Approving SC release slip

Amend SC Release Slip

This page allows you to approve the selected Subcontract Release Slip (SCRS) for further processing. Only the document whose status is “fresh”,”returned”,”amended” can be approved. Upon approval the status of the SC release slip is updated to “Open”. No modification can be made on an approved document. Only approved SC release slips are open for transactions. While approving the SCRS, which is in the “Amended”, status the quantity cannot be modified to a quantity less than the quantity already received and accepted.

This page allows the authorizer to return the document with a remark. In this case the SC release slip status will be changed to “Returned”. This can be modified in the edit activity or the amend activity

Select “SC release slip No.” link from the Resultant Multiline or enter the SC release slip number at the top of the page and click on “Approve SC release slip”

The “Amend SC Release Slip” page appears

The system displays the following in the header

Status

The status of the SCRS

The system displays the following information in the “SC Release Slip Details” group box

SC Release Slip No.	The unique code identifying the subcontract release slip.
Amendment No.	A unique code identifying the amendment done to the subcontract release slip. Amendment is normally done after the approval of the document

Enter the following fields in the “SC Release Slip Details” group box

SC Release Slip Date	The date on which the SC release slip is raised
Folder		Use the drop-down list box to select the classification of the SCRS document by which the company refers. The drop-down lists all the user-defined values forhe “SCRS folder” class code n the “Type Setup” component
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 SCR 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 SCRS, then the items ordered are checked for the validity of the Buyer.

The system displays the following information “SC Release Slip Details” group box

BSCO No.	The unique code identifying the BSCO
Blanket SCO Date	The creation date of the blanket subcontract order (Date Format). Mandatory The system date is displayed by default.
Blanket Order 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
Supplier Code	The unique code identifying the supplier of the BSCO
Name	The name of the supplier
Contract Type	The type of the contract
	Rate – Indicates that the contract is based only on the unit price of the service or goods to be procured for the contract period.
	Quantity – Indicates that the contract is based only on the total quantity of the items to be procured for the contract period
	Value - Indicates that the contract is based on the total value of the items to be procured fro the contract period.
BSCO Created At	The OU where the BSCO was created
BOM Modifiable in SC Rel Slip	Indicates whether the Bill of Materials associated with the line items of the BSCO is modifiable or not
Rate Control	Displays whether control on rate is needed for the period of blanket subcontracts

Enter the following fields in the “SC Release Slip Details” group box

Remarks	Remarks if any, pertaining to the subcontract release slip (Alphanumeric, 256)
	Zoom facility available
Hold	Select/Deselect to put the SC release slip in to the hold status. A held SC Release slip cannot be approved. A document is put into the “held” status when certain uncertainty exists with the document
Contact Person	The contact person in the organization (Alphanumeric, 45)
Approval Date	The date on which the subcontract release slip is approved for further processing (Date Format)

The system displays the following information in the “SC Release Slip Amount Details” group box

SC Release Slip Amount	The total value of the SC Release Slip. This sum of the values of the all the items in the SC Release Slip. This is displayed when the “Create” or “Create and Approve” pushbutton is pressed
Additional Charges	Additional charges incurred on the SC Release Slip. This is sum of all the line level TCDs and document level TCD.
Total value	The total value of the SC Release Slip. This is sum of “SC Release Slip Value” and “Additional Charges”. This is displayed when the “Create” or “Create and Approve” pushbutton is pressed
Currency	The transaction currency of the SC Release Slip.
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 “SCRS” OU is associated. The default value is set as “1”. This cannot be blank
Base Currency Value	The base currency of the financial company to which the “SCRS” OU is associated

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

Project OU	The organization unit in which the project is defined.
Project Code	The unique code identifying the project associated with subcontract release slip.
Project Description	The detailed description of the project associated with subcontract release slip.

Enter the following fields in the “Default Entries” group box.

Budget ID	Unique identifier for a particular Budget associated with the purchase of the Line Item. (Alphanumeric, 6).
	Help facility available
Need Date	The date on which the items needs to be delivered (Date Format)
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 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”.
AC Usage	Use the drop-down list box to specify the Account Usage, which is used to get an account code from ARD component (Account Rule Definition). Specifying a AC Usage is mandatory in case the line item is a Non-Stockable item.
Analysis Code	Code/Identifier that is mapped to the account code that is used for analysis purposes. . (Alphanumeric, 5). Help Facility Available
Sub Analysis Code	Code/Identifier that is mapped to the analysis-code that is used for analysis purpose. . (Alphanumeric, 5).
Receipt At	Use the drop-down list box to select the OU where the item needs to be received. The drop-down lists all valid goods receipt OU in the “Purchase Order “ component, which belongs to the same financial company and business unit as the “SCRS” OU. It also displays “Blank” and “None” option. “Blank” option is set as the default value for this
Warehouse Code	The code identifying the warehouse where the item needs to be stored (Alphanumeric, 10). The warehouse entered must be defined in any of the GR OUS mapped to the “SCRS” component if the code is in “Active” status.
	Help facility available

Click the “Default” pushbutton to display the values entered in the “Default Entries” group box in the corresponding fields in the “SC Item Details” multiline

The system displays the following information in the “SC Item Details” multiline

Line No.

The line number of the item in the SC release slip

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

BSCO Line No.	The unique number identifying the line number of the item in the BSCO (Integer)
	Press <Enter> Key
	Help facility available

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

Item Code	The unique code identifying the item
	Data hyperlink available
Variant code	The variant of the item
Description	The textual description of the item
BSCO Balance Quantity	The quantity of items which has not be delivered as per the BSCO

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

Quantity

The number of units to be subcontracted through the subcontract release slip (Integer). The value should not be negative or zero. This should be entered for the BSCO contract type “Value”,” Quantity”. If the contract type is “Quantity” then value specified in the “Quantity” field cannot be more than the “BSCO balance allocated quantity”

Note: The “Quantity” cannot be lesser than sum of all the quantity in the “Receipt Acknowledgement” which is freezed

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

UOM

The unit of measurement of the item

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

Cost	The cost of the number of units specified in the “Per” field (Integer). Mandatory This cannot be blank for the contract type “Rate”. Cost should be a positive number
	If the contract type is “Rate” then the value specified in the “Cost” field should not exceed the previous cost specified for the BSCO
	If the contract type is “Value” and the rate control is checked to “Yes” then the cost cannot be more than BSCO cost specified earlier + BSCO cost specified earlier * rate tolerance +ve
	Press <Enter> Key
Per	The number of units for which the cost is applied (Integer)
Budget ID	Unique identifier for a particular Budget associated with the purchase of the Line Item. (Alphanumeric, 6).
	Press <Enter> Key
	Help facility available
BOM Reqd.	Use the drop down box and select “Yes” if Billing of material is required else select “no”
BOM Reference	The unique code identifying the Billing of Materials for the item to be subcontracted. The “BOM Reference” cannot be blank if “BOM Reqd” is “Yes”
	Press <Enter> Key
	Help facility available
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 “SCRS” organization unit. It also displays “Blank” and “None” option. “Blank” option is set as the default value
Warehouse Code	The code identifying the warehouse where the item needs to be shipped (Alphanumeric, 10). This should be blank if the “Blanket Subcontract type” is “Service”, schedule type is “Staggered” and if the “Adhoc Class” is other than “None”. This cannot be blank for blanket subcontract type other then “Service”. The warehouse entered must be defined in any of the GR OUS mapped to the “SCRS” component if the code is in “Active” status.
	Help facility available
Schedule Type	Use the drop-down list box to select the schedule type of the item in the SCRS
	Single – If all the items needs to delivered in the batch on the same date
	Staggered – If the items can be segregated into various batches and can be delivered on different dates
Need Date	The date on which the items needs to be delivered (Date Format). This should not be blank if the schedule type is “Single”. This should be blank if the schedule type is “Staggered”. The “Need Date” should be greater than the “SCRS” date
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 SCRS Login OU.
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 SCRS refers (Integer)

The system displays the following information “SC Item Details”

Drawing Revision No	The unique engineering drawing revision number of the item
Basic Value	The basic value of the line item
	Basic Value = Cost /Per * Quantity
Total Value	This value is displayed when the “Create Blanket SCO” or “Approve Blanket SCO” pushbutton is pressed. This is the sum of the basic value of the line item and the TCD amount to be included in the cost of the line item.
	Total value = Basic Value (Line item) + TCD Value payable to document supplier
Adhoc Item Class	The item class of the non-codified item
Rate Tolerance +ve	The acceptable percentage of increase in the price of item.

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

Remarks

Remarks if any, pertaining to the item in the SCRS. (Alphanumeric, 256). This cannot be blank if the document is planned to be returned

Note: Atleast one item code-variant combination or Item description has to be entered in the Multiline.

The system displays the following information in the “SC Item Details” multiline:

WBS ID.	A unique code identifying the work breakdown structure of the item.
Task Code	The task code mapped to the subcontract release slip.
Task Desc.	The detailed description of the task code.

Check the box in the “Select” column of the multiline, to select the BSCO line items to be added to the SCRS

Click the “Approve SC Release Slip” pushbutton to edit and approve the subcontract release slip for further transactions on the document

If all the mandatory information has been entered and validated the status of the subcontract release slip is set to "Open" upon creation of the document

An auto invoice is generated for the total value of those line items with two-way matching type and if auto invoicing is set to “Yes”

Click the “Return SC Release Slip” pushbutton to save the modification made to the subcontract release slip

The status of the SC release slip is set to “Returned”

Click the "Print" pushbutton to print the Subcontract Release Document

The system displays the following fields:

Created By	The login ID of the person who created the subcontract release slip
Created Date	The date on which the subcontract release slip was created
Last Modified By	The login ID of the person who last modified the subcontract release slip
Last Modified Date	The date on which the subcontract release slip was last modified

To proceed, carry out the following

Select the “Item” at the bottom of the page to view the details of the item selected in the multiline

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

Select the “Specify Issue List” at the bottom of the page to specify the list of items to be issued to the supplier

Select the “Specify Inclusion/Exclusion List” at the bottom of the page to specify the items that are included and excluded for issue for the line items in the subcontract release slip

Select the “Specify Schedule and Distribution” at the bottom of the page to specify schedule and distribution details for the items in the subcontract release slip

Select the “Specify Terms and Condition” at the bottom of the page to specify the terms and condition pertaining to the subcontract release slip

Select the “Specify TCD Details” at the bottom of the page to specify the tax, charges and discount applicable on the line items and entire document of subcontract release slip

Select the “Tax Calculation - Summary” at the bottom of the page to specify the tax details for the subcontract release slip

Select the “Specify Quality Attributes” at the bottom of the page to specify quality specification for the line items in the subcontract release slip

Select the “Specify SC Release Slip-SCR Coverage” at the bottom of the page to specify the coverage done by the subcontract release slip against the subcontract request,

Select the “Attach Notes” at the bottom of the page to attach additional information to the subcontract release slip

Select the “Supplier” at the bottom of the page to view the supplier details of the subcontract release slip
Select the “Warehouse” at the bottom of the page to view the warehouse details of the item selected in the multiline.
Select the "Operational Checklist" link to record the check list required for the subcontract release slip.