Create an Operation

When you click Routing and then Operations in the Project Maintenance (PSM) program, you can create a new operation, merge operation sequences from another item, change, and delete an existing operation. You can also display an operation of a transferred project. See Background and Road Map for more information.

Click Add if operations exist. The program prompts Operation seq no.
Enter a operation sequence number to indicate the order of this operation in the manufacture of this item. Operations print in sequence number order on shop paper.

You can enter up to 9999 operations. However, you should increment sequences by a number greater than 1 so that you can insert operations at a later date.

Enter a unique code for this operation or click the Lookup icon and use the standard lookup options to select a standard operation code from a list. If you enter a unique code, the program assumes you are creating a new operation.
(Conditional) Select the operation type: B for batch, I for indirect, P for purchased service, R for regular, or U for unattended.

Accept the displayed work center number, enter the work center, or click the Lookup icon and use the standard lookup options to select the work center from a list.

The fields that display depend on the operation type you select.

For 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
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 operation 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. See Merge Operations.
Exit operations	Click Exit. The program prompts Operation seq no. Enter another operation or leave blank to 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 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.