Specifying Inclusion/Exclusion for items

Specify Inclusion / Exclusion List

This page allows you to specify the list of items that will be issued or will not be issued to the subcontractor. Tell me more

Select the “Specify Inclusion/Exclusion” link at the bottom of the “Edit SC Release Slip” page

The “Specify Inclusion / Exclusion List” page appears.

The system displays the following in the header

Status

The status of the SCRS

The system displays the following details in the header

SC Release Slip No.	A unique code identifying the SCRS(SCRS)
Amendment No.	A unique code identifying the amendment done to the SCRS.

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

Line No.

Use the drop-down list box to select the line number of the item in the SCRS document. The drop-down lists all the line numbers in the SCRS. The lowest of all the SCRS line numbers is set as the default value

The System displays the following fields in the “Item Details” group box

Item Code	The unique code identifying the line item in the SCRS
Variant Code	The variant of the item
Desc.	The textual description of the item
	Zoom facility available
Qty.	The number of units of the line item requested in the SCRS
UOM	The unit of measurement

Enter the following in the “Inclusion / Exclusion List” multiline

List Type	Use the drop down list box to select whether the item or item group specified is to be included or excluded in the list of items to be issued to the subcontractor.
	Include – Indicates that the item or group of item is included in the list of items to be issued to the supplier
	Exclude - Indicates that the item or group of item is excluded in the list of items to be issued to the supplier
Item/Group Level	Use the drop down list box to select whether the inclusion or exclusion is to be done at the item level or group level. The options available in the list box are as follows
	Item level - Indicates that an individual item is to be included or excluded n the list of items to be issued
	Group level – Indicates that a group of items are to be included or excluded in the list of items to be issued
Item Code	The unique code identifying the item to be included or excluded for issue to the supplier (Alphanumeric, 10).
	Press <Enter> Key
	Help facility available
Item Group Code	The unique code identifying the item group to be included or excluded for issue to the supplier (Alphanumeric, 10)
	Press <Enter> Key
	Help facility available
Variant	The variant of the item of item group be included or excluded in the list of items to be issued (Alphanumeric, 8)

Note: In a row atleast the “Item Code” or “Item Group Code” must be entered

The same item or item group cannot be specified both as inclusion and exclusion item for a line item

The system displays the following field in the “Inclusion / Exclusion” multiline

Desc.

The textual description of the item or item group to be included or excluded in the list of items to be issued to the supplier.

Check the box in the “Select” column of the multiline to be saved to the SCRS

Click the “Specify Inclusion / Exclusion List” pushbutton

The list of items to be included or excluded in the list of items to be issued are saved with SCRS

Click the “Approve SC Release Slip” pushbutton to save the inclusion and exclusion details and approve the SCRS for further approval

The list of items to be included or excluded in the list of items to be issued are saved with SCRS

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”

To proceed, carry out the following

Select the “Item Details” link at the bottom of the page to view the details of the item
Select the “Specify Schedule and Distribution” at the bottom of the page to specify schedule and distribution details for the items in the SCRS

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

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 SCRS

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

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

Specify Inclusion/Exclusion for items - An Overview

This is normally specified when company is not sure of the exact requirements of the constituent parts of the item but is broadly aware of the item or item groups that the company can or cannot provide to the subcontractor for every line item in the Subcontract Release Slip (SCRS). This normally the situation when a proper ScBOM is not available for the line item.

The system displays the SCRS details like the unique code identifying the SCRS , amendment number. On giving the SCRS line number, the system displays all the item details such as the item code, variant of the item, description of the item, the quantity of item requested from the supplier, the unit of measurement of the item in which it is subcontracted.

The item or item group to be included or excluded in the issue list can be provided in the multiline. You can approve the SCRS in this page for further processing by clicking the “Approve” pushbutton