Operation
How to use Operation in Routings & Workstations: access, working steps, fields, related records and troubleshooting.
Purpose and access
Define operations, workstation capability and routing sequences. Establish realistic operating times and costs. Validate the process through a representative work order before treating the routing as a production baseline.
This page is a record page in Manufacturing → Routings & Workstations. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Operation from Manufacturing → Routings & Workstations, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Default Workstationworkstation | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Workstation |
Is Corrective Operationis_corrective_operation | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Create Job Card based on Batch Sizecreate_job_card_based_on_batch_size | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Quality Inspection Templatequality_inspection_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quality Inspection Template |
Batch Sizebatch_size | Int Optional | Enter a whole-number value. |
sub_operationssub_operations | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Sub Operation |
Total Operation Timetotal_operation_time | Float Optional · Read-only | Time in mins. |
Descriptiondescription | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Child tables
sub_operations — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Operationoperation | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Operation |
Operation Timetime_in_mins | Float Optional | Time in mins |
Descriptiondescription | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.