Merge Routings

When you click Routing in the Project Maintenance (PSM) program, you can merge operations from another project or from an item in your database. 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 number
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 a customer program, the customer's number for this item

Select the routing revision level and click Select.
Click Merge routing.
Enter 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 project or leave blank to 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 project.
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 change the RRL.
Notes	Optional 4 alphanumeric	Select to merge notes or leave blank to exclude notes.

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	Click Cancel.
Accept the data and merge	Click OK.

Click Operations to display and change the sequences you merged.
Select the operation sequence you want to change and click Select.
Click Modify. The fields that display depend on the operation type that you selected.

Operation type	See for field descriptions
B or R	Create a Regular or Batch Operation
I	Create an Indirect Operation
P	Create a Purchased Service Operation
U	Create an Unattended Operation

Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Delete this operation	Click Delete. See Delete.
Exit without changing this operation	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.
Change the Work center no field	Click Other info and then Modify.
Enter or change notes for this operation	Click Notes. See Enter Notes or Change Notes.
Accept the data and exit	Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another operation	Click Add.
Delete the selected operation	Click Delete. See Delete.
Display the selected operation	Click Select.
Display operation from a specific sequence	Click Restart. The program prompts Operation seq no. Enter the first sequence that you want to display or leave blank to begin with the first sequence in the file.
Print the operation 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.
Merge operation sequences from another project or an item in your database	Click Merge.
Exit operations	Click Exit.

Choose the appropriate options when you click Exit:

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 RRL that you want to display or leave blank to begin with the first item and RRL 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 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.

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.