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Use this form to view the status and details of all planned and started outsourced work. The form includes information about the vendor, the production, the item or items involved, the inventory, and the quantity outsourced.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

View a list of all planned and started outsourced jobs.

Verify the status of item quantities that have been outsourced to subcontractors.

Verify the identification, quantity, and price figures on the purchase order for the selected outsourced job.

Dimension tab

View or define the dimensions, such as department, cost center and purpose for the selected item.

Buttons

Button

Description

Open the and the forms to update the production order.

Open the following submenu items:

  • View data on the planned production route for the current transaction.

  • View details about the selected outsourced job, including additional data on production and BOM lines.

View the inventory details on the selected outsourced job. Select from the following options in the drop-down menu:

  • - View inventory transactions, shown as receipt or issue transactions.

  • - Query receipt and issue transactions for the same lot number. These are transactions that are attached to the same sales order, purchase order, production order, or project.

Fields

Field

Description

Displays the production number of the production to which the bill of materials line belongs.

Defines where this item is used in the production sequence. If you do not define the on the bill of materials line, the item is pushed to the first operation to be executed after the Production route (form).

The reference type indicates the relation to other modules. Together with the and the , the field contains the complete reference to the object referred to by the production line.

The following options exist:

For example, the reference to a purchase line is structured so that the reference type is purchase, the reference number is the purchase number of the current purchase, and the reference lot is the lot number of a specific purchase line in the current purchase. If the line in the production BOM generated a purchase, you will see the reference to that purchase directly from the reference generated.

If the field is blank, there are no attachments to objects in other modules. Changes to the field are not permitted.

The reference number displays any references to sales, purchases, production or production lines. The field depends on the .

Together with the and the , the field contains the complete reference to the object referred to by the production line.

For example, the reference to a purchase line is structured so that the reference type is purchase, the reference number is the purchase number of the current purchase, and the reference lot is the lot number of a specific purchase line in the current purchase. If the line in the production BOM generates a purchase, you will see the reference to that purchase directly from the reference generated.

If the field is blank, there are no attachments to objects in other modules. Changes to the field are not permitted.

For lines with a , define a vendor number that purchase orders should be created for. If you leave this field blank, the vendor will be obtained through the work center on the attached operation. For more information about how to create purchases, see the Purchase orders (form).

Specify in this field the unique identification of the item to be consumed in the production. The item number must already exist in the items table, and the can be , , or .

You can select item numbers from the list of existing item numbers. You can also enter the item number manually, in which case the system verifies that the item number exists in the items table. At the same time, you can fill in the field. The same item number can figure in the production's BOM several times. For more information about the items table, see the Item (form).

The estimated quantity or volume of the item that will be used in the production. Indicate in the dialog box whether the consumption is variable or constant.

The calculation is as follows:

  • Variable consumption – Estimated quantity/volume = quantity in the production order * quantity in the BOM.

  • Constant consumption – Estimated quantity/volume = quantity in the BOM.

When you calculate consumption you must also include variable or constant removal scrap. For a detailed description of how to calculate removal scrap, see the and boxes. Similarly, any error percentage specified in the production route will also be calculated in the consumption.

Displays the consumption that must be released to production in the bill of materials unit for the estimated quantity in the Release occurs with start or reporting as finished when you use a release journal.

Displays the quantity of items in the bill of materials unit released to production The bill of materials unit can be recalculated to the inventory unit. For more information about recalculation, see Unit conversion (form).

Displays the consumption that is released to the production in the bill of materials unit but is not yet included in the cost accounting.

Specifies the unit in which consumption is expressed. The unit ID is retrieved from the field in the Itemstable.

Specify here the planned date for material consumption.

The purchase number the line is attached to.

Type the item number or select it in the field.

The vendor group.

The vendor account number.

The external item number specifies the vendor's item number for the inventory item. If you have set the parameter in the form, you can print the vendor's item number on the purchase order instead of your own inventory item number. The external item number is automatically copied from the field in the table, if an agreement has been set up.

The purchase unit is the unit in which the item is purchased. The unit measurement cannot be changed when the purchase order has been used in one or more transactions.

There is a close relationship between the purchase unit and the inventory unit. For example, the item might be purchased in kilos and stocked in grams. The purchase unit reflects the vendor's sales unit (see the description of the field). Set up the actual conversion of the various units in the dialog box.

The quantity of the item in its purchase unit. If the standard purchase quantity has been specified in the Items table, this quantity will be filled in automatically. You can also specify a minimum and maximum purchase quantity in the form. If the quantity entered does not fall within the specified limits, you receive a warning message before the quantity is approved.

The status type indicates how far the purchase line has progressed along its life cycle.

The options are:

  • When the purchase line is created, the status is . Even if a partial delivery is subsequently made on the order, the status type will continue to be .

  • If the balance of the purchase line is delivered so that no backorder remains, the status changes to , which means that the order line has been received in full.

  • Only when the invoice has been updated for the entire order line, the status changes to

If you explode a bill of materials (BOM) item, the BOM components are listed in the order lines. The line status of the BOM item is set to , and the components are set to . If you close an order line in the posting form, the line status is set to .

The expected date for delivery of the item. The default value of the field is the date from the field for the purchase order header when you enter the purchase lines manually. You can change the date manually.

You can complete the confirmed delivery date manually. Use this field if you want to retain information about the original delivery date. This field enables you to compare statistics between the expected delivery date, the confirmed delivery date, and the actual delivery date. The date is automatically copied to the date field.

You can transfer a proposal for the production cost of the item from the field in the form. The cost is either a fixed production cost or the last entered production cost for the item. Alternatively, you can retrieve the price from the Price and Discount system if specific agreements have been set up for the item in question. To do this, the trade agreements must be activated. For more information, see the form.

The price unit specifies the quantity of the item that the purchase price covers. This field gives you the option of pricing items that are not purchased per unit, but in larger units—for example, 1 pack of 100 units for 24.75. When the invoice for the purchase line is updated, the item receipt is posted in inventory with the value per unit. If the standard price unit of the item is other than 1, you can specify the unit in the field in the Price and Discounttable. For more information about how is used to calculate the line amount, see the field.

The purchase miscellaneous charge is calculated as a charge that is independent of the quantity on the purchase line. When you create the purchase line, a default value is retrieved from the field in the form. The charge might, for example, be a special item-dependent service charge. For further information about how the field is used in calculating the line amount, see the field.

A line discount amount can be entered. This is calculated as a discount per price unit. The amount can also be generated from the line discount agreements set up in the trade agreements. To do this, the trade agreements must be activated (see the ). However, the calculation of the line discount depends on whether a multiline discount or a combination of a line discount, and a multiline discount, is to be calculated instead. For the possible discount combinations on the purchase lines, see the field in the form.

A line discount percentage can be typed in, or you can generate it from the line discount agreements created in the trade agreements. To do this, the trade agreements must be activated. For more information, see the form. The line discount is calculated from the entire line amount, after deducting the discount amount and adding the . See also calculation of the line amount in the field. When the invoice is updated for the purchase, the discount will be posted to the discount accounts as defined in the form.

The line amount is an expression of the total price of the purchase line after deduction of discounts and the addition of various expenses (purchase miscellaneous charges). The line amount is calculated as follows: quantity * (unit price - line discount amount)/price unit) + (purchase miscellaneous charges) * (100 - discount %).

Select an item configuration to specify an item with specific attributes.

Specifies the size of the item

Specifies the color of the item.

Enter the warehouse in which you will store your items.

Enter the batch number dimension. If you select and in the upper section of the or form, you can change the batch number for the transfer order line.

Location inside a warehouse. If you select and in the upper section of the or form, you can change the location number for the transfer order line.

The unique ID for the pallet (Serial Shipping Container Code).

The serial number dimension. If you select and in the upper section of the or form, you can change the serial number for the transfer order line.

See Also