Connecting Work Order to Sub Contract—Key Exercises

Basic Data Setup

Creating Work Order

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. Prepare and plan the work order.

General exercise for Preparing and Planning WO

Required Data

Awarding Sub Contract

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. Award the sub contract to the most suitable supplier.

General exercise for Awarding Sub Contract

Main Exercise

Purpose: The main purpose of this exercise is to show you how to connect a work order to a sub contract.

Windows:
Sub Contract
Sub Contract Work Orders

Connecting Work Order to Sub Contract

1. Open the Sub Contract window.
2. Populate (F2) or query (F3) for the necessary sub contract.
3. Click the Work Order tab and create a new record (F5).
4. In the WO No field, enter the desired work order number.

Note: If needed, you can connect the work order to a specific line and item on the sub contract.

5. In the Line No field, enter the sub contract line number.
6. In the Item No field, enter the sub contract line item number.
7. If desired, enter additional data, such as the assessed value, progress and any notes.
8. Save the information (F12).