Use the Floor Setup window to set up how NAV interacts with the Floor application.

To set up Floor

  1. Open the Floor Setup window.

    Navigate to /Departments/Administration/Application Setup/Floor/Floor Setup.

  2. On the General FastTab, enter the following information:

    • Default Place Bin: If the check box is selected, NAV’s pick creation function will pre-populate the Place Bin field on the Floor Warehouse Pick screen. If the check box is not selected, the Place Bin field will remain blank and must be populated by the Floor user.

    • Whse. Shipment Pick Creation: If the check box is selected, in Floor, when a line is opened on the Warehouse Shipments screen,

      • If a pick does not exist, the system generates a new pick directing the user to the multiple bins where the FEFO lots exist in the warehouse.

      • If a pick already exists, the existing pick is opened. If the check box is cleared, in Floor, when a line is opened on the Warehouse Shipments screen, the pick assumes the default bin, and the quantity is automatically registered.

    • Auto-Release Whse Ship on Pick: If the check box is selected, when a Floor user selects a warehouse shipment that has an Open status, the warehouse shipment will automatically be released. If the check box is not selected, a Floor user cannot select a warehouse shipment that has an Open status.

    • Auto-Sort Pick on Creation: Leave this check box blank unless a custom default sort order has been created for you. If this check box is selected, the custom sort order will be used in Floor when creating a pick. If this check box is not selected, a sorting routine is not used in Floor when creating a pick.

    • Do Not Allow Qty. greater than Std. Rep Qty. on Output Journal: Select this check box if you do not want to allow Floor users to post quantities, from the Output Journal screen, that are greater than the value in the Std. Reporting Qty. field on the Item Card window. For example, you may want Floor users to only post one pallet at a time.

    • Auto-Open Quality Audit on Receipt: Select the check box if you want the Floor application to automatically open the newly created quality audit when a receipt is posted and a quality audit is generated.

    • Auto-Open Build Container on Receipt: Select the check box if you want the Floor application to build containers once a receipt is posted. This check box needs to be selected (and Create Containers set to display for the WHRCPT_LINE interface on the Interfaces window) in order for the Create Containers field to be available on the Whse. Receipt Entry screen in Floor.

    • Default Create Containers on Receipt: Select the check box if you want the Floor application to automatically select Yes for the Create Containers field on the Whse. Receipt Entry screen. In order for the Create Containers field to be displayed in Floor, Auto-Open Build Containers on Receipt needs to be checked, and the Create Containers set to display in the WHRCPT_LINE interface.

    • Additional Error Feedback: Select an option to determine if a Floor user receives a pop-up message and/or hears a sound when an error occurs.

      • None: Only the original error message will be displayed.

      • Pop-up: A pop-up message appears with the full error message. The user must tap OK or press <Enter> to continue. Note: Some devices are configured to play a sound when a pop-up opens so you may need to stop the sound through the device's default settings.

      • Sound: A half-second sound is played when the error occurs.

      • Pop-up and Sound: Displays a pop-up message and plays a sound when the error occurs. Note: If your device is configured to play a sound when a pop-up opens, if you select Pop-up and Sound, the user will hear two sounds.

  3. On the Numbering FastTab, enter the following information:

    • Reclass Posting No. Series: Number series that is used when inventory is moved using the Reclass Journal in Floor.

    • Phys. Inv. Posting No. Series: When posting physical inventory, if Floor cannot create a posting number series using the template or batch name, Floor will look to the value in this field in order to assign a number to the physical inventory record.

    • Quality Hold Posting No. Series: Number series that is used when a quality hold is posted from Floor.

    • Family Consumption Posting No. Series: Number series that is used when a family item is consumed from Floor.

  4. On the Interfaces FastTab, enter the following information:

    • Warehouse Pick Interface: Select the type of interface you want to use when processing warehouse picks. Classic is where all of the data entry fields are listed on the screen at the same time. Workflow is where one data entry field is shown at the top of the screen, and you then tab to advance to the next entry field.

    • Warehouse Receipt Interface: Select the type of interface you want to use when processing warehouse receipts. Classic is where all of the data entry fields are listed on the screen at the same time. Workflow is where one data entry field is shown at the top of the screen, and you then tab to advance to the next entry field.

  5. Initialize the interfaces.

    1. Open the Floor Setup window.

    2. On the Home tab, in the Process group, choose Initialize Interfaces.

    3. Select the Replace Existing Interfaces check box if you want to return to the default interfaces. Normally, this check box is left blank.

    4. Select the Show New Fields as Visible check box if you want any new fields to be visible. Normally, this check box is selected.

    5. Click OK.

  6. Click OK.

  7. Reload the Floor interfaces.

    From Floor,

    1. On the Main Menu, tap the Help icon.

    2. Tap Reload Menus and Interfaces.

    3. Tap the Back icon to return to the Main Menu.

Tip

See Also