Copying Routings/BOMs

You can create a new routing and bill of material by copying it from another inventory item (which uses the current routing and BOM), another job, estimate job, or a production schedule item or release.

Using the Copy Routing/BOM Form or Engineering Workbench

Use either of these forms to copy any type of routing/BOM.

Open the Copy Routing BOM form. (Or you can use the Engineering Workbench's Copy BOM button to open this form with the "From" information already filled in.)
In the From Category field, select the type of transaction from which to copy the routing and the bill of material.
Enter the appropriate data in the required fields. The From Category you select determines the fields you must enter.
- Job - Enter a valid job number when entering a job number to Copy From. If Copy To, you can either enter a valid job number, a new job number, or leave it blank and let the system create a new job.
- Sched ID - Enter a valid production schedule ID when entering a production schedule to Copy From. If Copy To, you can either enter a valid production schedule ID, a new production schedule ID, or leave it blank and let the system create a new production schedule.
- Rework - If the displayed job is a rework order, the Rework field will be selected.
  NOTES:
  - If the target job (or estimate job) displayed in the "To" section of the form is a rework order, you can copy a material to the job BOM that is the same as the job's end item. This recursive BOM structure is allowed only for rework jobs.
  - You cannot copy a job structure to a new job if the job BOM contains a sub-job that is a rework order.
  - You cannot copy materials from a rework order to a current BOM.
- Item - Select the item from which to copy the current routing.
- Release - Select the due date of the production schedule release from which to copy the routing/BOM information.
- Revision - Enter the revision number of the item.
- Starting and Ending Operation - Enter the range of operations to copy. The default will be the starting and ending operation numbers from the job, production schedule, or current routing.
- Copy Indented BOM - Default is No. Select Yes to copy the bill of material and create sub-jobs for any current subassembly materials within the BOM that have a Reference of Job.
  
  NOTE: When you first create the sub-jobs in this manner, the Start and End dates on those jobs will be blank. The next time you run APS Planning, the system will populate these dates based on the current plan data. If you are using MRP, you must run Scheduling to populate the blank dates on the sub-jobs.
- Extend by Scrap Factor - Default is No. Select Yes to use the scrap factor displayed on the Current Materials form as the variable for increasing the quantity on sub-jobs (when the Copy BOM field is set to Yes).
- Option - Select a destination for routings and BOMs being copied or accept the default of Insert.
- Labor, Material, or Both - Default is Both. This field is used to further define what portion of the routing to copy.
- After Oper - Enter the operation number after which to insert the new routing.
- Effective - Select a date to copy only non-expired BOMs or accept the default of the current system date.
- Copy to PS Release BOM - Select this check box to copy the production schedule item's routing/BOM to any of the production schedule item's releases that do not have a routing/BOM. If the PS item does not contain a routing/BOM, the item current routing/BOM will be copied to the releases. This field is active only if the To Category is set to PS Item.
In the To Category field, select the type of transaction to which you want to copy the routing and BOM. To create a new job from the From information (when the To Category is set to Job), leave the Job field blank.
Select the Process button to start the copy process.

NOTE: If you set the Copy BOM field to Yes, and you are using the Infinite APS or APS planning mode, the message "[Planning] should be performed" displays. It is not necessary to run APS Planning immediately, but you should run it before the next time you run the Scheduling activity. The copy process may create sub-jobs with blank start and end dates; running APS Planning will populate those dates so the Scheduling activity can run properly. If you are using the MRP planning mode, the message "[Scheduling] should be performed" displays in this situation. With MRP mode, you must run Scheduling to populate the sub-job dates.

Multi-Site Item BOM Copy

To copy an item's single-level current routing and BOM to the same item at other sites, see Copying a Multi-Site Item Bill of Materials.

About Preassigned Lot/Serials

The settings for the Preassign Lots and Preassign Serials check boxes on the original job are copied to the new job; however, any preassigned lot or serial numbers are not copied and must be generated for the new job.

Using the Job Orders or Estimate Job Orders Forms

The Job Orders and Estimate Job Orders forms allow you to create a new job or estimate routing by copying from the item's current routing. If you are copying from the item current routing, this method is easier than using the Copy Routing/BOM form.

NOTE: This method of copying the routing/BOM does not create sub-jobs for subassembly materials. You must use the Copy Routing/BOM form and enable the Copy BOM field to create sub-jobs automatically.

Open the desired job.
Click Copy Routing/BOM on the References tab.
Click OK at the confirmation message. The system copies the routing from the item current routing to the displayed job.
Select Actions > Save to save the changes to the job.

To update the planned material costs from the Items form, click Update Planned Costs.

About Alternate Materials

This section applies only if you are using the APS planning mode.

The information below describes how alternate materials are copied when you copy the current routing/BOM in various forms in the system.

Engineering Workbench

On the Engineering Workbench form, you can copy a material from a current routing/BOM to another routing/BOM. When you copy an alternate material in this manner, it is always copied to the new routing/BOM as a primary material. To make the material an alternate in the new routing/BOM, change the new material's Alt Group number appropriately before you save the new record.

When you copy a current operation from one item to another item, any alternate materials specified in the source operation are copied as alternate materials. However, when you copy a current operation to create any other type of operation (such as a job or production schedule operation), the alternate materials are NOT copied.

Copy Routing/BOM

When you copy a current routing/BOM from one item to create a routing/BOM for another item, any alternate materials specified in the source routing/BOM are copied to the new routing/BOM as alternate materials.

When you copy a current routing/BOM to create another type of routing (such as a job or production schedule routing/BOM), the system copies any alternate materials APS selected in the last plan.

Firming Job Orders and Production Schedule Releases

When you firm a job or production schedule release that APS has planned, and you copy the current routing/BOM, the system copies any alternate materials selected in that last plan. The alternate materials are copied to the new routing/BOM as alternate materials.

When you firm a job or production schedule release that has not been planned, and you copy the current routing/BOM, the system does NOT copy any alternate materials.