Use this screen to set up and maintain routing operations that will be performed outside the facility by a vendor or subcontractor. You can populate routing steps and load item information and certain rates into purchase requisitions that are generated by Costpoint Production Control.
Use this screen whenever you have to add or update a routing operation that is performed outside your facility by a vendor or subcontractor.
Enter the ID of the new subcontractor operation, or use Query to select an existing ID.
Enter the descriptive name of the subcontractor operation.
Use this drop-down box to select the type of operation.
Use this drop-down box to select the type of process.
Enter, or use Lookup to select, the ID of the item that will be used for purchase requisitions (created in Costpoint Production Control) that result from the operation. The description of the item will appear in the non-editable field below.
Enter the revision of the item that will be used for purchase requisitions created from the operation.
This field displays the item's unit of measure.
Enter, or use Lookup to select, the key resource consumed by the subcontractor operation.
Select this checkbox if this operation is a quality control operation that will require quality control approval in any of the screens under the Shop Floor Control menu in Costpoint Production Control.
Select this checkbox if this operation requires users to record completion in any of the screens under the Shop Floor Control menu in Costpoint Production Control.
Enter the standard subcontractor lead time, in days, for the operation.
Enter the standard internal processing lead time, in days, for the operation.
Enter, or use Lookup to select, the ID of a vendor that can perform the subcontractor operation. You can create vendors in the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, or Accounts Payable.
The vendor must not be flagged as a payroll vendor, and its Approval Code must not be "Not Approved." If the vendor has an Approval Code of "Pending," you will receive a warning.
Enter "Y" (Yes) if the vendor you selected in the Vendor field is approved, "N" (No) if this vendor is not approved, or "P" (Preferred) if this vendor is preferred.
This field displays the vendor's name.
This field displays the vendor's location.
This field displays the vendor's purchase order status: "O" (OK), "W" (On Warning), or "Y" (On Hold).
This field displays notes about the vendor, entered in the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, or Accounts Payable.
Enter the standard operation lead-time, in days, for the vendor.
Select this pushbutton to open the Cost subtask, where you can identify standard costs for the subcontractor operation.
Select this pushbutton to open the Notes subtask, where you can add notes about the subcontractor operation.
Select this pushbutton to open the Standard Text subtask, where you can attach standard text to the subcontractor operation.
This pushbutton is not available in this version of Costpoint.