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Subcontracting Worksheet

Use this page to find the released production orders with material ready to send to a subcontractor and to automatically create purchase orders for subcontract operations from production order routings.

For more information, see the Microsoft Dynamics 365 Business Central documentation.

Lines in the subcontracting worksheet can be added based on the following security settings from the Multi-Entity Management Setup: 

  • Work Center Security (includes machine center security)
  • Vendor Security
  • Location Security

Create Subcontracting Worksheet

To create a subcontracting worksheet, follow the steps within the Microsoft Dynamics 365 Business Central documentation, and incorporate the following: 

  1. Open the Subcontracting Worksheet page.
  2. In the header, select the Entity Code.
  3. Select the Process > Calculate Subcontracts to calculate a subcontracting worksheet.
  4. On the MEM Calculate Subcontracts, specify the Entity Code filter.
  5. Select OK.

    Lines are included on the subcontracting worksheet based on Entity Code filter values specified and the security options from the Multi-Entity Management Setup: 

    • When Item Security is turned on, only items that are assigned to entities to which you have access and are specified in the Entity Code filter are included.
    • When Work Center Security is turned on, only work centers that are assigned to entities to which you have access and satisfy the Entity Code filter are included.
      When Work Center Security is turned off, work centers that satisfy the Entity Code filter are included, regardless of user access to the entities.
    • When Location Security is turned on, only locations that are accessible to entities to which you have access and are specified in the Entity Code filter are included.
    • Only production orders assigned to entities to which you have access are included.

    After the subcontracting worksheet is calculated, lines are included in the calculation based on the Inventory Posting option on the Multi-Entity Management Setup: 

    • When Inventory Posting is Entity from Location, the calculation includes only locations that have an assigned entity. Also, inventory items not assigned to a location are included.
    • When Inventory Posting is Entity from Item, the calculation includes only items that have an assigned entity.

    After the Calculate Plan finishes, lines in the worksheet are assigned the entity from the corresponding work center. If the user does not have access to the entity of the work center, the entity of the production order is assigned to the line.

Fields

This page contains the following fields: 

Field Description
Header  
Entity Code

Select an entity for the worksheet.

The default value is your default entity that you selected in My Settings. If you did not set up the default entity, the default entity is first entity in the list that you have access.

Lines  
Entity Code

Select an entity for the worksheet line. The default value is based on the Inventory Posting option selected on the Multi-Entity Management Setuppage.

  • Worksheet lines that are generated from the Calculate Plan action are assigned the entity from the corresponding work center. If the user does not have access to the entity of the work center, the entity of the Production Order is assigned to the line.
  • Manually created lines are (by default) assigned the entity from the header of the worksheet.

Actions

This page contains the following actions: 

Field Description
Process > Calculate Subcontracts Opens the MEM Calculate Subcontracts page.
Process > Carry Out Action Message Opens the MEM Carry Out Action Msg - Plan. page.