Routing Management

Creating a New Routing

There are two methods to create a new routing:

1. Using the Create New button.
2. Cloning from an existing routing.
   

Editing a Routing (must be in draft state)

The routing code automatically saves the draft with each change.
To edit a routing, expand the current version and select

• Click on Clone as Draft to edit the current routing code
• To copy a particular routing code as a draft of another existing routing code click Clone to Routing Code
  • Example: clicking Clone to Routing 2 will copy routing code 1 as a draft to routing code 2. The user can then edit the draft routing code 2 details and publish as needed
    

1. Edit Change Order ID

a. Change Order ID can be edited while routing code is in current or draft state
b. System validates the Change Order ID exists in Change Management
c. Change Order ID hyperlinks to change order in Change Management

2. Edit Routing Step

To edit details, click on the Process name

1. Edit data as needed
2. Save:

• Click Save & Close if that is the only change that needs made
• Click Save & Add Another if a new routing step needs added after the current routing step
• Click Cancel if no changes are needed
  

3. Insert New Routing Step

a. Click on + Add A Process Step
b. Click on the kebab (vertical three ellipses) for a process step and select Insert Process Step Above or Insert Process Step Below
The work center for the new process step will mirror the work center of the previous process step unless it is the first step which will mirror the first work center
Example: selecting the insert above or below the FILL step will copy the 38879 Work Center ID. If selecting insert above from the Multi Cut process the work center would be 38879 – In-House JB (BTMM,XTSW,CLP-DH,HPMC,PSS,PTT,XOLC,XTMM,TSM), but if inserting below the Multi Cut process the work center would be Optics Standard, Optics Custom, PCB Assembly

c. Click Save & Add Another if a new routing step needs added after the current routing step detail is entered

4. Delete Routing Step

a. Click the X delete icon on the routing step that needs deleted

5. Add New Routing Rules

a. Scroll to the bottom of the routing draft, click Routing Rules
b. Click + ADD RULES

c. Expand Region and select Country(ies) to apply the routing rule to
d. Enter the Routing Preference Cutoff (Hours)
e. Click Save & Close if there are no additional routing rules to be applied
f. Click Save & Add another if there are additional routing rules to be applied
g. Click Cancel to exit the routing rules screen

6. Edit Routing Rules

1. Scroll to the bottom of the routing draft, click Routing Rules
2. Click the edit icon to the right of the routing rule to be edited
   
   c. Make changes as needed

7. Delete Routing Rules

1. Scroll to the bottom of the routing draft, click Routing Rules
2. Click the delete icon to the right of the routing rule to be deleted
   

8. Change All Work Centers

1. Routing Code must be in draft status

2. Click on CHANGE ALL next to the Work Center table heading
   

3. Search for the new work center
   

4. Click Save

9. Comparison

1. There are two ways to get to the Comparison Screen
   i. Click on the Compare Draft To Current button – opens the comparison screen with the first routing code in draft status being compared
   ii. Click the Compare to Other icon button within the routing code draft – opens the comparison screen with that routing code draft being compared
   

2. Within the Comparison Screen a user can select which routing code they want to view the comparison for. This is limited to Current vs. Draft of the same routing code.
   

3. Compare:
   

10. Total Labor Hours

Total Labor Hours are visible in all states of a routing code (current, draft, etc.)

Delete a routing code

Click Delete Routing beside the routing code to delete it

Changing Multiple Routing Codes

Use the Change Routing Codes feature to update multiple codes simultaneously.

1. Click on Change Routing Codes
   

2. Input the new routing codes

• Example:
  i. Change routing code 1 to routing code 4
  ii. Change routing code 3 to routing code 1
  This will result in routing code 3 being deleted
  

3. Click Save Changes – drafts for routing code changes will be created

• Routing Code 4 is new
• Routing Code 1 has draft version 1 which is a copy of routing code 3 current
• Routing Code 3 is scheduled for delete once routing code 1 is published
• Routing Code 5 – no changes
  

4. Publish drafts – results:
   

Linking to the Bill of Materials

Currently Routing Code 1 and Routing Code 4 linking is auto-set in Shop Floor Control
Routing Code 1 linked to Bill of Material Code 1
Routing Code 4 linked to Bill of Material Code A

1. Click Link Bill of Materials to Routings button
   

2. Users can expand the available bill of materials to see the level 1 components for that code
   

3. Click the Linked Bill of Materials drop down next to the routing code and select the Bill of Material code to link
   

4. Save Changes

5. The linked Bill of Material will display next to the routing code on the Routings tab
   

Publishing and Deleting Drafts

A draft can be updated continuously until published. Once published, the routing version goes live in production.

1. Click the Publish button within the routing code draft
2. Click the Delete icon within the routing code draft
   

Open Orders

By default, open orders will be updated upon publication unless this option is deselected.
There are two ways to view current open orders:

• If open orders exist for the part being published, an Excel document will be linked under the Publish button.
  

• Upon clicking Publish, a modal will appear showing the number of open orders and the count of those eligible for updates. This modal will also contain a link to the Excel document.

• To prevent updating open orders on Publish, uncheck this box.
  

• Open Orders Report: