Shop-Trak Defining Main Parameters

Use the Main tab of the Shop-Trak Parameters form to specify the type of labor transactions to be collected, the options to display in Shop-Trak Shop Floor, and how materials will move between operations.

To define Main parameters:

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

Available Menu Options

Available Menu Options

Specify which transaction types and option buttons will be available on the Labor, Materials, and Info tabs in Shop-Trak Shop Floor. All or any combination of these options are valid. These settings will apply to all users unless an Employee Profile has been set up for a specific user, which will override these settings.

Labor:

Punch In - Select this check box to allow employees to punch in to Shop-Trak Shop Floor without a specific task assignment. This is useful at the beginning of a shift when many employees need to punch in at once. Once the employee is assigned a task, the employee ends the Punch In transaction and enters the actual task performed during the duration of the Punch In. The Punch In is then converted to an Indirect, Run, or Setup transaction and the employee is prompted to start a new transaction.
Run - Select this check box to collect standard Infor SyteLine Run transactions. When starting a Run transaction, the employee must specify a non-completed Job and Operation number. When ending the transaction, the employee can specify the Quantities Complete/Moved/Scrap, Reason Code, and also mark the Operation Complete.
Setup - Select this check box to collect standard Infor SyteLine Setup transactions. When starting a Setup transaction, the employee must enter a non-completed Job and Operation number. Upon ending the transaction, the employee can enter the Quantities Complete/Moved/Scrap, Reason Code, and also mark the Operation Complete.
Indirect - Select this check box to collect standard Infor SyteLine Indirect transactions. When starting an Indirect transaction, the employee selects an indirect code maintained within Infor SyteLine, such as Meetings, Training, etc.
Direct - Select this check box to collect standard Infor SyteLine Labor transactions that carry the cost of the hours to the job, but will not reduce the remaining planned hours on the job.
Project - Select this check box to collect standard Infor SyteLine Project Labor transactions.
Work Center Labor - Select this check box to collect standard Infor SyteLine Work Center Labor transactions. When starting a Work Center transaction, the employee specifies a Work Center.
Team - Select this check box to collect transactions of groups of employees who are working on the same job/operation at the same time. These transactions will eventually become Run transactions.
Start Add'l - Select this check box to allow employees to work on more than one job simultaneously. The system accurately costs each job logged into, a task not practical using manual data collection methods. Labor costs are split between jobs based on the Start Additional Allocation Basis parameter (Rate or Time). Payroll hours and rates are calculated for only a single transaction; any additional transactions indicate zero payroll hours and a zero rate.
Multi-Job - Select this check box to allow employees to work on a machine that produces many parts for more than one job on the same machine at the same time. During the costing of Multi-Job, actual run hours are split based on planned run time and quantity worked on. The full manufacturing run rate and the full labor overhead are applied based on the time split.
Service Repair Order - Select this check box to allow employees to enter labor against a Service Repair Order (SRO). These hours will also be accounted for as payroll hours. The Infor SyteLine Field Service module must be installed and a special Shop-Trak license obtained to enable this transaction type. All validation for SRO transactions is done according to the SRO setup in Infor SyteLine. Please refer to the Service module's Online Help for assistance creating SROs and defining the rates used on these transactions.

Materials:

WIP Move - Select this check box to allow employees to access the WIP Move screen from the Shop-Trak Shop Floor menu. The WIP Move screen allows employees to enter multiple WIP Move transactions in a continuous mode without having to re-enter their employee information for each transaction. The WIP Move transaction also provides support for co-product jobs. It is the only transaction type that will allow for the co-product quantity split.
Kanban Replenishment - Select this check box to allow employees to create replenishment orders based on an Item Profile. This transaction type may be performed at a standard Shop-Trak Shop Floor Workstation or from a mobile handheld unit.
Job Material Transaction - Select this check box to allow employees to enter information about moving materials from the stockroom to a job on the shop floor. The item quantity on hand is reduced and the quantity and costs issued to the job are increased.
JIT Production - Select this check box to allow employees to report production of items that have standard cost and are typically produced through a Kanban Replenishment. These transactions are not tied to a job or a production schedule. JIT transactions record finished items that are going to Inventory. All material and labor is backflushed from the item’s current routing and Bill of Material.
Production Schedule - Select this check box to allow employees to enter Production Schedule transactions and report quantities completed and scrapped.
Work Center Material - Select this check box to allow employees to enter a Work Center Material transaction to issue material directly to a Work Center independent of a specific production schedule.
QCS Test Results - Select this check box to allow employees to record Quality Control System (QCS) Test Results for production. The Infor SyteLine QCS module must be installed and a special Shop-Trak license obtained to enable this transaction type. All validation for QCS Test Results transactions is done according to the QCS Receiver setup in Infor SyteLine. Please refer to the Quality module's Online Help for further information.

Info:

Time Sheet - Select this check box to allow employees to view their Time Sheet Display report.
View Routing - Select this check box to allow employees to view the routing of any job and continue their work without hard copies of paperwork.
Visual Dispatch - Select this check box to visually display current Resource Group activity, determine the highest priority jobs, the staging of materials, or view the progress of production.
Labels - Select this check box to allow employees to print labels. Labels are created using Bartender® software, then saved to a shared network directory. Set up label parameters on the Labels tab to control when and where the labels print when quantities are moved from operation to operation, or operation to stock. In addition, kanban bin labels and general inventory labels may be printed if Bartender® is installed.
Job Pick List - Select this check box to allow employees to print the Job Pick List.
Material Transaction Rpt - Select this check box to allow employees to view a report containing the Material transactions they have created.

Quantities

Specify how quantities are moved between operations and between operations to stock.

Operation to Operation Moves:
This parameter controls how quantities are moved between operations. You can specify whether quantities can move automatically, whether employees can move quantities at the same time as they are completing quantities, or whether quantities can move manually with a WIP Move.

A (Automatic) - Select A to allow quantities completed during Labor transactions to automatically move to the next operation (Setup, Run, Team, and Multi-Job transactions). The Moved field in Shop-Trak Shop Floor will be automatically populated with the quantities completed and cannot be updated.
M (Manual) - Select M to allow employees to manually move quantities completed during Labor transactions to the next operation (Setup, Run, Team, and Multi-Job transactions). The Moved field in Shop-Trak Shop Floor will display the quantity complete and can be updated by the employee.
T (WIP Move Transaction) - Select T to allow quantities to be moved only by using the WIP Move Transaction screen.

Operation to Stock Moves:
This parameter controls how quantities are moved to stock from the last operation of the job. You can specify whether quantities can move automatically, manually, or with a WIP Move. If using Lot, Location, or Serial Tracking, additional fields will also display within Shop-Trak Shop Floor.

A (Automatic) - Select A to allow quantities completed during Labor transactions to automatically move to stock (Setup, Run, Team, and Multi-Job transactions). The Moved field in Shop-Trak Shop Floor will be automatically populated with the quantities completed and cannot be updated.
M (Manual) - Select M to allow employees to manually move quantities completed during Labor transactions to stock (Setup, Run, Team, and Multi-Job transactions). The Moved field in Shop-Trak Shop Floor will display the quantity complete and can be updated by the employee.
T (WIP Move Transaction) - Select T to allow quantities to be moved only by using the WIP Move Transaction screen.

This table describes common combinations of Operation to Operation Moves and Operation to Stock Moves:

Operation to Operation Moves	Operation to Stock Moves	Description
Automatic	Automatic	Allows quantities completed to be moved automatically to the next operation, and the last operation moves the quantities complete into stock. The Moved field is not available for update.
Automatic	Manual	Allows quantities completed to be moved automatically to the next operation, while allowing the movement of quantities to stock to be entered manually. The Moved field will display the quantity complete on the last operation of the Labor transaction, but can be changed by the employee.
Automatic	WIP Move Transaction	Allows quantities completed to be moved automatically to the next operation, and requires the movement of quantities to stock using a WIP Move transaction. The Moved field is not available for update.
Manual	Manual	Allows quantities completed to be moved manually to the next operation, including the last operation which moves the quantities to stock. The Moved field will display the quantity complete, but can be changed by the employee.
Manual	WIP Move Transaction	Allows quantities completed to be moved manually to the next operation, and requires the movement of quantities to stock using a WIP Move Transaction. The Moved field can be updated on all operations except for the last.
WIP Move Transaction	WIP Move Transaction	Only a WIP Move transaction can move quantities between operations and into stock. The Moved field is not available for update.

Entry of WIP Move Quantities:
This parameter enables or disables the WIP Move feature.

A (Complete Move Scrap) - Select A to have WIP Move transactions prompt for quantities Complete, Moved, Scrap, and scrap Reason Code.
M (Move Only) - Select M to allow entry of quantities moved only in the WIP Move transaction.
N (Disallow WIP Moves) - Select N to disable the WIP Move menu choice in Shop-Trak Shop Floor. This setting is recommended if your company will perform move transactions through Infor SyteLine Materials Data Collection or Infor SyteLine Job Stock Move Transaction instead of through the Shop-Trak Shop Floor WIP Move transaction.

Settings

Specify these fields in the Settings section.

Start Additional Allocation Basis:
This parameter defines how rates and time are allocated when an employee is working on more than one job at the same time using the Shop-Trak Shop Floor Start Additional Job transaction.

Rate - Select Rate to have only one job allocated the pay rate, and the manufacturing rate divided evenly across jobs. Each job has the full duration.
Time - Select Time to have each job allocated the full pay and manufacturing rate. The duration is divided evenly across jobs.

Show Job Summary:
This parameter determines whether to display a job summary window in Shop-Trak Shop Floor to assist employees in assigning the labor transaction appropriately. Pertinent job information is displayed including quantities Received, Complete, Scrap, and Moved for each job and operation.

S (Starting) - Select S to display the job summary including all job operations for a starting transaction.
E (Ending) - Select E to display the two operations before, and one operation after, the active operation.
B (Both) - Select B to display the job summary for both starting and ending transactions.
N (Neither) - Select N if you do not want to display the job summary.

Attendance on Punchout:
This parameter determines whether to show the employee's Time Sheet Display report in Shop-Trak Shop Floor upon punching out for the day. The Time Sheet Display summarize the employee's transactions for the day. This allows the employee to confirm their transactions for manufacturing and payroll.

T (Terminal) - Select T to show the employee's Time Sheet Display on the workstation screen.
P (Printer) - Select P to send the Time Sheet Display to the workstation's default printer.
B (Both) - Select B to show the Time Sheet Display on the screen and send it to the printer.
N (None) - Select N if you do not want to show or print the Time Sheet Display.

Display WIP Moves on Punchout:
This parameter determines whether or not to include WIP Move transactions on the employee's Time Sheet Display report. Select Y (Yes) to display the WIP Move transactions or select N (No) to not display.

Indirect Labor Posting:
This parameter determines how journal entries will be created for Indirect Labor transactions. You can choose to create Shop-Trak Shop Floor journal entries when Indirect Labor transactions post, or create journal entries in the Payroll Distribution journal at the time payroll is posted.

P (PR Journal) - Select P to create accounting entries in the Payroll Distribution journal using standard Infor SyteLine functionality (Posting of Payroll) where the Debit side comes from the:

Wage Acct field on the Indirect Labor Codes form.
Unit Code 1 field on the Department form associated with the employee's Department number on the General tab of the Employees form.
Unit code 2, 3, & 4 fields on the Indirect Labor Codes form (drop-down fields located to the right of the Wage Acct field).

S (SF Journal) - Select S to create accounting entries in the Shop-Trak Shop Floor Distribution journal when Indirect Labor transaction posting occurs as follows:

Debit side will come from the Wage Acct field and the unit code fields (drop-down fields located to the right of the Wage Acct field) located on the Indirect Labor Codes form
Credit side will come from the Unit Code 1 and Direct Labor Applied Acct fields on the Departments form (the employee's department number is identified on the General tab of the Employees form). Credit side will also come from the unit code 2, 3, & 4 fields on the General tab of the Employees form.
The amount of the entry will come from the Unposted Job Transaction form's Job Cost Rate multiplied by Total Hours.

Password Security:
This parameter determines if passwords will be required in Shop-Trak Shop Floor. Passwords are defined on the Shop-Trak Employee Profile form for those employees requiring a password.

N (None) - Select N if you do not want to require employee passwords in Shop-Trak Shop Floor.
A (All Employee Functions) - Select A to require passwords in all areas of Shop-Trak Shop Floor that require a Shop-Trak ID.

Week Ending Day:
This parameter applies to RTE Transaction validation. Select the week ending day that employees must validate transactions through.

Retain Employee Log:
Specify the number of days to retain the employee log tables. You can retain the log tables for up to 999 days. The employee log tables are:

lc_lt_transactionlog - Contains data used for the Shop-Trak Transaction Audit Trail Report.
lc_lt_bt_printed_labels - Contains data on labels that printed successfully. In order to reprint labels, they must exist in this table.
lc_lt_dbwrite_audit_log - Contains a record of employee activity at a Shop-Trak Shop Floor workstation.
lc_lt_daily_log - Contains employee daily punch in and punch out times prior to grace period rounding.
lc_lt_daily_break_detail - Contains a record of employee lunches and breaks.

NOTE: Before specifying this field, you should take each table into consideration.

Unassigned Cost Codes:
When using the Infor SyteLine Project module, each transaction requires an associated cost code. Select a cost code that will become the default value when performing a Project Labor transaction. The default can be changed by the employee when starting the transaction. The cost code must be a valid Infor SyteLine cost code.

Require Secure Logon:
This parameter allows you to specify if workstations will require a secure logon in order to access Shop-Trak Shop Floor. This is essential in a click-once, or SaaS, environment to ensure that employees are actually logging in from a qualified network workstation. If this option is checked, it will force each Shop-Trak Shop Floor workstation to be set up with a Workstation Profile. The Workstation Profile determines which workstations in the domain can access a Shop-Trak Shop Floor session. If this parameter is enabled and the workstation does not have a Workstation Profile, no access will be granted.

Y (Yes) - Select Y to indicate that a Workstation Profile must exist to initiate a Shop-Trak Shop Floor session. If a profile does not exist, a message displays stating "This workstation is not defined as a secure logon."
D (Diagnostics) - The same as Y, but will also display Diagnostic information to help you set up a Workstation Profile.
N (No) - Select N to not require a logon validation. Any workstation can log in to Shop-Trak Shop Floor.

Email Settings

This parameter is used in conjunction with the Kanban Replenishment feature. When a Purchase Order or Job Order is created from a replenishment, an e-mail message can be sent to notify the proper personnel to take action.

Email Server: Specify your Exchange Server name.

Email From: Specify a valid e-mail address located on your Exchange Server that the messages will be sent "from." For example, purchasing@yourcompany.com.

File Locations

Path to Button Images:
You can override the default Shop-Trak Shop Floor button images by specifying a path to the alternate images. You can also override the default images at the employee level using the Shop-Trak Employee Profile form, which allows you to designate unique buttons for individual employees.

Shop-Trak first looks for button images using the path specified in the Path to Button Images field on the Shop-Trak Employee Profile form. If the employee does not have a profile, or the field is blank, Shop-Trak then looks in the Path to Button Images field on the Main tab of the Parameters form. If this field is blank, Shop-Trak will use the default image location initially installed with Shop-Trak.

To customize the Shop-Trak Shop Floor button images:

Go to the Button-Images directory located in your Shop-Trak download.
Copy the default JPG or BMP button image files to a shared UNC path.
Replace the default images with your new images, keeping the default file names.
Specify the shared UNC path in the Path to Button Images field.
The new button images will then display in Shop-Trak Shop Floor.

Path to Employee Photos:
Specify the shared UNC path to employee photo files. The image files must be saved as <employeenumber>.bmp. For example: 100.bmp. The employee's photo will then display on the Shop-Trak Shop Floor workstation when the employee enters their employee number.

Save your changes and close the form.

NOTE: The Shop-Trak version number installed on the database is displayed on the bottom of the Main tab. This version number should always match the version number installed on the client. The client version number is displayed when you select Help > About from Shop-Trak Shop Floor.

Shop-Trak Defining Main Parameters

Available Menu Options

Quantities

Settings

Email Settings

File Locations

Related Topics