There will most likely be scenarios when an employee Indirect transaction will need to be viewed or edited. To view or edit an Indirect Transaction, follow the steps below.

To display Indirect Transactions, select Indirect from the Transaction Type drop-down and then enter a date range by populating the Start Date and End Date fields. Then click the View Transactions button.

      Indirect Selection Indirect Selection

Indirect Grid

The Indirect Grid has the following fields and functionality.

  • Export Csv: This is the button located at the top left of the Indirect Transactions Grid. Clicking this button will export all viewable transactions to a .csv file. This can be helpful when doing analysis or importing to an external system.

  • Search: This is the text box located at the top right of the Indirect Transactions Grid. Entering text into this text box will filter the fields with every key stroke. When the grid is filtered, the export button above will only export the items that have met the filter criteria.

  • Fields: The Indirect Transactions Grid contains the following fields.

    • Edit: This is the line edit button. Clicking this button will open a modal window and allow editing the transaction. Transaction Editing must be enabled in the Shop Floor Pro Settings in order to edit a transaction.

    • Employee Number: This is the Employee Number for the employee.

    • Employee Name: This is the first and last name of the employee.

    • Shift: This is the Shift associated with the Indirect Transaction for the employee.

    • Start: This is the time the Indirect Transaction started.

    • End: This is the time the Indirect Transaction ended.

    • Indirect Reason: This is the reason the employee selected for the Indirect transaction.

    • Actual Hours: This is the total time that has been posted for the transaction.

    Note: The actual hours will not include any break time taken during the time the Indirect transaction was in process. Therefore, the duration between the Start and End may not always equal the Actual Hours duration.

      Indirect Grid Indirect Grid

Edit Fields

To edit an Indirect Transaction, click the Edit icon in the left of the grid for the line to edit. After clicking the icon, a new window will open displaying information for the transaction.

The Indirect Edit window will contain the fields and buttons below.

  • Employee Number: This is the Employee Number for the employee. This field is read only and for informational purposes only.

  • Employee Name: This is the first and last name of the employee. This field is read only and for informational purposes only.

  • Indirect Reason: This is the reason the employee selected for the Indirect transaction. This field is read only and for informational purposes only.

  • Start: This is the Start Time for the Indirect transaction. The Start time must always be less than or equal to the End time.

  • End: This is the End Time for the Indirect transaction. The End time must always be greater than or equal to the Start time.

  • Actual Hours: This is the total time that has been posted for the transaction. This field is read only and for informational purposes only.

  • Reverse Transaction: Selecting this option will completely reverse the transaction in the ERP system. This will also disable the Start and End time.

  • Cancel Button: Clicking the Cancel button will cancel the edit and close the editing window.

  • Save Button: Clicking the Save button will save the changes made to the transaction.

Note: The actual hours will not include any break time taken during the time the Indirect transaction was in process. Therefore, the duration between the Start and End may not always equal the Actual Hours duration.

      Indirect Transaction Edit Indirect Transaction Edit

Editing An Indirect Transaction

To edit an Indirect Transaction, change the Start Time, End Time, or both for the transaction. Or the Reverse Transaction option can be selected. After either of these values are changed, the Actual Hours will change to reflect the new duration. Once all times have been adjusted, click the Save button.

      Save Indirect Transaction Save Indirect Transaction

Note: Saving will post an offsetting transaction to ERP.