Contract Status Fields for Subcontractors
Summary Section
The summary shows contract details.
Organisation
Displays the Subcontractor's or Sub-Tier's name and acts as an organisation look-up. Enter another organisation's name to look up on-system contracts with that organisation. You can use this field to select another Sub-Tier. When entering an organisation's name, the auto-complete feature will list matching on-system organisations. Selecting an organisation will populate the project drop-down.
Project
This drop-down field displays the project name. You can use this field to select another contract with this Sub-Tier. Below the project, a message will display the period context.
Period Context
Below the project, a message displays the period context.
Location
The location and phone number of the Sub-Tier.
Contract
The contract number and description of the contract.
Vendor ID
An accounting package identifier for the Sub-Tier.
Disbursement Comment
An optional comment included as a message on the disbursed payment.
Discount Terms
Cash discount settings include the discount rate (%), number of days the subcontract must meet to trigger the discount, and the trigger date.
Summary Amounts
Contract Amount
Original: The amount of the original contract.
Varitations: Variations that alter contract amount.
Adjusted: The contract amount including variation adjustments.
Unapproved Variations: The value of variations requested by the Sub-Tier but not yet approved in an accounting package.
Potential Contract Value: The value of the subcontract if all unapproved variations became approved.
Note: Unapproved Variations and Potential Contract Value will only be displayed on projects using the Variation Register.
See Variation Register Tab for Subcontractors.
Approved Progress Claims
Gross: The total amount for approved progress claims.
Retention Held: The amount held from the approved progress claims.
Net: The amount for approved progress claims after the retention is held.
Payments
Latest Date: Last date the Sub-Tier was paid.
Current Payable: The amount currently due to the Sub-Tier.
Total Payments: The total amount paid to the Sub-Tier, including current payments.
Items not Exported
Approved Progress Claims: Total value of progress claims.
Payments: Total amount paid.
Pending and Paid Periods Tables
Period
Pending Period: Lists the pending period. Choose the period number to see the Period Home page.
See Period Home Page for Subcontractors.
Paid Period: Lists the most recent period.
Period To Date
The end date for the period.
Method
The payment method (EFT, Manual Cheque, etc.).
Gross Pr. Claim
The total amount the Sub-Tier billed, or has been approved.
Retention
Retention held against the claim.
Net Pr. Claim
The total claim minus the retention.
Tax
Tax applied to the progress claim.
Payment
Pending Pmt: Entire payment for the pending period.
Payments: Entire payment for the paid period.
Total Pending: Amount of payment pending.
Paid To Date: Amount of payment already made for the period.
Status
Payment status.
Comments
Any comments included in the payment.
Documents
Documents included in the period are listed.
Progress Claim
Payment Schedule
Statutory Declaration
Attachments
See Attachments for Subcontractors.
Expanded View
If the Expanded View option is selected, the Period section will include:
Claim Date
The date the progress claim was submitted.
Pr. Claim
The reference number for the progress claim.
Cheque
The cheque number (for manual payments).
Date Paid
The date the Sub-Tier was paid.
Pr. Claim Export
Date the approved claim was exported to the accounting system.
Payment Export
Date the payment was exported to the accounting system.
Variations Table
Approved Variations
Variations
Reference number for the variation.
Date Entered
Date the variation was added to the project.
Var Date
Date for accounting purposes.
Period
Period the variation affects.
Title
Name of the variation.
Description
Variation description.
Amount
Amount the contract is adjusted by.
Total Vars to Date
The amount of all approved variations to date.
Adj. Contract
The Contract total including variations
Requested Variations
Note: The Requested Variations section will only be displayed if there are unapproved variations on projects using the Variation Register.
See Variation Register Tab for Subcontractors.
Requested Variations
Reference number for the variation.
Submitted Date
Date the Sub-Tier submitted the variation request.
Period
The claims period in which the Sub-Tier submitted the request.
Title
Name of the variation.
Description
Variation description.
Submitted Amount
Value of the variation as requested by the Sub-Tier.
Submitted to Date
The total value of submitted variations.
Billed to Date
Total value of claims against submitted variations.
Pending Actions
Pending Actions
Date the action was generated.
Description
Action required to be completed.
Organisation
Which organisation (usually the Prime Subcontractor or the Sub-Tier) is required to complete the action.
User Role(s)
Which users are able to complete the action.
Contacts Table
Contacts
User's name.
Title
User's company title.
Roles
User's role on the system.
User's email address for the system.
Phone/Fax/Mobile
User's contact numbers.
Last Published Wednesday, July 10, 2024