Field reference
Routing
How to use Routing 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.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
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 Routing 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 |
|---|---|---|
Routing Namerouting_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Disableddisabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
BOM Operationoperations | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: BOM Operation |
Child tables
BOM Operation — 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 |
Sequence IDsequence_id | Int Optional | If you want to run operations in parallel, keep the same sequence ID for them. |
FG / Semi FG Itemfinished_good | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Qty to Producefinished_good_qty | Float Optional | Enter a numeric value using the required unit and precision. |
BOM Nobom_no | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: BOM |
Workstation Typeworkstation_type | 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 Type |
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 |
Operation Timetime_in_mins | Float Required | In minutes |
Fixed Timefixed_time | Check Optional | Operation time does not depend on quantity to produce |
Is Subcontractedis_subcontracted | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Final Finished Goodis_final_finished_good | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Set Operating Cost Based On BOM Quantityset_cost_based_on_bom_qty | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Quality Inspection Requiredquality_inspection_required | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Skip Material Transferskip_material_transfer | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Backflush Materials From WIP Warehousebackflush_from_wip_warehouse | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Source Warehousesource_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
WIP Warehousewip_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Finished Goods Warehousefg_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Hour Ratehour_rate | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Base Hour Rate(Company Currency)base_hour_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Batch Sizebatch_size | Float Optional | Enter a numeric value using the required unit and precision. |
Cost Per Unitcost_per_unit | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Operating Costoperating_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Operating Cost(Company Currency)base_operating_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Imageimage | Attach Optional | Upload the permitted evidence file. Confirm the record and privacy settings before sharing. |
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.