Transfer to subcontractor
To create a goods issue that records a transfer of components to a subcontractor:
- Do one of the following:
- To generate a goods issue from a subcontractor order issued, go to Purchases; then, under Subcontracting services received, click Subcontractor order issued processing.
The Subcontractor order issued processing workplace is displayed.
On the Components transfer tab, click the line with your subcontractor order issued, and then click Generate goods issue. - To create a goods issue from scratch, use either of the following options:
- Go to Sales and under Sales, click Goods issues. Then, in the Goods issues list, click Create.
- Go to Warehouse and under Warehouse, click Goods issues. Then, in the Goods issues list, click Create.
- To generate a goods issue from a subcontractor order issued, go to Purchases; then, under Subcontracting services received, click Subcontractor order issued processing.
- Specify general details:
- Set Operation to Transfer to a subcontractor.
- Specify Counterparty.
- Specify Order.
- Fill in the remaining fields as necessary.
- Specify components to transfer to a subcontractor for production:
- To populate products automatically from an order, go to general details. Then, in the Order field, specify an order and click
. - To fill in products directly, go to the Products tab and do one of the following:
- To import product list from a spreadsheet file, click
and follow the data import wizard instructions. - To select products from the Products catalog, click Select > Goods.
- To select products that you want to ship for the subcontractor orders not yet shipped by the company in full, click Select > Ordered goods and then, in the Select ordered goods window, select the checkboxes for the goods you want to add and enter the quantities.
- To add products manually, click Add and fill in product details.
- To find products by barcode, click
.
- To import product list from a spreadsheet file, click
To automatically fill batches for inventory items, use the Fill batches by FEFO tool. For details, see Autofilling product batches.
- To populate products automatically from an order, go to general details. Then, in the Order field, specify an order and click
- Optional: On the Delivery tab, specify delivery terms.
- Optional: On the Additional information tab, specify additional information.
- Click Post and close.