Overview

Once a subcontracting purchase order is successfully filled, raw materials availability is checked, and the subcontracting purchase order is confirmed, it can be sent to the vendor.

Before sending a purchase order to the vendor, the company does not undertake obligations to buy or accept goods, and the vendor does not undertake obligations to deliver.

Before sending, additional approvals can be run outside the system to make sure the purchase order is correct. In this case, an approval sequence, rules, and limits need to be defined.

Finally, a purchase order is sent to the vendor.

As a result of the process, a purchase order is sent to the vendor and the company now has a firm commitment to buy.

Confirm subcontracting purchase orders and send to vendors flowchart

Paths

How to review subcontracting purchase orders for approval

1. Go to Manufacturing and then click Subcontracting purchase orders under Subcontracting.

2. Select Pending approval in the Actions drop-down list.

3. Review the list of Purchase orders awaiting approval and open the required one.

4. In the Subcontracting purchase orders document, review the information.

5. Decide whether the purchase order must be additionally approved with the management. Consider other corporate compliance requirements to understand when approval is required. 

How to initiate subcontracting purchase order approval

1. Open the required document.

2. Create a Task request based on the document.

3. Specify the name in the Task request field.

4. Assign it to the responsible user within the database.

5. Set the Priority and specify the Due date.

6. Describe the actions to take in the Subject field.

7. Start and close the document.

How to confirm subcontracting purchase orders

1. In the Subcontracting purchase orders document, set the For completion status.

2. Post and close the document.

How to send subcontracting purchase orders to vendors

1. Send a confirmation to the vendor to place the order.

2. Use any communication tools: phone, email, mail, a self-service portal, interfaces with external systems.

3. Click the More tab.

4. Enter the Inc. number and the Date of issue.

5. Post and close the document.