Work instruction worksheet and migration

Shop Floor Production (BC)  •  Article  •  11/6/2025  • 

Work instructions help ensure accuracy in production processes. In Business Central, you can manage these documents by uploading them to SharePoint or directly through the work instruction worksheet. The following sections describe how to upload, identify missing, and migrate work instruction files, ensuring all documents are properly linked to their respective items and work centers.

Upload work instructions to Business Central or SharePoint document library

You can upload the work instructions files to Business Central by following the steps below.

  1. Select the Search icon , enter Work Instruction Worksheet or WIW, and then choose the related link.
    The Work Instruction Worksheet page opens.
  2. On the action bar, select Upload Attachment.
    You can select the required file from the device and upload the attachment to SharePoint.
  3. In the Work Center field, select the required work center number associated with the work instruction.
  4. In the Item field, select the item number from the dropdown for which the work instruction is displayed.


When you execute the Edit in Excel action, the work instruction worksheet data opens in an Excel file. You can modify the item number, additional description, and work center details, but you cannot add new records or delete existing ones. For more information, see Edit data in Excel.

Once configured, the system automatically saves these instructions to the designated SharePoint site and folder, as specified on the Shop Floor Production Setup page.

Alternatively, you can upload the PDF files directly to the designated SharePoint site and folder. Once the files are uploaded, open the Work Instruction Worksheet page in Business Central. The system will display all the documents stored in the SharePoint folder, allowing you to apply the necessary work center and item filters.

The work instructions associated with the work center or item can be viewed on the Instructions page from the Production Order start page.

For more information about the service limits in SharePoint for Microsoft 365, see SharePoint limits.

Identify missing work instruction files

The work instruction worksheet is used to upload and manage work instructions in SharePoint. If a work instruction file is deleted from SharePoint, its mapping data remains in the worksheet. The system highlights these records in red to help you quickly identify and manage missing files. You can then choose to remove the missing records either manually or automatically.

To identify and remove missing work instruction files, follow these steps:

  1. On the Work Instruction Worksheet page, select the desired record.

  2. On the action bar, select Delete Attachment to remove the record from Business Central.
    It only removes the mapping data from Business Central and does not affect SharePoint.


    If the record has a matching document in SharePoint, executing the Delete Attachment action also deletes the document from SharePoint. If the file is missing from SharePoint, this action has no effect on SharePoint.

  3. Select Resolve Instructions.
    A confirmation message appears, stating the number of missing records found.
  4. Select Yes to remove all missing records from the mapping table.

Migrate work instruction documents from the SFP Power App

To transition from Shop Floor Production Power App work centers to Business Central, it is crucial to configure the work instructions within Business Central. All existing PDF work instruction files must be consolidated into a single SharePoint folder (the document library folder) specified on the Shop Floor Production Setup page.

During the migration process:

  • Gather all the work instruction PDFs currently used in the Shop Floor Production Power App. Ensure that these files are organized and labeled appropriately for easy identification.
  • Manually upload all the collected PDF files into a single folder within SharePoint. The folder should match the one specified on the Work Instructions FastTab of the Shop Floor Production Setup page in Business Central. This step is crucial, allowing the system to locate and associate the work instructions files.
  • After uploading the files to SharePoint, open the Work Instruction Worksheet page in Business Central. The system will display all the documents stored in the specified SharePoint folder. You can assign the appropriate work center and item filters to each file, ensuring the instructions are correctly linked to the corresponding work centers and items in Business Central.