Day 3 Conference Details

1. Day 3 Conference Details Dial-in Information (Also in meeting invite) Call-in toll number (US/Canada): 1-650-479-3207 Call-in toll-free number (US/Canada): 1-855-244-8681 Access code:595 874 713 Global call-in numbers: https://nainfor.webex.com/nainfor/globalcallin.php?serviceType=MC&ED=298871947&tollFree=1 WebEx Details: https://nainfor.webex.com/nainfor/j.php?J=595167195 Please contact navin.kulkarni@infor.com if you have questions

2. Infor Factory TrackTM 5.00 Administration Training – Day 3 August 6th 2014

3. Discussion topics User Management Menu Management Barcode Handling Label Printing Parameter Management

4. User Management

5. User Management • New User Creation • User Provisioning • Existing User Management • Authorizations • Setting up User Parameters using User Extensions Form

6. User Management – User Creation Flow Use Users Screen to create a new User Assign User to appropriate Modules Assign User to appropriate Groups Setup in User Extensions Form Create New User Provisioning Authorizations User Parameters

7. User Management for Warehouse Mobility • Every WM User need to be created in FT using Users Form. • Provide the following License modules to the User • “FactoryTrackWMTrans” User module. • “FactoryTrackWMTTTrans” User module to use mobile device Time Track module.

8. User Management for Warehouse Mobility • Provide the authorization groups to the User to get access to WM Forms • WMBase Group to access WM base forms. • This is a mandatory group that need to be added to all the users. • Module authorizations Groups • WMGETIT – Inbound Transactions • WMMOVEIT – Inventory Transactions • WMMAKEIT – Shop Floor Transactions • WMSHIPIT – Outbound Transactions • Administrator can additionally control authorization at a Form level

9. User Management for Warehouse Mobility

10. User Management for Warehouse Mobility

11. User Management for Shop Floor • The Shop Floor kiosk user needs to be created in FT using Users Form. • Provide the following License modules to the User • “FactoryTrackShopFloorTrans” User module. • “FactoryTrackShopFloorTTTrans” User module to use Kiosk Time Track module. • Provide the authorization group – “User” to access Shop Floor Forms. • Link User to an employee in Kiosk Access section of Employee form.

12. User Management for Shop Floor

13. User Management for Shop Floor

14. User Management for Shop Floor

15. User Management for Time Track • The Time Track user needs to be created in FT using Users Form. • Provide “FactoryTrackTTTrans” License module to the User. • Assign “User” Group to provide access to Employees to use TT Forms. • Assign “Supervisor” Group to provide to provide Supervisor level access. • Assign “TTHomePage” Group to provide access to TT Home Page Forms.

16. User Management for Time Track

17. User Management for Time Track

18. User Management for Administrators • Factory Track administrators need to be created using Users Form. • Assign all Trans User module. • Set “Super user” flag • Assign “Administrator” group.

19. User Extensions Form • Every Factory Track User need to be defined in User Extension Form. • User Type field defines the Type of permissions the user would get on Time Track forms. • Setup other Factory Track User defaults in this form.

20. User Extensions Form

21. Menu Management

22. WM Menu Management • WM Menu - Traditional Scrollable Menu – WMMenu.mobi. • The contents of the Menu are built using the Mongoose Folder name defined in Global Parameter – Warehouse Mobility Startup Menu. • If the user is not authorized to a particular Transaction, then it would not appear on the Menu. • URL - http://<Utility Server>/wswebclient/Mobile.aspx?page=light&form=WMMenu.mobi

23. Shop Floor Menu Management • Shop Floor Module Menu – ICSLWorkCenterNavigationHome.ts is the form name. • URL to access Shop Floor - http://<Utility Server>/wswebclient/mobile.aspx?page=formonly&form=ICSLWorkCenterNavigationHome.ts • All the Shop Floor related forms are categorized into 5 different categories. • Shop Floor can be modified using ICWorkCenterHomePageConfiguration

24. Barcode Handling

25. Barcode Handling • Barcode Handling as 3 sub functional modules • Prefix Management • Provides an ability to define multiple prefixes based on a Field Type • Provides option to turn on/off Prefix Mandatory check at the Field Type level • Cross Referencing • Provides ability to define the alternative value either based on Item number or order number. • Multi-Barcode Split • Provides ability to define the combined barcode definition by Transaction. • Currently Barcode Handling functionality is implemented for Warehouse Mobility Transactions

26. Label Printing

27. Label Printing • Uses Bartender Label Printing Software to print labels. • Provides an easy interface to view data of all the Printed Labels • Provides an ability to reprint a previously printed label. • Provides ability to define an alternative Label Format name either at the Item level or customer level. • Label Format names are linked to a Transaction by Transaction Parameters using Transaction Settings Form. • Label printers need to be defined in the system.

28. Parameter Management

29. Parameter Management • Parameters are organized into the following categories • User Parameters • Warehouse Parameters • Warehouse Setup Parameters • Transaction Parameters specifically for the warehouse. • Transaction Parameters • Transaction Settings – These are fixed Transaction parameters • Transaction Specific Parameters • Global Parameters