Adding Routing/Bill of Material Information Manually

This topic describes how to add a routing and bill of material to inventory items (the current routing), jobs, production schedules, or estimate jobs.

NOTE: You can also use the Engineering Workbench form to create and maintain routing/bills of material.

Creating the Routing

1. Open the appropriate operations form:
   • Inventory Item: Use the Current Operations form.
   • Job: Use the Job Operations form.
   • Production Schedule Item: Use the Production Schedule Item Operations form.
   • Production Schedule Release: Use the Production Schedule Release Operations form.
   • Estimate Job: Use the Estimate Operations form.
2. Open the item, job, or production schedule to which you want to add an operation.

3. Select Actions > New.

   NOTE: Required fields are highlighted in a different color on the form. For a description of a particular field, right-click on the field on the form and choose Help.

4. Select the Standards tab (if not already displayed). The Standards tab defines operation setup, queue, and run times, as well as the start and end date. Enter data in the appropriate fields.
5. Select the Resources tab. This tab defines the crew or machine resource groups that this operation requires in order to be processed, as well as parameters related to the resource groups. Enter data in the appropriate fields.
6. Select the Costs tab. The only values you must enter are the Setup and Labor Run Rates, which are used in costing the operation. The Efficiency field is used for planning, scheduling, and costing.
7. Select Actions > Save to save the operation.

Adding Materials

1. On the operations form, click the Materials button to add materials to the operation, if needed. This button opens the appropriate materials form:
   • Inventory Item: Current Materials
   • Job: Job Materials
   • Production Schedule Item: Production Schedule Item Materials
   • Production Schedule Release: Production Schedule Release Materials
   • Estimate Job: Estimate Materials
2. Select Actions > New to add the new material.
3. Enter the data in the appropriate fields.
4. Select Actions > Save to save the new materials.

You can now release the job or production schedule.

Related Topics

Creating Routings and Bills of Material

Engineering Workbench