Components

Component

Detail

Model-driven App:

Service

Client Extensions:

Service

Plug-in Assembly:

ByBox.Plugins

Process:

Location sync process trigger Primary

Web Resource:

ByBox_workOrder.js ByBox_googlemap.html

About Entities

Users:

  • This is required to create users in ByBox.

  • Creating a user is required for assigning a resource to a specific Work Order.
  • The User needs to be created in Dynamics application and then synced with ByBox.


Products:

  • This module is required to create a product with a unique product code along with it.
  • Creating a product is required for requesting parts and mapping to a location.
  • The product needs to be created in Dynamics application and then synced with ByBox.


Warehouse:

  • This module is required to list out and display all the locations available in ByBox.
  • Locations with Inventory door will be displayed which is required for mapping to a product and creating a work order for part request.
  • The locations need to be displayed in the Dynamics application and then synced with ByBox.


Work Order:

  • This module is required to create a work order for requesting a product from a particular location.
  • The requested part assigned for a particular location can be removed as well.
  • Once the work order along with the part request is created from the Dynamics application, it is synced with ByBox.


Booking:

  • This module is required for assigning a resource for a particular work order.
  • Once the mapping is done, the assigned resource can pick the part from a particular door.

Setting up ByBox with MS Dynamics

 Set up users

  1. Create user by filling the required s and mark the Is ByBox User as Yes to sync with ByBox.
  2. Once the user is saved and synced with ByBox, the ByBox User last Sync Message is updated to Success.
    The user is now displayed in the ByBox application. 



Set up Product

  1. Create product by filling the required s and mark the Is ByBox Product  as Yes to sync with ByBox
  2. Once the product is saved and synced with ByBox, the ByBox Last Sync Message is updated to Success.
    The product is now be displayed in the ByBox application.

Set up Display and Verify Warehouses:

  1. Custom trigger named as ByBox Locations sync which is under ByBox Configuration and runs every five minutes to get all locations and door from ByBox.
  2. These location and door data from ByBox are inserted into Warehouse entity of Dynamics application.




Assign Product to Door:

A Product need to be assigned to a particular door before requesting a part.

  • Once we map a product to a location/door it will sync with ByBox.
  • The mapping can also be removed from a location/door.
  • Product can be assigned by clicking on the Add Existing Product button.

Set up a Work Order

A work order is created by filling the required general information and then requesting for a product from a particular mapped location.

  • Work order needs to be created for requesting a part from the location assigned.
  • Once the product is selected, selecting one of the marker locations maps the product for it and a request is created and then syncs with ByBox.
  • Select the marker location again removes the mapping from the work order.




 



Book a Resource

You need to assign a resource once work order is created.

  • A Resource booking record is created by filling the required s and scheduling it.
  • Mark the "Is ByBox Resource Synced" Yes to sync with ByBox.
  • Once the record is saved and synced with ByBox, "Is ByBox Resource Synced" is updated to Yes.
    The mapped resource to the work order now displays in the ByBox application.