# APROT - Configuration

Production Tracking Configuration

# Production Tracking

<div id="bkmrk-production-tracking-">**Production Tracking** monitors items as they move through the manufacturing process, providing visibility at each stage from preparation to completion. It allows you to see the current status of an item, track its progress through production, and confirm when it has been fully completed. This helps ensure accuracy, accountability, and timely delivery throughout the production workflow.</div>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/iqNimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/iqNimage.png)

<div id="bkmrk-production-tracking--1">Production tracking has three main statuses: **Ready**, **Tracking**, and **Complete**.</div><div id="bkmrk--1"></div>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/ttwimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/ttwimage.png)

<div id="bkmrk-if-the-item-was-crea">If the item was created from a document such as an **Invoice**, **Job**, or **Sales Order**, you will be able to track it between documents. Items created independently will not have tracking available.</div><div id="bkmrk--3"></div>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/MrLimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/MrLimage.png)

Items are tracked on the document lines

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/xxnimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/xxnimage.png)

# Reference Values

##### Reference Values and Production Tracking

<span style="color: rgb(45, 194, 107);">**System Configuration&gt; Administration&gt; Reference Values**</span>

**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:

<div id="bkmrk-the-production-track">- the **production tracking code**, and
- the **line ID** from the production tracking table.

</div>**Examples:**

<div id="bkmrk-manually-created-pro">- Manually created production item:  
    `PROT100-354`
- Item created from a document (e.g. Job):  
    `JOB1200-354`

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

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/TZDimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/TZDimage.png)

# Production Tracking Group setup

# Production Tracking Group Setup

Setting up Groups for production items

<span style="color: rgb(45, 194, 107);">**Production Tracking &gt; Configuration &gt; PT Groups**</span>

- Click "**Add**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/nnDimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/nnDimage.png)

Group code setup and maintenance

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

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/5ekimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/5ekimage.png)

# Production Tracking Action Setup

# Production Tracking Action Setup

Set up actions for products to be logged

<span style="color: rgb(45, 194, 107);">**Production tracking &gt; Configuration &gt; PT Action**</span>

- Click "**Add**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/l3jimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/l3jimage.png)

##### Actions with email

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/dGiimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/dGiimage.png)

#### Actions

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/vlAimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/vlAimage.png)

<table border="1" id="bkmrk-log-action-standard-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 34.6297%;"></col><col style="width: 65.4939%;"></col></colgroup><tbody><tr><td>**Log Action**</td><td>Standard actions logged</td></tr><tr><td>**Check List**</td><td>Check List action</td></tr><tr><td>**Inspection**</td><td>Action relating to inspections of items</td></tr><tr><td>**Sign off**</td><td>Action relating to sign off</td></tr><tr><td>**Delivery / Collect**</td><td>Track items to be delivered or collected</td></tr><tr><td>**Stores**</td><td>Monitor items put back in a specific bin location</td></tr><tr><td>**Audit**</td><td>Audit location</td></tr></tbody></table>

####  

---

#### Action codes

<table border="1" id="bkmrk-action-info-action-s" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 31.644%;"></col><col style="width: 34.2398%;"></col><col style="width: 34.2398%;"></col></colgroup><tbody><tr><td>**Action**

</td><td>Info</td><td>Action State</td></tr><tr><td>**Ready (System)**

</td><td>Replaces the Available action</td><td>Log Action - In</td></tr><tr><td>**Check In (System)**

</td><td>Same as before</td><td>Log Action - In</td></tr><tr><td>**Check Out (System)**

</td><td>Same as before</td><td>Log Action - Out</td></tr><tr><td>**Complete (System)**

</td><td>New - but sets the Job item as Complete</td><td>Log Action - Out</td></tr><tr><td>**Material reserved**  
**Sign Off**  
**Quality Check**  
**Cutting**  
**Welding**  
**Painting**  
**Assemble**  
**Evaluation**  
**Collection**  
**Delivery**  
**Stock Shelf**

</td><td>  
</td><td>  
</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/PwCimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/PwCimage.png)

# 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.

<span style="color: rgb(45, 194, 107);">**Production tracking &gt; Configuration &gt; PT Location**</span>

- Click "**Add**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/6rCimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/6rCimage.png)

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

<div id="bkmrk-production-tracking--2">Production Tracking includes an audit feature, allowing audits to be performed on a location to verify whether items are still there.</div><div id="bkmrk--1"></div>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/UqFimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/UqFimage.png)

# Production Tracking Location Planning Setup

# Production Tracking Location Planning

##### Setup a planning sequence for locations

<span style="color: rgb(45, 194, 107);">**Production Tracking &gt; Configuration &gt; PT Location Planning**</span>

Allow for a group to be a default

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/YDQimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/YDQimage.png)

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

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/Y42image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/Y42image.png)

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

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

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/6Xuimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/6Xuimage.png)

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

- Complete the fields required

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/t2jimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/t2jimage.png)

<table border="1" id="bkmrk-working-hours-how-ma" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 18.6385%;"></col><col style="width: 81.2576%;"></col></colgroup><tbody><tr><td>**Working Hours**

</td><td>How Many hours work are there in a day</td></tr><tr><td>**Days From Start**

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

<p class="callout info">The estimated planning times will only become active when the first location is scanned</p>

- Click "**Save**"
- **Repeat** the above steps for the full production flow

---

##### Email Setup for Production Tracking

<span style="color: rgb(45, 194, 107);">**Production Tracking &gt; Configuration &gt; PT Location Planning**</span>

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

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/M79image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/M79image.png)

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

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/nqDimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/nqDimage.png)

Tick the box of the email you want to receive

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/ZGrimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/ZGrimage.png)

<table border="1" id="bkmrk-milestone-triggers-a" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.1659%;"></col><col style="width: 82.8494%;"></col></colgroup><tbody><tr><td>Milestone</td><td>Triggers an email when the job hits a certain milestone</td></tr><tr><td>Email on Location</td><td>Triggers an email when the job hits a certain Location or Bay</td></tr><tr><td>Inspection Required</td><td>Triggers an email when an inspection is required, this will not stop the job from proceeding </td></tr><tr><td>Email Overdue</td><td>Triggers an email when the job falls behind schedule</td></tr></tbody></table>

- Click on the **Email** Tab
- **Double Click** on the people who are to receive the email notification
- Click "**Save &amp; Close**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/hNZimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/hNZimage.png)

# Production Tracking Quality Control Setup

# Production Tracking Quality Control

Quality Control set when a user checks items in locations

<span style="color: rgb(45, 194, 107);">**Production tracking &gt; configuration &gt; PT Quality Control**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/79Nimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/79Nimage.png)

Adding and editing new quality controls

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/1RMimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/1RMimage.png)

# Production Tracking Issued By

# Production Tracking Issue To User

Same as the Asset Tracker - Issued to user

How to Add a user

<span style="color: rgb(45, 194, 107);">**Production Tracking &gt; Configuration &gt; PT Issued To User**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/scaled-1680-/ixqimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-05/ixqimage.png)

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

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/BPtimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/BPtimage.png)

**<span style="color: rgb(45, 194, 107);">System Configuration&gt; General&gt; User Setup</span>**

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

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/scaled-1680-/lYVimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-04/lYVimage.png)