Getting Started

If you do not have a tenant for Microsoft Dynamics 365 Business Central, you can sign up for a free trial.

Once you have completed the sign up and your tenant is up and running, you can add the NAV-X Catch Weights app from the AppSource marketplace. If you have questions about the installation process of an app through Microsoft AppSource, you can find more information on installing apps on the Microsoft Docs site.

Permission Setup

Permissions for the app must be set up before you begin using Catch Weights to ensure that users can access the setup and use the functionality properly. You can find more information under Permission Setups.

Enable Catch Weight Management

When you are on the role center and have not completed the setup for the NAV-X Catch Weights app, you will see a notification asking "Do you want to get started with Catch Weights?". Select Click here to run the setup to begin. Alternatively, you can choose the Tell me what you want to do icon, enter Catch Weight Setup, and then choose the related link.

When you start the Assisted Setup wizard for the first time, the NAV-X End User License Agreement is displayed. Please read the license terms carefully and, if you agree to the terms, please accept them by clicking on Accept. If you do not agree to the license terms, please choose Decline and then uninstall the app from your tenant.

The Catch Weight Setup page contains the key configuration options for the application. The main setting is Enable Catch Weight Management, which must be checked to activate the functionality.

Configure Basic Settings

On the Catch Weight Setup page, you can configure:

  • Enable Catch Weight Management - Activates the catch weight functionality across Business Central
  • Catch Weight Sales Pricing - Determines whether sales prices are based on the base unit or the alternate (catch weight) unit of measure
  • Catch Weight Purchase Pricing - Determines whether purchase prices are based on the base unit or the alternate unit of measure
  • Default Alt. Quantity Tolerance % - Sets the default tolerance percentage for handling quantity variances between base and alternate units

Learn more about pricing options in How to set up pricing for catch weight items.

Set Up Unit of Measure Groups

Define which units of measure can be used as catch weight units across your items. You can organize them into groups and optionally limit which units can be used as catch weights for items assigned to a specific group.

Read more details in the Unit of Measure Groups page or see How to set up UOM groups.

Configure Items for Catch Weights

For each item you want to track in dual units of measure:

  1. Open the Item Card
  2. In the Catch Weights section, select the alternate unit of measure in the Alternate Unit of Measure field
  3. Optionally configure:
    • Catch Weight Sales Pricing - Override the global setting for this specific item
    • Catch Weight Purchase Pricing - Override the global setting for this specific item

Learn more in How to set up catch weights for an item.

Configure Unit of Measure Details

For each item's unit of measure, you can configure:

  • Catch Weight Rounding Type - The rounding method to use for this UOM (Standard, Down, Up, Nearest)
  • Catch Weight Rounding Precision - The decimal places to which quantities should be rounded
  • Catch Weight UOM Group - Link the unit of measure to a group for consistency across items

Next Steps

Once the basic setup is complete, you can start using Catch Weights in your daily operations:

Field Name Translations

If you have users in different languages, you can setup translations for the field names. The current language is always automatically added as a translation. Based on the language defined in your settings in Business Central, the proper translation will be used. If the language isn't defined in the translation, the default language will be used.

Read more details about the Custom Fields Translations Page

Visibility of Fields

If you setup fields, they are always shown by default on specific pages already. However, if you want to add the fields to more pages or remove fields from some pages, you can configure different pages. However, only pages that are shown in the visibility list can be activated.

Read more details about the Custom Fields Visibility Page.

Report Visibility

Some reports have configuration options to allow displaying the fields via a configuration. Read more details about the Custom Fields Report Visibility Page. Following is a list of different reports that can display fields:

See Also