Shop-Trak Setting Up an Employee to Perform Backflushing of Lots & Serials

This topic describes how to set up an employee to perform backflushing of lot and serial tracked materials from Shop-Trak Shop Floor.  

Specify the information described below on the Inventory Parameters, Items, Shop-Trak Employee Profile, and Shop-Trak Work Center Profile forms.

Inventory Parameters Form

1. Open the Inventory Parameters form.
2. On the General tab, select the On Hand Neg Flag check box.
3. On the Control tab, select one of the following, or both:

• Backflush Lot Numbers check box
• Backflush Serial Numbers check box

4. Save changes and close the form.

 Items Form

1. Open the Items form.
2. Click the Controls tab.
3. Select the Backflush check box.
4. The Backflush Location can be selected here but is not required.  The standard Infor SyteLine Backflushing Hierarchy is used to find the backflush location.  For more information, please refer to the About Backflushing Materials topic in the Infor SyteLine Online Help.  

NOTE:  Backflushing will only use inventory from the Default Warehouse identified on the Control tab of the Inventory Parameters form.

5. Save changes and close the form.

Shop-Trak Employee Profile Form

1. Open the Shop-Trak Employee Profile form.
2. Click the General tab.
3. Select the Backflush Lots/SNs check box to display the Backflush Lot & Serial button on the Materials tab in Shop-Trak Shop Floor.  Clicking this button will display the Select Backflushed Lots and Serial Numbers form in Shop-Trak Shop Floor.  The employee can then access this form if the requirements for the lots and serials were not fulfilled at the time the transaction was ended.  Transactions will remain in this form until the lot or serial fulfillment is complete.
4. If you want to allow the employee to perform backflushing for transactions created by any employee, click the Controls tab and select the Backflush Administrator check box.  Clearing this check box allows the employee to perform backflushing only on transactions they create.
5. Save changes and close the form.

Shop-Trak Work Center Profile Form

1. Open the Shop-Trak Work Center Profile form.
2. Add a new record for the work center where the backflushing will be performed.

NOTE:  This is the work center where the completed pieces are being reported.  This may or may not be the work center of the operations where the backflushed materials exist.

3. Click the Controls tab.

4. In the Backflush Required field (applies to Run, Setup, and WIP Move transactions only), specify when the assigning of lots or serials can be performed:   N (Never), P (Prompt), or R (Required).

• N (Never) - Select N to never prompt the employee to select lots and serials when entering or completing a transaction in this work center.  The transaction is sent to the Select Backflushed Lots and Serial Numbers form in Shop-Trak Shop Floor.  Transactions remain in this form until the lot or serial number fulfillment is complete.  The backflushing requirements are performed at a later time.  This is the default setting for any pre-existing work center profiles.

NOTE:  Due to the method Shop-Trak uses to split quantities complete to each team member, Team work centers always default to N (Never).  Team transactions always go to the Select Backflushed Lots and Serial Numbers form in Shop-Trak  Shop Floor for lot and serial assignment.  The Team Leader will not be allowed to select the lots and serials at the time the Team transaction is ended. 

• P (Prompt) - Select P to prompt the employee by displaying the Backflushed Lot and Serial Number Selection form.  Partial or full completion of the backflushing requirements can be performed.  The employee can also choose to send the transaction through without selecting any lots or serials.  If the full backflushing requirements have not been met, the transaction is saved to the Select Backflushed Lots and Serial Numbers form for the backflushing to be performed at a later time by a Supervisor or Backflush Administrator.
• R (Required) - Select R to require the employee to fulfill all the lot and serial number assignments prior to completing the transaction.  The employee is not allowed to leave the form until all backflushed materials' lots and serials are selected.  If there are not enough lots or serial numbers available in inventory, the employee is not able to end the transaction until the quantities available in inventory are adequate to fulfill the backflushing needs.  The employee will need to address the situation with a Supervisor and correct the inventory condition in Infor SyteLine in order to proceed.  Transactions that have all the lots or serials assigned at the time the employee ends the transaction will then transfer and post to Infor SyteLine.

5. Save changes and close the form.

Related Topics

Shop-Trak Backflushing of Lots & Serials Overview

Shop-Trak Setting Up the Employee Profile - General Tab

Shop-Trak Work Center Profile

Shop-Trak Editing Transactions

Shop-Trak Reviewing Pending Inventory & Material Transactions