The Routing Setup page allows you to define and manage the full production workflow for every item inside a project phase.
This ensures that each item follows the correct sequence of manufacturing operations, machines, and processing stages.

Routing is essential for:

Accurate production planning

Tracking progress across manufacturing stages

Ensuring consistent workflow for all items

Connecting phases to actual factory processes - Recording Material Shortages against affected Parts

Estimating the potential impact of shortages on Final Items

The Routing Setup page also allows planning and production teams to record Material Shortages against project Parts.

Instead of recording only that material is unavailable, teams can identify:

Which Parts are affected

How many units are affected

How much of each Part has not started production

Which Final Items may be affected

The estimated Final Item quantity and weight exposed to the shortage

This connects the material issue directly to its potential production impact:

Material Shortage → Affected Part → Estimated Final Item Impact

📍 Where to Find Routing Setup

Navigate to:

Projects → Select Project → Routing Setup

At the top of the page, confirm:

Project is selected

One or multiple phases are selected

Routing Setup supports multi-phase routing, meaning you can work with one or multiple phases at the same time.

What You See on the Routing Setup Page

The routing table includes:

What You See on the Routing Setup Page

The routing table includes:

Column	Description
Phase	The project Phase the item belongs to
Mark	The unique Mark assigned to the Assembly or Part
Type	Indicates whether the item is an Assembly or Part
Operation	The operational type assigned to the item, such as Manufacture
Qty	The total quantity of the item inside the selected Phase
Material shortage	Shows whether a shortage has been recorded against the Part and the affected quantity
Category	The production category assigned to the item
Profile	The profile or material specification associated with the item
Route	The ordered Production Stages assigned to the item
Actions	Provides access to item details and available routing actions

The Material shortage column may display:

Status	Meaning
No marked shortage	No Material Shortage is currently recorded against the Part
1 missing	One unit of the Part is marked as affected by a shortage
Multiple units missing	More than one unit is marked as affected

The value shown in this column is based on the shortage quantity recorded through the Update material shortage action.

Each item may contain multiple production steps, such as:

Cutting

Bending

Rolling

Welding

Galvanizing

Painting

Quality Inspection

Shipping Preparation

These appear as colored tags in the Route column.

Routing Controls

At the top of the page, you will find several action buttons:

Define Items

Use this when routing is not assigned yet for a group of items.
This initializes default routing based on the item category and type.

Edit Items

Modify routing of selected items.

You can:

Add new steps

Reorder steps

Remove steps

Assign machines to steps (e.g., Pipe Bending Machine, Rolling Machine, Galvanizing Bath, Drying Area)

Define which assembly sub-items are required at each Production Stage

Edit Category

Apply routing rules based on item category.
Useful when many items share identical production steps.

Sync Items

Updates routing automatically if:

New items were added in a revision

Item categories were changed

Routing rules were updated

This keeps Routing Setup fully aligned with Phases Explorer.

Update Material Shortage

Use Update material shortage to record, modify, or clear the shortage quantity for one or more Parts.

The button becomes available after you select at least one Part using the checkboxes in the Routing Setup table.

You can use this action to:

Record a shortage against one Part

Update several Parts in one operation

Apply the same shortage quantity to multiple selected Parts

Review how much of each Part has not started production

Preview the expected result before saving

Clear a previously recorded shortage

Recording a Material Shortage does not change the Part’s Route or Production Stages.

View Shortage Impact Report

Use View shortage impact report to open the:

Estimated material shortage impact

report for the current Project and selected Phase or Phases.

The report estimates how marked shortages may affect:

Final Item quantity

Final Item weight

The number of impacted Final Items

The number of items with active shortages

When the report is opened from Routing Setup, the current Project and selected Phases are applied automatically as report filters.

Export Options

Excel Export – download routing data

PDF Export – generate routing sheet for workshop or supervisors

How Routing Works

Routing defines the production path each item must follow in the factory.

For example, an item may have this routing:

Bending → Pipe Bending Machine

Rolling → Plate Rolling Machine

Galvanizing → Galvanizing Bath

Painting → Drying Area

This ensures:

Proper sequence

Correct machine assignment

Traceability at each stage

Accurate production tracking

Routing applies to:

Assembly items

Sub-items / Parts

Material Shortage in Routing Setup

The Routing Setup page allows planning and production teams to record Material Shortages against project Parts.

Instead of recording only that material is unavailable, teams can identify:

Which Parts are affected

How many units are affected

How much of each Part has not started production

Which Final Items may be affected

The estimated Final Item quantity and weight exposed to the shortage

This connects the material issue directly to its potential production impact:

Material Shortage → Affected Part → Estimated Final Item Impact

Quantity and Material Shortage Visibility

The Routing Setup table includes additional information to help teams review item quantities and recorded shortages:

Column	Description
Qty	The total quantity of the item inside the selected Phase
Material shortage	Shows whether a shortage has been recorded against the Part and the affected quantity
Category	The production category assigned to the item
Profile	The profile or material specification associated with the item

The Material shortage column may display:

Status	Meaning
No marked shortage	No Material Shortage is currently recorded against the Part
1 missing	One unit of the Part is marked as affected by a shortage
Multiple units missing	More than one unit is marked as affected

The value shown in this column is based on the shortage quantity recorded through the Update material shortage action.

Material Shortage Controls

Update Material Shortage

Use Update material shortage to record, modify, or clear the shortage quantity for one or more Parts.

The button becomes available after you select at least one Part using the checkboxes in the Routing Setup table.

You can use this action to:

Record a shortage against one Part

Update several Parts in one operation

Apply the same shortage quantity to multiple selected Parts

Review how much of each Part has not started production

Preview the expected result before saving

Clear a previously recorded shortage

Recording a Material Shortage does not change the Part’s Route or Production Stages.

View Shortage Impact Report

Use View shortage impact report to open the:

Estimated material shortage impact

report for the current Project and selected Phase or Phases.

The report estimates how marked shortages may affect:

Final Item quantity

Final Item weight

The number of impacted Final Items

The number of items with active shortages

When the report is opened from Routing Setup, the current Project and selected Phases are applied automatically as report filters.

Review Material Shortage Status

Before recording or changing a shortage, review the Material shortage column to identify Parts that already have active shortages.

The column may show:

No marked shortage

1 missing

A higher missing quantity based on the shortage previously recorded

Use the Phase selector, column filters, or search field to locate the required Parts.

Select the Affected Parts

Use the checkbox beside each Part to select the items you want to update.

You can select:

One Part

Several Parts from the same Phase

Parts from multiple selected Phases

After at least one Part is selected, the Update material shortage button becomes active.

Click:

Update material shortage

The window displays the selected Parts under:

Selected parts

It also shows the total number of selected items.

For example:

2 items selected

Understand the Selected Part Fields

The Update material shortage window displays the following information for each selected Part:

Field	Description
Mark	The unique Mark of the selected Part
Qty	The total quantity of the Part inside the Phase
Current shortage	The shortage quantity currently recorded against the Part
Not yet started	The quantity that has not started production and is currently available for shortage recording
Proposed shortage	The new shortage quantity you want to record
Expected result	A preview of what will happen when the value is applied

Review these values before recording a shortage.

Enter the Proposed Shortage

Enter the affected quantity in the Proposed shortage field for each Part.

Example

Assume a selected Part has the following values:

Field	Value
Mark	C2
Qty	16
Current shortage	0
Not yet started	16
Proposed shortage	6

The Expected result displays:

Will update

After applying the change, six units of Part C2 will be marked as affected by a Material Shortage.

Set the Same Quantity for Multiple Parts

Use the field:

Set all selected quantities

to enter the same proposed shortage quantity for all selected Parts.

This is useful when several Parts are affected by the same quantity.

After applying a shared value, review each row individually because:

The total Part quantities may differ

The not-yet-started quantities may differ

The maximum valid shortage may differ between Parts

You can modify the Proposed shortage value for any individual row before applying the change.

Shortage Quantity Limit

The allowed Material Shortage value is limited by the current quantity that has not started production for that Part.

This quantity is shown in:

Not yet started

Fabritec does not allow the shortage value to exceed the eligible quantity shown for the row.

Units that have already started production are not included in the quantity available for shortage recording.

Before applying the shortage, confirm that:

The proposed value does not exceed Not yet started

The value reflects the actual quantity affected

The correct Parts are selected

The correct Project and Phases are active

Review the Expected Result

The Expected result column previews what will happen to each selected Part.

The current workflow includes the following results:

Expected Result	Meaning
No change	The proposed value is the same as the currently recorded value, so no change will be made
Will update	The proposed value is valid and will replace the current shortage value

Review every row before applying the change, especially when updating multiple Parts.

Apply the Material Shortage

When at least one valid shortage value has been entered, click:

Apply shortage

Fabritec records the new value against each applicable Part.

After the shortage is applied:

The Routing Setup table is updated

The Material shortage column displays the missing quantity

The shortage becomes available for Material Shortage Impact analysis

For example:

1 missing

means that one unit of the Part is currently marked as affected by a shortage.

Clear a Material Shortage

When the material becomes available or the issue is resolved, set the Proposed shortage value to:

0

A zero value clears the shortage.

The interface may display the action:

Clear shortage

After clearing the shortage, the Part returns to:

No marked shortage

Refresh the impact estimate after clearing a shortage so the report reflects the latest data.

What Material Shortage Does Not Change

Recording a Material Shortage does not:

Add or remove Production Stages

Change the order of the Route

Reassign a machine or Workstation

Change the item Category

Change the BOM

Reserve material automatically

Allocate inventory automatically

Block the Part from moving through production

The feature records the affected quantity so teams can review its potential downstream impact.

Estimated Material Shortage Impact Report

The Estimated material shortage impact report evaluates how active shortages recorded against Parts may affect the Final Items that depend on them.

The report connects three levels of information:

Marked Shortage → Part Dependency → Estimated Final Item Impact

This gives Planning, Production, Procurement, Project Management, and management teams a clearer view of the potential effect of a material issue.

Where to Find the Report

You can open the report in two ways.

From Routing Setup

Navigate to:

Projects → Select Project → Routing Setup

Select the required Project and Phase or Phases, then click:

View shortage impact report

The report opens with the current Project and selected Phases applied as active filters.

From Reports

Navigate to:

Reports → Material → Estimated material shortage impact

The Material tab contains material-related reports available in Fabritec.

What the Report Estimates

The report provides a current estimate of:

Final Item quantity that may be affected

Final Item weight that may be affected

Final Items connected to Parts with active shortages

Parts or items that currently have an active shortage

It helps teams answer questions such as:

Which Final Items depend on Parts with a recorded shortage?

How many Final Item units may be affected?

What is the estimated affected Final Item weight?

Which shortage records are contributing to each result?

Which Project or Phase currently has the greatest shortage exposure?

Main Report Metrics

The report displays four summary metrics:

Metric	Description
Estimated blocked final weight	The estimated total weight of Final Items that may be affected by active shortages
Estimated blocked final quantity	The estimated total Final Item quantity that may be affected
Impacted final items	The number of distinct Final Items expected to be affected
Active shortage items	The number of Parts or items with an active recorded shortage

These values are calculated according to the active report filters and the current Material Shortage data.

Impacted Final Items vs. Active Shortage Items

These metrics represent different levels of the production structure:

Active shortage items counts the Parts or items with recorded shortages.

Impacted final items counts the Final Items that depend on those shortage Parts.

One shortage Part may affect several Final Items.

Several shortage Parts may also contribute to the impact on the same Final Item.

No Active Material Shortages

If no active Material Shortages exist within the selected report scope, Fabritec displays:

No active material shortages in this scope.

The summary metrics display zero values until a shortage is recorded within the selected Project and Phase filters.

Understand the Results Table

The report provides a detailed results table beneath the summary metrics.

The available information includes:

Column	Description
Project	The Project containing the affected Final Item
Phase	The Phase containing the affected Final Item
Final Items	The Final Item Mark included in the estimate
Eligible remaining quantity	The remaining Final Item quantity considered by the estimate
Estimated blocked quantity	The estimated Final Item quantity that may be affected
Unit Weight (T)	The weight of one Final Item unit in tons
Estimated blocked weight	The estimated total Final Item weight that may be affected
Shortage causes	Provides access to the shortage causes associated with the Final Item result

Use Show causes in the Shortage causes column to review the shortage records connected to a result.

Filter the Report

Use Filter to define the scope of the analysis.

The report supports filtering by:

Project

Phase

Multiple Phases inside the same Project

Applied filters appear as active filter tags at the top of the page.

You can:

Remove one filter by closing its tag

Change the analysis scope using Filter

Remove all active report filters using Clear Filters

Use the table-level Clear filter action to clear filters applied directly to the results table

Search within the displayed report results

You can use the filters to analyze:

One complete Project

One specific Phase

Several Phases within the same Project

The Project and Phase scope transferred from Routing Setup

Always review the active filter tags before interpreting or exporting the report.

Refresh the Estimate

Click:

Refresh estimate

to recalculate the report using the latest available Material Shortage and production data.

Refresh the estimate after:

Recording a new shortage

Changing an existing shortage quantity

Clearing a resolved shortage

Updating several Parts in one operation

Changing the Project or Phase scope

Reviewing the report after relevant production quantities have changed

A typical workflow is:

Record or modify the shortage in Routing Setup.

Open the Estimated Material Shortage Impact report.

Confirm the active Project and Phase filters.

Click Refresh estimate.

Review the updated metrics and detailed results.

Export the Results

The report supports:

Export to Excel

PDF

Use these options for:

Production planning meetings

Procurement follow-up

Project risk reviews

Management reporting

Coordination between Planning and Production

Sharing the estimated impact with project stakeholders

The exported results reflect the current report scope and applied filters.

Important: The Report Is Estimated and Non-Blocking

The report provides an:

Estimated and non-blocking

analysis.

It is not:

An inventory check

A material reservation

A manual allocation

A guaranteed global optimum

This means the report does not confirm:

Whether material physically exists in inventory

Whether material has been reserved for the Project

Whether a stock quantity has been allocated to a specific Part

Whether the displayed result represents the best possible distribution of material across all Projects

The report answers the following planning question:

Based on the currently marked Part shortages, what Final Item quantity and weight may be affected?

Inventory verification, material reservation, purchasing, and material allocation remain separate operational processes.

Complete Material Shortage Workflow

Navigate to Projects → Select Project → Routing Setup.

Select the required Project.

Select one or multiple Phases.

Review the Material shortage column.

Select the affected Part or Parts.

Click Update material shortage.

Review Qty, Current shortage, and Not yet started.

Enter the Proposed shortage.

Review the Expected result.

10.

Click Apply shortage.

11.

Confirm the updated status in the Routing Setup table.

12.

Click View shortage impact report.

13.

Confirm the active Project and Phase filters.

14.

Click Refresh estimate.

15.

Review the affected Final Item quantity and weight.

16.

Review the detailed Final Item results.

17.

Export the report when required.

18.

Set the shortage value to 0 when the material issue is resolved.

19.

Refresh the report again to reflect the cleared shortage.

Material Shortage Best Practices

Record a Material Shortage only against Parts that are actually affected.

Confirm the correct Project and Phases before selecting Parts.

Review the Not yet started quantity before entering a shortage.

Do not enter a shortage value greater than the eligible quantity shown for the row.

Use Set all selected quantities only when the same value applies to every selected Part.

Review every row after entering a bulk value because Part quantities may differ.

Check the Expected result before applying the shortage.

Clear a shortage as soon as the material issue is resolved.

Refresh the Estimated Material Shortage Impact report after recording, changing, or clearing shortages.

Confirm the active Project and Phase filters before interpreting the estimate.

Treat the report as a planning estimate, not as an inventory check or material reservation.

Export the report for Planning, Production, Procurement, and project review meetings when required.

Editing Routing for an Item

Click the Edit Items button or open an item using the expand arrow.

You can then:

Add a new step

Select the operation

Assign a machine

Reorder using drag-and-drop

Remove individual steps

Every update instantly affects Production and Tracking modules.

🧩 Define Sub-item Requirements for Production Stages

When editing the Route of an assembly item, you can define which assembly parts must be available before work begins at each Production Stage.

In some manufacturing workflows, an early Production Stage does not require every part of the assembly.

For example:

A Cutting stage may require only specific plates.

A Cold Forming stage may require only selected cold-formed parts.

An initial preparation stage may require only the main assembly item.

A Fitting stage may require the complete assembly.

Welding and Painting may continue after all parts have been brought together.

The Sub-item requirement setting allows each Production Stage to use only the parts it actually needs.

This prevents early Production Stages from waiting unnecessarily for all assembly parts and makes the Route reflect the actual manufacturing workflow.

Sub-item Requirement Options

Each Production Stage provides the following options:

Option	Description
All Parts	All sub-items belonging to the assembly must be available before the Production Stage can begin.
Selected Parts	Only specific assembly sub-items are required for the Production Stage.
Main Part Only	Only the main item or parent assembly is required. Other assembly sub-items are not required at this stage.

All Parts

Select All Parts when the complete assembly must be available before work begins at the Production Stage.

This option is commonly used for:

Final assembly

Fitting

Welding after all components have been assembled

Final finishing operations

Production Stages that process the item as one complete assembly

Example

A Built-Up Column includes:

Main member

Base plate

Stiffeners

Connection plates

The Fitting stage may require All Parts because all components must be available before the assembly can be fitted.

⚠️ All Parts Sequence Rule

The final manufacturing stage must require All Parts.

After a Production Stage is configured as All Parts, every following Production Stage must also require All Parts.

Fabritec displays the following validation message when the Route does not follow this rule:

The final manufacturing stage must require All Parts, and every stage after an All Parts stage must also require All Parts.

Why Is This Rule Required?

Once all assembly parts are required at a Production Stage, the parts have been brought together as a complete assembly.

Every Production Stage after that point continues processing the complete assembly. Therefore, a later Production Stage cannot return to:

Selected Parts

Main Part Only

Valid Example

Order	Production Stage	Sub-item Requirement
1	Cutting	Selected Parts
2	Cold Forming	Selected Parts
3	Fitting	All Parts
4	Welding	All Parts
5	Painting	All Parts

Invalid Example

Order	Production Stage	Sub-item Requirement
1	Cutting	Selected Parts
2	Fitting	All Parts
3	Welding	Selected Parts ❌

In this example, the Welding stage cannot use Selected Parts because the previous Fitting stage already requires All Parts.

Selected Parts

Select Selected Parts when a Production Stage requires only specific assembly sub-items.

This option is useful when different components enter the production workflow at different stages.

Examples:

Cutting requires only plate parts.

Cold Forming requires only cold-formed components.

Machining requires only specific connection parts.

A preparation stage requires only selected assembly components.

How you define the required parts depends on whether you are editing one item or applying routing changes to multiple items.

Selected Parts When Editing a Single Item

When editing the Route of one item inside a project, the actual BOM sub-items are already available.

Fabritec displays the assembly parts directly so you can select the required parts using checkboxes.

Example

An assembly contains:

PL-01

PL-02

ST-01

BR-01

If the Cutting stage requires only:

PL-01

PL-02

select these two parts from the available sub-item list.

Only the selected parts will be required before the Cutting stage can begin.

Use this method when the item requires a project-specific routing configuration.

Selected Parts During Bulk Routing Changes

When routing is edited for multiple items, Fabritec cannot rely on selecting individual parts from one assembly.

Instead, required sub-items are identified using their Mark values.

After selecting Selected Parts, define one or more Mark conditions.

Each condition includes:

A matching method

A Mark value

The available matching methods are:

Matching Method	Description
Contains	Selects sub-items when their Mark contains the entered value anywhere in the Mark.
Exact match	Selects sub-items only when their complete Mark exactly matches the entered value.
Starts with	Selects sub-items when their Mark begins with the entered value.

Example

Assume the assemblies contain the following sub-item Marks:

PL-01

PL-02

ST-01

ST-02

BR-01

To require all plate parts:

Select Selected Parts.

Select Starts with.

Enter PL.

Fabritec will apply the requirement to sub-items whose Marks begin with PL.

Add Multiple Mark Conditions

Click the + icon to add another Mark condition.

For example, a Production Stage may require:

Marks that start with PL

Marks that start with ST

Add a separate condition for each Mark pattern.

Use the Delete icon beside a condition to remove it.

Main Part Only

Select Main Part Only when the Production Stage requires only the main item or parent assembly.

The remaining assembly sub-items do not need to be available at this stage.

This option is useful when:

Work begins on the main member before additional parts are introduced.

The main profile requires preparation before plates or attachments are added.

An early Production Stage can begin independently from other assembly components.

Example

A main column profile may begin an initial preparation stage before the following parts are required:

Base plates

Stiffeners

Connection plates

For this stage, select:

Sub-item requirement → Main Part Only

Example: Project Routing with Sub-item Requirements

Assume an assembly contains:

Main member

Plates

Stiffeners

Brackets

The Route may be configured as follows:

Order	Production Stage	Sub-item Requirement
1	Main Member Preparation	Main Part Only
2	Plate Cutting	Selected Parts
3	Stiffener Preparation	Selected Parts
4	Fitting	All Parts
5	Welding	All Parts
6	Painting	All Parts

This configuration allows early Production Stages to begin using only the parts they require.

Once the Route reaches Fitting, all assembly parts are required. Every following Production Stage continues with the complete assembly.

🔄 Auto Routing (Sync Items)

If you add new revision items, you do not need to define routing manually.

Just click:

Sync Items

The system will automatically:

Detect new items

Apply routing based on rules

Update existing routing if needed

Example Routing Flow

For mark BA1000, routing may look like:

Step	Operation	Machine
1	Bending	Pipe Bending Machine
2	Rolling	Plate Rolling Machine
3	Galvanizing	Galvanizing Bath
4	Painting	Drying Area

Each step is displayed as a tag in the Route column.

🌟 Best Practices

Always complete Phase Revisions before setting routing

Use Edit Category for bulk routing changes

Sync routing after every new revision to avoid missing items

Keep machine assignments updated to reflect real workshop availability

Export routing sheets for production planning meetings

Set Sub-item Requirements according to the actual assembly sequence

Use Main Part Only when work can begin without the assembly sub-items

Use Selected Parts when a Production Stage requires only specific components

Use direct part selection when editing a single project item

Use consistent Mark naming to improve matching during bulk routing changes

Ensure the final manufacturing stage requires All Parts

After a stage is configured as All Parts, keep all following stages set to All Parts

Phases Explorer – Create and manage phase revisions

Production – Track item progress stage-by-stage

Tracking – View routing progress in real time

Quality Control – Inspect items at routing checkpoints

Shipping Status – Follow items after production is completed

Routing Setup

#

What You See on the Routing Setup Page#

What You See on the Routing Setup Page#

Routing Controls#

** Define Items**#

** Edit Items**#

** Edit Category**#

** Sync Items**#

Update Material Shortage#

View Shortage Impact Report#

** Export Options**#

How Routing Works#

Material Shortage in Routing Setup#

Quantity and Material Shortage Visibility#

Material Shortage Controls#

Update Material Shortage#

View Shortage Impact Report#

Review Material Shortage Status#

Select the Affected Parts#

Understand the Selected Part Fields#

Enter the Proposed Shortage#

Example#

Set the Same Quantity for Multiple Parts#

Shortage Quantity Limit#

Review the Expected Result#

Apply the Material Shortage#

Clear a Material Shortage#

What Material Shortage Does Not Change#

Estimated Material Shortage Impact Report#

Where to Find the Report#

From Routing Setup#

From Reports#

What the Report Estimates#

Main Report Metrics#

Impacted Final Items vs. Active Shortage Items#

No Active Material Shortages#

Understand the Results Table#

Filter the Report#

Refresh the Estimate#

Export the Results#

Important: The Report Is Estimated and Non-Blocking#

Complete Material Shortage Workflow#

Material Shortage Best Practices#

Editing Routing for an Item#

🧩 Define Sub-item Requirements for Production Stages#

Sub-item Requirement Options#

All Parts#

Example#

⚠️ All Parts Sequence Rule#

Why Is This Rule Required?#

Valid Example#

Invalid Example#

Selected Parts#

Selected Parts When Editing a Single Item#

Example#

Selected Parts During Bulk Routing Changes#

Example#

Add Multiple Mark Conditions#

Main Part Only#

Example#

Example: Project Routing with Sub-item Requirements#

🔄 Auto Routing (Sync Items)#

Example Routing Flow#

🌟 Best Practices#

🔗 Related Pages#

What You See on the Routing Setup Page

What You See on the Routing Setup Page

Routing Controls

Define Items

Edit Items

Edit Category

Sync Items

Update Material Shortage

View Shortage Impact Report

Export Options

How Routing Works

Material Shortage in Routing Setup

Quantity and Material Shortage Visibility

Material Shortage Controls

Update Material Shortage

View Shortage Impact Report

Review Material Shortage Status

Select the Affected Parts

Understand the Selected Part Fields

Enter the Proposed Shortage

Example

Set the Same Quantity for Multiple Parts

Shortage Quantity Limit

Review the Expected Result

Apply the Material Shortage

Clear a Material Shortage

What Material Shortage Does Not Change

Estimated Material Shortage Impact Report

Where to Find the Report

From Routing Setup

From Reports

What the Report Estimates

Main Report Metrics

Impacted Final Items vs. Active Shortage Items

No Active Material Shortages

Understand the Results Table

Filter the Report

Refresh the Estimate

Export the Results

Important: The Report Is Estimated and Non-Blocking

Complete Material Shortage Workflow

Material Shortage Best Practices

Editing Routing for an Item

🧩 Define Sub-item Requirements for Production Stages

Sub-item Requirement Options

All Parts

Example

⚠️ All Parts Sequence Rule

Why Is This Rule Required?

Valid Example

Invalid Example

Selected Parts

Selected Parts When Editing a Single Item

Example

Selected Parts During Bulk Routing Changes

Example

Add Multiple Mark Conditions

Main Part Only

Example

Example: Project Routing with Sub-item Requirements

🔄 Auto Routing (Sync Items)

Example Routing Flow

🌟 Best Practices

🔗 Related Pages