Configuring Tasks

  1. Select Master Explorer > Roles > Administrator > Configuration > Tasks. The Tasks form is displayed.
    Note: To access this form, you can also select Master Explorer > Roles > Supervisor > Configuration > Tasks
  2. Specify this information:
    Task Code
    The task code to define how the hours performing the underlying task is identified in Factory Track.
    Description
    The description of the activity represented by the task code.
    Post to ERP
    Select this check box to post the time spent performing the task to the underlying ERP.
    ERP Task Code
    The code to which, the hours, spent on the task are posted in the ERP.
    Note: This must be a valid and active code in the underlying ERP for hours related to this task to post successfully. If the Post to ERP option is cleared, this field is unavailable.
    Paid
    Select this check box to categorize the hours associated with this task as paid in payroll.
    Note: If this check box is cleared, hours associated with this task will categorize as unpaid. This option is selected by default.
    Active
    Select this check box to activate the task so that user can book hours on it. If you clear this check box, users are prevented from booking time on this task.
    General Task
    Select this check box to designate this task as a general task instead of an indirect task.
    Note: General tasks are linked to an order or project. Hours that are reported for a general task will be reported to the order or project linked to that task rather than under the task code. General tasks can only be performed by employees who are configured to use elapsed time.
  3. Specify the information in the general section, to link an order or project to the task.
    Note:  This section is displayed only if the General Task check box is selected.
    Facility
    The name of the facility.
    Order Type
    The type of order.
    Order Number
    The code for the order number, depending upon the selected order type.
    Project Number
    The code for the project number, depending upon the selected order type.
    Suffix
    The suffix for the order.
    Note: This field is displayed only if the order type is Production Order, Service Order, or Setup.
    Operation
    The type of operation.
    Note: This field is displayed only if the order type is Production Order, Service Order, or Setup.
    Task Code
    The task code.
    Work Center
    The work center.
    Item
    The code of the item.
    Machine
    The code of the machine.
  4. Click Save.