Subcontract Order Summary

Overview

Below is a business-focused explanation of the Subcontract Order Summary report in Dafater.

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Subcontract Order Summary

Module: Buying
Report Type: Summary Report
Based on: Subcontracting Orders

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Overview – What This Report Tells You

The Subcontract Order Summary report provides a consolidated view of all subcontracting orders issued to external vendors for manufacturing or processing work. It helps businesses track what work has been outsourced, to whom, at what cost, and how much progress has been made on each subcontract order.

This report is especially useful for understanding the financial and operational status of subcontracted production at a glance.

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When and Why to Use This Report

You should use the Subcontract Order Summary report when you want to:

• Monitor ongoing and completed subcontracting work
• Review commitments made to subcontractors
• Track quantities ordered, received, and pending
• Control subcontracting costs and liabilities
• Support vendor performance and capacity planning
• Reconcile subcontracting activity with production and purchasing plans

It is commonly reviewed by procurement managers, production planners, finance teams, and operations leadership.

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Key Columns and Their Business Meaning

Typical columns in the report include:

• Subcontract Order
  Unique reference number for each subcontracting order, used for tracking and follow-up.

• Supplier
  The subcontractor responsible for the outsourced work. Useful for vendor performance analysis.

• Company
  Indicates which business entity issued the subcontract order (relevant for multi-company setups).

• Order Date
  The date the subcontracting order was issued. Helps analyze order trends over time.

• Expected Delivery Date
  The planned completion or delivery date from the subcontractor, critical for production planning.

• Item / Finished Good
  The product or component being manufactured or processed by the subcontractor.

• Ordered Quantity
  Total quantity assigned to the subcontractor.

• Received Quantity
  Quantity already received from the subcontractor, showing progress.

• Pending Quantity
  Remaining quantity yet to be delivered, highlighting potential delays or risks.

• Order Value / Amount
  Total financial value of the subcontract order, used for cost control and budgeting.

• Status
  Current state of the order (e.g., Draft, Submitted, Completed, Closed), indicating progress and action required.

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Available Filters and Their Business Purpose

The report can be filtered to focus on specific business needs, such as:

• Supplier
  Analyze workload, performance, or dependency on a specific subcontractor.

• Company
  Separate subcontracting activity by legal entity or business unit.

• Date Range (Order Date or Delivery Date)
  Review subcontracting activity for a specific period.

• Item / Product
  Track subcontracting activity for a particular finished good or component.

• Status
  Focus on open, pending, or completed subcontract orders.

• Subcontract Order
  Drill down into a specific order for detailed review.

These filters allow managers to quickly narrow the report to what matters most for decision-making.

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How to Interpret the Results for Business Decisions

• High Pending Quantities
  May indicate production delays, supplier bottlenecks, or capacity issues.

• Repeated Delays from a Supplier
  Signals the need for supplier review, renegotiation, or diversification.

• High Order Values Concentrated with One Supplier
  Highlights supplier dependency and potential risk exposure.

• Completed vs Open Orders
  Helps assess overall subcontracting efficiency and workflow health.

• Trends Over Time
  Rising subcontracting volumes may indicate increased demand or internal capacity constraints.

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Common Use Cases and Scenarios

• Production Planning Meetings
  Check which subcontracted items are pending and plan internal activities accordingly.

• Vendor Performance Reviews
  Compare delivery performance and volumes across subcontractors.

• Cost Control and Budget Monitoring
  Track total subcontracting spend and compare against budgets.

• Operational Risk Management
  Identify delays or over-reliance on specific subcontractors.

• Audit and Compliance Reviews
  Provide clear visibility into outsourced manufacturing commitments.

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Summary

The Subcontract Order Summary report in Dafater is a vital management tool for overseeing outsourced production. It transforms subcontracting data into actionable insights, helping businesses maintain control over costs, timelines, and supplier performance while ensuring smooth production operations.

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Report Information

• Module: Buying
• Related DocType: Subcontracting Order
• Report Type: Script Report
• Standard: Yes