Approve Subcontract Request

This page allows you to approve the subcontract request document. The Approval limit for the login user also is displayed in this screen. The system allows you to modify the subcontract request details. The Default entries group box can be used to default certain fields with values supplied in this information tab. The Item details multiline lists the line number and the associated item details. You can approve the document or you can modify the fields if the fields appear as editable fields. The “Approve Subcontract Request” push button is accessed to approve the subcontract request document. The “Return Subcontract Request” push button is accessed to return the subcontract request document without approving.

Select the “Approve Subcontract Request” link at the top of the “Select Subcontract Request” page.

The “Approve Subcontract Request” page appears.

The System displays the status of the Subcontract Request

The system displays the approval amount limit in the transaction currency.

The system displays the following in the “Subcontract Request Details” group box

SCR No.

The Unique code identifying the SCR.

Enter the following if required:

SCR Date	The date on which the subcontract request was created.
Type	The type of Subcontract Request is displayed in this field, which can be “Service” or “Conversion”.
Requester ID	The Unique identification number of the requester who wants certain items to be subcontracted.
Mode	The Mode of the SCR is displayed which can be “Normal” or “Express”.

The system displays the following:

SCR Value	The sum of all the line items total value is displayed in this field.
Origin	The origin of the subcontract Request is displayed.

Enter the following:

Folder	The folder in which the SCR related documents are present are displayed.
Quotation Needed	This box appears checked or unchecked if quotation are expected or unexpected from the subcontractor.
Order At	The name of the OU in which the order is placed is displayed.
Receipt At	The OU in which the items after subcontracting are received is displayed.
Hold	The Date in which the approval of the SCR document was made.

The system displays the following:

Remarks

Any remarks or additional information pertaining to the subcontract Request document is displayed.

Enter the following:

Approval Date	The Date in which the approval was made.
Authorization Remarks	The remarks regarding the authorization can be entered in this field.
Reason for Return	The reason for returning the document without approving it is mentioned. Helps the requestor modify the request as required.

Enter the following in the “Default Entries” group box:

Budget ID	Identification number of the budget related details.
	Help Facility Available
Need Date	The date on which the customer requires the items. (Date Format). The “Need Date” should be greater than equal to the “SCR Date” and same as or before the Approval Date.
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 is populated with all the finance books that are mapped to the Receipt OUs that are mapped to the SCR Login OU.
CC Usage	Use the drop-down list box to specify the Cost Center Usage, which is an additional parameter to identify the cost center through the “Cost Rule Definition” component in Finance. The CC usage needs to be specified wherever you want to move an item to a Cost Center instead of a warehouse for e.g. 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 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 mapped to the receipt OUs mapped to the login OU. “Blank” is set as the default value. This cannot be “Blank” if “Adhoc Item Class” has any value other than “None”.
Analysis Code	The Code or identification number assigned for the analysis done to the items. (Alphanumeric, 5).
	Help Facility Available
Sub Analysis Code	The unique code identifying the sub category within the analysis code (Alphanumeric, 5).

Click the “Default” push button to populate the fields in the multiline with the values given in the “Default Entries” information tab.

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

Line No.

The Unique identification number of the line associated with the item.

Enter the following:

Item Code	Code or identification number of the item. (Alphanumeric, 32). The Item Code cannot be blank if “Adhoc Item Class” is “None”
	Help Facility Available
Variant	The name of the variant associated with the item (Alphanumeric, 8).
Description	The description of the item and the variant. (Alphanumeric, 150).
BOM Reqd	Use the drop down box and select “Yes” if Bill Of Material (BOM) 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”
	Help Facility Available

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

Required Quantity

The quantity of item required by the customer.

Enter the following:

Authorized Quantity	The quantity of item authorized by the customer (Numeric). This cannot be blank and it should not be less than or equal to zero for a particular item.
UOM	The Unit Of Measure of the items supplied by the supplier. The “UOM” cannot be let unselected for a given row if “Item”, “Variant” or “Description” is specified.
	Help Facility Available
Cost	The unit cost of the item (Numeric). This cannot be blank or less than or equal to zero.
Per	The number of items, which form a unit (Numeric). 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.
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 ‘SCR Date”. This should not be blank for “Single” schedule type. This should be blank for “Staggered” schedule type
Budget ID	A unique code identifying the budget under in which the item falls (Alphanumeric, 6)
	Help Facility Available
Warehouse	The code identifying the warehouse where the item needs to be shipped (Alphanumeric, 10). This should be blank if the “Subcontract type” is “Service”, if schedule type is “Staggered”, and if the “Adhoc Class” is other than “None”. This cannot be blank for subcontract type other than “Service”.
	Help Facility Available

The system displays the following:

Supplier Code	Code or identification number of the supplier. This appears as a hyperlink and can be accessed to view the supplier related details.
Name	Name of the supplier associated with the supplier code.

Enter the following:

Preferred Supplier Code	Code or identifier of the supplier who is categorized as a preferred supplier.
	Help Facility Available

The system displays the following:

Preferred Supplier’s Name	Name of the preferred supplier associated with the code.
Drg Revision No	The Identification number of the revisions done to the engineering drawing.

Enter the following:

Ref. Doc. Type	Use the drop-down list box to select the type of the reference document.
Ref. Doc. No.	The Unique code identifying the reference document. (Alphanumeric, 20)
Ref. Doc. Line No.	The Unique identification number of the line, which represents an item in the reference document.
Adhoc Item Class	Use the drop down list box to select the unplanned item class if any exists for the item.

The system displays the following:

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

Click the “Approve SCR” push button to approve the SCR document.

Click the “Return SCR” push button to return the SCR document without approving.

The system displays the following:

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

To proceed, carry out the following

Select the “View Item Details” link at the bottom of the page to view the item details.

Select the “View BOM Details” link at the bottom of the page to view the Bill Of Materials for the items.

Select the “View Budget Details” link at the bottom of the page to view the budget oriented details.

Select the “View Warehouse Details” link at the bottom of the page to view the warehouse related details.

Select the “View Preferred Supplier Details” link at the bottom of the page to view preferred supplier details.

Select the “Specify Schedule & Usage Details” link at the bottom of the page to specify the schedule and usage details for the SCR.

Select the “Specify Receipt List” link at the bottom of the page to specify the receipt details for the items.

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 Quality Attributes ” link at the bottom of the page to specify quality Attributes

Select the “Attach notes ” link at the bottom of the page to attach a note to the Subcontract Request document.

Select the “View Earliest Available Date Details ” link at the bottom of the page to view the date in which the items will be available after production.

Select the “View Disposition Review Details ” link at the bottom of the page to view the details of the nature of the items.

Select the “View Free Stock Review Details ” link at the bottom of the page to view the details of the stock that is available as free stock.

Select the “View Stock Status Details ” link at the bottom of the page to view the status of the stock.

Select the “View Warehouse Stock Status Details ” link at the bottom of the page to view the stock of the items stored in the warehouse.
Select the "Operational Checklist" link to record the check list required for subcontract request.