Create subcontract order from quotation

Create Subcontract Order From Quotation

In this page you can create a Subcontract Order (SCO) referring to a quotation. Tell me more

Select the " Subcontract Order" link under the " Create Subcontract Order " business component

The “Create Subcontract Order from Quotation” page appears

The system displays the following details in the header

Status

The status of the SCO

Enter the following in the “Search Criteria” group box

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

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

To Quotation Date	The ending date, in the range of quotation dates, until which the quotations must be retrieved (Date Format). Ensure this date is lesser than or equal to the system date. The system lists all the quotations that are raised later than this date. Leave this field blank, to retrieve all the quotations, irrespective of the starting date.
Type	Use the drop-down list box to select the type of quotation
	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
Item Code	The unique code identifying the item available in the quotation. (Alphanumeric, 32) You can enter the item code in full or specify it partially using the “*” character. The system retrieves all the quotations containing item code similar to the code entered here. Leave this field blank, to retrieve all the quotations, irrespective of the item
Variant	The variant of the item code. (Alphanumeric, 8) You can enter the variant of the item in full or specify it partially using the “*” character. The system retrieves all the quotations containing variant similar to the variant entered here. Leave this field blank, to retrieve all the quotations, irrespective of the variant of the item
Description	The textual description of the item. (Alphanumeric, 40) You can enter the description of the item in full or specify it partially using the “*” character. The system retrieves all the quotations containing description of the item similar to the description entered here. Leave this field blank, to retrieve all the quotations, irrespective of the description of the item
Supplier Code	The unique code identifying the supplier of the quotation (Alphanumeric, 16) You can enter the supplier code in full or specify it partially using the “*” character. The system retrieves all the quotations containing supplier code similar to the code entered here. Leave this field blank, to retrieve all the quotations, irrespective of the supplier.
Supplier Name	The name of the supplier (Alphanumeric, 60). You can enter the supplier name in full or specify it partially using the “*” character. The system retrieves all the SCOs containing supplier name similar to the name entered here. Leave this field blank, to retrieve all the SCOs, irrespective of the name of supplier
Buyer	Use the drop-down list box to select the select the buyer of the subcontracted items
Folder	Use the drop-down list box to search folder of the SCO. The drop-down lists the entire valid purchase order folder in the type setup component. By default “All” is displayed. Select “All” to retrieve all SCO(s), irrespective of the folder of the SCO

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

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.

Note: The “SCO NO” should not be blank if the “Numbering Series” is set to “Manual”

The “SCO No” is auto generated if the “Numbering Series” is anything other than “Manual” with the prefix or suffix selected in the “Numbering Series” on the click of “Create SCO from quotation” pushbutton

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

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”

Supplier Code	The unique code identifying the supplier for the subcontract order (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

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

SCO Date	The creation date of the subcontract order (Date Format).Mandatory
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.
Folder	Use the drop-down list box to select the folder 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 subcontract Order.
	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

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

Quotation No.	The unique code identifying the quotation raised
Date	The date on which the quotation was raised.
Type	The type of the quotation. The type of quotation raised for the SCO can be activity, conversion and service
Folder	The folder of the SCO
Buyer	The unique code identifying the buyer
Supplier code	The unique code identifying the supplier
Name	The name of the supplier
Quotation Line No.	The line number of the item in the quotation document
Item code	The unique code identifying the item
Variant	The variant of the item

Enter the following details in the multiline:

Description	The textual description of the item
Order Qty	The number of units requested
UOM	The unit of measurement of the item
	Help facility available

Note: Atleast one row should be selected in the multiline

Click the “Create SCO” pushbutton to create a SCO referring to a quotation document

The system displays a success message

The system defaults all the details of quotation such as the TCD details, the BOM details, the inclusion/exclusion details, the quality details to the newly created subcontract order.

If all the mandatory information has been entered and validated the status of the SCO is set to “Fresh” upon creation of the document

The system displays the following fields:

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

To proceed, carry out the following

Select the “Edit SCO” link at the bottom of the page to modify or change information pertaining to an already created Subcontract Order.
Select the "Operational Checklist" link to record the check list required for the subcontract order.

Create Subcontract Order From Quotation – An Overview

The quotation document referred by the SCO must be in the “Approved” status. The supplier details, TCD details, Quality details available in the quotation are defaulted in the SCO created in this page. This is of help when the items in the subcontract order are ordered based on a quotation document.

In this page you can carry out a search of the quotation document using the quotation number, date on which the quotation document was created, the type of the quotation. The search can also be carried out on the supplier name and supplier code.

You must specify the unique code identifying the SCO, the supplier code for the SCO, the date on which the SCO is created and the buyer of the SCO

Once the SCO document is created the status of the document is set to “Fresh”