Enter the routing number. If this is the first routing record for this part, 1 displays, and the Primary Routing check box is automatically selected, but can be cleared. If you enter additional routing records for the same part, each routing number increments sequentially by one digit. You can select only one routing number as the primary routing for the same part.

Enter the description of the routing being added.

Enter header notes in this text field.

Select this check box to release the routing and make it ready for use. This check box is unavailable if you selected the Use Separate Routing Release Function check box on the Configure Routing Settings screen, in which case you must use the Release Routings screen to release the routing.

If you selected the Release Routing check box on the Configure Engineering Change Notice Settings screen, you can release a routing, if it is assigned to an Engineering Change Notice (ECN) found on the Manage Engineering Change Notices, Approve Engineering Change Notices, and/or Update Approved Engineering Change Notices screens. If you selected the Modify Released Routing check box in the ECN Corporate Settings block, you can maintain routings that have already been released only in the Manage Engineering Change Notices, Approve Engineering Change Notices, and/or Update Approved Engineering Change Notices screens.

Select this check box to indicate that this is the primary routing for this part. Primary routings are used as defaults for manufacturing orders and costing and capacity planning.

This field displays the company ID assigned to the routing record. This field is hidden if you selected the Separate Items by Company check box on the Configure Product Definition Settings screen.

Click the Release Operations button to release all the unreleased routing operations.

Enter the operation number of the routing step. Each routing line requires an operation. This number must be greater than zero.

Enter the routing step number. This number must be greater than zero.

Select Step Type from the drop-down list. The values are:

• Standard
• Cost
• Capacity

Enter, or click to select, the code of the labor or subcontractor operation being performed on this routing step. You can establish operation information on the Manage Labor Operations or Manage Subcontractor Operations screens in Routings.

This column displays the operation type code associated with the Operation entered. If the Operation field is blank, you can click to select an operation through its type. You can establish Operation Types in the Routing Controls menu in the Routings module.

If this routing step is part of an alternate operation, this number must be greater than zero.

This column displays Labor if the operation was established in the Manage Labor Operations screen, or Subcontract if the operation was established on the Manage Subcontractor Operations screen.

This column displays the name of the operation.

This column loads the work center ID entered on the Manage Labor Operations screen. for the operation. This field is populated only for labor operations. Work Centers do not apply to subcontractor operations. You can maintain work center information in the Manage Work Centers screen.

This column displays the name of the work center.

Enter, or click to select, the default process type for the operation. If you add a new line that is a labor operation, and the Routing Primary Default Source is Work Center on the Configure Routings Settings screen, the Process Type code assigned to the work center (on the Manage Work Centers screen) populates this field by default. Otherwise, if you selected the Operation option as the Routing Primary Default Source, the labor operation's Process Type code populates this modifiable field by default from the Manage Labor Operations screen.

Select the QC Step check box if the operation requires quality control on the Shop Floor Control screens in the Manufacturing Orders menu in Production Control. Clear the QC Step check box if you do not want the step to require quality control. Depending on whether this is a labor or subcontractor operation, this field defaults from the QC Operation check box on either the Manage Labor Operations or Manage Subcontractor Operations screens and can be modified.

Select the SFC Step check box if the operation requires users to record a completion on the Shop Floor Control screens in the Manufacturing Orders menu in Production Control. Clear the SFC Step check box if you do not want the step to require Shop Floor Control. Depending on whether this is a labor or subcontractor operation, this field defaults from the SFC Operation check box on either the Manage Labor Operations or Manage Subcontractor Operations screens and can be modified.

Enter, or click to select, the date when this routing step becomes effective. The As of Date defaults here for new lines but can be modified.

Enter, or click to select,the date when this routing step is no longer effective.

Select the Run Type from the drop-down list. This field displays the default Variable or Fixed that determines how unit run hours or fixed lead time are calculated. You can override the default value by selecting Variable if hours are calculated on a per unit basis, or Fixed if hours are not based on order size.

Enter the number of operation hours it takes to complete one unit in this routing step. If you entered a default for the operation on the Manage Labor Operations screen, that number populates this field by default. You can override this default value with a more accurate number.

This check box is selected if this routing step is released and ready for use, and is cleared if it is not.

This column displays the ID of the last user to modify this routing operation after it was initially entered.

This column displays the date and time this routing operation was modified.

This column displays the ID of the user who initially entered this routing operation.

This column displays the date and time this routing operation was entered.

This column displays the Organization ID entered on the Manage Labor Operations screen for this labor operation but can modified. You can enter, or click to select, an organization.

This column displays the name associated with the specified Organization ID. If an organization is not specified, you can click to select an organization through its name.

This column displays the abbreviation associated with the specified Organization ID. If an organization is not specified, you can enter, or click to select, the abbreviation of the organization that performs this routing step.

This column displays the cumulative unit run hours for this routing line when the Alternate Operation is 0, the Run Type is Variable, and the Step Type is Standard.

Enter the time in hours required to set up a new manufacturing order at the work center for this routing step. This column may already display the setup hours from the Manage Work Centers screen, but you can override the default with another value.

This column displays the cumulative setup run hours for this routing line when the Alternate Operation is 0 and Step Type is Standard.

Enter the time in hours required to move a manufacturing order to the work center for this routing step. The column may already display the move hours from the Manage Work Centers screen, but you can override the default with another value.

This column displays the cumulative move hours for this routing line whose Alternate Operation is 0 and Step Type is Standard.

Enter the time in hours a manufacturing order must wait at the work center for this routing step. The column may already display the queue hours from the Manage Work Centers screen, but you can override the default with another value.

This column displays the cumulative queue hours for this routing line whose Alternate Operation is 0 and Step Type is Standard.

This column displays the sum of the Setup Hours, Move Hours, and Queue Hours fields for routing lines with a Variable run type. If the Run Type is Fixed, the Unit Run Hours is added.

This column displays the cumulative fixed lead time hours based on the Run Type whose Alternate Operation is 0 and Step Type is Standard.

Select the Overlap Type from the drop-down list for starting this operation before the previous operation finishes. The values are:

• None: This type considers that there can be no overlapping between the previous operation and the new one.
• Setup: This type considers that the setup/configuration for the next operation can begin while the previous operation is still running.
• Units: If this type is selected, you must enter the units of overlap in the Overlap Quantity field.
• Hours: If this type is selected, you must enter the hours of overlap in the Overlap Quantity field.

Enter the amount in hours or units by which the start of this operation can overlap the previous one. If you selected None or Setup in the Overlap Type field, this field is disabled and set to zero.

Enter, or click to select, the ID of the key resource consumed by this routing step. You can establish key resources on the Manage Key Resources screen.

This column displays the associated description for the selected ID on the Key Resource field. If the Key Resource field is blank, you can click to select a key resource through its description.

This column displays the unit of measure set up for the key resource.

Enter the number of key resource units consumed by each unit processed in this routing step.

Enter the number of key resource units consumed by the setup of this routing step.

This column displays the functional currency of the company ID that is associated with the routing (from the Configure General Ledger Settings screen in General Ledger). You can also establish default currency settings on the Configure Multicurrency Settings screen in Costpoint Multicurrency. This field is hidden if you selected the Separate Items by Company check box on the Configure Product Definition Settings screen.

Select the rate source from the drop-down list. This indicates where cost information is taken from when costing the routing step. There are three options, depending on whether the routing line contains a labor or a subcontractor operation:

• Work Center: Cost information is used only for labor operations, and can be maintained on the Manage Work Centers screen.
• Operation: Run rate and setup rate cost information is used only for labor operations; standard unit and fixed costs are used only for subcontractor operations. Burden rates can be used for both labor and subcontractor operations.
• Override: You can enter run rate, setup rate, and burden rate information to override current work center and current operation cost information (labor operations only). You can enter standard unit cost, fixed cost, and burden rate information to override current operation cost information (subcontractor operations only). Overriding cost information is specific to a part/routing.

This column displays the hourly labor rate for manufacturing in this work center. You can modify the run rate in the Run Labor Hourly Rate field on the Manage Work Centers screen. This field is hidden if the routing line contains a subcontractor operation.

This column displays the hourly labor rate for doing setups in this work center. You can modify the setup rate in the Setup Labor Hourly Rate field on the Manage Work Centers screen. This field will be hidden if the routing line contains a subcontractor operation.

This column displays the target burden rate to be applied to labor dollars in this work center. You can modify the burden rate in the Labor Burden Rate field on the Manage Work Centers screen. This field is hidden if the routing line contains a subcontractor operation.

This column displays the hourly labor rate for this labor operation. You can modify the run rate in the Run Labor Hourly Rate field on the Manage Labor Operations screen. This field is hidden if the routing line contains a subcontractor operation.

This column displays the hourly labor rate for doing setups for this labor operation. You can modify the setup rate in the Setup Labor Hourly Rate field on the Manage Labor Operations screen. This field is hidden if the routing line contains a subcontractor operation.

This column displays the standard unit cost of this operation for every item processed. You can modify the standard unit cost in the Standard Order Unit Cost field on the Cost subtask of the Manage Subcontractor Operations screen. This field is hidden if the routing line contains a labor operation.

This column displays the standard fixed cost of this operation for each new purchase order. You can modify the standard unit cost in the Standard Order Fixed Cost field on the Cost subtask of the Manage Subcontractor Operations screen. This field is hidden if the routing line contains a labor operation.

This column displays the target burden rate to be applied to the amount expended by this operation. For labor operations, you can modify this field in the Labor Burden Rate field on the Manage Labor Operations screen. For subcontractor operations, you can modify this field in the Burden Rate field in the Cost subtask on the Manage Subcontractor Operations screen.

This column displays the unit run hours from the routing line in the main screen. This field is hidden if the routing line contains a subcontractor operation.

This column displays the setup time in hours for this routing step that was entered in the Unit Run Hours column. This field is hidden if the routing line contains a subcontractor operation.

Enter the override hourly labor rate for this routing step. This field is enabled only if you selected Override in the Rate Source field. This field is hidden if the routing line contains a subcontractor operation.

Enter the override hourly labor rate for doing setups for this routing step. This field is enabled only if you selected Override in the Rate Source field. This field is hidden if the routing line contains a subcontractor operation.

Enter the override standard unit cost for the outside operation routing step. This field is enabled only if you selected Override in the Rate Source field. This field is hidden if the routing line contains a labor operation.

Enter the override standard fixed cost per order for the outside operation routing step. This field is enabled only if you selected Override in the Rate Source field. This field is hidden if the routing line contains a labor operation.

Enter the target burden rate to be applied to direct dollars expended in this routing step. This field is enabled only if you selected Override in the Rate Source field. This field is hidden if the routing line contains a labor operation.

Enter notes related to the routing line.

Click the Calculate Totals button to recalculate the cumulative lead time hours for the routings lines.