Reviewing Sub Contract—Key Exercises

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 review and activate a sub contract. Once the sub contract is activated, we will set the contract baseline. Moreover, you will also learn how to put a sub contract on hold and how to cancel a sub contract that is no longer required.

Windows:
Sub Contract
 Sub Contracts

Reviewing Sub Contract

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the necessary sub contract.
  3. Right-click the header of the window, point to Status and then click Review.
  4. Verify that the sub contract is in the Under Review status.
  5. Perform a review of the sub contract.

For information on how to change sub contract lines and items see the Adding Sub Contract Lines and Items extended exercise.

For information on how to create a new sub contract revision see the Modifying Sub Contract exercise.

Activating Sub Contract

Note: It is also possible to set the contract baseline when activating the sub contract. This is not covered in the following exercise. Instead see the Setting Contract Baseline exercise >> 

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the necessary sub contract.
  3. Right-click the header of the window, point to Status and then click Activate. The Activate Sub Contract dialog box opens.
  4. Click OK.
  5. Verify that the sub contract is in the Active status.

Putting Sub Contract On Hold

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the necessary sub contract.
  3. Click the General tab.
  4. Select the On Hold check box.
  5. Save the information (F12).

Setting Contract Baseline

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the necessary sub contract.
  3. Right-click the header of the window, and then click Set Contract Baseline.
  4. A message requiring approval of the step appears, click Yes.
  5. Verify that the Contract Baseline check box is selected in the General tab.

Canceling Sub Contract

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the necessary sub contract.
  3. Right-click the header of the window, point to Status and then click Cancel.
  4. A message requiring approval of the step appears, click Yes.
  5. Verify that the sub contract is in the Cancelled status.