Create Sub Contract
Explanation
This activity is used to create a sub contract. At the creation of the contract,
you need to enter values in the Contract Name, Contract Type,
Company and Currency fields. When the sub contract is set to a new
status, you may be required to enter values in some other fields. A message will
be displayed, detailing the values that are required to be entered.
Prerequisites
- A sub contract type must exist.
- Currencies must exist.
- A sub contract is created for a specific company. Therefore, a company must
have been defined.
System Effects
- A sub contract is created in the Planned status, and other sub
contract details can be added (e.g., in the
Defaults tab,
Items tab and its sub-tab
Lines/Items as well as
any other tabs), as required.
- A sub contract revision is generated automatically with the Planned
status, and the Revision Date field is set automatically to the
system date.
- By default, the Update Allowed During Approval, Audit Trail,
Contract Change Order Required and Change Comment Required check boxes are
not selected.
Window
Sub Contract
Sub Contracts
Related Window Descriptions
Sub Contract
Sub Contracts
Procedure
- Open the
Sub Contract window or the
Sub Contracts window.
- Create a new record (F5).
- In the Contract No field, enter the contract number you desire.
If a value is not entered in this field, upon saving, the system will
automatically generate a sub contract number.
- In the Contract Name field, enter the name of the sub contract.
This should be a descriptive and preferably unique name for the sub
contract.
- In the Contract Type field, enter the sub contract type. Use the
List of Values to select a valid value.
- In the Company field, enter the company for which the sub
contract is to be created. Your default company ID is automatically
displayed, but can be changed if necessary. Use the List of Values to select
another company to which you are connected.
- In the Currency field, enter the currency of the sub contract.
Your default company's currency is automatically displayed, but can be
changed if necessary. Use the List of Values to select a valid value.
- If necessary, enter additional contract data in the optional fields.
- Save the information (F12).