The VisionScan Setup page holds the central configuration for the extension. You configure it once when you install VisionScan, and revisit it when you add a new area such as project usage or location transfers. The page is organized into groups that match the app's areas: general product search, sales, purchase, jobs, locations, and the integration with the VisionScan website.

Publish the web service

Before the app can reach Business Central, you must publish the web service the VisionScan website calls.

  1. Choose the Search icon, enter VisionScan Setup, then choose the related link.
  2. Choose the Setup Web Service action. This publishes a tenant web service named VisionScan.

Re-running the action after an upgrade is safe.

Tip

Choose the What's New action on the setup page at any time to open the changelog and see recent updates and new features.

General

Controls how the app searches for products and whether inventory is shown.

Field Description
Item Filter A filter that limits which items the app user can search within. Use standard Business Central filter syntax.
Location Filter Limits which locations the app user can select among.
Bar Code No. Series The number series used when creating bar codes from the batch job.
Max Rows to Return The maximum number of rows returned to the app. Reduce this if performance is low.
Wildcard Search Products Turn on to search items anywhere in the field. When off, the system filters on the beginning of the field, which is faster on large catalogs.
Search Products by Serial No. Turn on to search products using the serial no. on item ledger entries. To maintain performance, ensure an index exists on the serial no. field.
Show Inventory Turn on to display the calculated inventory when counting.

Sales

Controls the sales shipment and sales return experience.

Field Description
Sales Order Filter Determines which sales orders the app user can select between.
Sales Order Line Filter The filter set on the sales order lines when an order is loaded in the app.
Sales Return Order Filter Determines which sales return orders the app user can select between.
Sales Return Order Line Filter The filter set on the sales return order lines when a return order is loaded in the app.
Wildcard Search Customers Turn on to search customers anywhere in the field. When off, the system filters on the beginning of the field.
Check Outbound Tracking Turn on to validate outbound tracking against inventory — for example, the serial no. must exist.
Sales Order Automation Determines what happens when the app user submits a sales shipment: leave it for posting in Business Central, post it, or post and print.
Update Sales Posting Date Turn on to set the posting date to today's date before posting.
Reset Qty. to Ship on Save Turn on to reset Qty. to Ship to zero before the saved data from the app is written.
Qty. to Invoice Sales Determines whether Qty. to Invoice is set to zero or to the Qty. to Ship.

Purchase

Controls the purchase receipt experience. The fields mirror the Sales group.

Field Description
Purchase Order Filter Determines which purchase orders the app user can select between.
Purchase Order Line Filter The filter set on the purchase order lines when an order is loaded in the app.
Wildcard Search Vendors Turn on to search vendors anywhere in the field. When off, the system filters on the beginning of the field.
Purchase Order Automation Determines what happens when the app user submits a purchase receipt: leave it for posting, post it, or post and print.
Update Purchase Posting Date Turn on to set the posting date to today's date before posting.
Reset Qty. to Receive on Save Turn on to reset Qty. to Receive to zero before the saved data from the app is written.
Qty. to Invoice Purchase Determines whether Qty. to Invoice is set to zero or to the Qty. to Receive.
Save Photo Doc. on Vendor Turn on to also store photo documentation taken on purchase documents on the vendor.

Jobs

Configure these fields only if users register project usage from the app.

Field Description
Job Filter A filter that limits which projects the app user can search within.
Wildcard Search Jobs Turn on to search jobs anywhere in the field. When off, the system filters on the beginning of the field.
Job Journal Template The job journal template used for job usage.
Job Journal Batch The job journal batch used for job usage.
Default Job Journal Line Type The default line type used for job usage when the app creates the job journal lines.
Auto Post Usage Turn on to post job usage automatically, or leave it off to keep the lines in the job journal.
Use Handover To Turn on to require the app user to enter who the products are handed over to.

Locations

Configure these fields only if users transfer stock between locations from the app.

Field Description
Item Journal Template The item journal template used for location transfers.
Item Journal Batch The item journal batch used for location transfers.
Auto Post Location Transfer Turn on to post location transfers automatically, or leave it off to keep the lines in the item journal.

Integration

Connects the Business Central extension back to the VisionScan website. Used to display photos stored on the website.

Field Description
Api Key The API key used to authenticate calls to the VisionScan website from Business Central.
Url The URL to the VisionScan website. Used to create users from Business Central and to show photos.