Creating a Subcontractor Purchase Order
Creating a subcon order follow Create Purchase Orders and Purchase Order Assistant.
Creating a works order subcon
Open the works order, select the subcon subtab all subcon requirements will be displayed in the table.
Highlight the first line to add to a purchase order.
Select the to open the Sourcing for drop down window.
Select the Source button , this will display options for the creation of the subcon order.
Select Add new PO for ######## and buy ###### items – the New Purchase Order window will open including the supplier details. Select OK to continue.
A prompt to change the status of the works order to Off Site will appear, selecting Yes will confirm the change.
The Edit line window will open containing all the information contained within the works order.
Enter the Required date, and if not already present the Unit Price. If a Minimum price has been set against the subcon record this will appear in the Min Price field. If this value is greater than the total of the subcon order, the PO will display the minimum price. Please note: PO may need adjusting if this is required, please contact Tricorn support.
Traceability
When sending components to a subcontractor, details of the materials used may need to be provided. These details will be contained against the material when the material was received.
Use the single chevron to move the detail into the lower table.
Select from Actions – Print Purchases (Subcontract) to display the subcon order and any traceability.