Enter a Routing

When you click Routing in the Project Maintenance (PSM) program, you can enter, change, and delete a routing revision level for a project. See Background and Road Map for more information.

If this is the first record for the routing, the program displays the parent item number and the routing revision level entered in the project header.

Click Add if a routing exists.
Enter the number of the parent item or click the Lookup icon and use the standard lookup options to select the item from a list.
Enter the routing revision level or leave blank. If you leave blank, the program prompts Use the current RRL?
(Conditional) Click Yes to use the revision level entered in the RRL field for this project or click No to enter a different RRL.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Date entered	Required 10 date	Accept the displayed login date, select a different date, or enter a date shortcut. This field is not used by the system, but you can use it in custom reports.
Date changed	Required 10 date	Accept the displayed login date, select a different date, or enter a date shortcut. This field is not used by the system, but you can use it in custom reports.
Customer number	Conditional/Optional 10 alphanumeric	If this is a customer project for an existing customer, enter the customer's number or click the Lookup icon and use the standard lookup options to select the number from a list.
Cust item no	Conditional/Optional 30 alphanumeric	If this is a customer project, enter that customer's number for this item. This field is not used by the system, but you can use it in custom reports.
Customer reference	Conditional/Optional 35 alphanumeric	If this is a customer project, enter the customer's name. This field is not used by the system, but you can use it in custom reports.
Material	Optional 5 alphanumeric	Enter a code or abbreviation for the primary material used in making the item. This field is not used by the system, but you can use it in custom reports.
Material desc	Conditional/Optional 30 alphanumeric	If you entered a code in the Material field, enter an appropriate description for it. This field is not used by the system, but you can use it in custom reports.
Std lot size	Optional 10 numeric	Accept 1 or enter another standard quantity that you make at one time. If you click Operations and select the Multiple setups? field for a regular or unattended operation, the program uses this field to calculate the number of setups: Quantity ordered / Std lot size.
Avg lot size	Optional 10 numeric	Enter the average quantity of the item that you manufacture together, sharing the same production cost and specifications. This field is not used by the system, but you can use it in custom reports.
Max order qty	Optional 10 numeric	Enter the maximum quantity for a single manufacturing order. You can override this maximum in the Manufacturing Order Maintenance (MIM) or Planned Order Maintenance (MOP) program. The Order Release Selection (MRR) program uses this order maximum.
Rough weight	Optional 6 numeric in the format 9999.99	Enter the estimated weight, which can be for a single item, a standard lot, or the raw materials. This field is not used by the system, but you can use it in custom reports.
UOM	Optional 4 alphanumeric	Select a unit of measure. This field is not used by the system, but you can use it in custom reports.

The program displays these accumulated standard hours after you enter operations:

Field Name	Displays
Run/Unit	The total hours per piece for all operations for this item
Run/Lot	The total hours per lot: Run per unit x Std lot size
Setup	The number of hours for all setups
Total	The total hours to setup and manufacture one unit of this parent item: Run per Lot + Setup

Click Operations to create a new operation. or change an operation.

Click Merge routing to use the routing of another project or a parent item in your database.

Enter this data in these fields:

Field Name	Type / Max Length	Action / Description
Merge from project	Optional 12 alphanumeric	Enter the project number whose operation sequences you want to merge into this routing or leave blank and enter an item number in the Item field.
Item	Required 24 alphanumeric	Enter the parent item number from your database whose operation sequences you want to merge into this routing.
RRL	Optional 4 alphanumeric	Enter the Routing Revision Level of the item. If you leave blank, the program prompts Use the current RRL?. Click Yes to use the current RRL or click No to enter an RRL.
Notes	Optional 4 alphanumeric	Select to include notes or leave blank to omit them.

If the sequences you are merging have the same numbers as sequences in an existing routing, the merged sequences replace the existing sequences. Sequences that have different numbers are added.

Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Exit without merging these operations	Click Cancel.
Accept the data and merge	Click OK.

Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Exit without creating this routing	Click Cancel. The program prompts Parent item no and Routing rev lvl. Enter another item or leave blank to exit.
Enter notes for this routing	Click Notes. See Enter Notes.
Add or change operation sequences	Click Operations. See Create a New Operation.
Merge a routing of another project or an item in your database	Click Merge routing. See Merge Routings.
Accept the data	Click OK. The program prompts Parent item no and Routing rev lvl. Enter another item or leave blank to exit.

Note
You cannot delete a record until it has been saved; use Cancel.

Choose the appropriate options when you click OK:

To	Do This
Add another routing revision level	Click Add.
Delete the selected routing revision level	Click Delete. See Delete.
Display the selected routing revision level	Click Select.
Display routing revision levels from a specific level	Click Restart. The program prompts Parent item no and Routing rev lvl. Enter the first item and routing revision level that you want to display or leave blank to begin with the first parent item number in the file.
Print the routing revision level listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Exit routings	Click Exit.

Choose the appropriate options when you click Exit:

Do This

Change a field

Click Modify.

Delete this project

Click Delete. The program prompts Do you want to delete this record?. Click Delete to delete this entire project or click No to retain this project.

Exit without creating this project

Click Cancel.

Display additional fields

Click Other info.

Enter notes for this project

Click Notes. See Enter Notes.

Enter an item, its branch information, and costs

Click Inventory and then:

Click	To enter a/an
Item	Item record. See Enter an Item for a Project.
Branch	Branch record. See Enter Branch Information for a Project Item.
Item cost	Cost record. See Enter Costs for a Project Item.
Back	End this action.

Enter quantities, profit, commission, and discount percents

Click Proj qtys. See Enter a Project Quantity.

Enter a bill of material

Click BOM. See Enter a Project Bill of Material.

Enter a routing

Click Routing.

Enter a new customer

Click Customer. See Enter a Project Customer.

This button displays only if you entered a new customer in the Customer number field.

Enter miscellaneous costs

Click Misc costs. See Enter Miscellaneous Costs.

Calculate costs for project quantities

Click Roll up.

Display the project and unit costs for project quantities

Click Summary. See Display Project Summaries.

Print documents for this project

Click Print and then:

Click	To print a project
Customer	Estimate for this customer. See Print or Reprint a Customer Project Estimate.
In-house	Summary for your use. See Print Project Summaries.
Cost report	Material cost report for your use. See Print a Project Indented Cost Report.
Back	End this action.

Transfer this project to your database

Click Transfer. See Transfer a Project.

Close this project

Click Close proj. See Close a Project.

Display the sales quote generated by this project or the sales order line if the sales quote has been transferred

Click Order. See Enter a Sales Quotation or Display a Summarized Sales Order.

This button displays only for a transferred customer project.

Accept the data and exit

Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display the selected project	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Enter a new project	Click New.
Exit the program	Click Exit.