APROT - Configuration

• Production Tracking
• Reference Values
• Production Tracking Group setup
• Production Tracking Group Setup
• Production Tracking Action Setup
• Production Tracking Action Setup
• Production Tracking Location Setup
• Production Tracking Location
• Production Tracking Location Planning Setup
• Production Tracking Location Planning
• Production Tracking Quality Control Setup
• Production Tracking Quality Control
• Production Tracking Issued By
• Production Tracking Issue To User

Production Tracking

Items are tracked on the document lines

Reference Values

Reference Values and Production Tracking

System Configuration> Administration> Reference Values

Reference Values are only used when new items are created or imported manually and are not created from a document that already has a document number.

Documents such as Sales Orders and Jobs already have document numbers, so reference values are not used for items created from these documents.

For Invoices in Preparation and manually created Job item tracking, the Production Tracking number is used instead.

Unique tracking codes are generated using:

Examples:

These codes ensure each tracked item can be uniquely identified and traced back to its source.

Production Tracking Group setup

Production Tracking Group Setup

Setting up Groups for production items

Production Tracking > Configuration > PT Groups

• Click "Add"

Group code setup and maintenance

• Add a "Code"
• Add A "Description"
• Tick  "Active"
• Click "Save and Close"

Production Tracking Action Setup

Production Tracking Action Setup

Set up actions for products to be logged

Production tracking > Configuration > PT Action

• Click "Add"

Actions with email

Actions

Log Action	Standard actions logged
Check List	Check List action
Inspection	Action relating to inspections of items
Sign off	Action relating to sign off
Delivery / Collect	Track items to be delivered or collected
Stores	Monitor items put back in a specific bin location
Audit	Audit location

 

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Action codes

Action	Info	Action State
Ready (System)	Replaces the Available action	Log Action - In
Check In (System)	Same as before	Log Action - In
Check Out (System)	Same as before	Log Action - Out
Complete (System)	New - but sets the Job item as Complete	Log Action - Out
Material reserved Sign Off Quality Check Cutting Welding Painting Assemble Evaluation Collection Delivery Stock Shelf

Production Tracking Location Setup

Production Tracking Location

Setting up various production locations

Production Tracking will have an audit as we can do an audit on a location to see if items are still in that location.

Production tracking > Configuration > PT Location

• Click "Add"

• Add a "Code"
• Add a "Description"
• "Tick" the Activate Box
• Click "Save and Close"

Production Tracking Location Planning Setup

Production Tracking Location Planning

Setup a planning sequence for locations

Production Tracking > Configuration > PT Location Planning

Allow for a group to be a default

• To create a Production Plan click "Add"
• Add a "Code"
• Add a "Description"
• Click "Save"

By clicking "Save" the "Search Setup" Grid will become active

• Click the "Add" button to start compiling your production flow.

The below window will pop up, here you will set up each step of the production flow.

• Complete the fields required 
  

Working Hours	How Many hours work are there in a day
Days From Start	In how many days do you plan on starting this job
Grace Days	Are you allowing any grace days for this job
Default Hours	How many hours are you allowing for this job
Exclude Days	Do you work on weekends? If not, tick the boxes to exclude them from the day count.
Task Colour	This will display as a progress bar to visually show how far along you are with the specific job.
Sequence Number	Sequence planning allows one to estimate when certain tasks will take place.
Notes	Add notes (Optional)

The estimated planning times will only become active when the first location is scanned

• Click "Save"
• Repeat the above steps for the full production flow

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Email Setup for Production Tracking

Production Tracking > Configuration > PT Location Planning

• Double click on the Production Flow you want to add an email notification to

• Double click on the Process or click Edit to open up the line for the process you want to activate email notifications for 

Tick the box of the email you want to receive 

Milestone	Triggers an email when the job hits a certain milestone
Email on Location	Triggers an email when the job hits a certain Location or Bay
Inspection Required	Triggers an email when an inspection is required, this will not stop the job from proceeding
Email Overdue	Triggers an email when the job falls behind schedule

• Click on the Email Tab
• Double Click on the people who are to receive the email notification 
• Click "Save & Close"

Production Tracking Quality Control Setup

Production Tracking Quality Control

Quality Control set when a user checks items in locations

Production tracking > configuration > PT Quality Control

Adding and editing new quality controls

Production Tracking Issued By

Production Tracking Issue To User

Same as the Asset Tracker - Issued to user

How to Add a user

Production Tracking > Configuration > PT Issued To User

Adding a user which will automatically be marked as an Issued to User

System Configuration> General> User Setup

User Setup has a tick box where you can active the user