Entering subcontracts
When entering a subcontract, you can save it without entering values or data in all the boxes. Only boxes with blue titles are required. During the active life of the subcontract, you may need to enter values or data in other boxes as its status changes. For example, if you are going to invoice a subcontract or part of a subcontract, you may need to enter data in the Contract Date box, Retention box, or other boxes.
When working in the 6-7-1 Subcontracts grid, you can enter values or data in several ways. For example, if you click in a cell, you can type in it. Some grid cells are also linked to Quick Lists and lookup windows. Click the drop-down arrow to open the window and select items from the list. When the program is set up with descriptions, cost codes, and cost types, the grid autofills with default values when you press the Enter key to move through the grid cells.
To enter a subcontract:
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1
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Open 6-7-1 Subcontracts. |
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2
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In the Job box, enter the job number. |
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3
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If the job uses phases, enter the phase number in the Phase box. |
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4
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In the Vendor box, enter the vendor number of the subcontractor performing the work. |
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5
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In the Subcontract# box, enter the subcontract number. If you leave the Subcontract# box blank, Sage 100 Contractor enters the next contract number for you. |
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6
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In the Description box, enter a brief statement about the subcontract, for example, Electrical work. |
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7
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In the Cost Division text box, enter a cost division using the lookup window, and then press the Enter key. |
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9
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In the Contract Date box, enter the date when the contract begins. |
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10
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Do any of the following, as needed: |
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a
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In the Approved box, enter the date the subcontract was approved. |
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b
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In the Scheduled Start box, enter the date the subcontract is scheduled to begin. |
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c
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In the Scheduled Finish box, enter the date the subcontract is scheduled to end. |
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d
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In the Actual Start box, enter the date the subcontract actually started. |
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e
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In the Subst Complete box, enter the date when most of the work is to be completed. |
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f
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In the Actual Finish box, enter the date when the subcontract is to be completed. |
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11
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From the drop-down list of statuses, select a status, or accept the default status. |
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12
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In the Type drop-down list, select the type of order, for example, Electrical, Plumbing, and so forth. |
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g
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In Pref Bond, Bid Bond, and Retention boxes enter values. |
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13
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In lines in the grid, do the following: |
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a
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In the Description cell, type a description, or enter a description using the Quick List, and then press the Enter key. |
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b
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In the Cost Code cell, type a cost code, or enter a cost code using the lookup window, or accept the default cost code, and then press the Enter key. |
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c
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In the Cost Type cell, type a cost type, or enter a cost type using the lookup window, or accept the default cost type, and then press the Enter key. |
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d
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In the Original Contract cell, enter the dollar amount of the subcontract or part of the subcontract. |
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14
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Repeat steps 10-11 for each item in the subcontract. |
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15
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On the File menu, click Save. |
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.