ERP Area References

Understand ERP to Area cross reference functionality

There are three step processes in the ERP to area cross reference functionality.

1. In the Area Master screen, create an area for each supervisor who uses the ERP Area Reference screen.

2. Assign each supervisor to all ERP-Areas that he/she is responsible for.

3. The existing ERP System sends work orders with the ERP-Area designation. Track uses this cross-reference table to convert any ERP coding into a valid Track Area ID.

The purpose of this automatic designation is to make sure timekeepers create allocations without selecting an area. Work orders that fail to make the translation from ERP-Area to Track Area ID will carry the default area ID and will require an override during the allocations.

Open the ERP Area References screen

1. Hover a mouse pointer over the Settings menu on the menu bar to display its drop-down menu.

2. Slide a mouse pointer over the Global Values option then Areas to display its menu.

3. Click ERP Area References to open the ERP Area References screen.
   

Add a new ERP area designation

1. If applicable, select a location from the Location drop-down list located at the menu bar.

2. From the ERP Area References screen, enter the ERP area designation into the ERP Area Designation text box.

3. Select an area ID (or a supervisor) from the Area ID drop-down list.

4. Click Add to save and display the ERP area designation with its assigned area ID in the ERP Area Reference Listing.

Group assign ERP area designation

The previously assigned ERP area designations, displaying in the ERP Area Reference Listing, can quickly be assigned to another area ID.

1. From the ERP Area References Listing, click one or more checkboxes next to the ERP area designations to enable the Quick Assign link. Alternatively, click the checkbox at the column header to select all ERP area designations on the selected page.
   

2. Select an area ID from the Area ID drop-down list.

3. Click the Quick Assign link to save and display the selected area ID assigned to the selected ERP area designations in the ERP Area Reference Listing.

Edit an ERP area reference

1. From the ERP Area Reference Listing, click Edit on a line item to enable the Area ID drop-down list.

2. Select another area ID from the Area ID drop-down list.

3. Click Update to save the modifications.

4. Alternatively, click the checkbox on the line item to enable the Quick Assign link.

5. Select another area ID from the Area ID drop-down list.

6. Click the Quick Assign link to assign the selected area ID to the selected ERP area designation.

Delete an ERP area reference

1. From the ERP Area Reference Listing, click Delete on the line item. The delete confirmation pop-up message appears.

2. Click OK to delete the selected ERP area reference.