Setting Up Operation Types and Codes

Operation types describe shop floor tasks used with the printing industry. All types are user-defined, and may include activities such as printing, binding, coating, laminating, window patching, sheeting, packing, gluing, die cutting, stamping, or embossing.

To set up types and codes:

  1. Open the Operation Types form.
  2. Specify a type code and description.
  3. On the Constants tab, specify default constants for the selected type.
  4. On the Setup Finish and Run Time, Ratings, Costs, and Other tabs, enable, and specify a caption for as many attributes as needed (from four to twenty possible fields, depending on the tab). The specifications made here determine what displays on the Operation Type Codes and Estimate Operations forms.
  5. Each operation type has a code which describes specific examples of types, and defines factors and formulas used to calculate print quote price. To set up these codes:
    1. On the Operation Types form, specify a type and click Codes to open the Operation Type Codes form.
    2. Specify a code, description, and work center for the selected type.
    3. On the Estimate Workbench tab, enable the attributes that are relevant to the current type code. When Price Quotation is specified as the Quote Method, the specifications made here help determine which fields are enabled on the Printing Estimate Workbench form.
    4. On the Setup Finish and Run Time, Ratings, Costs, and Other tabs, specify values for all fields that you enabled on the Operation Types form.
    5. Save the record and close the form.
Related topics
About the Printing Industry Pack
Creating a Printing Quote From an Estimate
Working With Quote Templates