This function allows a manager or supervisor to review active or historical data from Shop floor transaction records (SFTTXN). This data includes records generated via the Shop floor tracking (SFT) workbench and those added manually for individuals or Summary teams.
A successful implementation includes defining or updating Sage X3 security profiles so that only authorized users can access this function.
Primary actions include:
Search Criteria
Because the number of records generated in a day or during a shift can be significant, you can filter search results using criteria such as Employee ID, Team, Site, Shift date, Work order, Work center, and Operation.
You can also use the check boxes to refine results:
Activity: Clock in/out, Indirect, Break, Setup, and Run
Options: Open, Closed, Errors, and History
See the help for each field for more information.
Grid
The grid serves two main purposes:
You can perform the following maintenance activities on records that have not been posted:
Create – Add a new line to the bottom of the grid to create a new record.
Delete – From the Action menu at the beginning of each line, select Delete.
Modify – Varies by line and subject to controls and validations required to maintain referential integrity.
You cannot perform maintenance activities on records that have been posted. That is, historical records from the SFTTXNH table.
Only employee and Summary team records can be entered. You cannot add Detailed team records.
Refer to documentation Implementation
Fields
The following fields are present on this tab :
Criteria
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Enter an employee ID to display records for a single employee. If the employee is a member of a Detailed team, individual and team-related records display. If the employee is a member of a Detailed team and you enter the team ID number in the Team field, only team-related records for that employee display. |
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Enter a Team ID to filter by team. If no Employee ID is entered, labor records for multiple Employee IDs could display. If you enter a Detailed team ID and an Employee ID, only team-related records for that employee display. If a machine work center is included with any labor records returned by the search, they are always included for an individual employee or a team. |
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Enter a site to filter by site. |
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Filter for results within a date range. For a single day, enter the same date in the From shift date and To shift date fields. You can leave the From shift date field blank to see all records to date. |
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Filter for results within a date range. For a single day, enter the same date in the From shift date and To shift date fields. You can leave the From shift date field blank to see all records to date. |
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Filter for results within a range of work centers. For a single work center, enter the same work center in the From work center and To work center fields. |
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Filter for results within a range of work centers. For a single work center, enter the same work center in the From work center and To work center fields. |
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Filter for results within a range of work orders. For a single work order, enter the same work order in the From work order and To work order fields. |
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Filter for results within a range of work orders. For a single work order, enter the same work order in the From work order and To work order fields. |
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Filter for results within a range of operations. For a single operation, enter the same value in the From operation and To operation fields. |
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Filter for results within a range of operations. For a single operation, enter the same value in the From operation and To operation fields. |
Activity
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Select this check box to filter results by Check in/out. |
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Select this check box to filter results by Indirect activities. |
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Select this check box to filter activities by Breaks. |
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Select this check box to filter by Setup activities. |
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Select this check box to filter by Run activities. |
Options
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Select this check box to filter by Open activities. |
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Select this check box to filter results by Closed activities. |
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Select this check box to filter results by activities with errors. |
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Select this check box to view historical records that have been posted. Note: When you select this option, maintenance activities (create, modify, delete) are disabled for those records.
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This field displays the employee ID and cannot be modified on existing records. |
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This field displays the description from the employee profile and cannot be modified. |
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This field displays the team ID if relevant. |
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This field displays the activity type and cannot be modified on existing records. |
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This field displays the site and cannot be modified on existing records. |
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This field defaults to the current date if blank. |
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This date must be greater than or equal to the Shift date. |
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This time must be less than or equal to End time. |
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This date must be greater than or equal to Start date. |
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This time must be greater than or equal to Start time. If the End date is greater than the Start date, the value can be less than the Start time. |
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This field can only be modified if the activity type is Indirect. |
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This field can only be modified if the activity type is Setup or Run. |
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This field can only be modified if the activity type is Setup or Run. You can modify status checks. |
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This field displays the operation unit of measure (UOM). |
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This field displays the number of machines for Setup and Run activities. |
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This field can only be modified for Run activities. |
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This field can only be modified for Run activities when the completed quantity is greater than 0. The value must be less than or equal to the Completed quantity. |
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This field can only be modified for Run activities when the rejected quantity is greater than 0. |
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This field displays the number of activities an employee was performing. |
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This field displays the total time for an activity. |
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This field displays the calculated activity duration by decimal. You can only modify this field for elapsed time entries. For a Summary team, this field displays the Activity duration multiplied by Number of employees. |
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This field displays the calculated machine duration by decimal. You cannot modify this field. |
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This field displays the time units for activities as follows and cannot be modified.
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This field displays the Work center for Setup and Run activities. |
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This field displays the Labor center for Setup and Run activities. |
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This field only applies to Run activities when the Closed check box under Options is selected. |
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This is a display field only. |
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This field displays a description of the error. |
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This is a display field only. |
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This code is used for Detailed teams to link multiple records for one task. It is a display-only field. When creating a new entry where the primary work center is Machine and a labor work center is included, the entry splits when you save and both records display. |
Close
Click this button to search for results based on your criteria. |
Click this button to save any changes you made to employee activity records. |
Click this button to clear your search criteria and all records in the grid without saving changes. |
In addition to the generic error messages, the following messages can appear during the entry :