Creating Subcontracts Manually
Note: If you use an accounting interface with the system, you should not manually create subcontracts.
To manually create a subcontract on the application:
- Navigate to the Create Subcontract Page
From the Subcontracts menu, select Create Subcontract.
The Create Subcontract page displays
- Select the Select Organisation button.
A Select Organization dialogue box opens.
- Begin typing in an organisation name or other details for a list of matching organisations to display in the dialogue box.
- By default, only organisations which operate in the same currency as your project display. You can only invite Subcontractors to participate on a project if your currency matches.
- In the Contract Number field, enter a number to identify the subcontract.
- In the Contract Date field, enter the date the subcontract should begin, or select a date from the calendar dialogue box.
- In the Subcontract Item field, enter text to identify the line item.
- (Optional) Select additional contract settings.
- Select the Save button.
The Work breakdown (WB) for the subcontract displays.
- Select the cell in the Item column, and select the Find button. This enables you to link the subcontract cost code to the Head Contractor WB.
A dialogue box displays.
- In the dialogue box, select the line from your WB to which the subcontract should link.
- Once you choose an Item, the description automatically displays.
- If you are not using Client Billing, the subcontract can be linked to a single Head Contract WB line.
- Generally used when a contract is uploaded, this number categorises work in an accounting package.
Note: If you use an accounting interface with the system, the item format is dictated by your accounting package.
- In the Contract Amount field, enter the amount to pay the Subcontractor for the project.
- (Optional) Add a new component.
- Select the Add New component button.
A new line appears in the table.
- Repeat steps 7 through 9 for the new line.
- Ensure the value of the WB equals the total value of the contract.
- Subcontractors see each component as separate WB tables in a contract. The components can include multiple line items.
- Select the Add New component button.
- From the table, select the Components tab to add a tax code if a tax must be paid for the line item. The project must be set up to include the the Allow Tax Codes/Rates to be Entered project setting.
See Tax Codes for more information on setting up tax codes.
- Select Save.
A Status page indicates the contract has been created.
Last Published Wednesday, July 10, 2024