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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)
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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
- Azure Active Directory (AAD) OAuth Configuration for Warehouse Insight 2.8+
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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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- Overview
- Dynamic Ship Process
- License Plate Templates
- How to Generate a Shipment Manifest
- How to Add Predefined Packages for Carriers
- Set Up Carrier Loomis
- Enabling UPS SurePost on your EasyPost account
- Set Up Dynamic Ship Email
- Dynamic Ship Carrier Account Configuration
- Role Tailored Client Shipping Scale Integration
- Extending Dynamic Ship
- DHL Express and Purolator Carrier Configuration
- Zebra High Quality Print
- Dynamic Ship Permissions
- Configure Customer Options
- Return Label Printing in Business Central
- Canada Post Third Party Billing
- Getting Started with Dynamic Ship
- How the Customs Information is Populated
- How the Dynamic Ship Carrier is linked to the Business Central Shipping Agent
- Bill Shipping Fees to a Customer's Account
- Complete a Basic Shipment with Dynamic Ship
- Enable and Use the External Rate Entry
- Reprint Shipping Labels using Dynamic Ship
- Include COD Charges with Shipping
- Add an International Shipping Address
- Ship Hazardous Material
- Create a Freight Quote
- Include Extra Text on Shipping Label
- Ship with Saturday Delivery
- Print Bill of Lading Report
- Blind and Double Blind (Drop) Shipments
- Chain Multiple Pack Commands
- Find Shipment and Package Tracking Numbers
- Manifesting USPS Shipments
- Create a Shipping Label for a Miscellaneous Shipment
- Label Placeholders - Package Options
- Package Options
- Copy Last Package
- FedEx Commercial Invoice Requires Electronic Letterhead
- Assign Outbound Serial Number at Shipping Time
- Refund EasyPost Shipment
- Actual Shipping Cost
- Freight Price Rules
- Configure and Use Scales
- Use Address Validation
- TrueCommerce License Plate Integration
- Create a Free Freight Campaign
- Generate Serial Shipping Container Code
- Pack Item Variants
- Extension: Tax IDs
- External Freight Quotes
- Reconcile Carrier Invoice
- Configure a UPS Digital Access Program Account
- Add the Certificate of Origin Report
- Dynamic Ship: Royal Mail and DPD Carrier Configuration (UK)
- Extend Dynamic Ship
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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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Import Export PowerTool
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Quality Inspector
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Cycle Count Scheduler
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- Articles coming soon
The Graphical Scheduler Views
This section explains what a view is, how to bring modifications to a view, how to create a new view and other related information.
Definition
A view is a collection of different data displayed inside the Graphical Scheduler. There can be one or more views available to users in the Graphical Scheduler. These views are shared across all users. Users can also toggle which view they want to have in the Graphical Scheduler.
By default, the Graphical Scheduler comes pre-configured with one default view called “DEFAULT”. This view has a default time scale of “Week and Month”
Each view has a default time scaled defined. Here are the different time scales that can be used in the Graphical Scheduler:
- Month and Year: Year scale on the top, month scale underneath.
- Week and Month: Month scale on the top, week scale underneath.
- Day and Week: Week scale on the top, Days underneath
- Hour and Day: Day scale on the top, hours underneath.
Modifying the default time scale of a view will change the default time scale for this view for all users of Business Central that have access to the Graphical Scheduler.
Note
Users can always modify the time scale displayed in the Graphical Scheduler with the “Date and Zoom” action. However, every time the Graphical Scheduler is loaded again, the default time scale of the view is presented to users.
How to access
There are two ways a user can access “Graphical Scheduler Views”:
- By navigating to “Graphical Scheduler Views”
- From the Graphical Scheduler directly, via the “View” action
In either case, the user will be presented with the “Graphical Scheduler Views” page and this is where the user will see all views that exist for the Graphical Scheduler.
Note
When the setting “Filter Mode” is set to “Filter Box”, the “Views” are only be accessible from the “Graphical Scheduler View card”. See the “Modifying the Graphical Scheduler Settings” section in this document for more information.
How to modify a view
- Select the View to modify
- Click on “Edit”
- This will open the View card. There are four fast tabs which correspond to three different parts of the view.
- General
- Dates and Zoom
- Configure What Displays in This View
- Configure Styles in this View
- The “General” fast tab lists general settings of the view:
- Type: The type of view. Currently can only be a “View”. This setting might be hidden – click on “Show more” on the Fast Tab line to display it.
- No.: View number
- Description: Friendly description of the View
- Table No.: Reference to the main table number that the view represents. The default table is 5409 and will display Production order routing lines in the Graphical Scheduler. This setting might be hidden – click on “Show more” on the Fast Tab line to display it.
- The “Dates and Zoom” fast tab will list all the settings related to the default time scale of the view.
- Start Date Mode: This allows for a view to either be relative dates, or specific dates. The relative option will use the company’s defined “Work date” and/or the dates for current released production orders.
- Default Time Scale: This is the default time scale that users will automatically see when this view is selected or when the Graphical Scheduler is loaded.
- Default Start Formula: This is the default start date formula when the view is opened. Acceptable time units are as follow: D, WD, W, M, Q, Y. Here are examples of valid formulas:
- -1D = today minus 1 day
- -3D = today minus 3 days
- 1D = today plus 1 day
- -1W = today minus 1 week
- Etc…
- Specific Starting DateTime: Allows for a specific starting date and time to be set. The “Start Date Mode” needs to be set to “Specific”.
- Specific Ending DateTime: Allows for a specific ending date and time to be set. The “Start Date Mode” needs to be set to “Specific”.
- The “Configure What Displays In This View” fast tab is used to define what information is displayed in the Graphical Scheduler. By default, the Graphical Scheduler will display production order routing lines of released production orders. Additional entries can be added to display different things. The entries found here are also known as a “data source” of the Graphical Scheduler.
- Code: The code of the entry. These are automatically populated but can be modified. Need to be unique names without any spaces or special characters.
- Update Mode: This field specifies if the data source will be read-only or not.
- Filter: The filters specified will dictate what information is displayed in the Graphical Scheduler. The default fields used by the filter all come from the Production Order header and the Production Order routing lines.
- Table Name: Reference to the main table name for the data codeunit.
- State: This field specifies whether the entry is enabled or disabled.
The “New” action will allow the user to create new data sources for the view. (This is the same action as the “Add a Data Source” action found at the top of the page.) The user will see a popup with some pre-configured data sources to choose from. Here are the available options:
- Finished Production Routing Lines
- Shop Calendar Holidays
- Draggable Released Production Routing Lines
- Work Center Calendar Entries
- All Work Center Load
- Custom Data Source (Advanced)
With the last option listed above, the user can select the “Custom Data Source (Advanced)” option to create a custom data source.
- The “Configure Styles In This View” fast tab allows for customizations to the colors and styles displayed in the Graphical Scheduler for the particular view.
- Sort Order: The colors and styles are applied by using this sort order with the lowest number being applied according to the filter rules.
- Style Name: The name of the style.
- Filter: Defines which records the entry applies to. Any entry added to “Filters” will be added here in this field. See the “Applying a Filter” section in this document for more information.
- Text Color: The color of the text displayed.
- Background Color: The color of the background displayed.
- Border Color: The border color displayed.
- Table Name: Name of the table that this style is intended for.
How to add a view
To demonstrate this, the steps below will create a view to indicate upcoming production with a short time scale and make it read-only to prevent users from changing the schedule of the operations listed.
- Navigate to the “Graphical Scheduler Views” page.
- Click on “+ New” to open a new Graphical Scheduler View card.
- Assign a “No.” for the new view. As soon a value is entered, an entry is automatically created in the “Configure What Displays In This View” fast tab.
- E.g.: “UPCOMING”
- Assign a “Description” for the new view
- E.g.: “Upcoming production”
- Assign a “Default Time Scale” for the new view
- E.g.: “Day and Week”
- In the “Configure What Displays In This View”, there will automatically be an entry that will display the production order routing lines for production orders with a state of “Released”. This entry can be modified, and it is also possible to add additional entries.
- Modify the “Update Mode” to “Read Only”
- There is no requirement to add any entries in the “Configure Styles In this View” Fast tab.
- Close the Graphical Scheduler View card to save it.
Note
Whenever a user selects a view to display in the Graphical Scheduler, if the previous view had something specified in “Default Start Date Formula” and the selected view does not have anything in this field, the initial start date formula of the first view will not be updated.
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