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Subcontract - View/Maintain (Overall Steps)

Updated 2 hours ago by Customer Service

To View/Maintain a Subcontract

This help explains how to view or maintain an existing Subcontract.

This help assumes the Commitment View function is already invoked and the Subcontract - View/Edit form is displayed (see Suggested Prior Reading above).

Whether or not the Subcontract is view only or can be maintained (edited, deleted) and the other functionality available depends on the:

Permissions the User has been granted on Commitments
The Status of the Subcontract

For more information on the layout of the Subcontract View/Maintain form, see Subcontract – View/Maintain - Form Layout.

For more information on navigating the Subcontract View/Maintain form, see Subcontract – View/Maintain - Form Navigation.

Status

The Status of the Subcontract always displays in the top section of the Subcontract - View/Maintain form (regardless of which component is displayed).

For more information on each Subcontract Status, the definition and the associated functionality, see Subcontract – Status.

The Status along with the User Permissions will dictate what information on the Subcontract is editable and if the Subcontract can be deleted.

Only users with ADMIN permissions on Commitments, can change the Status.

Change the Status if required, see Subcontract - View/Maintain - Status for more information.

Subcontract Components

On the Purchase Order - View/Maintain form, different components can be displayed in the middle section of the form.

By default, the General component displays when the Subcontract is viewed. However, the other Components can be switched to via the Form Navigation Menu Options.

View, enter or change the General Subcontract information:
For overall information on the General Subcontract component, see Subcontract - View/Maintain - General Component (Overview).
If a User has View Only permissions on Commitments, see Subcontract - View/Maintain - General Component - View (Examples & Steps).
OR
If a User has Edit or Admin permissions on Commitments, see Subcontract - View/Maintain - General Component - Edit (Examples & Steps).
View, create or maintain the Schedule of Values if required. See Commitment - Schedule of Values (Overview).
If the User has at least view access to Commitment Change Orders, view the list of Change Orders for the Subcontract, see List of Change Orders for a specific Commitment.
If the User has at least view access to Payable Invoices:
1. View the list of Invoices for the Subcontract, see List of Invoices for a specific Commitment.
2. View the list of Payments for the Subcontract, see List of Payments for a specific Commitment.
If the user has Admin permissions:
1. Create or maintain Subcontract Financial Markups, see Commitment - Financial Markups (Overview).
2. Email the Subcontract, see Subcontract - View/Maintain - Email.
3. View History for the Subcontract, see Subcontract - View/Maintain - History.

Save the Subcontract

Add, Edit or View other information for the Subcontract, see More Information below.
OR
If available/applicable, click the Save button (at the top or bottom of the form) to save the Subcontract and close the form.
Click here for more information on the Save function.
The Save button is only available if the user has Add, Edit, Edit SOV or Admin permissions on Commitments.
The Save function saves the Subcontract including any information on the General, Schedule of Values and Financial Markups Components (if applicable).
The form is closed and the list the function was invoked from displays. See Next Steps below.
OR
If available/applicable, click the Save & Email button (at the top or bottom of the form) to save the Subcontract and email it.
Click here for more information on the Save and Email function.
The Save & Email button is only available if the user has Admin permissions on Commitments.
The Save & Email button saves the Subcontract including any information on the General, Schedule of Values and Financial Markup components (if applicable) and sends an email with a link to the Subcontract in JobPlanner (and optionally include the Subcontract as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Commitment form displays, see Email Commitment.
OR
Click the Close button (at the top or bottom of the form) to close the form.
Click here for more information on the Close function.
If no information was changed or entered, the list the function was invoked from displays, see Next Steps below.

If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.

Click the Cancel button to cancel the Close action and return to the form (see the steps above)
OR
Click the Don't Save button to cancel changes to the Subcontract. The list the function was invoked from displays, see Next Steps below.
OR
Click the Save button to save the Subcontract including any information on the General, Schedule of Values or Financial Markups components (if applicable). The list the add or edit function was invoked from displays, see Next Steps below.