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New Subcontractor Order

Through this form, it is possible to manually create a new Subcontractor or modify existing ones.

The form opens via the path Subcontractor > Subcontractor Order > New Subcontractor Order or through the New button located in the Subcontractor Order Search Form.

1. Mandatory data​

The application requires the user to enter the Supplier who is the header of the order, using the appropriate accounts help. Automatically, the current Year, Number, Date, and Document type (suggested to be the same as that entered in the Subcontractor Parameters), which can be modified by the user.

2. Header​

After selecting the mandatory data in the upper section, the user can continue entering the following data manually or with the field help, or based on the data entered in the subcontractor registry, the application will fill in the fields automatically.

2.1 Supplier data​

By entering the Supplier, all specific data of the Header tab will be proposed (proposti) automatically, according to the data previously set in the supplier registry in the fields corresponding to its address and in the sections (sezioni):

2.2 Payments​

The Payment Terms are automatically reported from the Subcontractor registry > Payments tab and can be modified/deleted by the user.

Specific button

Delete Payments: used to delete the selected payment lines.

2.3 Discounts​

Only the predefined discounts taken from the Subcontractor registry > Discounts tab are proposed and can be modified/deleted by the user.

The discounts proposed in the header of the document are reflected in each new item line inserted in the document.
If a new discount is entered in the header after entering the item lines, it will not be replicated in the item lines already inserted.

Specific button:

Delete discounts: used to delete the selected discount lines.

3. Items​

The form consists of a grid, within which the user can manually enter the products requested from the subcontractor. It is possible to enter coded items and notes.

It is already filled in if the order comes from General Schedule or MRP Processing, still leaving the user the option to modify it and/or add additional materials to the list of components of the planned order. It is noteworthy that if the planned order is for purchasing, the Materials tab is inactive.

3.1 Item Data​

In this tab, the information related to the selected line in the items grid is displayed, including:

Working flow: in this field, the flag from the article’s MRP parameters called Working flow is taken;
Quantity to be prod.: quantity of the initial order communicated to the subcontractor;
Qty. already returned: total quantity received and processed;
Expected date back: date of arrival of processed goods;
Working note: managed by the user. It can be parameterized, and sensitive system data can be reported, for example, the description of the work phase that generated the processing requirement;
Phase: double-clicking opens a help on processing phases from which the related phase and sub-phase can be selected, and then the selected material can be assigned to a specific processing phase of the item;
Warehouse: destination warehouse for the processed product;
Weights: total Net Weight and Gross Weight of the item lines are reported. The weights from the item registry are multiplied by the line quantity.

3. Materials​

The form consists of two grids that display the materials to be sent to the subcontractor for processing and the materials that will be used upon the return of the processed product. It is possible to insert coded items, non-coded items, and notes.

The materials sent and used can be managed by the operator, and in this case, it is necessary to enter the quantity, the possible processing price, the expected return date, and the material usage date. These data are already populated if the order originates from General Schedule or MRP Processing.

3.1 Materials to be delivered​

Item code: indicates the material to be delivered for processing;

Note

In cases where the work order is generated by the release of a Subcontracted planned order or a Production planned order with one or more external phases, the materials to deliver will not be displayed if: the MRP Parameters for the item do not exist, or the Consider on Subcontractor flag is not enabled in the MRP Parameters, or if the Pickup type in the MRP Parameters is Automatic, or if in the MRP Parameters the Pickup type is With List and the WIP flag is not enabled.

3.2 Materials to be used​

Item code: indicates the material to be used upon the return of the processed product;
Unit Usage: quantity to be used for each unit of the processed product's return, in case of automatic scheduling of bills of materials; this data is populated by the system;
Total Usage: total quantity to be used for complete processing in case of automatic scheduling of bills of materials; this data is populated by the system;
% scrap: quantity to be used in excess that results in scrap;
Expected Commitment Date: based on this date, the system plans the availability of the requirement.

4. Summaries​

In the Summaries, the main information of the entire document is presented.

Final Item Discounts​

The final discounts applied at the level of each individual item are distributed (or "spread") across each item line of the document. This means that the discount amount is proportionally divided among all the items present in the document, and the corresponding discount will be visible in the Items tab for each individual line.

  • Type/Description of discount: allows you to choose the types of discounts (preset in Discount Types), assigning the type the priority for discount application and whether the discount is calculated on the taxable amount or cascaded from previously applied discounts.
  • Priority: represents the priority of discount application; the ordering to be applied occurs in ascending order.
  • Cascade/Amount: to define whether the calculation of the discount uses as taxable the (price * quantity) - (discounts already calculated) or (price * quantity).
  • Value: numerical value of the final discount to be applied.

3.2 Expenses​

Expenses entered in the contact register are proposed in the Charges/Discounts tab. In this grid, any expenses should be entered as positive, and any discounts as negative.

These elements are applied to the totality of the document and are not distributed among the article lines. They may include additional costs, global discounts, or surcharges applied to the entire document. If set in the item registry, they are automatically proposed at the time of document creation.

  • Type/Description: allows you to choose the types of expense (predefined in the table Expense Types), assigning a percentage of the expense to apply to the type.
  • Charge amount: indicates the value of the expense expressed in the currency of the document.
  • VAT: indicates the VAT rate to be applied to the entered expenses.
  • Percentage/Value: indicates whether to calculate expenses with a percentage or with a predefined monetary value. By selecting Value, the expense amount should be entered under the corresponding heading.
  • Percent Completed: numeric value of the expense percentage.

3.3 Document Totals​

Items gross amount: represents the sum of the values of all items;
On-account: represents the value of any deposit received for the document;
Amount giveaway: represents the amount of gift items entered in the Items tab;
Total discounts applied: represents the total value of discounts applied to the items, but excluding final discounts;
Items net amount: Items gross amount – Total discounts applied;
Total final discounts: represents the value of final discounts expressed as a percentage of the gross amount of items;
Net amount of final discounts: Items net amount - Total final discounts;
Collection charges: represents the sum of the collection fees entered in the Charges grid;
Stamp charges: represents the sum of the stamp duties entered in the Charges grid;
Origin amount: Items net amount – Final discounts + Total undocumented expenses + Total documented expenses;
VAT: represents the sum of the values contained in the VAT summaries;
Total: Origin amount + VAT.