Create Specify Inclusion/Exclusion List

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 “Create Subcontract Request” page.

The “Specify Inclusion / Exclusion List” page appears.

The System displays the status of the document.

The system displays the following:

SCR No.

A unique code identifying the Subcontract Request

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

Line No.

Use the drop-down list box to select the line number associated with an item.

The System displays the following:

Item Code	Code or identification number of the line item.
Variant Code	The Name of the variant associated with the item code.
Desc.	The textual description of the subcontract item or the Item variant..
Required Qty.	The number of units of the line item requested in the SCR.
UOM	The unit of measurement of the Subcontract item

Enter the following in the “Issue Details” group box:

Issue From	Use the drop-down list box to select the organizational unit from where the items are issued. Mandatory.
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. Mandatory.
Warehouse Code	The code identifying the warehouse from which the items are issued. This Warehouse should be one of the valid warehouses of the Issue From OU (Alphanumeric, 10)
	Help facility available.

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

List Type	Use the drop down list box to select “Include” or “Exclude”.
	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 in 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/ Group Code	Code or identification number of the item or the group of items to be included or excluded for issuing. If the Item is chosen out of Item/group Level the validation that is carried out is for Item else it is for Item Group.(Alphanumeric, 10) Mandatory.
Variant Code	Code or identification number of the variant if an Item is specified in the list.. (Alphanumeric, 8)

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

Desc.

The textual description of the item and it’s variant or item group .

Click the “Specify Inclusion / Exclusion List” pushbutton

The system displays a success message.

The list of items to be included or excluded in the list of items to be issued to the subcontractor will be mapped to the line number specified in the SCR

Click the “Approve SCR” pushbutton

The system displays a success message

The list of items to be included or excluded in the list of items to be issued to the subcontractor will be mapped to the line number specified in the SCR.

The status of the document will be updated as “Approve” if all the mandatory values are provided.

To proceed, carry out the following

Select the “Specify Quality Attributes” link at the bottom of the page to specify the quality attributes for the subcontract items mentioned in the SCR.

Specify Inclusion/Exclusion List- An Overview

This is normally specified when organization 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 SCR.

The system displays the SCR details like the subcontract request number, and type of SCR. On giving the SCR 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 SCR in this page for further processing by clicking the “Approve” pushbutton