Running the Shop-Trak Transfer to SyteLine Report

To troubleshoot why transactions aren't transferring to the Unposted Job Transactions form, run the Shop-Trak Transfer to SyteLine Report. This reports lists transactions that remain in the Shop-Trak Edit Transactions form due to an error condition.

To run the report:

Open the Shop-Trak Transfer to SyteLine Report.
To view only specific employees or transactions on the report, specify the Starting and Ending ranges for the Employee and Transaction Number fields. Filtering in this way is optional.
To view all employees and/or transactions on the report, leave the above fields blank.
Click Preview to preview the report in Adobe Reader.
Click Print to send the report to the default printer. The Report Submitted message displays. Click OK.
The report displays the Employee #, Employee Name, Transaction #, Status, and Reason why the transaction did not transfer to the Unposted Job Transactions form. There can be more than one reason for each transaction.
Reason messages:

Another transaction for same job/operation/suffix/emp_num/work_date is open - This could occur because a transaction is split by a lunch or break. The split transaction needs to be ended by the employee. Once the employee ends the transaction, all segments of the transaction will transfer.
Approval Required - The employee's transactions require Supervisory approval.
Cost code is invalid - A valid Project Cost Code needs to be entered on the transaction.
Employee Forgot to Punch Out - The employee forgot to punch out of Shop Floor and the Supervisor needs to adjust the Daily End Time and clear the Forgot to Punchout check box on the Shop-Trak Edit Transactions form.
Employee LOCKED - Action is required to unlock the employee.
Missing SRO Indirect Labor Code - Indirect code of SRO is required in order to collect payroll hours.
Not in selected Range of Job/Suffix - Transaction is not within the Starting and Ending Job ranges specified on the Parameters form Background tab.
Not in selected Range of Work Dates - Transaction is not within the Starting and Ending Date ranges specified on the Parameters form Background tab.
Not in selected Range of Employee Numbers - Transaction is not within the Starting and Ending Employee ranges specified on the Parameters form Background tab.
Not in selected Range of Transaction Types - Transaction is not one of the Transaction Types selected on the Parameters form Background tab.
Not in selected Range of Departments - Transaction is not within the Starting and Ending Dept ranges specified on the Parameters form Background tab.
Not in selected Range of Shifts - Transaction is not within the Starting and Ending Shift ranges specified on the Parameters form Background tab.
Open Lunch or Break - Employee is logged into a lunch or break. The employee needs to log out of the lunch or break.
Open Transaction - The transaction does not have an end time (the employee is still logged in). The transaction needs to be ended by either the employee or the Supervisor.
Pay or Mfg Rates are NULL - Rates are required. The Payroll Rate and Job Cost Rate need to be specified on the Shop-Trak Edit Transactions form.
Run, Setup, Team, Direct or Move Transaction Without a Job Number defined - Job number is required. The Job number needs to be specified for the transaction.
Team Quantities have not been split yet - All team members need to complete Team transactions so that quantities can be split.
Transaction type is a Punchin or Multi-Job - A Multi-Job or Punch In transaction does not have an end time. The transaction needs to be ended by the employee and the Transaction Type and Quantities Complete/Moved/Scrap need to be specified.

Close the form.

Running the Shop-Trak Transfer to SyteLine Report

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