Create a Routing Template

Explanation

Use this activity to create a Routing Template. A Routing Template is a generic or standardized routing that can be directly used or referenced to define routings for many parts. The routing templates are available in the system providing a quick way to define the routing details for a part.

When using the templates, you have the option to copy or reference the template. If they are used to copy information into a part record, no link is maintained to the original template. Therefore, later changes in the routing template will have no effect on the routings originally created with it. If you select the reference option, a link is maintained to the template. Therefore, any change in the referenced template will have an effect on the routings originally created with it, unless they have been subsequently manually modified. You can use the Routing Template tab to see  which parts are connected to the template.

Prerequisites

This activity has the following prerequisites:

• A work center must have been defined in Work Center.
• If you work with labor operations, labor classes must have been defined in  Manufacturing Labor Class window.

System Effects

As a result of this activity: 

• A new Routing Template is created.
• The Routing Template can be used to quickly define routing details for parts.

Window

Routing Template

Related Window Descriptions

Routing Template
Work Center
Manufacturing Labor

Procedure

1. Open the Routing Template window.
2. Click New.
3. The template number in the Template ID field will be automatically generated by the system when the record is saved.
4. Enter a template description in the Template Description field.
5. Select the site in the Site field. Click List of Values to select from available sites. Only routings in this site may use this routing template.
6. In the Routing Template Operations tab, select a row and click New to create a new operation record. Enter an operation number in the Operation No field.
7. Enter a description of the operation in the Operation Desc field.
8. Select a work center for the operation in the Work Center No column. Click List of Values to select from available work centers.
9. Specify machine time and/or labor time in the Mach Setup, Mach Factor, Labor Setup, and Labor Factor fields.
10. Enter the unit of measure for the manufacturing time in the Factor Unit column.
11. If you are specifying labor time, select Labor Class and Crew Size. Click List of Values to select from available labor classes. You can also enter an employee competency profile in the Emp Comp Profile field.
12. If you are specifying labor setup time, select Setup Labor Class and Setup Crew Size. Click List of Values to select from available labor classes. You can also enter an employee setup competency profile in the Emp Setup Comp Profile field.
13. If you are specifying labor run time, select Labor Class and Crew Size. Click List of Values to select from available labor classes.
14. Optionally select the Milestone Operation check box. This check box indicates that, the operation must be reported prior to the succeeding operation and that automatically reporting is not allowed.
15. If you are specifying an outside operation, select an outside operation item in the Outside Op Item column. Click List of Values to select from available parts. This part must be defined as a non-inventory purchase part. The outside operation item can have the same supplier as the outside work center, or if the outside work center is not connected to a supplier, a valid supplier can be any active supplier connected to the purchase part.
16. If the operation is for an outside work center, select the Outside Op Backflush type and Outside Op Supply Type from the respective list boxes.
17. If you are specifying an outside operation, you have to the option to select the Send to Next Supplier check box.
    Note: When the Send to Next Supplier check box is selected it indicates that the outside operation items should be sent directly from the supplier connected to the operation, to the supplier connected to the consecutive outside operation, assuming that the consecutive operation is also defined as an outside operation. (For more details refer to the Subcontracting topic description).
18. Repeat steps 6-17 for each operation.
19. Save the record (F12).
20. If no outside operation item has been entered for an outside operation, the Create Outside Operation Item and Connect to Supplier dialog box will open. Enter part number, description and unit of measure in Purchase Part No, Part Description and UoM fields respectively. If you know the supplier and price information, enter the Supplier ID, Price and UoM fields respectively.
    Note : Currency will get the default value from the supplier. The UoM field will get the default value from unit of measure of the routing part. If supplier is related to the outside work center, it will also get the default value from the work center