Shop-Trak Reviewing Pending Inventory & Material Transactions

JIT, Job Material, Production Schedule Complete/Scrap, and Work Center Material transactions created in Shop-Trak Shop Floor transfer and post directly to Infor SyteLine using the Infor Framework TaskMan service.  These transaction types do not use the Shop-Trak Background Polling process.  Any inventory and material transactions that do not post successfully are held in the following Shop-Trak activity forms.  Any inventory and material transactions designated to not post automatically are also held in these forms (refer to Defining Background Parameters for more information).

• Shop-Trak Pending JIT Transactions
• Shop-Trak Pending Job Material Transactions
• Shop-Trak Pending Prod Sched Transactions
• Shop-Trak Pending Work Center Transactions

Setting Up E-mail Notification of Posting Errors

Using the SyteLine Event Handler System, the Administrator can set up e-mail notification for material and inventory transactions that did not post successfully:

1. Open the Event Global Constants form.
2. Filter the Name field for ShopTrakAdminID.
3. In the Value field, specify the User ID (from the Users form) of the SyteLine user that will be receiving the e-mail notification.  Multiple User IDs can be listed, separated by a semi-colon.
4. Verify that a valid Primary E-mail Address is entered on the E-mail Address tab of the Users form.
5. If the transaction fails to post, the user specified above will receive an e-mail containing the Transaction Type, Serial Number, Status, and Item Number of the transaction.

Reviewing and Resubmitting Pending Inventory & Material Transactions

To review and resubmit pending inventory and material transactions:

1. Open the Shop-Trak pending transactions form for the transaction type that did not post.
2. Information for the pending transactions displays as read-only.  Each form will include some combination of the following fields on the Detail tab:

• Acct - Account numbers associated with the transaction.
• BG Task Number - TaskMan background processing number.
• Job material check boxes - Additional information pertaining to the Job, Material, or Serial Number will be checked.  If the material is serial tracked, the serial number will be listed on the Serial Number tab.
• Container - Container number.
• Cost - Material cost.
• Description - Item description.
• Employee - Employee number of the employee that performed the transaction.
• Error - Contains the error message.  If TaskMan is not running, the Error field will be blank.
• Item - Item identifier.
• Job - Job number.
• Job Lot - Preassigned lot number of the job item.
• Job Serial Number - Preassigned serial number of the job item.
• Loc - Stock location that the material will be moved to or issued from.
• Lot - Lot number associated with the transaction.
• Oper Num - Job operation number.
• Processed -  Indicates whether or not the transaction processed.  If Errored is displayed, the transaction tried to post but could not due to an error condition. If No is displayed, the transaction did not post because TaskMan is not running, or its Post Pending Inventory and Material Transactions check box is disabled on the Background tab of the Shop-Trak Parameters form.
• Qty or Quantity Complete - Quantity to move to or issue from inventory.
• Quantity Scrapped - Quantity scrapped.
• Reason Code - Code and description of why the material was scrapped.
• Schedule ID - Production Schedule ID.
• Sequence - Material sequence from the Job Bill of Materials.
• Shift - Shift identifier of the employee that performed the transaction.
• Transaction Date - Date and time the transaction occurred.
• UM - Unit of Measure.
• WC - Work Center.
• Whse - Warehouse to which the material is to be issued or withdrawn from.
• Work Date - Date the employee performed the transaction.

3. Review the Processed and Error fields to identify the reason the transaction did not post.
4. The Serial Numbers tab will display serial numbers for any serial tracked material associated with the transaction.
5. The Backflush Lots tab displays the lot information associated with the transaction.
6. The Backflush Serials tab displays the serial number information associated with the transaction.
7. Make the corrections needed in Infor SyteLine to resolve the error.
8. Ensure that TaskMan is running before resubmitting.
9. Click Resubmit.
10. If the error condition cannot be resolved, delete the record from the pending transactions form.  Re-enter the transaction in Shop-Trak Shop Floor.

Related Topics

Shop-Trak Pending JIT Transactions Form

Shop-Trak Pending Job Material Transactions Form

Shop-Trak Pending Prod Sched Transactions Form

Shop-Trak Pending Work Center Transactions Form

Shop-Trak Transaction Flow Chart

Shop-Trak Transaction Flow Overview

Shop-Trak Backflushing of Lots & Serials Overview