Hi All,

Can somebody provide some more details on how to use (and track) the use of subcontractors as resources on Work Orders?

Practical example:

 - A Work Order requires 6 resources to be on-site for 1 day on Nov 2nd. The resources don’t need any spcial skills, they are all part of the same Resource Group. 

 - The planner checks availability for that day and sees that the company only has 4 people available on that day

 - The planner decides to hire 2 external people from a subcontractor that they work with on regular basis.

So we need to send a Maintenance Purchase Requisition to our Subcontractor who will be our Supplier. So we set up our Non-Inventory Sales part for ‘Contract Labour’, we make a Purchase part ‘Contract Labour’, we define the Supplier for Purchase Part etc…

With all that info, the Maintenance Purchase Requisition can be made and sent out. Supplier will confirm receipt of the PO and acceptance of the terms. So everything is settled and arranged.

But what are the following steps?

• Since 6 resources were asked by the technical team but planning can only assign 4 resources from our own team - how do we easily track that the other 2 will come from a subcontractor? Do we add Subcontractors to a separate Resource Group? If that is the case, do we also need to define them as ‘Employees’ because that seems to be counterintuitive… (We would not like to reduce the amount of required resources from 6 to 4 because that would confuse people. And we also do not want to see 4 out of 6 assigned… we really want to see: we asked 6, and 6 will be on site…)

• And what are the next steps in the PO process. With normal parts we would to a ‘Register Arrival’ when parts are delivered. But in this case we are talking about service, very well possible performed on a remote location. At what point and with what method do we accept ‘Delivery of the requested work’?

Thanks for any tips!

best Regards

Roel