Connect Preferred Supplier to WO Subcontracting Operation

This document describes how you manage a preferred supplier for a specific subcontracting operation on a service using 'Subcontracting. Connect Supplier' (MOS018) or 'Subcontracting. Connect Supplier' (ECS018).

The generation of work requests and work orders can be done in several ways, but they are always based on a service definition defined in 'Service. Open' (MOS300).

This definition consists, amongst other things, of materials and operations (labor activities).

An operation can be performed by in-house staff or external, the latter is known as subcontracting within M3 BE.

A subcontractor is a defined supplier within 'Supplier. Open' (CRS620) where you potentially have a purchase agreement that holds the agreed price for a particular job activity.

Limitations

The functionality is designed to only work with services created on the consolidated facility defined in 'Settings - Maintenance 1' (CRS788) and used as the facility in 'Service. Open' (MOS300) and 'Service Revision. Open' (ECS300).

Preferred supplier for services maintained in 'Service. Connect to Facility' (MOS301) must be set in the 'Unit price' and 'Supplier' fields on 'Product. Connect Materials/Operations' (PDS002/H).
The preferred supplier can only be set for subcontracting operations.
Products that use the parameter 'Multi operations' in 'Model/Site. Open' (MOS400) are not supported.
Generic services in (MOS300) are not supported (Service category 5-'Blank product').

Before you start

A supplier must be defined in (CRS620).
The work center on the operation, defined in 'Work Center. Open' (PDS010), has to be defined as resource type 2-'Subcontract'.
A purchase price must be set in 'Purchase Agreement. Open Lines' (PPS101) using group ID with key tables CAPRNO, CASTRT, CASUFI, and POOPNO to enable retrieval of the estimated price. The group ID is defined in 'Purchase Agreement Selection Field. Open' (CRS746).
A facility group must exist in 'Facility Group. Open' (MOS008) where the parameter 'Restrict fac' is activated on the E panel.
Facilities must be connected to the facility group in 'Facility Group. Connect Facilities' (MOS009).

Define preferred supplier for a service in (MOS018)

Workflow:

Start (MOS300/B).
Select the service for which you want to manage the subcontracting operation and select related option 12='Product structure' to display (PDS002/B).
Ensure you are working within sorting order 3-'Components/W/C'.
Select the subcontracting operation for which you want to set a supplier and select related option 65='Subcontracting Supplier' to display (MOS018/B).
Specify the facility group and/or facility and select 'Create' to display the E panel.
On the E panel, specify the supplier that this operation will be subcontracted to.
Only facility groups where parameter 'Restrict fac' is activated can be used.
There are three levels in (MOS018) to define a supplier, from generic to specific:
- Facility group from (MOS008).
  This is used if all facilities connected to that group has the same preferred supplier.
- Facility group + facility from (MOS008) and (MOS009).
  This is used to make an exception for one or more facilities that are used within a facility group.
- Facility - from (CRS008).
  This is used for facilities not belonging to a facility group.

Define a preferred supplier for a service revision in (ECS018)

Workflow:

Start (ECS300/B).
Select the service revision for which you want to manage the subcontracting operation and select related option 12='Product structure' to display 'Service Revision. Connect Operations and Materials' (ECS312/B).
Select the operation for which you want to set a supplier and select related option 65= 'Subcontracting Supplier' to display (ECS018/B).
Specify the facility group and/or facility and select 'Create' to display the E panel.
On the E panel, specify the supplier that this operation will be subcontracted to.
Only facility groups where parameter 'Restrict fac' is activated can be used.
There are three levels in (ECS018) to define a supplier, from generic to specific:
- Facility group from (MOS008).
  This is used if all facilities connected to that group has the same preferred supplier.
- Facility group + facility from (MOS008) and (MOS009).
  This is used to make an exception for one or more facilities that are used within a facility group.
- Facility - from (CRS008).
  This is used for facilities not belonging to a facility group.

Flowchart

This flowchart shows both workflows covered in this document.

Verification steps to determine supplier ID and estimated price:

If service is defined on (MOS301) level, verify 'Unit price' and 'Supplier' on (PDS002/H) only. If no data is specified, the unit price and supplier remains blank in 'Work Request. Open Line' (MOS171) and 'Work Order. Open Line' (MOS101).
If service is defined on (MOS300) level, review in (MOS018). If a match is found the supplier is stored on the operation line in the MMPOPE and MMOOPE tables. The estimated price is browsed for in (PPS101) based on retrieved supplier and selected service, and displayed only until a planned purchase order exists in 'Planned Purchase Order. Open' (PPS170).
If service is defined on (MOS300) level but no match is found in (MOS018), verify the unit price and supplier on (PDS002/H).