Purpose: The purpose of this exercise is to show you how to add invoice data to your company.
Windows:
Company/Invoice/Tax Information
General exercise for Entering Company Invoice Data
Purpose: The purpose of this exercise is to show you how to set up required tax codes.
Windows:
Tax Codes
General exercise for Tax Codes
Purpose: The purpose of this exercise is to show you how to set up required currencies and currency exchange rates in the system.
Windows:
Currency Rate Types
General exercise for Currency Information
Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.
Prerequisite: The Copying Sub Contract exercise must be completed.
Create the sub contract.
General exercise for Creating Sub Contract
Purpose: The main purpose of this exercise is to show you how to enter added values on the sub contract. These values will be used as default values throughout the sub contract's lifecycle.
Windows:
Sub Contract
Note Once you have completed this lesson, continue with the Adding Sub Contract Lines and Items - Extended lesson.
Purpose: The purpose of this exercise is to show you how to define a tax code for the sub contract. This exercise is mainly intended for those who are working with companies that operate in a VAT or Mixed tax environment.
Prerequisite: The company that is associated with the sub contract cannot have a Sales tax regime assigned to it.
Note: If the payment process Self Billing is to be used, a valid tax code is required to be entered on the sub contract.
Purpose: The purpose of this exercise is to show you how to define a maximum retention on the sub contract. Here, we will enter a maximum retention for the HVAC System sub contract that was defined in the Copying Sub Contract lesson.
Prerequisite: At least, an interim retention must have been defined for the sub contract.
Note: Some of the deliverables on the HVAC sub contract are associated with a different currency (USD). Therefore, we will create a maximum retention for this currency as well.
Purpose: The purpose of this exercise is to show you how to add default values to the sub contract. Here, we will enter default values by adding new as well as changing values that were previously copied to the HVAC System sub contract.
Prerequisite: The Copying Sub Contract lesson must have been completed.