Documentation for ProTrack Warehouse 2015.1.
The Facility screen is used to add, search, edit, and delete facilities. Facilities are used in ProTrack Warehouse to segregate functional activities, operations, warehouse maps, and all other associated data.
To access the Import Setup screen:
- Log in to ProTrack Warehouse.
Select Facility under Configuration menu. The Maintain Facility screen appears.
Fig.1 FacilityFacility Info Field Descriptions
Field
Description
Facility Name
Enter the facility name as it will appear on reports.
Facility ID
Enter a unique facility ID which matches the facility ID sent in the WMS transaction feeds.
Telephone 1
Enter a telephone number for the facility.
Telephone 2
Enter an alternate telephone number for the facility.
Time Zone
Select the time zone of the facility from the drop down list.
Expected Performance
Enter an expected performance for the facility.
Facility Status
Select the status of the facility, either Active or Inactive.
Create Indirect Assignment
If checked, allows an employee to create an Indirect assignment via the ProTrack Warehouse kiosk.
Create Standard Assignment
If checked, allows an employee to create a Standard Direct assignment via the ProTrack Warehouse kiosk.
Multiple Standard Activity Per
Work OrderIf the Manufacturing Module is enabled, a facility can be configured to allow either single or multiple standard
direct activities for a "work unit"Address Line 1
Enter the first line of the address of the facility.
Address Line 2
Enter the second line of the address of the facility.
City
Enter the city of the facility.
Zip Code
Enter the zip code of the facility.
Country
Select the country which the facility is located.
State
Enter the state of the facility.
Description
Enter any notes about the facility.
Table 1. Facility Info Field Descriptions
Click on the 'Settings' tab for the next screen.
Fig.2 Maintain Facility - SettingsFacility Settings Field Descriptions
Field
Description
Overtime
Defines how overtime is evaluated, either Daily or Weekly and by entering the number of hours an employee must exceed in order to be working overtime.
Timeline Split Rules
Specifies how standard time will be distributed to 2 or more employees that split a single assignment.
Table 2. Facility Settings Field Descriptions
Adding A Facility
To add a new Facility:
- Enter a facility name in the Facility field.
- Enter a facility ID.
- Select the time zone from the drop down list.
- Select the status of the facility from the drop down list.
If employees will be creating assignments through the kiosk, select the check box(es) next to Create Indirect Assignment and/or Create Standard Assignment.
Fig.3 Maintain Facility - Adding FacilityInfo
- All other fields are optional.
- Click on the 'Settings' tab.
- Select how overtime will be calculated, either Daily or Weekly.
Enter how many hours must be acquired before overtime will be considered.
Fig.4 Maintain Facility - Overtime Setting- Click to create the new facility.
Searching For A Facility
To search for an existing Facility:
Click and a popup window appears.
Fig.5 Maintain Facility - Searching For FacilityTo search for a specific facility, enter one of the criteria: Facility or Facility ID. The records for the selected criteria are listed in the 'Facility Search Results' section.
Fig.6 Maintain Facility - Search ResultsTip
- To list Facilities with names starting with a particular character, enter the character into the field. For example, to search facilities starting with the character 'C', enter 'C' in the Facility field to list facilities with names starting with C.
- If no search criteria are specified all the facilities will be listed in the 'Facility Search Results' section.
Viewing & Editing A Facility
To view and edit an existing facility:
- Search for the facility you want to view or edit.
- Click on the link of the facility. The details of the facility appear in the corresponding fields in the Maintain Facility screen.
Change the required fields and click to update any changes made.
Info
- The Facility ID field cannot be edited.
- If you have made the changes in the fields and do not want to save the details, click .
- If the time zone is edited, ProTrack Warehouse service must be restarted for the changes to occur.