Subcontracting services received overview

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Subcontracting is a process where a company (the subcontractor) manufactures the product for another company (the customer) from the components supplied by the customer.

1C:Drive supports two types of the subcontracting process:

Subcontracting services received, where your company is a customer.
Subcontracting services provided, where your company is a subcontractor.

This article is about Subcontracting services received.
To learn about the Subcontracting services provided process, see Subcontracting services provided overview.

In 1C:Drive, the Subcontracting services received module helps you register, monitor, manage, and analyze your subcontracting transactions.

The module offers the following benefits:

Manage subcontracting transactions.
Use subcontracting workplace.
Apply bills of materials.
Define payment terms.
Define delivery terms.
Make product reservations.
Track backorders.
Analyze subcontracting transactions.

You can also examine several illustrated examples of registering a subcontracting transaction. The example scenarios range from basic to advanced.

1C:Drive offers a variety of subcontracting documents that you can use depending on your needs:

Document	Description
Subcontractor order issued	Confirms that a subcontractor is ready to receive your components and produce goods in exchange for an agreed payment.
Replenishment order	Registers procurement of components your company intends to transfer to a subcontractor for production. Depending on a replenishment source, this document can be a purchase order, production order, or subcontracting order issued.
Goods issue	Registers physical release of components from your company's warehouse to a subcontractor for production.
Goods receipt	Registers physical receipt of goods produced by a subcontractor at your company's warehouse.
Subcontractor invoice received	Requests payment for goods produced by a subcontractor for your company.
Bank payment	Registers a money transfer from your company's bank account to a subcontractor's bank account.

These documents cover the entire process from ordering a subcontractor to manufacture goods to paying for the subcontractor's services.

The chart below displays a typical workflow of the subcontracting process. The process stages and their sequence may vary. You are free to use only the documents that match the stages of your subcontracting process.

Managing subcontracting transactions

Registering subcontracting transactions

Registering subcontracting transactions in 1C:Drive helps you save efforts and ensure accurate document processing.

To register a subcontracting transaction, first create a subcontractor order issued. Then, create other subcontracting documents that reflect the stages of your process.

To learn how to register the entire subcontracting process, see Subcontracting services received process.

To learn how to create and manage subcontracting documents, see:

You can create subcontracting documents based on other documents. For example, you can create a subcontracting order issued based on a sales order, or a bank payment based on a subcontractor invoice received. This method is preferable to manual document creation because it:

Ensures traceability of documents related to a subcontracting transaction.
Minimizes errors by automatically copying document details from the source document.

All documents you create go to document journals. For posted documents, transaction records are available.

Using document journals

1C:Drive provides a user-friendly interface for managing subcontracting documents. All documents you create for your subcontracting transactions are stored in document journals, where you can quickly find and view them.

In a journal, you can:

Monitor document statuses.
View document details.
Post documents.
Generate related documents.

Tracking transaction records

When you post a document, it generates transaction records. The records generated by subcontracting documents depend on the accounting and billing settings. For example, if you set billing by contracts, the accounts payable records contain information broken down by contract.

In 1C:Drive, you have several options for tracking subcontracting transaction records. The options include:

Product accounting settings. You can set accounting by:
- Variants.
- Batches.
- Serial numbers.
To learn more, see the Products catalog.
Billing settings. You can set billing by:
- Contracts.
- Orders.
To learn more, see the Counterparties catalog.

Using subcontracting workplace

1C:Drive offers the Subcontracting orders issued processing workplace to help you process subcontractor orders issued by your company.

In the workplace, you can:

Monitor the progress of each subcontractor order issued.
Get visual assistance on what action is now expected of you in processing of each subcontractor order issued.
Quickly generate prefilled subcontracting documents, instead of creating them manually.

Applying bills of materials

When you register a subcontracting transaction, you need to determine which components in which quantities a subcontractor will require.

Bills of materials are premade lists of components needed to manufacture a product. For example, a bill of materials for a wheelbarrow includes 1 bucket, 2 wheels, 2 handles, and 100 ml of paint.

With bills of materials, you only specify the finished products, and 1C:Drive automatically determines the quantities of components to transfer to a subcontractor for its production. This saves effort and ensures document accuracy. Using bills of materials also allows for more precise cost allocation between components.

Defining delivery terms

A subcontracting transaction includes delivery of components to a subcontractor. Clear delivery terms ensure the subcontractor receives the components at the right place and time.

1C:Drive helps you define the delivery terms including:

Delivery method (for example, self-pickup or pickup by a logistics company).
Shipping address.
Delivery dates.
Incoterms.

Defining payment terms

A subcontracting transaction is based on a contract that you conclude with a subcontractor. Payment terms are an intrinsic part of contracts.

1C:Drive helps you register contracts and their payment terms including:

Currency.
Payment method (for example, electronic or cash-in-hand).
Payment type (for example, single payment or payment by installments).
Pricing terms (for example, wholesale prices).
Discounts (for example, early payment discounts).

When you create a subcontracting document based on a contract, 1C:Drive automatically prefills the payment terms. This ensures your transaction goes in compliance with the contract. You are free to manually change the payment terms for a transaction.

Making product reservations

You can reserve the products manufactured by a subcontractor for you. Products are reserved for a specific purpose, such as a sales or production order. The reserved products cannot be sold, transferred, or otherwise dispatched for any other purposes.

You can track your reservations using the Available stock and Sales order analysis reports.

Tracking backorders

A customer can order products that you do not have in stock. In this case, you can register a sales order and place a subcontractor order to restock the products. These products go on backorder. 1C:Drive automatically makes reservation for the goods ordered this way.

The Backordered items and Sales order analysis reports help you monitor your backorders. So, you can ensure that you comply with the delivery deadlines and fulfill your commitments.

Analyzing subcontracting transactions

1C:Drive provides a variety of reporting tools for analyzing your subcontracting transactions. For example, you can easily track the quantities of components transferred to subcontractors or the cost of goods produced by subcontractors.

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