Create a Purchased Service Operation

When you click Routing and then Operations in the Project Maintenance (PSM) program and select a purchased service operation type, you can create a purchased service operation, change, or delete it.

Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Vendor number	Required 10 alphanumeric	Accept the displayed vendor number, enter a different vendor, or click the Lookup icon and use the standard lookup options to select the vendor from a list.
Oper desc 1 - 4	Optional 20 alphanumeric per line	Accept the displayed description of this operation or enter a one- to four-line text description of the process performed in this operation. This description prints on the shop paper.
Cost per piece	Optional 14 numeric in the format 999999999.99999	Enter the cost that the vendor charges to perform this operation. Manufacturing cost reporting programs use this field to calculate the standard cost for this purchased service and receiving programs use it as a default cost for a purchased service.
Std/Alt oper	Required 1 alphanumeric	Select S if this operation is standard or select A if you expect to use it occasionally.
Move time	Optional 7 numeric in the format 99999.99	Enter the number of days the manufacturing order spends intransit from one operation to the next. Capacity planning and priority dispatch programs and the Accumulated Lead Time Calculation (MLT) program use this field.
Send ahead qty	Optional 10 numeric in the format 9999999999	Enter the quantity that you can send ahead to the next operation, splitting lots into a smaller quantity in order to begin the next operation before completing the current operation. Capacity planning programs use send ahead quantity when calculating load.

Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Exit without creating this operation	Click Cancel. The program prompts Operation seq no. Enter another operation or leave blank to exit.
Enter notes for this operation	Click Notes. See Enter Notes.
Accept the data	Click OK. The program prompts Operation seq no. Enter another operation 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 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 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.

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 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.