Enter, or click to select, a Part. You can also click to select a part. Choose characters for your Part that help identify the type of selections you made in the screen.

When you save your record, all the details made in the screen are stored with the Part ID. Later, you can retrieve the part using Query.

You can maintain parts more efficiently because you can select the Part ID with its previously defined parameters. After the default selections display in the screen, you can override the defaults.

Enter, or click to select, the revision of the part for which the routing is being created. This field displays a revision if one has been associated with the selected Part.

This field displays the description of the part that you selected in the Part field. You can also click to select a different part and its corresponding description.

This field is visible only if the Use Part Data Security Controlscheck box is selected on the Configure Product Definition Settings screen, which indicates that the part that you selected is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

Enter the routing number. If this is the first routing record for this part 1 displays, the Primary Routing check box is automatically selected, but can be cleared. However, 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 the Released Routing check box to release the routing and make it ready for use.

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

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 in the Product Definition Corporate Settings subtask of 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.

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.

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 Maintain Labor Operations screen, or Subcontract if the operation was established in the Maintain Subcontractor Operations screen.

This column displays the name of the operation.

This column loads the work center ID entered on the Maintain Labor Operations screen. Work Centers do not apply to subcontractor operations. You can maintain work center information in the Maintain 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 in the Routings Settings screen, the Process Type code assigned to the work center (in the Maintain 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 Maintain Labor Operations screen.

Select the QC Step check box if the operation is a quality control operation that requires quality control in the Shop Floor Control 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 in either the Maintain Labor Operations or Maintain Subcontractor Operations screen and can be modified.

Select the SFC Step check box if the operation requires users to record a completion in the Shop Floor Control 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 modifiable field defaults from the SFC Operation check box in either the Maintain Labor Operations or Maintain Subcontractor Operations screen.

Enter the date on which this routing step becomes effective. The As of Date populates this modifiable field, by default.

Enter the date on which 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. A number already displays if a default value was set up in the Maintain Labor Operations screen for the operation. You can override the default value with a more accurate number.

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

This column displays the ID of the user who modified 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.

Enter, or click to select, the ID of the organization that is performing this routing step. The organization name is displayed in the ORG Name column.

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.

Enter, or click to select, the abbreviation of the organization that performs this routing step. If you entered an ID in the Organization field, this column displays the organization abbreviation associated with the organization ID.

This column displays the cumulative unit run hours for this routing line when its 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 Work Center Detail subtask of the Maintain 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 Work Center Detail subtask of the Maintain 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 on the left may already display the queue hours from the Work Center Detail subtask of the Maintain 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 will be 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 need to enter the units of overlap in the Overlap Quantity field.
• Hours: If this type is selected, you need to 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 OverlapType 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 in the 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 default functional currency of the company ID that is associated with the routing (from the G/L Settings screen in Costpoint General Ledger). You can also establish default currency settings in the Multicurrency Settings screen in Costpoint Multicurrency. This field is hidden if you selected the Separate Items by Company check box in the Product Definition Corporate Settings subtask in Costpoint Product Definition Settings.

Select the rate source from the drop-down list. This indicates where cost information should be 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 in the Maintain Work Centers screen.
• Operation: The system uses 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 doing setups in this work center. You can modify the setup rate in the Setup Labor Hourly Rate field in the Maintain 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 in the Maintain 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 in the Maintain 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 in the Maintain Labor Operations screen. This field will be 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 in the Cost subtask in the Maintain 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 in the Cost subtask in the Maintain 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 in the Maintain Labor Operations screen. For subcontractor operations, you can modify this field in the Burden Rate field in the Cost subtask in Maintain 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.