Configuring Tasks

Open the Tasks form.

Specify this information:

Task Code: Specify a task code to define how the hours performing the underlying task will be identified in Factory Track. This is a required field.
Description: Specify a description of the activity represented by the task code.
Post to ERP: Select to post the time spent performing the task to the underlying ERP.
ERP Task Code: Specify the code to which the hours spent on the task are posted in the ERP. 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 to categorize the hours associated with this task as paid in payroll. If you clear this option, hours associated with this task will categorize as unpaid. This option is selected by default.
Active: Select to activate this task, allowing users to book hours to it. If you clear this option, users will receive a hard stop if they attempt to book time to this task.
General Task: Select to designate this task as a general task instead of an indirect task. 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.

If you selected the General Task check box, specify this information in the General Task section to link an order or project to the task:

Note: The General Task section and related fields are only displayed if the General Task check box is selected.

Facility: Specify a facility.
Order Type: Specify an order type.
Order Number or Project Number: Specify an order number or project number, depending upon the selected order type.
Suffix: This field is only displayed if the order type is Production Order, Service Order, or Setup. Specify an order suffix.
Operation: This field is only displayed if the order type is Production Order, Service Order, or Setup. Specify an operation.
Task Code: If applicable, the task code is displayed.
Work Center: If applicable, the work center is displayed.
Item: If applicable, the item is displayed.
Machine: If applicable, the machine is displayed.

Click Save.