Completing Imported Subcontracts

Use the accounting interface to import subcontracts originally entered in an accounting package. Newly imported subcontracts are incomplete until assigned to an organisation.

To complete an imported subcontract:

  1. Access the Edit Contract dialog box from the Subcontract List page or the Contract Maintenance page.
    1. From the Subcontract List page, select the Action icon and select Edit Settings.
    2. From the Contract Maintenance page, select Edit Settings button.
  2. Enter the company name into the Organisation field.
    1. Use the auto-complete feature. 

      Enter an organisation's name, and a list of matching on-system organisations display in a drop-down list.

      Note: The system displays 100 matches. If you cannot find the organisation, but you know it is on-system, use the Browse Organisations page.

      You can also add an off-system participant to a project from the Invite Organisation page.

    2. Select the organisation. Its information will automatically appear in the correct fields.
  3. If Owner billing is enabled, select an item number for each component.

    Your accounting package might automatically import an item number when integrated with the application. This can be changed for Owner billing purposes with no interference to your accounting package.

    1. Clear the data from the Item Number field you want to edit.
    2. Select the Find button.

      A dialogue box displays.

    3. From the dialogue box, select an available option.

      The component description is overwritten with the selected item number description. If you desire, you can adjust the description.

  4. Select Save.
    • A Status page displays, confirming you successfully completed the subcontract.
    • The Subcontractor receives an invitation to accept the subcontract and participate in the project.