Selecting a Subcontract Order for Approving

Select Subcontract Order

This page allows you to select the Subcontract Order (SCO) for approving or returning. You can directly enter the SCO code if you know the exact code, or carry out the search using SCO number, date on which the SCO was raised, type of the SCO, status of the document. The system displays the SCO in the multiline as per search criteria.

Only SCO(s), which are in “Fresh” status, can be approved.

Select the “Approve Subcontract Order” under the “Subcontract Order” Business Component

The “Select Subcontract Order” page appears.

The system displays the following details in the header

Status

The status of the SCO

Enter the following fields in the header

SCO No.

The unique code identifying the SCO (Alphanumeric, 18)

Select the “Approve Subcontract Order" link provided on the side, to modify the SCO details.

Enter the following in the “Search Criteria” group box, to

SCO No. From	The starting number, in the range of SCO numbers, from which the SCO details must be retrieved. (Alphanumeric, 18). You can enter the SCO number in full or specify it partially using the “*” character. The system retrieves all the SCO whose SCO code is similar to the code entered here. Leave this field blank, to retrieve all the SCO(s).
SCO No. To	The ending number, in the range of SCO numbers, till which the SCO details must be retrieved. (Alphanumeric, 18). You can enter the SCO number in full or specify it partially using the “*” character. The system retrieves all the SCO whose SCO code is similar to the code entered here. Leave this field blank, to retrieve all the SCO(s)
Created At	Use the drop-down list box to select the OU where the SCO is created
SCO Date From	The starting date, in the range of SCO dates, from which the SCO details, must be retrieved (Date Format). Ensure this date is lesser than or equal to the system date. The system lists all the SCO(s) that are raised later than this date. Leave this field blank, to retrieve all the SCO(s), irrespective of the starting date.

Note: The date entered in the “SCO Date from” must be less than the “SCO Date to”

SCO Date To	The ending date, in the range of SCO dates, until which the subcontract orders details, must be retrieved (Date Format). Ensure this date is lesser than or equal to the system date. The system lists all the SCO(s) that are raised later than this date. Leave this field blank, to retrieve all the SCO(s), irrespective of the starting date.
Type	Use the drop-down list box to select the type of SCO
	Service - This involves the process of servicing a particular item. When this type is selected the warehouse code should not be specified.
	Activity - When one or more activities involved in the processing of an item needs to be subcontracted
	Conversion - This involves the process of manufacturing an item using the issued items
Status	Use the drop-down list box to select the status of the SCO document. The drop-down lists the draft, fresh, approved Loi, returned status along with “All”. Select “All” to retrieve all SCO(s), irrespective of the status of the SCO
Folder	Use the drop-down list box to search by the folder of the SCO. The drop-down lists the user-defined values for the “SCO Folder” from the Type Setup Component. By default “All” is displayed. Select “All” to retrieve all SCO(s), irrespective of the folder of the SCO
Mode	Use the drop-down list box to select the mode of delivery of the items. The options available are Express and Normal
Supplier Code	The code identifying the supplier of the SCO (Alphanumeric, 16). You can enter the supplier code in full or specify it partially using the “*” character. The system retrieves all the SCO(s) containing supplier code similar to the code entered here. Leave this field blank, to retrieve all the SCO(s), irrespective of the supplier.
Name	The name of the supplier. You can enter the supplier name in full or specify it partially using the “*” character. The system retrieves all the SCO(s) containing supplier name similar to the name entered here. Leave this field blank, to retrieve all the SCO(s), irrespective of the name of supplier
Address ID	The code identifying the address of the supplier. You can enter the address code in full or specify it partially using the “*” character. The system retrieves all the SCO(s) containing address Id similar to the number entered here. Leave this field blank, to retrieve all the SCO(s), irrespective of the name of supplier
Status	Use the drop-down list box to select the status of the SCO document. The drop-down lists the draft, fresh, approved Loi, returned status along with “All”. Select “All” to retrieve all SCO(s), irrespective of the status of the SCO
Folder	Use the drop-down list box to search by the folder of the SCO. The drop-down lists the user-defined values for the “SCO Folder” from the Type Setup Component. By default “All” is displayed. Select “All” to retrieve all SCO(s), irrespective of the folder of the SCO
Currency	Use the drop-down list box to search by the transaction currency of the SCO. The drop-down lists all the valid base currency defined for the financial company of “SCO OU” in the “Organization Setup”. By default “All” is displayed. Select “All” to retrieve all SCO(s), irrespective of the currency of the SCO
Origin	Use the drop-down list box to search by the origin of the SCO raised. The list displayed Purchase, Inventory, Production and All. By default “All” is displayed. Select “All” to retrieve all SCO(s), irrespective of the origin of the SCO
Buyer	The unique identifying the buyer of the SCO. You can enter the buyer code in full or specify it partially using the “*” character. The system retrieves all the SCO(s) containing buyer code similar to the code entered here. Leave this field blank, to retrieve all the SCO(s), irrespective of the buyer
Ref Doc No.	A unique number identifying the reference document for SCO.
LOI	Use the drop-down list box to specify whether the SCO was a letter or intent or not. If “Yes” is selected then the SCO that are Letter of Intent are displayed. If “No” is selected then the SCO that are not letter of intent are displayed. Set this to “ALL” to retrieve all the SCO(s), irrespective of the LOI
LOI to Order	Use the drop-down list box to select the whether the SCO was a letter or intent to order or not. If “Yes” is selected then the SCO that are Letter of Intent to order are displayed. If “No” is selected then the SCO that are not letter of intent to order are displayed. Select “All” to retrieve all the SCO(s), irrespective of the LOI to order
Value From	The starting value of the SCO from which the SCO needs to be retrieved (Integer)
Value To	The ending value of the SCO till which the SCO needs to be retrieved (Integer)
Level	Use the drop-down list box to select the level at the SCO is approved. The possible values are Self and Selft & Lower
Currency	Use the drop-down list box to search by the transaction currency of the SCO. The drop-down lists all the valid base currency defined for the financial company of “SCO OU” in the “Organization Setup”. By default “All” is displayed. Select “All” to retrieve all SCO(s), irrespective of the currency of the SCO
Quotation No.	The unique number identifying the quotation raised for the SCO (Alphanumeric, 18). You can enter the SCO number in full or specify it partially using the “*” character. The system retrieves all the SCO whose SCO code is similar to the code entered here. Leave this field blank, to retrieve all the SCO(s)
Project Code	A unique code identifying the project for searching the subcontract order associated with the project.
Buyer	The unique identifying the buyer of the SCO. You can enter the buyer code in full or specify it partially using the “*” character. The system retrieves all the SCO(s) containing buyer code similar to the code entered here. Leave this field blank, to retrieve all the SCO(s), irrespective of the buyer

Click the “Search” pushbutton, to retrieve the details in the multiline.

The System displays the following information in the “Search Results” multiline:

SCO No.	A unique code identifying the SCO.
	Data hyperlink available
Date	The date on which the SCO was raised.
Type	The type of SCO. The different types of SCO are service, conversion and activity.
Ref Doc No.	A unique number identifying the reference document for SCO.
Status	The status of the SCO.
Folder	The folder of the SCO.
Value	The total value of the SCO.
Currency	The transaction currency of the SCO.
Supplier Code	The code identifying the supplier.
Name	The name of the supplier.
Buyer	The code identifying the buyer.
Mode	The mode of delivery of the goods. The mode can be either express or normal.
LOI	Displays whether the SCO was a letter of intent.
LOI to Order	Displays whether the SCO was a letter of intent to order.
Created At	The OU where the SCO was created.
Origin	The origin of the SCO. The values can be Purchase, Inventory, and Production.

Enter the following fields in the “Search Results” group box:

Approval Date

The date on which the SCO needs to be approved (Date Format).

The system displays the following information in the “Search Results” multiline:

Project OU	The organization unit in which the project code has been created.
Project Code	A unique code identifying the project associated with subcontract order.
Project Description	The detailed description of project.

Enter the following fields in the “Search Results” group box:

Remarks

Remarks If any, pertaining to the modification or deletion of the SCO (Alphanumeric, 150).

Check the box in the “Select” column of the multiline, to mark the SCO for approval or to return.

Click the “Approve SCO(s)” pushbutton to approve the selected SCO(s).

The status is set to “Open” if the creator also has the Approval rights and if the LOI field is not checked else the status is set to “Approved LOI”.

Click the “Return SCO(s)” pushbutton to cancel the SCO(s).

The status of the SCO is “Returned”.