Execute Update Sub Contract
Explanation
This activity is used to connect selected item lines in the Schedule of Work Estimate or Production to a Sub
Contract Revision. This can be achieved using the Update Sub Contract command.
This command will open an assistant based on the selected item(s). If at least one selected item is already
connected to a subcontract, the user can choose the update method:
- Create New Sub Contract Item: This option allows you to create a new Sub Contract Item.
- Update Sub Contract Item using Connected Sub Contract Details:
This option navigates you to the Connected Sub Contract Details page.
Once a Schedule of Work Item is connected, you can manage Connected Sub Contract Items from the
Schedule of Work Connected Sub Contract Details page. You can navigate to this page using
the Connected Sub Contract Details command or from the Update Sub
Contract assistant.
The Connected Sub Contract Details consist of three tabs:
- Connected Items: When required, you can update connected Sub Contract Items that
have differences using the Update Sub Contract command in this tab.
- Not Connected SOW Items: Schedule of Work Items not yet connected can be pushed to
Sub Contract Revision using the Update Sub Contract command in this tab.
- Not Connected Contract Items: Sub Contract Items not connected to any Schedule of
Work Item can be viewed in this tab.
Prerequisites
- Schedule of Work must exist.
- A sales contract revision should be created and connected to the project for which the Schedule of Work
is created.
- Sync Sales Contract should be enabled for your Schedule of Work Item.
- SOW Type along with the contract statuses need to be added to the Schedule of Work
Defaults page.
System Effects
- Based on selected Schedule of Work Item information, Sales Contract Items are created.
- The Connected Sales Contract Details command is enabled for your Schedule of
Work.