Creating Valuation—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.

General exercise for Awarding Sub Contract

Creating and Releasing Call Offs

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

1. Release the call-off.

General exercise for Creating and Releasing Call Offs

Main Exercise

Purpose: The purpose of this exercise is to create a valuation for an existing sub contract.

Windows:
Sub Contract
Sub Contract Valuation

Creating Valuation

1. Open the Sub Contract window and query for your sub contract.
2. Right-click on the header and click Create Valuation. The Sub Contract Valuation window is opened.
3. Save the record (F12).
4. Observe that a snapshot of the sub contract lines and items has been copied to the valuation. 

Note: You can also create a valuation for the desired sub contract directly from the Sub Contract Valuation window.