Project based Order Routing

Overview

Often, production and material orders will be routed to the same person and/or location as they move from stage to stage.  Manufacton allows, on a project-by-project basis, standardized routing to be configured.

 

Process

To configure project-based order routing:

1. Select App & Project Setup
2. Select Projects and select the project to configure
3. Select the Order Routing tab within the project
4. Select one of the five order types to manage routing:
   • • Material
     • Production
     • Kit
     • Assembly
     • Transfer Requests
5. For each stage that the order goes through, select the owner and/or location to which it should be routed as well as who should be notified of the stage change
6. If no change is to be made or default is not needed, "No Change" can be selected.Select the checkbox to save the changes

Here's a view of Order Routing view for Basic Production Orders:

Note: The options in the Assembly and Kit prodution orders are the same as for
      Basic Production Orders.

As the orders are moved through the process, the Owner and/or Location (and notification) options within the move dialog will be set to the values set in the Order Routing settings.  This value can be modified as exceptions are required:

Note:  If an order is started in Detailing or Manufacturing and a template
       is used to create the order, the Template's Location and Owner
       settings will be used rather than the Project's Order Routing (if there
       is a conflict).

.

For Transfer Requests, both Pick and Stock, Owners and others who should be Notified can be defined as part of the Order Routing feature