Subcontract - General - General Information (Overview and Steps)

Updated 47 minutes ago by Customer Service

Suggested Prior Reading

New Subcontract - General Component (Examples & Steps)

OR

Subcontract - View/Maintain - General Component - Edit (Examples & Steps)

Entering or changing the General Information section of the Subcontract General Component

The General Information section on the General component of the New Subcontract form OR the Subcontract - View/Maintain form is where general details about the Subcontract such as the Contracted Company, Invoice Contact, Title, Number, Description etc. can be viewed, entered and maintained (if the user has the applicable permissions).

This General Information section always displays.

The Contracted Company will always display in this section as it is a required field. However, all the other Core Fields in the General Information section can be set to be visible or not by a user with permissions to change Settings for Commitments. They can also be set as required or not. (See Permissions - System Features - Settings for more information).

The examples below assume all Core Fields are on, as well, a Custom field is setup.

This help assumes the New Subcontract form OR the Subcontract- View/Maintain form is displayed with the General component selected (see Suggested Prior Reading above).

To enter or change the General Information

1. To change the Contracted Company, see Subcontract - General - General Information - Contracted Company.
2. To enter, change or remove the Invoice Contact, see Subcontract - General - General Information - Invoice Contact.
3. To enter, change or remove the Title, see Subcontract - General - General Information - Title.
4. To change or remove the Subcontract Number, see Subcontract - General - General Information - Subcontract Number.
5. To enter, change or remove the Default Work Retainage, see Subcontract - General - General Information - Default Work Retainage.
6. To enter, change or remove the Default Material Retainage, see Subcontract - General - General Information - Default Material Retainage.
7. To enter, change or remove the Terms, see Subcontract - General - General Information - Terms.
8. To enter, change or remove the Description/Notes, see Subcontract - General - General Information - Description/Notes.
9. To enter, change or remove the Internal Notes, see Subcontract - General - General Information - Internal Notes.
10. To enter, change or remove the Payment Terms, see Subcontract - General - General Information - Payment Terms.

To change other information on the General Component

When adding a new Subcontract, see New Subcontract - General Component (Examples & Steps)

OR

When maintaining an existing Subcontract, see Subcontract - View/Maintain - General Component - Edit (Examples & Steps)

View/Maintain Other Subcontract Information or Save, Close or Save & Email the Subcontract:

1. 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 re-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.

More Information

Create or maintain the Subcontract Schedule of Values, see Commitment - Schedule of Values (Overview).

Export the Subcontract, see Subcontract - View/Maintain - Export.

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:

• View the list of Invoices for the Subcontract, see List of Invoices for a specific Commitment.
• View the list of Payments for the Subcontract, see List of Payments for a specific Commitment.

If the user has Admin permissions:

• Create or maintain Subcontract Financial Markups, see Commitment - Financial Markups (Overview).
• Email the Subcontract, see Subcontract - View/Maintain - Email.
• View History for the Subcontract, see Subcontract - View/Maintain - History.
• If the Subcontract Status enables deleting, see Subcontract - View/Maintain - Delete.

Next Steps

Commitments List - Overview

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