Costpoint Online Help

Using the Help Search

Contents of the Manage Subcontracts Screen

Use the fields and options to configure the Manage Subcontracts screen.

Identification

Use this group box to specify the subcontract ID and name, agreement type, status, and start and end dates.

Field	Description
Subcontract ID	Enter a unique ID to identify the subcontract, or leave this field blank to have Costpoint automatically assign an ID if the Auto-Assign Subcontract IDs check box is selected on the Configure Contract Management Settings screen.
Subcontract Name	Enter a description or name for the subcontract.
Exclude from Reports	Select this check box to exclude the subcontract from reports available in the Contracts domain. This is important when you need to generate reports and exclude certain types of contracts (for example, indefinite delivery/indefinite quantity and blanket purchase agreement contracts or subcontracts) to avoid overstating the reports.
Agreement Type	Enter, or click to select, the agreement type for the subcontract. Valid values are only those that exist on the Manage Agreement Types screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Agreement Types. Only codes that are available in the lookup can be used for new records in Manage Subcontracts.
Status	Enter, or click to select, the status of the subcontract. Valid values are only those that exist on the Manage Contract Status screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Contract Status. Only codes that are available in the lookup can be used for new records in Manage Subcontracts.
Subcontract Start Date	Enter, or click to select, the subcontract start date.
Subcontract End Date	Enter, or click to select, the subcontract end date.
Record Status	Select the record status of the subcontract. Valid values are Active and Inactive. If this subcontract is active and linked to a contract and/or project, and you updated its record status to Inactive, the contract and/or project will remain linked to this subcontract.

Note: The Manage Subcontracts screen has eight tabs, and most of these tabs contain a different set of subtasks. For more information, refer to the Tabs and Subtasks sections of this screen's help.

JavaScript must be enabled in order to use this site.Please enable JavaScript in your browser and refresh the page.

Contents of the Manage Subcontracts Screen

Use the fields and options to configure the Manage Subcontracts screen.

Identification

Use this group box to specify the subcontract ID and name, agreement type, status, and start and end dates.

Field	Description
Subcontract ID	Enter a unique ID to identify the subcontract, or leave this field blank to have Costpoint automatically assign an ID if the Auto-Assign Subcontract IDs check box is selected on the Configure Contract Management Settings screen.
Subcontract Name	Enter a description or name for the subcontract.
Exclude from Reports	Select this check box to exclude the subcontract from reports available in the Contracts domain. This is important when you need to generate reports and exclude certain types of contracts (for example, indefinite delivery/indefinite quantity and blanket purchase agreement contracts or subcontracts) to avoid overstating the reports.
Agreement Type	Enter, or click to select, the agreement type for the subcontract. Valid values are only those that exist on the Manage Agreement Types screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Agreement Types. Only codes that are available in the lookup can be used for new records in Manage Subcontracts.
Status	Enter, or click to select, the status of the subcontract. Valid values are only those that exist on the Manage Contract Status screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Contract Status. Only codes that are available in the lookup can be used for new records in Manage Subcontracts.
Subcontract Start Date	Enter, or click to select, the subcontract start date.
Subcontract End Date	Enter, or click to select, the subcontract end date.
Record Status	Select the record status of the subcontract. Valid values are Active and Inactive. If this subcontract is active and linked to a contract and/or project, and you updated its record status to Inactive, the contract and/or project will remain linked to this subcontract.

Note: The Manage Subcontracts screen has eight tabs, and most of these tabs contain a different set of subtasks. For more information, refer to the Tabs and Subtasks sections of this screen's help.