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

To display Setup Transactions, select Setup 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.

      Setup Selection Setup Selection

Setup Grid

The Setup Grid has the following fields and functionality.

  • Export Csv: This is the button located at the top left of the Setup 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 Setup 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 Setup 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 Manufacturing Hub 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 of the employee who created the Setup transaction.

    • Start: This is the Start Date and Time the Setup transaction was started.

    • End: This is the End Date and Time the Setup transaction ended.

    • Job: This is the Job the Setup transaction was created for.

    • Suffix: This is the Job Suffix the Setup transaction was created for.

    • Work Center: This is the Work Center the Setup transaction was created for.

    • Op: This is the Job Operation the Setup transaction was created for.

    • Actual Hours: This is the total hours the Setup transaction was run for.

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

      Setup Grid Setup Grid

Edit Fields

To edit a Setup 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 Setup Edit window will contain the fields and buttons below.

  • Job: This is the Job the Setup transaction was created for. This field is read only and for informational purposes only.

  • Suffix: This is the Job Suffix the Setup transaction was created for. This field is read only and for informational purposes only.

  • Work Center: This is the Work Center the Setup transaction was created for. This field is read only and for informational purposes only.

  • Operation: This is the Job Operation the Setup transaction was created for. This field is read only and for informational purposes only.

  • Start: This is the time the Setup transaction was started. The Start Time must be less than or equal to the End Time.

  • End: This is the time the Setup transaction was ended. The End Time must be greater than or equal to the Start Time.

  • Actual Hours: This is the total duration of the Setup 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 all quantity and scrap fields.

  • 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 Setup transaction was in process. Therefore, the duration between the Start and End may not always equal the Actual Hours duration.

      Setup Transaction Edit Setup Transaction Edit

Editing A Setup Transaction

Setup transactions allow editing of time. All times can be edited in a single edit instance. Or the transaction can be completely reversed if it needs to be un-done. Time offsets will be automatically calculated and a positive or negative offset will posted to the ERP depending on whether or not the time change was greater than or less than the original duration.

When completely reversing the transaction, all editable fields will be disabled.

Once all edits have been made, click the Save button to save the transaction.

Note: Saving will post an offsetting transaction to ERP.

Note: If the Operation or Job has been completed in the ERP, then the Job or Operation should be reopened in the ERP before posting the editing transaction, otherwise the posting could have un-intended consequences in the ERP system. A warning will be displayed in the editing window for transactions where the operation has been completed or the job has been closed.

      Save Setup Transaction Save Setup Transaction