APROT - Configuration Production Tracking Configuration 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. Production tracking has three main statuses:  Ready , Tracking , and Complete . 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. 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: the production tracking code , and the line ID from the production tracking table. Examples: Manually created production item: PROT100-354 Item created from a document (e.g. Job): JOB1200-354 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   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 includes an audit feature, allowing audits to be performed on a location to verify whether items are still there. 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   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