Bundle-Track 3.8
Desktop and Network Edition
User’s Guide
Edition date: May 14, 2004.
The information in this document is subject to change
without notice and does not represent any warranty on the part of LaborMetrix,
Inc. The software described in this
document is furnished under a license agreement that accompanies this software,
and may be used or copied only in accordance with this agreement.
Copyright © 2004 LaborMetrix, Inc.,
All Rights Reserved, May 2004
Table of Contents
Introduction. 8
Installing
Bundle-Track 3.8. 8
Install 8
Run
Bundle-Track Links One Time. 8
Un-Installing
Bundle-Track 3.8. 8
Starting
Bundle-Track 3.8. 9
InterBase
Server Manager Must be Running. 9
Changing
Login Details. 9
Printer
Setup. 9
Specifying
Paths to Printers. 9
Configuring
your Ticket Printer 10
Interface
Basics. 10
Arrangement
of Functions. 10
Moving
through Forms. 10
Code and
Description Fields. 11
Setup. 12
Setup
Sub-Area Overview.. 12
Setup Areas. 12
Setup
Options areas. 12
Options:
General Setup. 13
Overview of
General Setup Sub-Areas. 13
Currency
Settings. 14
Setting
your Site’s Country and Currency. 14
Site
Description. 14
Pay Rate
Representing Employee’s Home Rate (Network Edition only) 14
Departments. 15
How
Departments are Used. 15
Department
Controls. 15
Adding
Departments. 15
Editing
Departments. 16
Removing
Departments. 16
Identifying
a Department’s Dependants. 16
Teams
(Network Edition only) 16
How Teams
are used. 17
Team
Controls. 17
Adding
Teams. 17
Identifying
Team Dependencies. 18
Shifts. 18
How Shifts
are Used. 18
Shift
Controls. 18
Premium
Method. 18
Apply Shift
Premium to Overtime. 18
Pay Groups. 18
Pay Group
Controls – General tab. 19
Pay Group
Controls – History Data Control tab. 19
Pay Group
Controls – Members. 19
Premium
Rules. 19
Premium
Rules Controls – General tab. 20
Premium
Rules Controls – Overtime tab. 20
Overtime
Basis x Overtime Factor = Overtime Premium... 20
What
“Overtime Eligible” means. 20
Specifying
the Overtime Rule. 21
Setting the
Threshold and Factor with Single Threshold Rules. 21
Setting the
Threshold and Factor with Double Threshold Rules. 21
Setting the
Basis for On-Standard Events. 22
Setting the
Basis for Off-Standard Events. 22
Premium
Rules Controls – Shift Control tab. 22
Unit
Settings. 23
Rate Types. 23
How Rate
Types are Used. 24
Printing
and Scanning options. 24
Rates
Multiplied By options. 24
Pay Rates. 25
How
Bundle-Track Handles Overrides to Pay Rates. 25
Pay Rates
Controls – General tab. 25
Pay Rate
Dependencies. 25
Pay Rates
Controls – History Data Options tab. 26
Calculate
using history data. 26
Calculate
automatically after Period close. 26
Data Range
options. 26
Performance
Measure options. 26
Pay Rates
Controls – Advanced tab. 27
Hours
worked per Period. 27
Hours
worked per calculation. 27
Lower and
Upper Limits of Rate (Network Edition only) 27
Pre-Defined
Pay Rates. 27
Operation
Base Rates. 28
Operation
Base Rates Controls. 29
Rate. 29
Operation
Base Rate Dependencies. 29
Ticketing-Scanning
Settings. 29
Cut Entry
tab. 29
Units. 29
Enter
Fractions As. 29
Examples of
How Inputted Production Quantities will be Interpreted. 30
Examples of
How Production Quantities will be Reported. 30
Default
Quantity. 31
Bundle
Ticket tab. 31
Units. 31
Layout 31
Order In
Section. 31
Show
Fractions As. 32
Scanning
tab. 32
Customers. 32
Customer
Controls. 32
Description. 32
Options:
Product Setup. 32
Overview of
Product Setup area. 33
Ticket
Sections. 33
How Ticket
Sections are used. 33
Ticket
Sections Controls. 33
Tracking
Stages. 33
How
Tracking Stages are Used. 34
Tracking
Stages Controls. 34
Colors. 34
Size Sets. 34
How Size
Sets are Used. 34
Size Set
Controls. 34
Custom Lot
Fields. 35
How Custom
Lot Fields are Used. 35
Custom
Employee Fields (Network Edition only) 35
Options:
System Tables. 35
Time Units. 35
Time Units
Controls. 36
"Per"
Units. 36
How “Per”
Units are Used. 36
“Per” Units
Controls. 36
Currencies. 37
Currencies
Controls. 37
Countries. 37
Operations. 37
Overview of
the Operations area. 37
Save,
Cancel, and Close Buttons in the Operations area. 37
Save Button
Auto-Adds in Add mode. 38
Cancel
button. 38
Close
button. 38
Operation
Groups. 38
Defining
Operation Groups. 38
Operations. 38
Operations
Tab Controls. 39
Operation
Editor Controls. 39
Operation
Attributes. 39
Rate
Settings. 39
Rates. 40
Working
with Sized Rates. 40
Multi-Operations
(Network Edition only) 40
Multi-Operation
Groups. 41
Multi-Operations
editor 41
Choose
Operation panel 41
Products. 41
Overview of
the Products area. 42
Product
Groups tab. 42
Tracking
Sequences tab. 42
Defining a
Tracking Sequence. 42
Assigning
Available Stages. 43
Arranging
Included Stages. 43
Products
tab. 43
Products
Controls – General tab. 43
Products
Controls – Colors tab. 43
Adding
Standard Colors. 44
Adding
Colors not defined in the Standard Table. 44
Products
Controls – SKU Codes tab. 44
Products
Controls – Routing tab. 44
Routings. 44
the Routing
Screen. 44
Elements of
the Routing Screen. 45
Steps Editor 45
Sections /
Stages View dropdown. 45
Summary and
Details buttons. 46
Step
Details dropdown. 46
Section
Tools. 46
Step Tools. 46
Copy Routing
From... 47
Ticket
Sections. 47
Adding
Sections to the Routing. 47
Changing
Sections. 47
Removing
Sections from the Routing. 47
Re-Sequencing
Sections within the Routing. 48
Routing
Steps. 48
Adding
Steps. 48
Re-Sequencing
Steps. 48
Moving
Steps to Another Section or Another Stage. 48
Removing
Steps. 48
Step-Specific
Rates. 49
Rate Detail
Columns. 49
Anchored
and Floating Rates. 49
Sized Rates. 49
The Step
Editor 50
Section. 50
Stage. 50
Operation. 50
Money Rate
and Time Rate. 50
Sized Rates. 50
In-Grid Editing. 50
Changing
the Operation. 51
Changing
Rates. 51
Personnel
& Pay. 51
Introduction
to Pay Conditions. 51
Pay
Condition Groups tab. 52
Pay Conditions
tab. 52
Pay
Condition editor – General tab. 52
Pay
Condition editor – Properties tab. 52
Pay
Condition editor – Associated Rates tab. 53
Pay
Condition editor – Standards tab. 54
Standard
Used for Payroll 54
Standard
Used for Efficiency. 55
Pay
Condition Editor – Training Curve tab (Network Edition only) 55
Pre-Defined
Pay Conditions. 56
Employees. 57
Employee
editor – General tab. 57
Employee’s
Name - Last, First, Middle. 57
Identification. 57
Membership. 57
Employee
editor – Special Pay tab. 58
Premium
Rule. 58
Pay Group
(Network Edition Only) 58
Pay Rates. 58
Operation
Base Rates. 59
Employee
editor – Custom Fields tab (Network Edition only) 59
Employee
editor – Training Steps tab (Network Edition only) 59
Schedules. 60
Introduction
to Events. 60
Introduction
to Schedules. 60
Schedule
Editor 61
Changing
the Pay Condition. 61
Changing
the Department/Team... 61
Changing
the Total Time. 62
Makeup Sets. 62
Makeup Set
Editor – Makeup Sets tab. 62
Makeup Set
Editor – Properties tab. 62
Makeup Sets
Editor – Member Pay Conditions tab. 63
Activities. 64
Lots. 64
Lots Panel 64
Adding A
Lot 65
Removing a
Lot 65
Lot Editor 65
Lot Editor
– General tab. 65
Lot Editor
– Planed Units tab. 65
Lot Editor
– Key Dates tab. 65
Lot Editor
– Colors tab. 66
Lot Editor
– SKU Codes tab. 66
Lot Editor
– Routing tab. 66
Routing
Overrides. 66
Lot Editor
– New Cut tab. 66
Cuts. 67
Cuts Panel 67
Cut Status. 67
Adding Cuts. 67
Removing
Cuts. 68
Cut Editor 68
What’s
Editable?. 68
Cut Editor
- General tab. 68
Cut Editor
- Cut Entry tab. 68
Cut
Planning – the Cut Entry tab in Edit Status. 68
Two Entry
Modes. 69
Cut Entry
in Bundle Sets Mode. 69
Bundle Set
Tools. 69
Table
Columns. 69
Cut Entry
in Spreadsheet Mode. 69
Color
Controls. 69
Size
Controls. 70
Leaving
Edit Status is Permanent 70
Changing
Cut Details after Leaving Edit Status. 70
Ticket
Printing – the Cut Entry tab in Print-Ready Status. 70
Printing. 71
Ticket
Printer Configuration. 71
Two Viewing
Modes. 71
Print
Controls in Bundle Set View.. 71
Enabling
Some Bundles in a Set 71
Check to
End button. 71
Print
Controls in Spreadsheet View.. 72
Bundle text
box. 72
Mark for
Reprint button. 72
Unmark
Reprint button. 72
Check to
End button. 72
Double-Click
to Toggle. 72
Print
Controls in View Bundles Sequentially View.. 72
Check to
End button. 72
Leaving
Print-Ready Status is Permanent 72
Bundle
Adjustments. 73
Bundle
Adjustments Controls. 73
Events
and Production. 73
Creating
Events. 74
Specifying
the Employee. 74
Code Text
Field. 74
Dropdown
button. 75
Specifying
the Work Date. 75
Events
Table. 75
Changing
Event Charges. 75
Event Tools
buttons. 75
Use
Schedule button. 76
Effect of
Using Schedule on Daily Overtime Threshold. 76
Introduction
to Production Entry – the Production panel 76
Selecting a
Target Employee, Team, or Department 76
Selecting
the Work Date. 77
Selecting
the Event 77
Accessing
the Production Panel 77
Production
Entry – Bundle Tickets tab. 77
Remember to
Select the Proper Event 77
Manual
Ticket Entry. 78
Looking Up
Lost Tickets. 78
Ticket
Finder Filters. 78
Viewing
Ticket Details. 78
Changing
Ticket Quantities. 78
Viewing and
Changing Unsized Rates throughout the Lot (Network Edition only) 79
Splitting a
Ticket 79
Scenario: 79
Friday: 80
Monday: 80
Unscanning
A Ticket 80
Scanning a
"Variable" Rate Type (Network Edition only) 80
Production
Entry – Adjustments tab. 80
Three Types
of Adjustment 81
Currency
Adjustments. 81
Time
Adjustments. 81