Raise Orders

Purchase Orders for subcontract operations on a Works Order can also be managed from within the Works Order itself.

Raising orders for a subcontract operation creates a linked order in Purchase Order Processing, which can then be authorised, printed and received like other Purchase Orders.

From the Subcontracting tab, orders can be raised, work in progress and free-issue materials despatched, and completed work received back in.

Once Purchase Orders have been raised they are listed in the Subcontracting tab, making it easy to track their progress.

To Create new Subcontract Purchase Orders

Open: Cim200 Works Orders > Works Orders > Enter New Works Order | Subcontracting
Open: Cim200 Works Orders > Works Orders > Amend Works Order | Subcontracting
Open: Cim200 Works Orders > Works Orders > Amend Works Order (Elevated Privileges) | Subcontracting
Open: Cim200 Works Orders > Enquiries > View Works Order | Subcontracting

Note: The View Works Order option allows you to view the orders but not amend them.

  • Click on Raise Orders to raise new Purchase Orders for any subcontract operations.
  • All subcontract operations not yet ordered will be listed

Or

Open: Cim200 Works Orders > Subcontracting > Subcontracting List

 

Select Raise Purchase Orders.

 

Tickbox : Select the line(s) that you want to raise Purchase Orders for.

Seq : The sequence number of the subcontract operation.

Op. Reference : The reference of the subcontract operation.

Op. Description : The description of the subcontract operation.

Supplier : The account reference of the supplier to order from. The account will default to the preferred supplier set on the subcontract operation, but it can be changed either to an alternate supplier setup on the operation, or any supplier account. Click on the Supplier account code to select a different supplier.

Name : The Supplier name for the selected supplier.

Order Ref. : The internal reference for the order.

Order Details : The details of the order. These details will be copied to the Purchase Order line, to give the subcontractor details of the work required.

Required : The quantity of the operation required. This quantity will match the Works Order quantity.

Ordered : The quantity already ordered from the subcontractor.

Completed : The quantity already completed and received from the subcontractor.

To Order : The quantity remaining to order from the subcontractor.

Unit Price : The unit price to use when creating a new Purchase Order to the contractor. The price defaults from the price breaks setup on the operation but can be changed.

Line Value : The total net value of the Purchase Order line to be raised, calculated from To Order Qty multiplied by Unit Price.

Order Date : The date to be used as the Document Date on the Purchase Order when it is generated. The default date is calculated from operation Due Date and Lead Time, but can be changed.

Due Date : The date to be used as the Requested date on the Purchase Order line when it is generated. The default date is taken from the operation Due Date.

Off Site : The number of hours the materials will be offsite, calculated from the subcontract operation details on the Works Order.

 

  • Click on Raise Order(s) to raise new Purchase Orders for any lines which are ticked and have a To Order Qty.
  • A pop up will advise details of the Purchase Order(s) that have been created. To view each order, click on an order line and select View Order.