Maintain Subcontract Release Slip

Through this activity, a subcontract release slip can be generated for a project from Project Management module. Contract number is specified against which release slip documents are generated.. WBS Ids of the project is retrieved and contract line numbers are mapped to the WBS Id. The project must be in approved status for SCRS generation.

Select the “Maintain Subcontract Release Slip” from the bottom of Generate Subcontract Documents page.

The “Maintain Subcontract Release Slip” page appears.

The system displays the following details in the “Project Details” group box.

Project Code	A unique code identifying the project.
Project Name	The name of the project.
Project Status	Indicates the project status.

Enter the following details in the “Search Criteria” group box:

From WBS ID	The starting range of the work breakdown structure number from which you wish to search and retrieve the details.
To WBS ID	The ending range of the work breakdown structure number until which you wish to search and retrieve the details.

Click the “Search” pushbutton.

The system displays the following details in the “Document Details” group box.

Doc. Type	Indicates the document type. Displayed as Subcontract Release Slip .
Doc. No	A unique number identifying the document.
Status	Indicates the document status.
Doc. Date	The date on which the subcontract release slip was created.
Amendment No.	A unique number identifying the document amendment

Select the following from the “Document Details” group box:

Folder

Use the drop-down list box to select the folder. The combo is loaded with the values mapped to Subcontract Release Slip in the Type set component. The system displays “Blank” by default on launch of the page.

Enter the following details in the “Document Details” group box:

Contract No.

A unique number identifying the contract.

The system displays the following details in the “Document Details” group box.

Contract Type

Indicates the contract type. It can be Rate /Quantity /Value

Select the following from the “Document Details” group box:

Numbering Type

Use the drop-down list box to select the numbering type

The system displays the following details in the “Document Details” group box.

Supplier Code	A unique code identifying the supplier.
Supplier Name	The name of the supplier.
Value	The basic value of the subcontract release document.

Select the following from the “Document Details” group box:

Receipt At

Use the drop-down list box to select the organization unit in which the subcontract release slip has to be received. The combo is loaded with the OUs based on the component interaction between SCRS and GR. The system displays the “Login OU” by default on launch of the page.

The system displays the following details in the “Document Details” group box.

Currency	The currency of the contract.
Type	The type of Subcontract. The service will be displayed as the type.
Accounting Unit	Accounting Unit also referred as a financial book where all the entries pertained to the subcontract of the goods are maintained.

Select the following from the “Document Details” group box:

AC Usage	Use the drop-down list box to select the accounting usage. The combo is loaded with the values mapped to the Transaction – Subcontract Release Slip.
CC Usage	Use the drop-down list box to select the costing usage.

Enter the following from the “Document Details” group box:

Remarks	Any remarks pertaining to the modification of subcontract release slip.
Reason Code	A unique code identifying the reason for shortclosing the subcontract release slip. Mandatory for shortclosure.

The system displays the following details in the “Document Details” group box.

Reason Description

The detailed description of the reason.

Enter the following details:

Budget ID

A unique code identifying the budget.

Enter the following details in the multiline:

Contract Line No.	A unique number identifying the contract line details.
WBS ID	A unique code identifying the work breakdown structure of the project.

The system displays the following details in the multiline.

Task Code	A unique code identifying the task.
Task Description	The detailed description of the task.
Required Quantity	The number of quantity required.

Enter the following details in the multiline:

Quantity

The number of quantity in subcontract .

The system displays the following details in the multiline.

Item Code	A unique code identifying the item.
Balance Quantity	The balance quantity of the WBS ID.
Task End Date	The date on which the task should be completed.

The system displays the following details in the multiline.

Line No	A unique number identifying the Item line.
Item Code	A unique code identifying the item.
Quantity	The item quantity.
Usage UOM	The unit of measurement of the item.

Enter the following details in the multiline:

Rate	The item rate.
Need Date	The date on which the item is required.
Comments	Any comments pertaining to the item.

The system displays the following details in the multiline.

Contract Line No.	A unique number identifying the contract line level details.
WBS ID	A unique number identifying the work breakdown structure.

Click the “Map/Un map” pushbutton to map / un map the details.

The system Maps and Unmaps the contract line no. with the WBS id

Click the “Create” pushbutton to create the subcontract release slip.

Note: The Create pushbutton is visible when the Generate Subcontract Release Slip hyperlink is launched from Generate Subcontract Documents activity.

Click the “Save” pushbutton to save the details.

The system saves the details in the second grid

Click the “Short Close” pushbutton to short close the details.

Note: Only Approved status of the SCRS can be short closed.

Click the “Delete” pushbutton to delete the details.

Note: Only Fresh status of the SCRS can be deleted.

The save, short close and delete pushbuttons are visible when Subcontract Release Slip activity is launched from View Generated Documents hyperlink.

To proceed, carry out the following

Select the “Specify TCD” link at the bottom of the page to specify tax, charges and discount details.
Select the “Tax Calculation - Summary” link at the bottom of the page to view the tax calculation summary.
Select the “Issue List” link at the bottom of the page to specify the list of items to be issued.
Select the “Receipt List” link at the bottom of the page to specify the list of items to be received.
Select the “Specify Terms Conditions” link at the bottom of the page to specify the terms and conditions details.
Select the “View Subcontract Release Slip” link at the bottom of the page to view the subcontract release slip details.
Select the “Amend Subcontract Release Slip” link at the bottom of the page to amend the subcontract release slip.
Select the “Approve Subcontract Release Slip” link at the bottom of the page to approve the subcontract release slip.
Select the “Specify SC Release Slip – SCR Coverage” link at the bottom of the page to specify the subcontract release slip and sub contract request coverage details.
Select the “Attach Notes” link at the bottom of the page to attach the notes details for the project.
Select the “Specify Checklist” link at the bottom of the page to specify the checklist details.