Configuring Site Parameters

To configure site parameters:

  1. Open the Site Parameters form.
  2. Specify this information:

    3. Site

    Specify the appropriate site. The site name and description are displayed. If you need to create a new site, open the Sites form.

    Payroll Code

    Optionally, specify a payroll code. Payroll codes identify each record as originating from a particular site.

    ERP Code

    Specify an ERP code. Typically, a site code for Infor Factory Track is specified in the underlying ERP software. The ERP code specified on the Site Parameters form must match the Infor Factory Track site code specified in the ERP.

    ERP Type

    Specify the appropriate ERP type.

    ERP Shift

    Specify an ERP shift code. The code specifies a Working Time Table (WTT), which is a generic 24/7 calendar specified in the ERP system.

    Allow Offset Posting

    Select this check box to automatically zero out frozen posts by posting an offsetting negative value; for example, a frozen post of 4 hours will be offset by a post of -4 hours. Clear this check box to display an ERP error in response to frozen posts.

    Allow Repost

    Select this check box to allow edited transactions to repost to the ERP system. Clear this check box to display an ERP error in response to reposted transactions.

    Use Global Posting

    Select this check box to specify how to prevent posting of records sharing a specific employee number and report date combination when one or more records contains an error. For example, an employee posts a group of four records in which the third record contains an error. Select Use Global Posting to block posting of all four records. Clear this check box to post records 1, 2, and 4, and to block only record 3.

    Post Start End Times to ERP

    Select this check box to report shift start and end times to ERP even when those times occur on separate days. Clear this field to always report shift start and end times on the same day in accordance with the configuration settings of the shift.

  3. On the Calendar Setup tab, select a start date for the site calendar and specify a tracking year. Click Site Calendar to make further edits to the site calendar. Click Site Holidays to edit holidays.
  4. On the ERP Communication tab, specify the IP address, port, and connection identifier to connect Infor Factory Track to the ERP server.
  5. Click Test Connection on the ERP Communication tab to verify the connection to the ERP server.
  6. If your ERP type is SyteLine, you must use the View Generation tab to generate views for the tables in your ERP system. If your ERP type is ERP LN, the View Generation tab is unavailable. To generate views, specify or review this information on the View Generation tab:

    7. Server

    Specify the name of your ERP system database server.

    Database

    Specify the name of your ERP application database.

    Version

    The version of your ERP system is displayed when you have specified your server and database names.

    Site

    Select a site for which to generate views.

  7. If your ERP type is SyteLine, click Test Connection on the View Generation tab to verify the connection to the ERP server.
  8. If your ERP type is SyteLine, click Generate to generate views for the tables in your ERP system.
  9. If your ERP type is SyteLine, on the View Generation tab, click Generate Component View, Generate Menus View, and Generic Parameters UI.
  10. On the Colors tab, click Colors to select a color format to denote holidays. Specify a foreground (text) color and a background color and view the result in the Sample field. When finished, click Save and Exit.

Related Topics

Site Parameters