Working with Task Lists

A routing shows operations in a sequence and acts as a template for production orders.

The routing stores the planned time for each operation as standard values and forms the basis for the following:

• Where is the work to be carried out?
• How long should the work take?
• What materials does each operation need?
• What tools and fixtures are required?

The following video explains the integration of a routing and the connection of all master data, we cover in this training.

When creating default values, you define task list profiles. A profile is a collection of default values for task list headers and operations.

You can minimize the effort required to enter task list data in the following ways:

• Propose data from the material master.
• Reference or copy data from the work center.
• Propose data from the profile.

You can enter a profile in routing maintenance. The values from this profile are proposed when you create a new routing or routing object, such as a header or an operation. You can either save or overwrite this data.

Perform the following steps:

1. Determine the default values that can reduce the amount of work involved in entering data in your company.
2. If necessary, define several profiles.
3. Define the default values for routing maintenance.
4. Define the default values for quality assurance.

You can define the field selection for the following screens:

• Task list header screens
• Sequence screens
• Operation screens
• PRT overview
• PRT details

All screens where field selection is possible are combined into individual screen groups. For each screen group, you define the modifiable and influencing fields.

For modifiable fields, you use the following indicators to determine how the individual fields are displayed on the screen:

• Field is ready for input (standard setting)
• Field requires an entry (required entry)
• Field is display only
• Field is hidden
• Field is highlighted

If you specify that the work center is a required entry for the list, and detail screens for confirmation within the network, you need to enter the work center in all confirmations. For the influencing fields, you determine how the modifiable field displays on the screen, depending on a value (for example, work center is a required entry for a certain order type).

The field selection settings you define can be transported and remain unchanged when you upgrade to a new release. If a modifiable field becomes a required entry field because of a change to an influencing field, the system does not check whether this field is filled with objects that already exist. You cannot modify required entry fields that are already hard-coded for the application.