Raise Subcontract Purchase Orders
As well as from the Subcontracting area, Purchase Orders for subcontract operations on a Works Order can be managed from within the Works Order.
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 raise Subcontract Purchase Orders
Open: Works Orders > Subcontracting List
- In the Subcontracting List, select the operation(s) you want to order from the subcontractor.
- Select the Raise Purchase Orders button above the list view.
From the menu:
Open: Works Orders > Subcontracting > Raise Purchase Orders
The Suggested Orders area lists operation lines eligible for order.
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.
- Click Close to exit the screen.
See also
Related
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