Create Subcontract Request

Creating Subcontract Request

This page allows you to create a Subcontract Request. Tell me more

Select the “Create Subcontract Request” link under the “Subcontract Request” business component.

The “Create Subcontract Request” page appears.

The System displays the status of the SCR.

Enter the following fields in the “Subcontract Request Details” Group box

SCR No.

A unique code identifying the Subcontract Request. (Alphanumeric, 18) Mandatory.

Note: The “SCR No.” should not be blank if the “Numbering Series” is set to “Manual”

SCR Date

The Date in which the SCR was created. (Date Format). Mandatory.

Note: if “SCR Date” is blank then system date is taken as the default “SCR Date”. The “SCR Date” should not be greater the “System Date”

Numbering Series	Use the drop down list to select the numbering series for generating the SCR number If you select the “Manual” option, you have to enter the SCR No. in the “SCR No.” field. If set as any other predefined series, the system would generate the unique Subcontract Request number.
Type		Use the drop-down list box to select the type of SCR.
		Service - This involves the process of servicing a particular item or rendering some services to the organization. The difference in the service item procurement is that for subcontracting there is some item issue that happens. When this type is selected, the warehouse code should not be specified as service items are non stockable.
		Conversion - This involves the process where an item is processed by the subcontractor to arrive at a new item
Mode		Use the drop down list to select “Normal” or “Express”. Mode indicates the urgency of the requirement and is also an indicator that the document must be approved on priority.
		Normal – The SCR goes through all the phases of being converted to an Order (SCO).
		Express – The SCR after approval is converted to an SCO without passing through further phases like Quotation.

The System displays the following:

SCR Value

The value of the Subcontract Request document is displayed.

Ø Enter the following:

Requester ID	The Unique identification number of the requestor who wants certain items to be subcontracted.
Folder	Use the drop-down list box to select the folder in which the SCR related documents are present. The default value specified in the “SCR folder” class code in the “Type Setup” component is set as the default value for the “Folder” drop-down list.
Quotation Needed	Check the box if quotation is expected from the subcontractor.
Order At	Use the drop down list box to select the name of the OU in which the order is placed.
Receipt At	Use the drop down list box to select the name of the OU, where the goods are delivered.
Hold	This check box can be checked if the SCR needs to be put on hold without further processing or approval.
Approval Date	The Date, on which the approval of the document was made, is specified.

The System displays the following:

Origin

The application from which the document originates is specified. For example Origin can be “Purchase”, “Inventory”, Manual

Enter the following:

Remarks

Additional information regarding the SCR

Enter the following in the “Default Entries” group box. The values entered in the following fields will be defaulted to all the line items in the multiline.

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.
	Help Facility Available
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 analysis code mapped to the Account code identified by the Account Rule Definition/ Account Usage. It is used for analysis purposes. (Alphanumeric, 5).
	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.

Enter the following fields in the “Item Details” multiline:

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

Modify the following fields which are defaulted when the item code is entered:

Variant Code	The name of the variant associated with the item (Alphanumeric, 8).
Description	The description of the item and the item- variant. This will be fetched if help on item code is taken. In case of Adhoc Item, only the Description is specified without Item Code & Variant. (Alphanumeric, 150).

Enter the following fields:

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
Quantity	The quantity of item required by the you (Numeric). This cannot be blank and it should not be less than or equal to zero for a particular item.
UOM	The unit of measurement of the items you want. The “UOM” cannot be left unspecified 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, for which the cost is specified (Numeric). This cannot be blank or less than or equal to zero for given row if “Item”, “Variant” or “Description” is specified.
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 on a given need date
	Staggered – Indicates that the supplier can divide the into part deliveries
Need Date	The date on which you want the items (Date Format). The “Need Date” should be greater than equal to 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 being subcontracted falls. (Alphanumeric, 6)
	Help Facility Available
Warehouse	The code identifying the warehouse where the item needs to be stored after receipt from supplier (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 information

Supplier Code	Code or identification number of the supplier.
Name	Name of the supplier associated with the supplier code.

Enter the following:

Preferred Supplier Code	Code or identifier of the supplier whom you prefer to deliver the item
	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 of the item.

Enter the following:

Ref Doc type	Use the drop-down list box to select the type of the reference document. The Reference documents can be any external document. The drop-down lists “Maintenance Plan”, “Maintenance Work order” and “All”. (Alphanumeric, 40)
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 SCR refers (Numeric)
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 and None is the default value.

Click the “Create SCR” pushbutton to create a Subcontract Request or “Create and Approve SCR” pushbutton to create as well as approve the Subcontract Request.

The system updates the status of the document to “Draft” if it is not filled with mandatory information else “Fresh” if all the mandatory information is provided. If all the mandatory information is filled and “Create and Approve” pushbutton is pressed the status becomes “Approved”.

The system displays the following fields:

Created By	The login ID of the person who created the SCR.
Created Date	The date of creation of the SCR document.

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 Material details for the items.

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 list details for the subcontract items.

Select the “Specify Issue List ” link at the bottom of the page to specify the items to be issued for the subcontract items.

Select the “Specify Inclusion/Exclusion List” at the bottom of the page to specify the items that you will necessarily provide or exclude to the subcontractor for the subcontract item.

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 “View Budget Details” link at the bottom of the page to view the budget oriented details.
Select the "Operational Checklist" link to record the check list required for subcontract request.

Create Subcontract Request – An Overview

In the subcontract request details you can enter the document’s number, date of creation, type, mode, requester id, folder, OU in which the order was placed, receiving OU, approval date and remarks. The Default entries information tab is supplied with values and can be defaulted for all the lines in the Item Details multiline. The Item Details multiline allows you to enter details pertaining to an item code. After supplying all the details, you can access the “Create Subcontract Request” push button to create the SCR. If you want to simultaneously create as well as approve, you can access the “Create And Approve Subcontract Request” pushbutton to create as well as approve. In cases where you have completed the document but still want to hold it from out for approval, then tick the hold checkbox for the same.