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 Maintaining Reference Operation Sets and Reference Rate Routings Locate this document in the navigation structure


This process describes how to create or change a reference operation set or a reference rate routing and reference them in routings or rate routings.

Note Note

This process is valid for both reference operation sets and reference rate routings that are included in routings or rate routings. For simplicity’s sake only reference operation sets and routings are discussed in the following topic.

End of the note.


The routing, in which you want to include the reference operation set, has already been created in the system.

Process flow

  1. You create a reference operation set by first entering only the data that is absolutely essential.

  2. You edit the reference operation set header.

  3. According to your needs, you can carry out the following steps in whichever order you like.

  4. – You plan the usage of material components in production. To do so, you assign a BOM to a reference operation set.

    – For in-house operations you plan the use of work centers.

  5. If you want to schedule a routing, in which you later include the reference operation set, enter the following detailed data for the operations of the reference operation set:

  6. – For in-house operations you enter standard values and if necessary user fields with extra data that is not included in the standard system.

    – For externally processed operations you enter the details of the vendor. You can do this by entering a purchasing info record.(See general operation data.)

     ( )

    Please note that this data is also taken into account in product costing and capacity planning.

  7. If you intend to inspect the quality during production, you enter the inspection specifications and if necessary the PRTs that you need as test equipment.

  8. You check the consistency of the reference operation set data

  9. After you have finished editing the reference operation set, you release it for use in production orders and/or costing. You set this status in the header data.

  10. You save the reference operation set.

  11. You can reference the reference operation set in as many routing as you like or use it to copy from.

  12. If you want to remove the link between the referenced operations and the reference operation set, unlock the reference operation set in the relevant routing.