Edit Subcontract Order

This page allows you to modify the selected Subcontract Order (SCO). Tell me more

Select “SCO No.” link from the Resultant Multiline or enter the SCO number at the top of the page and click on “Edit SCO”

The “Edit 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

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

SCO No.	The unique code identifying the SCO
Amendment No.	A unique code identifying the amendment done to the SCO.
Ref. Quotation No.	The unique number identifying the quotation raised for the SCO

Modify the following in the “SCO Details” group box if required:

SCO Date	The date on which the SCO was raised (Date Format) Mandatory
Folder	Use the drop-down list box to select the folder of the SCO. The drop-down lists the entire valid 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 to stock items.
	Activity - When some set of activities involved in the processing of an item needs to be contracted
	Conversion - This involves the process where an item is processed by the subcontractors to arrive at a new item
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 “Edit Subcontract Order”

Name	The name of the supplier
	Zoom facility available

Modify the following in the “SCO Details” group box if required:

Contact Person	The contact person in the supplier organization (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
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 supplier and not the actual SCO

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

Mode	The transportation mode of the SCO
Origin	The origin of the SCO
LOI to Order	Displays whether it was a letter of intent to order

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

Remarks	Any remarks pertaining to the SCO document (Alphanumeric, 100)
	Zoom facility available
Approval Date	The approval date of the SCO document to facilitate the processing of the document from that date. This changes the status of the subcontract document to “Approved” (Date Format)

Modify the following in the ”SCO Amount Details” group box if required

Currency	Use the drop-down list box to select 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”
	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 if required

Exchange Rate

The exchange rate of the currency selected in the “Currency” drop-down list against the base currency of the financial company to which the “SCO” organization unit is associated

Note: The “Exchange Rate” is displayed when the currency is selected in the “Currency” drop-down which can be modified

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

Base Currency Value	The base currency of the financial company to which the “SCO” organization unit is associated
SCO Value	The sum of all the line items “Total Value”. This is displayed when the “Create SCO” pushbutton or “Approve SCO” pushbutton is press
Additional Charges	The sum of all expenses on the supplier for all the line items.
Total Value	The sum of “SCO Value” and the “Additional Charges”.
	Total Value = “SCO Value” + “Additional Charges”

The system displays the following fields in the “Project Details” group box:

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.

Note: The “Project Details” group box is displayed only when SCO No. is associated with the project code.

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 organization unit where the item needs to be shipped. The drop-down lists all valid goods receipt organization unit in the “Purchase Order “ component, which belongs to the same financial company and business unit as the “SCO” organization unit. It also displays “Blank” and “None” option. “Blank” option is set as the default value for this
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 needs to be stored (Alphanumeric, 10)
	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

Click the “Get Quotation Line No.” pushbutton to display the item details corresponding to line number in the reference quotation of the SCO

The system displays the following in the “SCO Item Details” Multiline

Quotation Line No.

The unique number identifying the line number of the item in the quotation based on which the SCO is raised.

Modify the following fields in the “Item Details” multiline, if required

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
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
Description	The description of the item (Alphanumeric, 150). The “Description” cannot be blank if “Adhoc Item Class” is “None”
BOM Reqd.	Use the drop down box and select “Yes” if Billing of material is required else select “no”

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) for the item to be subcontracted. 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 quantity of item required from the supplier (Integer).Mandatory This cannot be blank or less than or equal to zero for given row if “Item”, “Variant” or “Description” is specified
UOM	The unit of measurement of the items supplied by the supplier. The “UOM” should be valid on the transaction date. The “UOM” cannot be blank for given row if “Item”, “Variant” or “Description” is specified
	Help facility available
Cost	The unit cost of the item (Integer). Mandatory This cannot be blank or less than or equal to zero for given row if “Item”, “Variant” or “Description” is specified
Per	The number of items, which form a unit (Integer).Mandatory This cannot be blank or less than or equal to zero for given row if “Item”, “Variant” or “Description” is specified. This cannot be blank for stockable items
Receipt At	Use the drop-down list box to select the organization unit where the items are received. The drop-down lists all valid goods receipt organization unit in the “Purchase Order “ component, which belongs to the same financial company and business unit as the “SCO” organization unit. 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 items needs to be supplied by the supplier (Date Format). The “Need Date” should be greater than the ‘SCO Date”. This should not be blank for “Single” schedule type. This should be blank for “Staggered” schedule type
Warehouse Code	The code identifying the warehouse where the item is stored (Alphanumeric, 10). This should be blank if the “Subcontract type” is “Service” and if schedule type is “Staggered” and if the “Adhoc Class” is other than “None”. This cannot be blank for subcontract type other then “Service”
	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 Receipt 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 given within a budget identification number

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 is mentioned in this field. 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 to which the line item in the SCO refers (Integer)

The system displays the following informations in the “SC Item Details” group box

WBS ID	The code that identifies the WBS mapped to the subcontract order.
Task Code	The task code mapped to the subcontract order.
Task Desc.	The detailed description of the task code.

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

Comments

Comments if any pertaining to the line item in the SCO (Alphanumeric, 256)

Click “Edit SCO” to save the modified values to the SCO

The modified values of the SCO are saved

The system displays the following

Created By	The name of the user who created the SCO
Created Date	The date on which the SCO was created.
Last Modified By	The name of the person who last modified the SCO
Last Modified Date	The date on which the SCO was last modified.

Click the “Edit 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”

The system displays the following

Created By	The name of the user who created the SCO
Created Date	The date on which the SCO was created.
Last Modified By	The name of the person who last modified the SCO
Last Modified Date	The date on which the SCO was last modified.

Click “Delete SCO” to cancel the SCO created

The system updates the status of the document to “Deleted”. A deleted SCO cannot be used for any transaction

To proceed, carry out the following

Select the “View Item Details” link at the bottom of the page for viewing the items details of the SCO
Select the “View BOM Details” link at the bottom of the page for viewing the Billing of Materials for the SCO
Select the “View Warehouse Details” link at the bottom of the page to view the warehouse details
Select the “View Budget Details” link at the bottom of the page for viewing the Budget Details of the items in the SCO
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 page to specify the issue details for the items in the SCO
Select the “Specify Inclusion/Exclusion List” link at the bottom of the page to specify the items to be issued and received from the supplier
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 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 “Tax Calculation - Summary ” link at the bottom of the page to specify the tax details for the items
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 SCO to subcontract request coverage
Select the “Attach notes ” link at the bottom of the page to attach any notes
Select the “View Earliest Available Date Details” link at the bottom of the page to earliest available dates of the item selected
Select the “View Disposition Review Details” link at the bottom of the page to view the disposition review details
Select the “View Free Stock Review Details” link at the bottom of the page to view the free stock review details
Select the “View Stock Status Details” link at the bottom of the page view 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 a specific warehouse
Select the “View Supplier Details” link at the bottom of the page to view the supplier details
Select the “View Buyer Details” link at the bottom of the page to view the buyer details
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.

Edit Subcontract Order – An Overview

Only the SCO, which are in the “Fresh” or “Draft” status, can be modified. This page allows you to modify the date, type, folder, validity dates, supplier, and buyer of the SCO. This page also allows you to modify the transaction currency, exchange rate of the SCO.

You can also modify the item details such as the ordered quantity of the item, item code, and variant of the item, the reference document of the SCO and the tolerance percentage of the item.

This page allows you to delete the selected SCO. Only the SCO(s), which are in the “Fresh”, “Draft”, Approved LOI or Returned SCO status can be deleted. Deletion can only be done if no “Advance Amount” has been paid towards the SCO. On deletion the status of the SCO is updated to “Deleted”. Deleted SCO cannot be used in any transaction. This page also allows you to approve the selected SCO.