Routing is usually maintain as a step-by step group of operations, through which material goes during the production process.
If we make an assumption that our company produces for example tablets, we can say that routing determine sequence of operations, together with work centers assign to those operations, which will result in production of finished material tablet.
During the process of routing creation we can maintain set up time of our production machines, machine working time that is necessary for make a product, or working time of person tha works with production machine.
We start routing creation process in SAP system with transaction code CA01 ( t-code CA02- change mode, t-code CA03- display mode). SAP menu path to start the process looks like on the screen below
Initial screen of transaction CA01, looks like on the picture below. If we create routing for material in particular plant ( common situation), on the initial screen of the CA01 we have to input combination of data such as name of material ( with material master data earlier created) and name of the plant, however data (current) is load by the system ( field "key date"). We can create routing manually with step-by-step process (input every necessary data), the other possible way is to copy existing routing from other material (of course if both materials have to go through similar production processes). Creation of routing in the way of copying is shown in the below example.
After choose option "copy from", on the screen will appear additional window where we can select type of routing. Generally, same as in the below example, it is standard routing.
Next step in the process of routing creation in this way is a selection of material, from which we are going to copy routing.
After confirmation (ENTER), we reach the screen with header data, where are two mandatory fields : usage and status. In both fields we have options that we can input. Those options will appear on the screen after press button F4 (or two little cards during editing field). In the field usage our possibility can be for example production ( as it is in the example), engineering, plant maintenance, etc., in the field status we can choose released for order, released for costing, or released general (option in the example).
After maintain of those two options we can copy particular production operations for our product. To start the process we select button "operations" that can be seen in the top part of the screen with header details.
After choose "operations" button we reach the screen with particular operations include in routing. If we would create routing manually with step-by-step data input, we will have to input maually all necessary master data ( e.g. plant, work center, control key, standard text key, description, etc.) in appropriate fields. In our example ( copy routing from other material) all of those data are ready to copy. On the SAP screen we have to mark all lines with operations and press "save" button.
In the transaction CA02 it is possible to modify data for existing routing. CA02 give us for example chance to input data that we have not maintained during routing creation. For example, we can modify in this way setup time, machine time and labor time. It is possible to input those times in two ways. On the CA02 screen those data can be input in the appropriate field of line with operations,
the other way of fill those data is double click, for example on operation number and input data on the screen with operation details. Same as on the CA02 main screen it is possible to input setup time, machine time or labor time on this additional screen.
We can also assign in the transaction CA02 production resource/tools to operation, for example document, which give us instruction how to perform every particular activity for operation. First we should press on the CA02 main screen PRT/F8 button, then we reach additional screen where we can assign document to activity. We can also maintain material or necessary tool as a PRT.
SAP system give us also option that can reduce time necessary for data input during routing creation process. We can create default profile ( use eventually in the CA01 transaction initial screen). This possibility can help us reduce time, because we don't need to input every time the same data in the header details screen of routing ( e.g. when our usage and status are very often the same), we will have to eventually input only profile name.
We can create default profile in the SPRO transaction OP58 by choose option new entry and then by input data, that we want to be mark as default values.
During routing creation process in SAP next possibility that can help us to reduce time necessary for data input is creation of group routing. Creation and then assigning of group routing does make sense, when company produce few materials that are differ only in one feature, but order and necessity of production operations remains the same ( e.g. if company manufacturing tablets, covers of those tablets can appear in different colours). We create group routing same as standard, but on the initial screen of the transaction we input only data such as plant number, eventually profile.
If we have maintained group routing, in the transaction CA02 we can assign additional materials to the group routing. To start such process on the initial screen of the transaction CA02 we have to input name of the plant, group routing number, optionally profile.
After confirmation (ENTER) we get to the next screen, we choose button "comp alloc" (or press F7), then system will show us additional window where we have to select "other material" button and then will show second window where we have to input name of the material that we want assign to the group routing. It is necessary to create material master record and bill of material (BOM), for the material that we want assign routing to.
After confirmation (ENTER) we get to the next screen of CA02 transaction where we can see overview of BOM for the material and on this screen we can save group routing extended with new material.
After save of group routing we can check ( e.g. in the transaction CA03) if new material has been correctly assigned to the group routing. We should see in such situation in the CA03 transaction additional window with this new material.