The shop floor overview in Microsoft Dynamics 365 Business Central lets you apply a location filter that controls which operation lines and production order lines you see. You set the filter in the capacity load setup, not based on the user resource number, because you do not log in to the overview itself.
When you set a location filter, for example to a WMS location, the overview shows only the operation lines and production order lines for that location. The filter also applies when you export capacity to Excel and when you update capacities.
If you want the people working on the shop floor overview to see only their own location, set up the location filter in the capacity load setup for them.
How the location filter works in the shop floor overview
The location filter in the shop floor overview relates to the location you set up, not to the user resource number. The reason is simple: you do not log in to this overview view, so it cannot tie the filter to a logged-in user resource.
In a typical example, you have a location code such as Basic and a WMS Center showing on the operation lines, both with the location code Basic. If you scroll through the lines without applying any filter, you see all locations, for instance both Basic and the WMS Center on the operation lines.
Setting up the location filter in the capacity load setup
You add the location filter from the capacity load setup. From there you choose the location you want to work with, for example a WMS location.
Once the filter is set, the shop floor overview shows the filter on the WMS location across both the operation lines and the production order lines. Only the data for that location appears.
The location filter also applies to capacity export and updates
The location filter is not limited to what you see on screen. It also applies when you export capacity to Excel and when you update capacities. The same location scope follows through both actions.
What to do for shop floor users
If you have people who work in the shop floor overview and should only see their own location, set up the location filter for them in the capacity load setup. That keeps their view focused on the operation lines and production order lines that are relevant to them.
Q&A
Why doesn’t the location filter in the shop floor overview relate to the user resource number?
Because you do not log in to the shop floor overview view itself. Without a logged-in user resource, the filter cannot be tied to a user resource number, so it relates to the location you set up instead.
Where do you set up the location filter for the shop floor overview?
You set it in the capacity load setup. From there you select the location you want to filter on, for example a WMS location.
Does the location filter affect the capacity export to Excel?
Yes. The location filter applies both when you export capacity to Excel and when you update capacities, in addition to filtering the operation lines and production order lines in the overview.
What does the location filter affect in the shop floor overview?
It filters both the operation lines and the production order lines so that you only see the data for the location you selected.