Adding Sub Contract Lines and Items—Extended Exercises

Basic Data Setup

Basic Data for Sub Contract

Purpose: The purpose of this exercise is to show you how to set up some basic data for sub contract.

Windows:
Sub Contract Basic Data

  1. Open the Sub Contract Basic Data window.
  2. Create the basic data that should be associated with your contract lines and items.

General exercise for Sub Contract Basic Data and Requirements

Purchase Part

Purpose: The purpose of this exercise is to show you how to set up some basic data for sub contract.

Windows:
Purchase Part

  1. Open the Purchase Part window.
  2. Create a purchase part that will be associated with your sub contract item.

General exercise for Purchase Parts Basic Data and Requirements

Required Data

Creating Sub Contract

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 have been completed.

  1. Create the sub contract.

General exercise for Creating Sub Contract

Main Exercise

Purpose: The main purpose of this exercise is to show you how to create, modify and delete sub contract lines and items. We will use the HVAC System sub contract for this lesson.

We copied lines and items to the HVAC System sub contract at its creation. We will now use some of these lines and items to modify as well as delete any lines and items that are not related to the installation of a HVAC system.

A quick recap - The purpose of the HVAC System sub contract is to install adequate heating-ventilation-air conditioning facilities for a new housing complex.

Windows:
Sub Contract

Note
It is recommended that you complete the exercises in Connecting Sub Contract Items to Project Activities before starting with this lesson.

Adding Sub Contract Lines and items

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the sub contract name HVAC System.
  3. Click the Items tab.
  4. Add two lines and enter several items per line by using the information in the following table:
Line #1
Line Name Line Description  
Heating System Install Heating System  
Items for Line #1
Item Name Item Description Calculation Method Value
Combustion Chamber Furnace Fixed 20,000.00
Vents Furnace Vents Fixed 10,000.00
Pipes Intake/Exhaust Fixed   5,000.00
Line #2
Line Name Line Description  
Ductwork Duct System  
Items for Line#2
Item Name Item Description Fixed Quantity Unit Code Value
Install Supply and Return ducts Fixed - - 14,000.00
Humidifier Humidifier (Supply) Fixed - - 5,000.00
Air filter Air filter Fixed - - 3,000.00
Dampers Dampers Fixed - - 8,000.00
Insulate Insulation/Fabrication of duct system Per Unit 800 PCS 1,000.00
  1. Save the information (F12).

Modifying Sub Contract Lines and Items

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the sub contract name HVAC System.
  3. Click the Items tab.
  4. In the upper table, select the row with the line name Air Conditioning.
  5. In the Line Name field, replace the existing name with Cooling System.
  6. In the Line Description field, replace the existing description with Install Cooling System.
  7. Save the changes (F12).
  8. In the lower table, select the row with the item name Installation (for the Cooling System line).
  9. In the Item Name field, enter replace the existing name with Vents.
  10. In the Item Description field, replace the existing description with Supply/Return AC Vents.
  11. Change the existing item type. Enter a new item type XXINS (Installation) where XX are your initials. (Click Zoom to open the relevant window in which to create the new record.)
  12. Change the Calculation Method to Rate Only.
  13. In the Unit Code field, enter PCS.
  14. In the Value field, enter 50,000.00.
  15. If a project has been connected to the sub contract, information appears automatically in the following fields: Project ID, Sub Project ID and Activity Sequence. The values can be changed, if necessary.
  16. Save the changes (F12).
  17. Create two new items by using the information in the following table:

Note: Make sure to replace all instances of XX with your initials.

Item Name/Description Calculation Method Purchase Part Site Purchase Part Value
AC Compressor Fixed Enter a purchase part site (alternatively use site 1 or XX1) Enter the part number of the purchase part. 10,000.00
AC Line Fixed N/A N/A   5,000.00
  1. Save the information (F12).
  2. Select the row with the item name A/C (Air-condition unit) and click Remove on the tool bar.
  3. Save the information (F12).

Deleting Sub Contract Lines and Items

Note: In order to delete a sub contract line, all corresponding items must have previously been deleted.

Prerequisite: The Change Project information on Sub Contract exercise which is found in the Connecting Sub Contract Items to Project Activities lesson must have been completed.

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the sub contract name HVAC System.
  3. Click the Items tab.
  4. Select the row with the line name Initialization.
  5. Select the corresponding line item with the name Test (Do Load Test).
  6. Click Remove on the tool bar.
  7. Save the information (F12).
  8. Next, select the corresponding line, i.e., Initialization line.
  9. Click Remove on the tool bar.
  10. The deleted line item can be viewed in the Deleted Items tab. Since, audit trailing is enabled on the HVAC system you can also view a change order line for this deletion in the Change History tab.