Adding Routing/BOM Information with Engineering Workbench

You can use Engineering Workbench to add a routing and bill of material to inventory items (the current routing), jobs, production schedules, or estimate jobs.

Selecting the Transaction

1. In the View field, select the type of routing/BOM: current (inventory item), standard, job, estimate, or production schedule.
2. Click the filter button in the toolbar.
3. Use the header fields to select the item, job, or production schedule to which you want to add routing/BOM information.
4. Click the filter button again. Any existing routing information for the item, job, or schedule is displayed.

Creating the Routing

1. In the Operations grid, add a new record for each new operation in the routing. Use the grid fields to select a work center and define operation setup, queue, and run times, as well as the start and end date and other information about the operation.
2. After adding all the operations for the routing, select Actions > Save.
3. If you need to define resources for an operation beyond the default resource group defined for that operation's work center:
   1. Right-click on the operation number in the Operations grid and click Details. The appropriate Operations form opens, with the record for this operation displayed.
   2. In that form, select the Resources tab and define the crew or machine resource groups that this operation requires in order to be processed, as well as parameters related to the resource groups.
   3. Save the record and close the form.
4. If you need to define costs for an operation:
   1. Right-click on the operation number in the Operations grid and click Details. The appropriate Operations form opens, with the record for this operation displayed.
   2. In that form, select the Costs tab and define the values used in costing this operation.
   3. Save the record and close the form.

Adding Materials

The Engineering Workbench record containing a new operation must be saved before you can add materials for the operation.

1. In the Materials grid, add a new record. Select an operation for which you want to define a material. Then select or enter the rest of the information about the material. You can add multiple lines defining different materials for a single operation.
2. Once you have added all the materials for the operations you defined, select Actions > Save to save the new materials.

Viewing the New Routing/Materials in the Left Tree Pane

The left pane of the Engineering Workbench form contains a tab for each of the following routing/Bills of Material (BOM):

• Current
• Standard
• Job
• Estimate
• PS Item
• PS Release

To see in the left pane the new operations or materials you added, either close and reopen the Engineering Workbench form, or click the filter button on the left pane and click OK in the dialog that appears. Either method refreshes the tree pane.

The tree display is shown here:

You can collapse the tree display into a simpler view by selecting the (-) symbol next to each item or operation. For example, suppose you want to look at operations for the item, without displaying the materials. Click the (-) symbol next to the operation, and the materials disappear in the collapsed tree. The word "Alternate" appears next to any material that is specified as an alternate material on a current operation.

NOTE: You cannot add or remove operations or items from routing/BOMs in the left pane. Use the right pane of the Engineering Workbench form for maintaining routing/BOMs.

Related Topics

Creating Routings and Bills of Material

Engineering Workbench