Configuring the customer setup wizard

  1. Access the Setup Wizard form. The Are you working on configuring Factory Track with a connection to LN? message is displayed in the System Information section.
  2. Select Yes.
  3. Click Next.
  4. Specify this information in the ERP Information section :
    Which LN company should Factory Track be connected to?
    The code of the LN company for which Factory Track is setup.
    Are you using Multi – Site LN?
    Select this check box if the customer is using Multi-Site LN.
    Which LN site is set as the default?
    The name of the default LN site.
    Note: This field is displayed only if the Are you using Multi – Site LN? check box is selected.
    Is IDM implemented at your site?
    Select this check box to implement the IDM functionality for the customer.
    What is the Accounting Entity?
    The code of the accounting entity.
    Note: This parameter is displayed only if the Is IDM implemented at your site? check box is selected.
    Which time zone would you like to set as the default?
    The default time zone for the customer.
    Note: This value is defaulted based on the information of the logged in user.
    Which language would you like to set as the default?
    The default language for the customer.
    Note: This value is defaulted based on the information of the logged in user.
  5. Click Next.
  6. Specify this information in the Implemented Modules section:
    Are you implementing Warehouse Mobility?
    Indicates if the Warehouse Mobility functionality is implemented for the customer.
    Note: By default, this check box is selected and cannot be modified.
    Are you implementing Shop Floor?
    Select this check box to implement the Shop Floor functionality for the customer.
    Note: This check box is selected automatically if Are you implementing Time Track? check box is selected.
    Are you implementing Time Track?
    Select this check box to implement the Time Track functionality for the customer.
  7. Click Next.
  8. Select the appropriate order type for Shop Floor functionality. Possible values:
    • Production Orders
    • Depot Orders
    • Service Orders
    • PCS Projects
    • Projects
    Note: This section is displayed only if the Are you implementing Shop Floor? check box is selected.
  9. Specify this information in the Time Track Configuration section:
    Are you planning to track employee absences?
    Select this check box to track employee absences.
    What should be set as the current payroll year?
    The year of the current payroll.
    Note: By default, the value in this field is specified based on the current year. However, you can modify this value.
    What is the first day of the Payroll year?
    The date of the first day for the current payroll year.
    Note: By default, the value in this field is specified based on the current year. However, you can modify this value.
    This section is displayed only if Are you implementing Time Track? check box is selected.
  10. Select the Do you wish to transfer your orders from ERP to Factory Track? check box in the ERP Data Load section, to synchronize the shop floor orders from the integrated ERP to Factory Track.
    Note: This section is displayed only if the Are you implementing Shop Floor? check box is selected.
  11. Verify the specified information on the window that is displayed.
  12. Click Update. The setup for the customer is updated.
  13. Click Exit.
    Note: You must logout and login again to view the applied setup.