PeopleSoft Enterprise Engineering 9.1 PeopleBook

Structuring Engineering Routings

This chapter provides an overview of engineering routings and discusses how to:

Maintain engineering routings.
Define master routings.
Copy and transfer engineering routings.
Delete engineering routings.
Compare engineering routings.

Understanding Engineering Routings

This section lists prerequisites and common elements and discusses engineering routings.

Prerequisites

Prior to creating and maintaining engineering routings, you must perform these steps within PeopleSoft Manufacturing:

Define work centers where jobs or tasks will be performed.
Define conversion codes, if you want to calculate conversion costs.

These codes can be the same codes as defined for manufacturing.
Define conversion rates (labor, machine, and overhead rates or costs), if you want to calculate conversion costs.

These rates can be the same as those defined for manufacturing.

When defining engineering routings, you have several options regarding the information that you want to associate with a routing. This information is maintained in PeopleSoft Manufacturing. These steps are optional:

Define resources.

Resources can be crews (people), machines, or tools. You can associate resources with a work center.
Define the master list of tasks to be performed in the manufacturing process.

Tasks are useful if the same task is performed when manufacturing several items. You need only define the processing information once on the task and then assign the task to the engineering routings of these items.
Define count points.

Count points are an automated way to predefine where in the item's routing to record completions and scrap costs. If an operation is designated as a count point, assembly completions must be recorded at that operation. Material is only consumed, and labor and overhead is only earned, up to the previous count point.

Note. Count points can be used only on production IDs.

If you have enabled PeopleSoft Workflow, the system uses the Routing Change workflow to send notification to the manufacturing engineer (or other defined role) that a change has been made to a routing.

Defining Work Centers

Defining Resources

Maintaining Tasks

Defining the Cost Foundation for Makeable Items

Recording End Item Completions Using Count Points

Delivered Workflows for PeopleSoft Engineering

Common Elements Used in This Chapter

Routing Type

Select a routing type. Values are:

Production: Default routing type.

Production routings can be used for standard manufacturing processes.
Rework: You can create rework routings when you have a standard rework process.

Rework routings list the routing steps that are commonly used to rework an assembly.

Note. Rework routings are available when creating rework production IDs.
Teardown: Use teardown routings when you are breaking an assembly down into its component parts and returning the components back to inventory.

Teardown routings can differ from the production routing, but can use any of the existing tasks or work centers defined for production. Teardown outputs can be produced at any operation. No operation that produces teardown outputs can be a subcontracted operation.

Note. Teardown routings are available when creating teardown production IDs.

PeopleSoft Engineering Routings

Engineering departments need the ability to maintain and use engineering routings (ERTGs) without affecting current manufacturing routings. They also can require the ability to create what-if scenarios with routings, determine the costing impact of new and modified routings, and place routings under engineering change control.

Maintaining PeopleSoft Engineering Routings

To define engineering routings (ERTGs), use the Engineering Routing Definition (EN_EROUTING) component.

This section provides an overview of engineering routing maintenance, lists common elements, and discusses how to:

Define engineering routing operations.
Define engineering routing header information.
Specify engineering routing header attachments.
Define resources used on engineering routings.
Set engineering routing schedule options.
Define engineering routing operation times and rates.
Associate conversion cost codes with an operation.
Specify engineering routing operation attachments.

Understanding PeopleSoft Engineering Routing Maintenance

By using the Define Engineering Routings component, you can create and maintain ERTGs. This includes defining engineering routing code, operations, scheduling options, routing times, conversion costs, routing text, documents, and attachments, and associated tasks, count points, work centers, and resources. You can specify an engineering routing by business unit for any manufactured or purchased item.

Note. You can view, but not modify or add, production routings (MRTGs) from this component. Introduce new changes to production routings by either transferring or copying ERTGs to MRTGs or by maintaining MRTGs directly within PeopleSoft Manufacturing.

When you modify an engineering routing that is a master routing, the impact on other items sharing the routing is reflected within PeopleSoft Engineering; for example, in engineering cost roll-ups. No changes are reflected for items sharing the routing within manufacturing until the engineering routing is transferred back to manufacturing.

Note. Planning and production references in this section are pertinent only after the engineering routing has been copied or transferred to manufacturing. PeopleSoft Engineering has no direct interface with PeopleSoft Supply Planning.

Common Elements Used in This Section

	If there are any outstanding engineering change orders (ECOs) pending for the item, and you have selected the ECO Pending Alert check box on the ECO Item Status page, the system displays this button next to the assembly item ID. Click this button to view information about the pending ECOs associated with this item.
	If the item's routing is a master (or reference) routing currently used by another item, the system displays this button. If you click this button, the system displays the Master Routing Where Used inquiry page. You can use this page to determine whether the changes made to a routing are applicable to all items for which the routing is a reference routing.

Pages Used to Maintain Engineering Routings

Page Name	Definition Name	Navigation	Usage
Define Engineering Routings - Summary	EN_RTG_SUMMARY	Engineering, Routings, Define Engineering Routings, Summary	Assign item operations and attach tasks and work centers to an engineering routing.
Define Engineering Routings - Header: Description	EN_RTG_HEADER	Engineering, Routings, Define Engineering Routings, Header, Description	Define information such as priority and whether you want to copy routings to production and planning.
Define Engineering Routings - Header: Documents	EN_RTG_HEADER_DC	Engineering, Routings, Define Engineering Routings, Header, Documents	Associate, access, and manage engineering routing header documents in the embedded document management system. See Managing Documents.
Define Engineering Routings - Header: Attachments	EN_RTG_HEADER_ATT	Engineering, Routings, Define Engineering Routings, Header, Attachments	Attach files to the engineering routing header information.
Define Engineering Routings - Operations: Resources	EN_RTG_RESOURCE	Engineering, Routings, Define Engineering Routings, Operations, Resources	Define engineering routing resources.
Define Engineering Routings - Operations: Scheduling	EN_RTG_SCHED	Engineering, Routings, Define Engineering Routings, Operations, Scheduling	Select from alternative operation scheduling options for engineering routings, including simultaneous setup and queue, planning intensity, and operation overlap.
Define Engineering Routings - Operations: Times	EN_RTG_TIME	Engineering, Routings, Define Engineering Routings, Operations, Times	Use as part of planning and costing considerations to define engineering routing operation times and rates for an operation.
Define Engineering Routings - Operations: Conv Cost Codes (conversion cost codes)	EN_RTG_CONCOST	Engineering, Routings, Define Engineering Routings, Operations, Conv Cost Codes	Associate conversion cost codes with an operation. Conversion rates or costs are associated with each code. The system uses these rates or costs to determine the labor, machine, and overhead cost of the operation.
Define Engineering Routings - Operations: Text	EN_RTG_OP_TXT	Engineering, Routings, Define Engineering Routings, Operations, Text	Attach text to an operation.
Define Engineering Routings - Operations: Documents	EN_RTG_OP_DC	Engineering, Routings, Define Engineering Routings, Operations, Documents	Associate, access, and manage engineering routing operation documents in the embedded document management system. See Managing Documents.
Define Engineering Routings - Operations: Attachments	EN_RTG_OP_ATT	Engineering, Routings, Define Engineering Routings, Operations, Attachments	Specify engineering routing operation attachments.
Engineering Routing Report	RUN_ENS1001	Engineering, Routings, Engineering Routing Report, Engineering Routing Report	Generate a routing report (ENS1001) of engineering or manufacturing routings.

See Also

ENS1001 - Routing Report

Defining Engineering Routing Operations

Access the Define Engineering Routings - Summary page (Engineering, Routings, Define Engineering Routings, Summary).

Note. You can add engineering routings only for assembly items that are both owned and approved. Additionally, you can maintain routings only for items where the Used in Mfg (used in manufacturing) option is selected for the business unit item attributes.

You cannot add a routing for floor stock, planning, expensed, or configured items.

Routing Code

Enter a routing code to give the engineering routing a unique numeric identifier. The system reserves a routing code of 1 for an item's primary routing and uses this value as the default routing for planning and costing (in PeopleSoft Supply Planning, PeopleSoft Cost Management, and PeopleSoft Manufacturing), including production conversion cost calculations.

You can specify up to 98 alternate engineering routings for production, rework, or teardown routing types by entering additional routing codes (greater than 1) for the same routing type.

Routing Type

Select a type depending on the kind of operations that you are tracking.

Note. When adding a routing for an item with item status of Hold or Discontinue, you receive a warning message.

Note. You receive a warning if you modify an item's routing that is used by another item.

Op Seq (operation sequence)

Enter the operation sequence. Increment operation sequence numbers by a set amount (5 or 10) to enable insertion of additional operations at a later date.

The operation sequences defined here correspond to the operation sequences that you specified for components on the item's BOM. If you have not assigned operation sequences to the item's BOM, and you want to issue a component to the operation's WIP location, return to the EBOM Maintenance component and associate an operation sequence to each component.

If you maintaining a manufacturing BOM, the operation sequences should correspond to the components on the manufacturing BOM.

When you assign operation sequences to a component (within either engineering or manufacturing BOM maintenance), the system displays the valid operations when you select an operation sequence from the available options in the EBOM Maintenance component.

Note. If the assembly has a reference or master routing different from itself, then the Op Seq fields reflect master routing operations on the EBOM and MBOM maintenance pages.

If you enter a task code for the operation sequence, the system copies all related task and resource data, including subcontract information, work center, queue, setup, run, and post-production time information to the operation.

If you do not enter a task code, you'll need to enter data manually, including work center, routing time, resource, scheduling options, text attachments, and conversion rate code data, on the subsequent pages. If you haven't predefined tasks, you should examine all succeeding pages to ensure that you set up the correct data for the designated item operation.

If you change the task code on this page, the system deletes the old task information and copies the associated new task information into the item's engineering routing. Once you specify the task on the engineering routing, the system doesn't reflect the changes you make to the task information on the Define Task page and the Task Time page in the Task Definition component.

If you enter a task, the system displays whether the task is subcontracted and displays the work center associated with the task. If you haven't entered a task, you must enter a work center for the operation. You can change whether the task is subcontracted and the work center for this task on this engineering routing without affecting the default task information. If you change the work center, the system automatically deletes the resources defined for the old work center and then adds the resources associated with the new work center. Additionally, if you are maintaining conversion costs by work center, the system adds the new conversion rates and deletes the old rates.

Count Point

(Optional) Select this check box to define an operation step as an operation count point. A count point indicates where in the operation process you want to record completions and scrap. Count points can be used only on production IDs.

The default setting comes from the Task Definition page.

Important! If you are using count points, the last operation step and any subcontracted operations must be defined as count points.

See Also

Prerequisites

Recording End Item Completions Using Count Points

Defining Engineering Routing Header Information

Access the Define Engineering Routings - Header: Description page (Engineering, Routings, Define Engineering Routings, Header, Description).

Copy Routing to Production

Select this check box to copy the routing to the operation lists within PeopleSoft Manufacturing. This enables you to track operation details and record production completions at specific operations. If you do not copy the routing to production, the system still uses the routing to calculate costs and calculate planning order and schedule dates.

If a rework routing is specified, this field is automatically selected and cannot be deselected.

Copy Routing to Planning

If you are using PeopleSoft Supply Planning, select this check box to schedule, at the operation level, while optimizing resources. The system doesn't copy rework or teardown routings to PeopleSoft Supply Planning as possible production options, so the check box is unavailable for rework or teardown routings.

However, if a rework or teardown routing has been copied to production for a specific production ID, that routing becomes the operation list that is used as the production option for that specific production ID. This applies to teardown routings as well.

Priority

Enter a routing priority. Priority specifies the order that PeopleSoft Supply Planning should use to consider alternate routings when planning production. The lower the priority number, the higher the priority. Rework and teardown routings have no priority.

Defining Master Routings

Specifying Engineering Routing Header Attachments

Access the Define Engineering Routings - Header: Attachments page (Engineering, Routings, Define Engineering Routings, Header, Attachments).

File Ext (file extension)	Select the type of media to attach.
Document ID and Description	Enter the file name and description of the multimedia item that you're attaching
	Click the Attachments button to launch the multimedia object attached to the engineering routing header.

Note. You must set up file extensions in advance on the File Locations page (select Set Up Financials/Supply Chain, Common Definitions).

Defining Resources Used on Engineering Routings

Access the Define Engineering Routings - Operations: Resources page (Engineering, Routings, Define Engineering Routings, Operations, Resources).

Default values for the Op Seq (operation sequence), Task Code, and Work Center fields come from the Define Engineering Routings - Summary page, but they can be changed here.

Continuous Scheduling

Select this check box to complete the corresponding operation in a single run of continuous valid calendar time, with no gaps allowed between shifts.

Ignore Capacity

Select this check box to prevent the PeopleSoft Supply Planning solvers from analyzing and resolving capacity issues that affect the work center. When selected, capacity issues, although not recognized by the solvers, appear in the Supply Planning Violations Workbench if they are before the capacity fence defined for the planning instance.

By selecting the Ignore Violations check box on noncritical work centers, you enable the solvers to ignore these work centers and focus on critical work centers for capacity repair. Clear this check box to generate what-if scenarios.

Crew Size and Machine Resources

You can change crew size and machine resources if you have specified a task. Default values come from the specified task. If you haven't specified a task, the default values come from the work center. Crew size is the number of people at the work center. Machine resources are the number of machines at the work center.

Resources

Default values for operation resources associated with the engineering routing operation are populated by the specified task. If no task is specified, the default values are from the work center. Specifying resources on the engineering routing operation is optional. You can delete existing resources if they aren't appropriate for use with the manufactured item.

Resource Type and Crew/Machine/Tool

To change a primary resource or add additional resources, select the resource type (Primary Crew, Primary Machine, Primary Tool, Alternate Crews, Alternate Machines, and Alternate Tools) and resource (use the Crew/Machine/Tool field) to associate with the operation. The resource must have been previously associated with the work center.

You can have only one each of these resource types on a routing:

Primary Crew
Primary Machine
Primary Tool

However, you can have unlimited resources of these types:
- Alternate Crews
- Alternate Machines
- Alternate Tools

Qty Used (quantity used)

If the resource changed or a tool is added, enter the quantity used.

Note. You cannot associate crew and machine resources with subcontracted tasks or operations.

Setting Engineering Routing Schedule Options

Access the Define Engineering Routings - Operations: Scheduling page (Engineering, Routings, Define Engineering Routings, Operations, Scheduling).

Default values for the Op Seq (operation sequence), Task Code, and Work Center fields come from the Define Engineering Routings - Summary page, but can be changed here.

If the operation sequence is a count point, the Count Point check box is selected. This field is display-only; the value is populated from the Define Engineering Routings - Summary page.

Simultaneous Setup and Queue

Select this check box if setup can occur during the queue time of an operation. If selected, the system considers the longer of the two times when determining production start or end dates.

Note. You cannot select Simultaneous Setup and Queue for the first operation in an engineering routing. You also cannot select it if you are using PeopleSoft Supply Planning.

Intensity

Determine the basis of your scheduling. You can base the start and end dates of the operation on the operation's Labor Time (labor intensive) or Machine Time (machine intensive). Alternately, you can base the start and end dates on the Longest time (longest of the two times, evaluated for each time type within the operation) or on the Cumulative time (the sum of the Machine Time and Labor Time).

Op Overlap (operation overlap)

Indicate that a subsequent operation can begin prior to the completion of the prior operation. Options include:

No Overlap: No operation overlap.
Percentage: An overlap by percentage of elapsed run time completed.

If you select Percentage, the Overlap % (overlap percentage) field appears. This is the percentage of processing run time remaining at one operation before the next operation can start. An overlap percentage of 100 means that the next operation can begin setup at the same time as the current operation run starts. An overlap time of 5 percent means that 95 percent of the operation run must be completed before the next can start.

Note. The operation overlap percentage cannot be less than 0 or more than 100, and there can be no overlap on the last engineering routing operation sequence. Operation overlap shouldn't be defined on the operation before a subcontracted operation, because all assemblies and subassemblies must be sent to the subcontractor as a batch. Because the vendor can send the item back in multiple batches, the system allows, on a subcontracted operation, operation overlap for send-ahead quantity and percentage.
Send Ahead: Overlap by a specific quantity completed at the operation.

If you select Send Ahead, the Send Ahead field appears. Enter the number of units that need to be accumulated or finished before they can be sent to the next operation and the next operation can begin. The send-ahead quantity must be a positive number.

Note. If an operation has a fixed run rate assigned to it, the preceding operation cannot have a send-ahead quantity assigned to it, because fixed run operations assume the entire quantity is available at the beginning of the run. For example, operation 1 cannot have a send-ahead quantity assigned if operation 2 has a fixed run time.

Note. For multiple output batch items, the send-ahead quantity or percentage overlap is specified in terms of the BOM quantity, as defined on the primary item's BOM.

Subcontracting

Subcontracted

This option is selected if the operation is being performed by a vendor. You cannot clear this check box if purchase orders have been created for this outside vendor.

Vendor ID

If the subcontracted vendor was defined at the task level, then the name of the vendor appears in this field. Otherwise, you can select the appropriate vendor for this subcontracted operation.

Subcontracted Item

If this value was defined at the task level, then the item appears in this field. You can change the value in this field.

Note. The UOM for the subcontracted item and the end item must be identical.

Defining Engineering Routing Operation Times and Rates

Access the Define Engineering Routings - Operations: Times page (Engineering, Routings, Define Engineering Routings, Operations, Times).

Operations

Default values for the Op Seq (operation sequence), Task Code, and Work Center fields come from the Define Engineering Routings - Summary page, but can be changed here.

If you have already associated a task code with an operation, and you change the task, the system deletes the existing task information, including work center, resources, task times, and scheduling options, and adds the new task information for the specific operation. Additionally, if you define conversion rates at the task level, the system deletes the old task rates and adds the new rates.

You can insert a new operation in the same manner as on the Define Engineering Routings - Summary page.

You can change the work center for this task as it applies to this engineering routing sequence. If you change the work center, the system deletes the resources associated with the old work center and adds the new work center's resources. If you maintain conversion rates at the work center level, the system deletes the old rates and adds the new rates.

If the task is subcontracted, the Sub (subcontracted) check box is selected, and the Vendor ID field appears.

Note. You can specify only labor times for a subcontracted operation.

Operation Times

Default times or run rates are populated using the specified task information. You can modify the manufacturing times or rates for fixed run, post production, run, and setup for the task. Changing the times and run rates here has no effect on the default master task information. If you didn't specify a task, you can enter the times necessary to complete this operation.

If you are changing the operation costing times and run rates after the item's cost has been calculated and updated, the modification results in-process change variances for the item during any production subsequent to the change. These variances continue until the item's cost is recalculated and updated. If you are changing the operation from a regular task to a subcontracted one, you cannot select machine times or rates for the operation.

Select an operation time type and then enter an operation time or operation rate. You can specify operation rates only for planning or costing run time.

If you enter an operation time, then Time/Rate Unitfield values include Days, Hours, or Minutes. For example, if you enter 5 in the Op Time field and Days in the Time/Rate Unit field, one unit is completed every five days for the operation. The system determines the number of hours in a day by the work center's average daily hours, as defined in the Work Center Definition page.

If you enter an operation rate, then the Time/Rate Unit field values include Units/Day, Units/Hour, or Units/Minute. For example, if you enter 3 in the Op Rate field and Units/Day in the Time/Rate Unit field, three units are completed every day for the operation.

Note. If you are defining routing times for a multiple output batch item (at least one co-product on the item's BOM), then both the routing times and rates for costing and planning must be in terms of the in-process batch item's quantity (BOM quantity) and not in terms of a primary or co-product. For example, if the BOM quantity for item ID 10001 is 1000, and the BOM's primary output quantity for 10001 is 500 (for every batch of 1000 you anticipate getting 500), the routing times and rates must be defined in terms of the 1000, and not 500.

You can change any production times or rates for the task, for the specific item engineering routing, without affecting the master task information. If you make a change here, and you want to make the task data identical, you also need to make the change on the Task Time page. The converse is also true. Once you have associated times or rates with an operation, changing the task master data won't affect the data on this page.

Inc. Setup (include setup)

Select this check box for operation lead time calculation, but only for the Planning Labor Setup and Planning Machine Setup operation types.

This check box is unavailable for selection in all other cases.

Setup, if specified for the first operation, is always included in the lead time calculation. If you don't select Inc. Setup, setup can begin prior to any production units arriving at the work center. The system assumes that setup can occur at any time after the start of production and won't include setup as part of the item's lead time, except at the first operation.

The system allows only queue and in-transit as well as planning and costing labor setup, run, fixed run, and post production times for subcontracted tasks and operations. You cannot specify machine times. If you are using PeopleSoft Supply Planning, you cannot use queue times.

Costing Considerations

To calculate costs for a specific item, operation, or time type, you must have a corresponding costing rate type defined for a particular engineering cost version. For example, if you had a costing fixed run time of five hours defined on the task here, you should also have defined, within PeopleSoft Cost Management, an engineering cost version and conversion code combination.

If you intend to cost the operation using a fixed amount per unit (as opposed to a rate per hour) you must include a corresponding costing operation time type. The costing operation time can represent the amount of time to complete the task, and the system uses the value to calculate earned hours. However, the system uses the amount per unit in calculating the cost, regardless of the time specified. If you don't specify a costing time, the system won't include the per-unit cost, even if there's a rate defined for the code assigned to the task.

Note. You can use the costing information (codes and rates) specified on engineering routings within engineering cost versions, as long as the routing remains in PeopleSoft Engineering. Once the routing is transferred to PeopleSoft Manufacturing, item costs must be generated and updated using a non-engineering cost version.

PeopleSoft Supply Planning Considerations

If you are using PeopleSoft Supply Planning, you need to be aware that:

If, in the item planning attributes, you've elected to maintain rates based on routings (as opposed to a lead time), you must define labor or machine planning times (setup, run, or fixed run) in order for PeopleSoft Supply Planning to schedule operations and determine work center capacity.
PeopleSoft Supply Planning doesn't consider queue times, even if they are specified for the task.
If you have indicated that setup isn't included for scheduling purposes (setup can begin at any time after the start of production), the system won't consider setup for capacity planning purposes.

Note. PeopleSoft Engineering has no direct interface with PeopleSoft Supply Planning, but these PeopleSoft Supply Planning considerations apply once you transfer the engineering routing to PeopleSoft Manufacturing.

See Also

Defining Work Centers

Maintaining Tasks

Defining the Standard Cost Foundation

Associating Conversion Cost Codes with an Operation

Access the Define Engineering Routings - Operations: Conv Cost Codes page (Engineering, Routings, Define Engineering Routings, Operations, Conv Cost Codes).

Default values for the Op Seq (operation sequence), Task Code, and Work Centerfields come from the Define Engineering Routings - Summary page, but can be changed here. If you are maintaining conversion rates at the work center level, the system displays the conversion codes associated with the operation's work center. If you are maintaining conversion rates at the task level, and you entered a task code, the system displays the conversion codes associated with the operation's task.

Conversion Code	To change the labor, machine, or overhead cost for a specific operation on an engineering routing, select the conversion code that the system uses to determine the new labor and machine costs.
First Conversion Ovhd Code (first overhead conversion code) Second Conversion Ovhd Code (second overhead conversion code) Third Conversion Ovhd Code (third overhead conversion code), and Fourth Conversion Ovhd Code (fourth overhead conversion code)	Select up to four conversion overhead codes. The system uses these codes to calculate the overhead costs associated with the operation.

Note. If your labor or machine rate is in cost per unit, and you want to include the cost in the cost roll-up calculation, you must have selected a corresponding costing rate type. For example, if the labor run rate (cost) is 0.50 USD per unit, the routing operation must have an entry for costing labor run time in order for the 0.50 USD to be included in the operation's cost.

The rates displayed are the current rates that are used in production to calculate earned labor, machine, and overhead costs. These costs are copied into a frozen production rate record during the production cost update and inventory revaluation process and are based on the rates associated with the cost type and version used to calculate the new production costs.

Specifying Engineering Routing Operation Attachments

Access the Define Engineering Routings - Operations: Attachments page (Define Engineering Routings - Operations: Attachments).

Default values for the Op Seq (operation sequence), Task Code, and Work Center fields come from the Define Engineering Routings - Summary page, but can be changed here. Specify the operation sequence that requires the attachment.

File Ext (file extension)	Select the type of media to attach.
Document ID and Description	Enter the file name and description of the multimedia item that you're attaching.

Note. You must set up file extensions in advance on the File Locations page (select Set Up Financials/Supply Chain, Common Definitions).

Defining Master Routings

To assign an item family routing, use the Item Family Routing Assignment (EN_RTG_FAMILY) component. To assign a routing to a specific group of items, use the Item Group Routing Assignment (EN_RTG_GROUP) component.

You can define master or reference routings in PeopleSoft Inventory with the Define Business Unit Item - Manufacturing: General page. If many items have the same processing steps, you can create a master routing that many items can use as their individual routing.

See Defining and Viewing Master Routings.

Pages Used to Define Master Routings

Page Name	Definition Name	Navigation	Usage
Define Business Unit Item - Manufacturing: General	MFG_ATTRIB	Items, Define Items and Attributes, Define Business Unit Item, Manufacturing, General	Define the reference item routing to be used for the master routing.
Item Family Routing	EN_RTG_FAMILY	Items, Define Controls, Item Family Routing, Item Family Routing	Designate the item whose routing will be the representative routing for the selected item family.
Item Group Routing	EN_RTG_GROUP	Items, Define Controls, Item Group Routing, Item Group Routing	Designate the item whose routing will be the representative routing for the selected item group.
Master Routing Where Used (inquiry)	EN_RTG_MST_WH_USED	Engineering, Routings, Eng Master Routing Where Used, Master Routing Where Used	View master routing where used information for an item.
Eng Master Rtg Where Used Rpt (engineering master routing where used report)	RUN_ENS1003	Engineering, Routings, Eng Master Rtg Where Used Rpt, Eng Master Rtg Where Used Rpt	Generate the Engineering Master Routing Where Used Report (ENS1003).

ENS1003 - Master Routing Where Used Report

Copying and Transferring Engineering Routings

Instead of entering new engineering routings from scratch, you may find it easier to copy or transfer them and then make modifications.

This section discusses how to:

Copy engineering routings.
Copy engineering routing details.
Transfer engineering routings.

Pages Used to Copy and Transfer Engineering Routings

Page Name	Definition Name	Navigation	Usage
Copy Routing	EG_RTG_COPY	Engineering, Routings, Copy Engineering Routings, Copy Routing	Copy routing data from one item to another within a business unit or across business units. The copy function can also be used to transfer information between manufacturing and engineering, depending on business unit options.
Copy Routing Detail	EG_RTG_COPY_DET	Engineering, Routings, Copy Engineering Routings, Copy Routing Detail	Review the data that the system will copy.
Routing Transfer/Copy Audit	EG_RTG_AUDIT	Engineering, Routings, Routing Transfer/Copy Audit	Display all items whose manufacturing or engineering routings you have copied or transferred.

Copying Engineering Routings

Access the Copy Routing page (Engineering, Routings, Copy Engineering Routings, Copy Routing).

Source Routing

From/To	You can copy routings from PeopleSoft Engineering to PeopleSoft Engineering, PeopleSoft Engineering to PeopleSoft Manufacturing, or from PeopleSoft Manufacturing to PeopleSoft Engineering.
Item ID	Select the item whose routing to copy or transfer.
Routing Code	Select the routing code for the source business unit and item ID combination.
Routing Type	Select a routing type for the source routing. Once you select a routing type, the system automatically selects the same routing type for the target routing.
Search	Click this button to display the engineering routing information associated with source business unit and item.

Target Routing

Item ID and Unit	To use one item's engineering routing as the basis for the engineering routing of another item with similar processing, enter the same business unit for both the source and target. You cannot select as the target an item with a source code of Floor Stock, Expense, or Planning.
Routing Code	Enter a routing code for the target routing.
Copy	Select this check box to copy any specific row of data.
Sub (subcontracted)	Selected if the operation is subcontracted.
Count Point	Selected if the source routing or target routing contains an operation sequence that is a count point.
Save	Click to copy the routing.

Copying Engineering Routings Detail

Access the Copy Routing Detail page (Engineering, Routings, Copy Engineering Routings, Copy Routing Detail).

You can copy the associated routing operation times, resources, text, attachments, and documents. You can also copy the assembly text, attachments, and documents.

Copy	When the source item's engineering routing is first displayed, all Copy check boxes are selected. You can choose which operation to copy or not by clearing the appropriate check boxes.
Same as Except	You can also control which operations to copy by using this field. If you want to copy only a few operations, select the Exclude All option, and click the Apply button. This clears all the Copy check boxes. You can then select only the operations that you want to copy. As an alternative, you can exclude by range, by selecting Exclude Op Seq Range (exclude operation sequence range). When you select this option, the system displays the From Seq Nbr (from sequence number) and To Seq Nbr (to sequence number) fields. You can enter the range of operations that you want to exclude and then click the Apply button. You can do multiple iterations of ranges, clicking the Apply button after you select each range. If you have deselected the operations' check boxes and want to select them, select Include All or Include Op Seq Range. These options work the same as Exclude All, except that now the Copy check boxes are selected for all operations or for the range of operations specified.
View Target	Click this button to see what the target item's engineering routing will look like when copied.
View Source	Click this button to see the source item's engineering routing and the operations selected to copy.

If the business unit, item ID, engineering routing type, and routing code combination already exists as the target, the system prompts you to overwrite the existing routing. If you overwrite the engineering routing, the system deletes the target routing and replaces it with the source routing.

When you click Save, the system completes the copy. At that time, the system activates the Edit Rtg (edit routings) button; by clicking it, you can edit the source item's engineering routings on the Define Engineering Routings - Summary page.

When you copy routings from one item to another, you cannot copy document associations to the new item. To make copies of the actual documents for the new item routing, you must first copy the documents within Documentum and then associate the copied documents to the new item routing.

Transferring Engineering Routings

You can also transfer engineering routings and view them (as well as on your routing copies) using the same process that you use for transferring BOMs.

See Transferring BOMs and Routings.

Deleting Engineering Routings

You can also delete engineering routings.

Page Used to Delete Engineering Routings

Page Name	Definition Name	Navigation	Usage
Delete Engineering Routings	EG_RTG_DELETE	Engineering, Routings, Delete Engineering Routings, Delete Engineering Routings	Delete routings for a range of items.

Deleting Engineering Routings

Access the Delete Engineering Routings page (Engineering, Routings, Delete Engineering Routings, Delete Engineering Routings).

From Item ID, To Item ID, Routing Type, and Routing Code

Select values for the routing to delete.

Search

Click to retrieve the selected routings.

Delete?

Select this check box for any item whose routing that you want to delete. You can also deselect the check box for any routings that you don't want to delete.

Click the Select All button to select all the Delete? check boxes.

Click the Deselect All button to clear all the Delete? check boxes.

Comparing Engineering Routings

Within the same business unit, you can extensively compare any two engineering routings or compare an engineering routing to a manufacturing routing.

This section lists common elements and discusses how to:

Select routings for comparison.
Compare header detail differences.
Compare operation detail differences.
Compare operation resource differences.
Compare operation time differences.

Common Elements Used in This Section

Click the Item Search button to select a different item.

Differences

Displays the differences between two routings. If you have made a change to routing operations, you see the routings listed as Chg RTG1 and Chg RTG2, respectively. The system lists a change when any information differs between two matching operation sequences. Differences include:

Added: An element has been added to the engineering routing (RTG2).
Deleted: An element has been deleted from the engineering routing (RTG2).
Chg RTG1: You have made a change to routing operations for RTG1.

The system lists a change when any information differs between two matching operation sequences.
Chg RTG2: You have made a change to routing operations for RTG2. The system lists a change when any information differs between two matching operation sequences.

Pages Used to Compare Engineering Routings

Page Name	Definition Name	Navigation	Usage
Routing Comparison - Rtg Selections (routing comparison - routing selections)	EG_RTG_INQ_CMP	Engineering, Routings, Routing Comparison, Rtg Selections	Select engineering routings to compare.
Routing Comparison - Header: Details	EG_RTG_HDR_CMP	Engineering, Routings, Routing Comparison, Header, Details	Display routing header data for both routings being compared.
Routing Comparison - Header: Documents	EG_RTG_HDC_CMP	Engineering, Routings, Routing Comparison, Header, Documents	Compare header document differences of two routings.
Routing Comparison - Header: Attachments	EG_RTG_HATT_CMP	Engineering, Routings, Routing Comparison, Header, Attachments	Compare the header attachment differences of two routings.
Routing Comparison - Operations: Details	EG_RTG_OPS_CMP	Engineering, Routings, Routing Comparison, Operations, Details	Compare operation differences of two routings.
Routing Comparison - Operations: Resources	EG_RTG_RSRC_CMP	Engineering, Routings, Routing Comparison, Operations, Resources	Compare operation resource differences of two routings.
Routing Comparison - Operations: Times	EG_RTG_TIME_CMP	Engineering, Routings, Routing Comparison, Operations, Times	Compare the operation time differences of two routings.
Routing Comparison - Operations: Documents	EG_RTG_OPDC_CMP	Engineering, Routings, Routing Comparison, Operations, Documents	Compare operation document differences of two routings.
Routing Comparison - Operations: Attachments	EG_RTG_OPAT_CMP	Engineering, Routings, Routing Comparison, Operations, Attachments	Compare operation attachment differences of two routings.
Routing Compare Report	RUN_ENS1002	Engineering, Routings, Eng Routing Comparison Report, Routing Compare Report	Use the Routing Compare report (ENS1002) to compare two engineering routings, an engineering routing and a manufacturing routing, or two routings for the same item, based on two routing codes.

See Also

ENS1002 - Compare Routings Report

Selecting Routings for Comparison

Access the Routing Comparison - Rtg Selections page (Engineering, Routings, Routing Comparison, Rtg Selections).

Baseline Routing (RTG1)

The default value for the Routing State field is Engineering, but you can also select Manufacturing.

Select an item ID and a routing code for the first routing that you're using for this comparison.

Target Routing (RTG2)

The default value for the Routing State field is Engineering.

Select an item ID and a routing code for the target routing.

Click the Compare Routings button to display the two routing comparisons.

Comparing Header Detail Differences

Access the Routing Comparison - Header: Details page (Engineering, Routings, Routing Comparison, Header, Details).

The system displays the routing header data for both routings, including routing, description, priority, and text, and whether the routing is to be copied to production or PeopleSoft Supply Planning.

Comparing Operation Detail Differences

Access the Routing Comparison - Operations: Details page (Engineering, Routings, Routing Comparison, Operations, Details).

This page displays differences in operation sequence, task code, simultaneous setup and queue (not available if PeopleSoft Supply Planning is installed) and other information.

Resources Tab

The system displays the operation sequence, work center, crew size, and machine resources.

Conversion/Overheads Tab

The system displays the operation sequence, conversion code and description, as well as the conversion overhead codes

Vendor Details Tab

The system displays the operation sequence, vendor ID, and vendor name. You can access the vendor fields only if the operation is subcontracted.

Subcontracted Tab

This page displays the differences associated with the subcontracted operations.

Text Tab

The system displays the operation sequence and any associated operation text.

Comparing Operation Resource Differences

Access the Routing Comparison - Operations: Resources page (Engineering, Routings, Routing Comparison, Operations, Resources).

The system displays the operation sequence; resource type; crew, machine, or tool information; the quantity used; and priority.

Comparing Operation Time Differences

Access the Routing Comparison - Operations: Times page (Engineering, Routings, Routing Comparison, Operations, Times).

The system displays the operation sequence, time or resource type, operation time, time unit, operation rate, rate unit, and any operation times.

From Item ID, To Item ID, Routing Type, and Routing Code	Select values for the routing to delete.
Search	Click to retrieve the selected routings.
Delete?	Select this check box for any item whose routing that you want to delete. You can also deselect the check box for any routings that you don't want to delete.
	Click the Select All button to select all the Delete? check boxes.
	Click the Deselect All button to clear all the Delete? check boxes.