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 CRM & 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
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Status | Enter, or click
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Subcontract Start Date | Enter, or click
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Subcontract End Date | Enter, or click
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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.
Parent Topic: Manage Subcontracts