Change a Project 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.

The program displays this information for each existing routing revision level:

Field Name	Displays
Parent item no	The parent item for this routing
RRL	The Routing Revision Level
Changed	The date this routing last changed
Entered	The date this routing was created
Cust item no	If this is customer project, the customer's number for this item

Select the parent item routing revision level you want to change and click Select.
Click Modify and enter the correct data. See Enter a Routing for field descriptions.
Click Operations to change an operation. See Change an Operation.
Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Delete this routing revision level	Click Delete. The program prompts Exit without updating. Click Yes to exit without changing this routing or click No to retain the changes you made.
Exit without changing this routing	Click Cancel. The program prompts Exit without updating? Click Yes to exit without changing the record or click No to retain the changes that you made.
Enter or change notes for this routing	Click Notes. See Enter Notes or Change Notes.
Add or change operations	Click Operations. See Create an Operation or Change an Operation.
Merge a routing of another project or an item in your database	Click Merge routing. See Merge Routings.
Accept the data	Click OK.

Choose the appropriate options when you click OK or Cancel:

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 number and Routing rev lvl. Enter the first number you want to display or leave blank to begin with the first number.
Print routing revision levels	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. See Enter a 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.

When you click OK or Cancel enter another project or exit the program.