Shop-Trak Defining Background Parameters

Use the Background tab of the Shop-Trak Parameters form to define options on how Shop-Trak Background Polling automatically transfers and posts transactions to Infor SyteLine.

To define Background parameters:

Open the Shop-Trak Parameters form.
Click the Background tab.
Specify this information:

Polling Controls

Polling Enabled - Select this check box to enable Background Polling. Enabling this field creates an SQL job on the SQL server. The SQL Server Agent must be running to start the polling.
Daily Start Time - Specify (in Military format) the time you want Background Polling to begin. Polling will start as soon as the SQL server reaches the start time.
Daily End Time - Specify (in Military format) the time you want Background Polling to stop.
Frequency - Specify how often in minutes you would like Background Polling to run (use whole integers only). The Frequency can be set and maintained to accommodate the transition of organizations from batch related systems to real-time.
Last Polling - This field is read-only and displays the last date and time Background Polling ran.
Transfer to SyteLine Unposted - This check box will be selected by default upon installation of Shop-Trak. It allows Background Polling to automatically do the following when the Transaction Type is enabled in the Transfer/Post Options box:

Transfer Run, Indirect, Setup, Move, and Direct transactions from the Shop-Trak Edit Transactions form to the Unposted Job Transactions form.
Transfer Project transactions to the Project Labor Transactions form.
Post Work Center Transactions to Infor SyteLine.
Transfer Service Repair Orders to the SRO Transactions form.

Transfer to SyteLine Locked - If a circumstance arises that locks the Background Polling, this field will become checked. To unlock Background Polling, click Unlock. You can use the Background Polling Log to monitor Background Polling activity. If polling becomes locked, a message displays in the log.

Posting Controls

Post Unposted Transactions - This field determines which transactions to post from the Unposted Job Transactions and Project Labor Transactions forms.

N (None) - Select N to have no transactions post. Transactions will accumulate until manually posted.
A (All) - Select A to have all transactions post (both transactions transferred automatically from Shop-Trak and those entered on the Unposted Job Transactions form).
O (Only) - Select O to post only those transactions that transferred automatically from Shop-Trak using Background Polling.

Issue to Parent - This field determines when to issue completed quantities from the sub-job to the parent job.

A (Always) - Select A to always issue completed quantities to the parent job when the sub-job completes.
N (Never) - Select N to never issue completed quantities to the parent job; sub-job quantities will go to inventory instead.
B (According to BOM) - Select B to issue quantities according to the parent's Bill of Materials (BOM). The parent is checked to see if it is set to backflush. If the parent is set to backflush, the completed quantities on the sub-job will not issue to the parent. If the parent is not set to backflush, the completed quantities on the sub-job will issue to the parent.

Post Project Transactions - Select this check box to automatically post Project transactions or leave the box cleared to post Project transactions manually. If Project transactions post automatically, the Project Transactions Report will not print.
Post Complete Trx's - Select this check box to indicate if Complete transactions should be posted to Infor SyteLine. A Complete transaction is one in which the transaction's Operation Complete and/or Job Closed have been set to Yes. When you select the Post Complete Trx's check box, both completed and non-completed transactions will post. If this check box is not selected, only transactions that do not complete the job or operation will post.
Post Negative Inventory - Select this check box to allow the Material quantity on hand to become negative after the posting of a transaction. If this check box is not selected, a transaction that will result in negative on-hand quantities will not post.

Transfer/Post Options

Transaction Types - Run, Setup, Indirect, WIP Move, Service Repair Order, Project, Team, Work Center, and Direct. Select the check boxes of the Transaction Types you want to transfer and post to Infor SyteLine. Any combination is valid.
Employee Types - Hourly, Non-Employee, or Salaried. Select the check boxes of the Employee Types you want to transfer and post to Infor SyteLine.
Ranges - Specify the Starting and Ending Job, Date, Employee, Dept, and Shift of the transactions you want to transfer and post to Infor SyteLine. This is useful when first installing Shop-Trak to verify procedural accuracy before establishing them company-wide. Leaving the fields blank will transfer and post all transactions not previously filtered out.

Background Task Submission

This section contains settings for inventory and material transactions (JIT, Job Material, Prod Sched Complete, and Work Center Material) processed by Infor Framework TaskMan.

User ID - Select the SyteLine User ID that you want to associate with these transaction types. If no user is specified, this field defaults to SA.

Post Pending Inventory & Material Transactions

These check boxes will be selected by default to post pending inventory and material transactions automatically:

Job Material Transaction
Just in Time Production Transaction
Work Center Material Transaction
Production Schedule Transaction

To prevent automatic posting, clear any or all of the check boxes. Clearing the check box will hold the transactions in the associated Shop-Trak pending inventory or material transactions form until they are manually resubmitted.

IMPORTANT: It is recommended that you have employees log out of Shop-Trak before changing this parameter. Otherwise, transactions might not post as expected.

Save your changes and close the form.

Shop-Trak Defining Background Parameters

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