New Subcontract

Updated 2 weeks ago by Customer Service

Suggested Prior Reading

Commitments List - Accessing

Commitments List - Layout

Things to do before you add a Commitment

Adding a New Commitment - Overview

This is help for adding a new commitment when only Subcontract (not Purchase Orders) can be created.

Note 1* In order to add a new Commitment, the User must have ADD permissions for Commitments.

Note 2* The process to create a new Subcontract differs depending on whether or not both Subcontracts and Purchase Orders can be created in the system (or just one or the other). This is a system Setting, see Settings - Commitments - Commitment Settings - Enable Purchase Orders/Subcontracts. This is help for when only Subcontracts can be created.

For help on adding a new Commitment when both Purchase Orders and Subcontracts can be created, see New Commitment.

For help on adding a new Purchase Order when only Purchase Orders can be created, see New Purchase Order.

To Add a New Subcontract

1. Access the project, see Project - Accessing.
2. Access the Commitments List, see Commitments List - Accessing.
   For more information on the layout of the Commitments List, see Commitments List - Layout.
3. Click the New Subcontract button.

Click here for an example for a User with full functionality and permissions

Click here for an example for a User with Add permissions

The New Subcontract form displays.

Next Steps

Create the new Subcontract, see Subcontract - Add.

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