Set up shop floor production

Article • 6/4/2025 • 11 min read

The following steps outline the shop floor production setup.

  1. Select the Search icon , enter Shop Floor Production Setup, and then choose the related link.

It is recommended to use Shop Floor Production (BC) in tablet mode for better performance.

  1. You can set up how a lot number will be assigned to the output lines of a production order when an output is registered on the Shop Floor Production. On the General FastTab, in the Lot No. Per field, choose the relevant option from the dropdown:

    • Production Order: The same lot number will be assigned to all output lines in the production order.
    • Output Journal: A different lot number will be assigned to each output line in the production order.
    • User Defined: This method offers more flexibility. You can manually change the suggested lot number on the Register Output page using the Generate new lot no. button.

    If the Manual Nos. checkbox is selected on the No. Series page of the lot number setup, users can manually edit the lot number on the Register Output page in the Shop Floor Production.

    When an item with a lot number profile is produced, the lot number assigned to the related output lines is based on the lot number profile setup. For more information, see Create Lot No. with Lot No. Profile.

  2. Enter the Date Formula Show Prod. Orders field with the period length. It shows the period length of the production orders to send to the Shop Floor Production. If the field is not filled, the period length of the production orders will be the system date puls one day. This field specifies the period length in which the production orders. Here, you can work with the same date formulas as known within Dynamics 365 Business Central. If this field is not filled, the period length of the production orders is the system date + 1 day.

  3. In the Default No. of Operators field, select the value to update the Operators field value on production orders automatically.

    When changing the Default No. of Operators value, a confirmation dialog appears:

    • Selecting Yes updates the No. of Operators field for all production orders with the status Not Started to the new default value.
    • Selecting No does not update any existing production orders, and the new default value will only apply to newly created production orders.

    When the Concurrent Capacities field is configured with a decimal value on the Prod. Order Routing page, and the Default No. of Operators field on the Shop Floor Production Setup page is set to Concurrent Capacities, the Default No. of Operators field on the Input page will display a value of 0. However, the default value of this field is 1.

  4. In the Job Queue Category Code field, choose the code from the dropdown menu which is used for the Job Task that creates the Quality Checks.

  5. In the Max Recurring Quality Checks field, enter the number of recurring quality checks that may exist with an open status for a production order. When the maximum number is reached, no new recurring quality checks are created for the production order by the Aptean Quality Control extension. If the value entered is zero, then there is no limit to the maximum number of quality checks. The maximum value applies to both trigger actions Recurring (Time) and Recurring (Output Quantity).
    To post the registration entries in Dynamics 365 Business Central, the journal templates for output and consumption are used. For posting time as capacity, the batch names on which the postings takes place must be specified (Output and Error Batch).

  6. In the Display Barcode on Production Order Screen field, select an option from the dropdown to specify the type of barcode to be displayed on the Production Order screen of the Shop Floor Production. The options are:

    • Do not display – In this case, neither barcode nor QR code will be displayed on the Production Order screen.
    • Display Barcode – The barcode will be displayed on the Production Order screen.
    • Display QR Code – The QR code will be displayed on the Production Order screen.

  7. When the Allow Manual Input of License Plate Number toggle is turned on, the License Plate No. field on the Register Output screen of the Shop Floor Production can be entered manually for a license plate tracked item.

Using the manual mode, you can enter any license plate number. Use caution to input accurate information and avoid potential issues.

  1. Turn on the Allow New License Plate in Consumption Correction toggle to specify whether a new license plate can be assigned during consumption correction instead of the license plate used in the original consumption. The system applies the correction to the original license plate and then moves the corrected quantity to the specified license plate.

  2. In the Consumption Correction Reclassification Journal Template Name field, enter or select the name of the journal template used for posting reclassification journal entries related to consumption correction.


    The above toggle and field are visible only when the Aptean Beverage Advanced Warehouse Management extension, Drink-IT Edition, is installed.

  3. In the Output Expiration Date Calc. field, select an option based on which the expiration date is calculated in the Aptean Shop Floor Production. The options are:

    • Routing Start Date – The expiration date will be calculated based on the date value in the Starting Date –Time field of the last routing line in the Prod. Order Routing page associated with the production order line.
    • Posting Date - The expiration date will be calculated based on the system date.
    • Item Expiration Setup - The expiration date is calculated based on the selection made in the expiration setup for specific items. This option is available only when the Aptean Expiration Management extension is installed in conjunction with the Aptean Shop Floor Production extension. To know more, see Item Expiration Setup.

For this functionality, it is important that the Aptean Expiration Management extension is updated to version 2402.0.0.0.

  1. In the Default Report Selection field, select the required option to generate reports. The available options are:

    • Job Card
    • Mat. Requisition
    • Shortage List
    • Batch Worksheet

    The default value is set as Job Card.

    The Batch Worksheet option is visible only when the Aptean Process Manufacturing extension is installed.

  2. In the Auto Refresh Interval field, enter the required time interval in seconds to refresh data on the Shop Foor Production page automatically.

  3. In the Auto Refresh Idle Timeout field, enter the desired idle timeout in minutes, after which automatic refresh will be suspended.

    For more infomation, see Configure auto-refresh settings.

  4. Turn on the Enable SFP in BC toggle to enable the Aptean Shop Floor Production extension features in Business Central and disable the Shop Floor Production Power App.
    For more information, see Migrate from Aptean Shop Floor Production Power App.

  5. On the Posting FastTab, in the Output Journal Template Name field, select the required journal template used for posting output and time entries.

  6. In the Time Entries Journal Batch Name field, select the required journal batch used for posting time entries.

  7. In the Time Entries Error Journal Batch Name field, select the required error journal batch used for storing fault posting lines of the time entries.

  8. In the Consumption Journal Template Name field, select the required journal template used for posting consumption.

  9. Turn on the Post Time Shop Floor toggle to post the time registrations as capacity entries.

  10. Turn on the Restrict Consumption Bin toggle to filter license plate information in the selected bin.

  11. In the Production Registration Entry Nos. field, select the required number.
    This number series will be used when shop floor production registration entries will be created from shop floor production time entries.

  12. In the Capacity Unit of Measure Minutes field, select the required Unit of Measure Code.
    This is the Unit of Measure Code which reflects the minutes setting. The time duration in the time registrations from the Shop Floor Production are in minutes.

  13. Turn on the Auto Print Label on Output Registration toggle.
    The system will automatically select the Print Label checkbox on the Output Registration page, ensuring labels are printed upon output registration. If you prefer not to print labels automatically during production, you can manually deselect the checkbox during output registration.

  14. In the Consumption Correction Destination Bin field, select the required value. The available options are:

    • Component Bin: Returns the product to the bin defined on the production order component line.

    • Original Bin: Returns the product to the bin from which it was most likely consumed. The system uses a best-match approach to determine the bin, based on attributes such as item number, variant code, lot number, location code, and production order details on the Warehouse Entries page. While the selected bin is typically accurate, this method does not guarantee an exact match to the original bin used during consumption.


    If the Restrict Consumption Bin toggle is turned on, you cannot change the Consumption Correction Destination Bin field value. The system defaults to the Component Bin option. You must turn off the Restrict Consumption Bin toggle to make changes in the Consumption Correction Destination Bin field.

  15. On the Batching FastTab, turn on the Default Batch Consumption Quantity toggle to auto-populate the batch quantity of the component during input registration on the shop ploor production.

  16. Turn on the Default Batch Output Quantity toggle to auto-populate the batch quantity of the production order line during output registration on the shop floor production.

  17. In the Batch Consumption Quantity Warning field, you can specify whether to display the warning message if the entered consumption quantity does not match the defined batch quantity for the component line.

  18. In the Batch Output Quantity Warning field, you can specify whether to display the warning message if the entered output quantity does not match the defined batch quantity for the production order line.

  19. In the Batch Qty. Rounding Precision field, enter the number of decimal places to round batch quantities, which will be displayed on the corresponding pages related to the shop floor production process.

    The rounding precision applies to the batch quantity fields across the following pages:

    • Production order list
    • Input list
    • Register Input
    • Register Output

    • Enter a value between 0 and 5 decimal places. Common values include 0 (no decimal places), 0.1, 0.01, 0.001, 0.0001, and 0.00001. A value of 0 will set the rounding precision to the highest level (for example, 0.00001).
    • The rounding precision does not apply to the default value of the Quantity (UOM) field on the Register Input page.

  20. On the Shop Floor Production Setup page, turn on the Input Screen Default In Batch View toggle. Open the Input page with Batch View toggle turned on by default.

On the shop floor production Input page, when the Batch View toggle is enabled, the system calculates the Planned Batches, Registered Batches, and Remaining Batches fields based on the Batch Qty. Rounding Precision field configuration on the Shop Floor Production Setup page. These calculations are no longer derived from the Rounding Precision field value specified on the Item Card page.

You can manually register the consumption on the Input page when the Flushing Method field of the item is set to Backward on the Prod. Order Components page.

You can edit Lot No. field value on the Register Output page when the Lot No. Profile is defined on the Item Card page and the Lot No. Per field is set to User Defined on the Shop Floor Production Setup page.

  1. Use the Utilize Graph API for SharePoint connection toggle to choose between using delegated permissions and application permissions via the Graph API. The system uses delegated permissions by default, but you can switch to application permissions based on your requirements.
    Refer to the following points to understand the difference between delegated and application permissions.

    • Delegated Permissions: SharePoint is accessed on behalf of the signed-in user. The user must have direct access to the SharePoint site and its contents.
    • Application Permissions: SharePoint is accessed independently of the signed-in user, using a registered app. The app must have permission to access the SharePoint site, even if the user does not.

    If the toggle is turned on, the system retrieves work instructions using the Graph API. Changing the connection method clears existing SharePoint connection information.
    If the toggle is turned off, the system retrieves work instructions using the existing SharePoint connection.

    • This toggle is visible only when the Enable SFP in BC toggle is turned on.
    • Always run the Work Instruction Connection Assisted Setup wizard after switching to application permissions to re-establish the SharePoint link.

  2. On the Work Instructions FastTab, in the Client ID field, enter the unique identification number assigned to the application user.

  3. In the Client Secret field, enter the secure credentials applications to authenticate and authorize access to Azure resources.

  4. In the Site URL field, enter the webpage address used for the login process.

  5. In the Document Library Name field, enter the document library name containing the work instruction PDFs or specify where you want to store them.
    For more infomation, see Set up work instructions in shop floor production.