Setting up outside processing

To use outside processing (OP), the customer must first set up the necessary components.

• OP must be turned on and configured in the customer profile.
• Suppliers acting as outside contractors must be created and flagged for OP in the Supplier records.
• Parts sent to outside contractors must be created and flagged for OP in the part record. Additional part information must be entered for OP parts. This step is completed through the application, not the part API file.
• OP operations must be defined. An operation is the basic unit of a process. It is one action performed by the outside contractor. Only operations performed by outside contractors can be defined. Internal operations (those performed by the customer) are not tracked through OP.
• OP processes must be defined. A process is a group of operations to be performed in a specific order. It is this process that defines the route parts will follow as they move through the process.
• Discrepancy reason codes must be defined.