Creating subcontractor orders received

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To create a subcontractor order received:

1. Go to Sales; then, under Subcontracting services provided, click Subcontractor orders received and click Create.
2. Specify general details of the subcontractor order received:
   • Specify Customer.
   • Set Lifecycle status to In progress.
     Note. Do this only if you expect to post the subcontractor order received and generate other documents from it soon. Otherwise (for example, if you create an early draft of an order for future use) set Lifecycle status to Open.
   • Fill in the remaining fields as necessary.
3. On the Finished products tab, specify finished products that you will manufacture for the customer:
   • To select products from the Products catalog, click Select.
   • To add products manually, click Add.
   • To find products by barcode, click .

   Note. Make sure that Bill of materials is specified for each finished product. If you do not specify a bill of materials, this might result in incorrect processing of production orders arising from this subcontractor order received.

4. On the Components tab, specify components that you will receive from the customer:
   • To fill in components automatically from a bill of materials, click Fill from BOM.
     This option is only available if you specified a bill of materials for at least one product on the Products tab.
   • To select components from the Products catalog, click Select.
   • To add components manually, click Add.
   • To find components by barcode, click .
5. (Optional) On the Payment terms tab, specify payment terms that apply to the order:
   1. Select the Set payment terms checkbox.
   2. Do one of the following:
      • To add a single payment, select Once-off payment and specify the payment method and due date.
      • To add payment by installments, select Installments and specify the payment method and installment details.
   3. If the payment method is Cash or Electronic, specify the settlement account.
6. (Optional) On the Additional information tab, specify additional information.
7. Click Post and close.

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