Create Contractor Orders on Request Bundle Tasks
Explanation
Use this activity to create and manage Contractor Orders when a Request Bundle Task is subcontracted to a
contractor. A Bundle Contractor Order (BCO) is created for the Request Bundle Task, and individual Contractor
Orders are automatically created for each included Work Task. This ensures that all tasks within the bundle are
correctly tracked, executed, and connected to the same contractor.
The Bundle Contractor Order acts as the central object for execution, status management, and payment handling.
Technicians report transactions on the Bundle Contractor Order, which then distributes updates and payment
information to the related Contractor Orders.
Bundle Contractor Order
- Created automatically when a Request Bundle Task is assigned to a contractor resource.
- Can also be created manually from the Contractor Order tab of a Request Bundle
Task.
- Does not require Contractor Agreement, Contractor Agreement Line, or Fixed Cost Rule.
- Supports reporting of time, material, and expense transactions.
- Automatically links and references the Contractor Orders for included Work Tasks.
Contractor Orders for Work Tasks
- A separate Contractor Order is created for each Work Task included in the bundle.
- All Work Task Contractor Orders inherit the same Contractor ID as the Bundle Contractor
Order.
- Each child Contractor Order references its parent Bundle Contractor Order for traceability.
Payment Lines
- Fixed Price payment lines are created if defined in the Contracting Costs tab of
the associated Service Catalog item.
- For tasks and services without fixed prices, Contractor Orders are created without initial payment lines.
Instead, payment lines are generated later, based on the reporting performed on the bundle Contractor
Order.
View Bundle Payment Lines
- A Payment Lines tab is available on the Request Bundle Task.
- The tab displays an aggregated list of all payment lines generated for the Work Tasks in the
bundle.
- From this tab, you can:
- Review all payment lines across tasks in one place.
- Select one or more payment lines.
- Create a Purchase Order directly from the selected lines.
- This view provides oversight of contractor costs at the bundle level and supports accurate
invoicing.
Status Handling
- Status changes on the Bundle Contractor Order automatically update all related Contractor Orders for Work
Tasks.
- Cancelling a Bundle Contractor Order automatically cancels all related Contractor Orders.
- Rejecting a Bundle Contractor Order automatically rejects all related Contractor Orders and cancels their
payment lines.
Visibility Control
- Contractor Orders created for Work Tasks in a bundle do not appear in the Contractor Portal or Mobile
app.
Prerequisites
- A Request Bundle Task must exist.
- A Service Contractor must be defined.
System Effects
- A Bundle Contractor Order is created for the Request Bundle Task.
- Contractor Orders are created for all Work Tasks within the bundle.
- Contractor ID is applied consistently across all Contractor Orders.
- Payment lines are generated for fixed price tasks and aggregated at the bundle level.
- A Payment Lines tab on the Request Bundle Task provides visibility across all Work
Task payment lines and enables Purchase Order creation.
- Status changes at the bundle level automatically update all related Contractor Orders.
- Contractor Orders for Work Tasks in a bundle are hidden from the Contractor Portal (for the Coordinator) and
Mobile app.
- The Request Bundle Task is flagged as subcontractor-related when linked to a Bundle Contractor Order.