Add Operation

Operation to Add

Reference – Select the operation to be added using the drop-down list.

Description – Displays the description of the selected operation.

Subcontract – This indicates if the selected operation is marked as a subcontract operation or not.

Options

Use the checkboxes provided to control where the operation should be applied:

Add to Bill of Materials
Indicates you want to add the selected operation to Bills of Material.

• Exclude from adding to bill of materials on-hold – Excludes any BOMs currently on hold.
• Exclude from adding if operation already exists on bill of materials – Prevents duplicate entries.
• Add to all preferred routes – Available when multiple routes are enabled. Adds the operation to all preferred BOM routes.

Add to Works Orders
Indicates you want to add the selected operation to Live Works Orders.

• Exclude from adding if operation already exists on works order – Prevents duplication on existing works orders.

Add to Configured Quotations
Indicates you want to add the selected operation to live quotations that are not completed or cancelled.

• Exclude from adding if operation already exists on configured quotation – Prevents duplicate entries.

Processing

When the user confirms their selection, Cim200 loads a screen for each chosen object type (Bill of Materials, Works Orders, and/or Quotations).

Each screen gives you the option to add multiple records using standard Sage 200 filtering options.

After confirming the selections:

• The chosen operation is added to all selected records.

• An audit record is created to track the update.

Finally, users are prompted to confirm whether they wish to re-cost the affected BOMs, Works Orders, or Quotations following the update.