1. Template v7 January 30, 2013 1 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Copyright © 2013. Infor. All Rights Reserved. www.infor.com 1 Factory Track 6.0 for Infor SyteLine Implementation Overview FT6LNT00

2. Template v7 January 30, 2013 2 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Copyright © 2013. Infor. All Rights Reserved. www.infor.com 2 Factory Track Implementation Overview

3. Template v7 January 30, 2013 3 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

4. Template v7 January 30, 2013 4 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

5. Template v7 January 30, 2013 5 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Copyright © 2013. Infor. All Rights Reserved. www.infor.com 5 Factory Track Setup

6. Template v7 January 30, 2013 6 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Generic Factory Track Settings Site Parameters Global Parameters Permission Groups Licenses Users

7. Template v7 January 30, 2013 7 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

8. Template v7 January 30, 2013 8 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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?

9. Template v7 January 30, 2013 9 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

10. Template v7 January 30, 2013 10 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

11. Template v7 January 30, 2013 11 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

12. Template v7 January 30, 2013 12 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Copyright © 2013. Infor. All Rights Reserved. www.infor.com 12 Time Track Setup

13. Template v7 January 30, 2013 13 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

14. Template v7 January 30, 2013 14 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Basic Time Track Settings Facilities Departments Payroll Schedules Indirect Tasks Reduction Sets Premium Codes Shifts Absence Codes Employee Types Work Groups Employees

15. Template v7 January 30, 2013 15 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

16. Template v7 January 30, 2013 16 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Departments Facility can contain multiple departments

17. Template v7 January 30, 2013 17 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

18. Template v7 January 30, 2013 18 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Indirect Tasks Task Codes used by the system to account for non-productive time spent onsite

19. Template v7 January 30, 2013 19 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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?

20. Template v7 January 30, 2013 20 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

21. Template v7 January 30, 2013 21 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

22. Template v7 January 30, 2013 22 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

23. Template v7 January 30, 2013 23 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

24. Template v7 January 30, 2013 24 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

25. Template v7 January 30, 2013 25 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

26. Template v7 January 30, 2013 26 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Copyright © 2013. Infor. All Rights Reserved. www.infor.com 26 Shop Floor Setup

27. Template v7 January 30, 2013 27 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

28. Template v7 January 30, 2013 28 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Copyright © 2013. Infor. All Rights Reserved. www.infor.com 28 Warehouse Mobility Setup

29. Template v7 January 30, 2013 29 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

30. Template v7 January 30, 2013 30 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Basic Warehouse Mobility Settings Parameters Global Transaction Warehouse Barcode Handling Cross-References Multi-Barcodes Label Prefixes Label Printing

31. Template v7 January 30, 2013 31 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

32. Template v7 January 30, 2013 32 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

33. Template v7 January 30, 2013 33 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

34. Template v7 January 30, 2013 34 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

35. Template v7 January 30, 2013 35 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

36. Template v7 January 30, 2013 36 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

37. Template v7 January 30, 2013 37 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Label Printing Navigation Label Names Label Printers Label Overrides Label Reprint Label Parameters

38. Template v7 January 30, 2013 38 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Label Definition Define Label Formats for Label Printing

39. Template v7 January 30, 2013 39 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Alternative Labels Print different label for Specific Customer or Item

40. Template v7 January 30, 2013 40 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Label Re-Printing Re-Print from Form or from Scanner

41. Template v7 January 30, 2013 41 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Printer Definition Define Printers to be used for Label Printing

42. Template v7 January 30, 2013 42 Copyright © 2015. Infor. All Rights Reserved. www.infor.com 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

43. Template v7 January 30, 2013 43 Copyright © 2015. Infor. All Rights Reserved. www.infor.com Infor Confidential Copyright © 2013. Infor. All Rights Reserved. www.infor.com 43 Factory Track 6.0 for Infor SyteLine Implementation Overview