Master Records > Team > Update or Delete Team Record

The Team Maintenance function allows you to update or delete a team record if it meets the following conditions:

•The team record is not currently used in work orders (e.g., not used in exploded or unexploded work orders, work orders in process, or work orders posted to finished jobs).

•You did not assign the team record to any bill of materials record.

Be particularly careful when you change the values of the following fields in this function:

oStatus

When you change the status of a team record from Active to Inactive, this will only affect the explosion of work orders, posting of finished jobs, and voiding of jobs. The change of team resource status will not affect the posting of work-in-process because the system verifies the status of the team resource during explosion.

oWork Center

Any change on the value in this function affects only the new work orders that you create after the change.

oLabor #

Any change in the labor # or team members will affect both new and existing work orders.

To update or delete 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. The Search screen is automatically displayed when this function is accessed.

2.Enter in the Search field the team record that you want to update. You may also scroll up or down the grid to locate the team code; then, double-click the code to select. As soon as a team code is selected, the team record details are automatically displayed on their corresponding fields.

Alternatively, you may use the full text search feature when searching for team records. Simply click the Show Full Text Search button in the right-most section of the function screen to display the Full Text Search field. Enter in this field the value of the record you want to search for using the values in the columns displayed on the Search screen.

3.Review or amend the values in the applicable fields. Take note that fields that are grayed out or inaccessible cannot be edited or changed.

4.When you are ready to proceed, click the Save button in the function toolbar to save your changes; otherwise, click Cancel to discard your changes.

5.To delete an existing team record, click the Delete button in the function toolbar. A message will be displayed confirming if you want to delete the team record. Click Yes to confirm deletion; otherwise, click No.