01What it is
A supplier becomes a subcontractor once you send them to a project or issue them an order. A wholesaler that only sells material stays on the supplier list.
The subcontractor record answers whether you can send them: it shows assignments with from and to dates, documents with an expiry date and orders whose acceptance is still pending. No obstacle blocks the decision, but you see it before sending.
An order has a scope, an amount and a deadline. It can have milestones accepted separately, with a retention and its due date. You approve a reported milestone or reject it with a reason, and a settled milestone becomes a project cost. Amounts, orders and settlements are handled by people with finance access.
- BEFORE SENDING
- Busy, documents and pending acceptances in one strip.
- ACCEPTANCE WITH A NOTE
- Without saying what was checked, acceptance is not saved.
- A MILESTONE IS A COST
- A settled milestone goes to the project costs.
02What it is for
Valid documents
Policies and qualifications with a date; expired ones in red and in notifications.
Who is free
The Not assigned anywhere filter and from and to dates on every assignment.
Acceptance by milestone
Report, approve or reject with a reason, then settle.
Retention under control
A retention on the milestone with its due date.
03Main options
The module has a subcontractor list and a record with the tabs Availability, Documents, Orders and Acceptance milestones.
Where now, documents, orders and milestones
Tiles: subcontractors, on projects, with an expired document and milestones to decide.
- Filter: all, with obstacles or not assigned anywhere
- The Documents column in red when something has expired
- Search by name and city, a shortcut to the full supplier register
Can I send them there
The obstacle strip above the tabs and four tabs.
- Availability: assignments to projects with a role and from and to dates
- Documents: policies and qualifications with an expiry date
- Menu: Send to project, Add order, Add milestone, Add document
Scope, amount, milestones and acceptance
The Orders and Acceptance milestones tabs.
- Order: Planned, Ordered, In progress, Accepted or Cancelled
- Milestone: Report, Approve, Reject with a reason, Settle (with finance access)
- Accept the order with a note once no milestone awaits a decision
04Tasks step by step
- STEP 1Open the subcontractor record and check the obstacle strip.
- STEP 2Choose Send to project, pick a planned or in-progress project, the role and the from and to dates.
- STEP 3In the Availability tab choose Start assignment when the crew arrives on the project and Finish assignment when it leaves.
- STEP 1Choose Add order: project, title, amount and deadline.
- STEP 2In the order menu choose Commission the work. The state changes to Ordered.
- STEP 3Add milestones with an amount, and for a retention enter its due date.
- STEP 1In the Acceptance milestones tab approve reported milestones or reject them with a reason.
- STEP 2When nothing awaits a decision, choose Accept the order and describe what was checked.
- STEP 3Settle the approved milestones. They become a project cost.
05Actions
The most common tasks with subcontractors.
Send to project
An assignment with a role and dates.
Add order
Scope, amount and deadline.
Approve milestone
Or reject it with a reason.
Add document
A policy or qualification with an expiry date.
Also a supplier
The supplier record of the same firm.
06What it connects to
Choose a module to see where subcontractors come from and where their costs go.
Suppliers
A subcontractor is a firm from the supplier register.
Go to the topicSuppliersActivity log
State changes of orders and milestones go into the activity log.
Go to the topicActivity log