Create Direct Subcontract Order

This page allows you to create a Subcontract Order (SCO). Tell me more

Select the “Create Direct Subcontract Order” link from the “Subcontract Order” Business Component

The “Create Direct Subcontract Order” page appears

The system displays the following details in the header

Workflow Status

The workflow status of the subcontract order.

Note: The field “Workflow Status” is visible only when “Workflow Parameter” is set as “Yes” in the “Company Parameter Setup” component for subcontract order.

Status

The status of the SCO

Enter the following fields in the “SCO Details” Group box

SCO NO

A unique code identifying the subcontract order. (Alphanumeric, 18) Mandatory. This number is automatically generated and displayed by the system at the time of creating the subcontract order, based on the numbering type selected in this page. The number should be entered if the “Numbering series” is “Manual”

The system displays the following information “SCO Details” group box

Amendment No.

A unique code identifying the amendment done to the subcontract order.

Enter the following fields in the “SCO Details” Group box

Numbering Series	Use the drop-down list box to select the numbering series for the “SCO NO”. The drop-down lists all the valid numbering types that is having prefix-suffix combination in the “SCO” OU for the transaction type “Ordering” and “SCO” along with blank option
SCO Date	The creation date of the SCO (Date Format).Mandatory
	Press <Enter> Key

Note: if “SCO Date” is blank then system date is taken as the default “SCO Date”

The “SCO Date” should not be greater the “System Date”

Folder	Use the drop-down list box to select the classification of the subcontract order document. The drop-down lists the user-defined values for the “SCO Folder” from the Type Setup Component
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.
	Conversion - This involves the process of manufacturing an item using the issued items
Supplier Code	The unique code identifying the supplier (Alphanumeric, 16). Mandatory
	Press <Enter> Key
	Help facility available

The system displays the following information in the “SCO Details” group box

Name	The name of the supplier
	Zoom facility available

Enter the following information in the “SCO Details” group box

Contact Person	The Name of the person who can be contacted in case of any clarification regarding the subcontracting the Items in the SCO on behalf of the Supplier (Alphanumeric, 45)
Buyer	Use the drop-down list box to select the buyer of the subcontracted items. The drop-down lists all the valid buyer code for the login ID entered which are active and effective on the SCO date along with the “Blank” option. Capturing the Buyer depends on the System Parameter value (‘Buyer Control Mandatory’ set as ‘YES’ or ‘NO’) ; if a Buyer is specified in a SCO, then the items ordered are checked for the validity of the Buyer.
Hold	Select/Deselect the checkbox to put the document into the “hold” status. When the document is put into the “hold” status the document cannot be approved for further processing.
LOI	Select/Deselect this checkbox to say that it is only a letter of intent to the subcontractor. If the LOI field is checked the SCO is considered just as a Letter of Intent. This letter of intent is sent to the supplier, which would help the supplier to know about the buyer’s requirement.

The system displays the following information in the “SCO Details” group box

Mode	The mode of the SCO. The different modes are Express and Normal which are based on the subcontract request.
PR Origin	The origin of the SCO. The values can be Purchase, Inventory, and Production.

Enter the following fields in the “SCO Details” group box

Approval Date	The date of approval of the SCO (Date Format)
Remarks	Any remarks pertaining to the SCO document (Alphanumeric, 100)
	Zoom facility available

Enter the following in the ”SCO Amount Details” group box

Currency	Use the drop-down list box to select the transaction currency of the SCO. The drop-down lists all the valid currencies defined for the financial company of “SCO OU” in the “Organization Setup”
	Press <Enter> Key

Note: The “Currency” selected should be defined for the supplier code

Modify the following fields in the “SCO Amount Details” group box

Exchange Rate

The Exchange Rate in which the SCO Value is calculated w.r.t. to the Base Currency of the Company, if the currency specified for the SCO is different from the base currency (Integer). . If the SCO is in base currency, then the exchange rate is 1(One).

The system displays the following fields on the “SCO Amount Details” group box

Base Currency Value	The SCO Value calculated in base currency
SCO Value	The sum of all the line items “Total Value”. This is displayed when the “Create SCO” pushbutton or “Approve SCO” pushbutton is pressed.
Additional Charges	Additional taxes, charges, discounts incurred for the items during the transit of goods and based upon the terms and conditions with the supplier. This is displayed when the “Create SCO” pushbutton is pressed
Total Value	The sum of “SCO Value” and the “Additional Charges”. This is displayed when the “Create SCO” pushbutton is pressed
	Total Value = “SCO Value” + “Additional Charges”

Enter the following in the “default entries” group box. The values entered in the following fields will be defaulted for the items in the multiline

Receipt At	Use the drop-down list box to select the OU where the line item needs to be received. The drop-down lists all valid “GR OU” defined mapped to the “SCO “ component, which belongs to the same financial company and business unit as the “SCO” OU.
Need Date	The date on which the items needs to be supplied by the supplier (Date Format). The “Need Date” should be greater than the ‘SCO Date”
Warehouse Code	The code identifying the warehouse where the item will be stored (Alphanumeric, 10). This helps the supplier identify the place where the items are stored
	Help facility available

Note: The “Warehouse Code” should be blank if the “Subcontract type” is “Service”

Accounting Unit	Use the drop-down list box to select the Accounting Unit. Accounting Unit is the finance book, which contains various accounts into which the financial entries pertaining to the transactions are maintained. The drop down lists all the finance books that are mapped to the Receipt OUs mapped to the SCO Login OU.
AC usage	Use the drop-down list box to specify the Account Usage, which points to an Account Code where the financial postings will be done. The corresponding Account Code for the selected Account Usage would have been defined in the “Account Rule Definition” component in Finance. These account codes are mapped to the finance books that are in turn mapped to the GR OUs of the login OU. This cannot be “Blank” if “Adhoc Item Class” has any value other than “None”.
CC Usage	Use the drop-down box to select the cost center usage (consumption Point) for the item. The drop-down lists all the CC usages defined for the “Purchase Cost Center” in the “Cost Rule Definition” component. The CC usage is specified whenever an item is moved to a Cost Center instead of a warehouse for Example: Service Item/ Adhoc Item.. “Blank” is set as the default value. This cannot be “Blank” if “Adhoc Item Class” has any value other than “None”.
Budget ID	Unique identifier for a particular Budget associated with the purchase of the Line Item. (Alphanumeric, 6).
	Help facility available
Analysis Code	The analysis code mapped to the Account code identified by the Account Rule Definition/ Account Usage. It is used for analysis purposes. (Alphanumeric, 5). Analysis code cannot be blank if the item has more than one analysis code. Analysis code should exists and be effective and active on the transaction date
	Help facility available
Sub Analysis Code	The sub analysis code mapped to the Analysis code that is used for analysis purpose. (Alphanumeric, 5).

Click the “Default” pushbutton to display the default values in the “Item Details” multiline fields

Enter the following fields in the “Item Details” multiline:

Item Code	The unique code identifying the item (Alphanumeric, 32). The “Item Code” should be valid on the transaction date. The “Item Code” cannot be blank if “Adhoc Item Class” is “None”
	Press <Enter> Key
	Help facility available

Modify the following fields in the “Item Details” multiline which are defaulted when the item code is entered

Variant	The variant of the item (Alphanumeric, 8). The “Variant” cannot be blank if “Adhoc Item Class” is “None” and if “Item Code” is specified. An item may or may not have a Variant.
	Press <Enter> Key
Description	The description of the item (Alphanumeric, 150).Mandatory In case of Adhoc Item only Description is specified without Item Code & Variant. The “Description” cannot be blank if “Adhoc Item Class” is other than “None”

Enter the following fields in the “Item Details” multiline

BOM Reqd.	Use the drop down box and select “Yes” if Bill Of Material (BOM) is required else select “no”
	Press <Enter> Key

Note: If “BOM Reqd” is set to “Yes” than atleast one multiline item should be defined in the “Issue” list page and “Receipt List” page

BOM Reference	The unique code identifying the Bill Of Material (BOM) that defines all the constituent items and their quantities of the subcontract item. (Alphanumeric, 18) The “BOM Reference” cannot be blank if “BOM Reqd” is “Yes”
	Help facility available

Note: If “BOM Reqd” is “no” and “BOM Reference” is entered then atleast one Multine should be entered in the “Issue List” or “Inclusion Or Exclusion” page

Quantity	The number of units of the line item required (Integer). Mandatory This cannot be blank or less than or equal to zero for given row if “Item”, “Variant” or “Description” is specified
	Press <Enter> Key
UOM	The unit of measurement in which the items needs to be supplied by the supplier (Alphanumeric, 30) Mandatory The “UOM” should be valid on the transaction date. The “UOM” cannot be blank for given row if “Item”, “Variant” or “Description” is specified
	Press <Enter> Key
	Help facility available
Cost	The cost applicable to the number of units specified in the “Per” field (Integer). Mandatory This cannot be blank or less than zero for given row if “Item”, “Variant” or “Description” is specified
Per	The number of units of the item for which the cost is applicable (Integer) Mandatory. This cannot be blank or less than or equal to zero for given row if “Item”, “Variant” or “Description” is specified.
Receipt At	Use the drop-down list box to select the OU where the items are received. The drop-down lists all valid GR OU of the “SCO“ component, which belongs to the same financial company and business unit as the “SCO” OU. It also displays “Blank” and “None” option. “Blank” option is set as the default value
Schedule Type	Use the drop-down list box to select the Schedule Type.
	Single – Indicates that the supplier has to deliver the items all at one time
	Staggered – Indicates that the supplier can divide the quantity of items into part deliveries
Need Date	The date on which the item is needed (Date Format). The “Need Date” should not be earlier to the ‘SCO Date”. This value needs to be entered in this page only if the schedule type is “Single”
Warehouse Code	The code identifying the warehouse where the items are stored (Alphanumeric, 10). This value should not be entered if the “Subcontract type” is “Service”, if schedule type is “Staggered” and if the “Adhoc Class” is other than “None”.
	Press <Enter> Key
	Help facility available
Accounting Unit	Use the drop-down list box to select the Accounting Unit. Accounting Unit is the finance book, which contains various accounts into which the financial entries pertaining to the transactions are maintained. The drop down lists all the finance books that are mapped to the GR OUs mapped to the SCO Login OU.
Budget ID	Unique identifier for a particular Budget associated with the purchase of the Line Item. (Alphanumeric, 6).
	Help facility available

The system displays the following information

Basic Value	The basic value of the line item
	Basic Value = Cost /Per * Quantity
Total Value	This value is displayed when the “Create SCO” or “Approve SCO” pushbutton is pressed.
	Total value = Basic Value (Line item) + TCD Value payable to document supplier
Drawing Revision No.	The unique engineering drawing revision number of the item

Enter the following Details in the “SC Item Details” group box

Adhoc Item Class	Use the drop down list box to select the classification under which the non-codified items are defined. The drop-down displays all the “Adhoc item class” defined in the “Type Setup” Component.
Ref Doc type	Unique identification number of a reference document. The Reference documents can be any external document line Production Work Order, Maintenance Work Order
Ref Doc No	The unique code identifying the reference document. (Alphanumeric, 20)
Ref Doc Line no	The line number of the item in the reference document (meric)
Comments	Comments if any pertaining to the line item in the SCO (Alphanumeric, 256)

Click the “Create SCO” pushbutton to create a SCO

The system updates the status of the document to “Fresh” if all the mandatory information is provided else it is set to “Draft”

The system displays the following fields:

Created By	The login ID of the person who created the SCO
Created Date	The date on which the SCO is created

Click the “Create and Approve SCO” pushbutton to approve the SCO, if the SCO is of single schedule and without any quality specification

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”

To proceed, carry out the following

Select the “View Item Details” page to view the details pertaining to the item selected

Select the “View BOM Details” page to view the details pertaining to the Bill Of Material (BOM) details pertaining to the item selected

Select the “View Budget Details” page to view the details pertaining to the Budget details of the item selected

Select the “Warehouse Details” page to view the details pertaining to the warehouse of the selected item
Select the “Specify Schedule and Distribution” link at the bottom of the page to specify the schedule and distribution details for the order

Select the “Specify Receipt List” link at the bottom of the page to specify the list of items to be received from the supplier

Select the “Specify Issue List ” link at the bottom of the page to specify the items to be issued
Select the “Specify Inclusion/Exclusion List” at the bottom of the page to specify the items that are included and excluded
Select the “Specify Taxes/Charges/Discount Details ” link at the bottom of the page to specify the Tax, charges and discount details.

Select the “Specify Terms and Conditions ” link at the bottom of the page to specify the Terms and conditions pertaining to the line item

Select the “Specify Quality Attributes ” link at the bottom of the page to specify quality Attributes
Select the “Specify SCO-SCR Coverage” link at the bottom of the page tospecify the coverage done by the SCO against the SCR

Select the “Tax Calculation - Summary” link at the bottom of the page to specify the tax details for the items

Select the “Attach notes ” link at the bottom of the page to attach any notes

Select the “Edit SubContract Order” link at the bottom of the page to modify the existing SCO

Select the “View Earliest Available Date Details” link at the bottom of the page to view the earliest date when the items will be available

Select the “View Free Stock Review Details” link at the bottom of the page to view free stock review details

Select the “View Disposition Review Details” link at the bottom of the page to view the Disposition details pertaining to the line items

Select the “View Stock Status Details” link at the bottom of the page to view the status of the stock

Select the “View Warehouse Stock Status Details” link at the bottom of the page to view the status of the stock in the warehouse

Select the “View Supplier Details” link at the bottom of the page to view the details pertaining to the supplier

Select the “View Buyer Details” link at the bottom of the page to view the details pertaining to the buyer.
Select the "Operational Checklist" link to record the check list required for the subcontract order.
Select the “Specify Retention Details” link at the bottom of the page to specify the retention details of the order.

Note: The “Specify Retention Details” link is accessed only when “Retention amount calculation to be Order Specific” parameter is set as “Yes” in Common Parameters activity of Company Parameter Setup component.

Select the “Specify Order – BG Mapping” link at the bottom of the page to map the purchase order / sale order details to the bank guarantee.

Create Subcontract Order – An Overview

All the subcontract order details such as the SCO type, folder to which the SCO belongs, date on which the SCO is created, supplier details and subcontract order currency can be entered.

You can specify details of the list of items subcontracted such as the item code, item variant, quantity of item needed. The cost for the number of units of the item is defaulted in the page once the item code is entered. You can also specify non-codified items in the list of items to be subcontracted by selecting the item in the “Adhoc Class” drop-down list. When non-codified items are entered it is necessary that the description of the item be entered, item code and variant should not be entered.

In this page you can specify whether you want to procure the items in single schedule or multiple schedules. You can also specify the receiving OU where the goods need to be supplied and need date of delivery.

You can put a hold on the subcontract order after creating so that it cannot be authorized. You can also approve the subcontract order in this page itself if the subcontract order is of single schedule and without any quality specifications and Terms and condition details are defaulted from Supplier Master.