Configuring Tasks

Select Time Track > Time Track Forms > Tasks. The Tasks form is displayed.

Specify this information:

Task Code: The task code. You can define how the hours performing the underlying task are identified in Factory Track. This is a required field.
Description: The description of the activity represented by the task code.
Post to ERP: If this check box is selected, you can post the time spent performing the task to ERP.
ERP Task Code: The code to which the hours spent on the task are posted in the ERP. This must be a valid and active code to post the hours related to the task successfully. If the Post to ERP check box is cleared, this field is unavailable.
Paid: If this check box is selected, you can categorize the hours associated with this task as paid in payroll. If you clear this check box, hours associated with this task is categorize as unpaid. By default, this check box is selected.
Active: If this check box is selected, the task is activated, allowing users to book hours to it. If you clear this check box, users receives a hard stop if they attempt to book time to this task.
General Task: If this check box is selected, you can 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 the General Task check box is selected, you can 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 displayed only if the General Task check box is selected.

Facility: The code of the facility.
Order Type: Specify an order type such as Production order, Project, and Service .
Order Number or Project Number: The order number or project number, depending upon the selected order type.
Suffix: This field is displayed only 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.