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 topic discusses how to copy and transfer engineering routings.
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Page Name |
Definition Name |
Usage |
|---|---|---|
|
EG_RTG_COPY |
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. |
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EG_RTG_COPY_DET |
Review the data that the system will copy. |
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EG_RTG_AUDIT |
Display all items whose manufacturing or engineering routings you have copied or transferred. |
Use the Copy Routing page (EG_RTG_COPY) to 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.
Navigation:
This example illustrates the fields and controls on the Copy Routing page. You can find definitions for the fields and controls later on this page.
Source Routing
Field or Control |
Description |
|---|---|
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
Field or Control |
Description |
|---|---|
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. |
Use the Copy Routing Detail page (EG_RTG_COPY_DET) to review the data that the system will copy.
Navigation:
This example illustrates the fields and controls on the Copy Routing Detail page. You can find definitions for the fields and controls later on this page.
You can copy the associated routing operation times, resources, text, attachments, and documents. You can also copy the assembly text, attachments, and documents.
Field or Control |
Description |
|---|---|
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 deselecting 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 deselects 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.
Use the Routing Transfer/Copy Audit page (EG_RTG_AUDIT) to display all items whose manufacturing or engineering routings you have copied or transferred.
Navigation:
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.