Master Records > Team > Set Up Team Record

In AccountMate Enterprise, a Team record can be set up to identify employees who work as a team. You can create a team record as long as there is 1 member in the team. These Team records allows you to easily select the group of employees/labor usage records that will be assigned on a work order. Team records makes creating work orders or posting work-in-process easier by selecting just one Team record instead of entering one Labor # at a time.

If you use a team for different types of inventory items with different work shift, rate type and/or pay rate, you must create a different team record for each manufactured inventory item for proper monitoring and costing of the labor component’s usage.

Note: Various drillable fields are available in this function screen. When you click any drillable fields in this function, the corresponding Maintenance window is automatically displayed. For more information about these drillable fields, refer to the Understanding AccountMate Symbols section.

To set up a team record, perform the following steps:

1.Access the Team function from the General Maintenance group in the Maintenance menu of the Manufacturing module. Click the New button to create a new labor record.

Note: If the Team Maintenance function is accessed for the very first time and there are no existing team codes, the General Information screen is automatically displayed; otherwise, the Search screen is displayed.

2.Enter in the Team # field the number of the team record you want to create. This is normally used to represent the group of employees or labor usage records that collectively will be assigned in the manufacture of a master or parent item.

3.Enter in the Description and Short Description fields the name and a short description to identify the team record, respectively.

Note: You must enter a value in the Description field; otherwise, the system will prompt you with an error message and will not allow you to save this record.

4.Click the List box button next to the Status field; then, select either Active or Inactive options.

5.In the Team Members grid, enter the labor number of employees that you want to assign to this team record. Perform the following in this grid:

5.1. Activate a new blank line in the grid by clicking the Append row to end button.

5.2. Enter the labor number in the Labor # field. You may also click the List box button to select a labor usage record from a drop down list. Once a valid labor # is entered in this field, the labor's name and assigned warehouse information (if any) are displayed in the corresponding fields in the grid.

For subsequent grid entries, you may click the Append row to end button to activate a new blank line in the grid or click the Insert row before current button to insert a blank line above the currently selected line in the grid.

To delete a line in the grid, select the line that you want to delete; then, click the Delete button in the grid toolbar.

Note: Be sure that all team members are active status; otherwise, you cannot save this team record.

6.In the Authorized Work Centers grid, enter the work center number(s) where this team record is allowed to work in. Perform the following in this grid:

6.1. Activate a new blank line in the grid by clicking the Append row to end button.

6.2. Enter the work center number in the Work Center # field. You may also click the List box button to select a work center record from a drop down list. Once a valid work center # is entered in this field, the work center's description and assigned warehouse information (if any) are displayed in the corresponding fields in the grid.

To delete a line in the grid, select the line that you want to delete; then, click the Delete button in the grid toolbar.

Note: Be sure that team members must be assigned to the same warehouse as the work centers; otherwise, you cannot save this team record.

7.When you are done setting up the necessary information, save your entries by clicking the Save button from the function toolbar; otherwise, click the Cancel button.

Note: If team members are assigned different work shifts, a message will appear to inform you. Click Yes to proceed and save the record; otherwise, click No to make necessary changes to the team record.

Set Up Team Record

Set Up Team Record

See Also