Settings

Works Orders

Allow user to be logged on to more than 1 job simultaneously: This option dictates whether a user can be logged on to more than 1 job at the same time or not.

Allow more than 1 user to be logged on to the same job simultaneously: This option dictates whether multiple users can be logged on to the same job at the same time or not.

Automatically post operation times: This option determines whether operation costs that are booked through the SFDC system are automatically posted to the works order or not. If they are not, the costs are held as a timesheet which can be reviewed and adjusted as required before being posted through to the works order.

Issue operation components: This option will dictate whether the SFDC system will automatically issue any components associated with an operation when an operation booking is completed.

You need to ensure any relevant operations have the appropriate components associated with them on the Works Order. The system will then calculate the component quantities that need to be issued based on the quantity completed when the operation booking was made.

If any of the components are traceable, the user will be asked to scan/confirm batch/serial numbers that were used.

Complete works order on last operation: This option will dictate whether the SFDC system will automatically complete finished goods into stock when a booking is made on the last operation on the works order.

The quantity booked into stock will be based on the quantity complete on the operation booking. If the finished goods are traceable the user will have the opportunity to complete any traceable analysis information and confirm the batch/serial number(s) if manual numbering is enabled.

Allow operations to be processed out of sequence: This option determines whether operations must be completed in sequence order, or whether they can be completed in any sequence. Enabling this option would allow you to capture actual labour time against key operations and skip the operations you do not wish to capture actual times against.

SFDC Horizon Days: This setting determines which operations are listed when logging on to an operation. The horizon days specify is used to filter the list based on the operation start date.