journal line’s Unit Cost to the newly calculated unit cost.

When Use Direct Labor Cost From is set to Custom Codeunit, the behavior is different. Shop Floor Insight runs the configured direct labor cost codeunit, uses the time card line’s Custom Labour Cost as the new unit cost, and then adds the journal line’s existing Overhead Rate to that new unit cost when Adjust Overhead for Labor is enabled.

This setting does not post a separate overhead journal line. It changes the cost-related fields on the production output Item Journal Line before the journal line is posted.
Adjust Indirect for Labor

Specifies whether Shop Floor Insight adjusts the Indirect Cost % on the production output journal line when it recalculates labor cost during time card posting.

This setting only applies when Shop Floor Insight is calculating a replacement Unit Cost for the Item Journal Line. The calculation is skipped when Use Direct Labor Cost From is set to Default NAV.

When enabled, Shop Floor Insight adjusts the output journal line as follows:

  • It calculates a new unit cost for the journal line.
  • It compares the new unit cost to the journal line’s existing Unit Cost.
  • If the existing Unit Cost is not zero, it scales the journal line’s Indirect Cost % by the same ratio:

New Indirect Cost % = Existing Indirect Cost % * New Unit Cost / Existing Unit Cost

  • If the existing Unit Cost is zero, it sets Indirect Cost % to zero.
  • It then updates the journal line’s Unit Cost with the newly calculated value.

When Use Direct Labor Cost From is set to Custom Codeunit, the behavior is different. Shop Floor Insight runs the configured direct labor cost codeunit, uses the Custom Labour Cost returned by that codeunit, and then increases that unit cost by the journal line’s existing Indirect Cost % when this setting is enabled:

New Unit Cost = Custom Labour Cost × (1 + Indirect Cost % / 100)

This setting does not create separate indirect cost entries. Instead, it adjusts the Indirect Cost % (or, for custom codeunits, incorporates the indirect percentage into the calculated unit cost) on the production output Item Journal Line before it is posted.
Hours Before Close Determines how long a time card may remain inactive before Shop Floor Insight automatically creates a new time card when the employee clocks in again on the following day/shift.
Manual Line Splitting Behavior Controls how manual line splitting behaves during Project approvals, either by adjusting the existing line or creating balancing entries.

Scanning

Setting Description
Barcode Format Specifies the barcode format expected by Shop Floor Insight clients.
Scan Logic Control Determines whether barcode processing occurs on the client or server. New installations should use Server. Legacy installations may continue using Decode Only or Client for compatibility.
Scan Control Codeunit Specifies the server-side codeunit responsible for barcode processing when server scanning is enabled.
Scan Control Codeunit Name Displays the name of the configured scan control codeunit.
Action Log When server-side scanning is enabled, records scan requests in the action log whenever possible.

Workflow Integration

Setting Description
Workflow Integration Enables Shop Floor Insight workflow events and responses for Business Central workflows and approval requests.

Production

Setting Description
Output Batch Specifies the output journal batch used when recording production output.
Auto-Finish Operations Determines when production routing operations are automatically marked as Finished.
Operation Status Timing Controls whether operations become In Progress immediately when employees clock into them or only after posting.
Register Output To Controls whether recorded output is written to the Output Journal, Time Card Line, or uses a hybrid approach where only the final operation uses the Output Journal.
Production Output Dimensions Determines how dimensions are transferred to Output Journal entries.
Production Post Codeunit Optional integration codeunit executed before Shop Floor Insight posts production output.
Production Post Codeunit Name Displays the configured production posting codeunit name.

Best Practice

For most installations, Output Journal is the recommended destination because it supports item tracking and allows inventory to become available immediately for downstream processes by having a supervisor review, approve, and post the output journal independently from active time cards.

Projects

Setting Description
Project Journal Batch Specifies the journal batch used when posting project time.
Require Project Approvals Requires project-specific approval before time cards may be approved.
Billable Project Task Filter Defines which project tasks are considered billable using a Business Central filter rather than a custom field.

Payroll

Export

Setting Description
Export Codeunit Custom payroll export codeunit used for third-party payroll integrations.
Export Codeunit Name Displays the configured export codeunit name.
Export Template Name Optional template used by payroll export integrations such as Serenic.
Export Batch Name Batch used by payroll export integrations when required.

Numbering

The Numbering section defines the Business Central number series that Shop Floor Insight uses when creating new records. Each setting references an existing No. Series configured in Business Central.

Setting Description
Time Card Nos. Specifies the number series used when Shop Floor Insight creates new time cards. Each new time card is assigned the next available document number from this series.
Employee Nos. Specifies the number series used when creating new Shop Floor Employees.
Group Employee Nos. Specifies the number series used when creating employee groups.
Config Nos. Specifies the number series used when creating new Shop Floor Web Client Configurations.
Auto-Split Batch Nos. Specifies the number series used to assign the Batch ID on Time Card Lines when lines are automatically split during a clock-off action.

Client

The Client section controls the behavior and appearance of the Shop Floor Insight barcode scanning interface, including date and time formatting, barcode scanning responsiveness, login messaging, work instructions, and global dispatch behavior.

General

Setting Description
Date Format Specifies the date format used throughout the Shop Floor client. The format string uses standard date and time format specifiers (for example, d.m.Y or D j/M/y) to control how dates are displayed.

Refer to this guide for more details: https://kb.dmsiworks.com/knowledge-base/how-to-change-the-date-format-on-the-shop-floor-insight-client/
Time Format Specifies the time format used throughout the Shop Floor client. This setting uses the same formatting specifiers as Date Format.

In order to get 24h times instead of AM/PM in the SF web client, you need to set the “Time Format” setting on the SF setup to something such as  H:i:s

 Format Specifier Description Example Value to Display

d Day of the month, 2 digits with leading zeros 01 to 31

D A short textual representation of the day of the week Mon to Sun

j Day of the month without leading zeros 1 to 31

l A full textual representation of the day of the week Sunday to Saturday

N ISO-8601 numeric representation of the day of the week 1 (for Monday) through 7 (for Sunday)

S English ordinal suffix for the day of the month, 2 characters st, nd, rd or th. Works well with j

w Numeric representation of the day of the week 0 (for Sunday) to 6 (for Saturday)

z The day of the year (starting from 0) 0 to 364 (365 in leap years)

W ISO-8601 week number of year, weeks starting on Monday 01 to 53

F A full textual representation of a month, such as January or March January to December

m Numeric representation of a month, with leading zeros 01 to 12

M A short textual representation of a month Jan to Dec

n Numeric representation of a month, without leading zeros 1 to 12

Y A full numeric representation of a year, 4 digits Examples: 1999 or 2003

y A two digit representation of a year Examples: 99 or 03

a Lowercase am/pm am or pm

A Uppercase AM/PM AM or PM

g 12-hour format of an hour without leading zeros 1 to 12

G 24-hour format of an hour without leading zeros 0 to 23

h 12-hour format of an hour with leading zeros 01 to 12

H 24-hour format of an hour with leading zeros 00 to 23

i Minutes, with leading zeros 00 to 59

s Seconds, with leading zeros 00 to 59
Browser Auto Refresh Time Specifies a time of day when Shop Floor clients automatically refresh their configuration. Configure this during a non-working period, such as overnight or during scheduled breaks, to minimize disruption.
Barcode Timeout Specifies how long, in milliseconds, the client waits before determining that barcode input has completed. A typical value is 200 ms.
Login Message Specifies the title or message displayed on the Shop Floor client login screen.
Config No. Behavior Determines how client configuration numbers are handled. Use the persistent option when a scanning station should remain assigned to a specific configuration.
Webservice Configuration URI Displays the configuration URI used by the Shop Floor Insight Web Service. This value can be copied into the Shop Floor Insight installer or a web service configuration file.

Work Instructions

Setting Description
Work Instructions Time Controls whether production order time information is displayed in the Work Instructions area of the Shop Floor client.
Work Instructions Quantities Controls whether production order quantity information is displayed in the Work Instructions area of the Shop Floor client.

Global Dispatch

These settings define the default filtering behavior for the Production Dispatch view.

Setting Description
Dispatch Row Limit Limits the maximum number of production orders returned in the dispatch list.
Dispatch Filter Start Determines whether a starting date filter is applied to dispatch results.
Dispatch Starting Date Filter Specifies a Business Central date filter expression for the earliest production orders to include. Dynamic expressions such as -3M may be used.
Dispatch Filter End Determines whether an ending date filter is applied to dispatch results.
Dispatch Ending Date Filter Specifies a Business Central date filter expression for the latest production orders to include. For example, 2M includes production orders up to two months into the future.
Dispatch Production Custom Filter Defines additional production order filters using any supported Business Central filter criteria.
Dispatch Project Custom Filter Defines additional project filters that determine which project documents appear in the dispatch list.
Dispatch Employee Filtering Controls whether production dispatch is filtered by employee assignment. Available options include Do Not Filter, Current User Unassigned, Unassigned, and Current User.
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