Set up and Process a Subcontracting Operation

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In this article, we take you through the steps to use the Contoso Coffee demo data in subcontracting.

Scenario

You are the production planner at Contoso Coffee. Due to capacity constraints, you plan to use a subcontractor to produce the item SP-SCM1009, Airpot.

Here, you create a new released production order for 12 units of item SP-SCM1009, Airpot, using Routing - SP-SCM1009-SUB-2. Use the subcontracting worksheet to generate a purchase order for the production, and then finish the operation by receiving and invoicing the purchase order.

Steps

  1. Create a new released production order for 12 units of item SP-SCM1009, Airpot.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Released Production Order, and then choose the related link.

    2. Choose the New action, and then fill in the fields as described in the following table.

      Field Value
      Source Type Item
      Source No. SP-SCM1009
      Quantity 100

    3. Choose the Refresh Production Order action.

  2. Replace the routing to SP-SCM1009-SUB-2 in the production order line, and then refresh the production order but for routing only.

    1. Add Production Routing No field to the Lines in the Released Production Order.

    2. Change the Routing No. field from SP-SCM1009-SERIAL to SP-SCM1009-SUB-2.

    3. Choose the Refresh Production Order action.

    4. On the Refresh Production Order request page, clear the Lines and Component Need fields so that the task will run for Routing only, and then choose the OK button.

  3. Use the subcontracting worksheet to generate a purchase order for the subcontracted operation on the production order that you created in step 2.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter subcontracting worksheets, and then choose the related link.

    2. Choose the Calculate Subcontracts action.

    3. Select the Accept Action Message field for the new line.

    4. Choose the Carry Out Action Message action.

    5. On the Carry Out Action Msg. – Req. request page, accept all default values, and then choose the OK button.

    6. When the batch job finishes, choose the OK button to close the subcontracting worksheet.

  4. Receive and invoice the purchase order.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter purchase orders, and then choose the related link.

    2. On the Purchase Orders list, find the purchase order from the vendor 82000 Subcontractor.

    3. In the Vendor Invoice No. field, enter 542349.

    4. On the Lines FastTab, select the line, and then set the Direct Cost field to 18.

    5. Choose the Post action.

    6. On the request message, choose the Receive and Invoice option.

The output of item SP-SCM1009 Airpot is now registered.

See also

Introduction to Contoso Coffee Demo Data