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Setting up ShopFloor
Application setup » Setting up ShopFloor
Setting up ShopFloor Setting up ShopFloor comprises more menu options you will find below.
ShopFloor Main setup
Application setup » Setting up ShopFloor » ShopFloor Main setup
ShopFloor main setup The ShopFloor main setup consists of several run parameters to be adjusted. !Whenever a parameter or setting is changed you must always close the ShopFloor client if running, and start it again to reflect any new settings. Logically these…
ShopFloor Resource setup
Application setup » Setting up ShopFloor » ShopFloor Resource setup
ShopFloor resource setup Decisions on how to operate the individual work centers and machine centers during execution. Chose (Check mark if positive): Shall it be possible to override job ending time with a user-entered ending time? Shall it be possible to…
ShopFloor Messages setup
Application setup » Setting up ShopFloor » ShopFloor Messages setup
ShopFloor Messages setup The application message texts on the display can be changed by editing the texts.
Un-install the ShopFloor .NET client
Installation of applications » Un-install » Un-install the ShopFloor .NET client
Un-install the ShopFloor .NET client Go to Add/remove programs/functions on the PC and “Remove NAVEKSA SHOPFLOOR”
Printed documents from the ShopFloor client
Application setup » Setting up ShopFloor » Printed documents from the ShopFloor client
Printed documents from the ShopFloor client Various reports can be printed when working off the ShopFloor Operator client. Also printing can be directed from a specific user terminal to a specific user printer. You can read about how to do this here. !Please notice…
Upgrade the ShopFloor .NET client to a newer version
Installation of applications » Upgrade » Upgrade the ShopFloor .NET client to a newer version
Upgrade the ShopFloor .NET client to a newer version We have 2 different ways to update the ShopFloor Operator Client. 1) Upgrade using ShopFloor Setup. Create a network folder where you place the latest version of the ShopFloor client files. Remember to either…
ShopFloor Absence code setup
Application setup » Setting up ShopFloor » ShopFloor Absence code setup
ShopFloor Absence code setup Here you setup your company’s absence codes. The external code refer to a payroll code.
ShopFloor – Calendar setup
Application setup » Setting up ShopFloor » ShopFloor – Calendar setup
ShopFloor – Calendar setup The ShopFloor system is delivered with a TA (Time & Attendance) system for recording attendance transactions. No matter if you want to use the TA/Payroll functions or not, you must carry out one thing to make the ShopFloor system…
ShopFloor – Headings setup
Application setup » Setting up ShopFloor » ShopFloor – Headings setup
ShopFloor – Headings setup If you want field text on the display can be changed by editing the texts to suit your needs.
ShopFloor – Select fields
Application setup » Setting up ShopFloor » ShopFloor – Select fields
ShopFloor – Select fields Choosing Fields for the Operator ShopFloor Screen A number of fields (columns) are available on the operator screen. Usually it is possible to choose BC / NAV fields on and off on a certain line. This feature is not present on the…
Setting up Shopfloor Attributes
Application setup » Setting up ShopFloor » Setting up Shopfloor Attributes
Settting up ShopFloor Attributes You can use Attributes to supply the operator system with additional information from Business Central. This function can use basic attributes set up on the items and specific attributes set up on the operations in the ShopFloor…
Setting up ShopFloor Quality control
Application setup » Setting up ShopFloor » Setting up ShopFloor Quality control
Setting up ShopFloor Quality control Read about setting up quality control by clicking here
ShopFloor Employee & resource setup
Application setup » Setting up ShopFloor » ShopFloor Employee & resource setup
ShopFloor Employee & resource setup For each production resource you must decide, whether this resource shall show up in the ShopFloor client (Show in ShopFloor). You must decide, if the machine center or operator cost price shall be used in the output journal…
ShopFloor MES client objects and client configuration
Installation of applications » ShopFloor MES client objects and client configuration
ShopFloor MES client objects and client configuration * In order for ShopFloor to work in an on-premise installation, web services has to be installed and configured, Also a Windows user with web services access must be created. Please verify that you can connect…
Adding your own user fields in ShopFloor
Additional features » Adding your own user fields in ShopFloor
Using your own user fields in ShopFloor As a customer you may need to add some company specific information to a scheduled production order operation line with the purpose of selecting a proper production family (delimiting all 5 mm raw material plate thickness…
Un-install the application
Installation of applications » Un-install » Un-install the application
Un-install application OnPremise C/AL As the NAVEKSA solution does not modify any standard BC / NAV objects, the un-install process can be made by deleting the NAVEKSA objects (Object range 6170xxx) Un-install application OnPremise AL / Cloud SaaS Use the standard…
The NAVEKSA setup menu
Application setup » Setting up ShopFloor » The NAVEKSA setup menu
The NAVEKSA setup menus
Upgrade to a newer version
Installation of applications » Upgrade » Upgrade to a newer version
Upgrade to a newer version OnPremise C/AL As general the NAVEKSA table data are not changed in new versions. As a consequence no specific upgrade is required. All you need to do is to install the new *.fob objects. Exceptions in 8.08.02 in table 6170496 2 fields…
Downloading the applications for installation
Downloading the applications for installation
Downloading the applications NAVEKSA installation package: The applications can be downloaded from a Dropbox folder. Please contact NAVEKSA writing a short e-mail to us with a clear description of the NAV /365 BC version you want. Write to this e-mail address:…
Setting up the first time
Application setup » Setting up ShopFloor » Setting up the first time
Setting up the first time A NAVEKSA solution is delivered with a default initial setup, so it is ready to run. But in addition to this, you must run the first time setup menu items to initiate a few things. Navigate to Setup on the main menu, and run initiate below…
Setting up the use of barcodes
Application setup » Setting up ShopFloor » Setting up the use of barcodes
Setting up barcode use To activate the use of bar coded functions in ShopFloor you must activate the “Use barcode reports” in the ShopFloor setup. Activating this enables all functions – printing labels and functions.
How to work with CAD Excel output files
Application setup » Setting up CadConnect » How to work with CAD Excel output files
How to work with CAD Excel output files Based on your CAD system you must define how the CAD output shall be interpreted when importing in CadConnect. Read more at: How to work with CAD Excel output files
Upgrade tools from NAV with NAVEKSA solutions to BC
Installation of applications » Upgrade » Upgrade tools from NAV with NAVEKSA solutions to BC
NAVEKSA-modules. Data-migration from C/AL to BC-AL The migration-tool consists of two elements: 1. An export-function to be installed in and executed from the old C/AL-development environment 2. A standard function in the NAVEKSA BC-Apps to import the data into…
System requirements for running NAVEKSA solutions
System requirements for running NAVEKSA solutions
System requirements for running NAVEKSA solutions NAVEKSA solutions are manufacturing add-on solutions for Microsoft Dynamics NAV and Dynamics 365 Business Central -On-premise C/AL or AL or Cloud via AppSource. BC / NAV license must be an Extended version running on…
Setting up MakeToOrder
Application setup » Setting up MakeToOrder
Setting up MakeToOrder MakeToOrder is delivered with a standard Roles which you can select from standard setup “My Settings” However, the only function in the MakeToOrder Role is the Setup, so you might as well keep you normal role and simply search…
Setting up Time & Attendance
Application setup » Setting up Time & Attendance
Setting up Time & Attendance Setting up Time & Attendance requires 3 steps to be taken. Initially answering the setup display: The system has got the following setup fields: List Absence Codes If this code is active, you have to specify a code when clocking…
Installation procedure
Installation of applications » Installation procedure
Dynamics 365 Business Central / Dynamics NAV On-Premise objects C/AL objects !If you have not already got a download link, then ask us for it now. Please send a mail to: info@naveksa.com with a clear description of the BC / NAV version you want to download…
Installation procedure – Cloud (SaaS) user setup
Installation procedure – Cloud (SaaS) user setup
Installation procedure – Cloud (SaaS) Team member user setup !Microsofts policy is that the application need to run with user impersonation authentication, thus requiring a limited user license per ShopFloor client. To be able to run the ShopFloor Operator…
Installation procedure – client – 365 Business Central Cloud
Installation of applications » Installation procedure – client – 365 Business Central Cloud
Installation procedure – client – 365 Business Central Cloud In order to get the full benefit of NAVEKSA ShopFloor you have to install our ShopFloor MES Client for the operators. This is a stand alone Windows Executable program. Contact NAVEKSA for…
Introducing Installation & setup
Introducing Installation & setup
Introducing Installation & setup A NAVEKSA application is easy to install. Pre-requisite is that your BC / NAV license file permits running NAVEKSA objects. Import the BC / NAV objects (a .fob file) and compile the imported objects. And if you also need to install…
Synchronize BC / NAV capacities
Application setup » Setting up ShopFloor » Synchronize BC / NAV capacities
Synchronize BC / NAV capacities First time setup: On ShopFloor main setup select the button “Setup resources” to synhcronize the NAV capacity resources (machine and work centers) to ShopFloor resources. Whenever you change/create/delete a BC / NAV…
Troubleshooting
Installation of applications » Troubleshooting
Troubleshooting Should you have any problems by constructing the name of the web service, you can look it up in the event log after Error messages. If you cannot access your web service in a browser with the user credentials used for the ShopFloor Client Setup,…
Configuring OAUTH in AZURE AD
Configuring OAUTH in AZURE AD
Configuring OAUTH in AZURE AD and Business Central Cloud Read the document: OAUTH konguration document
Setting up CadConnect
Application setup » Setting up CadConnect
Setting up CadConnect To get access to the different parts of the CadConnect Setup, the easiest way is to select and use the NAVEKSA CadConnect Adm Role in “My Settings” Setting up CadConnect is done from a few different Menu items found in the Main…
Setting up ItemPlanning
Application setup » Setting up ItemPlanning
Setting up ItemPlanning To get access to the ItemPlanning Setup, the easiest way is to select and use the NAVEKSA ItemPlanning Adm Role in “My Settings” Setting up ItemPlanning is done from the Menu items found in the Main menu of ItemPlanning under…
Enhanced drawing location function
Application setup » Setting up ShopFloor » Enhanced drawing location function
Enhanced drawing location function Enhanced drawing location functionality: The enhanced drawing location functionality is an improvement of the existing functionality which is working as in previous versions. The new functionality includes support for drawings in…
Assigning CadConnect Permission Sets
Application setup » Setting up CadConnect » Assigning CadConnect Permission Sets
Assigning CadConnect Permission Sets CadConnect is delivered with a single Permission Set that gives the necessary access to the different data tables and functions in CadConnect. This Permission Set must be added to all BC users, that is going to use…
Assigning ItemPlanning Permission Sets
Application setup » Setting up ItemPlanning » Assigning ItemPlanning Permission Sets
Assigning ItemPlanning Permission Sets ItemPlanning is delivered with a single Permission Set that gives the necessary access to the different data tables and functions in ItemPlanning. This Permission Set must be added to all BC users, that is going to use…
Assigning MakeToOrder Permission Sets
Application setup » Setting up MakeToOrder » Assigning MakeToOrder Permission Sets
Assigning MakeToOrder Permission Sets MakeToOrder is delivered with a single Permission Set that gives the necessary access to the different data tables and functions in MakeToOrder. This Permission Set must be added to all BC users, that is going to update…
Before you begin
Before you begin
Before you begin You operate this manual by: Using the TOC – Table of content Expand / Collapse topics in table of content Using the Next / Previous at the end of each topic Using the subject direct links for further information When you hoover over a picture…
Installation procedure – Apps
Installation of applications » Installation procedure – Apps
Installation procedure – Apps 1. Download the apps from the dropbox folder 2. Open Powershell ISE as an administrator 3. Publish, sync and install the app as per standard BC – example script is in the dropbox folder. 4. Open Business Central and run the first…
Using CadConnect Roles
Application setup » Setting up CadConnect » Using CadConnect Roles
Using CadConnect Roles CadConnect is delivered with two standard Roles which you can select from standard setup “My Settings” The difference between the two Roles is that the Adm Role has menu items for everything in CadConnect whereas the User Role…
Using ItemPlanning Roles
Application setup » Setting up ItemPlanning » Using ItemPlanning Roles
Using ItemPlanning Roles ItemPlanning is delivered with two standard Roles which you can select from standard setup “My Settings” The difference between the two Roles is that the Adm Role has menu items for everything in ItemPlanning whereas the…
Regular technical operating routines – House-cleaning
Regular technical operating routines – House-cleaning
Operating routines – technical Operating procedures for 365 Business Central: “House-cleaning” Search for the term “job q” using the search function. Make sure that the job “NAVEKSA SFS – DLS clean up” is…
Back up and restore procedures
Installation of applications » Back up and restore procedures
Back up and restore procedures Standard BC / NAV back up and restore procedures is to be followed.