Specify Schedule And Distribution
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This page allows you to schedule the delivery of the line items in the Subcontract Order (SCO) document. Tell me more
Select the “Specify Schedule and Distribution” link at the bottom of the “Create Direct Subcontract Order” page
The “Specify Schedule And Distribution” page appears
The system displays the following details in the header
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Status |
The status of the SCO |
The system displays the subcontract order details in the header as follows
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SCO NO |
A unique code identifying the SCO |
Enter the following fields in the “Item Details” group box
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SCO Line No. |
Use the drop-down list box to select the line number of the item in the SCO document. The lowest of all the SCO line numbers is set as the default value |
The system displays the following fields in the “Item Details” group box
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Item Code |
The unique code identifying the line item in the SCO |
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Variant Code |
The variant of the item |
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Desc. |
The textual description of the item |
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Zoom facility available |
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Receipt At |
The OU where the items are received |
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Qty. |
The quantity of items requested from the supplier |
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UOM |
The unit of measurement of the item |
Enter the following details in the “Default Entries” group box
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Schedule Qty. |
The required quantity of the item on the scheduled date (Integer) The quantity should be greater than zero |
Note: The quantity cannot be modified to a quantity less than the already moved quantity. Also the quantity cannot be reduced to zero. The sum of the allocated quantity must be equal to the ordered quantity.
The sum of all the schedule quantity must be equal to the ordered quantity.
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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. |
Note: The “Need Date” cannot be different from the need date specified in the SCO document if the schedule type is “Single”
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Warehouse Code |
The code identifying the warehouse where the item needs to be stored (Alphanumeric, 10). This should not be entered if the “Subcontract type” is “Service” |
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Help facility available |
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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 receipt OUs of the login OU. “Blank” is set as the default value. This cannot be “Blank” if “Adhoc Item Class” has any value other than “None”. |
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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”. |
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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). This cannot be blank if the item has more than one analysis code and if a sub-analysis code has been entered. Analysis code should exists and be effective and active on the transaction date |
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Help facility available |
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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 “Schedule Details” multiline fields
The system displays the following fields in the “Schedule Details” Multiline
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Schedule No. |
The sequential number generated by the system, on clicking the “Specify Schedule and Distribution Details” pushbutton. |
Enter the following fields in the ”Schedule Details” multiline
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Schedule Qty. |
The required quantity of the item on a particular date (Integer). Mandatory. The quantity must greater than zero. |
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Need Date |
The date on which the required quantity must be delivered (Date Format). Mandatory. The need date must be greater than or equal to the current date and the SCO date. The need date should be greater than the SCO date |
Note: The “Need Date” cannot be different from the need date specified in the SCO document if the schedule type is “Single”
The “Need Date” cannot be different from the date entered in the main page against the line item if the schedule type of the line item is “Single”
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Warehouse Code |
The code identifying the warehouse where the subcontract items are stored.(Alphanumeric, 10) |
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Help facility available |
The warehouse code cannot be blank if the status of the SCO is “Draft” or “returned” or “Approved LOI” and if the selected item type is “Disposition”
The warehouse code cannot be blank if the status of the SCO is “Fresh” and if the SCO type is not dropship and SCO line item type is “Disposition”
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CC Usage |
Use the drop-down box to select the Cost Center name from which the items in the SCO have been requested. It is populated with Blank Option along with all the CC usages defined under the Purchase cost center definition |
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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 receipt OUs of the login OU. “Blank” is set as the default value. This cannot be “Blank” if “Adhoc Item Class” has any value other than “None”. |
Note: All the rows of a single schedule for a particular need date should have the same AC usage
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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). This cannot be blank if the item has more than one analysis code and if a sub-analysis code has been entered. Analysis code should exists and be effective and active on the transaction date |
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Help facility available |
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Sub Analysis Code |
The sub analysis code mapped to the Analysis code that is used for analysis purpose. (Alphanumeric, 5). |
Note: There should be atleast one schedule quantity-need date combination in the multiline for a SCO line number
For line item whose schedule type is “Staggered” more than one schedule should exists
Click the “Specify Schedule and Distribution” pushbutton save the schedule details
The schedule details for the SCO line item is saved against the SCO
Click the “Approve SCO” pushbutton to save the schedule details and approve the SCO document for further approval
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 Warehouse Details” link at the bottom of the page to view the details of the warehouse
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 Terms and Conditions ” link at the bottom of the page to specify the Terms and conditions.
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 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 to specify the coverage done by the SCO towards the SCR
Select the “Edit Subcontract Order” link at the bottom of the page to modify the existing subcontract order
Specify Schedule And Distribution – An Overview
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The page displays all the subcontract details such as the SCO number, amendment number, and type of subcontract order. This page displays all the supplier details like the supplier code and the supplier name.
On giving the subcontract order line number, the system displays all the item details such as the item code, variant of the item, description of the item, the OU where the item is to be received. You can distribute the quantity into various schedules by giving various supply dates and warehouse and CC usages where the parts have to be received.
During amendment, the quantity cannot be modified to a quantity less than the already moved quantity. Also, the quantity cannot be reduced to zero. The sum of the schedule quantities must be equal to the ordered quantity. You can approve the subcontract order in the page.
