Shop-Trak Editing Transactions

After being entered into Shop-Trak Shop Floor, the Indirect, Setup, Run, Move, Direct, Project, Service Repair Order, and Work Center Labor transactions are held in the Shop-Trak Edit Transactions form.

NOTE: Open Team, Multi-Job, and Punch In transactions are also held in the Shop-Trak Edit Transactions form. An Open transaction is one that does not yet have an end time. When these transaction types are ended, they are converted into Run, Setup, Indirect, or Direct transactions depending on how the employee chooses to end the transaction.

The Shop-Trak Edit Transactions form contains more detailed information than what the employee sees in Shop-Trak Shop Floor. Supervisors or clerical personnel use this form to correct transactions due to employee errors. They also use this form to add transactions due to a power outage or computer malfunction. Any transactions that do not transfer successfully will remain in this form until the error condition is resolved.

IMPORTANT: To prevent certain users from seeing the pay rates listed on this form, the user should be assigned to the Shop-Trak Hide Costs group on the SyteLine Users form. The Pay Rate field will then display a percentage instead of a dollar amount.

To edit transactions:

Open the Shop-Trak Edit Transactions form.
Unfilter to view all records or filter for specific records.
Select a transaction and click Lock to edit the transaction. Locking the transaction will stop it from being transferred to Infor SyteLine and prevent the employee from using Shop-Trak Shop Floor during the editing process.
Make any needed additions or changes.

If employees forget to punch out of Shop-Trak Shop Floor, they will receive a message the next time they punch in stating "You had forgotten to Punchout." Once employees click OK, they will be prompted to end the open transaction. The transaction will then display on the Shop-Trak Edit Transactions form with the Forgot to Punchout check box selected. Typically the total Hours will be close to 24 hours when this occurs. To correct this situation:

Adjust the transaction's Daily End Time and clear the Forgot to Punchout check box. The transaction is now ready to transfer and post to Infor SyteLine. If the employee was scheduled for automatic breaks and lunches, but left early and forgot to punch out, delete any unused breaks or lunches.

If employees forgot to end Multi-jobs or Punchin transactions, the transactions must be ended using Shop-Trak Shop Floor. Supervisors cannot adjust Daily End Times using the Shop-Trak Edit Transactions form for these types of transactions. Additional data is needed to convert the transactions to valid types such a Run, Setup, or Indirect.

NOTE: The Daily Start Time and Daily End Time will display in hours or minutes according to the Reporting Time Units set on the Transactions tab of the Shop Floor Control Parameters form.

Depending on the transaction type, there may be associated data that you can edit on the Detail, Quantities/Loc/Lot, Serial Numbers, Co-products, and Service Repair Order tabs. The Backflush Lots and Backflush Serials tabs are read-only.

NOTE: The Transaction Type cannot be edited or changed. To correct the Transaction Type, the original transaction will need to be deleted and the correct Transaction Type will need to be added.

Save the data.
Click Unlock. Transaction validation occurs to ensure integrity of the employee's payroll hours. If improper editing creates a gap or overlap of transactions start/end times, a warning message displays.
To view and unlock all employees that you have locked, click the Manage My Locks tab. To refresh the list of locked employees, click Refresh. To unlock all locks put in place as a result of editing transactions, click Unlock My Lock.
Close the form.

NOTE: You can only unlock those employees that you have placed in a locked status. There is an additional utility, Unlock Locked Employees, that the Administrator can use to remove locks put in place by all editors.

Shop-Trak Editing Transactions

Related Topics