Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Copyright © Infor. All Rights Reserved. 1 Factory Track 6.0 for Infor SyteLine Implementation Overview FT6LNT00

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Copyright © Infor. All Rights Reserved. 2 Factory Track Implementation Overview

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Factory Track Components Time Track Used to provide Time and Attendance and payroll capabilities Shop Floor Used to support shop-floor activities using touch-screens Warehouse Mobility Used to provide scanner capabilities for warehousing and production activities Every Factory Track implementation contains one or more of these components

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Factory Track Access Web Client Uses HTML5 Browser to support scanner-type transactions in Warehouse Mobility Also used for touch-screen transactions in Shop Floor Full Client Uses HTML5 Browser to support administrative tasks in Factory Track and perform activities in Time Track Smart Client Uses Mongoose application to support administrative tasks in Factory Track and transactions in Time Track

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Copyright © Infor. All Rights Reserved. 5 Factory Track Setup

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Generic Factory Track Settings Site Parameters Global Parameters Permission Groups Licenses Users

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Sites and Site Parameters Sites Each environment corresponds to a single site Contains technical information saying which local database is used Site Parameters Site is the highest level in the environment Site has Calendar and Holidays set up Identify the type of ERP Establish Connectivity to ERP system Time Track Settings

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Global Parameters Parameters used to configure the Factory Track installation Flag to specify whether Time Track is implemented Flag to specify whether SyteLine Time and Attendance is implemented Starting Menu for Warehouse Mobility Other Parameters have specific uses throughout Factory Track – e.g. Is Negative Inventory Allowed?

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Permission Groups Used to control who can access specific forms and transactions Standard Groups delivered in Product Containing standard forms Customer-specific groups can be created Need to assign Form Names to Groups Then assign groups to Users

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Licenses License Management used to install licenses delivered from Infor List of the Licensed Modules applicable in Factory Track Need to assign Licenses to Users

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Users Users created using standard Mongoose form Need to assign Groups for permission purposes And Modules for licensing purposes User Extensions hold Factory Track Specific parameters User Type Employee Number Default Settings Warehouse Mobility Defaults

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Copyright © Infor. All Rights Reserved Time Track Setup

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential User TimeTrack Settings User Type determines the purpose of the user Administrator Supervisor User Employee number is displayed if the user is a ‘Kiosk User’ – set from Employee form Means that employee number is automatically prefilled when this user logs on

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Basic Time Track Settings Facilities Departments Payroll Schedules Indirect Tasks Reduction Sets Premium Codes Shifts Absence Codes Employee Types Work Groups Employees

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Facilities Corresponds to a Physical Location Each site can have multiple facilities – typically for different geographical locations and time zones Facility-Specific Calendars and Holidays can be set up Identify Physical Location of File containing Payroll Information

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Departments Facility can contain multiple departments

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Payroll Schedules Used to Define the Rules for Pay Schedules Linked to a Facility Define frequency of Payroll Define format of information to send to Payroll Define which Information to send to Payroll

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Indirect Tasks Task Codes used by the system to account for non-productive time spent onsite

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Reduction Sets Reduction Sets used to specify planned breaks associated with a shift Breaks can be paid or unpaid If paid can be assigned a task code Can require employee to clock in and out for the break Can be included in or excluded from absence calculation – when the system generates a ‘holiday’, should the break be included in the calculated hours?

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Premium Codes Premium Codes are used to assign overtime and shift premiums to a booking Need to assign an uplift factor – 0.25 means that an hour’s booking will be assigned an additional 15 minutes Payroll Code designates the code that the premium will be posted against in the payroll extract

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Shifts Shifts hold the expected start and stop times of a shift by day See Shift Setting video for more detail on the meaning and advised settings of the various fields

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Absence Codes Absence Codes are used to account for time when an employee should be at work but is not attending – typically holidays, expected absences or unexpected absences It can be paid or unpaid Eligible for overtime Requiring Approval Assigned a premium Posted to ERP Tracked for accrual and carry- forward purposes

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Employee Types Employee Types are used to assign the basic business rules associated with a group of employees Are these employees paid through Time Track? If so, which payroll schedule? Punch Parameters hold rounding rules to be used. See Time Adjustment video for their meanings and advised settings

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Work Groups Work Groups are used to group employees together for supervisor control Each Work Group has one or more supervisor responsible for controlling the group’s employees Each Supervisor has individual permissions for the various activities required See the Supervisor Process video for more details on Supervisor activities

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Employees Employees are registered in Time track And assigned their facility and department Their current Shift Their Employee Type Their Work Group If they are workset-enabled (able to work multiple jobs at the same time) Their user name if they are kiosk users – if a kiosk user, their employee number is automatically prefilled and cannot be changed

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Copyright © Infor. All Rights Reserved Shop Floor Setup

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential User Shop Floor Settings Work Center should be filled to automatically be prefilled on shop floor forms Employee number is displayed if the user is a ‘Kiosk User’ – set from Employee form

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Copyright © Infor. All Rights Reserved Warehouse Mobility Setup

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential User Warehouse Mobility Settings User’s Default Warehouse User’s Default Label Printer User Initials to be used when updating SyteLine User’s Default Pick Location Individual WM user Parameters

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Basic Warehouse Mobility Settings Parameters Global Transaction Warehouse Barcode Handling Cross-References Multi-Barcodes Label Prefixes Label Printing

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Global Parameters Used to configure Factory Track to match a customer’s requirements Please consult User Manual for advised settings of the individual fields

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Transaction Parameters Used to configure a particular transaction to match a customer’s requirements Each transaction has standard values Fill Warehouse Successful Message Other parameters are specific to the transaction Details on the advised settings can be found in the user manuals Some Transactions support the printing of labels

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Warehouse Transaction Parameters Used to configure transactions to work in a different way in a specific warehouse Transaction Parameters can be copied or removed: En-masse Individually From the standard template Or from another warehouse Once copied, they can be set for that warehouse

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Cross-References Used to Cross-Reference scanned fields System automatically converts scanned values into SyteLine-recognized codes Can be used for: Customers Items Suppliers

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Multi-Barcodes Used to define the content of composite barcodes Barcodes which contain multiple elements Used to reduce the number of scans required to be performed Defined by Transaction and scan field Can be fixed length or split by delimiter Target fields for the barcode elements in sequence Example could be AAA|BBB where AAA is an item number and BBB is the lot number, separated by a ‘|’ character

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Label Prefixes Used to strip prefixes off scanned barcode labels Popular when a label contains multiple barcodes – to ensure that the correct barcode is scanned into the correct field Field Types are pre-defined Prefix can be mandatory or optional Multiple Prefixes for the same field can be defined

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Label Printing Navigation Label Names Label Printers Label Overrides Label Reprint Label Parameters

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Label Definition Define Label Formats for Label Printing

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Alternative Labels Print different label for Specific Customer or Item

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Label Re-Printing Re-Print from Form or from Scanner

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Printer Definition Define Printers to be used for Label Printing

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Label Printing Not all Transactions Support the Printing of Labels e.g. Clock In/Out, Break In/Out etc. Transactions supporting Label Printing have the Print Label button enabled e.g. Purchase Receipt etc. Specify the label details: Label Format Name Number of Labels Default Printer Whether to print in background Whether to print container content labels Whether to override user printer

Template v7 January 30, Copyright © Infor. All Rights Reserved. Infor Confidential Copyright © Infor. All Rights Reserved Factory Track 6.0 for Infor SyteLine Implementation Overview