Overview
Sub Contract services can be managed through OPTO ‘Sub Contract Purchasing’. To correctly operate the purchasing and management functions there are a number of parameters that must firstly be set up. Sub contract operations are purchased against the job number and are not purchased into stock for ‘picking’.

Create a new ‘Bill of Material Type’
From the OPTO ribbon, select the INVENTORY tab and click on the ‘Data Set’ drop menu then click on ‘Bom Type’ and add a new code for each Sub contract operation required and set parameters as shown. Press <F9> to save.

Create a New Workcenter
From the OPTO ribbon, select the RESOURCES tab then click the ‘New/Edit Workcenter’ icon to begin creating a new Workcenter for the specific Sub contract operation. Enter a number in the Code field then press <TAB> and enter a the Description in the field. Tick the Sub-Contract Only box and select the BOM type, enter the cost and charge rates. Press <F9> to save.

Create a New Material Group Record
To be able to track the sub-contract processes within OPTO a new ‘Material Group’ will need to be created. From the OPTO ribbon, select the INVENTORY tab then click on the ‘Data Set’ drop menu and click ‘Material Group’ to create the material group. Press <F9> to save.

Create a Sub-Contract Supplier

From the OPTO ribbon, select the CONTACTS tab and click on the ‘New/Edit Suppliers’ icon to open the ‘Supplier’ window. Create a supplier record for the sub-contract, enter the contact details and address, ABN, etc. Ensure the Active box is ticked; press <F9> to save.

Create a New Material

From the OPTO ribbon select the INVENTORY tab then click on the ‘New/Edit Material’ icon to open the ‘Material’ window. Create a new Material record for the Sub-contract category, the material is Active only. Enter the group, the BoM type and supplier details then press <F9> to save.

Now that the codes and records has been set-up, the sub contract operations and materials can be used when building parts.

Parts Bill of Material – Adding Sub Contract operations
Open the ‘Part Details’ window and build as shown below. Add the materials as normal and then add the sub-contract. Dbl- click on the Qty column to open the ‘Add Supplier Info’ window and add details as required.

Open the ‘Labour’ tab on the ‘Parts Details’ window to add the workcenter codes and any descriptions. Ensure that you add the operations in order that they generally occur.

Press <F9> to save.

Opto Software Pty Ltd
Revised: 29/11/24