Staged Tasks

Use the Staged Tasks form to stage the task master data temporarily before moving it to the master data table in Factory Track.

When the synchronization process is initiated, the master data is extracted from the ERP system and written to the staging tables for tasks. An individual staging record is created for every master data record extracted. For example, if 20 tasks are extracted, 20 staged task records are created. The defaults (set up in the Data Synchronization Default forms) are then applied to the staging tables, updating the staging record with information required in Factory Track, and is not available in the native ERP system. The Staged Tasks form can then be used to alter values on the Staging records before being uploaded to the Master Files in Factory Track.

The form initially shows the base data from the ERP system along with the status set to Downloaded. When the defaults are applied, the values on the Staged Tasks form are updated with the defaults and the status is changed to Defaults Applied. At this stage, this form can be used to manually change certain fields if necessary. Consequently, the batch is posted to Factory Track and the status is changed to Posted. After this action is updated, no changes can be made to the staging records (for task).

These fields display the staged record of the form:

  • Batch Number
  • Task Code
  • Description
  • Post To ERP
  • ERP Task Code
  • Paid
  • Active
  • Post Status:
  • Posted:
  • Master Record Exists:
  • Posted Date/Time:
  • Error Code:
  • Error Message
  • Updated By:

For more information on the above fields see, Configuring Tasks.