Grundlagen der Unteraufauftragsvergabe

In basic subcontracting, a company’s product is produced entirely by a subcontractor. The product is first purchased from the subcontractor, who acquires their own components, manufactures the final product, then delivers the final product to the company’s warehouse.

The following document covers how to configure a subcontracted product and trigger the subcontracting process.

Bemerkung

This document uses the term company to refer to the internal company requiring subcontracted goods and the term subcontractor to refer to the external vendor handling the outsourced production of the subcontracted goods.

Konfiguration

To use subcontracting, a company must first configure products with a vendor pricelist as well as a subcontracting-type BoM.

The pricelist allows the company to purchase the product from the vendor (subcontractor) through a PO, while the BoM allows the product to be manufactured externally by the subcontractor.

Produktlieferanten konfigurieren

Um den Lieferanten eines Produkts für die einfache Fremdvergabe zu konfigurieren, navigieren Sie zu Lager App ‣ Produkte ‣ Produkte. Wählen Sie dann ein Produkt aus oder erstellen Sie ein neues.

On the product form, click the Purchase tab and add the product’s subcontractor as a vendor by clicking Add a line. Select the subcontractor using the Vendor drop-down menu.

Then, enter the price of the product in the Unit Price field.

Finally, set a Lead Time for the product in the corresponding field to specify the number of days for the subcontractor to produce and deliver the final product.

Bemerkung

Since companies are only responsible for purchasing and receiving the final product, they do not need to additionally configure manufacturing lead times on a BoM. Instead, provide only a single Lead Time on the vendor pricelist that factors in both the subcontractor’s manufacturing and delivery time.

Stückliste konfigurieren

After specifying the vendor, configure a subcontracting-type BoM for the product. Click the Bill of Materials smart button on the product form. Then, select the desired BoM or create a new one.

Tipp

Navigieren Sie alternativ zu Fertigung ‣ Produkte ‣ Stücklisten, und wählen Sie die Stückliste für das an Subunternehmer vergebene Produkt aus.

Wählen Sie im Feld Stücklistentyp die Option Fremdvergabe. Fügen Sie im daraufhin angezeigten Feld Subunternehmer einen oder mehrere Subunternehmer hinzu.

Because the components and manufacturing are both handled by the subcontractor, there is no need to list any components in the Components tab of the BoM.

Arbeitsablauf der allgemeinen Unterauftragsvergabe

Der einfache Fremdvergabe-Workflow beginnt mit dem Erstellen einer Bestellung, um das Produkt vom Subunternehmer zu kaufen (1).

The company then confirms the PO, which creates a receipt to transfer the final product (2). The subcontractor manufactures the product and delivers it back to the company when done.

Once the product has been produced and received, the company validates the receipt (5) to trigger inventory moves from the subcontractor to the company’s stock (3, 4).

Bestellung erstellen und bestätigen

Um eine PO für das fremdvergebene Produkt zu erstellen, navigieren Sie zu Einkauf App ‣ Aufträge ‣ Bestellungen und klicken Sie auf Neu.

Beginnen Sie mit dem Ausfüllen der PO, indem Sie einen Subunternehmer aus dem Dropdown-Menü Lieferant auswählen. Klicken Sie im Tab Produkte auf Produkt hinzufügen, um eine neue Produktzeile zu erstellen. Wählen Sie das an den Subunternehmer vergebene Produkt im Feld Produkt aus und geben Sie die Menge im Feld Menge ein.

After adding the product, the Expected Arrival field is updated with the finished product’s expected delivery date, as configured earlier with the vendor’s Lead Time.

Klicken Sie abschließend auf Bestellung bestätigen, um die PO zu bestätigen. Ein Eingangsbeleg wird automatisch erstellt und ein Smart Button Eingangsbeleg erscheint oben im Formular.

Wareneingang verarbeiten

After the order is confirmed, the subcontractor manufactures the product and delivers the finished good back to the company.

To receive the finished product from the subcontractor, click the Receive button on the PO, or click the Receipt smart button at the top of the page. Then, click Validate to enter the incoming shipment into inventory.

Bemerkung

Wenn mehrstufige Lagerbewegungen aktiviert sind, müssen zusätzliche Transfers bestätigt werden, um das eingehende Produkt ins Lager zu buchen.

Lagerbewegungen verfolgen

After validating a receipt, Odoo automatically generates inventory moves to track the movement of subcontracted products between locations. To view these inventory moves, navigate to Inventory app ‣ Reporting ‣ Moves History.

To track inventory movement in subcontracting, Odoo sends any product components to a dedicated location called Subcontracting. Another location called Production then consumes the components and produces the finished good. Once produced, the good then moves back to the Subcontracting location before finally entering the company’s stock when the receipt is validated.

Bemerkung

Because no components are sent in basic subcontracting, there is no movement from the Subcontracting location to the Production location.