Change or remove operation in casual or detailed routing

A routing records the operations necessary to produce a part or assembly. You can change or remove operations in a routing at any time.

To change or remove an operation in routing

1. Open the routing:

   a. Open the quotation or sales order.

   b. Click the Items tab and select the required row or item.

   c. To open the casual routing:

   i. Click the ellipsis from the Action column.

   ii. Select Grid Accesories > Grid Actions > Casual Routing.

   The Quote Casual Routing or Sales Order Casual Routing page appears.

   Or

   To open the detailed routing:

   i. Click the ellipsis from the Action column.

   ii. Select Grid Accesories > Grid Actions > Detailed Routing.

   The Quote Detailed Routing or Sales Order Detailed Routing page appears.

2. Change an operation:

   a. Select the operation to change.

   b. Make the necessary changes.

   c. Click the Save to keep the changes.

3. Remove an operation:

   a. Select the operation to remove.

   b. Click the Delete icon under the Action column.

   A message, Are you sure you would like to delete this record? appears.

   c. Click the OK to confirm.

   Or click Cancel to retain the existing value.

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