Subcontracting process

In the subcontracting process, there are two types of challans:
  • 57F4

    When the goods are shipped from the manufacturer’s process, a challan document is required. In this process, a shipment line is created from the transfer order generated from a subcontracting purchase order or from a batch order. The challan can be created from the shipment line generated from the transfer order.

  • 57J

    This type of challan is generated when the supplier transfers the goods directly to the subcontractor warehouse on behalf of the manufacturer. This challan is optional and is implemented based on the organization.

  1. Select Procurement > Orders > Order Intake Workbench. The Purchase Order Intake Workbench (tdpur4601m200) session is displayed.
  2. Click New. The Purchase Order (tdpur4100m900) session is displayed.
  3. Select the business partner in the Business Partner field and press Tab.
    Note: Infor LN populates the data related to the selected business partner.
  4. Click New on the Order Lines tab to create the purchase order line.
  5. Click Go to Details for the purchase order line. The Purchase Order Lines (tdpur4101m000) session is displayed.
  6. Review the tax registration data defaulted on the Tax tab. Click Save changes and exit in the Purchase Order Lines (tdpur4101m000) session.
  7. Click Approve to approve the sales order in the Purchase Order (tdsls4100m900) session.
  8. Click the Material Lines tab and add the lines for the materials that are supplied to the subcontractor.
  9. Click Approve to approve the purchase order.
    Note: The material can be supplied to the subcontractor using three types of supply.
    • Order Controlled/Single Supply (57F4)
    • Batch Supply (57F4)
    • Purchase supply order (Supplier transfers the material to the subcontractor) (57J)
  10. Select the material line on the Material Lines tab and click Actions > Generate Supply Order to generate the supply order.
  11. Select References > Supply Order. The Warehousing Order (whinh2100m100) session is displayed.
    Note: This is a transfer order from the manufacturer warehouse to the subcontractor warehouse (admin warehouse).
  12. Select the outbound line on the Outbound Lines tab and click References > Outbound Advice. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  13. Review the activities to be executed and click Actions > Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  14. Select References > Loads. The Loads (whinh4140m000) session is displayed.
  15. Click Go to Details for the load. The Load (whinh4640m000) session is displayed.
    Note: Verify that the Applicable check box is selected for the Localized Authorization Procedure field on the Order tab. The localization process must be completed before the shipment is confirmed.
  16. Specify these details on the Load tab of the Load (whinh4640m000) session:
    Pick-up Carrier/LSP
    The code of the carrier that transports the goods.
    Carrier Tracking Number
    The tracking number that is used to track the carrier of the goods.
    Tracking Number
    The tracking number that is used to track the total consignment.
  17. Click Freeze to freeze the load. When you freeze the load, Infor LN automatically created the Preliminary Delivery Challan (PDC).
  18. Select References > Load - India. The Load (lpind1640m000) session is displayed with the generated Preliminary Delivery Challan (PDC) on the Challans tab.
    Note: Verify that the Challan Type is 57F4 on the Challans tab.
  19. Select the PDC line on the Challans tab and click Actions > Create Challan Lines.
  20. Verify that the challan is generated and review this data.
    • The challan number is updated in the Challan field.
    • The LR Number and the vehicle details are updated in the Pick-up Information section of the load header.
    • The Load Status is updated to In Process.
  21. Click Go to Details for the PDC on the Challans tab. The Subcontracting Challan (lpind1635m100) session is displayed.
    Note: Verify that the Supply Type is set to Outward and the Sub Supply Type is set to Job Work.
  22. Click Go to Details for the challan line on the Subcontracting Challan Lines tab. The Subcontracting Challan Lines (lpind1636m000) session is displayed.
  23. Review the quantities of the material updated in the Cumulative Quantities and the Quantities sections of the header. Also verify that the Bulk check box is cleared as this is a single order supply.
  24. Review the subcontracting challan details and click Actions > Set Status to > Completed. The Challan Status is updated to Completed.
  25. Select Actions > Generate E-Way Bill File to generate the E-Way Bill for the challan. The Generate E-Way Bill File (lpind1235m500) session is displayed.
  26. Review or specify the details and click Process. The E-Way Bill File is generated with the required details.
    Note: Verify that the E-Way Bill fields are enabled as this is a manual process. Also, the E-Way Bill Status is Requested and the E-Way Bill Request check box is selected.
  27. Specify the E-Way Bill details on the E-Way Bill tab of the Subcontracting Challan (lpind1635m100) session and click Save. The E-Way Bill Status is updated to Generated.
  28. Click Save changes and exit in the Subcontracting Challan (lpind1635m100) session. The Load (lpind1640m000) session is displayed.
  29. Click Save changes and exit in the Load (lpind1640m000) session. The Load (whinh4640m000) session is displayed.
  30. Click the Order tab and verify that the Complete check box is selected in the Localized Authorization Procedure section.
  31. Click Confirm to confirm the load. Click Save changes and exit to close the Load (whinh4640m000) session.
  32. Click Save changes and exit to close the Loads (whinh4140m000) session. The Shipment Lines (whinh4131m000) session is displayed.
  33. Click the Warehousing Order session tab. The Warehousing Order (whinh2100m100) session is displayed.
  34. Select the inbound line on the Inbound Lines tab and click References > Status Overview. The Inbound Line Status Overview (whinh2119m000) session is displayed.
  35. Select Actions > Receive. The Warehouse Receipt (whinh3512m000) session is displayed.
  36. Select the receipt line on the Lines > Receipt tab and click Confirm Receipt. The materials are received in the subcontractor warehouse.
  37. Select Warehousing > Inventory Planning & Analysis > Planning > Supply Requests for Order Controlled/Batch. The Supply Requests for Order Controlled/Batch (whinp3100m000) session is displayed.
    Note: This session lists the batch supply purchase orders generated for the purchase orders.
  38. Select the order and click Actions > Generate Orders (OCB). The Generate Orders (OCB) (whinh2205m000) session is displayed.
  39. Review the data and click Generate. The Generate Orders (OCB) report is displayed with the generated transfer order.
  40. Select Warehousing > Orders > Orders. The Warehousing Orders (whinh2100m000) session is displayed.
  41. Click Go to Details for the warehouse transfer order. The Warehousing Order (whinh2100m100) session is displayed.
  42. Select the outbound order line on the Outbound Lines tab and click Process.
  43. Verify that the outbound line is selected and click References > Status Overview. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  44. Select Actions > Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  45. Select References > Loads. The Loads (whinh4140m000) session is displayed.
  46. Select the load and click Freeze.
  47. Select the load and click References > Load - India. The Load (lpind1640m000) session is displayed.
  48. Select the PDC challan line on the Challans tab and click Actions > Create Challan Lines. The challan is created and the number is updated in the Challan field.
  49. Click Go to Details for the challan line. The Subcontracting Challan (lpind1635m100) session is displayed.
  50. Click Go to Details for the challan line on the Subcontracting Challan Lines tab. The Subcontracting Challan Lines (lpind1636m000) session is displayed.
    Note: Verify that the Bulk check box is selected as the order is generated from the supply controlled batch order.
  51. Review the subcontracting challan details and click Actions > Set Status to > Completed. The Challan Status is updated to Completed.
  52. Select Actions > Generate -E-Way Bill File to generate the E-Way Bill for the challan. The Generate E-Way Bill File (lpind1235m500) session opens.
  53. Review or specify the details and click Process. The E-Way Bill File is generated with the required details.
    Note: Verify that the E-Way Bill fields are enabled as this is a manual process. Also, the E-Way Bill Status is Requested and the E-Way Bill Request check box is selected.
  54. Specify the E-Way Bill details on the E-Way Bill tab of the Subcontracting Challan (lpind1635m100) session and click Save. The E-Way Bill Status is updated to Generated.
  55. Click Save changes and exit in the Subcontracting Challan (lpind1635m100) session. The Load (lpind1640m000) session is displayed.
  56. Click Save changes and exit in the Load (lpind1640m000) session. The Load (whinh4640m000) session is displayed.
  57. Click the Order tab and verify that the Complete check box is selected in the Localized Authorization Procedure field.
  58. Click Confirm to confirm the load.
  59. Click Save changes and exit to close the Load (whinh4640m000) session.
  60. Click Save changes and exit to close the Loads (whinh4140m000) session. The Shipment Lines (whinh4131m000) session is displayed.
  61. Click the Warehousing Order session tab. The Warehousing Order (whinh2100m100) session is displayed.
  62. Select the inbound line on the Inbound Lines tab and click References > Status Overview. The Inbound Line Status Overview (whinh2119m000) session is displayed.
  63. Select Actions > Receive. The Warehouse Receipt (whinh3512m000) session is displayed.
  64. Select the receipt line on the Lines > Receipt tab and click Confirm Receipt. The materials are received in the subcontractor warehouse.