This chapter contains the following topics:
Section 1.1, "JD Edwards EnterpriseOne Subcontract Management Overview"
Section 1.2, "JD Edwards EnterpriseOne Subcontract Management Integrations"
Section 1.3, "JD Edwards EnterpriseOne Subcontract Management Implementation"
You use the JD Edwards EnterpriseOne Subcontract Management system from Oracle to manage the day-to-day and long-term details of contracts, payments, and commitments that are associated with jobs. In addition, you can perform any of the following tasks with the JD Edwards EnterpriseOne Subcontract Management system:
Create and maintain contracts for the subcontractors on the jobs.
Establish payment guidelines and make payments against the contracts.
Track the costs you have paid against a job and the costs you are committed to in the future.
Make up-to-the-minute inquiries on contract information.
Input change orders for contract commitments.
Generate status reports for contracts and commitments.
Create base agreements for contracts.
When you create a new contract, you enter subcontractor information, the work to be done, contract commitments, dates, log items, and so on. After you enter a contract, you can change the base agreement details, enter commitment change orders, and track the completion of submittals and transmittals.
You can then enter and release progress payments, or hold progress payments. Progress payments are payments that you make to the subcontractors as they make progress against their jobs.
The JD Edwards EnterpriseOne Subcontract Management system has many features to help you manage contracts. The system helps you to manage contacts, commitments, and to process payments.
You create contracts for the subcontractors on jobs. Contracts specify details such as the contractor information, work to be done, contract commitments, dates, log items, such as submittals and transmittals, and so on. A submittal is information a subcontractor must provide to you. A transmittal is information you must provide to a subcontractor. The JD Edwards EnterpriseOne Subcontract Management system offers you these features to make the work with contracts as efficient as possible:
Contract Features | Description |
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Multiple contract types | You can manage a variety of contract types, including:
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Base agreement processing | You can create base agreements. A base agreement enables you to set up various jobs so that you do not have to specify distribution commitments for each job individually. This helps you manage contracts in which you have various categories of jobs, but with jobs in each category having identical costs. |
Contract reporting | You can process a variety of reports regarding contracts. These reports can indicate:
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Change order updating | Change orders direct the system to change the amount of money committed to a contract. You can create and update change orders easily. Change orders can standalone or be rolled into the original contract for payment. |
Supplemental data tracking | Many contracts require supplemental information in addition to the basic contract information. This information can be in the form of submittals, transmittals, and other user-defined log types. The JD Edwards EnterpriseOne Subcontract Management system provides these capabilities for managing supplemental data:
In addition, you can enter extended textual information regarding supplemental data and run reports about various log entries. You can also set up a model log entry for each contract type on the system, and then copy and revise those models in the actual contracts. |
Contract inquiries | You can review this contract information:
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A commitment is the money that you designate to pay against a contract. The JD Edwards EnterpriseOne Subcontract Management system provides you with these features to make the work with contract commitments as efficient as possible:
Commitment Feature | Description |
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Automatic audit trails | You can maintain an audit trail for committed costs. You can access JD Edwards EnterpriseOne Accounts Payable and JD Edwards EnterpriseOne General Accounting systems for an audit trail of progress payments. |
User-defined commitment distribution rules | You can set up the system for these commitment distribution purposes:
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Tax capabilities | You can assess several taxes on progress payments, including:
The JD Edwards EnterpriseOne Subcontract Management system also creates journal entries for the JD Edwards EnterpriseOne General Accounting and JD Edwards EnterpriseOne Job Cost systems and updates tax files. |
You process payments against the contracts as the subcontractors make progress against their jobs. Payments are charged against the committed money for a contract. The JD Edwards EnterpriseOne Subcontract Management system offers many features you can use to process progress payments, including:
Payment Processing Feature | Description |
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Flexible pricing methods for commitments. | You can use these pricing methods for the contract commitments:
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Payment options. | You can use these options when you process the progress payments:
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Efficient progress payments. | The JD Edwards EnterpriseOne Subcontract Management system helps you manage the progress payments by:
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The JD Edwards EnterpriseOne Subcontract Management system integrates with these JD Edwards EnterpriseOne systems from Oracle:
JD Edwards EnterpriseOne Job Cost
JD Edwards EnterpriseOne Change Management
JD Edwards EnterpriseOne Work Orders
JD Edwards EnterpriseOne Procurement
JD Edwards EnterpriseOne Accounts Payable
JD Edwards EnterpriseOne General Accounting
JD Edwards EnterpriseOne Address Book
The JD Edwards EnterpriseOne Subcontract Management system automatically updates committed units and amounts to accounts in the JD Edwards EnterpriseOne Job Cost system. You can manage the contract budgets and cost projections through the JD Edwards EnterpriseOne Job Cost system.
You can access the JD Edwards EnterpriseOne Change Management system to review the details of a change request that is associated with a contract. You can also transfer the details of a change request to the JD Edwards EnterpriseOne Subcontract Management system. The contract number provides the link between a contract and its associated change requests.
You can link line item commitments on the Subcontract Entry form to a work order in the JD Edwards EnterpriseOne Work Orders system. Costs from the line item are automatically charged against the work order in the JD Edwards EnterpriseOne Job Cost system, the JD Edwards EnterpriseOne Subcontract Management system, and the JD Edwards EnterpriseOne General Accounting system.
The JD Edwards EnterpriseOne Subcontract Management system shares a common database with the JD Edwards EnterpriseOne Procurement system. You can use these links to view the purchase orders and contract commitments that are related to a project from one inquiry form and through the same commitment ledger. Both systems also release commitments in the same manner through the JD Edwards EnterpriseOne Accounts Payable system.
The JD Edwards EnterpriseOne Accounts Payable system automatically updates the appropriate accounts payable records when you enter progress payments, release retainage, or make payments against a contract. Retainage is a percentage of the contract amount that is held until a specified date after the completion of the work. You can also complete other accounts payable tasks from the JD Edwards EnterpriseOne Subcontract Management system, such as designating joint or alternate payees.
The JD Edwards EnterpriseOne Subcontract Management system automatically updates the general ledger in the JD Edwards EnterpriseOne General Accounting system when you create payment vouchers for contracts. All audit trails for JD Edwards EnterpriseOne Subcontract Management vouchers and payments are maintained in the general accounting ledgers.
The JD Edwards EnterpriseOne Subcontract Management system accesses the JD Edwards EnterpriseOne Address Book system for the addresses of suppliers, subcontractors, and business owners. You can use this information to print payments, reports, and so on. You can access JD Edwards EnterpriseOne Address Book from a JD Edwards EnterpriseOne Subcontract Management inquiry form to find specific subcontractors.
This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne Subcontract Management system.
In the planning phase of the implementation, take advantage of all sources of information, including the installation guides and troubleshooting information.
When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Subcontract Management, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.
See JD Edwards EnterpriseOne Tools Software Updates Guide.
For information about the Oracle Business Accelerator solution for implementation of JD Edwards EnterpriseOne Subcontract Management, review the documentation available.
See http://docs.oracle.com/cd/E24705_01/index.htm
.
This table lists the global implementation steps for JD Edwards EnterpriseOne Subcontract Management:
Set up global user-defined codes (UDCs).
See "Working with User Defined Codes" in the JD Edwards EnterpriseOne Tools System Administration Guide.
Set up fiscal date patterns, companies, and business units.
Set up next numbers.
Set up accounts.
Set up General Accounting constants.
Set up multicurrency processing, including currency codes and exchange rates.
Set up ledger type rules.
Enter address book records.
Set up default location and printers.
Set up branch/plant constants.
Set up manufacturing and distribution AAIs.
Set up document types.
Set up shop floor calendars.
This table lists the application-specific implementation steps for the JD Edwards EnterpriseOne Subcontract Management system:
Set up the procurement system, projects or jobs, and commitments.
Set up suppliers.
See Setting Up Suppliers.