Information here identifies what step the details are for and where the work will be performed.

Part Number

This is the manufactured part the routing is associated with.

• This value cannot be edited here.

Order Number

This is the order that the manufactured part and its associated router is located on.

• This value cannot be edited here.

Item Number

This is the item number associated with the part that is being edited.

• This value cannot be edited here.

Step Number

Simply identifies which step the details were opened for.

• This value cannot be edited here.

Work Center

This represents the personnel, physical area, or equipment being used to perform the listed work.

• Can be selected here or in the Routing Grid

Description

Information here prints on the Job Traveler and is intended to provide the details needed by employees to complete the work associated with the step.

• Populates by default from the selected Operation but can be edited
• Can be edited here or in the Routing Grid

Unattended Operation

This setting indicates whether an employee is expected to be physically present during the estimated amount of cycle time for the selected step / operation.

• Pulls value from selected Operation Code
• When this value is set to "Yes" for a given step it is assumed that no one will be physically present while work is being done on the part(s). The result is:
  • Burden costs will be estimated / captured for both setup and cycle times
  • Labor costs will be estimated / captured for setup time ONLY
• When this value is set to "No" for a given step it is assumed that someone will be physically present for at least some portion of the time while work is being done on the part(s).

In situations where the employee will be physically present for some, but not all, of the amount of time work is being done on the part(s), the Machines Run By Operator setting can be used to account for how much time the employee is expected to be absent.

Vendor Step Details - General Section

Information here identifies what step the details are for and what vendor will be performing the work.

Part Number

This is the manufactured part the routing is associated with.

• This value cannot be edited here

Order Number

This is the order that the manufactured part and its associated router is located on.

• This value cannot be edited here.

Item Number

This is the item number associated with the part that is being edited.

• This value cannot be edited here.

Step Number

Simply identifies which step the details were opened for.

• This value cannot be edited here.

Vendor

This represents the vendor that will be performing the work detailed in the selected step.

• Can be selected here or in the Routing Grid

Vendor Minimum Order

This dollar value represents the minimum amount allowed when creating a purchase order for the work performed on the selected step.

• Pulls from selected Vendor
• Cannot be edited here
• Can choose to ignore the Minimum Order amount at the purchase order

Ignore Vendor Minimum During Price Calculation

Checking this box allows the system to calculate estimated costs and suggested prices without taking the Vendor Minimum Order into account in situations where it is known it will be ignored at the purchase order.

Certification Required

When this setting is set to "Yes" a notation is made on purchase orders created for the selected service step that a certification is required.

Description

Information here prints on the Purchase Order and is intended to provide details needed by the vendor to complete the work associated with the step.

• Populates by default from the selected Operation but can be edited
• Can be edited here or in the Routing Grid
• Also prints on Job Traveler for reference

Vendor Step Details - Vendor Details Section

Information here impacts how the step is scheduled, how much it costs, and how much should be charged for the work performed. Any of the values found here can be edited.

Lead Time (Days)

This numeric value represents the expected number of days the manufactured part(s) will be outside the shop for servicing.

• Pulls from selected Vendor
• The value entered must be a whole number
• Used for scheduling purposes when determining when work can be performed on steps that come before and after the selected service step

Markup Percent

This numeric value is multiplied against the costs of the service (covered below) to determine the suggested amount to charge for the selected service step.

When entering percentages in JobBOSS², enter the value as a "standard" number instead of the decimal equivalent. For example, if the value should be five percent, simply enter "5" as opposed to ".05"; the system will automatically convert the value accordingly.

• Pulls from selected Vendor
• The suggested values generated are used in the calculation of the overall suggested sales price of the Estimate when the Price Calculation Method under the General Section is set to Billing Rate

Scrap Percent

This numeric value represents the percentage of manufactured parts that are expected to be scrapped during outside service process.

When entering percentages in JobBOSS², enter the value as a "standard" number instead of the decimal equivalent. For example, if the value should be five percent, simply enter "5" as opposed to ".05"; the system will automatically convert the value accordingly.

• Pulls value from Operation Code (if one is selected for the step)
• When it is greater than zero (0), the system will calculate (when Jobs are processed) how many additional units of the manufactured part need to be made to compensate for the anticipated scrapped pieces
  • At a minimum one (1) additional unit will have to be made
• Scrap percentages are cumulative, meaning a 1% Scrap Percent on each of 5 steps will result in a MINIMUM of 5 additional pieces being made since the system is expecting at least one piece to be scrapped on each step.
• It does not matter what step the Scrap Percent is entered on
• Consider placing a single Scrap Percent for the entire routing on a designated step to avoid making more parts than needed during production.

GL Code

This GL Code will automatically populate as the expense account on purchase orders created for this service step.

• Pulls from selected Vendor

Certification Required?

When this setting is set to "Yes" a notation is made on purchase orders created for the selected service step that a certification is required.

Quantity Break Cost Information

The remaining fields covered here are used to provide cost related information for the service to be performed based on the quantities listed under the General Section.

• The quantities provided under the General Section display in parenthesis under the caption of "Cost"
• If all eight quantity breaks available under the General Section are not used, the unused quantities will simply display here as a number corresponding to its position on the screen from 1 to 8, going from top to bottom
• Cost related information would only be entered in fields that are associated with a quantity break from the General Section.

These fields are used to provide cost related information for the service to be performed based on the quantity to be made on the selected job.

• The value listed in parentheses represents the total quantity to make and could include both customer and stock releases.

Cost Amount (1 - 8)

The first field is used to provide the dollar cost of the service in relation to the associated quantity break.

• How the dollar amount is applied as a cost depends on the unit selected in the second field (see Cost Unit below)
• The dollar amount can be the same or different for each available quantity

Cost Unit (1 - 8)

The second field provides a dropdown menu that can be used to select the unit to apply against the dollar amount entered as the cost. The options include:

• EA (Each) - Most commonly used option; Used to apply Cost Amount on a per unit basis
  • Impact on Unit Cost of Part (added to other cost components)
    • Cost Amount
  • Result on Job Requirements / Service Purchase Orders
    • Unit Cost = Cost Amount
    • Unit = EA
    • Cost of Service = Quantity Ordered * Cost Amount
• FT (Feet) - Behaves in same manner as EA, with the exception being the use of FT as the Unit on future records
  •  Impact on Unit Cost of Part (added to other cost components)
    • Cost Amount
  • Result on Job Requirements / Service Purchase Orders
    • Unit Cost = Cost Amount
    • Unit = FT
    • Cost of service = Quantity Ordered * Unit Cost
• LB (Pound) - Can be used when service cost is based on weight, however the quantity on future records must be manually adjusted
  • Impact on Unit Cost of Part (added to other cost components)
    • Cost Amount * Part Weight
  • Result on Job Requirements / Service Purchase Orders
    • Unit Cost = Cost Amount
    • Unit = LB
    • Cost of service = Quantity Ordered * Unit Cost
    • When LB is used, the Quantity Required / Quantity Ordered must be manually adjusted to match the total weight that is being serviced in order to match the impact the Service had on the Part Unit Cost.
• C (100) - Divides the Cost Amount by 100 to determine applied cost
  • Impact on Unit Cost of Part (added to other cost components)
    • Cost Amount / 100
  • Result on Job Requirements / Service Purchase Orders
    • Unit Cost = Cost Amount
    • Unit = C
    • Cost of Service = Quantity Ordered * (Unit Cost / 100)

• M (1000) - Divides the Cost Amount by 1,000 to determine applied cost
  • Impact on Unit Cost of Part (added to other cost components)
    • Cost Amount / 1,000
  • Result on Job Requirements / Service Purchase Orders
    • Unit Cost = Cost Amount
    • Unit = M
    • Cost of Service = Quantity Ordered * (Unit Cost / 1,000)

• LOT (Lot) - Uses the Cost Amount as the total charge regardless of the quantity
  • Impact on Unit Cost of Part (added to other cost components)
    • Cost Amount / Quantity
  • Result on Job Requirements / Service Purchase Orders
    • Unit Cost = Cost Amount
    • Unit = LOT
    • Cost of Service = Unit Cost
• MIN (Minimum) - Behaves in same manner as LOT, with the exception being the use of MIN as the Unit on future records
  • Impact on Unit Cost of Part (added to other cost components)
    • Cost Amount / Quantity
  • Result on Job Requirements / Service Purchase Orders
    • Unit Cost = Cost Amount
    • Unit = MIN
    • Cost of Service = Unit Cost

Setup Charges (1 - 8)

A setup charge can be associated with a quantity break to account for any quantity-independent fees charged by the vendor for the service.

• Setup charges can be different for each quantity break
• When the Setup Charge is greater than $0.00, the cost is included in the Unit Cost of the part by spreading it across that quantity
• EXAMPLE: Assume a $100.00 Setup Charge
  • For a Quantity Break of 10, $10.00 would be added to the Unit Cost (100 / 10)
  • For a Quantity Break of 20, $5.00 would be added to the Unit Cost (100 / 20)
  • Etc.

The amount entered as the Setup Charge for a Quantity Break is the same for all values within that break. For example, in the above illustration, $10 would be added to each value from 10 to 19 when entered on a quote or an order. Likewise, $5 would be added to each value from 20 and above, or until the next Quantity Break value (if one is present.)

Below Minimum (1 - 8)

These check boxes are automatically populated by the system if the calculated total cost for the listed Quantity Break would be below the Vendor Minimum Order value displayed under the General Section.

This check box is automatically populated by the system if the calculated total cost is below the Vendor Minimum Order value displayed under the General Section.